Ep 14 : Alternatives in Focus | Beyond Public Markets: The Case for Bespoke Capital | Lighthouse Canton IDEAs Podcast

In this Lighthouse Canton IDEAs Podcast episode, we are joined by Sanket Sinha, Managing Director and CEO of Global Asset Management at Lighthouse Canton, to discuss the remarkable rise of private credit. Banks pulled back. Regulations tightened. Private credit stepped in — and Asia's market has been growing ever since.

Sanket shares his perspective on why private credit is no longer just for mid-market companies, with even the world's largest corporations turning to private credit for structured solutions and why private credit's best days are still ahead.

‍Key Discussion Points include:

• What drove the rise of private markets over the last 25-30 years - from falling interest rates to the post-2008 Global Financial Crisis and the regulatory changes that followed

• The full spectrum of private credit products - direct lending, special situations, distressed lending, and growth debt

• Private credit compares Vs public markets - across liquidity, returns, and volatility

• Why borrowers, including large global corporations are increasingly choosing private credit over traditional bank financing

• Risks investors need to be aware of and why manager due diligence is non-negotiable

• How AI is beginning to enhance decision making and portfolio management in private credit

• Emerging investment themes - AI and climate change will define the next decade of private credit

• Why India presents an "early but great opportunity" for investors in private credit

Sanket discusses the structural forces reshaping global credit markets, the untapped potential of private credit in India, and what it takes to successfully navigate this asset class. The conversation explores the illiquidity premium private credit offers investors, the bespoke nature of transactions that public markets simply cannot replicate, and why for first-time investors, the best advice remains simple: start small.‍

Watch this episode to decode the factors driving the global private credit boom, understand what sets this asset class apart from public markets, and discover why investors are willing to think beyond traditional finance.