Olivia Guthorn
Managing Director in Oaktree's Opportunistic Credit Strategy focused on healthcare investments and underwriting complex credit and private lending opportunities.
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Oct 9, 2025 • 34min
Undercurrents
In this discussion, Steve Tesoriere, Co-Portfolio Manager, shares insights on the bifurcation in equity markets, emphasizing AI's dual role in growth and investment risks. Olivia Guthorn, Managing Director, delves into healthcare's evolving landscape, highlighting the impact of private equity and recent policy changes. Justin Guichard, Co-Portfolio Manager, discusses the resurgence in commercial real estate, focusing on investor demand for new CMBS supply and contrasting the performance of office and residential sectors.
