686: There’s A Lot Of Talk About A Private Credit Bubble

Many think Private Credit has elevated risks, but the economy is strong and borrowers have healthy balance sheets. One of the least hyped but most interesting areas of credit are special situations and distressed debt. The potential for alpha, mid-teen returns is significant, but it requires precision. Distressed debt requires understanding legal frameworks, financial health, and industry landscapes. Dan Bird, founder of Thornwood Hill LLP, specializes in credit and alternative asset management. Dan has a proven track record in direct lending, special opportunities, and distressed debt, generating strong returns for his clients. Dan identifies strategic investment opportunities with optimal risk management.