Why have liability management exercises (LMEs) soared in prominence? What are the risks and opportunities associated with these transactions? And what factors determine successful navigation of the LME wave? Join Armen Panossian (Co-CEO and Head of Performing Credit), Ronnie Kaplan (Portfolio Manager, U.S. Senior Loans), and Ross Rosenfelt (Managing Director, Opportunistic Credit) as they discuss topics from the recently published Oaktree Credit Quarterly 4Q2024: The LME Wave.

Why have liability management exercises (LMEs) soared in prominence? What are the risks and opportunities associated with these transactions? And what factors determine successful navigation of the LME wave? Join Armen Panossian (Co-CEO and Head of Performing Credit), Ronnie Kaplan (Portfolio Manager, U.S. Senior Loans), and Ross Rosenfelt (Managing Director, Opportunistic Credit) as they discuss topics from the recently published Oaktree Credit Quarterly 4Q2024: The LME Wave.

Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt

The Insight by Oaktree Capital lets you know what Oaktree leaders think are the most important things for investors to focus on today.&nbsp;The Insight provides you with audio versions of many popular Oaktree publications so that you can learn about trends impacting a wide variety of asset classes.&nbsp;And it features conversations with many of Oaktree’s leading experts, including Howard Marks, about relative value, investment theory, and the market environment.&nbsp;The Insight goes beyond today’s market chatter to offer up engaging and sometimes contrarian thoughts on investing today.

Business

Investing

Management

The Insight by Oaktree Capital lets you know what Oaktree leaders think are the most important things for investors to focus on today. The Insight provides you with audio versions of many popular Oaktree publications so that you can learn about trends impacting a wide variety of asset classes. And it features conversations with many of Oaktree’s leading experts, including Howard Marks, about relative value, investment theory, and the market environment. The Insight goes beyond today’s market chatter to offer up engaging and sometimes contrarian thoughts on investing today.

Share Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt

Sign up to save your podcasts

Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt

Navigating LMEs with Armen Panossian, Ronnie Kaplan, and Ross Rosenfelt

More shows like The Insight by Oaktree Capital

Masters in Business

Goldman Sachs Exchanges

Odd Lots

The Meb Faber Show - Better Investing

Grant’s Current Yield Podcast

Capital Allocators – Inside the Institutional Investment Industry

Making Sense

Thoughts on the Market

Dry Powder: The Private Equity Podcast

At Any Rate

The Memo by Howard Marks

Business Breakdowns

FICC Focus

The Credit Edge by Bloomberg Intelligence

Goldman Sachs The Markets