{"type":"rich","version":"1.0","provider_name":"Transistor","provider_url":"https://transistor.fm","author_name":"Alt Goes Mainstream: The Latest on Alternative Investments, WealthTech, & Private Markets","title":"Oaktree's Danielle Poli - private credit: \"boring is beautiful\" - live from AGM's RIA Field Trip","html":"","width":"100%","height":180,"duration":1947,"description":"Welcome back to the Alt Goes Mainstream podcast.\nWe were live from AGM’s RIA Field Trip at Brookfield’s New York office at Brookfield Place with Oaktree Managing Director and Co-Portfolio Manager Danielle Poli to unpack why private credit is at a crossroads and why dispersion is growing. \nDanielle has a unique perch to form a developed view on the current state of private credit. She sits at the intersection of public and private credit, providing her with perspectives on where opportunities and risks lie across the liquidity spectrum. \nDanielle is a founding member of Oaktree’s Global Credit strategy and its Investment Committee, which was established in 2017. She’s been an important contributor to its growth into a scaled multi-asset credit platform. She previously led Oaktree’s product specialist group, which she helped build into a global team supporting credit, private equity, and real estate. She joined Oaktree in 201 and has nearly two decades of experience in private markets. She has been named to Barron’s list of the 100 Most Influential Women in U.S. Finance. \nDanielle and I had a fascinating conversation about the current state of private credit, where cracks might be emerging and where to find pockets of opportunity amid the dislocations. We covered:\nWhy is boring beautiful in private credit?\nWhere are we in the credit cycle?\nWhy it’s important to have a contrarian mindset.\nWhere, why, and how dispersion is rising in credit.\nHow to underwrite software investments post-AI. \nWhy asset-backed finance can be a diversifier.\nWhy now could be the time to prepare for opportunistic and rescue lending opportunities, as maturities are fast approaching.\nHow to balance public and private credit investing. \nThanks, Danielle, for sharing your wisdom, expertise, and passion about private credit. \n\nShow Notes\n00:00 Live Podcast Intro\n00:06 Meet Danielle Poli\n00:17 Contrarian Mindset \n00:34 Our Sponsor, Ultimus Fund Solutions\n01:32 Where Private Credit Stands Today...","thumbnail_url":"https://img.transistorcdn.com/AFAZ1vkAT92lFJtqt-r0HeFQ55KTdcbJHmgKXaMlAtY/rs:fill:0:0:1/w:400/h:400/q:60/mb:500000/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzE5MDA4LzE2MTQ1/Mzk1MDUtYXJ0d29y/ay5qcGc.webp","thumbnail_width":300,"thumbnail_height":300}