Private Credit at an Inflection Point: Risk, Resilience, and the Future of Capital

Private Credit at an Inflection Point: Risk, Resilience, and the Future of Capital

Private credit has moved from an alternative strategy to a core pillar of today’s capital markets—but is the market prepared for what comes next?

In this episode of Conversations with Anthony, Anthony Caporrino is joined by JP James, Chairman and CEO of Hyde Financial Assets, for a candid discussion on the evolution of private credit, the forces driving its rapid growth, and the structural risks emerging beneath the surface. Drawing on decades of experience across private markets, data analytics, and consumer credit, JP shares why private credit has stepped into the void left by traditional banks, where excess capital and speed are creating fragility, and how misaligned liquidity and limited visibility into underlying assets could pose challenges in the next downturn.

Chapters
  • (00:00:00) - Conversations With Anthony Caprino
  • (00:00:46) - Private Credit, Will It Survive?
  • (00:04:41) - Private Credit: Attractive to Investors
  • (00:10:42) - Private-Credit vs. Traditional Bank Credit
  • (00:13:55) - Private Credit Is More Mainstream
  • (00:22:46) - Risk of Large Institutions Ignoring the Basis
  • (00:27:45) - Private Credit: The Need to Understand the Technology

Jaksot(68)

A&M Conversation With: Digital Growth in the Supply Chain

A&M Conversation With: Digital Growth in the Supply Chain

On this episode of A&M Conversation With, Managing Directors David Riviere and Keith Browning, as well as Senior Directors Matt Stanfield and Art Hall sit down to discuss the growing digital presence ...

15 Loka 20189min

A&M Conversation With: Steel Tariffs and the Future of Supply Chain

A&M Conversation With: Steel Tariffs and the Future of Supply Chain

On this episode of A&M Conversation With, Senior Director Art Hall in our Corporate Performance Improvement practice sits down with Managing Director Geoffrey Pollak and Eric Wang from our Corporate P...

23 Touko 201813min

A&M Conversation With: Valuation Issues for Private Equity Funds (Part III)

A&M Conversation With: Valuation Issues for Private Equity Funds (Part III)

A&M Conversation With: Valuation Issues for Private Equity Funds (Part III) by Alvarez & Marsal

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A&M Conversation With: Tax Reform and M&A Activity (Part II)

A&M Conversation With: Tax Reform and M&A Activity (Part II)

On this episode of A&M Conversation With, Senior Director Art Hall in our Corporate Performance Improvement practice sits down with Managing Director Jill-Marie Harding from our Taxand practice to dis...

7 Touko 20189min

A&M Conversation With: Valuation Issues for Private Equity Funds (Part II)

A&M Conversation With: Valuation Issues for Private Equity Funds (Part II)

This is the second excerpt from a webinar on valuation issues for private issues. The moderator, Ian Blance of Voltaire Advisers, talks to Richard Bibby and Mark McMahon about recent developments. On ...

20 Huhti 20183min

A&M Conversation With: Supply Chain and Tax Reform (Part I)

A&M Conversation With: Supply Chain and Tax Reform (Part I)

On this episode of A&M Conversation With, Senior Director Art Hall in our Corporate Performance Improvement practice sits down with Managing Director Jill-Marie Harding from our Taxand practice to dis...

17 Huhti 20189min

A&M Conversation With: Valuation Issues for Private Equity Funds (Part I)

A&M Conversation With: Valuation Issues for Private Equity Funds (Part I)

A&M Conversation With: Valuation Issues for Private Equity Funds (Part I) by Alvarez & Marsal

11 Huhti 20184min

A&M Conversation With: Cash Logistics and Financial Services

A&M Conversation With: Cash Logistics and Financial Services

On this episode of A&M Conversation With, Senior Director Art Hall in our Corporate Performance Improvement practice sits down with Trent Bonnell, Chief Operating Officer of GardaWorld Cash Services f...

28 Maalis 20187min

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