Marc Lipschultz

Marc Lipschultz is Co-Chief Executive Officer and a board member of Blue Owl Capital Inc., where he also serves as Co-Chief Investment Officer for Blue Owl’s credit advisers. He co-founded Owl Rock Capital Partners, the predecessor to Blue Owl’s credit platform, after more than two decades at KKR, and is a prominent voice on private credit, alternative investments, and financing for AI-related infrastructure.

Private Credit Faces a Confidence Test as AI Hits Software Loans

Private credit’s roughly $1.8 trillion boom is facing its first major test as a crisis of confidence rather than a broad default cycle, Bloomberg Originals argues. The report says the rapid growth of lending outside banks has left investors questioning private loan marks, limited liquidity in retail-facing funds, and underwriting assumptions around software borrowers whose growth prospects may be undermined by artificial intelligence.

Bloomberg OriginalsMay 8, 20269 min read