Our webinar 'Private Credit Reality Check, Part II: What the Data (and Managers) Are Telling Us', held in partnership with SOLVE, took place on Thursday, October 15th at 11:00 AM EST / 4:00 PM BST, where leading professionals focused on key themes shaping the private credit market.
Private credit continues to evolve as managers navigate a changing deployment environment, renewed competition from banks, growing interest in asset-based finance and emerging lessons from earlier vintages.
Bringing together industry experts alongside SOLVE's market intelligence perspective, the discussion compared what managers are experiencing within their own portfolios with the broader trends emerging across the market.
Topics included:
> The Fund Manager View: Where capital is being deployed today, and how managers are navigating shifting deal activity, pricing, competition and portfolio risk
> Banks Are Back?: Whether banks are reclaiming ground from private credit, becoming more important partners, or both
> The Expansion into ABF: How private credit managers are participating in asset-based finance, and where they are finding the most compelling opportunities
> Revisiting the 2021 Vintage: What portfolio performance, valuations and credit stress are telling us about loans originated at the height of the market
> The BDC Lens: What BDC portfolios, market data and valuation trends can tell us about the health of private credit, and where the market may be heading next