Credit Frontiers 2026

schedule Thursday, April 23, 2026 | 9:15 AM - 4:30 PM EDT | Registration starts at 8:30 AM EDT

location_on Quorum by Convene, New York Map

Valuations and credit quality face scrutiny

The speaker tackles investor concerns head-on, including questions about valuation accuracy, software sector concentration, and rising defaults. Drawing on BCRD portfolio data — including EBITDA growth, debt service coverage improvements, and loan-to-value ratios — the case is made that the portfolio is well-positioned. The speaker also notes that private credit vehicles' low leverage makes them resilient even as default rates normalise toward historical averages.

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Credit Frontiers 2026

Valuations and credit quality face scrutiny

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