Oaktree Capital Management

Convergence with Armen Panossian, Raghav Khanna, and Danielle Poli

Cockroaches in the Coal Mine

Given the suggestion that fraud may have played a role in both the First Brands and Tricolor bankruptcies, and given that both companies had borrowed in the private credit market, people saw a connection. Is this the beginning of a problem?

Friends Not Foes

Often framed as rivals, private and liquid credit should instead be viewed as powerful complements for both issuers and investors. We believe these two markets are settling into a symbiotic coexistence, as the distinctions blur between the likes of direct lending and broadly syndicated loans.

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2025 Edition

The Rise of Liability Management Exercises: The Changing Face of Restructurings with Oaktree’s Ross Rosenfelt

Oaktree’s Ross Rosenfeld joins the InsuranceAUM.com Podcast to discuss the rise of liability management exercises and what it means for restructuring and distressed investing.

The Calculus of Value

Oaktree Capital Credit Quarterly 2025 - Still Special?

Supply and Demand with Wayne Dahl and Suzana Perić

Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien - Cloned

Nobody Knows (Yet Again)

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – March 2025 Edition

Gimme Credit

The LME Wave

On Bubble Watch

Episode 253: Capitalizing on the Shift in Private Credit: Strategies for Insurance Companies

Armen Panossian is the co-CEO and Head of Performing Credit at Oaktree Capital.

Performing Credit Quarterly 3Q2024: Who Are the Lenders Now?

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters – September 2024 Edition

Looking Beyond the Headlines with Robert O’Leary, Steve Tesoriere, Kenya Williams, and Nicole Adrien

Performing Credit Quarterly 2Q2024: The Dual Economy

Navigating the Sea Change with Howard Marks at Oaktree Conference 2024

Dissecting the Dual Economy with Armen Panossian and Wayne Dahl

The Roundup: Top Takeaways from Oaktree Conference 2024

The Impact of Debt

Volatility Ahead? Featuring Howard Marks, Armen Panossian, and David Rosenberg

Episode 220: A Conversation on Credit with Oaktree Co-CEO Bob O’Leary

Bob O’Leary is the co-CEO of Oaktree Capital Management.

Defying Gravity with Robert O’Leary, Armen Panossian, Jean-Pierre Latrille, and Janet Wang

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters - March 2024 Edition

Performing Credit Quarterly 4Q2023: The Goldilocks Trap

The Roundup: Top Takeaways from Oaktree’s Quarterly Letters - December 2023 Edition

Performing Credit Quarterly 3Q2023: Tails, You Lose?

Further Thoughts on Sea Change