2025-12-19
33 分钟Welcome back to another edition of Goldman Sachs Exchanges, great investors.
I'm Michael Brandmeyer,
Global Head and Chief Investment Officer of the External Investing Group at Goldman Sachs Asset Management and your host for today's episode.
Today, I'm delighted to sit down with Scott Goodwin,
the co-founder and managing partner of Diameter Capital Partners.
Scott.
alongside Jonathan Lewinson established Diameter Capital in 2017,
building an alternative asset management firm which now manages approximately $25 billion in assets.
Diameter Capital is best known for its distinctive approach to global credit markets investing across the entire credit spectrum from investment grade to distressed assets in both public and private markets.
I'm excited to talk to Scott about his career, the long-time golden in diameter partnership,
his investment philosophy, and how he's navigating opportunities across the credit spectrum today.
Scott, great to have you here.
Thanks for having me, Mike.
It's a real privilege.
So I want to start today talking about today's credit landscape.
Right now, we're talking about spreads at about 3%, the 90th percentile.
The private credit markets are wide open.
You might even say booming.
And defaults overall seem
like they're relatively in check despite a couple of high profile defaults.