logo
episode-header-image
Mar 2024
14m 48s

NAV Finance 101: The Next Generation of ...

Oaktree Capital
About this episode

Learn all about NAV finance, a rapidly growing segment of the private credit landscape, in this explainer, which was authored by Armen Panossian (Co-CEO and Head of Performing Credit) and Pierre-Antoine de Selancy (Cofounder and Managing Partner, 17Capital). They discuss the evolution of NAV finance, the benefits for both lenders and borrowers, and the area’s dramatic growth in recent years. They argue that NAV finance is likely to play a crucial role in the next generation of private finance.

You can read NAV Finance 101 here (https://www.oaktreecapital.com/insights/insight-commentary/education/nav-finance-101-the-next-generation-of-private-credit).

Up next
Nov 13
Convergence
How are private and liquid credit evolving into complementary forces? And how can combining these two distinct but interlinked markets be of benefit to both investors and issuers? In an in-depth conversation, Armen Panossian (Co-CEO and Head of Performing Credit), Raghav Khanna ( ... Show More
31m 59s
Oct 14
35 Years of Memos
To celebrate the 35th anniversary of his memos, Howard Marks recently held a fireside chat for Oaktree employees. Listen to an excerpt from the conversation to hear Howard discuss why he started writing and why he’s kept at it, and learn more about the enduring investment truths ... Show More
30m 47s
Oct 9
Undercurrents
In the latest episode of The Insight: Conversations, Oaktree experts assess the bifurcation in equity and credit markets today, examine dislocation in the healthcare sector, and take a closer look at the recent resurgence of activity within commercial real estate. Steve Tesoriere ... Show More
34m 20s
Recommended Episodes
May 2024
Demystifying Investment Banking: What is Leverage Finance? (Part 1)
<p>In this mini two-part series, we unravel the intricacies of leveraged finance, a cornerstone yet frequently underestimated domain of the investment banking division (IBD).</p><br><p>Join us in Part 1 as Director of Corporate Finance, Stephen Barnett demystifies the concept of ... Show More
29m 5s
Nov 6
DoubleLine Is Ringing Alarm Bells on the AI Debt Funding Bonanza
Credit investors should be careful about participating in the artificial intelligence boom, according to DoubleLine Capital. “You have to be not only cautious about the tech sector, but the tangential related sectors that are providing support for these new projects,” Robert Cohe ... Show More
45m 22s
Jul 2024
Understanding Private Credit
Private Credit is a favored asset class among ultra high net worth investors. Due to its much higher return and reduced risk profile, we believe it should replace a large percentage of bond allocations in investor portfolios. This episode covers a few of the basics to set the fou ... Show More
6m 32s
Sep 25
#477: Macbrennan Peet, Founder of Project 0, on Borrowing Against Your Entire DeFi Portfolio, Onchain Credit Markets, and Entertainment Finance
<p>MacBrennan Peet is the Founder of Project 0, the first multi-venue, DeFi-native prime broker on Solana. Mac has built and scaled companies across finance, trading, and healthtech, with multiple successful exits and acquisitions, previously founding and exiting Temporal, sellin ... Show More
31m 48s
Apr 2025
Corporate Finance Explained | AI in Corporate Finance
Artificial Intelligence (AI) is rapidly reshaping corporate finance, moving beyond simple automation to become a powerful strategic partner. Discover how AI is fundamentally changing financial decision-making in this Deep Dive episode of Corporate Finance Explained (FinPod).Explo ... Show More
16m 38s
Sep 2024
Careers in Finance | Ashok Manthena
<p>In this episode of Careers in Finance on FinPod, we talk with Ashok Manthena about his experiences at companies like Google, Gap, and Ingersoll Rand, highlighting the unique opportunities and challenges in finance functions. </p><p><br></p><p>The conversation explores the impa ... Show More
11m 47s
Jan 2025
What an AI-powered finance function of the future looks like
<p>In this bonus episode of Inside the Strategy Room, we feature an interview with OpenAI CFO <a href="https://www.linkedin.com/in/sarah-friar/">Sarah Friar</a> from the&nbsp;<a href="https://www.mckinsey.com/capabilities/mckinsey-digital/our-insights/what-an-ai-powered-finance-f ... Show More
28m 19s
Feb 2024
49. Project Finance 101 & Infrastructure Investing Basics
<p><a target="_blank" href="https://www.buzzsprout.com/twilio/text_messages/2159526/open_sms">Send us a text</a></p><p>What is Project Finance?  In this episode, we are joined again by Rahul Culas, Julie Kim, and David Albert to get into the basics of this sector of Investment Ba ... Show More
41m 33s
Jun 2025
Corporate Finance Explained | Financial Storytelling
Mastering Financial Storytelling for Strategic Influence in Corporate FinanceIn this episode of Corporate Finance Explained on FinPod, we explore one of the most critical yet overlooked skills in mid-career finance: financial storytelling. For professionals in FP&A, strategic fin ... Show More
21m 51s
Jun 2025
Finance vs Accounting: Which Path to Choose?
In this episode of the Finance and Accounting Show, we dive into the evolving landscape of accounting and finance. With over 60% of CPAs nearing retirement and new technology changes impacting the industry, we discuss whether finance is becoming more favorable over accounting. Ou ... Show More
11m 34s