Replay available

Morgan Stanley Direct Lending Fund (MSDL) Q3 2025 Earnings Call

Morgan Stanley Direct Lending Fund (NYSE: MSDL) Q3 2025 earnings conference call, held 2025-11-07. Replay captured from the company's public earnings webcast.

Fri, November 7, 2025 at 10:00 AMendedReplay
Morgan Stanley Direct Lending Fund (MSDL) Q3 2025 Earnings Call

Hosted by

Featured presenters

Santa Johnson

Investor Relations, Morgan Stanley Direct Lending Fund

Michael Osi

Chief Executive Officer

Jeff Day

Co-President

David Pessa

Chief Financial Officer

Rebecca Shaul

Head of Portfolio Management

Melissa Whittle

Analyst, JP Morgan

Robert Dodd

Analyst, Raymond James

Kenneth Lee

Analyst, RBC Capital Markets

Investor webinar replay

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Replay transcript excerpt

WEBVTT 00:00:01.280 -- 00:00:06.366 Welcome to Morgan Stanley Direct Lending Fund's third quarter 2025 earnings call. 00:00:06.366 -- 00:00:09.890 At this time, all participants are in a listen-only mode. 00:00:09.890 -- 00:00:13.735 A question and answer session will follow the prepared remarks. 00:00:13.735 -- 00:00:17.399 As a reminder, this conference call is being recorded. 00:00:17.399 -- 00:00:20.383 At this time, I'd like to turn the call over to Santa Johnson. 00:00:20.383 -- 00:00:22.783 Please go ahead. 00:00:22.926 -- 00:00:26.831 Good morning, and welcome to Morgan Stanley Direct Lending Fund's third quarter 2025 00:00:26.831 -- 00:00:32.079 earnings call. I am joined this morning by Michael Osi, Chief Executive Officer, Ashwin 00:00:32.079 -- 00:00:37.327 Krishnan, Chief Investment Officer, Jeff Day, Co-President, David Pessa, 00:00:37.327 -- 00:00:41.574 Chief Financial Officer, and Rebecca Shaul, Head of Portfolio Management. 00:00:41.574 -- 00:00:45.861 Morgan Stanley Direct Lending Fund's third quarter 2025 financial results were released 00:00:45.861 -- 00:00:50.068 yesterday after market close and can be accessed on the investor relations section of 00:00:50.068 -- 00:00:53.069 our website at www.mscl.com. 00:00:53.930 -- 00:00:57.754 We have arranged for a replay of today's event that will be accessible from the Morgan 00:00:57.754 -- 00:01:01.958 Stanley Direct Lending Fund website. During this call, I want to remind you that we may 00:01:01.958 -- 00:01:04.822 make forward-looking statements based on current expectations. 00:01:04.822 -- 00:01:08.586 The statements on this call that are not purely historical are forward-looking statements. 00:01:08.586 -- 00:01:12.390 These forward-looking statements are not a guarantee of future performance an...