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Inside Q2 2025: What the Biggest Alternative Managers Are Talking About
Key Takeaways from 400 Pages of Transcripts
1
Why Brookfield Sees No Risk of Overbuilding AI Infrastructure
Fundraising from Brinley Partners, OrbiMed, Aperture Investors and Keppel
Four reasons why private credit isn’t actually a systemic risk
Fundraising from KKR, Goldman Sachs, PGIM, Hercules and HarbourVest
Marblegate’s Brutal Middle Market Thesis. The Free Money Era Is Over.
Fundraising from 17Capital, ACRE, Avila, Third Point and Abrdn
Three Midyear Themes Private Credit Managers Can’t Ignore
More than $10 billion of fundraising from Macquarie, Pantheon, Chorus, Partners Group and more
What the Last 5 Years Really Taught Us About Private Credit
Fundraisings from Coller Capital, Kartesia, Pinegrove, Mizuho and Equita Capital.
Credit Crunch H1 Recap
Europe Outperforms, Direct Lending Slows, and Mega Funds Shrink
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