Candid Thoughts on Continuation VehiclesLucas PullizaJun 171 min readRated NaN out of 5 stars.More to come.
Shorts in Financial ServicesRegional banks with exposure to CRE, vanilla private credit, and bottom 80% of consumers BDCs not securing equity convexity from sponsor...
Long $APOExcess Return Per Unit of Risk + Marc Rowan + unparalleled origination capabilities = the alternative asset manager most poised to...
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