Asset Management · Financial Services
Ethan Kaye
Analyst
Lucid Capital Markets
Equibles does not estimate personal net worth.
About Ethan Kaye
Ethan Kaye is recorded as Analyst at Lucid Capital Markets. Ethan Kaye has spoken on 17 earnings calls across 11 companies, most recently for Ares Capital Corp on October 27, 2026. Those appearances were for Blackstone Secured Lending Fund (BXSL), New Mountain Finance Corp (NMFC), GOLUB CAPITAL BDC, Inc. (GBDC), FS KKR Capital Corp (FSK), Ares Capital Corp (ARCC) and 6 other companies. The companies whose calls Ethan Kaye spoke on are classified in the Financial Services sector.
Ethan Kaye on recent calls
“You kind of categorized the MFIC portfolio as a complementary to ARCCs. I guess for those of us maybe who don't cover MSIC or maybe are kind of less familiar with them, can you maybe just higher-level kind of compare and contrast their, you know, strategy and portfolio with ARCCs?”
“I'm just hoping you can kind of characterize the unrealized appreciation during the quarter, right, like how much of that was mark-to-market driven versus kind of specific name driven.”
“Looks like deal activity was quite strong this quarter. you know, we saw pretty muted, I think, numbers at some larger cap piers.”
“You mentioned some opportunities, I think, in the secondary market here. Can you kind of just help us, help kind of like size that for us, how much was done? I guess maybe this quarter wasn't too significant given the overall investment levels.”
“Just following up on the question or discussion on the yield at the JV, So can you just help kind of reconcile? I see, you know, you quoted 11.2%. I see something in the high eighths percent as like a weighted average yield on the portfolio.”
Affiliation history
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Lucid Capital Markets
Analyst
Source not stated
Current
Company network
Asset Management · Financial Services
Asset Management · Financial Services
Asset Management · Financial Services
ARCC
Asset Management · Financial Services
Asset Management · Financial Services
BBDC
Asset Management · Financial Services
Asset Management · Financial Services
Asset Management · Financial Services
Asset Management · Financial Services
Asset Management · Financial Services