Ron Kantowitz – Direct Lending’s Evolution and Invesco’s Edge (EP.457)

In this episode of Capital Allocators, host Ted Seides interviews Ron Kantowitz, Head of Private Debt for Invesco's Global Senior Loan Platform, about direct lending. Kantowitz discusses his career path, the evolution of direct lending as an asset class, and Invesco's conservative investment strategy focused on senior secured debt in the middle market. The conversation covers the differences between direct and syndicated deals, the advantages of working with private equity sponsors, risk mitigation, and portfolio construction. Kantowitz also shares his perspectives on the current market environment, the importance of due diligence, and the potential impact of rising interest rates and economic uncertainty.