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
E45 - The Headwinds and Tailwinds of Private Credit
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 Appeal of Asset-Based Finance Opportunities 24:13 - Host's Closing Thoughts and Exclusive Listener Offer Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
E44 - The GP Financing Landscape with Greg Hardiman of Crescent Capital
00:00 - Clarifying GP Finance and its Role in Fund Management 03:17 - Exploring Motivations and Capital Alternatives for GP Financing 07:42 - How Crescent Capital Navigates Compelling Market Dynamics 13:10 - Identifying the Ideal Target Sponsor for Crescent Capital 16:05 - Understanding GP Financing Collateral and Bilateral Deal Structures 19:43 - Expanding GP Finance to Other Funds and Crescent's Unique Advantage 23:09 - Exploring Innovative Structures and the Evolving GP Finance Market 25:17 - Anticipating the Future Evolution and Potential Impediments in GP Financ 29:35 - Getting to Know Greg Hardiman with Rapid Fire Fun Questions 32:03 - Don't Miss Out: Episode Wrap-up and Exclusive Listener Offer Greg Hardiman, GP-LP Solutions, Crescent Capital - https://www.linkedin.com/in/gregory-hardiman/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
E43 - Private Credit Fears Linger , Favorite Christmas Movies and College Football Playoff
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 Private Equity in College Sports 19:33 - Forecasting College Football Champions and Thanking Our Valued Listeners Top 10 Christmas Movies - National Lampoon's Christmas Vacation (1989) - Home Alone (1990) - Elf (2003) - The Holiday (2006) - A Christmas Story (1983) - It's a Wonderful Life (1946) - Love Actually (2003) - How the Grinch Stole Christmas (1966/2000) - A Charlie Brown Christmas (1965)The Polar Express (2004) Honorable Mention - Rudolph the Red-Nosed Reindeer (1964) - Frosty the Snowman (1969) - Four Christmases (2008) Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
E42 - DealCatalyst’s ABF Capital Flows Survey
In this special episode of The Credit Clubhouse, we dive into the insights from DealCatalyst's inaugural ABF survey, featuring expert guests Ganesh Rajendran, Rory Mepham, and Julian Schickel. Together, we explore the current landscape of asset-based finance, examining key findings from the survey that highlight LP allocation trends, the maturity of the market, and the dichotomy between borrower needs and capital availability. We discuss how larger players dominate the space while smaller managers navigate challenges in gaining investor attention. Tune in for a comprehensive analysis of the evolving credit market and the opportunities that lie ahead. Don't forget to check out our exclusive offer for conference tickets at www.dealcatalyst.io.