The Credit Clubhouse
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...Show more
All Episodes
E51- Capital in Motion: Navigating Today’s Credit Markets with Michael Haynes of Beach Point Capital
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 Growing Share and Transparency Evolution 08:43 - The Future of Data Transparency in Private Credit 12:42 - Analyzing Sector Volatility and AI's Economic Effects 18:03 - Covenant Trends and Cyclicality in Credit Market Docs 23:42 - Identifying Key Risks and Macroeconomic Influences 30:51 - Guidance for New Private Credit Investors and Fund Structures 34:41 - Exploring New Avenues in Alternative Finance Strategies 36:52 - Practical Insights from Challenging Credit Investments 41:12 - Rapid Fire Questions and a Bullish Market Forecast 45:35 - Wrapping Up the Discussion and Podcast Outro Michael Haynes, Head of Private Credit, Beach Point Capital Management - https://www.linkedin.com/in/michael-haynes-9550b295/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
E50: How Credit is Moving On-Chain with Adrian Cachinero Vasiljevic of Steakhouse Financial
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, Intermediaries, and Singleness of Money 19:22 - Institutional Interest Drives On-Chain Credit Expansion 24:12 - Real-World Applications: Stablecoins for Payments and Settlement 30:48 - Boom, Bust, and Beyond: Crypto's Generational Shift 36:18 - Rule Enforcement and System Competition in DeFi 40:48 - Connecting Blockchains: Interoperability, Security, and AI's Role 45:26 - Adrian's Hobbies, Book, and Future Predictions Adrian Cachinero Vasiljevic , co-founder of Steakhouse Financial - https://www.linkedin.com/in/adriancachinero/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
E49 - Credit Crunch Quarterly with Nick Smith of Claret Capital Partners
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 - Howard Marks' Warning: Is AI Creating a New Bubble? 31:05 - Market Bifurcation: Consolidation and the Future of Credit Nick Smith, Portfolio Manager, Claret Capital Partners https://www.linkedin.com/in/nick-smith01/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
E48 - The Strength of Structured Credit with Michael Nowakowski of Conning
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/