Oaktree Capital Management, L.P.

Oaktree’s enduring mission is guided by a set of unifying business principles that were established over 25 years ago. Learn more about our firm here: https://lnkd.in/g8WXh_f #AlternativeInvesting

ICYMI: Oaktree experts explore attractive entry points for #specialsituations investors in the latest edition of The Roundup.   Read or listen here: https://lnkd.in/epJ62AHJ #AlternativeInvesting

Raj Makam, Portfolio Manager for Oaktree’s U.S. Private Debt strategy, led a session on the direct lending balancing act at AsianInvestor’s 16th #InsuranceInvestment Briefing in Hong Kong. He also spoke on a panel where he discussed how inflation trends and interest rate dynamics are shaping #privatedebt strategies, and shared insights on risk mitigation and navigating a competitive environment. Oaktree looks forward to connecting with clients and peers at the event again in the future!

Christine Pope, Managing Director for Oaktree’s Global Private Debt strategy, will join Mergermarket’s Private Equity Forum as a speaker for a panel session on the evolving landscape of #privatecredit. The discussion will delve into factors continuing to drive popularity for the asset class, the expected resurgence in M&A and leveraged buyouts in 2025, and why consolidation remains at the forefront for debt managers. Additional information: https://lnkd.in/eqQZa5nw   #AlternativeInvesting

We had the privilege of interviewing one of the most legendary investors of the last half-century: Howard Marks. Howard is Co-Founder and Co-Chairman of Oaktree Capital Management, L.P., which has grown to over $200B in AUM. In this interview, we dive into Howard’s story, second-level thinking, integrity, and what it takes to succeed in investing. Howard shares his journey from Citi to Oaktree, offering powerful lessons on shared values, managing emotions in investment decisions, and how philanthropy shapes leadership.   🎧 Don’t miss this unique conversation with one of the top investors of our day. You won’t want to miss this one. Link in comments 👇 #Investing #Leadership #HowardMarks #Finance #ScholarsOfFinance

In the current installment of The Roundup, Oaktree experts explore various investment risks and opportunities, including the heightened demand for mezzanine financing, attractive entry points for special situations investors, the limited competition for unrated asset-backed finance investments, and the growing need for specialized life sciences lenders. Plus, we’ve included an excerpt from Howard Marks’s 2024 year-end letter to clients. You can listen to the audio version of The Roundup via the audio player at the top of the written piece on Oaktree’s website.   Read/Listen: https://lnkd.in/epJ62AHJ

Danielle Poli, CAIA, Assistant Portfolio Manager for Oaktree’s Global Credit strategy, joined Scarlet Fu on Bloomberg TV to discuss why companies will likely need to get comfortable raising capital amid uncertainty, resiliency in the #creditmarkets where deals are oversubscribed, and the outlook for interest rates. Watch the full interview here: https://lnkd.in/gvBFrTy9   #AlternativeInvesting 

ICYMI: Milwood Hobbs, Jr., Oaktree’s Head of Sourcing & Origination, discussed the outlook for #privatecredit, what might stimulate the return of M&A, and how the market is pricing risk at PEI’s 2025 NEXUS conference. Watch the full interview here: https://lnkd.in/g8mTi-bc #AlternativeInvesting 

Asset-based finance (ABF) is a form of private credit investing backed by contractual assets (for example, loans, leases and mortgages), which we believe is on the verge of significant growth. Read the Q1 2025 issue of the Alts Quarterly to learn more about the growth of ABF and how it should complement, not substitute, direct lending in portfolios: https://lnkd.in/eCCppq4U

“Private credit’s meteoric rise over the last 15 years has created excess—and 2025 may be the year we see how well firms have underwritten through it.” – Robert O’Leary, Co-CEO, Oaktree Capital Management, L.P. At #ALTSLA, Bob opened our final day with a candid outlook on the road ahead for private credit. From macro uncertainty to portfolio stress-testing, he emphasized the need for investors to balance their allocations with both pro-cyclical and counter-cyclical strategies. Volatility isn’t coming. It’s already here—and the most disciplined managers are about to stand out. #ALTSLA #MarketsGroupALTS #AlternativeInvestments Kerry Bushman Cohen, MSc. Lindsay DeLarme Markets Group CAIA Association CFA Society Los Angeles CalALTs (The California Alternative Investments Association) Paul Hamann Debra Haym Karly Congero Hema Ezhil Nicole Lopez Katie Merch-Chammon Zung Tranova Serena Wright Will Hamilton-Hill Stevie Jacobson Gabriela McNicholl Olivia Obregon Yesenia Valle Fadumo Omer Courtney McQuade