SALT New York: Canyon, Mudrick, Fortress And Sculptor On Finding Distressed Value

At the 2021 SALT New York conference, which was held earlier this week, one of the panels on the main stage discussed the best macro shifts coming out of the pandemic and investing in value amid distress. The panel featured: Todd Lemkin, the chief investment officer of Canyon Partners; Peter Wallach, the managing director and head of risk management at Sculptor Capital; Jason Mudrick, the chief investment officer of Mudrick Capital; and Leslee Cowen, and the managing director of Fortress Investment Group. Investing in a pandemic The panel started by discussing their investment moves during the pandemic. Sculptor Capital’s Peter…