Recent headlines have raised tough questions about private credit—defaults, liquidity concerns, and valuation practices. In Episode 46 of Beyond 60/40, Sonali Basak, iCapital’s Chief Investment Strategist, sits down with Craig Packer, Co-President and Head of Credit at Blue Owl, to unpack the facts behind the noise. Craig shares insights on credit quality, the role of private equity sponsorship, liquidity expectations for BDCs, and why portfolio construction matters more than ever.

Topics Covered:

• Why recent defaults are isolated, not systemic
• The paused Blue Owl BDC merger and what it really means
• Liquidity expectations for non-traded BDCs
• How valuations are determined and why transparency matters
• What investors should expect as interest rates shift

Watch now to understand the fundamentals driving private credit’s resilience and what investors should know before allocating capital.

Beyond 60/40 is back for another episode hosted by Sonali Basak, iCapital’s Chief Investment Strategist, with guest Kyle Kniffen, Managing Director and Global Head of Alternatives at Goldman Sachs.

In this episode, we explore the 2026 outlook for alternative investments and why millennials are driving demand for private markets. Kyle shares insights from a recent Goldman Sachs survey showing 54% of millennials are interested in alternatives versus 14% of baby boomers.

Are alternative investments for individual investors? The demand is growing! Watch this episode of Beyond 60/40 with Sonali Basak, iCapital's Chief Investment Strategist, and Raj Dhanda, Partner and Global Head of Wealth Management at Ares for insights on a multi-solution approach, liquidity considerations, access to institutional-quality opportunities, and more.