Credit Investing Opportunities: Is Now the Right Time for Distressed? | SALT iConnections NY

Dan Loeb, Michael Arougheti and Ty Wallach, all renowned investors, sat down at SALT iConnections New York with Kaitlin Malin to discuss markets and the opportunity for distressed credit. The group each gave their thoughts on the state of distressed credit, the role of interest rates and the misunderstood relationship between banks and private credit institutions. Then, they noted signs of economic cracks and talked about impending opportunities in areas like commercial real estate.
SPEAKERS:
- Michael Arougheti | Co-Founder, Chief Executive Officer & President, Ares Management
- Ty Wallach | Chief Investment Officer of Credit, Atlas Merchant Capital
- Daniel S. Loeb | Chief Executive Officer, Third Point
MODERATOR:
- Kaitlin Malin, CFA, CAIA | Chief Operating Officer, iConnections
SALT iConnections New York returned to Manhattan's west side for two days of thoughtful panel discussions with leading figures across finance, technology and public policy. Through the iConnections platform, the event also brings together over 2,000 asset allocators, asset managers and entrepreneurs for curated capital introductions.
SALT iConnections New York 2024: May 20-21, 2024 at the The Glasshouse in New York City. Recorded May 20, 2024.
SALT is a global thought leadership and networking forum encompassing finance, technology, and public policy.
To learn more, visit www.salt.org/event-agendas/20...
𝐅𝐨𝐥𝐥𝐨𝐰 𝐒𝐀𝐋𝐓 𝐨𝐧 𝐬𝐨𝐜𝐢𝐚𝐥 𝐦𝐞𝐝𝐢𝐚:
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Chapters:
0:00 - Intros
2:05 - State of distressed credit
7:30 - Interest rates & bank-private credit relationship
17:05 - Equity
23:23 - Horizonal & vertical integration
30:53 - Monitoring economic cracks & rates
35:28 - Commercial Real Estate opportunities
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