Sep 21, 2026
On September 21, 2026, The Capitol Forum hosted a conference call with Rod Dubitsky, a veteran financial analyst and publisher of The People’s Economist, to discuss emerging risks at the intersection of insurers, asset managers, and private credit.
Drawing on decades of experience analyzing financial institutions and structured credit markets, Dubitsky discussed concerns surrounding private asset valuations, credit ratings, business development companies (BDCs), and the growing use of insurance balance sheets to fund private-market investments.
The conversation also examined where risks may be building within the financial system and what investors and regulators should be watching.
