E61 - The Credit Convergence Happening in Plain Sight with Jeff Hobbs of Voya Investment Management
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
01:30 – Setting the stage: credit markets today
04:30 – Meet Jeff Hobbs & Voya’s perspective
07:30 – What convergence means across public and private markets
10:30 – Blurring lines: public vs. private credit
13:30 – Why ABF is becoming a core allocation, not a niche
16:30 – Where investors are finding yield and inefficiencies
19:30 – How insurance balance sheets are reshaping demand
22:30 – Structuring complexity & innovation
25:30 – Understanding duration, lock-ups, and investor expectations
28:30 – Where risks are building—and how managers are navigating them
32:00 – Scaling platforms in a competitive landscape
36:00 – Opportunities ahead in credit markets
40:00 – Common misconceptions in private and alternative credit
44:00 – Final Thoughts: The Future of Credit
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/toddanderson19/
https://linktr.ee/thecreditclubhousepodcast