PEI this week hosted a podcast with editors from its various publications in the buyout, private debt, real assets and secondaries spaces. They discuss the article they published on LP defaults, and state that they have not been able to identify the particular investors who have purportedly defaulted, nor have they uncovered reports of other investor defaults. At the 15-minute mark, there is discussion on the fund finance market. The discussion covers NAV-based facilities and the impact on credit availability resulting from the drop in asset values. There is also discussion around the bandwidth of fund finance providers being stressed with many financing requests. Other topics discussed throughout the podcast include the availability of assistance for private equity portfolio companies under the Cares Act, the level of communication between GPs and LPs, the impact of loan level defaults on the CLO market, and the forecasted increase in tenant lease defaults. The subscription-required podcast is accessible here.