US Private Credit Outlook

Managing a Middle-Market Portfolio in a Crisis

room Live Virtual Briefing

Agenda

  • The growing stress affecting the broadly-syndicated loan market is now well documented by rating agencies and trading markets. The challenges facing middle-market credit managers are hidden by the private nature of that space, but are still very real andHow are middle-market companies performing so far, and what is the long term forecast for them? 

  • 10:45

    Time to Login to the Virtual Briefing

  • 11:00

    Welcoming remarks

    Michelle D'Souza
    Michelle D'Souza
    Reporter, Creditflux
  • 11:05

    Panel - Portfolio management during a crisis

    •How are middle-market companies performing so far, and what is the long term forecast for them?
    •Are stronger covenants improving relative performance in a downturn?
    •Should managers provide extra liquidity to struggling portfolio companies, or conserve cash?
    •Should managers hold distressed assets or trying to sell them on the nascent secondary market?
    •Are the constraints built into BDC and CLO structures impeding the ability to manage a middle market portfolio?

    Michelle D'Souza
    Michelle D'Souza
    Reporter, Creditflux
  • 11:35

    Q&A

  • 11:45
DLA Piper