Hunter Hopcroft
speaker
537 appearances
1 recordings
1 series
first heard Mar 2025
last heard Mar 2025
Hunter Hopcroft’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsNo recordings in the last 12 months.Older appearances are listed below; set an alert to hear about the next one.
Appearances
They need to move private credit upmarket.
Well this really speaks to what
private credits.
pitch and appeal is to borrowers, which is this one-to-one negotiation that allows for more creative structuring, which as we've seen is really Apollo's bread and butter.
So
Whereas a large company might want to go to a bank and let's say they want to do a broadly syndicated loan offering, that's going to be somewhat of a rigid structure for that.
Certainly if they want to do an unsecured bond offering on the public markets, that's going to be a rigid structure.
Apollo wants to be at the table and say,
Hey, can we structure this?
Let's let's move these assets over here and lend against those.
And then we'll take that and we'll trunch it out and we'll have an investment grade sleeve that can be fed into the insurance market and we'll have a B piece that can maybe go to some of these evergreen vehicles or maybe even our ETF.
their ability to originate in more creative ways and then to take that debt and structure it and basically
feed the various tranches to the pools of capital that it meets their requirements is really what Rowan's vision is here.
Apollo's not involved in this deal, but you'd want to see think about how creative things are getting is to look at the core weave deal, which is basically a twelve billion dollar
private credit deals secured by NVIDIA chips.
So things are getting very creative on the debt side.
And
Rowan is very explicit about this demand for credit and their ability to scale up credit origination being the biggest constraint.
He, in fact, he said at a conference in September, quote, the biggest single constraint on growth is not capital formation.
It's not how many people you have.
Showing 381–400 of 537 · page 20 of 27
← Previous
Next →