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 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.
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
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?
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
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.
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
