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Dave Breazzano
He is the head of credit at Polen Capital.
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12 snips
Sep 16, 2024
• 38min
LONG IN THE TOOTH
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Dave Breazzano, head of credit at Polen Capital, shares invaluable insights into the current credit cycle and its implications for lending practices amid rising defaults. He delves into investment strategies tailored for complex markets, emphasizing credit quality and sector diversification. The discussion also covers the booming private credit space and its impact on the financial landscape. Breazzano highlights challenges investment managers face and teases an upcoming conference, inviting listeners to engage in essential financial topics.
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