Episode 21: Timing Distressed Credit - Jon Dorfman, Napier Park Global Capital

Today I have the pleasure of speaking with Jon Dorfman, Chief Investment Officer of Napier Park Global Capital. Jon co-founded Napier Park when the firm separated from Citigroup’s alternative investment arm in 2013. Today, Napier Park has approximately $19b assets under management with a highly institutional client base. 

In this interview, Jon explains how contingent capital structures can provide an investment edge in times of distress. Jon Dorfman is one of the smartest people in the business. We hear  his thoughts on the current market volatility and his insight into potential future scenarios. 

This podcast was recorded on May 31st, 2022.  The respective opinions expressed are those of Mr. Dorfman and the Biltmore Family Office, LLC investment team.  The opinions referenced are as of the date of this podcast and are subject to change without notice.  This material is for informational use only and should not be considered investment advice. The information discussed herein is not a recommendation to buy or sell a particular security or to invest in any particular sector.  Forward-looking statements are not guaranteed.  BFO reserves the right to modify its current investment strategies and techniques based on changing market dynamics or client needs and there is no guarantee that their assessment of investments will be accurate.  The discussions, outlook and viewpoints featured are not intended to be investment advice and do not take into account specific client investment objectives.  Before investing, an investor should consider his or her investment goals and risk comfort levels and consult with his or her investment adviser and tax professional.  

Biltmore Family Office, LLC is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration does not imply a certain level of skill or training. More information about BFO’s investment advisory services can be found in its Form ADV Part 2, which is available upon request.