The Credit Clubhouse – Details, episodes & analysis

Our 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.

In 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 challenges ahead. Don't miss this insightful conversation about the evolving landscape of fund finance.

Welcome 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% discount on the ticket price Don’t forget to follow us, rate the show, and leave a review. Without further ado, I present my conversation with Nicole Byrns of Dumar Capital Partners.

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 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 Affirm. Affirm gained recognition as one of the leading BNPL, or buy now pay later, platforms. However, as we will discuss, their offerings have expanded well beyond that. Key topics covered: - Affirm’s diversified product offering - The consumer perspective: BNPL vs credit cards - Institutional investors - why the Affirm loan book is so appealing - Volatility and funding partners - The public company dynamic - Increased optionality amongst funding partners - Investor questions and worries - The convergence of private credit and pay-over-time

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. Luke Voiles, CEO of Pipe, will join me today. Pipe is a modern capital platform known for fast, frictionless, and dilution-free funding. Key topics covered: - The vision for Pipe and the borrowers served - Why Luke decided to take on the role of CEO, and lessons learned - How the loans are funded and working with institutional investors - Capital markets appetite and the biggest questions asked by investors - Future product roadmap and international expansion - The role of fintech and other non bank lenders in expanding access to credit - And much more…

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 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, as always I am your host, Todd Anderson, Head of Content & Programming at DealCatalyst. Joining me today is someone who needs no introduction to the DealCatalyst community, Owen Sanderson, ABS Editor at 9fin. Thanks for joining me today Owen. Key topics covered: - The biggest topic in credit: insurance structuring - How can firms manufacture assets that suit insurance capital? - The big alternatives shops and their captive insurers - Selling assets straight into the captive insurers - How much risk is being added to the market? - Navigating the difficult regulatory environment in Europe - Private credit, asset-based portfolios, and infrastructure - Market predictions - And more…

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 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, as always I am your host, Todd Anderson, Head of Content & Programming at DealCatalyst. Joining me today is Phil Titolo, Managing Director at Hunter Point Capital. Thanks for joining me today Phil, I really appreciate your time. Key topics covered: - The key drivers of growth in fund finance - Why GPs are coming to Hunter Point Capital - The learning curve for an early stage fund manager - The growing interest from insurers - The various roles insurers play within fund finance - Structural innovations - CFOs, rated feeders - The biggest risks in the market today - The NAIC's risk-based capital update - The use of securitization technology in fund finance deals - And much more

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 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, as always I am your host, Todd Anderson, Head of Content & Programming at DealCatalyst. Joining me today is Matt Freund, who is the President of Barings BDC. Key topics covered: - The different types of BDCs - How investors should think about BDC fees & alignment - The attractiveness of the investment opportunity - Structural changes of the last decade - Interest rate environment and regulatory impact on BDCs - Stress on the borrower - How should PIK be used and evaluated? - New private credit entrants - The blurring of private and public - ETFs - Predictions for the coming year - And much more...

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 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. As always, I am your host, Todd Anderson, Head of Content & Programming at DealCatalyst. Joining me today is Frank Benhamou, Risk Transfer Portfolio Manager at Cheyne Capital. Key topics covered: - The global SRT market - The differences between the U.S. & EU SRT markets - The status of Basel Endgame - Issuer & Investor motivations and perspectives - Building an SRT platform from scratch - Underlying assets - Executing bilateral and syndicated transactions - LP interest & questions - Tourist investors - And much more...

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 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. As always, I am your host, Todd Anderson, Head of Content & Programming at DealCatalyst. Joining me today is Phil Goldfeder, CEO of the American Fintech Council. Key topics covered: - The status of fintech lending today - The role and mission of the American Fintech Council - The biggest concerns in fintech lending - Questions from regulators and legislators - How lenders operate in today's chaotic environment - Fintech/bank partnerships - The ease of access to credit - And much more. Phil Goldfeder, CEO, American Fintech Council - https://www.linkedin.com/in/philgoldfeder/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/