Sergio Padilla

Private credit GPs grapple with AI obsolescence risk

Shares of BDCs, alts managers and software companies are down, but some are urging caution.

Blue Owl’s Lipschultz seeks to quell fears of ‘red flags’ in software portfolio

Executives on the firm's latest earnings call said only 8% of AUM is in software lending, with strong loan-to-value ratios.

Lenders take their shot at investing in sport

Private credit investments have started to arrive on the sports field.

ERISA litigation, digital infrastructure top of mind after 401(k) executive order

The executive order is not implementing new policy as much as it is confirming private markets’ roles in retirement portfolios.