Henderson: The traditional providers of debt in the marketplace we think are going to pull back, materially leaving a supply gap. The private space for debt could grow at a 30% compounded annual rate over the next five years. I think that could be conservative. There's a wall of debt maturities that are coming and that in combination with the lack of traditional supply, we like that opportunity.
DeWaltoff: The firm is very focused on growing alternative credit globally. There's a lot of senior sponsorship all the way up to the CEO of the company that wants to see this be a priority.
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