Oaktree

“Private credit has become an asset class—it’s here to stay.” From the sidelines of #MarketsGroupPE, Christine Pope, Managing Director at @Oaktree Capital Management, shared a sharp outlook on how today’s volatile environment is reshaping the private debt landscape—and creating new opportunities across the capital structure. Pope discussed: • How delayed M&A activity is fueling liquidity-focused debt opportunities • Why amend-and-extend transactions are on the rise as hold periods lengthen • How investors are favoring private credit’s yield and stability amid public market volatility • The growing role of asset-backed finance and non-rated borrowers in private credit • How partnerships between banks and private credit managers are reshaping deal flow Watch the full conversation, shot straight from the sidelines of the 13th Private Equity New York Forum. - with @CourtMcQuade. #MarketsGroupPE #PrivateCredit #InstitutionalInvesting

“Private credit’s meteoric rise over the last 15 years has created excess—and 2025 may be the year we see how well firms have underwritten through it.” – Bob O’Leary, Co-CEO, @Oaktree Capital Management, L.P. At #ALTSLA, Bob opened our final day with a candid outlook on the road ahead for private credit. From macro uncertainty to portfolio stress-testing, he emphasized the need for investors to balance their allocations with both pro-cyclical and counter-cyclical strategies. Volatility isn’t coming. It’s already here—and the most disciplined managers are about to stand out. with @CourtMcQuade