Vlad Barbalat
speaker
638 appearances
1 recordings
1 series
first heard Jun 2026
last heard 23 Jun
Vlad Barbalat’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Jun 2026 with 1.
Appearances
We want to have as many ways we can engage and help our business partners.
Asking the first question is, what's the exposure?
how do we best get that exposure?
The mix today is dramatically different than what it would have been five years ago.
That's both expressed in the types of exposure.
So for example, we used to have a meaningful amount of exposure in natural resources.
We have much less today.
One could have looked at that and said, well, natural resources is a way to get exposure to energy, let's say, or perhaps inflation hedge if you wanted to put that lens on.
But the way we were getting it was not serving us well, both because of our capabilities.
We just didn't have the capabilities to be operators of some of these energy businesses.
The second part was they were quite narrow.
The second you're focused on an operating business, that can be...
swamped against a backdrop of macro that says, OK, well, energy prices are up.
Why is this thing not providing me with what I thought it would?
Instead, today, I mentioned one of the verticals we have is energy and infrastructure, which is both a credit and equity business where we
In many cases, choose to own certain assets or have ownership in certain assets but not operate them.
Provide capital across the capital stack and provide solutions, which allow us sometimes to do things like provide credit but have upside exposure via warrants or things like that.
Certainly back partners where appropriate in parts of the industry that are quite technical where we would never seek to reproduce that kind of insight and that kind of capability.
That is an example of, do we have diversification in our portfolio?
Are we benefiting in the moment from that exposure to energy?
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