The Credit Clubhouse

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...

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...