Christopher Sheldon
Co-head of credit and capital markets at KKR, responsible for credit strategy and investor communications, and author of KKR's CTRL + ALT + CREDIT investor letter.
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Feb 20, 2026 • 32min
KKR’s co-head of credit says “it’s adult swim only” in markets
Christopher Sheldon, co-head of credit and capital markets at KKR and author of CTRL + ALT + CREDIT, offers a concise take on today’s tricky credit backdrop. He talks about rebooting credit thinking, why scale and origination matter, how AI forces rapid re-underwriting, the importance of protective deal structures in private credit, and where pockets of opportunity may lie.
