Private Credit in 2026: Discipline, Dispersion and Defaults

Talking Points

• Mapping and unpacking the main growth drivers and stress factors at play today
• Scale versus diversification and the merits and drawbacks of each action plan
• Direct lending, ABF and the comparative operational dynamics of high-focus lending strategies
• The now incumbent role of technology and AI in driving future private credit flows

Speakers

• Cesar Estrada Head of Private Markets Segment Arcesium
• Jennifer Marques Managing Director and Head of Strategy and Structuring Oaktree
• Raaj Rabheru Managing Director, Private Credit Ardian
• Moderated by Aftab Bose, Head of Content, Private Equity Wire®