Jonathan Dorfman
Chief Investment Officer at Napier Park Global Capital, a $40 billion alternative credit manager, and a pioneer in credit derivatives with deep expertise in corporate and private credit markets.
Top 3 podcasts with Jonathan Dorfman
Ranked by the Snipd community
10 snips
Mar 7, 2024 • 37min
Credit Pays ‘Equity-Like Returns,’ Says Napier Park
Credit derivatives and securitizations offer equity-like returns even in a recession, says Napier Park. Structured credit offers better gains than corporate bonds with reduced risk. Concerns raised about private credit pricing disparities. Real estate companies borrowing from public bond markets due to high rates. Listen for more insights on Apple Podcasts and Spotify.
8 snips
Apr 11, 2025 • 21min
Trump tariffs will materially impact credit, raise financing costs – Napier Park’s Jon Dorfman
Jonathan Dorfman, co-founder and CIO of Napier Park Global Capital, shares insights on the impact of Trump-era tariffs on credit markets. He warns that companies in the non-investment grade space face survival risks, leading to increased defaults and higher financing costs. Dorfman highlights the volatility in the market and its psychological toll on consumers and corporate leaders. He contrasts current market resilience with past downturns, emphasizing the need for strategic decision-making amid economic uncertainties.
Mar 13, 2026 • 35min
Napier Park’s CIO says firm has stockpiled cash to buy mispriced assets
Jonathan Dorfman, CIO at Napier Park Global Capital and a pioneer in credit derivatives, discusses why his firm has hoarded cash to buy mispriced assets. He talks rising volatility, widening credit spreads, private credit repricing tied to software and AI, geopolitical shocks and market reactions, and why CDX markets show caution without panic.
