Post by Permira
133,803 followers
Can Direct Lending still deliver when the market turns? Last week, Dan Hatcher, Managing Director at Permira, joined the i3 Insurance Investment & Credit Forum in Sydney to explore that question in a session that gathered 70+ senior investment professionals from Australia's leading insurers, superannuation funds, and asset managers. Key themes from the discussion include: ▪️ Why European Direct Lending may offer better risk-adjusted returns than the US in the current environment ▪️ How flexible deal structures have delivered resilience across repeated macro shocks ▪️ The importance of sector depth when it comes to meaningfully assessing AI risk Thank you to the i3 team for hosting such an engaging discussion. #PrivateCredit #DirectLending #AI