The Credit Clubhouse

This episode is presented by 9fin. The AI-native platform for modern credit teams.

Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.

Michael Haynes, Head of Private Credit, Beach Point Capital Management - https://www.linkedin.com/in/michael-haynes-9550b295/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

This episode is presented by 9fin. The AI-native platform for modern credit teams.

Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.

00:00 - Welcome to the Clubhouse: Understanding Crypto and DeFi
02:43 - Demystifying Crypto and DeFi: Settlement Layers and Applications
07:56 - Why the World is Moving to a Stablecoin Economy
10:39 - Overcoming Hurdles: Adoption, Intermediaries, and Singleness of Money
19:22 - Institutional Interest Drives On-Chain Credit Expansion
24:12 - Real-World Applications: Stablecoins for Payments and Settlement
30:48 - Boom, Bust, and Beyond: Crypto's Generational Shift
36:18 - Rule Enforcement and System Competition in DeFi
40:48 - Connecting Blockchains: Interoperability, Security, and AI's Role
45:26 - Adrian's Hobbies, Book, and Future Predictions

Adrian Cachinero Vasiljevic , co-founder of Steakhouse Financial - https://www.linkedin.com/in/adriancachinero/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

Sign up for the Credit Crunch Blog - https://www.creditcrunch.blog/

00:00 - Welcome to the Clubhouse: Private Credit's Current State
02:58 - Why Big Funds Still Rule Private Credit Fundraising
06:56 - KSL's Niche: Capitalizing on the K-Shaped Economy
15:08 - From Evergreen Funds to 401Ks: Expanding Private Market Access
21:35 - Why Investors are Shifting from Private Equity to Credit
26:43 - Howard Marks' Warning: Is AI Creating a New Bubble?
31:05 - Market Bifurcation: Consolidation and the Future of Credit

Nick Smith, Portfolio Manager, Claret Capital Partners
https://www.linkedin.com/in/nick-smith01/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - Kicking Off the New Year with Michael Nowakowski of Conning
01:21 - Assessing the Current State of Structured Credit Markets Today
03:38 - Uncovering Potential Red Flags in Today's Structured Credit Market
05:44 - How Private Debt is Reshaping Structured Credit Deal Terms
08:43 - Michael Nowakowski Details Conning's Structured Credit Focus
10:15 - The Rise of New Issuers in Digital Infrastructure Securitization
11:52 - Exploring the Blending of Public and Private Capital in Deals
14:01 - Why Esoteric Asset Classes Offer Appealing Opportunities Today
17:25 - Navigating the Risks and Caution in Data Center Investments
22:54 - Discovering Value in Other Structured Credit Asset Classes
25:22How Clients React to Major Market News and Policy Changes
27:35 - Michael's Hobbies, Book Picks, and a Bold Market Prediction
31:24 - Don't Miss Out: Exclusive Conference Offer for Listeners

Michael Nowakowski, Head of Structured Products, Conning - https://www.linkedin.com/in/michael-nowakowski09/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

If you have not yet taken the DealCatalyst Fund Finance Survey, please do so here. We welcome your input.

00:00 - Navigating Private Credit: Inside the Spread Volume 2
02:55 - EQT Acquisition and Global Rebalancing Fuel Secondaries Growth
09:59 - Blue-Chip Firms Dominate Private Credit Fundraising Landscape
13:41 - The Rise of Evergreen and Interval Funds in Private Credit
19:07 - Stay Tuned for New Guests and Podcast Segments
19:54 - Direct Lending Market Poised for Trillions in Growth
23:40 - Regulatory Easing and Bank Competition in Private Credit
28:18 - The Existential Challenge of Fintech Profitability and Scale
31:56 - Thank You and Final Podcast Announcements

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/