Leading Voices in Credit with Van Hesser

Van speaks with Stuart Aronson, CEO of WhiteHorse, U.S., the direct lending arm of H.I.G. Capital, a global alternative investment firm with $62 billion under management. Van and Stuart discuss contrasting trends in the lower middle- to small-cap segment of private credit versus the upper middle- to large-cap segment, the impact of higher interest rates, and the risks of mark-to-market valuations.

Van speaks with Blue Owl Capital’s Craig Packer, the firm’s co-president and head of its credit platform. Van and Craig discuss the growth of private credit, the interplay between private and public debt markets, and how Blue Owl has built an industry-leading direct lending platform.

For this episode, Van spoke with David Knutson, senior investment director at Schroders, the global asset manager based in London. In the 18-minute episode, the two discuss credit investing in a post-pandemic world.

For the inaugural episode, Van spoke with Symon Drake-Brockman, Managing Partner and Co-Founder of Pemberton Asset Management, one of the largest private credit managers in Europe.