Erik Hirsch
The Strategist
The long view, patient, analytical, playing several moves ahead.
Erik Hirsch treats foresight as craft, which is why he reads so cleanly as The Strategist. He names seeing around corners as a cultivated skill rather than instinct, and his record backs the claim. Recognizing private credit's structural displacement of regional banks, he moved before disruption forced his hand, pairing proactive tech-stack reinvention with startup equity partnerships.
“It's real. It changes the mindset. I have the benefit of interacting with lots of different investment heads who run all kinds of different investment firms. And as a public company ourselves, I'm also constantly interacting with our public equity shareholders and research analysts. And it is just a different mindset.”
“Decades, but I think what you see in front of you is, I think there are still decades more of growth to occur. The private markets are expanding across lots of different axes, so they've expanded geographically.”
“Move into the business. And one of those choices is around deal flow. Not every manager has an equal access to the same deal flow. In fact, proprietary deal flow was very much still alive and well in the private markets because there's no screen that they can log into to simply look up, hey, what's available to buy today in the private ma…”
“The Midwest, US, and you wanted to expand and add another factory, you would have probably gotten in your car and driven down to your local bank where you knew the bank manager and they knew you because you were the big employer in that town and you said, I'm going to build another factory and they said great.”
Masters in Business: “The Future of Private Credit with Erik Hirsch”
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