이 에피소드에 관해
In this episode, we hear from Mubashir Mukadam, Blantyre Capital’s Founder and CIO. Mubashir discusses the investment philosophy behind Blantyre’s special situations fund, the intersection between providing capital as a Hedge Fund, Private Equity vs Private Credit, the benefits of providing balance sheet and/ or operational support to certain companies, the competitive landscape in this space, and the extent to which this form of alpha generation is likely to evolve or adopt automation in future. Mubashir is in discussion with Eloise Goulder, Head of the Data Assets & Alpha Group at JP Morgan.
Shownotes:
To learn more about Blantyre Capital: https://blantyrecapital.com/
To learn more about the Data Assets & Alpha Group: https://www.jpmorgan.com/markets/market-data-intelligence
This episode was recorded on April 24, 2024.
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