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Thursday, September 24, 2026The Morning Brief →Sign in
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IFM Investors

In PWD coverage since August 24, 2026 · 6 stories
2Deals on our tracker
Deal recordFull tracker →
Sep 23, 26Deal talkStack Infrastructure · Blue Owl Capital Inc. · Artificial Intelligence Infrastructure Partnership (AIP) · $25B — coverage
May 31, 26Deal closedNest · $200
PWD coverage
Deals & PE

The AI buildout is a fundraise, and the wealth shelf just filed

A $25 billion platform negotiation, a $10 billion Microsoft venture, and two small Brown Advisory filings describe the same trade: pooled capital buying compute, with the wealth channel arriving before anyone has seen the markdowns.
Deals & PE · Sep 24Blue Owl's data-center ask meets a $25 billion income bid
allocators · Sep 10Nest builds private credit in nine-figure tickets, weighted to infrastructure
Data · Sep 4Private credit's 5% gate is now the term sheet
direct_lending · Sep 3IFM opens Singapore office to push Asia private credit
digital · Aug 24Switch's grid play turns a race track into a 270MW hedge
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