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Business Advice

Insight2016-08-01T14:51:33-04:00

Gretchen Lam on loan and CLO markets

September 14th, 2023|Comments Off on Gretchen Lam on loan and CLO markets

Gretchen Lam, CEO of Octagon Credit Investors, LLC, sat down with Jane King on August 30th, 2023, for a NAVigator interview to discuss the U.S. loan market. Lam, who at the time of the interview was Octagon’s Senior Portfolio Manager, gives an overview of the late-2023 loan market and provides background on senior loans and collateralized loan obligations (CLOs).

Oppenheimer’s Penn: BDCs have adjusted to higher default risks

September 8th, 2023|Comments Off on Oppenheimer’s Penn: BDCs have adjusted to higher default risks

Mitchel Penn, managing director of equity research at Oppenheimer and Co., says that higher interest rates and stubborn inflation have impacted business development companies in terms of both defaults and leverage, but he notes that BDC executives have taken steps to minimize the impacts.

Four classic closed-end funds that remain relevant and vibrant today

September 1st, 2023|Comments Off on Four classic closed-end funds that remain relevant and vibrant today

Veteran money manager David Tepper, president of Tepper Capital Management, looks at four of the oldest closed-end funds -- Adams Diversified Equity, Central Securities, General American Investors and Tri-Continental -- that he has owned for decades, but which remain relevant and effective today, and which are trading at attractive discounts now.

17Oct, 2025

John Cole Scott on what’s next for the BDC, private credit markets

By |October 17th, 2025|Podcast|

John Cole Scott, President of CEF Advisors, discusses the changing landscape of business-development companies and the details he gleaned from attending the recent Eversheds BDC Roundtable, which focused on legislative and other issues that are creating challenges ...

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