In this insightful episode, Pierre Braun, Senior Investment Analyst at Pitcher Partners, sits down with Nayef Perry, Managing Director and Global Head of Direct Credit at Hamilton Lane, to explore the dynamic world of private credit. With nearly two decades of experience, Nayef offers a deep dive into how private credit has evolved post-GFC, the regulatory forces that have reshaped lending, and why non-bank lenders are increasingly vital to middle market companies.
The conversation spans key themes including the strategic advantages of private credit over traditional bank lending, the impact of geopolitical tensions and tariffs on deal flow, and the growing importance of relationship-driven capital. Nayef also shares his perspective on default rates, sector selection, and how private credit managers are navigating risk through disciplined asset selection and stress testing.
Whether you’re an investor, advisor, or simply curious about the future of alternative finance, this episode offers valuable insights into how private credit is not only weathering economic uncertainty but thriving in it. With over $600 billion in upcoming loan maturities and a $1.4 trillion gap in credit supply, the opportunity set is vast, and growing.
