This week, we speak with Victor Khosla, Founder and CIO of Strategic Value Partners. Before establishing SVP in 2001, Victor served as President of Cerberus Capital. In the 1990s, he built and managed the distressed credit desk at both Citi and Merrill Lynch, establishing two of the top proprietary trading businesses.
SVP has grown 5x in size over the past 10 years, now manages over $18B in AUM with 200 employees. Since inception, the firm has invested over $48 billion.
We discuss the state of investing, ‘trading’ planes, and what it takes to build a leading global private credit firm.
A list of his favorite books is here; A transcript of our conversation is available here Monday.
You can stream and download our full conversation, including any podcast extras, on Apple Podcasts, Spotify, YouTube, and Bloomberg. All of our earlier podcasts on your favorite pod hosts can be found here.
Be sure to check out our Masters in Business next week with Kyla Scanlon. Her first book “In This Economy?: How Money & Markets Really Work” was just released this Summer. Scanlon became known for coining the phrase “Vibesession,” hosts YouTube, “Let’s Appreciate” podcast, daily short-form videos about economy and markets. She has been published at Bloomberg, New York Magazine, FT, NYT.
Favorite Books