Navigating Credit Markets: Risks and Opportunities Today – Brookfield – 4.15.24

Overview:
Title: Navigating Credit Markets: Risks and Opportunities Today
Date: Monday, April 15, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

In today’s uncertain macroeconomic environment, investors are faced with navigating both risks and opportunities.

Danielle Poli, Assistant Portfolio Manager, Oaktree’s Global Credit Strategy, and Vanessa Welsh, CAIA, Senior Vice President, Product Specialist for Oaktree’s Global Credit Strategy, will share their thoughts on:

  • The state of the credit market amid a new era of higher rates
  • Why defaults are likely to remain below recessionary averages
  • Which credit sectors may present the most favorable relative value
  • Why a multi-asset approach may be the answer for income-focused investors

Speakers:
Danielle Poli, CAIA Danielle Poli, CAIA Managing Director and Co-Portfolio Manager Oaktree Capital Management, L.P.

Ms. Poli is a managing director and portfolio manager within Oaktree’s Global Credit strategy. She is a founding member of the strategy, having helped design its portfolio management processes and having served as a member of the Global Credit Investment Committee since 2017. Ms. Poli has led the expansion of the firm’s multi-asset credit offerings, including a product for Brookfield Oaktree Wealth Solutions which she has co-managed since 2021. In addition, Ms. Poli oversaw Oaktree’s product management activities globally across Credit, Private Equity, Real Assets and Listed Equities from 2019 to 2023.

Prior to joining Oaktree in 2014, Ms. Poli earned her M.B.A. at the UCLA Anderson School of Management, where she received the Laurence and Lori Fink Investment Management Fellowship. Prior thereto, she worked at PAAMCO KKR Prisma (formerly PAAMCO) where Ms. Poli helped manage hedge fund portfolios for institutional clients.

Ms. Poli holds a B.S. degree in business administration from the University of Southern California and is a CAIA charterholder.
Vanessa Welsh, CAIA Vanessa Welsh, CAIA Vice President and Credit Product Specialist Oaktree Capital Management, L.P.

Ms. Welsh is a vice president and product specialist focused on Oaktree’s multi-asset credit platform, including its flagship Global Credit strategy. She is responsible for various aspects of product marketing, investor relations and product development. Ms. Welsh joined Oaktree in 2018 from PAAMCO Prisma (formerly PAAMCO), where she helped manage hedge fund portfolios for institutional clients.

Ms. Welsh holds a B.A. degree in economics and psychology with distinction from the University of Virginia, where she was elected to Phi Beta Kappa. She then went on to receive an M.S. degree in commerce with a concentration in marketing and management from the University of Virginia’s McIntire School of Commerce. Ms. Welsh is a CAIA charterholder and is proficient in Italian.
Casey Rehling Casey Rehling Vice President, Regional Director – West Brookfield Oaktree Wealth Solutions

Mr. Rehling is a VP, Regional Director, with Brookfield Oaktree Wealth Solutions (BOWS), distributing to RIAs in the western region of the US.

Mr. Rehling joined BOWS in January 2023 after having spent eight years with Voya Investment Management distributing to RIAs, Family Offices and Bank/Trusts. Prior to this he spent ten years with Apollo Education Group in a variety of roles.

Mr. Rehling holds a M.B.A. from University of Phoenix and a Bachelor of Science in International Business from Western International University.
IMPORTANT DISCLOSURES

All investing involves risk. The value of an investment will fluctuate over time, and an investor may gain or lose money, or the entire investment.

Past performance is no guarantee of future results.

As an asset class, private credit is comprised of a large variety of different debt instruments. While each has its own risk and return profile, private credit assets generally have increased risk of default, due to their typical opportunistic focus on companies with limited funding options, in comparison to their public equivalents. Because private credit usually involves lending to below investment grade or non-rated issuers, yield on private credit assets is increased in return for taking on increased risk.

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The information contained herein is for educational and informational purposes only and does not constitute, and should not be construed as, an offer to sell, or a solicitation of an offer to buy, any securities or related financial instruments. This publication discusses broad market, industry or sector trends, or other general economic or market conditions, and it is being provided on a confidential basis.

FORWARD-LOOKING STATEMENTS
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