Search a title or topic

Over 20 million podcasts, powered by 

Player FM logo
Artwork

Content provided by Simon Brewer and Will Campion and Money Maze Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Simon Brewer and Will Campion and Money Maze Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
Player FM - Podcast App
Go offline with the Player FM app!

149: The $5 Trillion High Yield Debt Markets: Trouble Ahead or Compelling Returns? - With Victor Khosla, Founder & CIO of Strategic Value Partners

33:09
 
Share
 

Manage episode 431756435 series 2893790
Content provided by Simon Brewer and Will Campion and Money Maze Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Simon Brewer and Will Campion and Money Maze Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This episode comes from the SuperReturn conference in Berlin, with guest Victor Khosla, Founder of SVP. Set up in 2001, the firm manages $18 billion in credit, with an impressive long-term track record in identifying credit opportunities.
Victor describes himself as the ‘Accidental Investor’, initially hired as a strategic consultant for a Citibank project in the 1990s, only then to join them to help develop their credit business.
He recaps his journey from India through Citi, Cerberus, and Moore Capital, before founding his business with the assisted funding from Moore Capital, to identify and buy out-of-favour debt instruments whether distressed or mispriced.
Victor describes today’s markets, the differences between the US and Europe, opportunities that are emerging from private equity indigestion and reduced exits, allied to significant refinancing needs.
As the owner of Swissport, the world’s largest baggage handler, he recounts their post-COVID purchase and the debt/equity swap, and where ownership of the debt in this - and many other instances - means a further need for involvement on the business operations side.
​​The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors and the World Gold Council.

Sign up to our Newsletter
| Follow us on LinkedIn | Watch on YouTube

  continue reading

218 episodes

Artwork
iconShare
 
Manage episode 431756435 series 2893790
Content provided by Simon Brewer and Will Campion and Money Maze Podcast. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Simon Brewer and Will Campion and Money Maze Podcast or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
This episode comes from the SuperReturn conference in Berlin, with guest Victor Khosla, Founder of SVP. Set up in 2001, the firm manages $18 billion in credit, with an impressive long-term track record in identifying credit opportunities.
Victor describes himself as the ‘Accidental Investor’, initially hired as a strategic consultant for a Citibank project in the 1990s, only then to join them to help develop their credit business.
He recaps his journey from India through Citi, Cerberus, and Moore Capital, before founding his business with the assisted funding from Moore Capital, to identify and buy out-of-favour debt instruments whether distressed or mispriced.
Victor describes today’s markets, the differences between the US and Europe, opportunities that are emerging from private equity indigestion and reduced exits, allied to significant refinancing needs.
As the owner of Swissport, the world’s largest baggage handler, he recounts their post-COVID purchase and the debt/equity swap, and where ownership of the debt in this - and many other instances - means a further need for involvement on the business operations side.
​​The Money Maze Podcast is kindly sponsored by Schroders, IFM Investors and the World Gold Council.

Sign up to our Newsletter
| Follow us on LinkedIn | Watch on YouTube

  continue reading

218 episodes

All episodes

×
 
Loading …

Welcome to Player FM!

Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.

 

Copyright 2025 | Privacy Policy | Terms of Service | | Copyright
Listen to this show while you explore
Play