“the loans are a problem. The notion that the loans are…” — Capital Allocators – Inside the Institutional Investment Industry at 36:13
“the loans are a problem. The notion that the loans are short-dated, you only need to get paid back, almost presumes that someone else is going to take you out. How do you think about when you're underwriting a private credit manager? They may make a short-dated loan. If there's no one else to take”
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