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Alternative Angles

Opportunistic and distressed debt investing: The strategies, stories, and intricacies

15 May 2025

Description

This episode of Alternative Angles visits the fascinating and nuanced world of opportunistic credit and distressed debt. Harley Lank, head of Fidelity’s High Income & Alternatives Division, Nate Van Duzer, Fidelity Managing Director, Special Situations, and Bill Wall, Fidelity Managing Director, Special Situations, join host Steve Rosen to discuss how they work closely with their team of analysts and traders to find inefficiencies and unlock potential in stressed and distressed credit. Topics include:Case examples of successful complex restructurings. The totality of the investment process: identifying fulcrum opportunities, due diligence, and tactics employed to effectuate a favorable outcome for investors. Different types of liability management exercises (LMEs) and how they play into their strategies.

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