BTE Newsletter #6: The Sean O'Hara Interview (and Podcast Launch!)
Hello everyone, and great news!
The podcast is officially live. I had originally planned to launch it in 2026, after the newsletter had a few more issues under its belt, but enthusiasm got the better of me. Also the response from potential guests was fantastic, so there was no reason to wait.
You can now subscribe and listen to the first episode with Tom Johnston on Spotify or Apple Podcasts. Newsletter subscribers can also access full episode transcripts here.
As for the second interview, featuring Sean O’Hara, part 1 is available below. Stay tuned for the whole episode and transcript.
Ben
📝 Posts From the Past Week
A Conversation With Sean O'Hara of Obsiido (Featured Post)
Published Today
Sean O’Hara, Chief Investment Officer at Obsiido, joined me to discuss the firm’s origins, its mission, and his approach to fund selection. We also explored the current state of Canada’s private markets and the meaning behind the name “Obsiido.” This is part 1 of the interview.
In (Mostly) Defence of Blue Owl
Published Wednesday November 26th
Blue Owl sparked a mini firestorm when it announced, then quickly scrapped, a merger of its private credit funds. Is this genuinely a sign of stress in private credit, as some argue, or just the latest example of the media fixating on the drama in the stands instead of the fundamentals on the field?
