PERSON DIRECTORY
Alan Waxman
Alan Waxman appears in 2 indexed conversations across Invest Like the Best. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
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What 100 Years of American Finance Tells Us About Today
Patrick O'ShaughnessyAlan Waxman
Waxman attributes private-credit stress to a factory model that industrialized fundraising and investing after 2018, with FRE multiples rising from 10–15x to 25–30x+ as underwriting standards weakened.Perpetual private BDC redemptions exceeding the 5% limit are not yet systemic in his view, but AI could reprice every industry, making matched liabilities, governed inflows, and strategy breadth critical.