David Golub

David Golub, President of Golub Capital, shares insights from his extensive experience in private credit investing. He explains the 'good boring' approach that has allowed Golub Capital to thrive through economic fluctuations. The discussion highlights the significance of building long-term relationships with sponsors and focusing on resilient sectors. Golub also reflects on navigating market challenges, showcasing how effective partnerships can transform companies. His strategic insights reveal how disciplined investment plays a key role in sustainable growth.

David Golub, President of Golub Capital, shares insights from over three decades in the private credit industry. He reflects on the company’s impressive growth, weathering interest rate shifts, and the evolving landscape of leveraged loans. The discussion highlights trends like consolidation, the importance of scale, and how middle market companies are adapting. Golub also compares default rates between different borrower classes, revealing the strategic advantages unique to middle market lending. This candid conversation offers a glimpse into the future of private credit.