PRIVATE MARKETS

Time-Tested Private Credit: Lessons from 25 Years of Direct Lending

 

Watch now for more on Apogem's direct lending capabilities


 

  

  

With one of the longest track records in U.S. direct lending, Apogem Capital has invested through a wide range of market environments.

That experience offers perspectives for institutional investors navigating today’s private credit landscape, showing how disciplined underwriting, conservative structuring, and deep sector specialization can drive successful outcomes through changing markets.

  

   

  

Time-Tested Lessons in Middle Market Direct Lending

Chief Credit Officer Rob Douglass reflects on more than two decades of investing across various market environments to share lessons on preparation, discipline and consistency, and how those fundamentals continue to guide Apogem’s investment approach today.

     

  

Building Conviction Through Sector Specialization

Co-Heads of Sponsor Coverage Adam Willis and Bill Kindorf discuss how Apogem’s dedicated sector vertical approach has strengthened its ability to source, underwrite and manage credit opportunities with conviction.

     

  

    

Lessons from 25 Years of Direct Lending

   

   

   

Insights brought to you by Apogem Capital, a New York Life Investments Company.

Apogem Capital is a leading private markets investor focused on the North American middle market. Apogem manages a streamlined suite of strategies, including direct lending, primary fund investments, equity co-investments, secondary investments, GP stakes, and private real assets. Learn more at apogemcapital.com.

     

Access Executive Summary

A Broad Range of Private Market Capabilities Across New York Life Investments

The benefit of our multi-boutique platform ​

At New York Life Investments, we offer a wide range of private market solutions tailored to meet client objectives. Our investment strategy is rooted in extensive experience and deep institutional knowledge, emphasizing thoughtful diversification and long-term growth. With a proven, repeatable process, our skilled teams expertly manage assets across key sectors such as private equity, private credit, real estate, and infrastructure.

  

Private Debt


Image of 2024 Megatrends Report, Artificial Intelligence: from imagination to investment
Image of 2024 Megatrends Report, Artificial Intelligence: from imagination to investment

Private Equity


Image of 2024 Megatrends Report, Artificial Intelligence: from imagination to investment
Image of 2024 Megatrends Report, Artificial Intelligence: from imagination to investment

Real Estate


Image of 2024 Megatrends Report, Artificial Intelligence: from imagination to investment
Image of 2024 Megatrends Report, Artificial Intelligence: from imagination to investment

  

A Broad Range of Private Market Capabilities Across New York Life Investments

The benefit of our multi-boutique platform ​

At New York Life Investments, we offer a wide range of private market solutions tailored to meet client objectives. Our investment strategy is rooted in extensive experience and deep institutional knowledge, emphasizing thoughtful diversification and long-term growth. With a proven, repeatable process, our skilled teams expertly manage assets across key sectors such as private equity, private credit, real estate, and infrastructure.

Image of 2024 Megatrends Report, Artificial Intelligence: from imagination to investment
Image of 2024 Megatrends Report, Artificial Intelligence: from imagination to investment
Image of 2024 Megatrends Report, Artificial Intelligence: from imagination to investment
Image of 2024 Megatrends Report, Artificial Intelligence: from imagination to investment
Image of 2024 Megatrends Report, Artificial Intelligence: from imagination to investment