Loan Note

Loan Note: Nothing wrong with cautious deployment, Korea LPs urge; mis-selling cited as redemption root cause

LPs at Japan Korea Week make the case for slow deployment. Also, misleading marketing cited as main reason for evergreen redemptions; and consumer and software defy the doubters in Q1. Here’s today’s brief for our valued subscribers only.

Loan Note: AI disruption spotlight on private equity; Doumar on why his job is to kill ‘cockroaches’

Why AI disruption may be more of a private equity than private credit problem. Also, Park Square’s Doumar on killing cockroaches; and Sycamore Tree launches into secondaries. Here’s today’s brief for our valued subscribers only.

Loan Note: ‘Asset-light’ model under scrutiny; Square Nine teams with Liberty Mutual

In a deep dive, we examine how the ‘asset-light’ business model favoured by private equity and private credit is under scrutiny. Also, new debt firm Square Nine forms partnership; and UK pension Nest puts £450 million backing behind Crescent Capital Group. Here’s today’s brief for our valued subscribers only.

Loan Note: Fundraising maintains momentum in Q1; Moody’s takes dimmer view of BDC market

Despite the issues around redemption requests in semi-liquid funds and concerns over AI disruption in the software sector, fundraising is going strong. Also, Moody’s sentiment on the BDC market takes a turn for the worse; and Hamilton Lane gets the go-ahead for an interval fund. Here’s today’s brief for our valued subscribers only.

Loan Note: Andalusian BDC joins with Carlyle; Värde in SRT agreement with Klarna

Andalusian and Carlyle sign joint venture. Also, Värde reaches SRT deal with Klarna; and Sona bolsters its Japan connections. Here’s today’s brief for our valued subscribers only.

Loan Note: PDI set for Japan Korea Week; strong criticism of semi-liquid funds at IIGS

Join us for a week of insights into private debt perspectives from Japan and Korea. Also, our infrastructure extravaganza in Berlin reveals strong views on semi-liquid funds; and Blackstone makes senior wealth capital appointments. Here’s today’s brief for our valued subscribers only.

Loan Note: Fund structuring under scrutiny; LPs reveal strategic preferences

‘Mis-selling and ‘mis-structuring’ at the heart of issue for retail vehicles. Also, second close for Blue Torch fund; and our data reveals LPs’ strategic preferences. Here’s today’s brief for our valued subscribers only.

Loan Note: Podcast examines the rise of secondaries; opportunity but growing risk in software

Podcast explores the reasons behind the rise of credit secondaries. Also, Houlihan Lokey examines risk and opportunity in software, and European insurers look to increase allocations. Here’s today’s brief for our valued subscribers only.

Loan Note: Survey shows why investor sentiment stays positive; GPs in forward flow consumer loan arrangement

Survey reinforces positive LP sentiment. Also, Aperture and Eltura agree consumer loans deal, and our data hints at Q1 fundraising dip. Here’s today’s brief for our valued subscribers only.

Loan Note: Wealth Club sees big future for HNW investment in private credit; Kennedy Lewis in Bank of Ireland tie-up

UK wealth capital investor sees a big rise in popularity of private markets. Also, Blue Owl announces financing commitments, and Kennedy Lewis teams up with Bank of Ireland. Here’s today’s brief for our valued subscribers only.