Todd Anderson

Head of Content & Programming at DealCatalyst. Organizing digital and in-person conferences, social networking events, and member-only communities.

[Todd Anderson @TAnderson19]

The Credit Clubhouse is turning 1. 🎉

Weekly releases
52+ episodes
1,100+ subscribers
Listeners in … 40+ countries
Breakdown by region: 64% North America | 21% Europe | 15% Rest of the World
25,000+ plays

Big hug to our listeners 🤗 , THANK YOU.

And the fun's only just begun. Bigger and better guests, new formats, guest hosts, live shows, and more.

A special thank you to our newest sponsor, @9finHQ.

DealCatalyst #privatecredit #directlending #assetbasedfinance #ABF #fundfinance #structuredcredit #podcast

https://t.co/RGRwhPUioK

[Todd Anderson @TAnderson19]

The Credit Clubhouse.

"#RealEstate is as much #underwriting, #investing, and #duediligence as it is timing."

Samir Tejpaul, Head of Investments at @mrcrealestate stopped by the #podcast to discuss where #commercialrealestate is today, the growing influence of #privatecredit on the market, #AI and #datacenters, and much more.

Thank you @CARDO_AI for your support of the show. Book a demo to learn more - ⁠https://t.co/Dd2jYLE7uR⁠.⁠

00:00 - Kicking Off the Episode with Samir Tejpaul
02:19 - Samir Tejpaul's evolving perspective on risk and opportunity
04:16 - Navigating commercial real estate in the second half of 2026
08:23 - Why the debt market now sets the tone in CRE
12:45 - Bullish on Bay Area, cautious on bifurcated office
18:29 - The journey of alternative lending post-GFC
26:01 - Innovating in today's competitive debt market
29:21 - Data centers: real estate or infrastructure?
31:25 - How AI is reshaping office, industrial, and housing
37:24 - AI: Enhancing data, not replacing human judgment
39:50 - Preparing for equity capitulation and market stability in 2027
43:23 - Samir Tejpaul's hobbies, leadership, and optimistic future view

#infrastructure #lending #alternatives

Watch 📺 or listen 🎧 to the full episode now:

DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/ZGgIUKQoS1
Apple - https://t.co/nWTEHYiBBW
Spotify - https://t.co/WqhmORMEsM

[Todd Anderson @TAnderson19]

The Credit Clubhouse - https://t.co/RGRwhPUioK

"The market needs to be able to scale faster and not be limited by what the deal team could produce.
ALTIN KADAREJA, Co-Founder & CEO at CARDO AI stopped by the discuss moving off spreadsheets, the next evolution of #privatecredit, and much more.

Thank you @CARDO_AI for your support of the show.

00:00 - Welcome to The Credit Clubhouse with Altin Kadareja
02:22 - From Buy-Side Frustration to Founding Cardo AI
05:37 - Overcoming Challenges and Gaining Market Trust
08:12 - Cardo AI's Role in Private Credit Strategies
10:50 - Why Insurers are Investing in Private Credit
13:26 - Challenges for GPs Seeking Insurance Capital
15:51 - The Industry's Move to Continuous Data Transparency
19:19 - A New Structural Dynamic in Credit Markets
22:20 - Emerging Asset Classes and Cardo AI's Adaptability
25:52 - Technology's Role in Streamlining Private Credit Deals
28:47 - Enhancing Valuation Transparency with Technology
31:05 - Addressing Regulatory Concerns and Market Stability
36:04 - Analyzing the Private Credit Market's Future
38:04 - Tangible Applications of AI in Finance Today
41:13 - Defining the Future of Work in Finance
43:43 - Ensuring Trust and Compliance in Financial AI
47:06 - The Backbone of Scaling Private Markets
50:08 - Personal Insights and Future Market Outlook
54:17 - Thank You for Listening to The Credit Clubhouse

#AI #insurance #GP #LP #structuredcredit #compliance #credit #podcast #assetbasedfinance #ABF #privatemarkets #alternatives

Watch 📺 or listen 🎧 :
DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/tjo2pCR9I9
Apple - https://t.co/crCTdH4Uxl
Spotify - https://t.co/ZyqIVZOXrJ

[Todd Anderson @TAnderson19]

The Credit Clubhouse new episode drop.

Don’t forget to follow, rate, review, and share with friends. Find us on Linktree - https://t.co/RGRwhPUQei

Ali Meli , Founder of Monachil Capital Partners LP stopped by to discuss specialization & domain expertise, where we are in the #credit cycle, and much more.

Thank you to our newest #podcast sponsor, CARDO AI. So great to see a new supporter of the show 😁.

00:00 - Welcome to The Credit Clubhouse: episode introduction
01:53 - Host Todd Anderson welcomes Ali Meli to the show
02:21 - Navigating the late stages of the private credit cycle
03:28 - Identifying top risk-adjusted opportunities in credit markets
05:15 - Outperforming: scale or specialization in private credit?
08:02 - Understanding Monachil Capital Partners' niche lending strategy
09:48 - Market shift: from direct lending to specialty finance
12:15 - Exploring interesting opportunities in asset-based finance
13:25- Finding value in under-capitalized specialty finance markets
15:11 - Overcoming disadvantages for non-scaled fintech lenders
19:20 - The transformative impact of AI on fintech lending
19:48 - Rethinking Liquidity Management in Private Credit Funds
21:50 - Skepticism on private credit secondary market liquidity
26:31 - LP demand: selective allocation in private credit
30:39 - Unpacking Underappreciated Trends in Private Credit Markets
35:25 - What excites Ali Meli most about lending today
37:57 - Concerns about market correction and second-order impacts
39:57 - Personal insights and a prediction for the next year

#privatecredit #structuredcredit #secondaries #GP #LP #fintech #specialtyfinance #ABF #assetbasedfinance #lending #investing

Watch 📺 or listen to🎧to the full episode now:
DealCatalyst - https://t.co/D8nUJhxD8t
YouTube - https://t.co/sf9nclepvP
Apple - https://t.co/SepqijRrJh
Spotify - https://t.co/LYWBFGgvNq

[Todd Anderson @TAnderson19]

The Credit Clubhouse is kicking off a special series of episodes highlighting some of our #CLO award winners.

First up, Boutique #PrivateCredit CLO Manager of the Year and Innovative #PrivateCreditCLO Manager - Monroe Capital LLC.

Seth Friedman, Managing Director, Head of Structured Solutions joined me on the #podcast to talk about the growth of private credit CLOs, the #middlemarket, and much more.

Thanks again to 9fin for their support of the pod.

00:28 - Celebrating Monroe Capital's boutique CLO manager awards
02:31 - How Monroe Capital balances scale with innovation
06:08 - Private credit CLOs: A permanent shift
09:05 - Differentiating private credit CLOs and investor preferences
12:15 - Middle market loan resilience
14:27 - Seth Friedman's hobbies, books, and future predictions

#investing #lending #structuredcredit #credit

Watch 📺 or listen 🎧 to the full episode now:
DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/GrclD1kOYW
Apple - https://t.co/YxbLdTQukW
Spotify - https://t.co/96MRfnFM1J

[Todd Anderson @TAnderson19]

New pod episode on The Credit Clubhouse - https://t.co/RGRwhPUioK

Back to Basics: The Core #MiddleMarket with Aaron Kless of Andalusian Credit Partners.

Thanks to Aaron for stopping by to discuss the middle market opportunity in #privatecredit, the importance #covenants, #sportsfinance as an asset class, #software, and much more.

Go @nyknicks !

Thanks to @9finHQ for their continued support of the show.

00:00 - Introducing Aaron Kless and The Credit Clubhouse episode
01:57 - The core middle market opportunity
05:10 - The growing importance of covenants in private credit
07:33 - Differentiating through sports finance as an asset class
13:04 - Navigating legislative uncertainty in collegiate sports finance
15:46 - Investing in media & entertainment's evolving landscape
19:54 - Assessing stress in software lending and consumer health
21:49 - Scaling credit with discipline
24:15 - Addressing misconceptions and educating private credit investors
27:14 - AI's impact on entrepreneurialism and middle market growth
29:53 - The need for a private credit terminology refresh
31:45 - Personal insights and future predictions for private credit
35:25 - Thank you for listening to The Credit Clubhouse

#podcast #lending #investing #assetbasedfinance #directlending #consumer #AI #media #entertainment #credit

Watch 📺 or listen 🎧 to the full episode now:
DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/7rwrYpekG2
Apple - https://t.co/3j3Z7PyvPO
Spotify - https://t.co/772MufNQud

[Todd Anderson @TAnderson19]

The Credit Clubhouse, subscribe, rate, review and share with friends. Check us out on Linktree - https://t.co/RGRwhPUioK

The evolution of #privatecredit is happening in real-time. #Directlending is no longer the driving force for the market. Kanav Kalia, Chief Sales & Marketing officer from Oxane Partners joined me on the show to talk about #privatecreditplus.

We discussed the growth and maturation of #Assetbasedfinance, #infrastructure, #structuredcredit, #realestate, and #fundfinance, all making up significant parts of private credit today.

Thank you to the Oxane Partners team for their support. You can also check out their Compass 2026 Report on Private Credit + - https://t.co/RfE0flFha2

00:00 – Welcoming Kanav Kalia of Oxane Partners to discuss the evolution of private credit markets.
01:30 – Why private credit feels different in 2026
03:00 – The Rise of “Private Credit Plus”
04:00 – What’s driving the expansion beyond direct lending
06:00 – Why asset-based finance is scaling fast
08:00 – Back to First Principles: it’s still lending
11:00 – Data, surveillance & operational complexity in private credit
14:30 – AI’s growing role across credit markets
18:00 – Real-world AI use cases for credit investors
22:00 – Banks, private credit & the new ecosystem
26:00 – Where investors are finding opportunity today
30:00 – The future of private credit infrastructure & technology

Thank you @9finHQ for the continued support of the show.

DealCatalyst #AI #artificialintelligence #lending #investing #podcast #credit

Watch 📺 or listen 🎧 to the full episode now:
DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/mNeGjD4nGo
Apple - https://t.co/1uCGFNMf9U
Spotify - https://t.co/B0Yt5sImpb

[Todd Anderson @TAnderson19]

The Credit Clubhouse - check out all platforms on our Linktree: https://t.co/RGRwhPUioK. Share with friends, family, and colleagues!

Last week we discussed #NAVloans going down market, this week we discuss #privatemarkets infrastructure with Khalil Hibri, Founder & Managing Partner, Tangible.

Tangible is helping to transform how #secondarymarkets work for #LPs, #GPs and #WealthManagers. They are helping bring #institutional liquidity solutions to #individualinvestors.

Thank you @9finHQ for your continued support of the pod.

00:01:31 — Introducing Tangible and the mission to democratize liquidity
00:02:10 — Why individual investors need secondary market access
00:05:15 — Bringing technology and standardization to private market transactions
00:08:10 — The rise of smaller NAV loans in private markets
00:10:00 — Building the operational infrastructure for NAV lending
00:13:00 — Liquidity demand across private equity, venture, and credit funds
00:17:00 — How embedded secondary markets reduce risk for NAV lenders
00:21:30 — Responsible use of NAV lending and market discipline
00:25:00 — Competitive price discovery and LP best execution
00:29:30 — Why LP transactions are moving toward digital platforms
00:33:30 — Overcoming the stigma around secondary sales and fund-level liquidity
00:40:30 — Career lessons, global experience, and final reflections

#privatecredit #privateequity #secondaries #investing #lending #fundfinance #podcast

Watch📺 or listen🎧 to our full conversation now. Find it on your favorite platforms:

DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/PCpIJywAEy
Apple - https://t.co/KkpVIVAt6y
Spotify - https://t.co/xgvm3MwlaR

[Todd Anderson @TAnderson19]

The Credit Clubhouse, subscribe, rate and review 📝.

#NAVlending has historically been used by #GPs at the larger scale. That is beginning to change, Tim Ivers, CEO, and Dan Nolan, Head of Origination at Warana Capital, LLC stopped by to talk about NAV lending heading down market.

We even talked a bit about Tim's passion for #fantasyfootball. I also encourage you to check out their NAV Lending Whitepaper, a really good piece of content for the market.

NAV Lending Whitepaper - Warana Capital LLC⁠ - https://t.co/CblS7dHydP

Thank you 9fin for your continued support of the pod, 🤗 .

00:00 – Introduction & the state of NAV lending
03:00 – NAV lending’s shift toward the middle market
07:00 – The evolution of NAV loan use cases
10:00 – A breakdown of buyout, venture, growth equity, infrastructure, and private credit strategies—and how underwriting differs across each.
14:00 – How documentation, loan structures, and lender expectations have matured as the market scales.
18:00 – Why early LP engagement and clearer governance around NAV facilities are becoming increasingly important.
22:00 – The operational realities of underwriting fund structures, collateral packages, and bespoke financing solutions.
26:00 – Capital calls, liquidity pressure & bridging solutions
30:00 – Regulatory risk, leverage levels & market hype
35:00 – Best practices for GPs + closing personal insights

#LP #buyout #venture #equity #infrastructure #capitalcalls #underwriting #lending #investing #secondaries #middlemarket

Watch 📺 or listen 🎧 to the full episode now -

DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/iWJXO8me5D
Apple - https://t.co/man5BMhiUw
Spotify - https://t.co/utDQGmq4YY

[Todd Anderson @TAnderson19]

Part III in The Credit Clubhouse live series.

Benchmarking #PrivateCredit with S&P Dow Jones Indices and Lincoln International.

Eszter Hauber, CAIA and Brian Garfield, ASA, CFA sat down with me in #Nashville to discuss their partnership, what it means for the #directlending market, #publicmarkets vs. #privatemarkets, #retailinvestors, and much more.

Thank you @9finHQ for your continued support.

00:00 - Kicking Off: Welcome to the Clubhouse and Guest Introductions
02:36 - Unpacking the S&P Lincoln U.S. Senior Debt Index: What It Is and Why Now
06:39 - Addressing Opacity: The Critical Need for Private Credit Benchmarking
09:58 - LP Reactions, Asset-Level Data, and the Index's Future Evolution
16:36 - Comparing Private and Public Markets: The Enduring Liquidity Premium
21:21 - The Democratization of Private Credit and Retail Investor Education
25:54 - Navigating Competing Benchmarks and Identifying the Market's Biggest Unlock
31:33 - Fun Facts, Future Predictions, and Podcast Conclusion

#LP #GP #investing #lending #podcast #liquidity

Watch 📺 or listen 🎧 to the full episode now:
DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/oDyPygVVQm
Apple - https://t.co/9mcjXiwUmx
Spotify - https://t.co/D9CJSOK5Ja

[Todd Anderson @TAnderson19]

Part II of The Credit Clubhouse live series.

#FundFinance has grown tremendously the last few years, with recent estimates having the market well north of $1 trillion.

#PrivateCredit firms like Monroe Capital LLC utilize fund finance to achieve a number of objectives. I sat down with Dina Kook, CFA, Head of Fund Finance at Monroe Capital to give a bit more context to the #borrowers POV.

#Liquidity, #leverage, #IRR, OH MY. Thank you Dina!

Thank you @9finHQ for your continued support.

Please share with your colleagues and friends, tell them to subscribe, rate, and review.

00:00 - Welcome to The Credit Clubhouse with Dina Kook of Monroe Capital
01:57 - Assessing today's borrower and lender fund finance market
06:00 - Dina Kook's lender-to-borrower insight and Monroe's differentiation
09:22 - Monroe Capital's core borrowing objectives and product utilization
13:17 - Increased LP transparency and diverse investor participation in fund finance
16:25 - The natural progression of fund finance market convergence
18:33 - The future of fund finance: non-banks, AI, and the human element
21:25 - Personal insights, hobbies, and a 12-month market prediction
25:09 - Thank you for listening to The Credit Clubhouse Podcast

#ABF #assetbasedfinance #lending #investing #GP #LP #AI #nonbank

Watch 📺 or listen 🎧 to ur full conversation now:

DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/eBNOFtAAvn
Apple - https://t.co/6PqbJpiJw3
Spotify - https://t.co/29hiHSWCWg

[Todd Anderson @TAnderson19]

The Credit Clubhouse took the the road a few weeks ago at The U.S. #PrivateCredit Industry Conference on #DirectLending by DealCatalyst and the LSTA.

This is our first episode in a three episode series that was recorded in #Nashville. Tom Quinn, Private Credit Reporter at 9fin joined me to discuss the negative headlines, the impact of #AI, why big #fraud cases are forcing changes to deal docs, and much more.

00:00 - Kicking off with market status and sponsor insights
02:35 - Unpacking private credit's crisis and investor responses
04:56 - Getting to know 9fin's private credit reporter
06:02 - Understanding redemption requests and semi-liquid funds
07:45 - Analyzing credit blow-ups and loosening of underwriting standards
12:00 - Exploring AI's uncertainty across tech and other industries
14:24 - How fraud cases are reshaping market standards and docs
19:43 - The push for transparency and secondary market challenges
22:52 - Uncovering overlooked issues and hidden distress in credit
26:34 - Predicting the next 3 - 4 years in private credit markets
28:44 - Quick takes and personal insights with Tom Quinn
31:06 - Wrapping up

Special thanks to Tom and @9finHQ for the continued support 🤝 .

#investing #lending #publicmarkets #secondarymarket #retailinvestor #semiliquidfunds #credit #underwriting #artificialintelligence

Watch 📺 or listen 🎧 to the full episode now:
DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/SkfW0R0zoM
Apple - https://t.co/VEFiAMeqxY
Spotify - https://t.co/yLUf5M45sc

[Todd Anderson @TAnderson19]

New episode of The Credit Clubhouse is out now, don't forget to subscribe, rate, and review. Check out the show on Linktree: https://t.co/BTOJYvzCJX.

Thank you @9finHQ for your continued support of the show 👏 .

#Credit markets are converging now more than ever before. Jeffrey Hobbs from @Voya Investment Management stopped by to discuss why this convergence is happening, the growing influence of #insurance capital, some great #collegefootball talk, and much more.

00:00 – Welcome to The Credit Clubhouse
01:30 – Setting the stage: credit markets today
04:30 – Meet Jeff Hobbs & Voya’s perspective
07:30 – What convergence means across public and private markets
10:30 – Blurring lines: public vs. private credit
13:30 – Why ABF is becoming a core allocation, not a niche
16:30 – Where investors are finding yield and inefficiencies
19:30 – How insurance balance sheets are reshaping demand
22:30 – Structuring complexity & innovation
25:30 – Understanding duration, lock-ups, and investor expectations
28:30 – Where risks are building—and how managers are navigating them
32:00 – Scaling platforms in a competitive landscape
36:00 – Opportunities ahead in credit markets
40:00 – Common misconceptions in private and alternative credit
44:00 – Final Thoughts: The Future of Credit

#privatecredit #fixedincome #alternatives #yield #investing #lending #assetbasedfinance #ABF #ABS #fundfinance #structuredcredit

Watch 📺 or listen 🎧 to the full episode now:
DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/Ltvk5qSAxa
Apple - https://t.co/F4QQ8dc1nR
Spotify - https://t.co/kNrQGy9bH2

[Todd Anderson @TAnderson19]

New episode of The Credit Clubhouse is out now, don't forget to subscribe, rate, and review. Check out the show's Linktree: https://t.co/RGRwhPUioK

Thank you @9finHQ for your continued support of the show 👏 .

Transparency is coming to #PrivateCredit.

Tod Trabocco, CFA from StepStone Group, and Nino Nicotra from Kroll recently stopped by The Credit Clubhouse to discuss Kroll StepStone Private Credit Benchmark.

We talked about faster decision making, greater transparency, #GP buy-in, and more.

00:00 - Kroll and StepStone leaders join The Credit Clubhouse
03:36 - Unveiling the Kroll StepStone Private Credit Benchmark's purpose
06:47 - Empowering GPs and LPs with Data-Driven Market Insights
11:04 - GPs embrace market transparency
13:36 - Private credit's structural soundness
18:49 - The Kroll StepStone Benchmark: a game-changing innovation
25:02 - Identifying key unlocks and defining private credit terminology
27:45 - Personal insights and future outlook
31:53 - Thank you, and discover more from DealCatalyst

#LP #podcast #privatemarkets #publicmarkets #data

Watch 📺 or listen to the full episode now -
DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/5px41LulQO
Apple - https://t.co/QtQ4S2fNJo
Spotify - https://t.co/JN00mTtLjK

[Todd Anderson @TAnderson19]

💥 New #podcast - #StructuredCapital in Focus: Flexibility in a Changing Market with Patrick Turner of VSS Capital Partners 💥

Patrick dropped by the pod to discuss how structured capital differs from traditional #lending, why flexible #capital is increasingly important to sponsors, and much more.

Thank you to 9fin for your continued support.

00:00 – Welcome to the Credit Clubhouse, show setup, and listener promotion.
02:45 – Background on Patrick Turner and the firm’s history in structured capital.
05:30 – What structured capital means in practice and how it differs from traditional lending.
08:15 – How the market has developed and where structured solutions fit.
11:00 – Why flexible capital solutions are increasingly important for sponsors.
13:45 – Use Cases & Deal Structures
16:30 – How VSS approaches underwriting, risk, and capital preservation.
19:15 – Discussion of today’s credit conditions, volatility, and opportunity set.
22:00 – Investor Demand & Capital Flows
25:30 – Outlook for Structured Capital & Closing Thoughts

#riskmanagement #underwriting #privatecredit #privateequity #credit

Listen 🎧 or watch 📺 the full episode now:
DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/AD7vmY5aKf
Apple - https://t.co/KnKkPM5Axy
Spotify - https://t.co/1qT3AE4ulc

[Todd Anderson @TAnderson19]

💥 The Credit Clubhouse - Filling the #Credit Gap: #ABF & the #LowerMiddleMarket with Clark Briner at Revere Capital 💥

Clark stopped by the clubhouse to discuss the gaps he saw in the middle market when founding Revere Capital, the growth of #specialtyfinance, the #privatecredit market, and much more.

Thank you to @9finHQ for their continued support.

00:00 - The Credit Clubhouse: Welcome and Clark Briner Introduction
01:55 - Founding Revere Capital: Addressing Lower Middle Market Gaps
05:07 - The Evolving Definition of the Lower Middle Market
06:45 - Lessons from 20 Years: Structure Matters in Lending
08:14 - Revere Capital's Discipline: Avoiding Style Drift
09:54 - Navigating Liquidity, Duration, and LP Education Gaps
12:50 - Exploring Mispriced Opportunities in Specialty Finance
14:16 - Prioritizing Structural Alpha Over Cyclical Opportunities
15:17 - Understanding Direct Lending's Impact on Asset-Backed Finance
17:29 - LP Shift to Risk and Credit Market Convergence
19:47 - Leveraging Data and AI for Scaling Credit Platforms
22:54 - Investment Pitfalls: Avoiding Market Bailout Reliance
24:17 - Hobby, Superpower, and a Must-Read Negotiation Book
25:59 - The Significant Economic Impact of Non-Bank Lenders
27:25 - Clark Briner's Prediction for the Next 12 Months
28:17 - Thank You for Listening to The Credit Clubhouse

#structuredcredit #lending #investing #LP #GP #assetbackedfinance

Watch 📺 or listen 🎧 to the full episode now:
DealCatalyst - https://t.co/D8nUJhxD8t
YouTube - https://t.co/Jui4oIasc1
Apple - https://t.co/8hmwWpJVVD
Spotify - https://t.co/0EKggRSxnA

[Todd Anderson @TAnderson19]

💥The Credit Clubhouse - E57 - Navigating #Liquidity in #PrivateEquity with Yann Robard of Dawson Partners 💥

From the Mexican Furniture Store to Dawson Partners, we covered Yann's journey. We also discussed the journey of #privatemarkets, #secondaries, #privatecredit, and much more.

Thanks for stopping by The Credit Clubhouse Yann. You can follow the show on all major platforms: https://t.co/RGRwhPUioK

This episode was brought to you by 9fin. To sign up for a demo with 9fin please visit https://t.co/ETezyXR9yS to request a 30-minute personalised demonstration.

00:00:11 – Welcome to the Credit Clubhouse with Yann Robard
00:00:46 – Yann’s Journey: From CPPIB to Founding Dawson Partners
00:02:05 – The Idea Behind Dawson: Better Liquidity Solutions for Private Equity
00:03:54 – Dawson Today & How Private Markets Have Evolved
00:04:18 – Dawson’s Four Pillars: Tech, Innovation, Scale & Culture
00:08:36 – Maintaining Culture While Scaling to 250 People
00:14:09 – Private Equity Outlook: Performance, Challenges & Governance Edge
00:21:52 – Private Equity vs Private Credit & The Rise of Secondaries
00:28:56 – GP-Led Continuation Vehicles & Future of Secondaries
00:34:31 – Fun Wrap-Up: Hobbies, Surprises & Biggest Opportunities Ahead

#GP #LP #continuationvehicles #technology #AI #culture #podcast

Watch 📺 or listen 🎧 to the full episode now:

DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/CiPr0Ib8AL
Apple - https://t.co/5MP5wBluD7
Spotify - https://t.co/r7I54UTVaT

[Todd Anderson @TAnderson19]

💥 The Credit Clubhouse - E56 - Trust but Verify: Fraud & Counterparty Risk with Fulcrum Diligence Ltd 💥

#FirstBrands took up a lot of oxygen in the #PrivateCredit market the last year, I recently sat down with Russell C. and James Devey from Fulcrum Intelligence to discuss what went wrong, and how can firms do deeper due diligence on counterparties.

Thank you to 9fin for your continued support of the podcast. To sign up for a demo with 9fin please visit https://t.co/ETezyXR9yS to request a 30-minute personalised demonstration.

00:00 - Kicking Off: Welcome to The Credit Clubhouse & Sponsor Messages
01:31 - Russell Corn on Founding Fulcrum Diligence and Objective Research
05:38 - James Devey Details the Patrick James First Brands Investigation
13:28 - Why Private Credit Funds Miss Red Flags in Due Diligence
20:03 - Balancing Privacy and Transparency in Commercial Dealings
26:43 - Why Traditional Due Diligence Often Fails to Uncover Fraud
35:44 - The Double-Edged Sword of AI in Due Diligence Investigations
41:59 - How Uncovering Fraud Shapes Private Credit Markets
44:25 - Guests Share Personal Insights and Final Predictions

#podcast #duediligence #fraud #lending #investing #AI #structuredcredit

Listen 🎧 or watch 📺 the full episode now:
DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/XleOyC1JLo
Apple - https://t.co/39XHkUM1Ac
Spotify - https://t.co/V1mwzpwp1Z

[Todd Anderson @TAnderson19]

💥 The Credit Clubhouse - E54: A No Good Very Bad Week for #DirectLending 💥

I take a look at the week that was in #PrivateCredit, why #retailinvestors are slowing their allocations to direct lenders, #AI's continued impact on markets, and more.

Thank you to @9finHQ for your continued support of the #podcast. Don't forget to rate and review the show.

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

#assetbasedfinance #ABF #fundfinance #investing #lending #privatemarkets #artificialintelligence

Watch 📺 or listen 🎧 to the full episode now:
DealCatalyst - https://t.co/D8nUJhxD8t
YouTube - https://t.co/aoh8kZXC81
Apple - https://t.co/cESzaX6sQ1
Spotify - https://t.co/jZi5kVxmnR

[Todd Anderson @TAnderson19]

💥The Credit Clubhouse: New Episode Alert💥

E53: Everything Is a Portfolio: #AssetBasedFinance with Joel Holsinger of @ares_management

Thank you for stopping by The Credit Clubhouse, Joel. It was great to talk through the maturation of #ABF, the massive growth within #fundfinance, and Promote Giving.

Special thanks to @9finHQ, our podcast sponsor. Head to https://t.co/ETezyXR9yS to request a 30-minute personalised demonstration.

00:00 - The Credit Clubhouse: Episode Introduction and Sponsor Spotlight
01:31 - Joel Holsinger Defines Asset-Based Finance at Ares
02:16 - Joel Holsinger's Core Definition of Asset-Based Finance
03:18 - Key Drivers Behind Asset-Based Finance's Institutional Embrace
06:44 - Attracting LPs: Insurance and Non-Insurance Capital in ABF
10:20 - Trade-offs Between Captive and Flexible Investment Approaches
12:57 - Good and Bad Innovations in Fund Structures and Market Risks
18:16 - Viewing Fund Finance as a Sub-Segment of Asset-Based Finance
22:15 - The Expansion of NAV Lending and Secondary Market Liquidity
26:11 - Why Markets Are More Resilient: Less Systematic Risk Today
32:09 - Joel Holsinger's Personal Journey to Promote Giving
35:31 - Ares' Initiative: Compounding Purpose Through Philanthropy
40:05 - Joel Holsinger's Sports, Hobbies, and Life Philosophy
42:28 - Market Prediction and Strong Skepticism on Cryptocurrency Value
45:29 - Thank You for Listening to The Credit Clubhouse Podcast

#insurance #LPs #NAVlending #secondaries #liquidity #crypto #podcast #structuredcredit

Watch 📺 or listen 🎧 to the full episode now: DealCatalyst - https://t.co/D8nUJhx5iV
YouTube - https://t.co/1rkrgi7WqT
Apple - https://t.co/iKrZC7v9kY
Spotify - https://t.co/gxPKKxu46A

[Todd Anderson @TAnderson19]

"We're set up in a way where underlying platforms can feed tapes directly into Värde systems, and then our team of data scientists basically takes all that data and puts it into formats that are very consumable.”

Missy Dolski on the latest episode of The Credit Clubhouse discussing the role #datascience plays for Värde Partners's #assetbasedfinance platform.

00:00 - Welcome, Sponsor Message, and Guest Introduction
01:58 - Värde's ABF Evolution, Verticals, and Middle Market Focus
06:53 - Identifying Compelling Segments and Sourcing ABF Opportunities
09:35 - Fund Finance: Rapid Evolution to Standalone Sector
13:15 - Data Science to Avoid ABF Pitfalls and Fraud
18:37 - Blending of Bank and Non-Bank Fund Finance
23:22 - LP Adoption, Questions, and Current ABF Trends
27:47 - Missy Dolski's Rapid Fire Insights and Personal Favorites
31:13 - Thank You for Listening to The Credit Clubhouse

#privatecredit #podcast #structuredcredit #consumerlending #smallbusinesslending #middlemarket #GP #LP

Watch 📺 or listen 🎧 now:
DealCatalyst: https://t.co/D8nUJhx5iV
YouTube: https://t.co/M17B5YXCoK
Apple: https://t.co/vvnxZV63KX
Spotify: https://t.co/Kxw9dxxBkt