Morgan Stanley Direct Lending Fund (MSDL) Q1 2024 Earnings Call Transcript

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Q1: 2024-05-09 Earnings Summary

EPS of $0.63 misses by $0.02
 | Revenue of $99.10M misses by $487.60K

Morgan Stanley Direct Lending Fund (NYSE:MSDL) Q1 2024 Earnings Conference Call May 10, 2024 10:00 AM ET

Company Participants

Michael Occi - Head, Investor Relations and CAO
Jeff Levin - President and CEO
David Pessah - Chief Financial Officer
Orit Mizrachi - Chief Operating Officer
Rebecca Shaoul - Head, Portfolio Management

Conference Call Participants

Robert Dodd - Raymond James
Melissa Whittle - JPMorgan
Paul Johnson - KBW
Vilas Abraham - UBS

Operator

Welcome to Morgan Stanley’s Direct Lending Fund’s First Quarter 2024 Earnings Call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the prepared remarks. As a reminder, this conference call is being recorded.

At this time, I’d like to turn the call over to Michael Occi, Head of Investor Relations and Chief Administrative Officer. Please go ahead.

Michael Occi

Good morning. And welcome to Morgan Stanley Direct Lending Fund’s first quarter 2024 earnings call. Joining me are Jeff Levin, President and Chief Executive Officer; David Pessah, Chief Financial Officer; Orit Mizrachi, Chief Operating Officer; and Rebecca Shaoul, Head of Portfolio Management.

Morgan Stanley Direct Lending Fund’s first quarter 2024 financial results were released yesterday after market closing can be accessed on the Investor Relations website at www.msdl.com. We have arranged for a replay of today’s event that will be accessible from the Morgan Stanley Direct Lending Fund website.

During this call, I want to remind you that we may make forward-looking statements based on current expectations. The statements on this call that are not purely historical are forward-looking statements.

These forward-looking statements are not a guarantee of future performance and are subject to uncertainties and other factors that could cause actual results to differ materially from those expressed in the forward-looking statements, including, and without limitation, market conditions, uncertainties surrounding rising interest rates, changing economic conditions and

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