A BDC Watchlist + Other Top Stories of the Week

The Essential

A BDC Watchlist Finds $5.7 Billion in Portfolio Loans ‘At-Risk’ The fair value of these loans declined by 17 percent during the first quarter, according to 9fin.

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Sponsored by Franklin Templeton Expanding Global Opportunities Beyond US Portfolios As concentration risk and policy divergence reshape markets, institutional investors are reevaluating international allocations. Explore the case for global investing, emerging market opportunities and portfolio strategies designed for a changing investment landscape.

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Midwest Insurance Forum September 9, 2026 | The Rewind West Des Moines, Tapestry Collection by Hilton

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Asset Managers Are Doubling Down on AI, But Data Quality is Emerging as the Real Differentiator A new survey from Clearwater shows spending continues to rise, but “the firms generating the strongest outcomes are not the ones spending the most on AI, but the ones building on data they can trust.” View Now

Despite Software Making a Comeback, Investors Still Struggle With Valuations SaaS VC deals are on the rebound, but they’re nowhere near their pre-AI peak. “If you look at 2020, 2021 vintages, the returns are really concerning.” View Now SPONSORED Podcast- Back to the Future of Direct Lending: The Alpha Edge in the Traditional Middle Market View Now

Related Content

It’s Not Business as Usual for BDCs Jonathan Kandell View Now

Cheyne Capital’s Stuart Fiertz on Private Credit’s Slow Motion Stress Test Julie Segal View Now

Private Credit Secondaries Surge Amid Muted Exit Environment Michelle Celarier View Now

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Analyst, Investments ​ Conrad N. Hilton Foundation ​ Learn More ​ Investment Analyst ​ Kamehameha Schools ​ Learn More ​ Senior Portfolio Manager – Alternative Investments (Real Estate) ​ The New Jersey Division of Investment ​ Learn More ​ Investment Officer - Private Markets ​ Indiana Public Retirement System (INPRS’) ​ Learn More ​

2026 Emerging Talent Academy - Iowa September 9, 2026

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