The Credit Clubhouse

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/

00:00 - The Credit Clubhouse Welcomes You and Launches "Inside the Spread"
03:44 - A Troubled History: The Host's Buffalo Bills Playoff Agony
06:21 - Examining Global Regulatory Scrutiny on the Private Credit Market
13:21 - Strong Fundraising and the Rise of Evergreen Private Credit Funds
18:39 - Exploring Private Credit Growth in Asia, Middle East, and Secondaries
22:21 - Don't Miss Out: Final Conference Reminders and Go Bills!

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

00:00 - New Year Greetings and The Credit Clubhouse Growth
02:33 - Analyzing 2025's Up and Down Private Credit Markets
05:09 - How Banks Partner with Private Credit, Not Compete
09:14 - The AI Boom and Big Tech's Growing Debt Ratios
15:36 - Prioritizing Risk Management and Selective Deal Making in 2026
17:37 - Why BDCs Face Headwinds and Investor Expectation Resets
20:22 - The Growing Appeal of Asset-Based Finance Opportunities
24:13 - Host's Closing Thoughts and Exclusive Listener Offer

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

00:00 - Clarifying GP Finance and its Role in Fund Management03:17 - Exploring Motivations and Capital Alternatives for GP Financing07:42 - How Crescent Capital Navigates Compelling Market Dynamics13:10 - Identifying the Ideal Target Sponsor for Crescent Capital16:05 - Understanding GP Financing Collateral and Bilateral Deal Structures19:43 - Expanding GP Finance to Other Funds and Crescent's Unique Advantage23:09 - Exploring Innovative Structures and the Evolving GP Finance Market25:17 - Anticipating the Future Evolution and Potential Impediments in GP Finance29:35 - Getting to Know Greg Hardiman with Rapid Fire Fun Questions32:03 - Don't Miss Out: Episode Wrap-up and Exclusive Listener Offer

Greg Hardiman, GP-LP Solutions, Crescent Capital - https://www.linkedin.com/in/gregory-hardiman/

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