Mathieu Chabran
Showing 1–2 of 2 transcripts.
- Goldman Sachs15 min
Antoine Flamarion and Mathieu Chabran, Co-Founders of Tikehau Capital
Antoine Flamarion, Mathieu Chabran, Alison
TKO Capital co-founders Antoine Fulmarian and Mathieu Chabron are leveraging private markets, SPACs, and a €1 billion Energy Transition Fund to drive industrial growth and decarbonization efforts. The firm combines a "skin in the game" balance sheet strategy with contrarian thinking to target infrastructure, European private equity, and real SMEs while maintaining offices across the US, Europe, and Asia. By prioritizing creation over competition and advising investors to act with offensive ambition, TKO aims to capitalize on global structural shifts following the post-pandemic economic reset.
- Milken Institute1h 3m
Credit Opportunities: Managing Shifting Tides
Kevin Duignan, Michael Buchanan, Mathieu Chabran, Anne Walsh, Don Young
This expert panel analyzes the rapid credit market recovery driven by aggressive Federal Reserve intervention and the CARES Act, which enabled high-quality issuers to access capital despite a sharp initial bear market. Speakers highlight a growing divergence where private credit and structured products like CLOs offer tailored solutions for mid-market borrowers while sectors like transportation face severe liquidity stress and a rising risk of "zombie" company defaults. Looking forward, the discussion predicts continued market support through the election cycle and vaccine rollout, though participants warn that prolonged monetary expansion may eventually lead to inflationary pressures and a necessary correction of over-leveraged entities.