Webinar replay — BDCs in the age of the ‘SaaS-pocalypse’
Software exposure defined BDC earnings season this quarter — and the questions it raises aren't going away. In this replay, 9fin's Peter Benson and a panel of industry experts break down what Q4 results really revealed about NAV durability, income resilience and the growing pressure on software-heavy portfolios amid AI-driven disruption. Whether you're tracking discounts to NAV, monitoring non-accruals or stress-testing your private credit exposure, this session delivers the data and analysis you need to position for 2026.
