Marblegate’s CIO Talks Two-Speed Economy at Milken Institute Panel
The discussion around private credit is often dominated by the apparent appeal of middle market direct lending. The lack of transparency may be obscuring risks that are all too common among smaller highly leveraged corporates.
Marblegate’s Managing Partner & Chief Investment Officer, Andrew Milgram discussed the future of private credit and the myriad challenges facing borrowers and lenders on the “Private Markets: Keeping Up with Moving Targets” panel at the annual Milken Institute Global Conference with executives from Texas Municipal Retirement System (TMRS), Hunter Point Capital LP, Blue Owl Capital, Manulife and Jefferies. As direct lending tries to weather these challenges, the continued growth of private credit as a whole may rely on alternative strategies.