GLOBAL RESEARCH ARCHIVE
Reminder: Expert Call On Private Credit & BDCs - June 11th at 2:30PM ET
Research evidence excerpt
Reminder: Expert Call On Private Credit & BDCs - June 11th at 2:30PM ET
USA | Consumer Finance EquityJuneResearch9, 2026
Reminder: Expert Call On Private Credit & BDCs -
June 11th at 2:30PM ET
Don't miss our live Q&A on June 11th at 2:30pm ET with Nicholas Marshi,
founder of The BDC Reporter, the leading publication on public business .
development companies. Mr. Marshi has been involved with private credit for
nearly four decades and is the President and Chief Investment Officer of BDC
Investment Advisors (BDCIA). Register here.
Topics:
State of BDC industry and private credit markets•
AI impact on middle market lending - w/ a focus on software holdings by BDCs•
Recent public BDC valuation trends•
Underappreciated aspects of middle market lending and recent trends within middle market•
lending
Private vs public BDC - what is the difference?•
Credit performance across middle market lending•
BDC's & Competition from banks•
Review of stock picks•
Call Details:
Date: Thursday, June 11th, 2026•
Time: 2:30PM ET / 11:30AM PT•
Registration Link: Click Here to Register•
Hosts:
John Hecht, Jefferies Managing Director - Consumer Finance & Fintech Analyst•
Dan Fannon, Jefferies Managing Director - Brokers, Asset Managers and Exchanges Analyst•
Dave Chiaverini, Jefferies Managing Director - Banks Analyst•
Phil Marlles, Jefferies Senior Vice President - High-Yield Credit Strategist•
Speaker Bio:
Nicholas Marshi is the President and Chief Investment Officer of BDC Investment Advisors (BDCIA).
The Company is a Registered Investment Adviser in California. BDCIA's principal expertise is in the
Business Development Company ("BDC") sector.
BDCIA manages one investment fund (BDC II) devoted to equity investments in BDCs and other
specialty finance lenders.
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