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Third Thursday Themes

The Specialization Era in Private Markets: Third Thursday Themes – October 2025

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Written by CAZ Investments
October 16, 2025

This month we spoke with David Golub, founder and president of Golub Capital. David shares how his firm approaches downside risk management, navigates current market headwinds, and leverages specialization to uncover opportunity in the middle market.

You can watch the full 23-minute episode above.

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