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 the way to mitigate that adverse selection is having a wide funnel, but it's also having access to tremendous amounts of information.

So having all of those incumbent relationships in private credit, as well as a very large portfolio and a $2 billion primary program in private credit just gives us unique insight, incredible vantage point, both on a micro level and macro level around what's happening in private credit.

and with specific companies.

So that allows us to identify things that are problem assets.

Obviously, they might be marked already in the 70s or 80 cents on the dollar.

That's obviously a red flag.

But even more importantly is the red flag around an asset that's marked at 98 or 99 and is potentially underperforming, right?

So we are in the midst today at the end of October of a lot of talk in our market around idiosyncratic risks that have happened

generating losses in the credit universe, not necessarily private credit, but companies like First Brands and others that looked seemingly performing from a valuation perspective, but were clearly underperforming from an operating perspective.

So having that information, having those relationships and just having a team of credit experts that have been doing this for a long time with decades of experience, analyzing direct credit and all of these different end markets.

You know, we have specialists who've done both sponsored and non-sponsored direct lending, asset based lending, European lending, special sets.

So when you put that all together.

that's a good recipe for being, I think, very confident in terms of being able to vet credit and make sure you're not stepping into someone else's problems.

Fundamentally for us, for me, when you talked about first principles around investment philosophy, you really want to be focused on performing credit and performing assets.

Buying someone else's problems is really much more of an equity risk.

And that's not what our investors are looking for.

They're generally looking for

consistency, predictability, and stability, that those are really important attributes around credit investing.

Protect your capital at all costs, first and foremost, principles of investing in our asset class.

you're going to discount it, right?

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