About this episode

Danielle Poli discusses the current state of private credit and emerging opportunities during a live podcast episode.

Welcome back to the Alt Goes Mainstream podcast. We 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. Danielle 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. Danielle 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. Danielle and I had a fascinating conversation about the current state of private credit, where cracks might be…

People in this episode

Host: Michael Sidgmore

Guest: Danielle Poli

Topics covered

• private credit
• investment opportunities
• credit cycle
• contrarian mindset
• financial markets

Keywords

• private credit
• investment
• credit cycle
• financial markets
• Danielle Poli

Mentioned in this episode

Organizations: Oaktree, AGM, Barron’s

Places: Brookfield Place, New York

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