TheLeadLeft

Why BDCs Matter (Part One)

This past summer we ran a four-part series on collateralized loan obligations [“Why CLOs Matter”]. The excellent response to that special report encouraged us to publish another white paper, this time on business development companies. We will simultaneously be coming out with interviews with top players and experts in the BDC space. This week we…

Lead Left Interview - Jonathan Bock

This week we speak with Jonathan Bock, CFA, Senior Analyst, Wells Fargo Securities. Jonathan is one of the foremost experts on BDCs in the banking industry / research community. The BDC Almanac (his primer) and the Wells Fargo BDC Scorecard (his quarterly) are the most read research reports in the market today.    The Lead…

Markit Recap - 10/13/2014

The global macro picture remains a concern, but credit investors will turn their attentions to micro factors over the next few weeks as earnings season gains momentum. US banks, as usual, will set the tone, and so far the indications are that results will be mixed. JPMorgan’s third-quarter net income of $1.36 per share was…

The Pulse of Private Equity - 10/13/2014

PE is Back in the Healthcare Space The first and second quarters were two of the best quarters for PE capital invested in the healthcare space since the ACA was passed. And three consecutive quarters, 3Q 2013 to 1Q 2014, all saw higher deal flow in the industry than in the boom days… Login to