Sublime

In it’s heyday, Goldman’s special situations group was the navy SEALs of money making. Today’s guest, Alan Waxman, used to run that group before leaving to build Sixth Street, now a $115b behemoth. SSG heads were sometimes of the more brainy, nerdy variety. Not Waxman. He is a force of nature and energy who apparently... See more

Heard from LPs this week: SPV Mania. A long post 👇🏻 The scale of direct deals being offered to banks for HNW investors is 🤯🤯 Spoke to 3 banks over the last month - all have been offered well over 100 deals in the first 10 weeks of the year. 😳 This is every sizable deal across PE, RE, Infra,... See more