Luc
Bridging traditional finance and digital assets, I’m a senior investment executive with 20+ years in asset management, fintech, and government advisory.
Private Credit: Risks and Benefits of a Maturity Wall
Model shows how finite-life funds’ ‘maturity wall’ disciplines borrowers and expands credit, shifting risk from banks while raising liquidation risk. Net effect: higher expected output but sharper tail losses, with implications for co-financing, bank portfolios, and policy trade-offs.
Private Credit: From Corned Beef to Tenderloin — Rethinking the Industry Beyond the Headlines
Private credit has become an easy target for sweeping generalisations. Just days after Jared Kushner brokered the USD 55 billion take‑private of Electronic Arts (Reuters), headlines were quick to draw sweeping parallels. The Financial Times framed the First Brands collapse as an 'Enron moment,' while The Economist
