Private credit has been on a roll. Last year asset managers raised record sums, with allocations to private credit increasing significantly. With the Fed expected to tighten throughout 2022, we should expect this trend to continue, given the protection these assets offer in a rising rate environment. However, recent supply chain issues have led some to raise concerns over the possibility of slowed growth and even a recession. Has the risk calculus fundamentally changed? Should we expect deals to become more issuer friendly with added covenants? What impact will this have on the public debt market?

Moderator

David Conrod
Chief Executive, FocusPoint Private Capital Group

Speakers

Scott Baskind
Head of Global Private Credit, Chief Investment Officer, and Senior Portfolio Manager, Invesco Ltd.

Peter Gleysteen
Founder, CEO and Chief Investment Officer, AGL Credit Management

Timothy Lyne
CEO, Antares Capital

Jason Walker
Chief Investment Officer of Asset Backed Securities and Partner, CQS

Anne Walsh
Chief Investment Officer, Fixed Income, Guggenheim Partners