Financial assets which is really the core of what we have done and we'll continue to do in bank loans, high yield and mezzanine and global distressed leveraging our credit teams in New York, San Francisco and Europe and real assets which is concrete points in natural resources in the energy space and commercial real estate probably we can add value and we combine that all together and leveraging the firms' intellect and in this one firm brain that Henry mentioned, we can create even further value for investors.I am going to talk a little bit these two core investment themes because they are not truly something that investors and finance companies typically see. Including the left hand side of the slide you see in front of you is relatively typical focus on lending high yield bonds, term finance in the context of the structure so that we don't have market-to-market leverage, moving down to more direct originated credit like your mezzanine in U.S. or Europe, which we can capture in a liquidity risk premium above and beyond what regular credit markets provide.
KKR Financial Holdings' CEO Hosts Analyst Day (Transcript)
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