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Explore every episode of the podcast The Credit Clubhouse

Dive into the complete episode list for The Credit Clubhouse. Each episode is cataloged with detailed descriptions, making it easy to find and explore specific topics. Keep track of all episodes from your favorite podcast and never miss a moment of insightful content.

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TitlePub. DateDuration
E16: Extracting value from inefficient European credit markets with Fabian Chrobog of NorthWall Capital12 Jun 202500:25:45

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/

E15: Fintech lending from P2P to BNPL, and beyond with Peter Renton of Renton & Co.05 Jun 202500:33:39

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/

E6: The hottest topic in credit: insurance structuring with 9fin's Owen Sanderson10 Apr 202500:42:03
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…
E5: Empowering Small Businesses with Unbiased Capital03 Apr 202500:36:11
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…
E4: The Convergence of Private Credit and Pay-Over-Time27 Mar 202500:29:53
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
E3: ABF, Where The Structure is Your Friend20 Mar 202500:37:50
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.
E2: The Growing Appeal of CFOs14 Mar 202500:17:50
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.
E1: Resilient Growth Supports Corporate Credit03 Mar 202500:36:15
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.
E14: NAV financing: maximize flexibility and optionality, with Aryeh Landsberg, Managing Director, 17Capital29 May 202500:38:02

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/

E13: The Convergence of Public and Private Markets with Bruce Richards, Marathon Asset Management & Kevin Bliss, Virginia Retirement System27 May 202500:34:34

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/

E12: CLO ETFs - Bringing a complicated institutional asset class to the masses with John Kerschner of Janus Henderson22 May 202500:41:57
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 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 us for a deep dive into the evolving landscape of credit investments.
E11: NAV facilities, private credit & the fundraising environment with Neal Prunier of the Institutional Limited Partners Association15 May 202500:37:25
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 Neal Prunier, Managing Director, Industry Affairs for the Institutional Limited Partners Association or ILPA.Key topics covered:- Member engagement during market volatility- The most significant questions from ILPA members- ILPA's mission and member base- NAV facilities and other fund finance products- ILPA's guidance on NAV facilities - The education gap around NAV facilities and other fund finance products- Private credit and other emerging strategies- Inaugural Limited Partners Sentiment Survey findings- And much more...Neal Prunier, Managing Director, Industry Affairs, Institutional Limited Partners Association (ILPA) - https://www.linkedin.com/in/neal-prunier-41351110/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
E10: Fintech lending is stronger than ever, with Phil Goldfeder of the American Fintech Council08 May 202500:37:58
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/
E9: Significant Risk Transfer (SRT) Reality vs. Romanticism with Frank Benhamou of Cheyne Capital01 May 202500:41:45
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...
E8: BDCs - Consistent, Compelling Returns with Matt Freund of Barings24 Apr 202500:35:13
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...
E7: The Evolution of Capital Markets & Private Funds with Phil Titolo of Hunter Point Capital16 Apr 202500:27:51
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
Filling the Credit Gap: ABF & the Lower Middle Market with Clark Briner at Revere Capital10 Apr 202600:29:02

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 Introduction

01:55 - Founding Revere Capital: Addressing Lower Middle Market Gaps

05:07 - The Evolving Definition of the Lower Middle Market

06:45 - Lessons from 20 Years: Structure Matters in Lending

08:14 - Revere Capital's Discipline: Avoiding Style Drift

09:54 - Navigating Liquidity, Duration, and LP Education Gaps

12:50 - Exploring Mispriced Opportunities in Specialty Finance

14:16 - Prioritizing Structural Alpha Over Cyclical Opportunities

15:17 - Understanding Direct Lending's Impact on Asset-Backed Finance

17:29 - LP Shift to Risk and Credit Market Convergence

19:47 - Leveraging Data and AI for Scaling Credit Platforms

22:54 - Investment Pitfalls: Avoiding Market Bailout Reliance

24:17 - Hobby, Superpower, and a Must-Read Negotiation Book

25:59 - The Significant Economic Impact of Non-Bank Lenders

27:25 - Clark Briner's Prediction for the Next 12 Months

28:17 - Thank You for Listening to The Credit Clubhouse


Clark Briner, Founder & Principal - https://www.linkedin.com/in/clarkbriner/


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


https://linktr.ee/thecreditclubhousepodcast

E57 - Navigating Liquidity in Private Equity with Yann Robard of Dawson Partners03 Apr 202600:39:59

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 & 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, Challenges & Governance Edge

00:21:52 – Private Equity vs Private Credit & The Rise of Secondaries

00:28:56 – GP-Led Continuation Vehicles & Future of Secondaries

00:34:31 – Fun Wrap-Up: Hobbies, Surprises & Biggest Opportunities Ahead


Yann Robard. Managing Partner at Dawson Partners - https://www.linkedin.com/in/yann-robard-84b07b109/


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


https://linktr.ee/thecreditclubhousepodcast

E48 - The Strength of Structured Credit with Michael Nowakowski of Conning30 Jan 202600:32:03

00:00 - Kicking Off the New Year with Michael Nowakowski of Conning

01:21 - Assessing the Current State of Structured Credit Markets Today

03:38 - Uncovering Potential Red Flags in Today's Structured Credit Market

05:44 - How Private Debt is Reshaping Structured Credit Deal Terms

08:43 - Michael Nowakowski Details Conning's Structured Credit Focus

10:15 - The Rise of New Issuers in Digital Infrastructure Securitization

11:52 - Exploring the Blending of Public and Private Capital in Deals

14:01 - Why Esoteric Asset Classes Offer Appealing Opportunities Today

17:25 - Navigating the Risks and Caution in Data Center Investments

22:54 - Discovering Value in Other Structured Credit Asset Classes

25:22How Clients React to Major Market News and Policy Changes

27:35 - Michael's Hobbies, Book Picks, and a Bold Market Prediction

31:24 - Don't Miss Out: Exclusive Conference Offer for Listeners


Michael Nowakowski, Head of Structured Products, Conning - https://www.linkedin.com/in/michael-nowakowski09/


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

E47 - Inside the Spread: Volume 2 - Secondaries Market Gains Momentum24 Jan 202600:33:03

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 2

02:55 - EQT Acquisition and Global Rebalancing Fuel Secondaries Growth

09:59 - Blue-Chip Firms Dominate Private Credit Fundraising Landscape

13:41 - The Rise of Evergreen and Interval Funds in Private Credit

19:07 - Stay Tuned for New Guests and Podcast Segments

19:54 - Direct Lending Market Poised for Trillions in Growth

23:40 - Regulatory Easing and Bank Competition in Private Credit

28:18 - The Existential Challenge of Fintech Profitability and Scale

31:56 - Thank You and Final Podcast Announcements


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

E46 - Inside the Spread: Volume 110 Jan 202600:23:40

00:00 - The Credit Clubhouse Welcomes You and Launches "Inside the Spread"

03:44 - A Troubled History: The Host's Buffalo Bills Playoff Agony

06:21 - Examining Global Regulatory Scrutiny on the Private Credit Market

13:21 - Strong Fundraising and the Rise of Evergreen Private Credit Funds

18:39 - Exploring Private Credit Growth in Asia, Middle East, and Secondaries

22:21 - Don't Miss Out: Final Conference Reminders and Go Bills!


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

E45 - The Headwinds and Tailwinds of Private Credit04 Jan 202600:25:48

00:00 - New Year Greetings and The Credit Clubhouse Growth

02:33 - Analyzing 2025's Up and Down Private Credit Markets

05:09 - How Banks Partner with Private Credit, Not Compete

09:14 - The AI Boom and Big Tech's Growing Debt Ratios

15:36 - Prioritizing Risk Management and Selective Deal Making in 2026

17:37 - Why BDCs Face Headwinds and Investor Expectation Resets

20:22 - The Growing Appeal of Asset-Based Finance Opportunities

24:13 - Host's Closing Thoughts and Exclusive Listener Offer


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

E44 - The GP Financing Landscape with Greg Hardiman of Crescent Capital23 Dec 202500:32:44

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 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


Greg Hardiman, GP-LP Solutions, Crescent Capital - https://www.linkedin.com/in/gregory-hardiman/


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

E43 - Private Credit Fears Linger , Favorite Christmas Movies and College Football Playoff19 Dec 202500:23:16

Apollo's Private Credit: Fact vs. Fiction


Pension Slams Private Market Ratings After €1 Billion Loss


00:00 - Analyzing Apollo's Defense and Pension Fund Losses in Private Credit

06:22 - Counting Down the Best Holiday Films, From Classics to Modern Favorites

11:12 - Examining the NFL's Massive Ratings and Financial Impact on Sports

14:25 - The Playoff's Impact, Ratings Success, and Private Equity in College Sports

19:33 - Forecasting College Football Champions and Thanking Our Valued Listeners


Top 10 Christmas Movies

  • National Lampoon's Christmas Vacation (1989)
  • Home Alone (1990)
  • Elf (2003)
  • The Holiday (2006)
  • A Christmas Story (1983)
  • It's a Wonderful Life (1946)
  • Love Actually (2003)
  • How the Grinch Stole Christmas (1966/2000)
  • A Charlie Brown Christmas (1965)
  • The Polar Express (2004)

Honorable Mention

  • Rudolph the Red-Nosed Reindeer (1964)
  • Frosty the Snowman (1969)
  • Four Christmases (2008)


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

E42 - DealCatalyst’s ABF Capital Flows Survey12 Dec 202500:35:21

Download the Inaugural ABF Capital Flows Survey Report from DealCatalyst Intelligence.


00:00 - Welcome to the Clubhouse: Unpacking the ABF Capital Flows Survey

02:53 - Why Capital Flows to Larger ABF Asset Managers

05:42 - The Challenge of Direct LP Engagement for Borrowers

09:23 - Bridging the Gap: Banks, Borrowers, and Capital Mismatches

16:01 - Navigating Broad Asset Appetite and Market Discipline in ABF

22:08 - Exploring New Frontiers, LP Sophistication, and the Future of ABF


Ganesh Rajendra, Managing Partner, Integer Advisors - https://www.linkedin.com/in/ganesh-rajendra/


Rory Mepham, CEO, The Sancus Group - https://www.linkedin.com/in/rory-mepham-7ba52913/


Julian Schickel, Founding Partner, Avellinia Capital - https://www.linkedin.com/in/jschickel/


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

E41 - Private Credit Angst and ABF Momentum05 Dec 202500:21:52

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 to 2026 and Final Conference Offer


Private-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-stronger

Mubadala Backs Private Credit Bets After Plowing in $20 Billion - https://www.bloomberg.com/news/articles/2025-12-04/mubadala-backs-private-credit-bets-after-plowing-in-20-billion

Bank of England launches stress test of private equity and credit - https://www.reuters.com/sustainability/boards-policy-regulation/bank-england-launches-stress-test-private-equity-private-credit-industries-2025-12-04/


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

E40: Private Markets are Booming in Ireland with Kevin Canning, CEO, Quintas Capital28 Nov 202500:37:10

00:00 - Exploring the Booming Private Credit Market in Ireland

02:35 - Ireland's Shifting Landscape: Public Struggles, Private Boom

05:01 - Quintus Capital's Mid-Market Niche and Growth Strategy

09:46 - Navigating Deal Sourcing and PE Sponsors in Ireland

13:49 - International Expansion and Ireland's Macroeconomic Stability

18:46 - Assessing Risk, Identifying Growth Sectors, and ESG Trends

24:48 - AI's Impact, LP Misconceptions, and Irish Wealth Retention

30:39 - Ireland's Data Center Boom and Kevin Canning's Personal Side


Kevin Canning, CEO, Quintas Capital - https://www.linkedin.com/in/kevincanning1/


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

E39: The Merging of Public & Private Markets with Brad Foster at Bloomberg19 Nov 202500:28:26

00:00 - Exploring the Blurring Lines of Public and Private Markets


03:30 - Brad Foster's Role and the Language of Private Markets


06:48 - Understanding the Growth and Appeal of Private Direct Lending


09:27 - What Borrowers Value in Private Capital and the Investment Grade Shift


12:09 - LP Capital Allocation and Bloomberg's Technology in Private Markets


16:03 - Balancing Market Transparency, Confidentiality, and Retail Investor Access


20:55 - Addressing Market Fragmentation and the Future of Secondary Markets


25:51 - Personal Insights, Future Predictions, and Episode Conclusion


Brad Foster, Head of Fixed Income & Private Markets, Bloomberg - https://www.linkedin.com/in/brad-foster-437799ba/


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

E56 - Trust but Verify: Fraud & Counterparty Risk with Fulcrum Diligence27 Mar 202600:49:18

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 Messages

01:31 - Russell Corn on Founding Fulcrum Diligence and Objective Research

05:38 - James Devey Details the Patrick James First Brands Investigation

13:28 - Why Private Credit Funds Miss Red Flags in Due Diligence

20:03 - Balancing Privacy and Transparency in Commercial Dealings

26:43 - Why Traditional Due Diligence Often Fails to Uncover Fraud

35:44 - The Double-Edged Sword of AI in Due Diligence Investigations

41:59 - How Uncovering Fraud Shapes Private Credit Markets

44:25 - Guests Share Personal Insights and Final Predictions


Russell Corn, CEO, Fulcrum Diligence - https://www.linkedin.com/in/russell-c-2b6218b/


James Devey, Senior Analyst, Fulcrum Diligence - https://www.linkedin.com/in/james-devey-42a879252/


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


https://linktr.ee/thecreditclubhousepodcast

E38: Beyond the Double Pledge: Setting a New Standard for Trust with Stuart Wall of Setpoint13 Nov 202500:29:54

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 today


05:08 - Setpoint overview and solving the analog backend


07:03 - What is double pledging, and what happened with First Brands and Tricolor


08:57 - Information accessibility between public and private markets


12:15 - Launching Setpoint Pledge Check


14:48 - The importance of having an independent third party for verification of assets


17:22 - Can double pledging be eliminated?


20:28 - Solving the complex workflows in ABF and moving on from Excel


22:03 - How a private credit ecosystem can become healthy and transparent in the next five years


24:01 - Stuart's entrepreneurship journey and the joy in building new products


26:53 - Fun rapid fire questions and wrap up


Stuart Wall, CEO & Co-Founder, Setpoint - https://www.linkedin.com/in/stuartwall/


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

E37: Fund Finance as a Permanent Asset Class with Doug Cruikshank at Hark Capital06 Nov 202500:33:08

00:00 - The Rapid Growth of Fund Finance as a Permanent Asset Class


02:34 - From Niche Product to Permanent Asset Class: A Decade of Change


04:58 - Founding Hark Capital: Solving Post-GFC Equity Problems in the Lower Middle Market


08:06 - Navigating 'Bad Press': How NAV Lending Gained LP Acceptance and Clarity


12:15 - Excitement and Concerns: The Future Landscape of Fund Finance


16:33 - Exploring Underdeveloped Niches and Creative Structural Innovations in Fund Finance


22:45 - The Leap of Faith: Lessons Learned from an Entrepreneurial Journey


26:28 - From AI Poetry to Market Forecasts: Doug's Personal Reflections and 2024 Prediction


Doug Cruikshank, Managing Partner & Founder, Hark Capital - https://www.linkedin.com/in/doug-cruikshank-hark/


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

E36: The Future of College Football with Stewart Mandel of The Athletic31 Oct 202500:25:55

00:00 - Kicking off with Stewart Mandel and The Athletic's mission


02:18 - How NIL and transfers are reshaping college football


04:42 - The legal and financial ramifications of NIL beyond football


08:31 - The financial challenges and governance of college football


11:58 - The future: private equity and a college football super league


17:01 - Stewart Mandel's concerns and Congress's role in college sports


20:52 - Stewart Mandel's hobbies, books, and championship forecast


25:12 - Thank you and exclusive listener offer


Stewart Mandel, Editor-in-Chief of The Athletic's College Football Coverage - https://x.com/slmandel


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

E35: Fixed Income Investing - the Best of Times and the Worst of Times with Edwin Wilches at PGIM27 Oct 202500:48:25

00:00 - Navigating Macro Uncertainty in Fixed Income Investing

04:51 - Blurring Lines Between Public and Private Markets

10:41 - PGIM's Strategy for Differentiated Securitized Investing

16:27 - Evolving Investor Appetite and European Market Expansion

23:14 - Structural Shifts Driving Asset-Backed Finance Demand

27:49 - Evolving Ways Clients Consume Securitized Assets

32:09 - Should Retail Investors Access Private Credit Assets?

35:42 - Capital Concentration and Future Outperforming Sectors

41:25 - Personal Insights and Career Motivations with Edwin

45:04 - Edwin's Market Outlook and Episode Wrap-up


Edwin Wilches, CFA, Managing Director and Co-Head of Securitized Products, PGIM - https://www.linkedin.com/in/edwinwilches/


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

E34: The Evolution & Convergence of Structured and Asset Based Credit with Chris Hentemann at 400 Capital Management17 Oct 202500:49:45

00:00: Welcome, Guest, and Defining Asset-Backed Finance


04:13: How Credit Markets Evolved After the Financial Crisis


11:09: Inside 400 Capital Management's Specialized Credit Strategy


16:01: Driving Factors for Institutional Interest in Credit Markets


21:18: Achieving Identifiable Alpha Through Problem-Solving in Credit


24:48: Analyzing Distressed Situations and Market Corrections in Credit


31:47: Navigating Opportunities and Risks in Commercial Real Estate


40:06: Key Trends Shaping Structured Credit Investing's Future


43:43: Chris Hentemann's Hobbies, Books, and Client Connections


Chris Hentemann, Managing Partner & Chief Investment Officer, 400 Capital Management - https://www.linkedin.com/in/chris-hentemann/


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

The Credit Clubhouse - E33 - Capital and Excitement Flows to Dubai10 Oct 202500:20:08

00:00 - Discovering Dubai's Emergence as a Global Capital Hub

03:30 - How the Middle East is Rebalancing Global Capital Flows

06:31 - Rapid Rise of Sophisticated Middle East Investors

12:35 - The DIFC's Role in Shaping Regulatory Frameworks

17:02 - Anticipating Future Market Evolution and Final Reflections


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

E32: Fund Finance Shifts into High Gear with Richard Wheelahan of Fund Finance Partners03 Oct 202500:34:51

00:00 - Exploring Fund Finance's meteoric growth since 2007

03:13 - Unpacking Fund Finance growth drivers and media's misplaced focus

06:01 - Inside Fund Finance Partners and the NAV Lending Index's impact

10:47 - Bridging knowledge gaps for sponsors in fund finance

13:57 - The exciting evolution of Fund Finance and lending dynamics

18:34 - Navigating risk and structural innovation in Fund Finance

22:45 - Identifying underserved Fund Finance markets and policy gaps

26:54 - Richard Wheelahan's founder journey and personal reflections

33:51 - Thank you and Exclusive DealCatalyst Conference Offer


Richard Wheelahan, Managing Director and Co-Founder, Fund Finance Partners - https://www.linkedin.com/in/rwheelahan/

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

E31: Top Trends in ABF & The Ryder Cup Tees Off27 Sep 202500:34:30

01:25 - Analyzing the Ryder Cup: US Team's early deficit

05:02 - Data Centers and AI: the hottest trend in asset-based finance

09:18 - Structuring deals for insurance capital: opportunities and risks

13:35 - The power of private transactions: flexibility and control in deals

16:56 - Exploring new frontiers: fintech, art, HEI, and ABF market growth

25:08 - From Mets misery to NFL hopes: sports roundup

29:14 - Private Credit and Equity: sports as the next major asset class

32:03 - Get involved: share ideas and join DealCatalyst conferences


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

E30: Real Estate, Opportunistic Credit, & Private Credit Under One Roof with Len Tannenbaum, Founder, TCG18 Sep 202500:42:52
  • 00:00 - Exclusive DealCatalyst offer and guest introduction
  • 01:18 - From Wall Street analyst to TCG Founder
  • 06:30 - Real estate, opportunistic, and private credit under one roof
  • 10:59 - TCG's unique investor-friendly capital structure and approach
  • 13:41 - Navigating the private credit bubble for underserved markets
  • 19:22 - Current credit cycle and real estate market stress
  • 25:34 - Southern states growth and future office lending opportunities
  • 30:15 - Building relationships and exploring unconventional asset classes
  • 34:35 - Len's coaching role and TCG's family enterprise culture
  • 36:57 - Hobbies, book recommendations, and a bold market prediction
  • 42:10 - Thank you and final DealCatalyst Conference offer


Len Tannenbaum, Founder, TCG - https://www.linkedin.com/in/leonard-tannenbaum-a3b3561/

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

E29: Educating Specialty Lenders on Scalable Debt, with Rob McGregor of Coromandel Capital12 Sep 202500:51:18

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 - 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 and a surprising personal fact.

45:52 - A powerful book recommendation and the joy of entrepreneurship.

48:59 - A prediction for the next 12 months and podcast wrap-up.


Rob McGregor, Managing Partner, Investments, Coromandel Capital - https://www.linkedin.com/in/robertmcgregor/


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

E55 - Separating Signal from Noise in Direct Lending with David Robbins of StepStone21 Mar 202600:33:02

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 Role

02:44 - Separating Signal from Noise in Private Credit Headlines

05:10 - Why Private Credit's Growth Attracts Scrutiny

07:27 - The Push for Retail Access to Private Markets

10:13 - Assessing Risk and Volatility in Private Credit

13:31 - How Asset Managers Address Private Credit Critiques

16:31 - Diversifying Beyond Sector in Private Credit Portfolios

21:12 - Distinguishing Macro Trends from Media Sensationalism

25:22 - The Critical Role of Education in Private Markets

29:59 - David Robbins' Personal Insights and Predictions

32:31 - Closing Remarks and Deal Catalyst Information


David Robbins, Director, StepStone Group - https://www.linkedin.com/in/davidarobbins1/


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


https://linktr.ee/thecreditclubhousepodcast

E28 - Goal-Oriented solutions for LPs and GPs with Michael Hacker at Carlyle AlpInvest05 Sep 202500:48:06

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 Michael Hacker, Managing Director, Partner, and Global Head of Portfolio Finance at Carlyle AlpInvest.


Key topics covered:

  • Carlyle AlpInvest's solutions for investors
  • How the firm works with GPs to drive operational value in portfolio companies
  • Risk and evaluation of secondary and primary commitments
  • Managing liquidity in an uncertain macroeconomic environment
  • The key drivers behind the growth of portfolio finance
  • The evolution of co-investments
  • The most compelling opportunities in secondaries today
  • The growing opportunity in structured solutions
  • And much more...


Michael Hacker, Managing Director, Partner and Global Head of Portfolio Finance, Carlyle AlpInvest - https://www.linkedin.com/in/michaelhacker/

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

E27: Private Credit Keeps Rolling Amid Uncertainty with Michael Ewald from Bain Capital28 Aug 202500:38:44

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 Michael Ewald, Partner, Global Head of the Private Credit Group, Bain Capital.


Key topics covered:

  • The Impact of Volatility on the competitive dynamics of private credit.
  • Deal activity amid macro uncertainty.
  • The most resilient sectors in today's environment.
  • Assessing recession risk when underwriting new deals.
  • Sponsored vs. non-sponsored deal dynamic
  • The growth of private credit globally
  • Newer entrants to private credit and the impact on deal terms
  • Structural innovations
  • Balancing yield versus credit quality in today’s market?
  • Increasing demand for evergreen or open-ended private credit structures
  • Consolidation in private credit
  • Joint venture arrangements with banks
  • And much more...


Michael Ewald, Partner, Global Head of the Private Credit Group, Bain Capital - https://www.linkedin.com/in/michael-ewald-2617b98/

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

E26: The U.S. Lower Middle Market & Recession Resilient Underwriting with Natalie Garcia of Deerpath21 Aug 202500:30:36

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 Natalie Garcia, MD, Deerpath.


Key topics covered:

  • Macroeconomic conditions & underwriting
  • Finding the optimal balance between yield and protection.
  • The impact of potential rate cuts.
  • Loan demand & tighter credit conditions.
  • The most resilient & most vulnerable sectors in the lower middle market.
  • Why the lower middle market is so appealing.
  • Key trends in covenant structuring.
  • Delivering customized facilities tailored to sponsors and borrowers.
  • Monitoring portfolio companies post-close to identify early warning signals.
  • Preparing for recession scenarios & an uptick in M&A activity
  • AI’s potential impact on lower middle market lending.
  • And much more...


Natalie Garcia, MD, Deerpath - https://www.linkedin.com/in/natalie-garcia-1a455011/

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

E25: Sub-Line Finance 2.0 and Beyond with Neno Raic of NLC14 Aug 202500:38:56

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 Neno Raic, Partner at NLC.

Key topics covered:

  • How does sub-line financing 2.0 differ from 1.0?
  • The biggest drivers behind this evolution.
  • The adoption and growth of term loans?
  • The emergence of tranche B loans.
  • The growing influence of securitisation and structured finance.
  • Trends in GP behavior.
  • Bank/non-bank cooperation and competition.
  • NLC's NAV lending launch.
  • Closing the LP education gap.
  • NLC’s U.S. expansion and having boots on the ground
  • And much more...


Neno Raic, Managing Partner, NLC - https://www.linkedin.com/in/neno-raic-57a85a73/

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

E24: Partnerships and Products Drive Consumer Lending at Upgrade with Kunal Shah, VP Capital Markets Execution07 Aug 202500:39:37

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 Kunal Shah, VP, Capital Markets Execution at Upgrade.

Key topics covered:

  • How Upgrade is defined today.
  • The evolution of funding partnerships.
  • Upgrade's capital stack.
  • Building resilience into the capital stack.
  • Key questions from funding partners.
  • Gaining access to insurance capital.
  • The growth of private credit in ABF.
  • What are the biggest questions asked by investors?
  • The ease of credit access and consumer regulatory issues?
  • And much more...


Kunal Shah, VP, Capital Markets Execution at Upgrade - https://www.linkedin.com/in/kpshah94/


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

E23: Liquidity Solutions in the Private Markets with Ahmet Yetis of Evercore31 Jul 202500:35:55

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 Ahmet Yetis, Senior Managing Director at Evercore.

Key topics covered:

  • The continued shift to private markets.
  • The challenging distribution market for LPs and the challenging fundraising environment for GPs.
  • The growth drivers in fund finance.
  • Why insurance capital is flooding into the market.
  • The LP education gap with fund finance products
  • New and innovative structures coming to market.
  • And much more...


Ahmet Yetis, Senior Managing Director at Evercore - https://www.linkedin.com/in/ahmet-yetis-0b41611/

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

E22: Rationality returns to valuations and an uptick in M&A with Matt Edgar of Edgar Matthews24 Jul 202500:43:08

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 Matt Edgar, Founder & CEO of Edgar Matthews.

Key topics covered:

  • Valuations return to a more rational level
  • Valuation 101: How is value determined for specialty finance companies / loan originators?
  • The key drivers of premium valuation
  • The profitability question for fintech lenders
  • Matt's entrepreneurial journey
  • How does financing mix and capital structure impact platform valuation?
  • What is considered the ideal funding mix?
  • The composition of buyers today compared to 12 to 24 months ago.
  • How M&A is being reshaped
  • The hottest and most interesting asset classes
  • How regulatory risk is being priced in for consumer lenders.
  • Will we see a return of the high-interest lender?
  • How buyers can get burned on these deals.
  • And much more


Matt Edgar, Founder & CEO, Edgar Matthews - https://www.linkedin.com/in/matt-edgar-53a01063/


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

E21: Diversification Brings Europe into the Spotlight with Maxime Laurent-Bellue of Tikehau Capital 17 Jul 202500:32:01

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 Maxime Laurent-Bellue, Group Deputy Chief Executive Officer and Co-Head of Credit at Tikehau Capital.

Key topics covered:

  • Investor appetite and motivations for European alternatives
  • The risk/return trade-off in private credit versus traditional fixed income?
  • The Evolution of the European Private Debt Market.
  • Shifting borrower behaviors amidst tighter credit conditions.
  • How Tikehau differentiates its European platform.
  • Balancing opportunistic investing with thematic long-term strategies across private markets.
  • Sustainable finance and how to measure tangible impact in private credit.
  • Structuring and origination innovations.
  • Alternative asset classes and regions poised for growth.
  • And much more...


Maxime Laurent-Bellue, Group Deputy Chief Executive Officer and Co-Head of Credit, Tikehau Capital - https://www.linkedin.com/in/maxime-laurent-bellue-2b818729/


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

E20: Private Credit Secondaries - If You Build it, They Will Come with Rick Jain at Pantheon10 Jul 202500:35:59

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 Rakesh (Rick) Jain, Partner and the Global Head of Private Credit at Pantheon.

Key topics covered:

  • How the growth of Private Credit and Secondaries are linked today.
  • The key drivers behind the growth and momentum in the private credit secondaries market.
  • The changing motivations in secondaries.
  • Innovations in structuring secondaries deals.
  • The biggest misconceptions about secondaries.
  • How are LPs viewing the various liquidity solutions available today?
  • Volume and pricing trends within the credit secondaries strategies
  • Pantheon and Rick's remit as Global Head of Private Credit.
  • The public/private dynamic.
  • The tradability/liquidity of private credit loans.
  • Underappreciated market segments in private credit?
  • Macroeconomic volatility.
  • Alternative asset classes and regions poised for significant growth in the next decade.
  • Rick's biggest surprise since joining Pantheon.


Rick Jain, Partner and the Global Head of Private Credit, Pantheon - https://www.linkedin.com/in/rakesh-j-6b539/


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

E19: The Intersection Between Asset Managers & Insurers with Mike Consedine of Athene02 Jul 202500:32:49

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 Mike Consedine, Executive Vice President and Global Head of Government and Regulatory Affairs at Athene.


Key topics covered:

  • What is the NAIC?
  • What role does the NAIC play for insurers?
  • How the regulatory environment is changing.
  • The healthy exchange of ideas between regulators and market participants.
  • Mike's remit at Athene and the role Athene plays in the market today.
  • The demand for insurance capital
  • The opportunity for insurance capital to play a bigger role.
  • Why a robust capital market can be the most significant strategic asset the U.S. can offer.
  • The shifting dynamics between public and private markets.
  • Mental health in the workplace
  • And much more...


Mike Consedine, Executive Vice President and Global Head of Government and Regulatory Affairs at Athene - https://www.linkedin.com/in/michael-consedine-6616a510/


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

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