Daniel Rudnicki Schlumberger, a 30-year JP Morgan veteran, sits down with senior leveraged finance reporter Nicolle Liu to unpack how the bank is exporting its Security and Resiliency Initiative (SRI) from the US to EMEA — mobilizing private capital for the sectors governments now treat as strategic.
Schlumberger also discusses:
The $1.5trn, 10-year target and the full capital stack behind it: balance-sheet lending, syndicated loans, high yield, equity private placements, IPOs, venture and direct lending, second lien, PIK and hybrid capital;
Where the money is going: aerospace and defense, nuclear, wind, solar, grid resiliency, AI, quantum, cyber, rare minerals, shipbuilding, robotics and critical medicines;
Deals in focus: Oxford Quantum Circuits' equity private placement, Czechoslovak Group's HY bond and defense IPO, and CoreWeave's debut euro bond;
Plus: private equity's push into defense consolidation, the sovereign data center question, government engagement, and how JP Morgan is staffing up its SRI team.
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