Rakesh Jain

speaker

327 appearances 1 recordings 1 series first heard Jan 2026 last heard 23 Jan

Rakesh Jain’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Jan 2026 with 1.

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How I Invest with David Weisburd · E289: The Evolution of Private Credit and What Comes Next · 23 Jan 2026 podcast

So I think

smart people are working on this.

And I think more and more clients should expect the delivery of these types of solutions on a go forward basis.

I think it's pretty exciting.

And I think could be a real game changer in terms of how investors get access to these types of funds and these types of products.

That's right.

So I think, look, by itself, it can be a very tax-efficient alternative.

in private credit compared to other forms of private credit exposure where the vast, vast majority of the return profile is just focused on ordinary income.

But the beauty, the next innovation is really figuring out how to wrap a tax efficient blanket over that whole thing to shelter even more what's going on on the ordinary income side.

So I think that could be pretty exciting.

Historically, what percentage has been in capital appreciation versus credit, roughly?

For credit secondaries, it really depends on the end market.

So if you're investing in something that's more senior secured, floating rate in nature,

has a medium term duration on it by definition.

more of the total return is going to be oriented around ordinary income.

So probably two thirds ordinary income versus, you know, one third capital gains oriented.

And again, those are, those are maybe averages with a high degree of variability, you know, deal to deal and situation to situation.

If you're investing in more opportunistic credit where the discounts and the risk profile is a little bit higher because you're investing more

perhaps deeper in the capital structure, those discounts can be 50% or more of the total return profile.

So that can be a different level of mix depending on the risk reward.

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