E54 - A No Good Very Bad Week for Direct Lending
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 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 Unknown Impact and JP Morgan's Lending Restrictions
11:40 - Navigating Fraud, Strong Returns, and Retail Investor Influx
16:00 - Apollo's Daily NAV Push and Declining Retail Inflows
19:57 - Future Outlook for Direct Lending and Institutional Confidence
24:41 - The Broader Private Credit Market & Upcoming Events
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
https://linktr.ee/thecreditclubhousepodcast
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