In this episode of Alternative Angles, Host Steve Rosen sits down with Fidelity’s Head of Direct Lending, David Gaito, to explore:
- How leverage, covenant structures, and underwriting discipline shape downside protection
- The impact of dispersion, vintage risk, and scaling on long-term outcomes and manager edge
- What current market dynamics, including fundraising trends and capital flows, signal for investors
Listen on Spotify, Apple Podcasts and YouTube
To access more content, please visit Fidelity’s Communities on Alternative Investments.
