
E8: BDCs - Consistent, Compelling Returns with Matt Freund of Barings
The Credit Clubhouse
• 36 min
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Welcome back to our latest installment of The Credit Clubhouse, as always I am your host, Todd Anderson, Head of Content & Programming at DealCatalyst.
Joining me today is Matt Freund, who is the President of Barings BDC.
Key topics covered:
- The different types of BDCs
- How investors should think about BDC fees & alignment
- The attractiveness of the investment opportunity
- Structural changes of the last decade
- Interest rate environment and regulatory impact on BDCs
- Stress on the borrower
- How should PIK be used and evaluated?
- New private credit entrants
- The blurring of private and public
- ETFs
- Predictions for the coming year
- And much more...
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