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Kaili Wang

Senior Research Associate at Citigroup Inc.

Kaili Wang is a Senior Research Associate at Citigroup, specializing in financial sector research with a focus on major payments and credit card companies. She contributes analysis on firms such as Capital One and Discover, demonstrating expertise in interpreting regulatory issues and industry trends relevant to significant credit card deals. Wang began her career with previous roles at Cedar Creek Securities, HSBC, and GF Securities before joining Citi, leveraging experience across multiple global financial institutions. She holds the CFA designation, reflecting advanced knowledge in investment analysis and professional standards.

Kaili Wang's questions to Palmer Square Capital BDC (PSBD) leadership

Question · Q4 2023

Asked for an update on the future dividend policy and the expected yield impact in Q1 from deploying the IPO proceeds.

Answer

The dividend policy is currently under review by the Board, with an update promised at the end of the quarter. The IPO proceeds were deployed quickly into investments with a similar allocation and yield profile to the existing portfolio, so no significant yield impact is expected.

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