AICA

BDC Earnings Pulse
2026-03-11 - 2026-04-10 | Virtual, United States
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BDC Earnings Pulse: Trends, Takeaways & Tactical Positioning
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A quarterly debrief with leading BDC analysts and institutional investors interpreting the latest results and the road ahead.
The Active Investment Company Alliance presents a fast-paced 40-minute virtual discussion moderated by John Cole Scott, Executive Chairman of AICA and President of CEF Advisors.
This Quarter’s Panel:

Michael Petro
Portfolio Manager, Putnam
Finian O’Shea
Director & Senior Equity Research Analyst, Wells Fargo Securities

This quarterly session convenes experienced BDC analysts and institutional investors to dissect the latest earnings results, evaluate trends in credit quality, NAV performance, dividend coverage, and capital structure dynamics, and assess portfolio positioning across the BDC landscape for the next 3–6 months.
This “pulse check” goes beyond headline numbers, offering candid insight into sector risks, relative value opportunities, and forward-looking positioning as we move into the next reporting cycle.

Key Topics:

Key takeaways from the latest BDC earnings season
Dividend coverage, non-accruals, PIK income, ROE and NAV trends
Spread environment, valuations, and institutional risk appetite
Tactical positioning and outlook for the next 3–6 months
