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Cloud 9fin

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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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Jun 9, 2022 • 13min

Maxar Technologies and Ukraine

Cloud 9fin goes for the W, as US editor Will Caiger-Smith dials up reporter William Hoffman to talk about Maxar Technologies. The satellite imaging company has been all over the news with its wartime images of Ukraine — has its credit profile caught up with this newfound fame?
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Jun 1, 2022 • 16min

Laboratoire X.O, restricted subsidiaries, ESG webinar

The 9fin content and analytics team wraps up the week's activity, head of covenant research Caitlin Carey discusses why not all restricted subsidiaries are created equal and we discuss 9fin's 23 June webinar: "Diving into Sustainability-Linked Deal Terms." Distressed debt reporter Bianca Boorer also takes us through the fight between Novalpina agent BRG and lender Ares Management for Laboratoire X.O.0:00 - Intro0:53  - Levfin Wrap2:55 - Covenant close-up: Restricted subsidiaries7:10 - Please raise responsibly: Diving into Sustainability-Linked Deal Terms, a webinar09:30 - Deep discussion: Laboratoire X.O
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May 26, 2022 • 22min

Tech troubles, with John McClain of Brandywine Global

Tech is selling off and laying off, retail earnings are down, the Twitter debacle is rumbling on — what does all this mean for leveraged finance? This week, 9fin's US editor Will Caiger-Smith dials up John McClain of Brandywine Global to digest the past two weeks.
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May 19, 2022 • 20min

Financing football, restricted group, creative KPIs

The 9fin content and analytics team wraps up the week's activity, head of covenant research Caitlin Carey walks us through the restricted group concept and credit analyst Josh Latham discusses creative KPIs using rhino bonds as an example and analyses possible creative KPIs for Unilever Tea. Senior reporter Owen Sanderson also talks the recent LaLiga financing with loans reporter Kat Hidalgo.0:00 - Intro0:56  - Levfin Wrap2:17 - Covenant close-up: Restricted Group Concept7:37 - Please raise responsibly: Creative KPIs (Rhino bonds, Unilever Tea)12:13 - Deep discussion: Football Financing (LaLiga)
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May 12, 2022 • 23min

The price isn't right, with Frank Ossino of Newfleet Asset Management

9fin's US editor Will Caiger-Smith chats with Frank Ossino of Newfleet Asset Management about recent market volatility, the impact of monetary policy on leveraged loans, and how the rising cost of issuance could affect struggling borrowers.

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