Tyler M.’s Post

As private credit continues to rise, Moelis's Augusto Sasso, Global Head of Capital Markets, spoke to Transacted earlier this year about why it is here to stay. #privatecredit #staplefinancing #capitalmarkets Click here to read more: https://bit.ly/3xuAfBM

As private credit continues to rise, Moelis's Augusto Sasso, Global Head of Capital Markets, spoke to Transacted earlier this year about why it is here to stay. #privatecredit #staplefinancing #capitalmarkets Click here to read more: https://bit.ly/3xjf6um

As private credit continues to rise, Moelis's Augusto Sasso, Global Head of Capital Markets, spoke to Transacted earlier this year about why it is here to stay. #privatecredit #staplefinancing #capitalmarkets Click here to read more: https://bit.ly/4bcJeFp

Coming next week: The State of Secondaries dives into LP-led secondary transactions with Micki Haber, COO and David Markson, Senior Managing Director of Evercore’s Private Capital Advisory Group.   We discuss the state of the LP-led secondary market today, operational challenges for this deal structure, and the improvements Evercore is working toward for a more efficient LP-led market.   #privateequity #privatemarkets #liquidity 

Daniel Roddick will be speaking on the panel "Liquidity in Private Credit: Secondary Market Trading and Secondary Funds" next week at the third annual Private Credit Industry Conference in Florida, hosted by LSTA and DealCatalyst. The discussion will be moderated by Adelene Lee from Reorg, with Daniel joining fellow panellists Michael Loehrke from Golub Capital, Tikehau Capital's Tim Grell, Anthony Diaz from Antares Capital LP, and LSTA's Theodore Basta. We’ll unpack the growing demand for liquidity, the need for a dedicated secondary trading desk for private capital, and the role secondaries funds can play in investors’ portfolios. The discussion will also explore the pressure from third-party regulators on fair valuations and transparency, and the push and pull between investment liquidity compared to transactional trading. We're excited to be part of this timely conversation and share our insights as a specialist advisor in the secondaries space. Drop us a line if you're also attending, we'd love to say hello! #directlending #middlemarketfinance #privateequity #privatecredit #secondaries #panel

Mario Giannini of Hamilton Lane took the virtual stage for "Private Partners: Leverage, Exits, and Navigating the Private Equity Market Maze of Opportunities". The session on private markets, highlighting the dual-edged sword of accessing opportunities and navigating the complexities that come with illiquidity premia. With a critical eye on the evolution of private equity, the discussion aimed to demystify the challenges of concentrated risk, leverage, and liquidity in this asset class. Giannini's fundamental thesis provocatively suggested that the prevailing reliance on anecdotes (which is dangerous) over data in managerial strategies might be a misstep, setting the stage for a thought-provoking dialogue on the future of private equity investments. #AlternativesSymposium #PrivateEquityInsights

Check out the inaugural edition of our topical thought leadership, 𝐎𝐟 𝐏𝐫𝐢𝐧𝐜𝐢𝐩𝐥𝐞 𝐈𝐧𝐭𝐞𝐫𝐞𝐬𝐭. Recently, skeptics have suggested that loan valuations (“marks”) within private credit portfolios are potentially flawed and could pose a threat to the asset class’s surge in popularity among investors (1). Is variance among lenders to be expected? How can you protect against concerns over inaccurate valuations? Get Antares Capital LP’s perspective. bit.ly/3vQfZtx #privatecredit 1. “𝐹𝑙𝑎𝑤𝑒𝑑 𝑉𝑎𝑙𝑢𝑎𝑡𝑖𝑜𝑛𝑠 𝑇ℎ𝑟𝑒𝑎𝑡𝑒𝑛 $1.7 𝑇𝑟𝑖𝑙𝑙𝑖𝑜𝑛 𝑃𝑟𝑖𝑣𝑎𝑡𝑒 𝐶𝑟𝑒𝑑𝑖𝑡 𝐵𝑜𝑜𝑚”, 𝐵𝑙𝑜𝑜𝑚𝑏𝑒𝑟g, 𝐹𝑒𝑏𝑟𝑢𝑎𝑟𝑦 27, 2024.

What has caused the resurgence in private credit witnessed in 2023? How are shifts in the German economy influencing the private credit market and financing structures? These and other key topics will be addressed by our colleague Moritz Frerker during ION Analytics' 2024 edition of the Mergermarket Private Equity and M&A Forum Germany in Frankfurt. More information about the event: https://lnkd.in/ex8GpVax More about Patrimonium Direct Lending strategies: https://lnkd.in/emXs_MJq #privatemarkets #privatecredit #privateequity

In the second segment of a two-part series, secondaries experts speculate on the level of execution risk that will exist in the GP-led secondary market through 2024 and beyond. Contributors included William Barrett, CAIA and Xavier Hernando from Reach Capital | Private Assets Advisor, Julien Marencic from Jera Capital, Chad Gracia from Rainmaker Securities, LLC and Christoph Landolt from Multiplicity Partners. #Secondaries #Secondary #SecondaryMarket #AlternativeInvestments #PrivateMarkets https://lnkd.in/dZXHCnMC

See you tomorrow, PE community! Looking forward to attending the Private Equity Insights conference in Zurich on 19 June. Join Kim Pochon of Unigestion and myself at 1pm to discuss PE trends in 2024 and how PE firms can boost liquidity in a mid-market strategy during current times. #nortonrosefulbright #unigestion #privateequityinsights #privateequity #liquidity