Banking and Portfolios
Kipp discusses the current state of asset acquisition, highlighting a recent purchase of high-quality assets from a bank amidst market uncertainty. He notes the ongoing need for effective portfolio management, especially as companies face maturity challenges and higher rates. Despite a potential banking crisis looming, the focus remains on navigating these complexities and capitalizing on opportunities in the market.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Kipp deVeer – The World of Private Credit at Ares (EP.329)
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