In this episode of the InsuranceAUM.com podcast, Stewart Foley, CFA sits down with Bob O'Leary, Portfolio Manager of Oaktree Opportunities Funds and co-CEO of Oaktree Capital Management.
Bob shares his journey from Oregon to Oaktree, offering insights into Oaktree's ‘sea change’ narrative and the evolving landscape of credit investing. He explores the structural shifts in private credit, from disintermediation to the rise of rescue financings, and discusses what he thinks are the opportunities and challenges for insurers in today's market.
