SC LOWY

Our Head of Origination, David Beckett, had the pleasure of joining Reorg's live webinar yesterday, “Private Credit in the Middle East: Set for Take Off?”   We have been successfully investing across the Middle East for 12+ years and recognize the growing importance of liquidity for future growth in the Middle East and welcomed the chance for David to dive into:   -The development of private credit activity in the Middle East and the role it plays in a typical capital structure.    -Comparisons between private credit in the Middle East and Europe.   -How investors can get involved and deploy private credit in the Middle East.   -Non-performing loans in the Middle East and the growth of a secondary market.    Thank you to Mark Menon of Ankura for participating alongside David, and Shan Qureshi for expertly moderating the discussion.   Watch the full webinar with either of the following links to catch David's insights and learn about the exciting opportunities emerging in the Middle East.   https://lnkd.in/evjJDJwe  https://lnkd.in/eB4NUzxh #privatecredit #alternativecredit #specialsituations #opportunisticcredit #financialmarkets #assetmanagement #middleeast #KSA #UAE #GCC

Our co-founder and global portfolio manager, Soo Cheon Lee, spoke with the South China Morning Post about our increasing enthusiasm for the Asia private credit market and the firm's newly launched third vintage APAC-dedicated private credit fund. As pioneers in the market with deep expertise and local presence, we are excited to tap in to the region's growth potential.   Asia's private credit landscape is gaining traction, driven by robust economic growth and rising demand for alternative financing. Our entry underscores our commitment to exploring untapped frontiers and delivering exceptional value.   Read the full article to gain insights into our strategic vision for the Asian private credit market.”   https://lnkd.in/daxFNYwy #privatecredit #asianprivatecredit #asiaprivatecredit #specialsituations #opportunisticcredit #FinancialMarkets #AssetManagement 

Our co-founder and global portfolio manager, Soo Cheon Lee, spoke with the South China Morning Post about our increasing enthusiasm for the Asia private credit market and the firm's newly launched third vintage APAC-dedicated private credit fund. As pioneers in the market with deep expertise and local presence, we are excited to tap in to the region's growth potential.   Asia's private credit landscape is gaining traction, driven by robust economic growth and rising demand for alternative financing. Our entry underscores our commitment to exploring untapped frontiers and delivering exceptional value.   Read the full article to gain insights into our strategic vision for the Asian private credit market.”   https://lnkd.in/daxFNYwy #privatecredit #asianprivatecredit #asiaprivatecredit #specialsituations #opportunisticcredit #FinancialMarkets #AssetManagement 

We were honored to have our CEO and Global Portfolio Manager, Michel Lowy, represent SC Lowy at Pension Bridge - The Annual 2024 in Half Moon Bay last week. The event brought together the private credit industry's leaders to delve into pressing issues, from the resilience of private credit during recessions to the nuances of ESG and fiduciary duty. Michel joined an engaging panel with industry experts addressing the critical topic of private credit in a recessionary environment. A special thank you to our organizer With Intelligence for the opportunity to join Pension Bridge - The Annual 2024 and engage with the industry’s top leaders. If you would like more information on the event, please visit https://lnkd.in/g7KD6eRc   #privatecredit #asianprivatecredit #asiaprivatecredit #specialsituations #opportunisticcredit #PensionBridge2024 #EconomicOutlook #FinancialMarkets #ThoughtLeadership #AssetManagement 

Join us next Tuesday, 16th April, at Pension Bridge – The Annual 2024 conference where our CEO & Global Portfolio Manager, Michel Lowy, will take the stage at 12pm in The Ritz-Carlton, Half Moon Bay as a member of a prestigious panel addressing Private Credit in a Recessionary Environment. Predictions on when the next recession will hit and how long and how deep it will be, are rampant in the public discourse. Given very few companies have entered today’s environment with interest hedging tools, inflationary pressures and higher rates will cause multi-sector distressed opportunities. How will these factors impact private credit investor sentiment, existing investments, and opportunities? We are there for the week and invite you to reach out to further discuss and explore topics around private credit.   A special thank you to our organizer With Intelligence for the opportunity to join Pension Bridge - The Annual 2024 and share our views among the industry’s top leaders.   For more information on the event, please visit https://lnkd.in/g7KD6eRc. Charlie Kerr Kip McDaniel #privatecredit #distresseddebt #SCLowy

In the latest SC Lowy European credit update, CEO Michel Lowy and Portfolio Managers Alessandro Esposito and Jonathan Graber along with analyst Francesco Russo explain the attractiveness of special situations lending in the current market environment.   Higher interest rates, slowing economies, and tighter lending conditions are creating a very attractive environment in Europe for opportunistic credit strategies. Locally rooted, creative, fast-executing specialized asset managers with the ability to negotiate and interact with local stakeholders in the origination and analysis phases, and that can help expedite restructuring negotiations, strategic initiatives, as well as the execution of exit strategies, will be critical differentiators in generating portfolio returns in the current environment. The rich and diverse set of opportunities currently under consideration include: (i) stretch senior bridge lending opportunities secured by hard assets in the real estate sector; (ii) cherry-picking opportunities in NPL portfolios that are returning to market in secondary re-offers; and (iii) middle-to-upper market direct lending opportunities, particularly to Italian corporates seeking to refinance guarantee-backed loans and/or re-size bloated balance sheets. Giorgia Pozzoli #EuropeanCredit #specialsituations #restructuring #directlending #npl #realestate #assetmanager #SCLowy #Europe #Italy

Thank you to the PDI APAC Forum and to our esteemed fellow panelists Bain Capital, bfinance, HSBC Asset Management and Huatai International Financial Holdings Company Limited for an engaging session around the growing and dynamic APAC private debt market. We are in Singapore for the week and invite you to reach out to further discuss and explore insights on the opportunities driving growth. Private Debt Investor Niann Lai Soo Cheon Lee Jamie Tadelis Simon Clairet #SCLowy #PDIAPACForum #PDIAPAC2024 #PDIEvents #Singapore #privatedebt #privatedebtmarket

📢 Join us for an exciting panel discussion at the PDI APAC Forum, Asia's leading private debt conference! 🌏📊 Our Co-Founder & CIO, Soo Cheon Lee, will be featured on the opening panel at Sands Expo & Convention Center Inc Singapore on March 27, 2024. 🎤 Don't miss out on this opportunity to gain valuable insights and knowledge as we explore the future of Asian private debt. 📈✨ Topics to be covered include: Impact of interest rate uncertainty on Asian credit and emerging trends in private debt growth in Asia. The legal environment and regulatory challenges in different Asian markets, highlighting improvements and nuances. Strategic versus tactical opportunities in Asian private debt and expected returns across various industry sectors. Future market outlook: fragmentation or consolidation? Discover the potential of private debt and seize unique investment opportunities in the evolving banking landscape. 📚💼 Mark your calendars for 9:10 AM and be part of this engaging discussion. See you there! 👥🌐 Niann Lai Althea Yung Amy Sanosi Serene Yuen Beth Piercy Elliott Chae Simon Clairet Private Debt Investor Jingjing Bai Ryan Chung Scott McClurg #PDIAPACForum #PDIAPAC #SCLowy #privatecredit #privatedebt #leveragedloans #leveragedlending #lending #loans #distresseddebt #investmentopportunities #interestrates #corporategovernance #esg #apac #asia #singapore

We are capitalizing on Asia’s growing private credit potential and are thrilled to announce the launch of our follow-on Asia Pacific private credit fund with a core focus on S. Korea. Our co-founder & CIO, Soo Cheon Lee, spoke to Asian Private Banker on our plans to raise ~US$800 million by year-end or Q1 next year. His belief in the S. Korean market, particularly in real estate, leads him to expect a reasonable return range of 15% to 17%. Stay tuned for updates. Twinkle Sparta #PrivateCredit #PrivateCreditFund #KoreaInvestments #Korea #SCLowy https://lnkd.in/ewhmEPAW

Catch us at PDI APAC Forum 2024 on 27-28 March at Sands Expo & Convention Center Inc, Singapore. Our Co-Founder & Global Co-Portfolio Manager Soo Cheon Lee will join other industry leaders to discuss how private debt can create strong returns and support your portfolio growth from a diverse investment standpoint. We will also delve into the best strategies in the private credit universe and explore nascent investment opportunities borne from economic tailwinds.   We invite you to discover the unique propositions of APAC private debt in global markets, better understand investor sentiments towards debt strategies including direct lending, distressed, specialty finance and venture debt, how to stand out as emerging managers in Asia and ESG, corporate governance and due diligence. Niann Lai Althea Yung Amy Sanosi Serene Yuen Beth Piercy Elliott Chae Simon Clairet Private Debt Investor PEI Jingjing Bai Ryan Chung #PDIAPACForum #PDIAPAC #privatecredit #privatedebt #leveragedloans #leveragedlending #lending #loans #distresseddebt #interestrates #corporategovernance #esg #apac #asia #singapore