Letter from Copenhagen

https://theleadpc.com/wp-content/uploads/2026/06/cropped-THE-LEAD-ICON.png
THE LEAD|November 2, 2023
Content hub / Article / Letter from Copenhagen
Download

Share

After our stop in Stockholm last month to visit investor clients with our Nuveen and Arcmont colleagues (and after our scheduled meetings in Finland were postponed by a baggage handlers’ strike at Helsinki-Vantaa airport), we gathered at Copenhagen’s Hotel d’Angleterre for an event showcasing alternative strategies…

▶︎ Read October 23 2023 newsletter: here

(Any “forward-looking” information may include, among other things, projections, forecasts, estimates of market returns, and proposed or expected portfolio composition Past performance is no guarantee of future results. Investing involves risk; principal loss is possible.)

Download

Share

Business development companies and the rise of balance sheet financing vehicles

Podcast

Business development companies and the rise of balance sheet financing vehicles

Fitch's Deb Murnin and Chelsea Richardson discuss the growing use of off-balance-sheet JVs and finance companies among BDCs, exploring the drivers, leverage impacts, portfolio risk profiles, and potential rating implications for Fitch-rated BDCs.
Listen
Private Debt Investor New York Forum

September 15-16, Hudson Yards, New York

Private Debt Investor New York Forum

Bringing together the investors, managers and advisers shaping the next phase of the market — 200+ allocators and $10.6 trillion of LP capital expected. Benchmark strategies, hear from leading LPs, and cut through market noise over two unmissable days.
Learn more
US Private Credit League Tables H1'26

Report

US Private Credit League Tables H1'26

The definitive rankings covering private credit activity in H1'26.
Download
PitchBook's Q2 2026 US PE Breakdown

Report

PitchBook's Q2 2026 US PE Breakdown

Software freezes and energy powers on as US PE deal value falls 38% in Q2 2026.
Download
Making sense of private credit defaults

Webinar

Making sense of private credit defaults

What does private credit default data really tell us? Join our exclusive webinar featuring experts from KBRA, Moody's, Fitch Ratings, and S&P Global to find out.
Register

Latest news

See all stories
    Article | Bloomberg

    Rate hike expectations ease as term SOFR curve flattens

    August 20, 2026

    The CME six-month Term SOFR rate reached a recent high of 3.979% on July 28 before retreating to 3.837% as…

    Read More
    Article | LSEG

    3Q26: New loan assets rise to 44% of total lending, a 3-year high

    August 19, 2026

    New loan assets as a proportion of total US loan volume make up 44% of the 3Q26 pipeline to date,…

    Read More
    Article | PEI Private Credit

    North American GPs dominant as fundraising accelerates

    August 19, 2026

    Our PEI Private Credit 200 ranking also shows capital raising increasing overall – and accelerating especially fast for the largest…

    Read More
See all stories