In Alternative Views, Private Equity Wire® goes behind closed doors with those in the know to get the latest on private markets. In this episode we discuss European private credit with Marcus Maier-Krug, partner and co-head of portfolio management at Arcmont Asset Management.
In 2023, the firm was acquired by Nuveen, the asset management arm of TIAA. Together with US-based Churchill Asset Management, it makes up Nuveen’s private capital division.
We discuss Arcmont’s approach to diversification (1:02); concentration risk (4:38); performance concerns in private credit (6:36); European attitudes to evergreen funds (7:58) and why institutions are remaining committed to semi-liquids (10:32); the Nuveen acquisition (13:35); and how Arcmont has been able to utilise Nuveen’s platform (15:27).
