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
So then you are going out, meeting managers and ultimately allocating capital.
You have people who are direct originators of that risk and pursue that.
Perhaps that's a GP.
and many more.
Our toolkit is vast.
Once we determine what exposure we want, we've got lots of different ways of getting that exposure.
And this is critical because I think as an investor that sits in our platform, you have the choice set that very few investors have, which is again, to figure out, do I want that in direct form?
Do I want that as a co-invest?
Do I want that in some club format with other sophisticated investors?
Do I want to be an LP because the particular risk is so difficult to access, so specialized that I have no aspiration or ambition of trying to replicate that?
I view that as an extension of my workforce, and that's the way I'm going to get that exposure.
Same applies in our growth equity portfolio.
Multiple businesses housed there.
One is private equity.
Second is real estate.
Third is energy and infrastructure.
And fourth, what we describe as alternative credit.
I just talked about the corporate credit business.
Alternative credit tends to be all forms of asset backed finance where you're lending not against corporate balance sheets, but against ultimately some pool of collateral.
Same concept applies.
Showing 61–80 of 638 · page 4 of 32
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