108: Victory Park Capital's Brendan Carroll – Private Credit, Asset-backed Lending, ChatGPT
Description
Private credit has evolved significantly since the global financial crisis, and Brendan Carroll, Senior Partner at Victory Park Capital, has been at the forefront of that transformation.
In this episode, we explore how private credit investments are adapting to meet the needs of insurers, the growing role of asset-backed lending, and why insurance companies are becoming the fastest-growing investor base in the space.
Brendan also shares insights on navigating competitive market dynamics, the resilience of private credit through economic cycles, and the implications of Victory Park Capital’s acquisition by Janus Henderson Investors. Plus, a look at ChatGPT and the future of real-time data in investment management.
Tune in for a deep dive into the past, present, and future of private credit investing!
Overview of podcast with Brendan Carroll, Victory Park Capital
01:00 Getting started in investing
03:00 Setting up the firm in GFC
06:00 Asset backed lending
07:30 Insurance-friendly strategies
09:00 Insurers are the fastest growing LP types
13:00 The industry has always been competitive
17:30 Historic data sees through cycle
18:30 Business review triggers
28:00 The Janus Henderson acquisition
31:00 Developing ChatVPC (not a spelling mistake!)
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