The following are notes from Niraj Patel's presentation from the 10th Annual Sohn London Investment Conference, which took place on December 6th, 2023.
Niraj Patel On Stonegate Pubs
- Niraj Patel, representing Beach Point Capital, outlines their investment strategy primarily focusing on secured debt.
Market Concerns and Investment Approach:
- Expresses concern over the increasing interest rates, a source of...

