Go beyond the headlines with in-depth conversations featuring top industry leaders across the entire credit lifecycle. From CLOs and private credit to the broader financial landscape under the Octus umbrella, this series delivers expert perspectives, market-shaping insights, and exclusive analysis to keep you ahead of the curve.
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Go beyond the headlines with in-depth conversations featuring top industry leaders across the entire credit lifecycle. From CLOs and private credit to the broader financial landscape under the Octus umbrella, this series delivers expert perspectives, market-shaping insights, and exclusive analysis to keep you ahead of the curve.
EP 04: The End of Easy Private Credit and What Comes Next with Michael Gross
Industry Insights: Exclusive Interviews
22 minutes 28 seconds
4 months ago
EP 04: The End of Easy Private Credit and What Comes Next with Michael Gross
In this episode of Industry Insights: Exclusive Interviews host Julie Miecamp introduces a sweeping conversation on the evolution of private credit with someone who helped shape the space from the ground up.
Octus reporter Katherine Schwartz sits down with Michael Gross CEO and co-founder of SLR Capital Partners to explore how the once niche asset class has transformed into a highly liquid increasingly commoditized segment of global finance. From his early days at Apollo to building one of the most diversified platforms in the industry, Gross brings more than 30 years of experience to a candid and timely discussion.
They examine the post–golden age hangover, the decline of illiquidity premiums, and the shift from cash flow lending to asset-based strategies. Gross explains why real edge today comes from underwriting complexity, not chasing scale, and how institutional appetite is reshaping the market from the inside out.
The conversation also covers retail capital, documentation risk, and platform evolution... offering hard-earned perspective on where opportunity lives now and what investors are still getting wrong.
Plus, a rapid-fire close on what keeps Gross up at night, what he misjudged about life sciences, and the overlooked corners of credit he believes still hold real promise.
If you are trying to understand where private credit creates value in 2025, this is the episode to hear.
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Hosted by: Julie MiecampGuest: Michael GrossInterview by: Katherine SchwartzProduced and edited by: Tanya HubbardAn Octus Podcast Network Production
Industry Insights: Exclusive Interviews
Go beyond the headlines with in-depth conversations featuring top industry leaders across the entire credit lifecycle. From CLOs and private credit to the broader financial landscape under the Octus umbrella, this series delivers expert perspectives, market-shaping insights, and exclusive analysis to keep you ahead of the curve.
