Cloud 9fin
9fin
Leveraged finance, distressed debt, and private credit drive today’s markets. Cloud 9fin delivers expert insights on high-yield bonds, syndicated loans, direct lending, and debt restructuring. Join top analysts and investors as we explore credit markets, special situations, and private debt strategies shaping the industry.
From credit risk assessment to institutional credit trends, each episode provides actionable intelligence for fund managers, institutional investors, and financial professionals. Whether you’re tracking high-yield issuances, analyzing corporate debt, or uncovering distressed debt opportunities, we’ve got you covered.
Through its AI-powered data and analytics platform, 9fin provides everything you need to get your head around credit or win a mandate — all in one place. We help subscribers win business, outperform their peers and save time. Stay ahead in leveraged finance market trends—subscribe now for expert discussions on the forces moving global credit.
From credit risk assessment to institutional credit trends, each episode provides actionable intelligence for fund managers, institutional investors, and financial professionals. Whether you’re tracking high-yield issuances, analyzing corporate debt, or uncovering distressed debt opportunities, we’ve got you covered.
Through its AI-powered data and analytics platform, 9fin provides everything you need to get your head around credit or win a mandate — all in one place. We help subscribers win business, outperform their peers and save time. Stay ahead in leveraged finance market trends—subscribe now for expert discussions on the forces moving global credit.
Episodes
Mentioned books
Sep 29, 2022 • 18min
The new playbook for LBOs
For LBO underwriters, the good old days are well and truly over. The Citrix syndication, which officially closed last week, showed how banks are pulling out all the stops to offload risk while minimizing losses — and this new playbook involves some potentially awkward and painful consequences. Will Caiger-Smith sits down with Steven Hunter, 9fin's CEO, to map out this brave new world.
Sep 22, 2022 • 14min
IPEM Wrap Up - PE special
In this special episode the Cloud9fin team discusses their experience of the IPEM conference in Cannes, speaks to delegates and gives you a special look into two panel discussions from the event.
Sep 15, 2022 • 37min
Anti-woke investing, with Matt Cole of Strive Asset Management
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.
Sep 14, 2022 • 11min
Bonus episode: Citrix bond docs
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.
Sep 8, 2022 • 24min
Q2 earnings, mortgage regulation, Ford
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
Sep 1, 2022 • 26min
The Fed, LBOs and a weird second quarter, with Jeremy Burton of PineBridge Investments
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.
Aug 25, 2022 • 26min
PDA, redemption mechanics trends
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
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.
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.
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.
