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LS 28
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TOP 10%

OM DENNE PODCAST 🔗

Opdateringsfrekvens:
every 40 days
Gennemsnitlig lydlængde:
46 minutes
Gæsteinterviews
Har sponsorer
Engelsk
USA
17 episoder
siden 7. oktober 2024
episodic

SENESTE EPISODE 🔗

As private credit continues to grow and evolve, what separates truly disciplined lenders from the rest? In this episode of Alternative Angles, host Steve Rosen sits down with Fidelity's Therese Icuss, Managing Director, Direct Lending, and Audie Apple, Managing Director, Equity Capital Formation, t…

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SIDSTE EPISODER

As private credit continues to evolve and competition intensifies, where can direct lending still deliver a meaningful edge? In this episode of Alternative Angles, Host Steve Rosen sits down with Fidelity’s Head of Direct Lending, David Gaito, to explore: How leverage, covenant structures, and und…
What drives performance when investing in CLO tranches—is it structure or credit—and why does it matter for income-oriented investors and institutional portfolios? In this episode of Alternative Angles, host Steve Rosen sits down with Fidelity portfolio managers David DeBiase and Michelle Liu for a…
Extension strategies sit at the intersection of alpha efficiency and portfolio construction, but how do they work in practice? In this episode of Alternative Angles, host Steve Rosen sits down with Gilbert (Gil) Haddad, Fidelity’s chief investment officer of advanced strategies and research, for an…
High-yielding commercial mortgage-backed securities (CMBS) sit at the crossroads of real estate debt and liquid credit investing. In this episode of Alternative Angles, Fidelity Portfolio Manager Matt Torchia and Host Steve Rosen discuss how this nuanced and less efficient market can help provide i…
Collateralized loan obligations (CLOs) have been a cornerstone of structured credit for decades, delivering durable performance through multiple market cycles. But what makes them so resilient? In this episode of Alternative Angles, Fidelity’s Tim Hartshorn, managing director and head of CLO Capita…
In this episode of Alternative Angles, Fidelity Portfolio Manager Niraj Gupta and Host Steve Rosen explore the intricate world of merger arbitrage—a strategy focused on capturing returns from announced corporate transactions while managing downside risk. Through real-world examples, including succe…
Managed futures use a trend-following framework to observe the path and detect changes in the direction of financial assets. In this episode of Alternative Angles, Fidelity Portfolio Manager Roberto (Rob) Croce joins host Steve Rosen to discuss how models are built and used to spot the price path p…
Listen in and learn about the systematic effort to harness Fidelity’s proprietary fundamental data, alternative data, and quantitative capabilities in new ways to produce pure alpha strategies for investors. Join Alternative Angles host Steve Rosen for a sit-down with Gilbert (Gil) Haddad, Fidelity…
Investor preferences and strategies always matter, and in real estate that means getting the risk appetite right. In this episode of Alternative Angles, Ellen Hall, head of direct real estate at Fidelity, and David Kozlicki, global head & CIO of real estate, Unified Global Alternatives at UBS A…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Fidelity, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.