This week we continue our conversation with Andrew Brady, Managing Director and Leveraged Loan Portfolio Manager of Marathon Asset Management, L.P. Marathon is a global credit manager with approximately $13 billion of capital under management investing in the global credit markets. Second of two parts – View part one The Lead Left: You mentioned health care. What…
This week we continue our conversation with Mickey D. Levy, chief economist for US and Asia, Berenberg Capital Markets. Mickey is a long-standing member of the Shadow Open Market Committee and conducts research on a wide range of global economic, financial and policy issues. Second of two parts – View part one TLL: The Fed seems poised…
This week we chat with Tom Cassidy, Managing Director, US Bank. Mr. Cassidy is responsible for private equity Sponsor Finance Group originations and has been in the leveraged finance world for over thirty years. Before US Bank, he worked at JP Morgan Chase and at BNP Paribas. Second of two parts – View part one The Lead…
This week we continue our conversation with Tod Trabocco, Managing Director at Cambridge Associates LLC. Cambridge is a leading investment advisor to foundations, endowments, private wealth, and corporations worldwide. Second of two parts – View part one The Lead Left: With all the funds in the market what can private credit funds do to differentiate themselves? Tod…
This week we continue our conversation with Steven Miller, CEO, Fulcrum Financial Data. Fulcrum publishes Covenant Review, CapitalStructure and PacerMonitor and has recently backed LevFin Insights, which was started by market veterans to report on the loan and high yield market. Second of two parts – View part one The Lead Left: Your colleague Kelly Thompson recently…
This week we chat with Fran Beyers, Senior Market Analyst at Thomson Reuters LPC. Thomson Reuters LPC has been a leading provider of loan market news, data and analysis for over 30 years. Fran has been with LPC since 2009 providing analysis and market commentary on the middle market. The Lead Left: Fran, you’ve recently…
This week we chat with Ted Koenig, president and CEO, Monroe Capital. Monroe is and has been a leading provider of senior and junior debt to middle market companies in the U.S. for the last 14 years. The Lead Left: Ted, it’s been a while since you’ve done an interview with us. What’s going on…
This week we chat with Jason Kelly, New York bureau chief, Bloomberg. Jason has been with Bloomberg since 2002. He is the author of Sweat Equity (2016) and The New Tycoons (2012). The Lead Left: Jason, your new book, Sweat Equity, focuses on endurance sports and the fitness industry from the entrepreneur’s perspective. What was the…
This week we chat with Paul Peterson, a managing director at Wind Point Partners. Wind Point Partners is a private equity investment firm that with a strategic focus on facilitating leadership transitions by partnering with top caliber executives to acquire middle market businesses with a clear path to value creation. Since its founding in 1984,…
This week we chat with Eric Lloyd, the head of Global Private Finance for Babson Capital Management. Babson is one of the world’s leading asset management firms with investment teams on four continents managing over $243 billion in assets for clients in more than 20 countries around the world. The Lead Left: Eric, give us…