DK Extra Credit
by Davidson Kempner
Latest episode
A Conversation: Opportunity in Regulatory Complexity (Suzy Gibbons…
A Conversation: Opportunity in Regulatory Complexity (Suzy Gibbons…
About this podcast
How do investors find opportunity in complexity? Join Davidson Kempner’s Head of Research for in-depth analysis of global markets and investment considerations. In this podcast, we go beyond the headlines and market chatter to share the insights and opportunities that are driving discourse at Davidson Kempner.
Join us as we break down the numbers, analyze trends, and offer a behind-the-scenes look at how we navigate the complexities of today’s markets.
Website: www.davidsonkempner.com
LinkedIn: https://www.linkedin.com/company/davidson-kempner-capital-management
Episodes
- A Conversation: Opportunity in Regulatory Complexity (Suzy Gibbons, Zach Altschuler & Michael Chiaramonte) · 28 min · Episode 10In this episode, Suzy Gibbons, Partner and Head of Research, sits down with Zach Altschuler, Head of Merger Arbitrage, and Michael Chiaramonte, Deputy Head of Merger Arbitrage…
- Merger Arbitrage: Opportunity in Regulatory Complexity · 38 min · Episode 9We believe that merger arbitrage is entering an especially attractive period. Global M&A activity is rebounding while regulatory review has become increasingly complex and…
- A Conversation: Optimizing the Efficient Frontier (Suzy Gibbons, Tony Yoseloff) · 35 minIn this episode, Suzy Gibbons, Partner and Head of Research, sits down with Tony Yoseloff, Managing Partner and Chief Investment Officer, to discuss how dislocations in private…
- Optimizing the Efficient Frontier: Opportunistic Credit Amid a Capital Structure Reset · 35 minWe believe we are in the early innings of a capital structure reset. Higher-for-longer rates, refinancing pressure, and aging private equity portfolios are reshaping capital…
- A Conversation: Rapids of Private Credit (Suzy Gibbons, Pat Dennis) · 36 minIn this episode, Suzy Gibbons, Partner and Head of Research and Patrick Dennis, Co-Deputy Managing Partner, examine the increasingly commoditized nature of corporate direct…
- Rapids of Private Credit: Opportunities in the Eddies of ABF · 39 minTriggered by the rapid expansion of direct corporate lending over the past decade, competition across the leveraged credit landscape has intensified — contributing to weaker…
- Real Estate Reset: Capitalizing on Record Dispersion · 33 min · Episode 6The sharp repricing of commercial real estate (CRE) across sectors and regions – triggered by steep interest rate hikes that began in 2022 – marks a structural reset leading to…
- Europe: Opportunity in Fragmentation · 34 minMarket fragmentation, lower valuations, and scarcer private institutional capital, in our view, make Europe an attractive market for flexible capital providers. In our white…
- Absolute Return: The Party Is Just Getting Started · 22 minThe environment of higher rates, inflation and deglobalization has resulted in elevated idiosyncratic risk and, in turn, an improved opportunity set for absolute return…
- The Tides of Credit: Opportunity in Dispersion · 28 minIn 2023, credit markets appeared to be on the verge of an “old-fashioned” distressed cycle due to higher base rates and elevated leverage. Leveraged loan defaults have risen…
- DK Extra Credit (TRAILER) · 1 minHow do investors find opportunity in complexity? Join Davidson Kempner’s Head of Research for in-depth analysis of global markets and investment considerations. In this podcast…
