Santa Johnson
Investor Relations
Replay available
Morgan Stanley Direct Lending Fund (MSDL) Q2 2025 Earnings Call
Morgan Stanley Direct Lending Fund (NYSE: MSDL) Q2 2025 earnings conference call, held 2025-08-08. Replay captured from the company's public earnings webcast.
Hosted by
Featured presenters
Shanna Johnson
Investor Relations
David Miller
Global Head of Private Credit and Private Equity at Morgan Stanley and Chairman of Morgan Stanley Direct Lending Fund
Michael Osi
Chief Executive Officer of Morgan Stanley Direct Lending Fund
Ashwin Krishnan
Chief Investment Officer of Morgan Stanley Direct Lending Fund
David Pessa
Chief Financial Officer of Morgan Stanley Direct Lending Fund
Melissa Weddle
Analyst, JP Morgan
Corey Johnson
Analyst, UBS
Investor webinar replay
Watch the replay and follow the connected company analysis, news, and investor updates for Morgan Stanley Direct Lending Fund.
Replay transcript excerpt
WEBVTT 00:00:00.672 -- 00:00:06.002 Welcome to Morgan Stanley Direct Lending Second Quarter 2025 Earnings 00:00:06.002 -- 00:00:10.731 Call. At this time, all participants are in a listen-only mode. 00:00:10.731 -- 00:00:14.398 A question-and-answer session will follow the prepared remarks. 00:00:14.398 -- 00:00:17.824 As a reminder, this conference call is being recorded. 00:00:17.824 -- 00:00:21.912 At this time, I'd like to turn the conference over to Santa Johnson. 00:00:21.912 -- 00:00:24.353 Please go ahead. 00:00:28.853 -- 00:00:33.098 Good morning and welcome to Morgan Stanley Direct Lending Fund's second quarter 2025 00:00:33.098 -- 00:00:38.185 earnings call. I am joined this morning by David Miller, Chairman, Michael Osi, 00:00:38.185 -- 00:00:44.092 Chief Executive Officer, Ashwin Krishnan, Chief Investment Officer, Jeff Day, Co-President, 00:00:44.092 -- 00:00:49.525 David Pessa, Chief Financial Officer, and Rebecca Shaul, Head of Portfolio Management. 00:00:49.525 -- 00:00:53.969 Morgan Stanley Direct Lending Fund's second quarter 2025 financial results were released 00:00:53.969 -- 00:00:58.093 yesterday after market close and can be accessed on the investor relations section of 00:00:58.093 -- 00:01:01.094 our website at www.msdl.com. 00:01:01.837 -- 00:01:05.340 We have arranged for a replay of today's events that will be accessible from the Morgan 00:01:05.340 -- 00:01:09.684 Stanley Direct Lending Fund website. During this call, I want to remind you that we may 00:01:09.684 -- 00:01:12.607 make forward-looking statements based on current expectations. 00:01:12.607 -- 00:01:16.441 The statements on this call that are not purely historical are forward-looking statements. 00:01:16.441 -- 00:01:20.048 These forward-looking statements are not a guarante...