

Private Debt Investor Podcast
PEI Group
Want to be kept well informed about all the emerging trends and key developments in private debt investment? You’ll find what you need right here, where PDI’s reporters and analysts share their own deep insights, as well as speak with many of the asset class’s most prominent individuals, on topics like deal origination and execution, fundraising, regulation, technological innovation, sustainability and all things private credit.
Episodes
Mentioned books

Mar 19, 2024 • 27min
AIFMD II: Why it threatens funds' strategic freedom
In this episode, we catch up with Jiří Król, global head of the Alternative Credit Council within the Alternative Investment Management Association. The ACC is a body that represents the private credit industry to policymakers, legislators and regulatory authorities globally.
In the conversation, Król discusses implications arising from the second, revised version of the Alternative Investment Fund Managers Directive (AIFMD), which fund managers in Europe will need to incorporate into their activities over the next few years.
One of the issues noted by Król is the definition of loan origination funds, which he believes may deter opportunistic investment at times when it’s most needed by the real economy. The conversation also covers areas such as cross-border investing, leverage, liquidity and risk management.
To listen to our other episodes – including our Decade of Private Debt miniseries – subscribe to the Private Debt Investor Podcast for great insights into the private debt asset class. A recent interview with Król may also be found here.

Feb 13, 2024 • 31min
LP Perspectives 2024: A ‘brightening of the mood’
In this episode, we catch up with Reji Vettasseri, lead portfolio manager for private markets investments at Decalia, a Geneva-headquartered wealth management specialist.
Vettasseri reflects on some of the key takeaways from PDI’s LP Perspectives 2024 study in conversation with PDI senior editor Andy Thomson and explains why he thinks appetite to invest in private debt funds is growing after a challenging fundraising year in 2023. He also shares his views on why confidence in private debt performance is so strong, and questions whether investors are necessarily justified in continuing to allocate large amounts of capital to the same strategies they’ve backed up to now.
Click here for the full LP Perspectives 2024 report.

Jan 18, 2024 • 21min
Apollo’s Akila Grewal on the firm's strategic evolution
In the final episode of our Decade of Private Debt podcast miniseries, the partner in client and product solutions at Apollo discusses the progression of her firm’s private debt business, as well as her personal growth within the industry.
Be sure to also check out our Decade of Private Debt special report at Private Debt Investor.

Jan 17, 2024 • 27min
ELFA's Sabrina Fox on the tussles that have shaped deal agreements
In the fifth episode of our Decade of Private Debt miniseries, the European Leveraged Finance Association CEO reflects on the highs and lows of borrower/lender deal negotiations in the industry.
Be sure to also check out our Decade of Private Debt special report at Private Debt Investor.

Jan 17, 2024 • 27min
Pemberton's Symon Drake-Brockman on the building of a pan-European GP
In the fourth episode of our Decade of Private Debt podcast miniseries, Pemberton co-founder and managing partner Symon Drake-Brockman discusses how the industry has evolved and recounts the process of shaping Pemberton into the powerhouse it is today.
Be sure to also check out our Decade of Private Debt special report at Private Debt Investor.

Jan 17, 2024 • 24min
Kartesia’s Julien Rigon on how LP pressure has shaped ESG
In the third episode of our Decade of Private Debt podcast miniseries, Kartesia's head of France Julien Rigon reflects on the past 10 years from an ESG perspective and looks at how the industry might evolve considering today’s sustainability agenda.
Be sure to also check out our Decade of Private Debt special report at Private Debt Investor.

Jan 17, 2024 • 26min
LCM’s Paul Burdell on finding gaps in the private credit market
In the second episode of our Decade of Private Debt podcast miniseries, LCM CEO Paul Burdell discusses the evolution of private debt and banking oversight over the past 10 years, the impact of regulations, as well as LCM’s unique position in the industry.
Be sure to also check out our Decade of Private Debt special report at Private Debt Investor.

Jan 17, 2024 • 30min
Ares’ CEO Mike Arougheti on the huge potential for private debt’s future growth
In the first episode of our Decade of Private Debt podcast miniseries, Arougheti looks back at a decade of strategic growth in private credit, emphasising the importance of enduring relationships and the misunderstood, yet resilient nature of the market.
Be sure to also check out our Decade of Private Debt special report at Private Debt Investor.

Jan 17, 2024 • 1min
Private Debt Investor Podcast trailer
Introducing the Private Debt Investor Podcast, where we'll be exploring the emerging trends and most important themes with the biggest names in the private credit asset class. To learn more and see all your subscription options, go to https://privatedebtinvestor.com/podcast


