Bay Street to Private Markets – Signal Vs. Noise: BI Replay

Canada’s Big Six banks are navigating a macro environment clouded by tariff uncertainty, stagflation risk, and a rising probability of rate hikes, even as modest loan growth and capital markets revenues provide near-term support. Meanwhile, private credit has grown into a formidable global asset class, but recent headlines around credit quality, transparency, and bank exposures to private lenders have raised fundamental questions about whether current stress is cyclical or structural. Is Canada’s banking sector equipped to absorb what’s coming? Is private credit in a normal correction, or something worse? Join Bloomberg Intelligence and Morningstar DBRS analysts for a fireside chat on June 24 as they answer these questions directly. --- 11:30 AM – 12:00 PM Registration 12:00 PM – 12:30 PM Panel 1: Canadian Banks — Resilient or Vulnerable? Moderator: Himanshu Bakshi, Bloomberg Intelligence Panelists: Paul Gulberg, Bloomberg Intelligence; Carl De Souza, Morningstar DBRS 12:30 PM – 1:00 PM Panel 2: Private Credit & BDCs — Cycle or Collapse? Moderator: Paul Gulberg, Bloomberg Intelligence Panelists: David Havens, Bloomberg Intelligence; Michael Dimler, Morningstar DBRS 1:00 PM – 2:00 PM Networking & Lunch