Third Point LLC

Congratulations to Managing Director of Portfolio Strategy & Analytics Danielle Ebenstein on being named one of Pensions & Investments’ 2026 Rising Stars!   For nearly a decade, she has played a critical role in advancing our analytics capabilities and integrating data and quantitative insights into our investment process. Today, she continues to help shape how we use data and AI to support our investment decisions.   We’re proud to see Danielle recognized among the next generation of investment leaders and look forward to her continued impact.   Learn more about the award: https://lnkd.in/gDq9aTjT -- Award granted by Pensions & Investments (independent third party). Third Point paid a de minimis nomination fee, but the selection was made by Pensions & Investments based on its own independent assessment methodology, including consideration of each nominee’s experience and impact within institutional investing and their commitment to attract, retain, support, and promote women into the industry throughout their career. This award should not be construed as investment advice or a recommendation to buy or sell any security. Investing involves risk, including the possible loss of principal. This award does not represent any client’s experience and is not indicative of Third Point’s future performance or investor experience. Past performance is no guarantee of future results.

We’re proud to share that our Head of Structured Credit Shalini Sriram has been named one of Pensions & Investments’ 2026 Influential Women in Institutional Investing. With more than two decades of experience in structured credit, Shalini has built an investment approach grounded in discipline, flexibility and experience across market cycles. This recognition reflects her leadership at our firm and her influence on the next generation of investors. Congratulations on this outstanding recognition. Learn more: https://lnkd.in/gniN9S7S -- Award granted by Pensions & Investments (independent third party). Third Point paid a de minimis nomination fee, but the selection was made by Pensions & Investments based on its own independent assessment methodology, including consideration of each nominee’s experience and success in the industry through their mentorship and leadership roles throughout their career. This award should not be construed as investment advice or a recommendation to buy or sell any security. Investing involves risk, including the possible loss of principal. This award does not represent any client’s experience and is not indicative of Third Point’s future performance or investor experience. Past performance is no guarantee of future results.

Our Private Credit platform has been active thus far in 2026, its second year of deployment.   Through sponsor and non-sponsor direct lending and capital solutions, we worked across a diverse mix of industries to support our clients’ financing needs.   Swipe to explore highlights from our year-to-date deal activity.

“It’s hard to imagine a computer sitting on a creditors committee and working through the capital structure.”   On an episode of the Invest Like The Best podcast, our CEO and Founder Daniel Loeb discusses why human behavior remains central to investing and where he believes people maintain an edge over machines.

As industries become increasingly complex, sector knowledge matters.   Our investment team evolved from one organized around transactions to one built around industry experience, thematic research and a focus on quality businesses.

Will AI take human nature out of the investment process?   On the Invest Like The Best podcast, our CEO and Founder Daniel Loeb shares his perspective on the intersection of AI, how psychology and investing are intertwined and why he believes human behavior will continue to be a lasting source of market opportunity.

We believe recent market dislocations have created a more attractive balance between risk and opportunity.   In our Q2 2026 Investor Letter, Founder and CEO Daniel Loeb shares how our teams are navigating today's market environment through disciplined portfolio construction and selective equity investments while outlining our outlook across corporate and structured credit.   Learn more below ⬇️

“I would say the one area that has the least amount of capital but probably the most demand for capital is that space between private equity and core direct lending.”   Our Co-Head of Credit Jonathan Berger joined Ted Seides, Eleftherios (Terry) Monis and Tod Trabocco, CFA at iConnections' Global Alts New York 2026 to discuss how recent market repricing has, in their view, improved the opportunity set for new private credit investments, with wider spreads and strong lender protections.   Watch the full conversation: https://lnkd.in/eb-KryMk --  This recording contains statements of opinion, including from third-party panelists not affiliated with Third Point, whose views are their own and have not been verified by Third Point. Certain statements are forward-looking, involve known and unknown risks and uncertainties, and speak only as of the date of the original recording, June 9, 2026. Third Point disclaims any duty to update this information and any responsibility for the accuracy of third-party statements.

The best investors rarely follow a conventional path. In a recent interview with Globes, Third Point Ventures Partner Sapir Harosh reflects on the experiences that shaped her approach to investing, her path into venture capital and the mindset she brings to partnering with innovative technology companies. Read the full interview: https://lnkd.in/ehDwcSN3

Credit markets remain resilient, but pockets of stress are beginning to emerge beneath the surface.   Our Head of Structured Credit Shalini Sriram joined Bloomberg's James Crombie on the Credit Edge podcast to discuss how refinancing pressures, CLO dynamics and technical market dislocations may create opportunities for investors.   Listen to the full discussion: 🎧Bloomberg: 41:42 - 48:05 https://lnkd.in/gc98XMBH   🎧 Apple Podcasts: 42:13 – 48:35 https://lnkd.in/gX4dUHBR 🎧 Spotify: 42:13 - 48:35 https://lnkd.in/g-QfHWsc