Bob O’Leary

Armen Panossian, Co-CEO and Head of Performing Credit at Oaktree, focuses on credit markets and selective underwriting. Bob O’Leary, Co-CEO and Portfolio Manager, Global Opportunities, brings macro and opportunistic investing expertise. They discuss widening market bifurcation across consumers, sectors, equities and credit. Conversations cover CLO-driven loan volatility, direct lending selectivity, and regional financing opportunities.

Howard reflects on memos related to the Global Financial Crisis with Bob O’Leary, Co-Portfolio Manager of Oaktree’s Global Opportunities strategy. They share their most striking memories from the years leading up to and during the crisis. They also discuss today’s market environment and consider whether investors have forgotten many of the lessons they should have learned during this tumultuous period.