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BDC Earnings Pulse

BDC Earnings Pulse: Trends, Takeaways & Tactical Positioning

A quarterly debrief with leading BDC analysts and institutional investors interpreting the latest results and the road ahead.

The Active Investment Company Alliance, is presenting a fast-paced 40-minute virtual discussion moderated by John Cole Scott, AICA Executive Chairman and President of CEF Advisors.

This quarterly session brings together leading BDC analysts and institutional investors to examine the latest earnings results, assess trends in credit quality, NAV performance, and dividend coverage, and discuss how institutional portfolios are positioned for the next 3–6 months across the BDC landscape.

This quarterly “pulse check” goes beyond the numbers, offering a candid look at opportunities and headwinds in the sector as we move into the next reporting cycle.

Key Topics:

• What we learned from the latest BDC earnings results
• Dividend coverage, non-accruals, PIK, ROE and NAV trends across the sector
• Analyst and investor views on spreads, valuations, and risk appetite
• Positioning strategies and sector outlook for the next 3–6 monthsStay current on the evolving BDC landscape—join the discussion and hear how leading professionals are navigating the market right now.

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Details

Venue

  • Virtual
  • United States
Disclosure: Views and opinions expressed are for informational and educational purposes only as of the date of production/writing/speaking and may change without notice at any time based on a multitude of factors. Speaker’s/presenter’s/author’s opinions are their own and may not necessarily represent the opinions of AICA, its Board, or its staff. Materials may contain “forward-looking” information that is not purely historical in nature, such as projections, forecasts, market return estimates, proposed or expected portfolio composition, and other items. Listed closed-end funds and business development companies trade on exchanges at prices that may be above or below their NAVs. There is no guarantee that an investor will be able to sell shares at a price greater than or equal to the purchase price or that a closed-end fund’s discount will narrow. Non-listed closed-end funds and business development companies do not offer investors daily liquidity but rather offer liquidity on a monthly, quarterly or semi-annual basis, often on a small percentage of shares. Closed-end funds often use leverage, which can increase the fund’s volatility (i.e., risk). Actual distribution amounts may vary with fund performance and other conditions. Past performance is no guarantee of future results. This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy, sell or hold a security or an investment strategy, and is not provided in a fiduciary capacity. Shares of closed-end funds are subject to investment risks, including the possible loss of principal invested. Closed-end funds frequently trade at a discount to their net asset value (NAV).