

Conversations: The Evolution of Asset-Backed Finance with Armen Panossian, Brendan Beer, and Jennifer Marques
Nov 13, 2024
Join Armen Panossian, Co-CEO and Head of Performing Credit at Oaktree Capital, and Brendan Beer, Co-Portfolio Manager of Structured Credit and Asset-Backed Finance, as they dive into the thrilling world of asset-backed finance (ABF). They explore the shifting dynamics of the current credit markets, analyze how ABF stands apart from corporate lending, and identify promising sectors like aviation finance. The discussion highlights unique investment opportunities and effective strategies for building resilient ABF portfolios in a fluctuating market.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Intro
00:00 • 3min
The Evolution and Opportunities in Asset-Backed Finance
03:18 • 15min
Exploring Asset-Backed Finance in Private Credit
18:17 • 8min
Strategies for Building a Flexible Asset-Backed Finance Portfolio
25:54 • 3min
Exploring Opportunities in Asset-Backed Finance
29:09 • 3min
Conclusion and Important Disclaimers
31:40 • 3min