The Credit Clubhouse
The Credit Clubhouse is a podcast that explores structured credit, direct lending, asset-based finance, and fund finance. Hosted by Todd Anderson, DealCatalyst's Head of Content, the show combines sharp insights with humor to break down complex topics in alternative finance. It aims to help both seasoned professionals and newcomers understand the trends shaping credit markets.
Episodes
The Coming Wave of Middle-Market Distress with Andrew Axelrod of Axar Capital
Axos Bank brings you today’s episode. Axos Bank. Born digital, built on relationships. Check out DealCatalyst's 2027 event schedule, hot off the presses - https://www.dealcatalyst.io/events/2027-scheduleDealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners ca
The Financing Gaps Hiding in Plain Sight with Aaron Krawitz of Bravo Capital
Check out DealCatalyst's 2027 event schedule, hot off the presses - https://www.dealcatalyst.io/events/2027-scheduleDealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.00:00 -
The Colliding Risks in Credit with Vik Uppal of Mavik
Check out DealCatalyst's 2027 event schedule, hot off the presses - https://www.dealcatalyst.io/events/2027-scheduleDealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.00:0
Treasury as a Strategic Advantage with Dustin Goldstein of TriState Capital Bank
This episode is presented by TriState Capital Bank. TriState Capital Bank is a Pennsylvania chartered bank and a wholly owned subsidiary of Raymond James Financial, Inc. Member FDIC.Specialized Treasury Management is a highly customized service, learn more by visiting - https://tristatecapitalbank.com/wp-content/uploads/TM_Overview.pdf DealCatalyst Homepage - https://www.dealcatalyst.io/DealCata
Private Credit Perceptions vs. Reality, Sports Finance and More
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/DealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on
Finding Alpha in Complex Credit Markets with John Kim of Reckoner Capital Management
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/DealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on
Specialty Finance: Capital, Complexity & Credit with Philip Bartow of Sound Point Capital Management
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/DealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on
The Search for Credit Alpha with Mark Tecotzky of Ellington Management Group
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/DealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on
The Fund Finance Talent Race is on with Rory Smith and James Strode of Brickfield Fund Finance Recruitment
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/DealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on
Beyond Yield: Finding Value in Securitized Credit with Joe Allen of Bright Meadow Capital
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/DealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on
Rates, Software, and the Next Phase of Fixed Income with Connor Fitzgerald of Wellington Management
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/DealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on
Private Credit Mythbusting with Kelly Thompson and Eric Rosenthal of KBRA DLD
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/DealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on
Private Credit's Fishing Holes with Paul Lisiak of Metropolitan Partners Group
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/DealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on
Back to First Principles: Why Collateral Matters with Luke Chan of HighVista Strategies
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/DealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on
Private Credit's Past and Future Remain Insurance Driven with Dianna Carr-Coletta of PGIM
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/DealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on
The CLO Market Shows Strength Through Sophistication with TK Narayan of Oak Hill Advisors
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/DealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on
Evergreen Funds, ABF & the Future of Private Credit Allocation with Robert Stark of Nomura Asset Management International
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/DealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on
Technology, Capital & the Future of CRE with Samir Tejpaul of Madison Realty Capital
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/ DealCatalyst Homepage - https://www.dealcatalyst.io/DealCatalyst Events - https://www.dealcatalyst.io/eventsPrivate Credit Club - https://www.dealcatalyst.io/private-credit-club Listeners can save 10 percent on
Transparency, Technology, and the Next Frontier of Private Credit with Altin Kadareja of Cardo AI
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/DealCatalyst HomepageDealCatalyst EventsPrivate Credit ClubListeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.00:00 - Welcome to The Credit Clubhouse with Altin Kadareja0
Specialization Wins: Navigating Today's Credit Markets with Ali Meli of Monachil Capital Partners
Visit https://www.dealcatalyst.io/ to see our remaining events in 2026, non-conference opportunities, and much more.Listeners can save 10 percent on conference tickets by using the code CREDIT at checkout.This episode is presented by CARDO AI, the operating systemfor asset-based finance. Visit https://cardoai.com/ to learn more.00:00 - Welcome to The Credit Clubhouse: episode introduction01:53 - H
CLO Awards Series - Private Credit CLOs: Innovation, Expansion, and Opportunity with Monroe Capital
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:28 - Celebrating Monroe Capital's boutique CLO manager awards02:31 - How Monroe Capital balances scale with innovation06:08 - Private credit CLOs: A permanent shift09:05 - Differentiating private credit CLOs and investor prefer
Back to Basics: The Core Middle Market with Aaron Kless of Andalusian Credit Partners
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00 - Introducing Aaron Kless and The Credit Clubhouse episode01:57 - The core middle market opportunity05:10 - The growing importance of covenants in private credit07:33 - Differentiating through sports finance as an asset class13:
Private Credit Plus with Kanav Kalia of Oxane Partners
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00 – Welcoming Kanav Kalia of Oxane Partners to discuss the evolution of private credit markets.01:30 – Why private credit feels different in 202603:00 – The Rise of “Private Credit Plus”04:00 – What’s driving the expansion beyond
Democratizing liquidity in private markets with Khalil Hibri of Tangible
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:01:31 — Introducing Tangible and the mission to democratize liquidity00:02:10 — Why individual investors need secondary market access00:05:15 — Bringing technology and standardization to private market transactions00:08:10 — The ri
NAV Lending Moves Down Market with Tim Ivers & Dan Nolan of Warana Capital
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00 – Introduction & the state of NAV lending03:00 – NAV lending’s shift toward the middle market07:00 – The evolution of NAV loan use cases10:00 – A breakdown of buyout, venture, growth equity, infrastructure, and private credi
TCC Live Series - Benchmarking Private Credit with S&P Dow Jones Indices and Lincoln International
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00 - Kicking Off: Welcome to the Clubhouse and Guest Introductions02:36 - Unpacking the S&P Lincoln Senior Debt Index: What It Is and Why Now06:39 - Addressing Opacity: The Critical Need for Private Credit Benchmarking09:58 - L
TCC Live Series - Liquidity, Leverage & IRR: The Borrower’s Toolkit in Fund Finance with Dina Kook of Monroe Capital
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00 - Welcome to The Credit Clubhouse with Dina Kook of Monroe Capital01:57 - Assessing today's borrower and lender fund finance market06:00 - Dina Kook's lender-to-borrower insight and Monroe's differentiation09:22 - Mo
TCC Live Series: Fraud, Covenants & Course Correction in Direct Lending with Tom Quinn of 9fin
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00 - Kicking off with market status and sponsor insights02:35 - Unpacking private credit's crisis and investor responses04:56 - Getting to know 9fin's private credit reporter06:02 - Understanding redemption requests and sem
The Credit Convergence Happening in Plain Sight with Jeff Hobbs of Voya Investment Management
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.Jeffrey Hobbs, Chief Investment Officer - Fixed Income, Voya Investment Management - https://www.linkedin.com/in/jeffrey-hobbs-03b93712/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/todda
Kroll StepStone Partnership Brings Transparency to Private Markets
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.Tod Trabocco, Head of Private Debt Advisory, StepStone Private Debt - https://www.linkedin.com/in/tod-trabocco-cfa-9a122a/Nino Nicotra, Director - Private Capital Markets, Kroll - https://www.linkedin.com/in/nino-nicotra-5906515/Todd
Structured Capital in Focus: Flexibility in a Changing Market with Patrick Turner of VSS Capital Partners
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00 – Welcome to the Credit Clubhouse, show setup, and listener promotion.02:45 – Background on Patrick Turner and the firm’s history in structured capital.05:30 – What structured capital means in practice and how it differs from tr
Filling the Credit Gap: ABF & the Lower Middle Market with Clark Briner at Revere Capital
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00 - The Credit Clubhouse: Welcome and Clark Briner Introduction01:55 - Founding Revere Capital: Addressing Lower Middle Market Gaps05:07 - The Evolving Definition of the Lower Middle Market06:45 - Lessons from 20 Years: Structure
E57 - Navigating Liquidity in Private Equity with Yann Robard of Dawson Partners
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00:11 – Welcome to the Credit Clubhouse with Yann Robard 00:00:46 – Yann’s Journey: From CPPIB to Founding Dawson Partners 00:02:05 – The Idea Behind Dawson: Better Liquidity Solutions for Private Equity 00:03:54 – Dawson Today &a
E56 - Trust but Verify: Fraud & Counterparty Risk with Fulcrum Diligence
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00 - Kicking Off: Welcome to The Credit Clubhouse & Sponsor Messages01:31 - Russell Corn on Founding Fulcrum Diligence and Objective Research05:38 - James Devey Details the Patrick James First Brands Investigation13:28 - Why Pr
E55 - Separating Signal from Noise in Direct Lending with David Robbins of StepStone
This episode is presented by 9fin. The AI-native platform for modern credit teams. Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00 - Introducing David Robbins and StepStone Group's Role02:44 - Separating Signal from Noise in Private Credit Headlines05:10 - Why Private Credit's Growth Attracts Scrutiny07:27 - The Push for Retail Access to Private Ma
E54 - A No Good Very Bad Week for Direct Lending
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00 - Welcome to the Clubhouse: Special Offers & Sponsor01:31 - Unpacking the 'No Good, Very Bad Week' for Direct Lending04:34 - Understanding Redemption Requests and the Investor Education Gap08:47 - AI's Unknown Im
E53: Everything Is a Portfolio: Asset-Based Finance with Joel Holsinger of Ares
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00 - The Credit Clubhouse: Episode Introduction and Sponsor Spotlight01:31 - Joel Holsinger Defines Asset-Based Finance at Ares02:16 - Joel Holsinger's Core Definition of Asset-Based Finance03:18 - Key Drivers Behind Asset-Base
E52: The Three Main Verticals of ABF with Missy Dolski of Värde Partners
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00 - Welcome, Sponsor Message, and Guest Introduction01:58 - Värde's ABF Evolution, Verticals, and Middle Market Focus06:53 - Identifying Compelling Segments and Sourcing ABF Opportunities09:35 - Fund Finance: Rapid Evolution t
E51 - Capital in Motion: Navigating Today’s Credit Markets with Michael Haynes of Beach Point Capital
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00 - Introduction to the Episode and Key Sponsor Announcements01:31 - Navigating the Competitive Direct Lending Market Landscape03:44 - Private Equity's Role and Segmenting Credit Markets06:20 - Private Credit's Growing Sha
E50: How Credit is Moving On-Chain with Adrian Cachinero Vasiljevic of Steakhouse Financial
This episode is presented by 9fin. The AI-native platform for modern credit teams.Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.00:00 - Welcome to the Clubhouse: Understanding Crypto and DeFi02:43 - Demystifying Crypto and DeFi: Settlement Layers and Applications07:56 - Why the World is Moving to a Stablecoin Economy10:39 - Overcoming Hurdles: Adoption, Interm
E49 - Credit Crunch Quarterly with Nick Smith of Claret Capital Partners
Sign up for the Credit Crunch Blog - https://www.creditcrunch.blog/00:00 - Welcome to the Clubhouse: Private Credit's Current State02:58 - Why Big Funds Still Rule Private Credit Fundraising06:56 - KSL's Niche: Capitalizing on the K-Shaped Economy15:08 - From Evergreen Funds to 401Ks: Expanding Private Market Access21:35 - Why Investors are Shifting from Private Equity to Credit26:43 - How
E48 - The Strength of Structured Credit with Michael Nowakowski of Conning
00:00 - Kicking Off the New Year with Michael Nowakowski of Conning01:21 - Assessing the Current State of Structured Credit Markets Today03:38 - Uncovering Potential Red Flags in Today's Structured Credit Market05:44 - How Private Debt is Reshaping Structured Credit Deal Terms08:43 - Michael Nowakowski Details Conning's Structured Credit Focus10:15 - The Rise of New Issuers in Digital Infrastructu
E47 - Inside the Spread: Volume 2 - Secondaries Market Gains Momentum
If you have not yet taken the DealCatalyst Fund Finance Survey, please do so here. We welcome your input.00:00 - Navigating Private Credit: Inside the Spread Volume 202:55 - EQT Acquisition and Global Rebalancing Fuel Secondaries Growth09:59 - Blue-Chip Firms Dominate Private Credit Fundraising Landscape13:41 - The Rise of Evergreen and Interval Funds in Private Credit19:07 - Stay Tuned for New Gu
E46 - Inside the Spread: Volume 1
00:00 - The Credit Clubhouse Welcomes You and Launches "Inside the Spread"03:44 - A Troubled History: The Host's Buffalo Bills Playoff Agony06:21 - Examining Global Regulatory Scrutiny on the Private Credit Market13:21 - Strong Fundraising and the Rise of Evergreen Private Credit Funds18:39 - Exploring Private Credit Growth in Asia, Middle East, and Secondaries22:21 - Don't Miss
E45 - The Headwinds and Tailwinds of Private Credit
00:00 - New Year Greetings and The Credit Clubhouse Growth02:33 - Analyzing 2025's Up and Down Private Credit Markets05:09 - How Banks Partner with Private Credit, Not Compete09:14 - The AI Boom and Big Tech's Growing Debt Ratios15:36 - Prioritizing Risk Management and Selective Deal Making in 202617:37 - Why BDCs Face Headwinds and Investor Expectation Resets20:22 - The Growing Appeal of
E44 - The GP Financing Landscape with Greg Hardiman of Crescent Capital
00:00 - Clarifying GP Finance and its Role in Fund Management03:17 - Exploring Motivations and Capital Alternatives for GP Financing07:42 - How Crescent Capital Navigates Compelling Market Dynamics13:10 - Identifying the Ideal Target Sponsor for Crescent Capital16:05 - Understanding GP Financing Collateral and Bilateral Deal Structures19:43 - Expanding GP Finance to Other Funds and Crescent's
E43 - Private Credit Fears Linger , Favorite Christmas Movies and College Football Playoff
Apollo's Private Credit: Fact vs. FictionPension Slams Private Market Ratings After €1 Billion Loss00:00 - Analyzing Apollo's Defense and Pension Fund Losses in Private Credit06:22 - Counting Down the Best Holiday Films, From Classics to Modern Favorites11:12 - Examining the NFL's Massive Ratings and Financial Impact on Sports14:25 - The Playoff's Impact, Ratings Success, and Priva
E42 - DealCatalyst’s ABF Capital Flows Survey
Download the Inaugural ABF Capital Flows Survey Report from DealCatalyst Intelligence.00:00 - Welcome to the Clubhouse: Unpacking the ABF Capital Flows Survey02:53 - Why Capital Flows to Larger ABF Asset Managers05:42 - The Challenge of Direct LP Engagement for Borrowers09:23 - Bridging the Gap: Banks, Borrowers, and Capital Mismatches16:01 - Navigating Broad Asset Appetite and Market Discipline i
E41 - Private Credit Angst and ABF Momentum
00:00 - Welcome to the Clubhouse and Exclusive Conference Offer03:33 - Credit Fund Capital, Securitization, and LP Support in ABF07:21 - Upcoming DealCatalyst Events and ABF Survey Insights09:40 - Adding Sports Content and Community Engagement to the Show11:45 - Examining Mark Rowan's Four Myths About Private Credit18:09 - Stress Tests, Investor Confidence, and Market Momentum21:40 - Looking Ahead
E40: Private Markets are Booming in Ireland with Kevin Canning, CEO, Quintas Capital
00:00 - Exploring the Booming Private Credit Market in Ireland02:35 - Ireland's Shifting Landscape: Public Struggles, Private Boom05:01 - Quintus Capital's Mid-Market Niche and Growth Strategy09:46 - Navigating Deal Sourcing and PE Sponsors in Ireland13:49 - International Expansion and Ireland's Macroeconomic Stability18:46 - Assessing Risk, Identifying Growth Sectors, and ESG Trends24
E39: The Merging of Public & Private Markets with Brad Foster at Bloomberg
00:00 - Exploring the Blurring Lines of Public and Private Markets03:30 - Brad Foster's Role and the Language of Private Markets06:48 - Understanding the Growth and Appeal of Private Direct Lending09:27 - What Borrowers Value in Private Capital and the Investment Grade Shift12:09 - LP Capital Allocation and Bloomberg's Technology in Private Markets16:03 - Balancing Market Transparency, Con
E38: Beyond the Double Pledge: Setting a New Standard for Trust with Stuart Wall of Setpoint
This episode is brought to you in partnership with Setpoint, the operating system for capital markets.01:15 - First Brands and Tricolor failures and what they reveal about the ABF market today05:08 - Setpoint overview and solving the analog backend07:03 - What is double pledging, and what happened with First Brands and Tricolor08:57 - Information accessibility between public and private markets12:
E37: Fund Finance as a Permanent Asset Class with Doug Cruikshank at Hark Capital
00:00 - The Rapid Growth of Fund Finance as a Permanent Asset Class02:34 - From Niche Product to Permanent Asset Class: A Decade of Change04:58 - Founding Hark Capital: Solving Post-GFC Equity Problems in the Lower Middle Market08:06 - Navigating 'Bad Press': How NAV Lending Gained LP Acceptance and Clarity12:15 - Excitement and Concerns: The Future Landscape of Fund Finance16:33 - Explori
E36: The Future of College Football with Stewart Mandel of The Athletic
00:00 - Kicking off with Stewart Mandel and The Athletic's mission02:18 - How NIL and transfers are reshaping college football04:42 - The legal and financial ramifications of NIL beyond football08:31 - The financial challenges and governance of college football11:58 - The future: private equity and a college football super league17:01 - Stewart Mandel's concerns and Congress's role in
E35: Fixed Income Investing - the Best of Times and the Worst of Times with Edwin Wilches at PGIM
00:00 - Navigating Macro Uncertainty in Fixed Income Investing04:51 - Blurring Lines Between Public and Private Markets10:41 - PGIM's Strategy for Differentiated Securitized Investing16:27 - Evolving Investor Appetite and European Market Expansion23:14 - Structural Shifts Driving Asset-Backed Finance Demand27:49 - Evolving Ways Clients Consume Securitized Assets32:09 - Should Retail Investors Acce
E34: The Evolution & Convergence of Structured and Asset Based Credit with Chris Hentemann at 400 Capital Management
00:00: Welcome, Guest, and Defining Asset-Backed Finance04:13: How Credit Markets Evolved After the Financial Crisis11:09: Inside 400 Capital Management's Specialized Credit Strategy16:01: Driving Factors for Institutional Interest in Credit Markets21:18: Achieving Identifiable Alpha Through Problem-Solving in Credit24:48: Analyzing Distressed Situations and Market Corrections in Credit31:47:
The Credit Clubhouse - E33 - Capital and Excitement Flows to Dubai
00:00 - Discovering Dubai's Emergence as a Global Capital Hub03:30 - How the Middle East is Rebalancing Global Capital Flows06:31 - Rapid Rise of Sophisticated Middle East Investors12:35 - The DIFC's Role in Shaping Regulatory Frameworks17:02 - Anticipating Future Market Evolution and Final ReflectionsTodd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com
E32: Fund Finance Shifts into High Gear with Richard Wheelahan of Fund Finance Partners
00:00 - Exploring Fund Finance's meteoric growth since 200703:13 - Unpacking Fund Finance growth drivers and media's misplaced focus06:01 - Inside Fund Finance Partners and the NAV Lending Index's impact10:47 - Bridging knowledge gaps for sponsors in fund finance13:57 - The exciting evolution of Fund Finance and lending dynamics18:34 - Navigating risk and structural innovation in Fund
E31: Top Trends in ABF & The Ryder Cup Tees Off
01:25 - Analyzing the Ryder Cup: US Team's early deficit05:02 - Data Centers and AI: the hottest trend in asset-based finance09:18 - Structuring deals for insurance capital: opportunities and risks13:35 - The power of private transactions: flexibility and control in deals16:56 - Exploring new frontiers: fintech, art, HEI, and ABF market growth25:08 - From Mets misery to NFL hopes: sports round
E30: Real Estate, Opportunistic Credit, & Private Credit Under One Roof with Len Tannenbaum, Founder, TCG
00:00 - Exclusive DealCatalyst offer and guest introduction01:18 - From Wall Street analyst to TCG Founder06:30 - Real estate, opportunistic, and private credit under one roof10:59 - TCG's unique investor-friendly capital structure and approach13:41 - Navigating the private credit bubble for underserved markets19:22 - Current credit cycle and real estate market stress25:34 - Southern states gr
E29: Educating Specialty Lenders on Scalable Debt, with Rob McGregor of Coromandel Capital
00:00 - Understanding Coromandel's niche in the current market.04:47 - Optimizing capital stacks and fintech's evolving role.11:24 - Navigating chaos: Coromandel's founding story.15:11 - Avoiding common pitfalls for early-stage venture-backed companies.20:38 - Identifying credit gaps in small business and consumer lending.25:52 - Educating LPs and the rise of co-investing in private credit.31:50 -
E28 - Goal-Oriented solutions for LPs and GPs with Michael Hacker at Carlyle AlpInvest
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit.We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price.Please remember to follow
E27: Private Credit Keeps Rolling Amid Uncertainty with Michael Ewald from Bain Capital
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit.We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price.Please remember to follow
E26: The U.S. Lower Middle Market & Recession Resilient Underwriting with Natalie Garcia of Deerpath
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit.We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price.Please remember to follow
E25: Sub-Line Finance 2.0 and Beyond with Neno Raic of NLC
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit.We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price.Please remember to follow
E24: Partnerships and Products Drive Consumer Lending at Upgrade with Kunal Shah, VP Capital Markets Execution
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit.We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price.Please remember to follow
E23: Liquidity Solutions in the Private Markets with Ahmet Yetis of Evercore
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit.We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price.Please remember to follow
E22: Rationality returns to valuations and an uptick in M&A with Matt Edgar of Edgar Matthews
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit.We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price.Please remember to follow
E21: Diversification Brings Europe into the Spotlight with Maxime Laurent-Bellue of Tikehau Capital
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit.We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price.Please remember to follow
E20: Private Credit Secondaries - If You Build it, They Will Come with Rick Jain at Pantheon
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit.We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price.Please remember to follow
E19: The Intersection Between Asset Managers & Insurers with Mike Consedine of Athene
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit.We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price.Please remember to follow
E18 - Real-Time Loan Origination with Stuart Cheetham, Co-Founder & CEO, MQube
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit.We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price.Please remember to follow
E17: Originations as a differentiator with Zia Uddin, President of Monroe Capital
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit. We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price. Please remember to foll
E16: Extracting value from inefficient European credit markets with Fabian Chrobog of NorthWall Capital
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit. We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price. Please remember to foll
E15: Fintech lending from P2P to BNPL, and beyond with Peter Renton of Renton & Co.
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit. We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price. Please remember to foll
E14: NAV financing: maximize flexibility and optionality, with Aryeh Landsberg, Managing Director, 17Capital
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit. We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price. Please remember to foll
E13: The Convergence of Public and Private Markets with Bruce Richards, Marathon Asset Management & Kevin Bliss, Virginia Retirement System
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit. We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price. Please remember to foll
E12: CLO ETFs - Bringing a complicated institutional asset class to the masses with John Kerschner of Janus Henderson
In this episode of The Credit Clubhouse, I sit down with John Kerschner, head of US Securitized Products at Janus Henderson, to explore the fascinating world of CLO ETFs. We delve into how these complex institutional asset classes are becoming accessible to retail investors, thanks to innovations like Janus Henderson's JAAA. John shares insights on the growth of CLO ETFs, their performance during
E11: NAV facilities, private credit & the fundraising environment with Neal Prunier of the Institutional Limited Partners Association
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit. We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price. Please remember to foll
E10: Fintech lending is stronger than ever, with Phil Goldfeder of the American Fintech Council
Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit. We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price. Remember to follow the
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