Cloud 9fin

How do you go from working from one of the world's biggest advocates for ESG investing to joining a firm that thinks ESG is a scam? Our US editor Will Caiger-Smith talks to Matt Cole, a former CalPERS portfolio manager who recently moved to Strive Asset Management — the "anti-woke" investment firm that wants to compete with the likes of BlackRock and Vanguard.

Special bonus episode of Cloud 9fin, the leveraged finance podcast. Co-head of European HY covenant research Caitlin Carey discusses bond docs on the Citrix debt financing.

The 9fin content and analytics team wraps up the week's activity. Speakers from the Investors Conference on UK Mortgage Finance go into detail on mortgage regulation, impacting levfin issuers like Miller Homes and Keepmoat. ESG analyst Sammy Cole breaks down Ford's new green bond and loans reporters Kat Hidalgo and Michal Skypala talk trends in Q2 earnings. 0:00 - Intro0:48 - Levfin Wrap1:59 - Mortgage regulation panel6:24 - Please raise responsibly: Ford green bond12:16 - Deep discussion: Q2 earnings

Labor Day beckons, which means it's nearly the end of summer — and it's been a weird one. As we try to make sense of yet another strange post-Covid season for credit markets, our US editor Will Caiger-Smith sits down with Jeremy Burton of PineBridge Investments to discuss the Fed, the LBO market and second quarter earnings.

The 9fin content and analytics team wraps up the week's activity, co-head of European HY research Brian Dearing and credit analyst Nathan Mitchell discuss trends in redemption mechanics and distressed analyst Emmet McNally tells loans reporter Kat Hidalgo all about the issues facing domestic appliances manufacturer PDA.0:00 - Intro1:03 - Levfin Wrap1:38 - Covenant close-up: Redemption mechanics trends11:47 - Deep discussion: PDA

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.

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.

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.

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

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?