#112 - Carl Kaufman: Public Credit Risk Discipline

#112 - Carl Kaufman: Public Credit Risk Discipline

From Insightful Investor by Alex Shahidi

March 3, 2026 · 45 min · Episode 112

About this episode

Carl Kaufman discusses public credit risk management and market mispricing with host Alex Shahidi.

Carl is Co‑President and Co‑CEO of Osterweis Capital Management, a boutique investment firm founded in 1983 with approximately $8 billion in AUM (as of 12/31/25). We discuss public credit through an absolute return lens, with an emphasis on downside risk management, cycle awareness, and where markets may be mispricing risk. - This podcast/webcast is provided for informational purposes only and should not be considered legal, tax, investment, or business advice. It is not a solicitation, recommendation, or endorsement. All opinions expressed by participants are their own and do not necessarily reflect the views of the Evoke Advisors Division of MAI Capital Management, LLC ("Evoke”), its affiliates, or any companies mentioned. Information shared has not been independently verified by MAI or its affiliates. MAI Capital Management, LLC (“MAI”) is registered with the U.S. Securities and Exchange Commission ("SEC"), which does not imply any particular level of skill or training. Certain information contained herein has been obtained from third party sources and such information has not been independently verified. No representation, warranty, or undertaking, expressed or implied, is…

People in this episode

Host: Alex Shahidi

Guest: Carl Kaufman

Topics covered

Keywords

Mentioned in this episode

Organizations: Osterweis Capital Management, MAI Capital Management, LLC, Evoke Advisors Division of MAI Capital Management, LLC

Places: U.S.

More episodes of Insightful Investor

Explore listener stats, chart rankings, contacts and more on the Insightful Investor podcast page.