351 results for "Howard Marks":

Showing 261 - 270 of 351 results

What Can We Do for You?

Memo to: Oaktree Clients From: Howard Marks Re: What Can We Do For You?
Lines in the Sand

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Lines in the Sand In my 2016 year-end review, which went only to clients, I included a discussion of the use of subscription lines by closed-end funds in areas such as private equity, real estate, distressed debt and private credit.
Growing the Pie

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Growing the Pie A few weeks ago, we were pleased to announce a partnership with Brookfield Asset Management that created an alternative investment manager with one of the broadest slates of strategies and greatest asset totals.
Direct Lending: Benefits, Risks and Opportunities

As our co-founder Howard Marks has long said, “we can’t predict, but we can prepare.”
On the Other Hand

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: On the Other Hand It often happens that just as I’m about to release a memo, I come across something that absolutely has to be incorporated.
Calibrating

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Calibrating I set a personal record by writing four memos in the month of March, responding to the rapidly unfolding coronavirus crisis.
Knowledge of the Future

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Knowledge of the Future As I showed by using it again in last week’s memo, I was impressed by the observation of Marc Lipsitch, Harvard epidemiologist, that there are (a) facts, (b) informed extrapolations from analogies to other viruses and (c) opinion or speculation.
Implications of the Election_11716

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks Re: Implications of the Election I’m starting this memo a week before Election Day.
Further Thoughts on Sea Change

All Rights Reserved Follow us: Memo to: Oaktree Clients From: Howard Marks R e: Further Thoughts on Sea Change In May, I wrote a follow-up memo to Sea Change (December 2022) that was shared exclusively with Oaktree clients.
A Look Under the Hood_SC

保 留 所 有 权 利 关 注 我 们 ： 备 忘 录： 致橡树资本（ Oaktree ）客户 作者： 霍华德·马克斯（ Howard Marks ） 主题： 一窥投资奥秘 过去 56 年间，我花了很多时间为客户提供有关投资流程和投资组合的建议，也曾以多个投资 委员会成员的身份，站在客户立场参与决策。