Lower Middle Market Direct Lending: Weatherproofing Private Markets Portfolios - ERP Spain.com - España y América Latina

As institutional investors navigate a shifting macro environment, 2025 may present a constructive backdrop for selective opportunities in resilient alternative asset classes, in particular private credit and direct lending. Within direct lending, the lower middle market may offer institutional investors a potentially attractive complement, or even an alternative, to upper middle market private credit exposure. We believe this return advantage potential is underpinned by several key structural features and market dynamics unique to the lower middle market segment, which collectively support resilience and historically consistent performance across cycles. Join Lynn Rehn and Junaid Sozer, Managing Directors at Apogem Capital, a New York Life Investments company and a leading alternatives investment manager with decades of experience investing the middle market, for an exclusive webcast exploring the investment case for lower middle market direct lending. Key characteristics of the lower middle market to be discussed will include: • Potential structural advantages • Enhanced credit protection opportunity • Transparency and access • Quality over yield chasing