Beyond the Headlines: BSP’s Rebranding and Take on AI & Europe

LFI Levered Lines Podcast | Season 3, Episode 10

In this episode of the LFI Levered Lines Podcast, the discussion explores how private credit managers are navigating structural change, platform consolidation, and emerging risk as markets evolve. Kerstin Kubanek speaks with Allison Davi about the rationale behind integrating Alcentra into Benefit Street Partners, building a global private credit platform, and sharpening strategic focus across Europe and the US. They also examine investor concerns around AI, software exposure, and semi liquid products, separating headline noise from fundamental credit risk. Tune in for clear insights into how private credit is repositioning for the next phase of growth and risk management. 

Watch on YouTube:

Speakers:

Kerstin Kubanek, Senior Reporter, LevFin Insights:
Kerstin covers the European private credit market. She worked for a variety of international news outlets such as Yahoo Finance and CNBC, amongst others, in the UK and Germany.

Allison Davi, Co-COO and Head of Business Development, Benefit Street Partners:
Allison has been with BSP for 15 years and provides strategic oversight of the firm’s operations, acquisitions, and global expansion initiatives.

Timestamps:

00:00 – Introduction
00:47 – BSP and Alcentra rebranding
09:30 – European lower mid market lending
12:55 – Private credit strategy expansion
15:56 – AI and software credit risk
22:45 – Conclusion & Key Takeaways