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
Apr 14, 2022 • 24min
US and Europe joint edition — Q&A with 9fin's editors
This week, Kat Hidalgo quizzes 9fin editors Will Caiger-Smith and Chris Haffenden on market trends across the Atlantic. They discuss the uptick in issuance as markets recover from the war in Ukraine, the attractiveness of loans versus bonds, sectors that are feeling the impact of inflation, and the potential for distress in first quarter earnings.
Apr 7, 2022 • 30min
Market Reopening, Loans Portability, SEC Climate Disclosures
Legal analyst Alice Holian and senior covenant analyst Brian Dearing discuss portability in loans and raise some red flags, ESG analyst Sam Stevens discusses the proposal for climate disclosures by the SEC, and loans reporter Michal Skypala and senior reporter Owen Sanderson talk about the nature of this week's market reopening.0:00 - Intro0:50 - Levfin Wrap2:14 - Covenant close-up: Loans portability13:47 - Please raise responsibly: SEC proposal for climate disclosure19:06 - Deep discussion: Market reopening
Mar 31, 2022 • 20min
The shifting private credit narrative, with Todd Koretzky of Allen & Overy
US editor Will Caiger-Smith catches up with Todd Koretzky, a partner at Allen & Overy, to discuss shifting narratives around private credit. From the growth of big-ticket deals to the convergence of terms between syndicated and private debt, how should market participants think about the seemingly unstoppable rise of non-bank financing in leveraged credit?
Mar 24, 2022 • 24min
Aviation Sector, Available Amount Interpretations, Clean Energy Transition
Legal analyst Alice Holian and senior covenant analyst Brian Dearing discuss how the available amounts concept can be interpreted, ESG analyst Jack David discusses the clean energy transition, and loans reporter Laura Thompson tells us about the current state of the aviation sector. 0:00 - Intro00:48 - Covenant close-up: Available amount interpretations9:52 - Please raise responsibly: Clean energy transition14:28 - Deep discussion: Aviation sector
Mar 17, 2022 • 21min
Changing dynamics, with Melanie Hanlon of Napier Park
US editor Will Caiger-Smith sits down with Melanie Hanlon, head of credit research at Napier Park Global Capital, to discuss changing dynamics in the primary and secondary loan market, second and third-order impacts of the war in Ukraine, and the evolution of ESG in credit.
Mar 10, 2022 • 27min
Ukraine-Russia conflict, Ontex Change of Control, Russian red flags
The 9fin content and analytics team wrap up the week's HY and leveraged loans (non-existent) deals, head of covenant research Caitlin Carey and senior covenant analyst Brian Dearing discuss Ontex's change of control provision, ESG analyst Sam Stevens discusses ESG red flags present in Russian society prior to the current sanctions and editor Chris Haffenden and senior reporter Owen Sanderson give us the latest on the Russia-Ukraine conflict's effect on European leveraged finance.0:00 - Intro01:40 - Covenant close-up: Ontex change of control9:30 - Please raise responsibly: Russian red flags14:28 - Deep discussion: Ukraine-Russian conflict
Mar 3, 2022 • 12min
Ukraine and its market impact
As Russia continues its invasion of Ukraine, US editor Will Caiger-Smith sits down with 9fin CEO and co-founder Steven Hunter to evaluate the conflict's impact on leveraged credit.
Feb 24, 2022 • 27min
Schur Flexibles, Voting Caps, Care Homes
The 9fin content and analytics team wrap up the week's HY and leveraged loans deals, head of covenant research Caitlin Carey discusses voting caps, ESG analyst Sam Stevens discusses care home credits in light of the Orpea controversy and editor Chris Haffenden and loans reported Michal Skýpala give us the latest on Schur Flexibles, after the company's shock announcement to lenders.0:00 - Intro00:49 - Levfin wrap01:24 - Covenant close-up: Voting caps8:15 - Please raise responsibly: Care homes16:27 - Deep discussion: Schur Flexibles
Feb 17, 2022 • 31min
A widening base for CLOs, with Dave Preston of AGL
In this episode, US editor Will Caiger-Smith talks to Dave Preston of AGL about the expanding CLO investor base, leveraged loan underwriting standards, and ESG.
Feb 11, 2022 • 26min
Saipem, "No Worse" Ratio Tests, ESG Ratchets and Step-downs
The 9fin content and analytics team wrap up the week's HY and leveraged loans deals, head of covenant research Caitlin Carey discusses "no worse" ratio tests, credit analysts Josh Latham and Alex Manolopoulos talk the good, the bad and the ugly of ESG margin ratchets and coupon step-downs and editor Chris Haffenden gives us the latest on Saipem.0:00 - Intro00:53 - Levfin wrap01:31 - Covenant close-up: "No worse" ratio tests11:06 - Please raise responsibly: ESG ratchets and step-downs - the good, the bad and the ugly16:07 - Deep discussion: Saipem
