Robert Blabey
๐ค SpeakerAppearances Over Time
Podcast Appearances
We've been able to execute on a number of transactions over the last decade.
longer than the fund has been in existence.
So pre-2019, where we've done a lot of innovative things in private credit.
And these are generally opportunities where we're the sole capital and handling the underwrite for the investment.
So this is not typically syndicated private credit.
So private credit, it's kind of like ice cream.
It just gets mixed in the big bowl and there's lots of different flavors to it.
So I know private credit's had some
taken some licks recently, but we've had really good scenarios in private credit.
And I think that will continue to offer opportunity in the future.
Other than that, I mean, for us, we tend to be more recipients of deal flow coming in.
And so what we look at and what we do are often, they're really predicated or directed by our network of relationships that are delivering us deal flow and offering us opportunity to look at deal flow with them.
So
We have in the past done thematic things where we've picked a specific theme and sort of gone at it.
But that's really in the last seven years, that's really been only one specific theme that we've done that on.
Otherwise, we're recipients of deal flow and we evaluate it as it comes in.
Yeah, that's a great question.
So I look at it slightly differently.
I feel like when you're getting deal flow from families, it's a very different and more curated and unique, quite frankly, deal flow than when you're getting it from the institutional world.
And so there's opportunities, by the way, in both.