Group 1 - The financial space, particularly BDC stocks, experienced a challenging month, prompting increased scrutiny from investors [1] - Confidence in the underwriting teams of companies like Blue Owl and others is crucial for investment decisions, with a focus on their strategies [2] - Blue Owl Tech Finance has a significant portion of its portfolio in senior secured positions, with over 80% being profitable companies, and a net asset value (NAV) close to 17 [3] Group 2 - There is an expectation of a 20% to 25% total return on Blue Owl Tech Finance over the next year, driven by potential price appreciation and yield [4] - The market sentiment is perceived to be incorrect regarding Blue Owl's underwriting capabilities, indicating a strong belief in the company's strategy [4]

RT Sei (@SeiNetwork)November on Sei — enterprise expansion, global market access, and shipping at scale.• The Canary Staked SEI ETF ($SEIZ) was listed on DTCC.• Binance became a Sei Network validator.• Nearly $30M of RWAs landed on Sei in two months, led by assets from BlackRock, Hamilton Lane, and Apollo.• USDC on Sei went live on Binance.• Robinhood listed SEI, expanding reach to 25M+ retail users.• Binance US and OKX listed SEI, broadening access across global markets.• OKCoin Japan added SEI to its stak ...

Industry Trend - Private capital giants like Apollo are facing increased challenges in expanding their insurance asset holdings within the European market [1]

In just 2 months, nearly $30M of real-world assets have landed on Sei.With parallelized EVM infrastructure built for global-scale execution, Sei is powering the next era of institutional-grade finance.BlackRock, Hamilton Lane, Apollo. Capital markets are taking shape on Sei. https://t.co/5oR7kmOJl8 ...

Core Insights - Blue Owl's stock price has significantly declined, dropping from a year-to-date high of $25.52 to $14.45, indicating a substantial decrease in value [1] Company Performance - Blue Owl's stock performance is underwhelming compared to industry leaders such as Apollo, Blackstone, and Ares, highlighting a lag in competitive positioning [1]

Federal Reserve Insights - The Federal Reserve is considering a hawkish cut in December, with little change in economic conditions since the last meeting [2] - Current projections indicate core PCE at approximately 3.1% for the year, while unemployment is approaching 4.5%, suggesting potential for further risk management cuts [3] - The impact of a 25 basis point cut on the S&P 500 has been noted, raising questions about the effectiveness of such cuts moving forward [4] Private Credit Market Analysis - The focus is shifting towards private credit, particularly concerning vintage risk from deals made in 2021 and 2022, which may face challenges due to changing rate environments [6] - There is a concern regarding liquidity in private credit markets, as many investors assumed these structures were liquid, which they were not [7] - Defaults are expected at the margins, particularly affecting lower-income consumers, while overall credit quality remains stable [8] Market Conditions and Credit Quality - Recent data indicates high insurance costs for autos and homes, which could signal areas for credit quality deterioration [9] - Default rates in the market remain relatively low, between 2% and 3.5%, with an emphasis on the importance of more frequent monthly marks for assessing credit quality [11] - Aggregate credit quality has held up, but questions around marks and liquidity are becoming increasingly significant [12]

Apollo CEO Marc Rowan rejected the notion that adding private assets to retirement and insurance portfolios can pose a systemic risk, calling concerns about such holdings overblown https://t.co/C8qIGBfu3H ...

blackrock cut buidl fund fees 60% when they moved from ethereum to solana. 50bps to 20bps. the $10 trillion asset manager doesn't slash fees unless they're scaling hard. $250m already deployed. figure, apollo, hamilton lane all building rwa infrastructure on solana. eth lost this game. ...

Core Insights - Air Lease Corporation is currently facing significant insider trading activity, with director Steven F. Udvar-Hazy selling 11,000 shares at approximately $63.73 each [1] - The company is under investigation regarding a proposed acquisition by Sumitomo Corporation, SMBC Aviation Capital, Apollo, and Brookfield, with a cash offer of $65.00 per share for shareholders [2] - The ongoing investigation aims to assess the fairness of the proposed sale price and process, as the current stock price of $63.73 is slightly below the acquisition offer [3] Company Overview - Air Lease Corporation is a key player in the aircraft leasing industry, providing aircraft to airlines globally [1] - The company's stock is currently trading at $63.73, which is under scrutiny due to the proposed acquisition [3] Market Context - AerCap Holdings N.V., another major competitor in the aircraft leasing sector, is trading at a similar price point of $63.73, with a minor decrease of 0.10% today [4] - AerCap's market capitalization is approximately $7.12 billion, with a trading volume of 7,457,455 shares [4]

Asset tokenization platform Securitize has partnered with Plume Network’s Nest protocol to bring institutional assets on-chain, the behind products from Apollo, Hamilton Lane, VanEck, and BlackRock.Meanwhile, Bitcoin staking protocol Solv Protocol will invest $10 million into Nest Vaults to enhance the liquidity of the associated asset pools.https://t.co/W5tIh5Marv ...