The Credit Clubhouse

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 - Welcome to The Credit Clubhouse with Dina Kook of Monroe Capital 01:57 - Assessing today's borrower and lender fund finance market 06:00 - Dina Kook's lender-to-borrower insight and Monroe's differentiation 09:22...

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 with market status and sponsor insights 02:35 - Unpacking private credit's crisis and investor responses 04:56 - Getting to know 9fin's private credit reporter 06:02 - Understanding redemption requests an...

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. Jeffrey Hobbs, Chief Investment Officer - Fixed Income, Voya Investment Management - https://www.linkedin.com/in/jeffrey-hobbs-03b93712/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/to...

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. Tod Trabocco, Head of Private Debt Advisory, StepStone Private Debt - https://www.linkedin.com/in/tod-trabocco-cfa-9a122a/ Nino Nicotra, Director - Private Capital Markets, Kroll - https://www.linkedin.com/in/nino-nicotra-5906515/ T...

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 – Welcome to the Credit Clubhouse, show setup, and listener promotion. 02:45 – Background on Patrick Turner and the firm’s history in structured capital. 05:30 – What structured capital means in practice and how it differs fro...

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: Struc...

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 &...

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 - W...

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 Privat...

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 - Welcome to the Clubhouse: Special Offers & Sponsor 01:31 - Unpacking the 'No Good, Very Bad Week' for Direct Lending 04:34 - Understanding Redemption Requests and the Investor Education Gap 08:47 - AI's Unkno...

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: Episode Introduction and Sponsor Spotlight 01:31 - Joel Holsinger Defines Asset-Based Finance at Ares 02:16 - Joel Holsinger's Core Definition of Asset-Based Finance 03:18 - Key Drivers Behind Asset...

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 - Welcome, Sponsor Message, and Guest Introduction 01:58 - Värde's ABF Evolution, Verticals, and Middle Market Focus 06:53 - Identifying Compelling Segments and Sourcing ABF Opportunities 09:35 - Fund Finance: Rapid Evolut...

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 - Introduction to the Episode and Key Sponsor Announcements 01:31 - Navigating the Competitive Direct Lending Market Landscape 03:44 - Private Equity's Role and Segmenting Credit Markets 06:20 - Private Credit's Growin...

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 - Welcome to the Clubhouse: Understanding Crypto and DeFi 02:43 - Demystifying Crypto and DeFi: Settlement Layers and Applications 07:56 - Why the World is Moving to a Stablecoin Economy 10:39 - Overcoming Hurdles: Adoption, I...

Sign up for the Credit Crunch Blog - https://www.creditcrunch.blog/ 00:00 - Welcome to the Clubhouse: Private Credit's Current State 02:58 - Why Big Funds Still Rule Private Credit Fundraising 06:56 - KSL's Niche: Capitalizing on the K-Shaped Economy 15:08 - From Evergreen Funds to 401Ks: Expanding Private Market Access 21:35 - Why Investors are Shifting from Private Equity to Credit 26:43...

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 Infrast...

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...

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...

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 Appe...

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...

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...

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 Discipl...

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...

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 Tre...

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...