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The Memo by Howard Marks

The Insight: Conversations – Performing Credit Quarterly 1Q2023

The Memo by Howard Marks
The Memo by Howard Marks

In the first episode of Oaktree’s new podcast, Armen Panossian (Head of Performing Credit) and Howard Marks (Co-Chairman) discuss key takeaways from the 1Q2023 Performing Credit Quarterly, including the potential ramifications of the recent banking turmoil, opportunities in private credit and a possible rise in distress. As part of the discussion, they explore Howard’s memo Lessons from Silicon Valley Bank.

The Memo by Howard Marks
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