#114 - Michael Gross: Private Credit Crowding, Complexity Alpha

#114 - Michael Gross: Private Credit Crowding, Complexity Alpha

From Insightful Investor by Alex Shahidi

March 17, 2026 · 45 min · Episode 114

About this episode

Michael Gross discusses the evolution of the private credit landscape and the potential of complex strategies for better returns.

Michael is Co‑Founder of SLR Capital Partners, a private credit firm advising on $13B of total available capital (as of 9/30/25), and a pioneer of modern private credit, including as a founding partner of Apollo Global Management. We discuss how the private credit landscape has evolved as it has scaled and institutionalized, why parts of the market have become crowded, and how complex strategies like asset‑based lending may offer more compelling risk‑adjusted returns and true portfolio differentiation today. - 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…

People in this episode

Host: Alex Shahidi

Guest: Michael Gross

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Mentioned in this episode

Organizations: SLR Capital Partners, Apollo Global Management, MAI Capital Management, LLC, Evoke Advisors Division of MAI Capital Management, LLC

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