Wow, so you’ve stumbled back here for another wild ride on the Alt Goes Mainstream podcast. We’ve got a crazy tale today, though honestly, who knows if it makes sense. I’m chatting with a dude who’s marathoning through finance and literally running marathons — or maybe it’s the other way around. Meet Ivan Zinn from Blue Owl Capital. Now, Ivan isn’t just your average finance guy. Nope, he’s been blazing trails in alternative credit like he’s pacing through a hundred-mile race.
For some random reason that only makes sense to me, I decided to mention where he started his journey: DLJ, Leonard Green & Partners, the works. Talk about a marathon, right? Fast forward to when he spearheaded Atalaya Capital Management. Boy, did they grow from zilch to over $10B before Blue Owl snagged them for quite a pile – $450M. Oh, and $800M if we’re counting earnouts, whatever those are.
Ivan sure loves a long run – guess he’s into those 100-mile races like they’re walks to the mailbox. NCAA All-American tennis player too? Didn’t see that coming. Makes you wonder if there’s anything this guy doesn’t do with that laser focus and discipline. Seriously, I bet if you asked him to juggle chainsaws while analyzing market trends, he’d have it down pat.
We went into some deep (maybe too deep) discussions about private credit and asset-based finance. You know, normal small talk. Like how ABF just decided to explode in the private credit arena, and why consumer credit is apparently misunderstood – who knew, right? Something about moving assets off banks’ backs or whatever. My brain went fuzzy halfway through, honestly.
Side rant alert! During our chat, I kept thinking about some quirky detail — the way tires sometimes sound like squishing through a colander when you’re out in the rain. No idea why this stuck with me, but there you have it.
Ivan’s got insights, sure, and maybe you want to hear more. Good luck keeping pace with him, though. Give it a whirl on Apple Podcasts or wherever you podcast (do people still say that?). And don’t even start me on those crazy clips, like zero borrowing costs making total sense — puzzling, right? I’m just here trying to tie my shoelaces.
Ultimus Fund Solutions threw their hat in as sponsors or maybe saviors — I forget — offering some kind of mix of tech and tactile vibes. Couldn’t tell you more because, honestly, I was daydreaming about my next cup of coffee.
Well, there you have it—a stream of consciousness dive into finance. Scratch that, a disjointed ramble about Ivan Zinn. Catch you next time if you dare.
