Alec Davis
Writer for Morningstar PitchBook's 'Public Meets Private' newsletter who covers the convergence of public and private markets and commentary on alternative asset managers like Blue Owl.
Best podcasts with Alec Davis
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Mar 13, 2026 • 25min
2 Cautionary Tales from Private Equity and Private Credit Markets
Alec Davis, Morningstar PitchBook writer covering public-private market convergence. Jeff Patak, Morningstar managing director specializing in manager research and ETFs. They unpack XOVR’s risky private-holdings approach and SpaceX concentration swings. They also dig into Blue Owl’s halted redemptions, liquidity choices, and fallout for alternative asset managers.
