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The Lead Left rebrands as The Lead, expanding into a multi-format platform for private capital intelligence
New York, July 16, 2026 – The Lead Left, the private capital thought leadership platform founded by Randy Schwimmer in 2008, today announced its rebrand as The Lead…
Read MoreThe Force Awakens – Churchill 2Q Private Equity Survey (Part Two)
In response to our Reflections on Wimbledon two weeks ago, a long-time Lead Left reader informed us that the famed…
Read MoreThe Force Awakens – Churchill 2Q Private Equity Survey (Part One)
Life happens at inflection points. This goes for capital markets as well. Whether changes in interest rates (high to low),…
Read MoreReflections on Wimbledon
As a long-time observer and amateur practitioner of the game, we enjoy the season when tennis arrives at the hallowed…
Read MorePrivate Credit – The Final Reckoning (Last of a Series)
Markets happen when you’re making other plans. This was true again last week as confrontation with Iran, instead of caving…
Read MorePrivate Credit – The Final Reckoning (Third of a Series)
We spoke recently to a C-suite executive of a global specialty chemicals company about how tariffs are affecting his business.…
Read MorePrivate Credit – The Final Reckoning (Second of a Series)
Those who talk about risks in private credit should also keep in mind that investors always look at relative risk.…
Read MorePrivate Credit – The Final Reckoning (First of a Series)
Moviegoers know that Tom Cruise “does his own stunts.” We always assumed this mostly meant riding motorcycles fast. And even…
Read MoreLetter from Tokyo (Last of a Series)
Always attuned to market conditions on the ground, we heard from friends in Tokyo last week that, incredibly, grocery stores…
Read MoreLetter from Tokyo (Second of a Series)
Last week we came to Tokyo for meetings with our investors and friends in the region, as well as participating…
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