The Credit Clubhouse – Details, episodes & analysis

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 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 Fabian Chrobog, Founder & Chief Investment Officer of NorthWall Capital.

Key topics covered:

• The best opportunities in credit today.
• The stability of the UK and Europe amongst the current volatility.
• The impact of the market volatility across NorthWall's strategies.
• Fabian's entrepreneurial journey.
• NorthWall's evolution.
• The biggest questions LPs are asking.
• The changing motivations for borrowers
• The vision for NorthWall in the next few years.
• And much more...

Fabian Chrobog, Founder & Chief Investment Officer, NorthWall Capital - https://www.linkedin.com/in/fabian-chrobog-44447b/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

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 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 Peter Renton, CEO & Founder of Renton & Co LLC.

Key topics covered:

• The state of fintech lending today.
• The origin story of P2P lending & investing
• How P2P helped the broader fintech market.

• The shift from P2P to institutional funding.
• The accessibility of credit.
• The most interesting/exciting lending innovations.

• Consumer protections
• Bank partnerships

• The fintech lending business model and the lack of profitable firms.
• And much more...

Peter Renton, CEO & Founder of Renton & Co LLC - https://www.linkedin.com/in/peterrenton/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

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. 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.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

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 priceDon’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.

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.

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.

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 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 Aryeh Landsberg, Managing Director, 17Capital.

Key topics covered:

• How is NAV financing being used by GPs and LPs?
• The most significant growth opportunity for NAV financing.
• Misconceptions about NAV loans
• The evolution of the NAV Finance market
• 17Capital's Focus
• The biggest drivers behind the growth in fund finance
• The challenging fundraising environment
• How NAV loans compare to other fund finance products.
• Helping GPs align with best practices and LP expectations.
• Higher interest rate environment
• The outlook for NAV financing.

Aryeh Landsberg, Managing Director, 17Capital - https://www.linkedin.com/in/aryeh-landsberg-cfa-25123aa/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

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 our latest installment of The Credit Clubhouse, as always I am your host, Todd Anderson, Head of Content & Programming at DealCatalyst.

We have a special episode for you today, Bruce Richards at Marathon Asset Management is joined by Kevin Bliss at The Virginia Retirement System to discuss The Convergence of Public & Private Markets.

This keynote was recorded at DealCatalyst’s Private Credit Direct Lending Conference on May 12 - 13 in Nashville.

Key topics covered:

• Key themes across the credit spectrum today GPs and LPs should be aware of when allocating capital
• Outlook for the volume of liability management exercises in private markets
• Appeal of hybrid public/private capital structures for a lender vs. a typical private deal as sole or lead lender?
• As public and private markets converge, should allocators expect premiums in the private markets to come down? 
• Views on bank distribution partnerships with private credit managers and the regulatory response to this trend
• Basel III and the appeal/ need for SRT
• Identifying alpha in a competitive market

Bruce Richards, CEO & Chairman, Marathon Asset Management - https://www.linkedin.com/in/bruce-richards-6035771a9/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/