Replay available

Morgan Stanley Direct Lending Fund (MSDL) Q1 2026 Earnings Call

Morgan Stanley Direct Lending Fund (NYSE: MSDL) Q1 2026 earnings conference call, held 2026-05-08. Replay captured from the company's public earnings webcast.

Fri, May 8, 2026 at 10:00 AMendedReplay
Morgan Stanley Direct Lending Fund (MSDL) Q1 2026 Earnings Call

Hosted by

Featured presenters

Rebecca Shaul

Head of Portfolio Management

Jeff Day

Co-President

David Pessa

Chief Financial Officer

Santa Johnson

Head of Investor Relations

Ashwin Krishnan

Chief Investment Officer

Michael Osi

Chief Executive Officer

Corey Johnson

Analyst, UBS

Finny Noche

Analyst, Wells Fargo Securities

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:00.031 -- 00:00:05.557 Good day and welcome to the Morgan Stanley Direct Lending Q1 2026 earnings 00:00:05.557 -- 00:00:11.122 call. At this time, all participants are in a listen-only mode. 00:00:11.122 -- 00:00:15.266 A question and answer session will follow the prepared remarks. 00:00:15.266 -- 00:00:18.350 As a reminder, this conference call is being recorded. 00:00:18.350 -- 00:00:23.655 At this time, I'd like to turn the call over to Santa Johnson, Head of Investor 00:00:23.655 -- 00:00:27.297 Relations. Please go ahead. 00:00:27.537 -- 00:00:31.441 Good morning, and welcome to Morgan Stanley Direct Lending Fund's first quarter 2026 00:00:31.441 -- 00:00:36.486 earnings call. I am joined this morning by Michael Osi, Chief Executive Officer, 00:00:36.486 -- 00:00:41.651 Ashwin Krishnan, Chief Investment Officer, Jeff Day, Co-President, David Pessa, 00:00:41.651 -- 00:00:45.855 Chief Financial Officer, and Rebecca Shaul, Head of Portfolio Management. 00:00:45.855 -- 00:00:50.140 Morgan Stanley Direct Lending Fund's first quarter 2026 financial results were released 00:00:50.140 -- 00:00:54.464 yesterday after market closed and can be accessed on the Investor Relations section of 00:00:54.464 -- 00:00:57.425 our website at www.msdl.com. 00:00:57.845 -- 00:01:01.351 We have arranged for a replay of today's events that will be accessible from the Morgan 00:01:01.351 -- 00:01:04.513 Stanley Direct Lending Fund website. 00:01:04.777 -- 00:01:08.263 During this call, I want to remind you that we may make forward-looking statements based 00:01:08.263 -- 00:01:12.410 on current expectations. The statements on this call that are not purely historical are 00:01:12.410 -- 00:01:16.377 forward-looking statements. These forward-looking statements are not a guara...