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Davis Polk & Wardwell: Supply, demand and creativity drive fund finance innovation

An expanding borrower universe and new entrants on the lending side are driving innovation in fund finance, according to Meyer Dworkin, head of fund finance and structured credit; David Kennedy, partner; and Kwesi Larbi-Siaw, counsel at Davis Polk & Wardwell.

Arcmont on the growing appeal of NAV for borrowers

GPs are turning towards NAV financing as the market demands more flexible solutions and offers diversification for investors, says Arcmont’s head of NAV Financing, Peter Hutton.

KBRA on why fund finance continues to perform

Rated subscription lines and NAV loans are a strongly performing area, says Thomas Speller, senior managing director, global head of fund finance at KBRA.

Bain Capital: Positioning to capture opportunities in CLO equity

CLO equity offers opportunities to enhance returns during periods of heightened volatility, says John Wright, partner and global head of credit at Bain Capital.

Squire Patton Boggs: New era creates challenges and opportunities for debt funds

The asset class can take advantage of the fast-changing environment, says Gabriel Yomi Dabiri, global head, private credit and direct lending, Squire Patton Boggs.

Balance Point Capital: The next stage of private credit

Investors are carving out more sophisticated, granular and nuanced private credit allocation strategies capable of delivering real alpha, says Balance Point Capital partner Adam Sauerteig.

Churchill Asset Management: A lending revival

Both senior lending and junior capital dealflow are poised for a significant resurgence as uncertainty eases and M&A activity returns, say Churchill Asset Management’s Derek Fricke and Jill White.

Gordon Brothers: Leveraging hard assets for long-term resilience

Sponsors and management teams should be proactively monitoring and monetising their hard assets in the same way they do their real estate and financials, say Gordon Brothers’ Norma Kuntz and Frank Morton.

Generali Asset Management : How secondaries enhance the value proposition of private credit

Private credit secondaries is still a nascent market, but poised for strong growth and increasing specialisation, says Marco Busca, head of indirect private debt at Generali Asset Management, part of Generali Investments.

Ropes & Gray: The starting grid

Lenders are increasingly recognising that strong interconnectivity and business resilience strategies will be key to infra investment going forward, say Ropes & Gray partners Paul Armstrong and Emmanuel Mimin and counsel Sean Darling.