Reinsurance Sidecars: The Other Insurance-Linked Bet, and Why It's Not a Cat Bond
    Alternative Investments

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    Jeff Barnes, MBA··9 min read
    Balbec Capital's $930M Bet on Mortgage Debt Banks Won't Touch
    Alternative Investments

    Balbec Capital's $930M Bet on Mortgage Debt Banks Won't Touch

    Jeff Barnes, MBA··10 min read
    AIP Capital and Monroe Capital's $643M Aircraft ABS: What the Tranches Tell You About Aviation as Fixed Income
    Alternative Investments

    AIP Capital and Monroe Capital's $643M Aircraft ABS: What the Tranches Tell You About Aviation as Fixed Income

    Jeff Barnes, MBA··10 min read
    9fin's BDC Watchlist Flags $5.7 Billion in At-Risk Loans, and the Market Already Priced It In
    Alternative Investments

    9fin's BDC Watchlist Flags $5.7 Billion in At-Risk Loans, and the Market Already Priced It In

    Jeff Barnes, MBA··10 min read
    Why Cox Capital's BDC Tender Offers Are Priced 15% to 30% Below NAV
    Alternative Investments

    Why Cox Capital's BDC Tender Offers Are Priced 15% to 30% Below NAV

    Jeff Barnes, MBA··11 min read
    Timberland Investing Explained: How TIMOs, Direct Land, and Timber REITs Actually Work
    Alternative Investments

    Timberland Investing Explained: How TIMOs, Direct Land, and Timber REITs Actually Work

    Jeff Barnes, MBA··11 min read
    Catastrophe Bonds Explained: How Cat Bonds and ILS Actually Work in 2026
    Alternative Investments

    Catastrophe Bonds Explained: How Cat Bonds and ILS Actually Work in 2026

    Jeff Barnes, MBA··11 min read
    Silver Hill Energy Partners Closes $1.277B Fund V: What the Oversubscription Really Signals
    Alternative Investments

    Silver Hill Energy Partners Closes $1.277B Fund V: What the Oversubscription Really Signals

    Jeff Barnes, MBA··10 min read
    Trade Credit Insurance Funds: The Alternative Asset Class Betting on Who Doesn't Get Paid
    Alternative Investments

    Trade Credit Insurance Funds: The Alternative Asset Class Betting on Who Doesn't Get Paid

    Jeff Barnes, MBA··11 min read
    CLO Equity Explained: The Riskiest, Highest-Paying Slice of Private Credit
    Alternative Investments

    CLO Equity Explained: The Riskiest, Highest-Paying Slice of Private Credit

    Jeff Barnes, MBA··11 min read
    Sagard's Third Private Credit Fund Just Hit $1 Billion. Here's What It Means for Direct Lending
    Alternative Investments

    Sagard's Third Private Credit Fund Just Hit $1 Billion. Here's What It Means for Direct Lending

    Jeff Barnes, MBA··10 min read
    Vint Review: Inside the Collapse of the SEC-Qualified Fine Wine Investing Platform
    Alternative Investments

    Vint Review: Inside the Collapse of the SEC-Qualified Fine Wine Investing Platform

    Jeff Barnes, MBA··9 min read