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

Diversification can come through individual company, obviously, where we really limit the look through exposure.

It can come through vintage year sector exposure, those sub strategies, as well as duration and credit quality.

So what we're really trying to do for clients is deliver an access point for them that they might otherwise not able to get themselves in a significant way.

And they're able to get it at a discount or attractive pricing with much shorter duration and potentially even better credit quality than they might get on a new origination basis.

That's the real beauty of the strategy in a nutshell.

Great question.

I think the use case is very, depending on who you are as an investor, we found that a number of institutional investors are looking at credit secondaries as a very attractive complement to what they already do in private credit.

So they, in many cases, are looking for alpha.

They're looking for a differentiated way to get access to

many of the assets that they're familiar with, particularly in direct lending.

So that could be a use case for many investors.

They want to get access to alpha, a premium return, a better risk adjusted return by investing in fully funded diversified portfolios.

We have some clients who are insurance companies and their real attraction to this space is that they can invest in a very capital efficient way because many of these portfolios are

have a diversification and cashflow profile that allow them to be rated attractively on an IG basis.

And so for them, that's incredibly attractive.

What a lot of investors have also realized is that the benefits of credit secondaries are such that you can reduce

the dispersion of returns that exist in private credit if you were otherwise investing on a blind pool basis in a new portfolio.

And again, that's where the benefits, again, of investing in fully funded portfolios and attractive pricing come into play.

For a lot of high net worth investors who otherwise can't access

closed-end funds because of minimums, or they want some sort of periodic liquidity.

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