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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All Episodes
The Expanding Universe of Private Credit with David Ross of Northleaf
Axos Bank brings you today’s episode. Axos Bank. Born digital, built on relationships - https://www.axosbank.com/commercial/banking?utm_medium=podcast&utm_source=linkedin&utm_campaign=3475701&utm_content=na Check out DealCatalyst's 2027 event schedule, hot off the presses - https://www.dealcatalyst.io/events/2027-schedule 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 Clubhouse: Introducing David Ross from Northleaf 02:05 - Defining Private Credit: Beyond Direct Lending 04:57 - Northleaf Capital's Strategy and Direct Lending Dynamics 07:47 - Assessing Global Relative Value in Direct Lending Markets 10:12 - Structural Differences in European and North American Lending 12:21 - Key Drivers for Asset-Based Finance Market Growth 14:55 - Unlocking ABF Value: Niche Assets and Origination 19:13 - Bank Retrenchment Fuels Private Credit Expansion 24:53 - The Tectonic Shift of Evergreen Funds in Private Markets 29:19 - The Growing Influence of Insurance Capital in Credit 33:02 - Why Domain Expertise Trumps Capital in Niche Lending 35:35 - AI's Profound Impact on Investing and Final Thoughts David Ross, Managing Director, Head of Private Credit, Northleaf - https://www.linkedin.com/in/david-ross-a632a637/ 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.
Private Credit Potpourri
Axos Bank brings you today’s episode. Axos Bank. Born digital, built on relationships - https://www.axosbank.com/commercial/banking?utm_medium=podcast&utm_source=linkedin&utm_campaign=3475701&utm_content=na Check out DealCatalyst's 2027 event schedule, hot off the presses - https://www.dealcatalyst.io/events/2027-schedule 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. 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.
Beyond the Balance Sheet: AI and the Future of Asset-Based Finance with Thomas Galbraith of Barkr
In this episode of The Credit Clubhouse, I sit down with Thomas Galbreath, CEO and co-founder of Barker, to explore the evolving landscape of asset-based finance and the pivotal role of technology in credit markets. Thomas shares insights on how Barker leverages AI to provide real-time valuations of hard assets, enhancing transparency and decision-making for lenders. We discuss the implications of increased regulatory scrutiny, the shift towards private credit, and the growing importance of accurate data in underwriting. Join us as we navigate the intersection of technology and finance, and uncover how these advancements are reshaping the future of lending and investment strategies. Don't miss this informative conversation that promises to equip you with the knowledge to thrive in today's dynamic credit environment.
Credit Secondaries: Where Liquidity Meets Relative Value with Greg Ciesielski of HarbourVest Partners
In this episode of The Credit Clubhouse, I dive into an engaging conversation with Greg Ceselsky, Head of Credit Secondaries at HarborVest Partners. We explore the evolution of the credit secondary market, discussing key trends that have emerged over the last two decades, particularly in the wake of the global financial crisis. Greg shares insights on the growing importance of liquidity solutions in credit markets and the role of GP-led and LP-led transactions. We also touch on the impact of private credit's recent headlines, the challenges of underwriting, and the future dynamics of the secondary market. Tune in for a deep understanding of where credit stands today and where it’s headed tomorrow.