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Optimizing the Efficient Frontier: Opportunistic Credit Amid a Capital Structure Reset

As higher-for-longer rates, refinancing pressure, and aging private equity portfolios continue to reshape capital needs, we believe that the case for opportunistic credit is robust.

In our latest white paper, Optimizing the Efficient Frontier: Opportunistic Credit Amid a Capital Structure Reset, we explore why this backdrop may prove attractive for opportunistic credit investors across capital solutions, restructurings and special situations. The white paper also discusses how opportunistic credit strategies may offer what we consider to be attractive risk-adjusted returns for institutional portfolios with moderate-to-high public equity exposure.

White Paper March 2026

DK Opportunistic Credit White Paper Thumbnail

Videos

Suzanne Gibbons on Bloomberg Radio (April 2026)
James Li on Bloomberg Radio (March 2026)
Tony Yoseloff at 2025 SuperReturn International
Tony Yoseloff at 2025 Milken Institute Global Conference
James Li at 2025 Milken Institute Global Conference
Tony Yoseloff at iConnections Global Alts Miami 2025
Pat Dennis at 2024 Milken Institute Asia Summit
Tony Yoseloff at 2024 Milken Institute Global Conference
James Li at Global Alts 2024
Joshua Morris at 2024 Milken Institute Global Conference
Davidson Kempner's Approach to Innovation
Pat Dennis at 2023 Milken Institute Global Conference

News & Insights

Alt Goes Mainstream Q&A with Tony Yoseloff and Suzanne Gibbons: Opportunities in Credit Amidst a Capital Structure Reset? Thought Leadership April 2026
DK Extra Credit: A Conversation: Optimizing the Efficient Frontier Podcast April 2026
The Credit Edge Podcast: Davidson Kempner Sees a $770 Billion Stressed Debt Opportunity Podcast April 2026
DK Extra Credit: Optimizing the Efficient Frontier: Opportunistic Credit Amid a Capital Structure Reset Podcast April 2026
Suzanne Gibbons on Bloomberg Radio (April 2026) Video April 2026
James Li on Bloomberg Radio (March 2026) Video March 2026
The Master Investor Podcast: The Private Credit Unwind is Coming Podcast March 2026
Optimizing the Efficient Frontier: Opportunistic Credit Amid a Capital Structure Reset White Paper March 2026
DK Extra Credit: A Conversation: Rapids of Private Credit Podcast March 2026

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