The Credit Clubhouse

• E29: Educating Specialty Lenders on Scalable Debt, with Rob McGregor of Coromandel Capital

  00:00 - Understanding Coromandel's niche in the current market.04:47 - Optimizing capital stacks and fintech's evolving role.11:24 - Navigating chaos: Coromandel's founding story.15:11 - Avoiding common pitfalls for early-stage venture-backed companies.20:38 - Identifying credit gaps in small business and consumer lending.25:52 - Educating LPs and the rise of co-investing in private credit.31:50 - Leveraging technology and AI for scalable niche lending.37:08 - Could AI disrupt relationship-based, smaller check lending?39:47 - Where Coromandel sees the most compelling future opportunities.43:43 - Rob's sports fandom and a surprising personal fact.45:52 - A powerful book recommendation and the joy of entrepreneurship.48:59 - A prediction for the next 12 months and podcast wrap-up.Rob McGregor, Managing Partner, Investments, Coromandel Capital - https://www.linkedin.com/in/robertmcgregor/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

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• E28 - Goal-Oriented solutions for LPs and GPs with Michael Hacker at Carlyle AlpInvest

  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 Michael Hacker, Managing Director, Partner, and Global Head of Portfolio Finance at Carlyle AlpInvest.Key topics covered:Carlyle AlpInvest's solutions for investorsHow the firm works with GPs to drive operational value in portfolio companiesRisk and evaluation of secondary and primary commitmentsManaging liquidity in an uncertain macroeconomic environmentThe key drivers behind the growth of portfolio financeThe evolution of co-investmentsThe most compelling opportunities in secondaries todayThe growing opportunity in structured solutionsAnd much more...Michael Hacker, Managing Director, Partner and Global Head of Portfolio Finance, Carlyle AlpInvest - https://www.linkedin.com/in/michaelhacker/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

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• E27: Private Credit Keeps Rolling Amid Uncertainty with Michael Ewald from Bain Capital

  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 Michael Ewald, Partner, Global Head of the Private Credit Group, Bain Capital.Key topics covered:The Impact of Volatility on the competitive dynamics of private credit.Deal activity amid macro uncertainty.The most resilient sectors in today's environment.Assessing recession risk when underwriting new deals.Sponsored vs. non-sponsored deal dynamicThe growth of private credit globallyNewer entrants to private credit and the impact on deal termsStructural innovationsBalancing yield versus credit quality in today’s market?Increasing demand for evergreen or open-ended private credit structuresConsolidation in private credit Joint venture arrangements with banksAnd much more...Michael Ewald, Partner, Global Head of the Private Credit Group, Bain Capital - https://www.linkedin.com/in/michael-ewald-2617b98/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

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• 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 & underwritingFinding 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 activityAI’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/

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• 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 groundAnd 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/

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