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
E26: The U.S. Lower Middle Market & Recession Resilient Underwriting with Natalie Garcia of Deerpath
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 follow the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show. Welcome back to our latest installment of The Credit Clubhouse, as always I am your host, Todd Anderson, Head of Content & Programming at DealCatalyst. Joining me today is Natalie Garcia, MD, Deerpath. Key topics covered: - Macroeconomic conditions & underwriting. - Finding the optimal balance between yield and protection. - The impact of potential rate cuts.Loan demand & tighter credit conditions. - The most resilient & most vulnerable sectors in the lower middle market. - Why the lower middle market is so appealing. - Key trends in covenant structuring. - Delivering customized facilities tailored to sponsors and borrowers. - Monitoring portfolio companies post-close to identify early warning signals. - Preparing for recession scenarios & an uptick in M&A activity - AI’s potential impact on lower middle market lending. - And much more... Natalie Garcia, MD, Deerpath - https://www.linkedin.com/in/natalie-garcia-1a455011/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
E25: Sub-Line Finance 2.0 and Beyond with Neno Raic of NLC
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 follow the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show. Welcome back to our latest installment of The Credit Clubhouse, as always I am your host, Todd Anderson, Head of Content & Programming at DealCatalyst. Joining me today is Neno Raic, Partner at NLC. Key topics covered: • How does sub-line financing 2.0 differ from 1.0? • The biggest drivers behind this evolution. • The adoption and growth of term loans? • The emergence of tranche B loans. • The growing influence of securitisation and structured finance. • Trends in GP behavior. • Bank/non-bank cooperation and competition. • NLC's NAV lending launch. • Closing the LP education gap. • NLC’s U.S. expansion and having boots on the ground • And much more... Neno Raic, Managing Partner, NLC - https://www.linkedin.com/in/neno-raic-57a85a73/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
E24: Partnerships and Products Drive Consumer Lending at Upgrade with Kunal Shah, VP Capital Markets Execution
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 follow the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show. Welcome back to our latest installment of The Credit Clubhouse, as always I am your host, Todd Anderson, Head of Content & Programming at DealCatalyst. Joining me today is Kunal Shah, VP, Capital Markets Execution at Upgrade. Key topics covered: • How Upgrade is defined today. • The evolution of funding partnerships. • Upgrade's capital stack. • Building resilience into the capital stack. • Key questions from funding partners. • Gaining access to insurance capital. • The growth of private credit in ABF. • What are the biggest questions asked by investors? • The ease of credit access and consumer regulatory issues? • And much more... Kunal Shah, VP, Capital Markets Execution at Upgrade - https://www.linkedin.com/in/kpshah94/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
E23: Liquidity Solutions in the Private Markets with Ahmet Yetis of Evercore
In this episode of The Credit Clubhouse, I sit down with Ahmet Yetis, Senior Managing Director at Evercore, to explore the evolving landscape of private markets. We discuss the significant shift towards private capital that has occurred over the past few decades and the implications of this trend for financial professionals. Ahmet shares insights on the motivations behind the growth in private markets, the complexities of fundraising, and how liquidity needs are shaping innovative financial products. We also touch on the democratization of private markets and the impact of evolving investor expectations. Join us as we unpack the dynamic interplay between private and public markets and what it means for the future of finance. Don't forget to take advantage of our exclusive conference offer at www.dealcatalyst.io.