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 if something's a problem asset and you have to take it, then you're going to mark it down.

So a good example of this more recently was we bought a portfolio, an LP interest with a very high quality manager that had a line item in it that recently hit the news.

We knew it was a problem asset.

And during the course of our diligence, we

we realized and noticed that it got marked to zero in the portfolio.

So even if it was a problem asset in the portfolio, we didn't have to worry about it because we weren't paying anything for it.

The GP proactively decided that that asset was going to be worth zero.

So for us to take it as part of the portfolio didn't impact how we thought about overall pricing or return.

But it's important to identify those things as part of your diligence process so you know that you're not stepping into other situations that might have similar characteristics to them.

We are in the human capital business.

So I think first and foremost,

you have to look around and look at the kindling that you have.

And I think the first thing that we gathered was putting together a great team.

So we put together a team where...

We had expertise in direct credit.

We had expertise in secondary solutions, fund finance, M&A.

These are all important skill sets to have to bring together in one place.

And then finding people who are

really interested in building a business and growing an asset class.

So I think early on, we discovered a common thread among people we were talking to who also felt uncomfortable about kind of the risks and challenges that were existing in the primary market of private credit.

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