ACERCA DE ESTE EPISODIO
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, to explore the art and science of direct lending. Together, they break down the underwriting decisions, structural protections, and portfolio management practices that can shape investment outcomes.
The conversation examines the gap between traditional middle market lending and larger-market transactions, and why rigorous credit analysis, independent insights, and underwriting discipline remain powerful sources of competitive advantage.
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