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AVCJ Private Equity Forum Japan 2024

The Conrad, Tokyo and online

27 Jun

Private credit: A popular play

Private credit has become a must-have asset class. Not only can investors leverage longstanding trends connected to the withdrawal of banks from traditional lending, but a higher interest rate environment means they get paid more in the process. LPs have plenty to choose from in terms of risk-return dynamics. However, the lingering question is whether GPs have what it takes to manage positions should macro conditions deteriorate. Our experienced credit investors consider the opportunity set.

  • How are macro trends shaping investment opportunities?
  • Which private credit strategies currently offer the best risk-return?
  • What happens if there is an uptick in defaults by borrowers?
  • Where on credit spectrum have Japanese LPs traditionally liked to play?