Could See $3 Billion Unitranche By Year End: Churchill Asset Management's Schwimmer

The video discusses the stability and appeal of private credit, highlighting its lower correlation with overall market volatility. It explores leverage trends, particularly in large loans, and the potential for market growth. Concerns about covenant light deals and the importance of maintaining covenants for smaller companies are addressed. The video concludes with a focus on preferred sectors like healthcare, technology, and business services, which have shown resilience and growth potential.

How did the Churchill model adapt during the COVID-19 pandemic?

What trends in technology and healthcare have emerged as beneficial during COVID-19?

Which sectors are currently favored in private credit investments and why?