Manager outlooks, explainers and podcasts on direct lending, asset-based finance, BDCs and evergreen credit funds. Selected by our editors.
30 videos and podcasts · new this week: 7
It is short-form educational content from a platform provider, useful as a plain-language explainer to share with clients or staff who are new to alternatives. Advisors should note the source is an alternatives platform, so the framing reflects that vantage point.
It offers a manager's account of how an insurance-backed asset owner structures a secondaries programme, including the build-versus-partner decision and the underwriting layers involved. The comments on where competition is concentrated in plain vanilla deals, and on structuring demands in more complex transactions, speak to how private credit secondaries capacity is being allocated.
It gives allocators a direct look at how one advisory firm frames cyclicality in direct lending and sizes evergreen vehicles within a private credit book. McNeal also describes the diligence complacency he sees when headline returns look comfortable, and what he wants from a manager's first meeting.
It offers a manager's framing of lending terms and legacy risk in direct lending, background for advisors assessing private credit exposure for clients.
For wealth professionals allocating to private markets, the discussion covers private credit opportunities, digital infrastructure and manager selection. The material is grounded in a manager’s view of themes shaping private markets.
The item gives a manager's view of a specialist private credit area and of how real assets allocations may shift across property, hospitality and infrastructure. It also touches on direct lending conditions and the firm's structure across private markets.
It offers a view from an OCIO seat on how large investors are treating evergreen fund structures after gating events, a question that also sits behind the evergreen and semi-liquid products reaching wealth clients. The segments on AI-related exposure, insurance regulation and client-type differences give context on where institutional demand in private credit is shifting.
It gives a manager-side view of the reporting and valuation questions LPs are pressing on, which is useful context for allocators and advisors evaluating private credit funds and their operations. The discussion of fragmented loan data and covenant monitoring is a concrete example of what due diligence on a credit manager's systems can cover.
It offers a manager-research framework for assessing credit managers, which is directly relevant to allocators comparing public and private credit strategies. The segment on evergreen and tender-offer structures addresses gating provisions and investor understanding of what they own.
For wealth professionals assessing private credit exposure, the episode focuses on what distinguishes asset-backed finance from corporate credit and on the underwriting, structure and manager-selection issues the speakers raise.
New manager videos, podcasts and our own private credit stories on My Desk and in your morning edition.
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