The Credit Clubhouse

• E41 - Private Credit Angst and ABF Momentum

  00:00 - Welcome to the Clubhouse and Exclusive Conference Offer03:33 - Credit Fund Capital, Securitization, and LP Support in ABF07:21 - Upcoming DealCatalyst Events and ABF Survey Insights09:40 - Adding Sports Content and Community Engagement to the Show11:45 - Examining Mark Rowan's Four Myths About Private Credit18:09 - Stress Tests, Investor Confidence, and Market Momentum21:40 - Looking Ahead to 2026 and Final Conference OfferPrivate-Credit Fears Are Based on Four Myths - https://www.bloomberg.com/opinion/articles/2025-12-03/private-credit-is-safe-and-makes-the-financial-system-strongerMubadala Backs Private Credit Bets After Plowing in $20 Billion - https://www.bloomberg.com/news/articles/2025-12-04/mubadala-backs-private-credit-bets-after-plowing-in-20-billionBank of England launches stress test of private equity and credit - https://www.reuters.com/sustainability/boards-policy-regulation/bank-england-launches-stress-test-private-equity-private-credit-industries-2025-12-04/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

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• E40: Private Markets are Booming in Ireland with Kevin Canning, CEO, Quintas Capital

  00:00 - Exploring the Booming Private Credit Market in Ireland02:35 - Ireland's Shifting Landscape: Public Struggles, Private Boom05:01 - Quintus Capital's Mid-Market Niche and Growth Strategy09:46 - Navigating Deal Sourcing and PE Sponsors in Ireland13:49 - International Expansion and Ireland's Macroeconomic Stability18:46 - Assessing Risk, Identifying Growth Sectors, and ESG Trends24:48 - AI's Impact, LP Misconceptions, and Irish Wealth Retention30:39 - Ireland's Data Center Boom and Kevin Canning's Personal SideKevin Canning, CEO, Quintas Capital - https://www.linkedin.com/in/kevincanning1/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

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• E39: The Merging of Public & Private Markets with Brad Foster at Bloomberg

  00:00 - Exploring the Blurring Lines of Public and Private Markets03:30 - Brad Foster's Role and the Language of Private Markets06:48 - Understanding the Growth and Appeal of Private Direct Lending09:27 - What Borrowers Value in Private Capital and the Investment Grade Shift12:09 - LP Capital Allocation and Bloomberg's Technology in Private Markets16:03 - Balancing Market Transparency, Confidentiality, and Retail Investor Access20:55 - Addressing Market Fragmentation and the Future of Secondary Markets25:51 - Personal Insights, Future Predictions, and Episode ConclusionBrad Foster, Head of Fixed Income & Private Markets, Bloomberg - https://www.linkedin.com/in/brad-foster-437799ba/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

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• E38: Beyond the Double Pledge: Setting a New Standard for Trust with Stuart Wall of Setpoint

  This episode is brought to you in partnership with Setpoint, the operating system for capital markets.01:15 - First Brands and Tricolor failures and what they reveal about the ABF market today05:08 - Setpoint overview and solving the analog backend07:03 - What is double pledging, and what happened with First Brands and Tricolor08:57 - Information accessibility between public and private markets12:15 - Launching Setpoint Pledge Check14:48 - The importance of having an independent third party for verification of assets17:22 - Can double pledging be eliminated?20:28 - Solving the complex workflows in ABF and moving on from Excel22:03 - How a private credit ecosystem can become healthy and transparent in the next five years24:01 - Stuart's entrepreneurship journey and the joy in building new products 26:53 - Fun rapid fire questions and wrap upStuart Wall, CEO & Co-Founder, Setpoint - https://www.linkedin.com/in/stuartwall/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

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• E37: Fund Finance as a Permanent Asset Class with Doug Cruikshank at Hark Capital

  00:00 - The Rapid Growth of Fund Finance as a Permanent Asset Class02:34 - From Niche Product to Permanent Asset Class: A Decade of Change04:58 - Founding Hark Capital: Solving Post-GFC Equity Problems in the Lower Middle Market08:06 - Navigating 'Bad Press': How NAV Lending Gained LP Acceptance and Clarity12:15 - Excitement and Concerns: The Future Landscape of Fund Finance16:33 - Exploring Underdeveloped Niches and Creative Structural Innovations in Fund Finance22:45 - The Leap of Faith: Lessons Learned from an Entrepreneurial Journey26:28 - From AI Poetry to Market Forecasts: Doug's Personal Reflections and 2024 PredictionDoug Cruikshank, Managing Partner & Founder, Hark Capital - https://www.linkedin.com/in/doug-cruikshank-hark/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

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