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Tune in to the InsuranceAUM.com Podcast, hosted by our Managing Partner, Stewart Foley, CFA. Our podcast features insightful conversations with CIOs, asset managers, and other distinguished professionals in the insurance asset management industry. Each episode delves into the latest trends, challenges, and opportunities, providing listeners with valuable perspectives and practical advice. Don’t miss out on these engaging discussions that are essential for insurance investors and asset managers.
Episodes
Thursday Apr 27, 2023
Thursday Apr 27, 2023
In this episode of the InsuranceAUM.com Podcast, host Stewart Foley is joined by Kevin Marchetti, Partner and Chief Risk Officer at Varagon Capital Partners, to discuss the impact of the current macro environment on middle market lending. With interest rates rising and inflation presenting challenges, Kevin provides an in-depth look at how Varagon’s approach—focusing on resilient, recession-resistant industries and maintaining strict credit terms—has positioned the firm to navigate these turbulent times. They explore the resilience of Varagon’s portfolio, strategies for stress testing loans, and the importance of working with private equity-backed companies to ensure stronger outcomes even in challenging markets.
The conversation also touches on the broader economic landscape, including the ripple effects of recent stress in the banking sector and how private credit lenders are poised to step in where traditional banks may retreat. Kevin shares his insights on deal flow trends, the challenges of finding quality opportunities, and the outlook for middle market lending as 2023 progresses.