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Show Notes

(00:00:00) Welcome to Business Breakdowns

(00:00:52) Deep Dive into Private Credit: A Growing Market

(00:03:17) Exploring the Dynamics of Supply and Demand in Private Credit

(00:06:08) The Evolution of Private Credit Since the Global Financial Crisis

(00:10:28) The Role of Private Equity and Banks in Private Credit

(00:14:03) Building a Sustainable Advantage in Private Credit Strategies

(00:18:32) Innovative Financing: The Case of Life Sciences Lending

(00:22:23) Identifying New Opportunities: Infrastructure Lending and Rescue Financing

(00:25:10) The Importance of Fund Size in Private Credit Strategies

(00:28:32) Oaktree's Approach to Private Credit Products

(00:31:25) Investment Strategy and Allocation Across Funds

(00:34:12) Risk Management and Restructuring Expertise in Private Credit

(00:36:39) Navigating the Secondary Market for Private Loans

(00:38:36) Evolving Landscape of the Distressed Debt Market

(00:42:13) Impact of COVID on Private Credit Valuations

(00:46:16) Oaktree and Brookfield: A Strategic Partnership

(00:48:03) Future Considerations: Rates, Elections, and Economic Implications