BC Partners' Goldthorpe Sees Pockets of Value in 'Perilous' Credit Market

The video discusses the current state of the credit market amidst economic uncertainty, highlighting the differences between liquid and illiquid credit. It explores the challenges and opportunities in these markets, emphasizing the importance of fundamentals and underwriting. The discussion includes the behavior of credit originators, the impact of regulations, and the role of private equity in value-added lending. The video also examines the disconnect between equity and debt markets, particularly in tech businesses, and identifies strategies for creating value in illiquid credit.

What strategies are being pursued to create value in illiquid credit?

How do private equity firms approach leveraging opportunities in the current market?

What is the expected performance of credit portfolios in different GDP recession scenarios?