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Aaron Skanovich

Research Analyst at Truist Securities

Aaron Skanovich is an Analyst at Truist Securities, specializing in technology finance and software sectors. He actively engages in earnings calls for companies such as Blue Owl Technology Finance Corp, providing insightful questions on portfolio construction, investment activity, AI risks, and market opportunities. Skanovich contributes to Truist Securities' strengthened equity research coverage in high-growth sectors, though specific performance metrics like success rates or rankings are not publicly detailed. His career timeline and previous experience details are limited in available sources, with no confirmed professional credentials such as FINRA registrations identified.

Aaron Skanovich's questions to Blue Owl Technology Finance (OTF) leadership

Question · Q4 2025

Aaron Skanovich asked about Blue Owl Technology Finance Corp.'s continued confidence in software, the composition of the $900 million backlog, and private equity sponsors' commitment to investing in the space amidst real-time changes.

Answer

Erik Bissonnette, President, stated the backlog's software mix is comparable to historical levels. He noted that sponsors are re-evaluating and refocusing on enterprise-grade complexity, data gravity, workflow moats, and proprietary assets. While the application aperture might tighten slightly, he believes tremendous opportunities remain for incumbents leveraging AI tools.

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