The Wealth Exchange

In The Ring With Rob: Exploring the Golden Age of Private Credit with Howard Widra


Listen Later

In this episode, Robert Olsen, Vice Chair, Private Capital at Nicola Wealth explores private debt investments with industry expert Howard Widra, Partner at Apollo and Head of Direct Originations at MidCap Financial. Joined by Jurgen Van Vuuren, Senior Director & Head, Private Debt at Nicola Wealth, they explore the intricacies of MidCap's extensive portfolio of senior debt solutions, from leverage lending to asset-based lending.

Howard shares insights into MidCap's journey since its establishment in 2008, highlighting challenges encountered and the firm's commitment to disciplined portfolio management. Meanwhile, Jurgen offers valuable perspectives on private debt investment from the lens of high net worth individuals, showcasing Nicola Wealth's strategic approach.

Additionally, they delve into the drivers behind the growth of private credit, dispelling misconceptions and examining the implications of capital concentration among major private credit firms on market competition. They also explore the current state of the M&A market and its ripple effects on private debt activity.

Sign Up for our Newsletter

...more
View all episodesView all episodes
Download on the App Store

The Wealth ExchangeBy Nicola Wealth


More shows like The Wealth Exchange

View all
Michael Campbell's Money Talks by HPC Inc.

Michael Campbell's Money Talks

97 Listeners

Masters in Business by Bloomberg

Masters in Business

2,173 Listeners

Build Wealth Canada Podcast by Kornel Szrejber: Investor

Build Wealth Canada Podcast

14 Listeners

Goldman Sachs Exchanges by Goldman Sachs

Goldman Sachs Exchanges

992 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,072 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

932 Listeners

Animal Spirits Podcast by The Compound

Animal Spirits Podcast

2,001 Listeners

The Rational Reminder Podcast by Benjamin Felix, Cameron Passmore, and Dan Bortolotti

The Rational Reminder Podcast

425 Listeners

The Prof G Pod with Scott Galloway by Vox Media Podcast Network

The Prof G Pod with Scott Galloway

5,205 Listeners

All-In with Chamath, Jason, Sacks & Friedberg by All-In Podcast, LLC

All-In with Chamath, Jason, Sacks & Friedberg

8,719 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

414 Listeners

The Canadian Investor by Braden Dennis & Simon Belanger

The Canadian Investor

81 Listeners

The Times of Israel Daily Briefing by The Times of Israel

The Times of Israel Daily Briefing

989 Listeners

The Loonie Hour by Steve Saretsky

The Loonie Hour

10 Listeners

The Morgan Housel Podcast by Morgan Housel

The Morgan Housel Podcast

1,003 Listeners