In this episode of Inside the Rope, host David Clark sits down with Craig Packer, Co-President of Blue Owl Capital – a $140 billion powerhouse in private lending. From humble beginnings to one of the fastest-growing alternative asset managers globally, Craig shares the inside story behind Blue Owl’s explosive rise, its strategy of targeting multi-billion-dollar private equity-backed companies, and how the firm is redefining the landscape of direct lending.
💡Key topics covered include:
* Why US private credit markets dwarf those in Australia—and what that means for investors;
*How Blue Owl generates equity-like returns (~10% p.a.) with lower volatility through senior secured loans;
* Transparency, regulation, and addressing concerns of a “private debt bubble” in Australia;
* How OCIC, their private wealth-focused fund, balances investor access with long-term stability;
* The firm’s disciplined underwriting approach, default history, and what sets Blue Owl apart;
*Craig’s philanthropic work and upcoming trip to Australia to engage with investors firsthand.
🔍 This episode offers a front-row seat to the future of private credit—told by one of the global leaders in the field.