In the latest episode of Streaming Income, Head of Portfolio Finance, Dadong Yan helps to define and de-mystify the growing opportunity in Portfolio Finance.
Episode Segments:
(03:04) – Defining portfolio finance
(04:23) – Where NAV lending fits in
(06:11) – Core portfolio finance: Private credit, RE debt, secondaries & GP financing
(12:45) – The risk-return spectrum of portfolio finance strategies
(17:53) – How the portfolio finance asset class has developed over time
(19:50) – Accessing portfolio finance
(22:55) – Generating alpha & incremental yields vs. IG asset classes
(28:41) – Where investors are bucketing portfolio finance
(30:44) – How origination works in the asset class
(33:37) – Understanding the competitive landscape in portfolio finance
(38:24) – Final thoughts
Viewpoints papers mentioned in the conversation:
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