Ron Kantowitz – Direct Lending’s Evolution and Invesco’s Edge (EP.457)

Capital Allocators – Inside the Institutional Investment Industry

Ted Seides – Allocator and Asset Management Expert

Investing, Capitalallocation, Business

4.8 • 806 Ratings

🗓️ 17 July 2025

⏱️ 51 minutes

🔗️ Recording | iTunes | RSS

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Summary

Ron Kantowitz is the Head of Private Debt for Invesco’s Global Senior Loan platform, where he leads a team that manages $50 billion focused on middle-market, senior secured, direct lending.

Our conversation traces Ron’s path to lending and three decades of experience alongside the evolution of the lending markets. We discuss his direct lending strategy, investment process, and perspectives on competition, the role of banks, and opportunities ahead for private credit investors.

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Transcript

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0:00.0	Hello, I'm Ted Sides, and this is Capital Allocators.
0:10.1	This show is an open exploration of the people and process behind capital allocation.
0:16.1	Through conversations with leaders in the money game, we learn how these holders of the keys to the
0:21.7	kingdom allocate their time and their capital. You can join our mailing list and access premium
0:27.8	content at capital allocators.com. All opinions expressed by TED and podcast guests are
0:35.0	solely their own opinions and do not reflect the opinion of capital
0:37.7	allocators or their firms. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of capital allocators or podcast guests may maintain positions and securities discussed on this podcast.
0:51.5	My guest on today's sponsored insight is Ron Cantowitz, head of private debt for
0:56.7	Invesco's global senior loan platform, where he leads a team that manages $50 billion
1:02.0	focused on middle market, senior secured direct lending.
1:06.9	Our conversation traces Ron's path to lending and three decades of experience alongside the
1:12.4	evolution of the lending markets.
1:14.7	We discuss this direct lending strategy, investment process, and perspectives on competition,
1:20.8	the role of banks, and opportunities ahead for private credit investors.
1:25.9	Before we get going, every now and then, a fan of the show asks me to share more of my
1:31.8	investment views.
1:33.3	I get it.
1:34.2	I've been around the block a few times and often have something interesting on my mind.
1:38.6	But I prefer not to insert myself in the podcast every week.
1:42.8	There's a difference between an interview and a conversation
1:45.9	that often gets blurred on many podcasts. Capital Allocators is an interview show. So instead of talking
1:52.4	so much you can barely stand to hear my voice, I occasionally take a turn on the other side of the
	...

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