Insurance - Property & Casualty · Financial Services
Casey Alexander
Analyst
Compass Point
Equibles does not estimate personal net worth.
About Casey Alexander
Casey Alexander is recorded as Analyst at Compass Point. Casey Alexander has spoken on 13 earnings calls across 11 companies, most recently for Hercules Capital, Inc. on May 5, 2026. Those appearances were for Kinsale Capital Group, Inc. (KNSL), Rli Corp (RLI), Hercules Capital, Inc. (HTGC), Trinity Capital Inc. (TRIN), Barings BDC, Inc. (BBDC) and 6 other companies. The companies whose calls Casey Alexander spoke on are classified in the Financial Services sector.
Casey Alexander on recent calls
“First of all, congratulations, Seth, on the new posting, And, Andrew, welcome back to the publicly traded BDC marketplace. I'm struck by, you know, that's a really healthy amount of prepayments that you're suggesting.”
“You know, on most of these calls so far this quarter, we've been talking a lot more defense than offense, but I think Trinity appears to be in a position to play offense, and because of your five verticals, your software position appears to be indexed below most of the peer groups.”
“Yeah good morning and and Matt I appreciate your comments trying to bring some relative perspective to the software market but I do have a follow-up question to that that I'm actually going to direct at Tom because Tom you have long history in the liquid credit markets and an issue that that you know investors…”
“And I can appreciate your frustration that in this environment right now, everything is being looked at through the most skeptical lens possible. And that's kind of what happens when the market paints things with a broad brush.”
“You know, the private equity sector is pretty reactive to what it sees as market sentiment. And seeing this out, I mean, you guys are pretty under-levered. Is your pipeline shifting, you know, and are private equity firms shifting their activity away from software, at least until there's more certainty?”
Affiliation history
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Compass Point
Analyst
Source not stated
Current
Company network
RLI
Insurance - Property & Casualty · Financial Services
Asset Management · Financial Services
TRIN
Asset Management · Financial Services
BBDC
Asset Management · Financial Services
Asset Management · Financial Services
Asset Management · Financial Services
Asset Management · Financial Services
HCI
Insurance - Property & Casualty · Financial Services
Asset Management · Financial Services
ARCC
Asset Management · Financial Services