A Conversation: Optimizing the Efficient Frontier (Suzy Gibbons, Tony Yoseloff)
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A Conversation: Optimizing the Efficient Frontier (Suzy Gibbons, Tony Yoseloff)
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In this episode, Suzy Gibbons, Partner and Head of Research, sits down with Tony Yoseloff, Managing Partner and Chief Investment Officer, to discuss how dislocations in private equity and direct lending – driven by higher interest rates, excessive leverage and delayed defaults – are creating what we view as a large and growing opportunity set. They explore how opportunistic credit can enhance portfolio construction while extending the “efficient frontier.”
The conversation dives deeper into the analysis beneath the recent white paper that Suzy and Tony co-authored, Optimizing the Efficient Frontier: Opportunistic Credit Amid a Capital Structure Reset.
Read the white paper here: Optimizing the Efficient Frontier: Opportunistic Credit Amid a Capital Structure Reset
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