Essential Asia

Churchill’s Ken Kencel on Private Credit’s Second Act

From the myth of “semi-liquid” private credit to why the highest returns can be misleading, Kencel challenges some of the industry’s most widely held assumptions.

Alpha Edge Asia 2026

October 21, 2026 | Island Shangri-La

Why Top Pensions Like Verizon and Lockheed Martin are Outsourcing to Goldman

Even the largest pensions are outsourcing. Still, “There is a very strong case for keeping management of the pension plan in-house, especially for plans more than $5 billion.” 

Despite Software Making a Comeback, Investors Still Struggle With Valuations

SaaS VC deals are on the rebound, but they’re nowhere near their pre-AI peak. “If you look at 2020, 2021 vintages, the returns are really concerning.”

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Commercial Real Estate – Navigating the Brave New World of AI

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