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Cloud 9fin

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Aug 18, 2022 • 20min

Equities, inflation and the LBO backlog, with John Fraser of Tikehau Capital

It's been a weird summer: equities have rebounded and there's been some good news on inflation, but with rates still extremely high and a big LBO backlog the outlook for credit is unclear. How are portfolio managers and CLO issuers approaching this market? Bill Weisbrod dials up John Fraser, head of global structured credit at Tikehau Capital, for answers.
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Aug 11, 2022 • 24min

Victoria Plc, investor pushback, Ekaterra ESG issues

The 9fin content and analytics team wraps up the week's activity and co-heads of European loans research Jainisha Amin and Christine Tognoli discuss which terms investors are pushing back on and which ones they should be pushing back on more. Loans reporter Kat Hidalgo talks ESG issues on the Ekaterra deal floating about the levfin market with ESG analyst Jack David and editor Chris Haffenden does a deep dive on the issues facing flooring company Victoria Plc.0:00 - Intro0:46 - Levfin Wrap1:08 - Covenant close-up: Most/least pushed back terms7:28 - Please raise responsibly: Ekaterra ESG issues13:05 - Deep discussion: Victoria Plc.
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Aug 4, 2022 • 24min

The talent wars, with credit recruiter Sasha Jensen

How do you stay ahead in the war for talent and make sure you're building a diverse team? We have questions, and Sasha Jensen — founder of credit recruitment firm Jensen Partners — has answers.
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Jul 28, 2022 • 19min

Underwriting, US v European documentation, greenium

The 9fin content and analytics team wraps up the week's activity, co-heads of European loans research Jainisha Amin and Christine Tognoli discuss where lenders get better documentation between Europe and the US. ESG analyst Jack David also speaks about whether there is an observable greenium in sustainability-linked instruments and loans reporter Kat Hidalgo and senior reporter Owen Sanderson discuss how banks are shifting their approach to underwriting.0:00 - Intro0:52  - Levfin Wrap2:16 - Documentation in US v Europe6:16 - Please raise responsibly: Greenium8:27 - Deep discussion: Underwriting approach shifts
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Jul 21, 2022 • 16min

The primary slowdown, with Kris Ring of Goodwin Procter

We're back to outside guests this week, as 9fin's US editor Will Caiger-Smith dials up Kris Ring, a debt finance partner at Goodwin Procter on the West Coast. With primary issuance so slow, what are lawyers and sponsors working on these days?
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Jul 14, 2022 • 23min

Direct lending, 888 docs, SLB regulation

The 9fin content and analytics team wraps up the week's activity, co-head of European loans research Christine Tognoli talks about changes seen on 888 and what they mean for the market. ESG analyst Jack David also speaks about SLB regulation and loans reporter Kat Hidalgo and distressed debt reporter Lara Gibson review deals linked with direct lenders and discusses the direct lending firms' continued incursion into LevFin.0:00 - Intro0:49  - Levfin Wrap2:53 - 888 docs changes9:37 - Please raise responsibly: SLB regulation13:27 - Deep discussion: Direct lending
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Jul 7, 2022 • 16min

The rumble in the refi jungle

The cost of refinancing gets higher and higher almost every day. This week, Will Caiger-Smith sits down with David Bell, 9fin's new US deputy editor, to discuss what's in store for companies that missed last year's rock-bottom rates.
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Jul 1, 2022 • 30min

Food inflation, docs changes, Orpea ESG issues

The 9fin content and analytics team wraps up the week's activity, senior covenant analyst Brian Dearing and legal analyst Alice Holian discuss some new tools out on 9fin, as well as a report the legal team published on docs changes, and ESG analyst Daniel Power talk ESG issues surrounding French care home operator Orpea. Editor Chris Haffenden and loans reporter Laura Thompson speak about food inflation and some of the issues various credits in the food products sector are currently facing.0:00 - Intro0:51  - Levfin Wrap1:47 - Covenant close-up: Docs changes10:59 - Please raise responsibly: Orpea ESG issues17:30 - Deep discussion: Food inflation
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Jun 23, 2022 • 13min

From LBO to LB-no

If you're an investment bank, the leveraged buyout market is a dangerous place these days. This week, US editor Will Caiger-Smith brings 9fin's CEO Steven Hunter to the studio to discuss how financing buyouts became such a pain for Wall Street dealmakers — and who stands to benefit.
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Jun 17, 2022 • 21min

Global ABS Wrap Up

In this special episode the Cloud9fin team discusses their experience of the Global ABS conference in Barcelona, speaks to delegates and gives you a special look into a panel discussion from the event.

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