Podcast
Francis Griffin on the evolving private credit landscape
Our podcasts available here
We don't invest based on base rates. What we can do is pick the right funds and strategies and let the macro take care of itself.
This month, we’re pleased to welcome Francis Griffin, Senior Vice President in Callan’s Alternatives Consulting Group. Callan is one of the largest independently owned investment consulting firms in the U.S., advising institutional investors with over $3 trillion in total assets. Francis leads Callan’s private credit research efforts and brings more than 25 years of experience in private markets, spanning investment research, business development, and portfolio management.
In this episode, Francis shares his insights on how the current macroeconomic environment is impacting both private credit and private equity markets. We explore why he believes there’s a compelling private credit opportunity emerging in Europe, discuss the key risks investors should be aware of in private credit investing, and dive into his framework for selecting quality private credit managers. Francis also offers practical guidance on what wealth investors should prioritize when evaluating private credit opportunities, and shares his outlook for this asset class over the next 12 months.
[4904811]
More episodes like this
Tim Bray on key macro surprises and expectations
A conversation with Tim Bray, Managing Director of Alternative Investments and Senior Portfolio Manager at GuideStone Financial Resources
Anastasia Amoroso on how investors navigate dynamic markets
A conversation with Anastasia Amoroso, Managing Director and Chief Investment Strategist at iCapital.
Jack Ablin on the current macroeconomic landscape
A conversation with Jack Ablin, Chief Investment Officer and Founding Partner at Cresset Capital.
Ron Kahn on performance of private companies
A conversation with Ron Kahn, Managing Director at Lincoln International.
Edward Goldstein on the secondary market
A conversation with Ed Goldstein, Partner and CIO of Coller Credit Secondaries.
Mickey D. Levy on the long-term outlook for U.S. economy
A conversation with Dr. Mickey Levy, Visiting Scholar at the Hoover Institution at Stanford University.
Van Hesser on systemic risk and private capital
A conversation with Van Hesser, Chief Strategist at KBRA.
Steve Segal on public vs. private credit
A conversation with Steve Segal, Former Executive-in-Residence and Lecturer at Boston University’s Questrom School of Business.