Welcome to The Credit Clubhouse — where the world of structured credit, direct lending, asset-based finance, and fund finance meets sharp insights and even sharper wit. Hosted by Todd Anderson, DealCatalyst’s Head of Content, this podcast dives deep into the complex world of alternative finance with a dash of humor and a lot of know-how. Whether you're a seasoned professional or just looking to sound smarter at your next industry event, Todd and his guests will break down the jargon and unpack the trends shaping the future of credit markets — one episode at a time. Grab your headphones; the deals are in the details!
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Private Credit Perceptions vs. Reality, Sports Finance and More
Episode 85
Saturday, September 12, 2026 • Duration 31:01
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
https://linktr.ee/thecreditclubhousepodcast
Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.
Finding Alpha in Complex Credit Markets with John Kim of Reckoner Capital Management
Episode 84
Friday, September 4, 2026 • Duration 52:15
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
31:18 - Market size and returns in esoteric assets
35:38 - Competing in growing alternative credit spaces
39:01 - Choosing expertise over name brand managers
41:08 - Solving problems with financial engineering
43:55 - Lending and credit in the evolving AI industry
46:35 - Hobbies, books, and predictions
Specialty Finance: Capital, Complexity & Credit with Philip Bartow of Sound Point Capital Management
Episode 83
Friday, August 28, 2026 • Duration 45:07
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Welcome to The Credit Clubhouse: defining specialty finance today
04:23 - From marketplace to institutional: fintech lending's journey
12:37 - Beyond tech multiples: finding value in embedded lending
19:06 - Assessing consumer health and buy now, pay later's impact
27:15 - The win-win of embedded lending and concentration risks
31:30 - Navigating public vs. private ABS and banks' evolving role
36:32 - Capital inflows, market health, and LP Education
42:07 - Personal insights, predictions, and episode conclusion
Philip Bartow, Head of Specialty Finance & FinTech Lending, Sound Point Capital Management - https://www.linkedin.com/in/philip-bartow-99a51b1/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
https://linktr.ee/thecreditclubhousepodcast
The Search for Credit Alpha with Mark Tecotzky of Ellington Management Group
Episode 82
Friday, August 21, 2026 • Duration 51:19
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Shaping investment philosophy through market shocks
05:18 - Corporate vs. consumer credit: transparency matters
09:08 - The hidden cost of illiquidity
12:02 - Private capital's new role in mortgage markets
15:52 - Navigating commercial mortgage market shocks and recovery
21:35 - Consumer credit's K-shaped recovery
25:16 - Securitization transforms private assets
33:41 - Data and AI in investment decisions
39:48 - AI's impact on consumer finance
43:32 - AI innovation in credit markets
46:38 - Navigating markets and personal insights: A wrap-up
Mark Tecotzky, Vice Chairman, Ellington Management Group - https://www.linkedin.com/in/mark-tecotzky-7bb00b134/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
The Fund Finance Talent Race is on with Rory Smith and James Strode of Brickfield Fund Finance Recruitment
Episode 81
Tuesday, August 18, 2026 • Duration 46:14
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Welcome to the Credit Clubhouse
02:26 - The explosive growth of fund finance markets
04:26 - This episode is presented by CARDO AI
05:23 - Assessing the current optimistic mood in fund finance
07:12 - Addressing the fund finance talent pool shortage
10:55 - Expanding the talent pool
12:57 - Disruption and portability in the legal market
16:23 - How hiring standards have evolved in fund finance
19:19 - The need for developing new fund finance talent
22:00 - Strategies for attracting and retaining top talent
25:59 - Introducing 'Inside Fund Finance' trade journal
30:11 - Key skills for a long-term fund finance career
32:58 - Mentoring's critical role
36:28 - AI and leadership: future impact on hiring
39:07 - Getting to know our guests: fun questions
Beyond Yield: Finding Value in Securitized Credit with Joe Allen of Bright Meadow Capital
Episode 80
Thursday, August 13, 2026 • Duration 37:01
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Welcome to the Credit Clubhouse
02:21 - Exploring the compelling opportunities in securitized credit
04:53 - Unpacking misconceptions and growth in digital infrastructure
08:01 - How structural protection shapes securitized credit investments
11:04 - Finding value in overcrowded and overlooked credit sectors
16:09 - Understanding the drivers and risks of data center investing
24:12 - Assessing leverage, liquidity, and structural vulnerabilities in credit
28:24 - The role of insurance capital and emerging credit markets
33:25 - A bold prediction for AI
Joe Allen, Deputy CIO & Head of Securitized Credit Strategies, Bright Meadow Capital - https://www.linkedin.com/in/joseph-allen-cfa-6071445/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
Rates, Software, and the Next Phase of Fixed Income with Connor Fitzgerald of Wellington Management
Episode 79
Thursday, August 6, 2026 • Duration 42:28
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
13:49 - Key drivers of bond yields and AI market distortion
18:35 - Is today's market accurately reflecting credit risk?
19:57 - Compelling opportunities outside the AI build-out
23:21 - AI infrastructure issuance and sector allocation changes
28:28 - Identifying the biggest risks in the AI build-out
33:11 - How AI issuers will evolve in IG portfolios
35:00 - Developments impacting corporate credit markets in 1-2 years
38:08 - Consensus market views investors are underestimating
Private Credit Mythbusting with Kelly Thompson and Eric Rosenthal of KBRA DLD
Episode 78
Thursday, July 30, 2026 • Duration 40:01
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Diving into credit markets with KBRA DLD
01:56 - Unpacking private credit headlines with performance data
07:09 - Redefining private credit beyond distribution strategy
11:50 - The need for standardized data in private credit
15:01 - How lenders and sponsors stabilize direct lending
20:07 - Assessing default risks in software and other sectors
25:47 - Direct lending's underappreciated strengths and recovery
30:28 - How to address negative narratives in private credit
35:30 - Guests' hobbies, and industry predictions
Kelly Thompson, Managing Director, KBRA DLD - https://www.linkedin.com/in/kelly-thompson-29179313/
Eric Rosenthal, Senior Director, KBRA DLD - https://www.linkedin.com/in/eric-rosenthal-5866489/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
Private Credit's Fishing Holes with Paul Lisiak of Metropolitan Partners Group
Episode 77
Friday, July 24, 2026 • Duration 41:01
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Welcome to The Credit Clubhouse
02:20 - Unpacking access, complexity, and work premiums
05:10 - How sponsor capital benefits the lower middle market
07:16 - Metropolitan's ethos: loan-to-asset value & niche finding
12:04 - Speed in non-sponsored deals
14:10 - Sourcing, empathy, and 'skin in the game' principles
17:32 - Unlocking value in fundamental, below-the-radar businesses
20:07 - Mitigating risk with asset protection and covenants
23:10 - AI's impact on private credit
27:04 - Proactive interventions and managing challenging situations
33:15 - Specialization, LP sophistication, and market misconceptions
37:34 - Paul Lisiak's hobbies, insights, and future predictions
40:16 - Thank You for listening to The Credit Clubhouse
Paul Lisiak, Managing Partner, Metropolitan Partners Group - https://www.linkedin.com/in/paul-lisiak-0611/
Back to First Principles: Why Collateral Matters with Luke Chan of HighVista Strategies
Episode 76
Tuesday, July 21, 2026 • Duration 40:46
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 — Exploring Credit Markets and Welcoming Luke Chan
02:17 — Why Collateral is Key to Private Credit Investing
07:00 — How AI is Reshaping Software Lending Dynamics
16:35 — The Future of Software Valuations and Capital
19:18 — Addressing Capital Needs for Digital AI Infrastructure
24:45 — Finding Value in Off-the-Run Asset Types
30:55 — Understanding Real Risks in Private Credit Investing
33:18 — Lessons and Predictions for Credit Market Cycles
36:59 — Luke Chan's Hobbies, Advice, and Market Forecast
Luke Chan, Head of Private Credit, HighVista Strategies - https://www.linkedin.com/in/lukechan/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
https://linktr.ee/thecreditclubhousepodcast
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Discover shows related to The Credit Clubhouse, based on actual content similarities. Explore podcasts with similar topics, themes, and formats, backed by real data.
John Kim, CEO, Reckoner Capital Management - https://www.linkedin.com/in/john-e-kim-97009421a/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
https://linktr.ee/thecreditclubhousepodcast
Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.
This material does not constitute an offer to sell or a solicitation of an offer to buy any securities. It is being provided solely for informational and reference purposes only and is not intended to be, and must not be, the basis for any investment decision. Statements represent the subjective views of Sound Point as of the date of the recording and cannot be independently verified and are subject to change. All investing involves risks, including the risk of a total loss. Past performance is not necessarily indicative of future results.
Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.
https://linktr.ee/thecreditclubhousepodcast
Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.
45:00 - Episode conclusion and how to connect with guests
Rory Smith, Founder, Brickfield Fund Finance Recruitment - https://www.linkedin.com/in/rory-smith-82476914/
James Strode, Senior Associate, Brickfield Fund Finance Recruitment - https://www.linkedin.com/in/james-strode-85b3a8118/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
https://linktr.ee/thecreditclubhousepodcast
Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.
https://linktr.ee/thecreditclubhousepodcast
Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.
39:43 - Personal insights and final thoughts on AI risks
42:00 - Thank you for listening to The Credit Clubhouse
Connor Fitzgerald, Fixed Income Portfolio Manager, Wellington Management - https://www.linkedin.com/in/connor-fitzgerald-789b0b166/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
https://linktr.ee/thecreditclubhousepodcast
Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.
https://linktr.ee/thecreditclubhousepodcast
Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
