BND: Strategy Room Bonus - Blue Owl, Cliffwater, and others in trouble as redemption's explode!

The Banker Next Door · Apr 5, 2026 · 26m

This video is a clip from BND: Strategy Room Live Stream on April 4, 2026. The conversation around Private Credit continues as redemption's exploded in the last few weeks. The problem has turned extreme at Blue Owl, where they have two funds under pressure. This clip also looks at is another crisis on the horizon, bank’s overall exposure to Private Credit, how loans to Private Credit have been the #1 loan category for bank’s over the last five years, Private Credit’s retreat from commercial real estate loans, Private Credit’s exposure to the software industry, Fitch downgrades nonbank direct…