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...
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The Colliding Risks in Credit with Vik Uppal of Mavik
In this episode of The Credit Clubhouse, I sit down with Vic Uppel, founder of Mavik Capital, to explore the evolving landscape of alternative asset management. We discuss the need for differentiation in investment strategies, emphasizing the importance of performance over scale in a market increasingly dominated by large, bureaucratic firms. Vic shares insights on navigating the complexities of credit markets, the potential risks hidden beneath the surface, and the impact of geopolitical events on investment opportunities. We also touch on the Fujiwara effect and its relevance to current credit conditions. Join us for a deep dive into the principles that can guide investors toward long-term success in an unpredictable financial environment.
Treasury as a Strategic Advantage with Dustin Goldstein of TriState Capital Bank
In this episode of The Credit Clubhouse, I sit down with Dustin Goldstein, Executive Vice President at TriState Capital Bank, to explore the evolving landscape of treasury management. We discuss how this critical function has transformed into a strategic component of businesses today, emphasizing liquidity management and working capital optimization. Dustin shares insights on the impact of technology, the shift towards multi-bank relationships, and the importance of understanding cash flows for effective lending. We also touch on emerging trends in real-time payments and the challenges of fraud in the digital age. Join us for an informative conversation that highlights key strategies and opportunities within the treasury management space.
Private Credit Perceptions vs. Reality, Sports Finance and More
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/ DealCatalyst Homepage - https://www.dealcatalyst.io/ DealCatalyst Events - https://www.dealcatalyst.io/events Private Credit Club - https://www.dealcatalyst.io/private-credit-club Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout. 00:00 - Welcome to The Credit Clubhouse: show & conference updates 02:23 - Reflecting on 9/11: a solemn New York remembrance 03:48 - Private credit: perceptions, redemptions, and retail access 09:30 - AI's exponential growth: capital needs and regulatory questions 13:55 - Crypto's long road: transforming banking and settlement timelines 20:46 - Sports ownership and private capital 27:46 - Football season excitement, sponsor thanks, and future plans Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.
Finding Alpha in Complex Credit Markets with John Kim of Reckoner Capital Management
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/ DealCatalyst Homepage - https://www.dealcatalyst.io/ DealCatalyst Events - https://www.dealcatalyst.io/events Private Credit Club - https://www.dealcatalyst.io/private-credit-club Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout. 00:00 - Diving into credit markets with John Kim of Reckoner Capital Management 02:19 - John Kim's path to niche credit investing 04:17 - Finding niche credit opportunities 06:33 - Why complex assets offer higher yields 09:44 - The surprisingly strong economy and credit risks 13:59 - Finding compoundable gains beyond equities 17:04 - Are private credit premiums eroding? 22:42 - The evolution of niche ABS markets 26:32 - The nuances of art and superyacht finance 31:18 - Market size and returns in esoteric assets 35:38 - Competing in growing alternative credit spaces 39:01 - Choosing expertise over name brand managers 41:08 - Solving problems with financial engineering 43:55 - Lending and credit in the evolving AI industry 46:35 - Hobbies, books, and predictions 51:35 - Thank you from The Credit Clubhouse John Kim, CEO, Reckoner Capital Management - https://www.linkedin.com/in/john-e-kim-97009421a/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.