https://minutesof.com/on/direct-lending/ Everyone on the record about direct lending: 4 verbatim quotes from 2 people, May 2026 to August 2026, in one chronology, each with a timestamp and a link… en Sun, 30 Aug 2026 22:32:55 +0000 https://minutesof.com/q/35476c29-e358-4141-b6e8-7ebf3c95c09f/ https://minutesof.com/q/35476c29-e358-4141-b6e8-7ebf3c95c09f/ “The most recent discussion that's had across our industry on liquidity has been in the negative context of the gating of direct lending funds over the past few months.” — Marc Rowan, i101 Tue, 04 Aug 2026 22:00:07 +0000 direct lending https://minutesof.com/q/6715512c-04c8-4854-82e0-69cb20d492c8/ https://minutesof.com/q/6715512c-04c8-4854-82e0-69cb20d492c8/ “I didn't foresee the growth of private credit, which the part of private credit which loans money for mid sized buyouts we call direct lending.” — Howard Marks, Barron's Fri, 12 Jun 2026 17:53:42 +0000 direct lending https://minutesof.com/q/c99a0efe-5954-4142-9655-3a3ce8ede630/ https://minutesof.com/q/c99a0efe-5954-4142-9655-3a3ce8ede630/ “So the the the And the availability of that $1,700,000,000,000 put a lot of people into business and made a lot of people extremely successful along with a very favorable economy” — Howard Marks, Prof G Markets Fri, 12 Jun 2026 11:00:07 +0000 direct lending https://minutesof.com/q/a85193ca-1429-4f2a-a5ff-fad25e633aa4/ https://minutesof.com/q/a85193ca-1429-4f2a-a5ff-fad25e633aa4/ “By ninethirty, all investors will have daily pricing for direct lending and asset backed finance also. That essentially means the totality of our credit business will be 100% daily pricing by ninethirty.” — Marc Rowan, Castify Earnings Call Mon, 25 May 2026 09:45:14 +0000 direct lending