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    • Specialization with Armen Panossian
    • Emerging Markets with Howard Marks, Julio Herrera, Pedro Urquidi and Frank Carroll
    • Relative Value with Howard Marks, Armen Panossian, Madelaine Jones and Justin Guichard
    • Cycles with Howard Marks, Julio Herrera, Jordon Kruse and Robert O’Leary
    • Risk Management Introduction with Howard Marks
    • Risk Management with Ian Schapiro
    • Risk Management with Raj Makam
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Conversations with Portfolio Managers

 

Specialization with Armen Panossian

Specialization with Armen Panossian

In this installment of our Conversations with Portfolio Managers series, Co-Chairman Howard Marks and Head of Performing Credit Armen Panossian discuss the importance of specialization that leads to deep asset-specific expertise, a fundamental tenet of Oaktree’s investment philosophy.



Emerging Markets with Howard Marks, Julio Herrera, Pedro Urquidi and Frank Carroll

Emerging Markets with Howard Marks, Julio Herrera, Pedro Urquidi and Frank Carroll

Co-Chairman Howard Marks is joined by Julio Herrera (Emerging Markets Debt, Emerging Markets Debt Total Return), Pedro Urquidi (Distressed Debt), and Frank Carroll (Emerging Markets Equities) for a roundtable discussion on the emerging markets. Watch the video for their perspectives on the overall EM environment and their approach to disciplined investing during these volatile times.



Relative Value with Howard Marks, Armen Panossian, Madelaine Jones and Justin Guichard

Relative Value with Howard Marks, Armen Panossian, Madelaine Jones and Justin Guichard

Co-Chairman Howard Marks is joined by Armen Panossian (Strategic Credit), Madelaine Jones (European High Yield Bonds, European Senior Loans) and Justin Guichard (Real Estate Debt, Structured Credit) to discuss today's credit markets, technical conditions, relative value considerations, and potential areas of opportunity.



Cycles with Howard Marks, Julio Herrera, Jordon Kruse and Robert O’Leary

Cycles with Howard Marks, Julio Herrera, Jordon Kruse and Robert O’Leary

In the next installment of our Conversations with Portfolio Managers video series, Co-Chairman Howard Marks discusses the import of cycles with Julio Herrera (Emerging Markets Opportunities, Emerging Markets Debt Total Return), Jordon Kruse (Special Situations) and Robert O'Leary (Distressed Opportunities) on the back of the launch of his New York Times bestseller, Mastering the Market Cycle: Getting the Odds on Your Side.



Risk Management Introduction with Howard Marks - Insights

Risk Management Introduction with Howard Marks

Since our firm’s inception in 1995, one of the core tenants of our investment philosophy has been the primacy of risk control. Hear Howard Marks introduce conversations he had with portfolio managers Ian Schapiro (Power Opportunities, Infrastructure Investing) and Raj Makam (U.S. Private Debt, Middle-Market Finance Group) on the topic of risk.



Risk Management with Ian Schapiro - Insights

Risk Management with Ian Schapiro

Listen to Howard Marks talk with portfolio manager Ian Schapiro to understand how we think about and actively manage risk within the Power Opportunities strategy.



Risk Management with Raj Makam

Risk Management with Raj Makam

Listen to Howard Marks talk with portfolio manager Raj Makam to understand how we think about and actively manage risk when investing in mezzanine debt.

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