Private credit has quickly become one of the fastest growing asset classes in the alternative investment space in recent years, with both North America and Europe seeing particular investor appetite and a remarkable expansion.
However, with rising interest rates and tighter conditions for liquidity the market is changing. Additionally, many are asking themselves: Will the surge in growth continue? Are we in a private credit bubble or will the market continue to expand and deliver? At SuperReturn Private Credit North America, we spoke to leading investors within North American private credit about how they are viewing opportunities in the market, what strategies are shaping their decision making and where they think the asset class is headed.
Damien Dwin, Lafayette Square, on the role of BDCs and AI in the future of private credit investing
We spoke to the CEO and Founder of Lafayette Square about how to approach Business Development Companies (BDC's) to achieve the most benefits and biggest advantages, and what impact the ongoing macro-economic and political landscape is having on these.
The power of scale in North American lending with Nayef Perry, Hamilton Lane
"I wouldn't underestimate the power of scale in this market. Number one is if you have scale, it means you're seeing a lot of opportunities and it means you can be selective in the things that you're doing that's good for investors."
The is how the Global Head of Direct Credit at Hamilton Lane describes, how to maintain a competitive edge in today's crowded lending landscape. Watch the full interview below to find out how pricing strategies are evolving, how to meet investor expectations in a market with record levels of dry powder and get Nayef's predictions for the future of direct lending.
Cross-border investment strategies in private credit with Fernando Martinez, IMCO
What are the key differences between US and Canadian private credit? How are current geopolitical shifts affecting cross-border deal flow and investment strategies and where do you find the most attractive deal sizes in the North American private credit landscape? Hear from the Managing Director of Global Credit at Investment Management Corp of Ontario (IMCO), by watching our interview below.
