Shows
The Credit ClubhouseEvergreen Funds, ABF & the Future of Private Credit Allocation with Robert Stark of Nomura Asset Management InternationalThis 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 conference tickets by using the promo code CREDIT at checkout.00:00 — Robert Stark's new role and Nomura's global evolution05:09 — Strategic focus...
2026-07-0948 min
The Credit ClubhouseTechnology, Capital & the Future of CRE with Samir Tejpaul of Madison Realty CapitalThis 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 conference tickets by using the promo code CREDIT at checkout.00:00 - Kicking Off the Episode with Samir Tejpaul02:19 - Samir Te...
2026-07-0150 min
The Credit ClubhouseTransparency, Technology, and the Next Frontier of Private Credit with Altin Kadareja of Cardo AIThis 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 Kadareja02:22 - From Buy-Side Frustration to Founding Cardo AI05:37 - Overcoming Challenges and Gaining Market Trus...
2026-06-2554 min
The Credit ClubhouseSpecialization Wins: Navigating Today's Credit Markets with Ali Meli of Monachil Capital PartnersVisit 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 - Host Todd Anderson welcomes Ali Meli to the show02:21 - Navigating the late stages of the private credit cycle
2026-06-1944 min
The Credit ClubhouseCLO Awards Series - Private Credit CLOs: Innovation, Expansion, and Opportunity with Monroe CapitalThis 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 preferences12:15 - Middle market loan resilience14:27 - Seth Friedman's hobbies, books, and future predictionsSeth Friedman, Managing Director...
2026-06-1618 min
The Credit ClubhouseBack to Basics: The Core Middle Market with Aaron Kless of Andalusian Credit PartnersThis 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 class13:04 - Navigating legislative uncertainty in collegiate sports finance15:46 - Investing in media & entertainment's evolving landscape19:54 - Assessing stress...
2026-06-1135 min
The Credit ClubhousePrivate Credit Plus with Kanav Kalia of Oxane PartnersThis 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 direct lending06:00 – Why asset-based finance is scaling fast08:00 – Back to First Principles: it’s still lending11:00 – Data, surveillance & operational complexity in private...
2026-06-0445 min
The Credit ClubhouseDemocratizing liquidity in private markets with Khalil Hibri of TangibleThis 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 rise of smaller NAV loans in private markets00:10:00 — Building the operational infrastructure for NAV lending00:13:00 — Liquidity demand across private equity, venture, and credit funds00:17:00 — How embedded secondary markets reduce...
2026-05-2945 min
The Credit ClubhouseNAV Lending Moves Down Market with Tim Ivers & Dan Nolan of Warana CapitalThis 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 credit strategies—and how underwriting differs across each.14:00 – How documentation, loan structures, and lender expectations have matured as the market scales.18:00 – Why early LP engagem...
2026-05-2143 min
The Credit ClubhouseTCC Live Series - Benchmarking Private Credit with S&P Dow Jones Indices and Lincoln InternationalThis 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 - LP Reactions, Asset-Level Data, and the Index's Future Evolution16:36 - Comparing Private and Public Markets: The Enduring Liquidity Premium
2026-05-1437 min
The Credit ClubhouseTCC Live Series - Liquidity, Leverage & IRR: The Borrower’s Toolkit in Fund Finance with Dina Kook of Monroe CapitalThis 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 - Monroe Capital's core borrowing objectives and product utilization13:17 - Increased LP transparency and diverse investor participation in fund finance16:25 - The natural progression...
2026-05-0625 min
The Credit ClubhouseTCC Live Series: Fraud, Covenants & Course Correction in Direct Lending with Tom Quinn of 9finThis 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 semi-liquid funds07:45 - Analyzing credit blow-ups and loosening of underwriting standards12:00 - Exploring AI's uncertainty across tech and other industries14:24...
2026-05-0431 min
The Credit ClubhouseThe Credit Convergence Happening in Plain Sight with Jeff Hobbs of Voya Investment ManagementThis 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/toddanderson19/https://linktr.ee/thecreditclubhousepodcast
2026-04-3049 min
The Credit ClubhouseKroll StepStone Partnership Brings Transparency to Private MarketsThis 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 Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/...
2026-04-2332 min
The Credit ClubhouseStructured Capital in Focus: Flexibility in a Changing Market with Patrick Turner of VSS Capital PartnersThis 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 traditional lending.08:15 – How the market has developed and where structured solutions fit.11:00 – Why flexible capital solutions are increasingly important for sponsors.13:45 – Us...
2026-04-1729 min
The Credit ClubhouseFilling the Credit Gap: ABF & the Lower Middle Market with Clark Briner at Revere CapitalThis 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 Matters in Lending08:14 - Revere Capital's Discipline: Avoiding Style Drift09:54 - Navigating Liquidity, Duration, and LP Education Gaps12:50...
2026-04-1029 min
The Credit ClubhouseE57 - Navigating Liquidity in Private Equity with Yann Robard of Dawson PartnersThis 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 & How Private Markets Have Evolved 00:04:18 – Dawson’s Four Pillars: Tech, Innovation, Scale & Culture 00:08:36 – Maintaining Culture While Scaling to 250 People 00:14:09 – Private Equity Outlook: Performance, Chall...
2026-04-0339 min
The Credit ClubhouseE56 - Trust but Verify: Fraud & Counterparty Risk with Fulcrum DiligenceThis 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 Private Credit Funds Miss Red Flags in Due Diligence20:03 - Balancing Privacy and Transparency in Commercial Dealings26:43 - Why Traditional Due...
2026-03-2749 min
The Credit ClubhouseE55 - Separating Signal from Noise in Direct Lending with David Robbins of StepStoneThis 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 Markets10:13 - Assessing Risk and Volatility in Private Credit13:31 - How Asset Managers Address Private Credit Critiques16:31 - Diversifying...
2026-03-2133 min
The Credit ClubhouseE54 - A No Good Very Bad Week for Direct LendingThis 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 Impact and JP Morgan's Lending Restrictions11:40 - Navigating Fraud, Strong Returns, and Retail Investor Influx16:00 - Apollo's Daily NAV Push and Declining...
2026-03-1427 min
The Credit ClubhouseE53: Everything Is a Portfolio: Asset-Based Finance with Joel Holsinger of AresThis 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-Based Finance's Institutional Embrace06:44 - Attracting LPs: Insurance and Non-Insurance Capital in ABF10:20 - Trade-offs Between Captive and Flexible Investment Approaches12:57...
2026-03-0646 min
The Credit ClubhouseE52: The Three Main Verticals of ABF with Missy Dolski of Värde PartnersThis 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 to Standalone Sector13:15 - Data Science to Avoid ABF Pitfalls and Fraud18:37 - Blending of Bank and Non-Bank Fund Finance23:22 - L...
2026-02-2731 min
The Credit ClubhouseE51 - Capital in Motion: Navigating Today’s Credit Markets with Michael Haynes of Beach Point CapitalThis 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 Share and Transparency Evolution08:43 - The Future of Data Transparency in Private Credit12:42 - Analyzing Sector Volatility and AI's Economic Effects18:03...
2026-02-2046 min
The Credit ClubhouseE50: How Credit is Moving On-Chain with Adrian Cachinero Vasiljevic of Steakhouse FinancialThis 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, Intermediaries, and Singleness of Money19:22 - Institutional Interest Drives On-Chain Credit Expansion24:12 - Real-World Applications: Stablecoins for Payments and Settlement
2026-02-1348 min
The Credit ClubhouseE49 - Credit Crunch Quarterly with Nick Smith of Claret Capital PartnersSign 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 - Howard Marks' Warning: Is AI Creating a New Bubble?31:05 - Market Bifurcation: Consolidation and the Future of Credit...
2026-02-0636 min
The Credit ClubhouseE48 - The Strength of Structured Credit with Michael Nowakowski of Conning00:00 - 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 Infrastructure Securitization11:52 - Exploring the Blending of Public and Private Capital in Deals14:01 - Why Esoteric Asset Classes Offer Appealing Opportunities Today17:25 - Navigating the Risks...
2026-01-3032 min
The Credit ClubhouseE47 - Inside the Spread: Volume 2 - Secondaries Market Gains MomentumIf 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 Guests and Podcast Segments19:54 - Direct Lending Market Poised for Trillions in Growth23:40 - Regulatory Easing and Bank Competition in Private Credit
2026-01-2533 min
The Credit ClubhouseE46 - Inside the Spread: Volume 100:00 - 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 Out: Final Conference Reminders and Go Bills!Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
2026-01-1023 min
The Credit ClubhouseE45 - The Headwinds and Tailwinds of Private Credit00:00 - 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 Asset-Based Finance Opportunities24:13 - Host's Closing Thoughts and Exclusive Listener OfferTodd Anderson, Head of Content & Programming, DealCatalyst - https...
2026-01-0425 min
The Credit ClubhouseE44 - The GP Financing Landscape with Greg Hardiman of Crescent Capital00:00 - 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 Unique Advantage23:09 - Exploring Innovative Structures and the Evolving GP Finance Market25:17 - Anticipating the Future Evolution and Potential Impediments in GP Finance29:35 - Getting to Know Greg Hardiman with Rapid Fire Fun Questions32:03 - Don't Miss Out: Episode Wrap-up and Exclusive Listener Offer
2025-12-2332 min
The Credit ClubhouseE43 - Private Credit Fears Linger , Favorite Christmas Movies and College Football PlayoffApollo'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 Private Equity in College Sports19:33 - Forecasting College Football Champions and Thanking Our Valued ListenersTop 10 Christmas MoviesNational Lampoon's Ch...
2025-12-2023 min
The Credit ClubhouseE42 - DealCatalyst’s ABF Capital Flows SurveyDownload 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 in ABF22:08 - Exploring New Frontiers, LP Sophistication, and the Future of ABFGanesh Rajendra, Managing Partner, Integer Advisors - https://www...
2025-12-1235 min
The Credit ClubhouseE41 - Private Credit Angst and ABF Momentum00:00 - 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 to 2026 and Final Conference OfferPrivate-Credit Fears Are Based on Four Myths - https://www.bloomberg.com/opinion/articles/2025-12-03/private-credit-is-safe-and-makes-the-financial-system-strongerMubadala Backs Private Credit Bets After Plowing in $20 Billion - https://www.bloomberg...
2025-12-0521 min
The Credit ClubhouseE40: Private Markets are Booming in Ireland with Kevin Canning, CEO, Quintas Capital00:00 - 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 Trends24:48 - AI's Impact, LP Misconceptions, and Irish Wealth Retention30:39 - Ireland's Data Center Boom and Kevin Canning's Personal SideKevin Canning, CEO, Quintas Capital - https://www.linkedin.com/in...
2025-11-2837 min
The Credit ClubhouseE39: The Merging of Public & Private Markets with Brad Foster at Bloomberg00:00 - 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, Confidentiality, and Retail Investor Access20:55 - Addressing Market Fragmentation and the Future of...
2025-11-1928 min
The Credit ClubhouseE38: Beyond the Double Pledge: Setting a New Standard for Trust with Stuart Wall of SetpointThis 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 markets12:15 - Launching Setpoint Pledge Check14:48 - The importance of...
2025-11-1329 min
The Credit ClubhouseE37: Fund Finance as a Permanent Asset Class with Doug Cruikshank at Hark Capital00:00 - 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 - Exploring Underdeveloped Niches and Creative Structural Innovations in Fund Finance
2025-11-0633 min
The Credit ClubhouseE36: The Future of College Football with Stewart Mandel of The Athletic00:00 - 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 college sports20:52 - Stewart Mandel's hobbies, books, and championship forecast
2025-10-3125 min
The Credit ClubhouseE35: Fixed Income Investing - the Best of Times and the Worst of Times with Edwin Wilches at PGIM00:00 - 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 Access Private Credit Assets?35:42 - Capital Concentration and Future Outperforming Sectors41:25 - Personal Insights and Career Motivations with Edwin45:04 - Edwin's Market Outlook and Episode Wrap-upEdwin...
2025-10-2748 min
The Credit ClubhouseE34: The Evolution & Convergence of Structured and Asset Based Credit with Chris Hentemann at 400 Capital Management00:00: 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: Navigating Opportunities and Risks in Commercial Real Estate40:06: Key Trends Shaping Structured Credit Investing's Future43:43: Chris...
2025-10-1749 min
The Credit ClubhouseThe Credit Clubhouse - E33 - Capital and Excitement Flows to Dubai00:00 - 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/in/toddanderson19/
2025-10-1020 min
The Credit ClubhouseE32: Fund Finance Shifts into High Gear with Richard Wheelahan of Fund Finance Partners00:00 - 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 Finance22:45 - Identifying underserved Fund Finance markets and policy gaps26:54 - Richard Wheelahan's founder journey and personal reflections33:51 - Thank you and Exclusive DealCatalyst Conference Offer
2025-10-0334 minThe Credit ClubhouseE31: Top Trends in ABF & The Ryder Cup Tees Off01:25 - 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 roundup29:14 - Private Credit and Equity: sports as the next major asset class32:03 - Get involved: share ideas and join DealCatalyst conferences
2025-09-2734 min
The Credit ClubhouseE30: Real Estate, Opportunistic Credit, & Private Credit Under One Roof with Len Tannenbaum, Founder, TCG00:00 - 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 growth and future office lending opportunities30:15 - Building relationships and exploring unconventional asset classes34:35 - Len's coaching role and TCG's family enterprise culture36:57 - Hobbies, book recommendations, and a bold market prediction42:10 - Thank you and final DealCatalyst Conference offerLen Tannenbaum...
2025-09-1842 min
The Credit ClubhouseE29: Educating Specialty Lenders on Scalable Debt, with Rob McGregor of Coromandel Capital00:00 - 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 - Leveraging technology and AI for scalable niche lending.37:08 - Could AI disrupt relationship-based, smaller check lending?39:47 - Where Coromandel sees the most compelling future opportunities.43:43 - Rob's sports fandom...
2025-09-1251 min
The Credit ClubhouseE28 - Goal-Oriented solutions for LPs and GPs with Michael Hacker at Carlyle AlpInvestThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show.Welcome back to...
2025-09-0548 min
The Credit ClubhouseE27: Private Credit Keeps Rolling Amid Uncertainty with Michael Ewald from Bain CapitalThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show.Welcome back to...
2025-08-2838 min
The Credit ClubhouseE26: The U.S. Lower Middle Market & Recession Resilient Underwriting with Natalie Garcia of DeerpathThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show.Welcome back to...
2025-08-2130 min
The Credit ClubhouseE25: Sub-Line Finance 2.0 and Beyond with Neno Raic of NLCThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show.Welcome back to...
2025-08-1538 min
The Credit ClubhouseE24: Partnerships and Products Drive Consumer Lending at Upgrade with Kunal Shah, VP Capital Markets ExecutionThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show.Welcome back to...
2025-08-0739 min
The Credit ClubhouseE23: Liquidity Solutions in the Private Markets with Ahmet Yetis of EvercoreThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show.Welcome back to...
2025-07-3135 min
The Credit ClubhouseE22: Rationality returns to valuations and an uptick in M&A with Matt Edgar of Edgar MatthewsThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show.Welcome back to...
2025-07-2443 min
The Credit ClubhouseE21: Diversification Brings Europe into the Spotlight with Maxime Laurent-Bellue of Tikehau CapitalThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show.Welcome back to...
2025-07-1832 min
The Credit ClubhouseE20: Private Credit Secondaries - If You Build it, They Will Come with Rick Jain at PantheonThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show.Welcome back to...
2025-07-1035 min
The Credit ClubhouseE19: The Intersection Between Asset Managers & Insurers with Mike Consedine of AtheneThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the...
2025-07-0332 min
The Credit ClubhouseE18 - Real-Time Loan Origination with Stuart Cheetham, Co-Founder & CEO, MQubeThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show.Welcome back to...
2025-06-2647 min
The Credit ClubhouseE17: Originations as a differentiator with Zia Uddin, President of Monroe CapitalThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show. Welcome back to...
2025-06-1924 min
The Credit ClubhouseE16: Extracting value from inefficient European credit markets with Fabian Chrobog of NorthWall CapitalThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show. Welcome back to...
2025-06-1225 min
The Credit ClubhouseE15: 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 follow the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show. Welcome back to...
2025-06-0533 min
The Credit ClubhouseE14: NAV financing: maximize flexibility and optionality, with Aryeh Landsberg, Managing Director, 17CapitalThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show. Welcome back to...
2025-05-2938 minThe Credit ClubhouseE13: The Convergence of Public and Private Markets with Bruce Richards, Marathon Asset Management & Kevin Bliss, Virginia Retirement SystemThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the...
2025-05-2734 min
The Credit ClubhouseE12: CLO ETFs - Bringing a complicated institutional asset class to the masses with John Kerschner of Janus HendersonIn 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 market volatility, and the benefits they offer in terms of liquidity and diversification. We also discuss the differences between broadly syndicated loan markets and private credit CLOs, and the role of ETFs in maintaining documentation standards. Join...
2025-05-2241 min
The Credit ClubhouseE11: NAV facilities, private credit & the fundraising environment with Neal Prunier of the Institutional Limited Partners AssociationThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show. Welcome back to our latest installment of The Credit Clubhouse...
2025-05-1537 min
The Credit ClubhouseE10: Fintech lending is stronger than ever, with Phil Goldfeder of the American Fintech CouncilThanks 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 show, rate us, and leave a review. Your feedback is invaluable to us as it helps us improve the show. Welcome back to our latest installment of The Credit Clubhouse...
2025-05-0837 min
The Credit ClubhouseE9: Significant Risk Transfer (SRT) Reality vs. Romanticism with Frank Benhamou of Cheyne CapitalThanks 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 show, rate us, and leave a review. Your feedback is invaluable to us as it helps us improve the show. Welcome back to our latest installment of The Credit Clubhouse...
2025-05-0141 min
The Credit ClubhouseE8: BDCs - Consistent, Compelling Returns with Matt Freund of BaringsThanks 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 show, rate us, and leave a review. Your feedback is invaluable to us as it helps us improve the show.Welcome back to our latest installment of The Credit Clubhouse...
2025-04-2435 min
The Credit ClubhouseE7: The Evolution of Capital Markets & Private Funds with Phil Titolo of Hunter Point CapitalThanks 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 show, rate us, and leave a review. Your feedback is invaluable to us as it helps us improve the show.Welcome back to our latest installment of The Credit Clubhouse...
2025-04-1627 min
The Credit ClubhouseE6: The hottest topic in credit: insurance structuring with 9fin's Owen SandersonThanks 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 show, rate us, and leave a review. Your feedback is invaluable to us as it helps us improve the show.Welcome back to our latest installment of The Credit Clubhouse...
2025-04-1042 min
The Credit ClubhouseE5: Empowering Small Businesses with Unbiased CapitalThanks 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 the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show.Luke Voiles, CEO of Pipe, will join me today. Pipe...
2025-04-0336 min
The Credit ClubhouseE4: The Convergence of Private Credit and Pay-Over-TimeThanks 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 show, rate us, and leave a review. Your feedback is invaluable to us as it helps us improve the show.Joining me today is Brooke Major-Reid, Chief Capital Officer at...
2025-03-2729 min
The Credit ClubhouseE3: ABF, Where The Structure is Your FriendWelcome back to The Credit Clubhouse, your one-stop shop for all things credit. I’m your host, Todd Anderson, Head of Content and Programming at DealCatalyst.Today’s episode features Nicole Byrns, Partner at Dumar Capital Partners. Nicole and I discuss the exploding growth taking place in ABF, a refreshing conversation around downside protection, data centers, and much more.If you wish to attend any of our conferences, we have a great deal for our listeners; just go to www.dealcatalyst.io.... pick the event you want to attend, and enter the promo code CREDIT when you register to receive a 15...
2025-03-2037 min
The Credit ClubhouseE2: The Growing Appeal of CFOsIn this episode of The Credit Clubhouse, I dive into the world of collateralized fund obligations (CFOs) with Chris Freeze, Senior Managing Director and Co-Head of the Investor Relations Group at Churchill Asset Management. We explore the rapid growth of fund finance, Churchill's pivotal role as a CFO issuer, and the increasing demand for these financial structures. Chris shares insights on how CFOs offer investors yield enhancement and high risk-adjusted returns, while also discussing the importance of transparency and well-structured opportunities in the market. Join us as we uncover the motivations behind the rising appeal of CFOs and the potential...
2025-03-1417 min
The Credit ClubhouseE1: Resilient Growth Supports Corporate CreditOur first episode, features Amanda Lynam, Head of Macro Credit Research at BlackRock. Amanda discusses the latest macro news, including recent Federal Reserve meetings, tariffs, inflation, the continued growth of private credit, and the structural changes that have emerged in recent years.
2025-03-0336 min
Another Fine MezzOne Last TimeGlobalCapital's securitization podcasting trio reunite for one last episode. Former CLO reporter, now freelancer, Victoria Thiele is back on the show, but host Tom Lemmon said goodbye. George Smith meanwhile remains in post, stoic as ever. He attended DealCatalyst's ABSF conference in London on November 25 and shared his take on the big themes under discussion.There was also exciting news in the CLO market. Barings won the race for Europe's first middle market deal. Victoria explained the many challenges of getting the deal away.In ABS, 2024 has produced a bumper crop of ESG issuance. For a s...
2024-12-0424 minAnother Fine MezzSpecial Episode: European DataWarehouse’s Christian ThunAmid the hustle and bustle of DealCatalyst’s UK Mortgage conference, GlobalCapital’s Tom Lemmon and European DataWarehouse CEO Christian Thun managed to find a quiet enough spot to sit down and record a special episode of Another Fine Mezz.A self-proclaimed “data guy”, Christian did a PhD in AI nearly 25 years before the rise of ChatGPT. He got into the securitization market while working at Moody’s, before joining European DataWarehouse in 2016.He told Tom about a recent report from his colleagues into whether better energy performance certificates on homes really means better credit quality mo...
2024-09-2635 min