The Credit Clubhouse

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 marke...

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 - Ex...

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 rol...

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 Investor...

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 3...

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.linkedi...

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...

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...

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 sta...

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. 3...

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 foll...

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 foll...

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 foll...

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 foll...

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 foll...

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 foll...

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 foll...

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 foll...

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 foll...

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 foll...

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 foll...

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 foll...

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 foll...

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 foll...

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 foll...