Frederik Journals
Frederik Journals
Frederik Gieschen
Author Dominique Mielle: Damsel in Distressed
56 minutes Posted Nov 3, 2021 at 7:49 pm.
: The WorldCom bond trade.
: Dealing with a losing investment.
: Importance of expertise and networks in distressed investing. Distressed investing as a game of chess.
: Distressed investing as an apprenticeship business.
: Generalist vs. sector specialist model.
: Hertz bankruptcy.
: Airline bankruptcy investing and Equipment Trust Certificates.
: How distressed investing changed over the past decades.
: Navigating the financial crisis in 2008
: Mental resilience and losses.
: Losses are unavoidable.
: The business of investing: building a CLO business, raising capital.
: Pitching, fundraising.
: Women in hedge funds. “In 20 years, I only met one other female partner who was doing distressed. And she's a friend of mine.”
: Implications of hedge funds as a mature industry.
: Pitching and communicating ideas.
: Managing a team of analysts.
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Show notes
Dominique Mielle was a partner and senior portfolio manager at Canyon Capital, a $25 billion fund, where she worked for twenty years. In this episode we discussed her career in the world of distressed investing, her book, and the hedge fund industry in general.