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GSBD vs Goldman Sachs Private Credit Corp
🧬 Anatomy (and DNA analysis) of two sibling BDCs
5 hrs ago
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Leyla Kunimoto
15
3
How Private Markets Work
The ecosystem - and the engine that drives it
Oct 16
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Leyla Kunimoto
18
Talking First Brands (on live TV!), Secondaries 🌊, and Alts in Your 401(k)
🗞️ Sunday digest: private markets insights 10/12
Oct 12
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Leyla Kunimoto
13
4
The Problem With PME
Why the metric is flawed - and what will kill it. Guest Post by Hanoch Frankovits
Oct 9
•
Leyla Kunimoto
12
1
Carlyle Credit Solutions Inc.
How one fund plays both sides of the CLO market
Oct 5
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Leyla Kunimoto
5
Inside the Black Box: What First Brands Teaches Us About CLO Risk
A glimpse into structured finance — and what LPs should know
Oct 2
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Leyla Kunimoto
23
10
🗞️ Sunday Digest: Private Markets Insights 9/28
Good news for CRE, less than good news for private credit, and more on continuation vehicles
Sep 28
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Leyla Kunimoto
7
How to Read a PPM and LPA Without Losing Your Mind (Hint: AI Can Help)
Key sections, red flags, and AI prompts every LP should know
Sep 18
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Leyla Kunimoto
4
🗞️ Sunday Digest: Private Markets Insights 9/14
Risk on in credit, VC valuations climb, and capital is creeping back to CRE
Sep 14
•
Leyla Kunimoto
17
1
Inside BCRED: A Deep Dive into $30B of Debt
Reading between the lines: what the balance sheet shows (and how I used AI to figure out what it doesn't)
Sep 7
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Leyla Kunimoto
16
1
🗞️ Sunday Digest: Private Markets Insights 8/31
CRE trends, private credit risks, and the discounts GPs would accept in private equity
Aug 31
•
Leyla Kunimoto
15
1
The IRR-elevant Metric?
Understanding the flaws in IRR - and the metrics that give investors the full picture
Aug 28
•
Leyla Kunimoto
20
2
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