The ARR Reckoning: Decoding Software Stress Across Credit

Join CreditSights and Fitch Ratings for a co‑hosted webinar featuring Winnie Cisar, Global Head of Strategy at CreditSights, together with Andrew Hedlund of LFI, John Kim of Covenant Review, and Lyle Margolis from Fitch Ratings Private Credit. The discussion will focus on the recent AI‑fueled turbulence in software credits and the resulting ripple effects across leveraged finance markets, including the heavily exposed private credit segment.

The panel will examine fundamentals and recent trading activity across the software sector, highlighting how conditions are diverging across private credit, broadly syndicated loans, and high‑yield bonds. Through a cross‑market perspective, the session will explore credit quality trends, structural considerations, and how investors are navigating volatility and market dislocation in an evolving software credit landscape.

Following their remarks will be live Q&A, if you have any questions in advance please send to events@creditsights.com