Private credit is entering a new phase as capital formation remains strong, but the opportunity set is becoming more uneven. For investors, the challenge is no longer simply gaining exposure, it is understanding the factors that ultimately drive more resilient outcomes. The importance of a manager’s positioning and lending discipline may matter as much as access to the asset class itself.
Join Steve Kuppenheimer, Head of Private Investments, and Lauren Ferry, Head of Alternatives Product Management, for a focused, practical conversation. They’ll discuss how market segment, vintage selection, sector exposure, and underwriting discipline are shaping outcomes, and how patient managers who deploy capital selectively may be better positioned to capture the opportunities emerging in the middle market.