Publications
“Managers sweeten deals on U.S. captive CLO equity funds to get investors in the door,” Creditflux, July 17, 2025
“Evergreen Funds Demand New Feeder Types,” Asset-Backed Alert, June 27, 2025
Quoted, “Evergreen CLO funds rise — Liquid, lucrative, but not for everyone,” 9fin, May 9, 2025
“Developments in Rated Note Fund Structures to Access Insurance Capital,” Private Equity Law Report, April 17, 2025
Quoted, “Private credit managers try to get creative in lackluster fundraising environment,” Private Funds CFO, August 15, 2024
Quoted, “Captive equity craze spreads to middle-market CLOs as BSL CLO funds look towards evolution,” 9Fin, December 18, 2024
Quoted, “NAIC makes major move to check ABS to fund interests,” Private Funds CFO, August 15, 2024
Quoted, “Insurers seeking higher yields flock to private credit,” LSEG, June 27, 2024
“Collateralized Fund Obligation Transactions,” Lexis Practical Guidance, May 6, 2024
Quoted, “The Unicrunch — Five thoughts on the week that was,” 9Fin, March 22, 2024
“The SEC's Cooled Down But Still Spicy Private Fund Rules,” Law360, December 2023
“Co-investment, customization on the rise in private credit land,” Alternatives Investment, September 2023
“Collateralized Fund Obligations: The Technicolor Dreamcoat of Fund Finance from a US and UK/EU Perspective,” Butterworths Journal of International Banking and Financial Law, April 2023
Quoted, “Regulators Delay Move to Add Oversight of Private Funds for Insurers,” FUNDfire, March 2023
“Collateralized Fund Obligations: The Technicolor Dreamcoat of Fund Finance - Part 2: A Deeper Dive,” The Investment Lawyer, February 2023
“Collateralized Fund Obligations: The Technicolor Dreamcoat of Fund Finance - Part 1,” The Investment Lawyer, January 2023
Quoted, “Alts Managers Bump Up Insurance Product Push amid Regulatory Shift,” FUNDfire, October 26, 2022
“New SEC Rules May Increase Reporting Hurdles for CLOs,” Creditflux, March 2022
“How Rated Note Structures Enable Fund Managers to Raise Funds From Insurers in the U.S. and Beyond,” Private Equity Law Report, January 11, 2022
Speaking Engagements
“Rated Funds – More than a Capital Efficiency Tool?” DealCatalyst's The Future of Fund Finance U.S., June 9, 2025
“The Increasingly Interconnected Markets: Bank, Insurance, and Private Wealth Partnerships with Private Credit,” DealCatalyst's The U.S. Private Credit Industry Conference on Direct Lending 2025, May 13, 2025
“Rated Debt Feeder Funds,” ACIC 2025 Spring Investment Forum, Chicago, IL, April 3, 2025
“Credit Strategies,” Alternative Investments Conference, Institute for Private Capital, March 30, 2023
“Capital raising in Europe: What private capital fund managers need to know,” IFI Global and Ocorian Webinar, March 17, 2023
“Demystifying Private Capital Funds,” Intertrust Group Webinar, December 6, 2022
“Capital raising in Europe: What U.S. private fund managers need to know,” Ocorian Webinar, June 7, 2022
“Ireland or Luxembourg – Where to establish your fund in Europe?” Carne Webinar, May 27, 2021
“Ireland: Launch Point for European Fundraising,” Privcap Podcase, December 8, 2020
“Global Trends in Private Funds,” 2019 Global Alternative Funds Symposium, New York, NY, June 4, 2019
“Navigating Global Regulatory Change in the Investment Funds Industry,” Opportunities for Ireland, Dublin, June 8, 2017
