Third Eye Capital
Tel: (416) 601-2270
Fax: (416) 981-3393
Email Third Eye Capital

Brookfield Place
Bay Wellington Tower
181 Bay Street, Suite 2830
Toronto, Ontario, M5J 2T3

Third Eye Capital > Articles by: okeefe

CEO Insights

Every era of markets finds its defining narrative, and this one belongs to artificial intelligence (AI). Since the public release of ChatGPT in late 2022, AI has moved from curiosity to conviction. It is hailed as the engine of a new industrial revolution that will...

Read More

The divide between corporate giants and the rest of the economy has been widening for years, but what is striking now is how structural and self-reinforcing it has become. In boardrooms and bank workout departments alike, the same imbalance plays out: large, well-capitalized companies dictate...

Read More

While artificial intelligence is undeniably reshaping large portions of the financial landscape, especially in areas where data is abundant and decisions can be modeled with high frequency and consistency, it is important to draw a sharp distinction between those segments of the market and the...

Read More

Speculative enthusiasm is as old as markets themselves. Each generation of investors convinces itself that it is witnessing something unprecedented – a technological breakthrough or economic transformation so profound that old rules no longer apply. Today, amid untethered excitement about artificial intelligence, the belief that...

Read More

Valuation has become a major area of concern for investors in private debt due to the asset class's opacity, illiquidity, and susceptibility to economic and market uncertainties. Stale valuations, conflicts of interest, and the lack of standardized practices further amplify these concerns, particularly as the...

Read More

TORONTO, August 02, 2023--(BUSINESS WIRE) Third Eye Capital ("TEC" or the "Company"), Canada’s leading provider of asset-based financing solutions to companies that are underserved or overlooked by traditional sources of capital, is pleased to announce the successful exit of its debt and equity holdings in Cricket...

Read More

The present economic cycle distinguishes itself from previous credit crises due to the influence of unforeseeable elements that are driving inflationary pressures. Consequently, lenders find themselves navigating an extended period of ambiguity. Instead of encountering a swift surge of defaults, we anticipate a turbulent environment...

Read More

The current macroeconomic environment has undergone a significant transformation, shifting from a prolonged period of historically low interest rates and robust growth to a new phase characterized by rapid interest rate hikes, sustained inflation, geopolitical tensions, supply chain disruptions, and volatile energy prices. These complex...

Read More