In the first of a planned series of conversations on AI, TwinFocus Managing Director Jeffrey Heisler and StartFast Founder Chuck Stormon review a little history and outline key topics for understanding where AI is and where it may be going.
In the first of a planned conversation series on artificial intelligence, TwinFocus Managing Director Jeffrey Heisler and Chuck Stormon, Founder of StartFast, explore the evolution of AI and outline the key themes investors and leaders should understand as the technology continues to develop and shape the future.
TwinFocus is proud to announce our support of Commonwealth Shakespeare Comp...
TwinFocus is proud to announce our support of Commonwealth Shakespeare Company (CSC)
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As we celebrate 20 years of Trust, Impact & Gratitude, TwinFocus is…
As we celebrate 20 years of Trust, Impact & Gratitude, TwinFocus is proud to announce our support of Commonwealth Shakespeare Company (CSC) — one of Boston’s most cherished cultural institutions. This milestone year has given us the opportunity to reflect on what matters most: the relationships we’ve built, the communities we’re part of, and the organizations making a lasting difference. CSC embodies all of that. For over 25 years, CSC has brought world-class Shakespeare productions to the Boston Common, completely free of charge — no tickets, no barriers, just extraordinary storytelling under the open sky. Beyond the stage, their education and community engagement programs ensure that the transformative power of theatre reaches students and neighborhoods across Greater Boston. Supporting CSC is one of several meaningful partnerships we’re proud to support as part of our 20th anniversary campaign. Because after two decades...
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March 2026
13 mins read
TwinFocus Insights
“Private Credit BDCs: Gradually, Then Suddenly”
“Private Credit BDCs: Gradually, Then Suddenly”
“Private Credit BDCs: Gradually, Then Suddenly” Introduction Private credit, more precisely large…
“Private Credit BDCs: Gradually, Then Suddenly” Introduction Private credit, more precisely large non-listed BDCs, are in the headlines. These structures provide access to private credit, previously limited to institutions and HNW individuals, and tout yields of 10% or more in a liquid interval fund format. After nearly a decade of delivering as promised, a series of subprime defaults and concerns about AI disruption of SaaS business models have raised questions about portfolio quality among investors, leading to redemptions requests well in excess of fund gates. While the asset managers argue the defaults are idiosyncratic events, there is a growing concern they are the canary in the coalmine of broader systemic risks We are not going to debate these points. The opacity of reporting makes it difficult to definitively challenge their claims, while others have taken deep dives into the various...
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March 2026
13 mins read
TwinFocus Insights
From Unipolar to Multipolar: The Investment Implications
From Unipolar to Multipolar: The Investment Implications
From Unipolar to Multipolar: The Investment Implications While we cannot predict an…
From Unipolar to Multipolar: The Investment Implications While we cannot predict an end date to the current conflict in the Middle East, we believe the actions of the US and its “friends” in this war thus far mark the break between the end of a unipolar world and the beginning of a multipolar one. Executive Summary The Macro Shift: The unipolar framework, the 70-year “security-for-loyalty bargain” between the US and the rest of the world, has been undergoing a structural de-rating marked by a long slow simmer of discontent. The Catalyst: We view Operation Epic Fury and the 2026 Hormuz Crisis as the rupture point, confirming that the oft-forecasted multipolar world is finally here. The “Dead Cat Bounce”: Do not mistake the dollar’s recent two-week spike for a return to US exceptionalism. We see this as mechanical reflex of the...
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March 2026
1 mins read
TwinFocus Updates
We were thrilled to host this year’s TwinFocus Alpine Summit in beautiful B...
We were thrilled to host this year’s TwinFocus Alpine Summit in beautiful Big Sky, Montana — bringing together clients and friends for a few memorable days in the mountains.
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We were thrilled to host this year’s TwinFocus Alpine Summit in beautiful…
We were thrilled to host this year’s TwinFocus Alpine Summit in beautiful Big Sky, Montana — bringing together clients and friends for a few memorable days in the mountains.
We’re truly grateful that so many of you chose to spend your time with us and be part of this special gathering. The Summit was filled with great conversations, fresh mountain air, and unforgettable runs on the slopes.
Moments like these remind us how valuable it is to step away from the day-to-day, connect in person, and share experiences together. Thank you to everyone who joined us and helped make the 2026 TwinFocus Alpine Summit such a success. We’re already looking forward to the next one!
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