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Let's Wrap-up 2025
👋 Hey, Nick here.
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Apollo: Nobody knows what "Private Credit" means.
In an effort to clear things up, Apollo has shared a 125-page deck defining “private credit.”
Dec 16
10
3
3
Hamilton Lane: Private Markets are Dull
Fundraising from Allianz, SL Green, Nuveen and AXA
Dec 9
6
1
Inside Q3’s Tight Spreads and the Flight to Europe
Fundraising from Investec, Castelake and Monroe
Dec 2
7
1
Building a Case for Non-Sponsored Mid-Market Lending in Europe
Where to Find 150bps of Excess Return in European Private Credit
Nov 25
7
1
Inside Q3 2025: What the Biggest Alternative Managers Are Talking About
Key Takeaways from 400 Pages of Earnings Transcripts
Nov 18
9
3
Howard Marks on Cockroaches in the Coal Mine
Fundraising from Greystar, D.E. Shaw and Point72
Nov 11
10
1
Why Fund Structure Drives Direct Lending Returns
Fundraising from Bridge Investment, Viola, Ares and Breakwall
Nov 4
8
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