From Distressed Debt to Capital Solutions: An Evolving Landscape

As the global economy has slowed, investor interest in distressed debt strategies has risen. But the distressed market isn't what it used to be. Bryan High discusses how structural changes in that space and others have led to an entirely new landscape for opportunistic capital.

Episode Segments:

(02:43) – The traditional distressed debt opportunity and how it’s changed

(05:26) – The factors driving structural change in a competitive environment

(07:44) – Where defaults may go from here

(10:15) – The opportunities emerging for opportunistic capital

(13:06) – From direct lending, to pharma royalties, to Charleston marinas

(20:34) – Originating bespoke transactions, a multi-channel approach

(23:17) – The skillset needed for deploying opportunistic capital

(26:49) – Defining and understanding the complexity premium

(29:03) – How investors are bucketing capital solutions strategies

(32:17) – How the market opportunity may continue to evolve

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