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LFI Levered Lines Podcast | Season 3, Episode 5

This week on Levered Lines, host Krista Giovacco speaks with Kyle Brown, CEO of Trinity Capital, about the outlook for private credit in 2026. They discuss Trinity’s internally managed BDC model, record investment activity, and why lower middle‑market lending continues to generate attractive returns. The conversation covers underwriting discipline, loss mitigation, liquidity concerns in private credit, and valuation transparency, as well as key growth themes including AI, robotics, reshoring‑driven CapEx, data centers, and energy.

Watch on YouTube:

Speakers:

°­°ù¾±²õ³Ù²¹ÌýGiovacco, Senior Reporter,ÌýLevFinÌý±õ²Ô²õ¾±²µ³ó³Ù²õ:ÌýÌý
Krisa covers direct lending, fundraising, business developmentÌýcompaniesÌýandÌýsecondariesÌýopportunities within the asset class.ÌýÌý

Kyle Brown, Chief Executive Officer, Trinity Capital:ÌýÌý
KyleÌýis responsible forÌýdirecting the company’s lending policies, investmentÌýstrategyÌýand strategic vision.Ìý

Timestamps:

– Introduction
– Trinity Capital’s Unique BDC Structure
– Record Growth & Market Opportunity
– Track Record & Early Warning Signs
– Underwriting & Downside Protection
– Redemptions, Valuations & Platform Scale
– Key Industry Trends for 2026
– Conclusion & Key Takeaways