Join host Stewart Foley as he sits down with Bob Morgan, Executive Vice President and Managing Director at 50 South Capital, to explore the nuances of investing in private credit. Bob provides insights into 50 South Capital’s unique approach as an allocator, discussing how they scrutinize and select managers, negotiate fee structures, and build diversified portfolios tailored to investor needs.
Bob also shares his perspective on the importance of experience through market cycles, the value of private equity-backed loans, and strategies to enhance yield while managing risk. Whether you’re new to private credit or refining your strategy, this episode offers actionable insights into navigating this increasingly popular asset class.