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Alternative credit
PDI expert Q&A: Focus on the fundamentals
In this expert Q&A, Mattis Poetter of Arcmont Asset Management and Mat Linett of Churchill Asset Management discuss why mid-market lending fundamentals remain strong, how AI and macroeconomic pressures are shaping portfolio strategy, and where the biggest growth opportunities in private credit lie ahead.
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Explore the next installment examining private credit's illiquidity fundamentals, match funding principles, and what the current investor expectation gap means for financial professionals.
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Private equity spans a full spectrum of capital structure options — from senior secured direct lending to equity — each carrying distinct risk and return characteristics.
~ 7 minutes long |
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26 May 2026
Yesterday, we published a special episode of Randy's Private Capital Call podcast featuring Churchill’s CEO Ken, recorded in celebration of Churchill's 20th anniversary.
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