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

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And then as a buyer, we can do other things.

We can get the dynamics of a pull to par in a portfolio.

As an example, a portfolio might be marked at 95 and it could repay back at 99 or 100.

We'll get some call protection, maybe some equity upside in some of these portfolios.

So there's a lot of different drivers of value in a credit secondaries book of loans.

Versus just simply buying it, you know, as an example, in the private equity market, an asset at a headline discount.

So the dynamics are much more complex, much more nuanced.

And that's what makes it, I think, a pretty interesting place to spend time in.

So we've been in this market a long time.

So we have exposure to over 5,000 loans on a look-through basis.

We have relationships with over 100 GPs globally.

We are spread primarily between North America, primarily the US and Western Europe.

And we span a whole range of different underlying credit strategies.

They could be on the senior side, middle market direct lending,

But we do participate in lower middle market and upper middle market parts of the direct lending market.

Within other credit strategies, we have exposure to mezzanine and subordinated debt.

We've done some things in real estate credit, structured credit, capital solutions, special situations.

We've even done some things in royalties and film finance.

music royalties and film finance.

What we're trying to build are, depending on the various components of assets, diversification across many different matrices.

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