Patrick Warren
Head of private credit research at MSCI, specializing in bringing transparency to private markets with data and analysis on private credit, private equity, and real assets.
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Apr 3, 2026 • 14min
Decoding the software lending shock in private credit with MSCI
Patrick Warren, Head of Private Credit Research at MSCI, brings data-driven clarity to private markets. He unpacks the recent software sell-off, where stress is showing up first, and why venture debt and BDCs with tech exposure are under pressure. They explore valuation marks, hidden equity and correlation risks, and how managers might be repricing or delaying recognition of losses.
