Join Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien for a deep dive into the credit cycle and real estate trends. Steve, a Co-Portfolio Manager, shares insights on liability management and distressed debt strategies, while Kenya discusses emerging opportunities in commercial real estate amidst rising interest rates. The team analyzes the impact of demographic shifts on investment decisions, particularly in medical office buildings, and explores the complexities of managing private credit markets and defaults.
