The full replay of our webinar ‘Q1 in the rear view, what’s next for BDCs, is now available. Scroll down to access the recording.

Q1 was an unpredictable time for most of the market, and private credit managers and their BDCs didn't quite get the post-election boost in deal flow they had anticipated.

With earnings season fully underway, 9fin assembled an all-star panel to dissect the results and look forward at what Q2 and beyond's earnings might hold.

They were joined on Tuesday, June 10th at 10 AM EST by senior private credit reporter Peter Benson, who sat downwith Jon Bock, Co-CEO of Blackstone Secured Lending, and Tom Hennigan, CFO of Carlyle Secured Lending. They discussed what had happened in Q1 and how investors could prepare for the road ahead.

The virtual panel covered:

• How BDCs had been navigating the slow M&A environment and what could help unlock more deal flow.
• What the second-order effects of the ‘Liberation Day’ tariffs were on portfolios and what could be next.
• What pockets of distress were showing and how managers were navigating companies facing issues.
• How fundraising was going for vehicles focused on retail investors and how SEC regulations could change this.