The Essential

Hamza Lemssouguer: If Your Credit Relies on Growth, Avoiding Disruption, and IPOs, It Looks a Lot Like Equity

In episode 16, the founder of Arini explains why some private credit strategies now depend on the same forces as stocks, and what that changes for investors.

May Vang to Leave Blue Cross and Blue Shield of Minnesota

CFO John Uribe will serve as interim treasurer.

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From Informing AI to Empowering Traders, Quality Data is Non-Negotiable

Irenic Takes Activist Playbook to a New Industrials SPAC

The firm plans a $220 million blank-check vehicle targeting aerospace, defense, and electrification-linked industrial businesses with established operations.

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