Survive to 25 Is Over. Now It's Grinding to 29 | Private Credit Experts Explain | Global Alts Miami

Описание: The Opportunities In Opportunistic Credit | Global Alts Miami 2026

Where is the real alpha in private credit? Four specialists break down the dislocations they're finding—from a trillion dollars in maturing CRE loans to asset-based lending in venture to patent monetization wrapped with insurance.

Featuring:
• Preet Chawla, Managing Director, Carnegie Corporation of New York (Moderator)
• Greg Friedman, Managing Principal & CEO, Peachtree Group
• Keri Findley, CEO & CIO, Tacora Capital
• Sanjay Pant, JD, Managing Member, IP Edge

TIMESTAMPS:
0:00 - Why Carnegie focuses on opportunistic over direct lending
1:10 - Peachtree Group: $10B AUM, 70% credit focused
1:47 - Tacora's thesis: Asset-based lending to venture-backed businesses
3:09 - IP Edge: Patent monetization with insurance protection
5:22 - How the insurance wrapper works in IP investing
6:12 - Asset-based lending deep dive: SPVs and asset seizure
7:03 - "A third of our deals don't work"
7:48 - "Without fraud, it's hard to lose money"
8:22 - CRE dislocations: "Survive to 25... Grinding to 29"
9:30 - A trillion dollars in maturing loans
10:23 - $2B direct lending, $600M buying bank paper
10:50 - How AI is changing credit
11:27 - AI killed deal flow for asset-based lenders
12:21 - AI driving office recovery in Northern California
12:44 - AI reducing transactional costs in patent monetization
14:01 - Impact of capital influx on sourcing
16:01 - Mega funds refinancing borrowers out early
17:02 - "Media glamorized it, then villainized it"
18:01 - Buying back-leveraged facilities from other PE firms
18:23 - The evergreen fund debate
19:12 - "$30M to $500M to zero" - Why warrants kill evergreens
20:47 - How falling rates affect each strategy
22:56 - Biggest LP misconceptions about private credit
24:24 - Asset-based vs direct lending explained
25:33 - "16 years, never gone to trial"

#PrivateCredit #AlternativeInvestments #AssetBasedLending #CommercialRealEstate #VentureDebt #iConnections #GlobalAltsMiami--

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