Dell Family Office Hunts Private Credit ‘Gems’ Amid Turmoil (1)

Tumult in private-credit markets is turning into a buying opportunity, even as default rates are likely to rise in 2027 and 2028, according to Alisa Mall, the chief investment officer for Michael Dell’s family office.

“There’s going to be a huge amount of secondary activity in the private-credit market, and we are well-positioned for that and have spent a lot of time thinking about it,” Mall said at a Bloomberg New Voices event in New York on Monday. She predicted that not all private credit will perform the same, anticipating a “dispersion” that will require close attention to details. ...