Media – Videos
May 8, 2024
The early-stage debt financing market, which includes venture debt, had its foundation rattled little more than a year ago when its de facto leader, Silicon Valley Bank, suffered a major crisis. This event subsequently triggered a broader venture banking upheaval that reverberated throughout the venture debt markets. Watch a recording
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April 18, 2024
Insight on the economy and your cash portfolio At the end of last year, we published a Quarterly Cash Update which provided a recap of the markets in 2023 and discussed the possibility that we had reached an inflection point in which interest rate cuts would begin in 2024. As
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December 20, 2023
Recap and insight on the economy and your cash portfolio in 2023 After continuous increases in interest rates by the Federal Reserve (“the Fed”) since March 2022, it seems we may have reached the inflection point and that the Fed may begin interest rate cuts starting in 2024. Watch our
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June 9, 2023
Insight and Perspective on the economy and your cash portfolio After continuous increases in interest rates by the Federal Reserve (“the Fed”) since March 2022, it seems to some that we may be reaching a point of inflection in which the Fed may hike rates once more before taking a
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May 3, 2022
The venture debt ecosystem has expanded in recent years, both in terms of the amount of capital being deployed and in the number of active lenders in the tech sector space. As new lenders have entered the market with fresh perspectives, seasoned lenders have evolved and grown in scale. Watch
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October 12, 2021
ESG (environmental, social, and governance) investing principals have been discussed for more than a decade, but they have only recently gained traction in the fixed income world. In this webcast, Ray Facinelli, EVP-Director of Business Development, and Pate Campbell, an analyst with the Capital Advisors Group credit research team, discuss
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January 22, 2021
In this webcast, Lance Pan defines ESG, discusses how to apply ESG to fixed income and cash investments, and outlines how you can select an ESG provider. Watch the webcast: Click the above webcast link for episode 3 of Credit Update. Hosted by Capital Advisors Group’s Director of Investment Research
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August 25, 2020
Watch the webcast: Click the above webcast link for episode 2 of Credit Update. Hosted by Capital Advisors Group’s Director of Investment Research and Strategy, Lance Pan. Topics covered: Recap of what happened to prime funds in March 2020 Overview of characteristics that make prime funds poor candidates as “liquidity”
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June 11, 2020
June 30th may be a day of reckoning for many early- and growth-stage companies with venture debt loan obligations. That’s a date when lenders schedule end-of-quarter “covenant testing” to ensure borrowers will continue to be able to make timely payments while using loans for their intended purposes. If you’ve taken
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June 1, 2020
Watch the webcast: Click the above webcast link for episode 1 of Credit Update. Hosted by Capital Advisors Group’s Director of Investment Research and Strategy, Lance Pan. Topics covered: Recap of Recent Market Events How to Balance Credit Risk in a Portfolio During Times of Economic Volatility (e.g., COVID-19) Overview
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