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
Feb 22, 2024 • 21min
Big shrimpin'
Who could have imagined that Red Lobster’s endless shrimp promotion might have unintended financial consequences?Does distress at retailers like Express, Jo-Ann’s and The Children’s Place mean the US consumer is in trouble?Is ‘liability management’ a better term than ‘credit-on-creditor violence’? And why is communications firm C Street starting a new group dedicated to it?We answer all these questions and many more in the latest episode of our Cloud 9fin podcast. Come for the silly headline, stay to meet the leaders of our new US distressed team: Max Frumes and Rachel Butt.
Feb 15, 2024 • 19min
ESG regulations ramp up in the US
In November 2023, California circumvented the US Securities and Exchange Commission and released two regulations aimed at increasing climate disclosures for US companies. The SEC initially proposed its now twice delayed climate disclosures in 2022, but the regulations are expected to be released early this year.In this Cloud 9fin episode, host Jennifer Munnings sat down with Kristina Wyatt, former senior counsel for climate and ESG at the SEC, to take a deep dive into what the Californian regulations and the proposed SEC rules indicate for ESG in the US.We talk about everything from the ability for US companies to remain competitive in markets that are ever more focused on sustainability, to the potential impact of the upcoming elections on ESG in the US.
Feb 1, 2024 • 11min
It’s raining repricings in Europe
Repricing deals have flooded the European market over the past few weeks, with many companies taking advantage of lower interest rate forecasts and tighter high yield credit spreads. But is this trend set to last?For this week’s podcast, Alessandro Albano, financial journalist at 9fin, sat down with host Sammy Cole to talk about the repricing wave. We discussed examples of companies that have repriced deals recently, lender responses, and delve into Alessandro’s predictions for the year ahead.Click here to find out more about our US CLO Database
Jan 26, 2024 • 25min
Riding the repricing wave, with Himani Trivedi of Nuveen
US leveraged loan borrowers are repricing their debt at a frenetic pace, and it’s starting to hurt — in some credits, they’re testing the base limits of the CLO managers holding their debt.Himani Trivedi, head of structured credit at Nuveen Asset Management, has seen a lot of history in the CLO market, so she’s perfectly placed to put this intense period of repricing in historical context.How are managers coping, and what does this trend mean for syndicated loan issuance this year?For this week’s podcast, she sat down with our US managing editor Will Caiger-Smith to talk about the repricing wave, as well as delving into captive equity funds, CLOs versus private equity and private credit, and the promise of ETF structures.
Jan 18, 2024 • 50min
A deep dive on cross-border recognition with Riz Mokal
Cross-border recognition is where every good restructuring deal hopes to end. Recognition was historically a more clearcut part of a restructuring process, but in a post-Brexit world, with the advent of restructuring plans (in the UK and across Europe), and the rule in Gibbs potentially in doubt, the apple-cart may have been upset.In this week’s podcast, Cloud 9fin sits down with 9fin senior legal consultant (and restructuring lawyer) Freddie Doust and the eminently qualified South Square barrister Riz Mokal for an (admittedly meaty) discussion on the ideas critical to the outbound recognition of English restructuring processes, and inbound recognition of US and European processes in the UK.Strap yourself in, it's a thrilling ride!
Jan 12, 2024 • 17min
Bonds are back, baby!
Loan repricings came thick and fast in the US market this week, with borrowers looking to slash their borrowing costs on more than $30bn of debt — but bonds are also coming back in a big way.Companies such as Hilton and Chobani highlighted the compelling value on offer in the high yield bond market, which could help define the shape of some hefty debt syndications that are waiting in the wings.In this week’s episode of the podcast, our US managing editor Will Caiger-Smith and deputy editor David Bell peek under the hood of the primary markets.
Jan 4, 2024 • 11min
Cinven answers investors’ LBO Christmas wishes with Synlab takeover
German medical diagnostics provider Synlab answered investors’ Christmas wishes for another big European LBO deal by coming to market with €1.5bn in bonds and loans in early December. The funding was used to finance UK private equity fund Cinven’s acquisition of a majority stake in the company.For our first podcast of 2024, Cloud9fin sits down with 9fin Levfin reporter Ryan Daniel and credit analyst Ameeq Singh to talk through Synlab’s rise in importance during Covid-19, it’s long lasting relationship with Cinven and their LBO debt syndication journey. The late-in-the year deal launch begs the question will there be more LBO activity to come in 2024?
Dec 21, 2023 • 16min
What the collapse of Enviva and Inclusive means for ESG
The collapse of wood pellet producer Enviva last month was swift and brutal. The story’s not over yet for all of the company’s investors (for an extremely thorough analysis, check out our distressed team’s deep-dive report) but it is for at least one of them: Inclusive Capital.Founded just a few short years ago to great fanfare, Jeff Ubben’s much-vaunted ESG activism fund closed its doors around the same time that Enviva’s capital structure fell apart. What can the implosion of these two entities tell us about the state of ESG in America?For this week’s episode of Cloud 9fin, our US managing editor Will Caiger-Smith quizzes senior reporter Sasha Padbidri on these interlinked stories. Listen now to end the year on a cheery note.
Dec 14, 2023 • 17min
2023 review with CEO Steven Hunter
Looking back on 2023, we’ve seen financial markets tested by ongoing geopolitical upheaval. We sit down with 9fin’s CEO Steven Hunter to take us through the highs and lows of the year as well as our company’s growth story.Also tune in to find out how Steven unwinds in his spare time and what he thinks about pints in New York!
Dec 7, 2023 • 16min
The release of ‘9fin AI’, GPT for LevFin
“9fin AI enables our users to find and process the information they need quicker. Speed is essential in financial markets and debt is no exception.”9fin has been leveraging AI since the company was founded back in 2016, but we’ve recently stepped-up our game.‘9fin AI’ allows subscribers to ask questions about companies within debt capital markets and receive high quality answers in real time.For this episode of the podcast, we sat down with 9fin’s Sean Löfgren and Hannes Kindbom to talk us through the exciting new project, their thoughts on future opportunities and their stance on potential risks linked to generative AI.
