Breaking Down BDCs and Private Credit With Kris Kania – The Special Situations Report Episode #59

Summary:

We’re proud to release this week’s special episode, an interview with our wonderful guest, Kris Kania. Kris Kania is the Founder & Portfolio Manager of KSK Capital and a Visiting Assistant Professor of Tax Law at NYU School of Law. He previously practiced tax law at Sullivan & Cromwell LLP and Kirkland & Ellis LLP and earlier worked as a technology investor at Susquehanna Growth Equity.

Our conversation with Kris centered broadly around the topic of private credit, with a specific focus on what’s been happening in the business development company or BDC space. We spoke extensively about specific companies such as Blue Owl and Blackstone, drew comparisons to REITs and the bankruptcy situations with Tricolor and First Brands last year, questioned the presence of software and AI as it relates to these new forms of funding connected to data centers, and more. We learned so much from this discussion, and we hope our listeners will too!

Check out InsideArbitrage here: https://www.insidearbitrage.com/?s1=yt&c=p

You can find Kris at the following locations:

LinkedIn: https://www.linkedin.com/in/kris-kania/

X/Twitter: https://x.com/LegalFinGuy