Evolution of private credit and key success factors to diversifying across strategies and regions
INTERVIEWSERIES
Brad Bauer, Chief Executive Officer, Värde Partners
July 2025
In this exclusive interview Brad discusses the evolution of private credit globally and shares his long-term outlook for the asset class. He explores how asset owners can build more diversified exposures, where the most attractive opportunities lie, across strategies and geographies, and outlines the critical factors investors should focus on to achieve success in the rapidly evolving private credit landscape.
Watch the full interview which covers:
0:24 - What is your long-term outlook for private credit? How do you see the industry evolving?
1:23 - How can LPs diversify their private credit exposure?
2:43 - Where do you see the most attractive investment opportunities in private credit across regions?
4:18 - Where do you see the opportunity in RE credit and why do you think this is attractive?
5:56 - What are the key success factors when investing in private credit strategies?
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Brad Bauer, Chief Executive Officer, Värde Partners
Brad is a Managing Partner and Chief Executive Officer at Värde. Based in New York, he chairs the firm’s Investment Committee and leads the firm’s global business and investment strategy.
Brad joined the firm in 2007, was named Partner in 2013 and has served as Chief Executive Officer since 2023. From beginning his career at Värde on the Corporate and Traded Credit team to later leading the firm’s private credit strategies, Brad has held a variety of leadership positions working out of the firm’s U.S. and U.K. offices. His extensive investing experience spans numerous industries in public and private markets. Prior to joining Värde, Brad held senior investing and portfolio management roles focused on distressed debt and credit trading at both Deephaven Capital Management and Ameriprise Financial, Inc. Prior to Ameriprise, he worked for U.S. Bancorp Piper Jaffray in the Middle-Market Mergers and Acquisitions group.
Brad received a B.S. in Finance from Iowa State University, where he also competed on the varsity golf team. He earned his Chartered Financial Analyst (CFA) designation.
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