Oak Hill CEO on $5B in Dry Powder, Investment Opportunities

The transcript discusses the availability of capital and investment opportunities, highlighting the shift from lower-risk to potentially larger opportunities. It explores the evolution of the leverage finance market and the increasing sophistication of investors. The discussion includes the impact of economic conditions on capital flow, the role of coupon rates, and the potential effects of a recession. The speaker emphasizes the ability to mobilize capital quickly and the opportunities that arise from market dislocations.

How does the speaker describe the evolution of the investor base in the context of private equity?

What is the speaker's outlook on potential investment opportunities during a recession?