Brookfield Perspectives

Scale, Selectivity, and What’s Next in Private Credit with Bob O’Leary and Armen Panossian

28 min · 28 apr 202628 min
aflevering Scale, Selectivity, and What’s Next in Private Credit with Bob O’Leary and Armen Panossian cover

Beschrijving

On this episode of Brookfield Perspectives, Bob O’Leary and Armen Panossian, incoming co-CEOs of Brookfield’s credit business, share their perspective on today’s private credit market—and what comes next.   Drawing on decades of experience across credit cycles, they discuss how Brookfield and Oaktree’s combined strengths enhance scale, sourcing and underwriting—and why those advantages matter in a more complex market environment. Read disclaimers [https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer] (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.

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aflevering Offense or Defense? Positioning Portfolios in Today's Market with Howard Marks and Alper Daglioglu artwork

Offense or Defense? Positioning Portfolios in Today's Market with Howard Marks and Alper Daglioglu

On this special episode of Brookfield Perspectives, we step back from transactions and trends to examine a more fundamental question: Where are we in the market cycle and how could that shape the way we invest?   Howard Marks, Co-Chair of Oaktree Capital Management and Chair of Brookfield's Investment Solutions Group, joins Alper Daglioglu, Head of Brookfield’s Investment Solutions Group, for a thoughtful conversation about investor psychology, risk positioning and the balance between offense and defense.  Read disclaimers [https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer] (https://www.brookfield.com/brookfield-perspectives-podcast-disclaimer) for this episode.

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