Jon Landis, Managing Director & Dan Weeks, Managing Director & Team Lead, BMO Sponsor Finance | Jon and Dan discuss why it is important to have direct origination capability in private debt, the role of PE sponsors in deal sourcing and how investor expectations are evolving around alignment and co-investment. They also discuss where they see best relative value in private debt globally, investor perceptions vs reality in US middle market and why fixed income investors are increasingly looking to private credit opportunities.
Listen to the full interview which covers:
- Why is direct origination capability important in private debt?
- Why do you value deal sourcing from Private Equity Sponsors in undertaking your direct lending activities?
- How do you view the relative value between North American, European and Asian, including Australian, private debt in the current environment?
- What do you find to be the biggest disconnect between investor perceptions and the reality of the US middle market?
- When it comes to direct lending, how are investor expectations evolving around alignment and co-investment?
- Why do you think fixed income investors are increasingly looking to private credit opportunities?
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