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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33:08
E36: The Future of College Football with Stewart Mandel of The Athletic
00:00 - Kicking off with Stewart Mandel and The Athletic's mission02:18 - How NIL and transfers are reshaping college football04:42 - The legal and financial ramifications of NIL beyond football08:31 - The financial challenges and governance of college football11:58 - The future: private equity and a college football super league17:01 - Stewart Mandel's concerns and Congress's role in college sports20:52 - Stewart Mandel's hobbies, books, and championship forecast25:12 - Thank you and exclusive listener offerStewart Mandel, Editor-in-Chief of The Athletic's College Football Coverage - https://x.com/slmandel Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
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25:55
E35: Fixed Income Investing - the Best of Times and the Worst of Times with Edwin Wilches at PGIM
00:00 - Navigating Macro Uncertainty in Fixed Income Investing04:51 - Blurring Lines Between Public and Private Markets10:41 - PGIM's Strategy for Differentiated Securitized Investing16:27 - Evolving Investor Appetite and European Market Expansion23:14 - Structural Shifts Driving Asset-Backed Finance Demand27:49 - Evolving Ways Clients Consume Securitized Assets32:09 - Should Retail Investors Access Private Credit Assets?35:42 - Capital Concentration and Future Outperforming Sectors41:25 - Personal Insights and Career Motivations with Edwin45:04 - Edwin's Market Outlook and Episode Wrap-upEdwin Wilches, CFA, Managing Director and Co-Head of Securitized Products, PGIM - https://www.linkedin.com/in/edwinwilches/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
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48:25
E34: The Evolution & Convergence of Structured and Asset Based Credit with Chris Hentemann at 400 Capital Management
00:00: Welcome, Guest, and Defining Asset-Backed Finance04:13: How Credit Markets Evolved After the Financial Crisis11:09: Inside 400 Capital Management's Specialized Credit Strategy16:01: Driving Factors for Institutional Interest in Credit Markets21:18: Achieving Identifiable Alpha Through Problem-Solving in Credit24:48: Analyzing Distressed Situations and Market Corrections in Credit31:47: Navigating Opportunities and Risks in Commercial Real Estate40:06: Key Trends Shaping Structured Credit Investing's Future43:43: Chris Hentemann's Hobbies, Books, and Client ConnectionsChris Hentemann, Managing Partner & Chief Investment Officer, 400 Capital Management - https://www.linkedin.com/in/chris-hentemann/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
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49:45
The Credit Clubhouse - E33 - Capital and Excitement Flows to Dubai
00:00 - Discovering Dubai's Emergence as a Global Capital Hub03:30 - How the Middle East is Rebalancing Global Capital Flows06:31 - Rapid Rise of Sophisticated Middle East Investors12:35 - The DIFC's Role in Shaping Regulatory Frameworks17:02 - Anticipating Future Market Evolution and Final ReflectionsTodd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
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 deals are in the details!
UK