The Credit Clubhouse

00:00 - The Credit Clubhouse Welcomes You and Launches "Inside the Spread"03:44 - A Troubled History: The Host's Buffalo Bills Playoff Agony06:21 - Examining Global Regulatory Scrutiny on the Private Credit Market13:21 - Strong Fundraising and the Rise of Evergreen Private Credit Funds18:39 - Exploring Private Credit Growth in Asia, Middle East, and Secondaries22:21 - Don't Miss Out: Final Conference Reminders and Go Bills!Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - New Year Greetings and The Credit Clubhouse Growth02:33 - Analyzing 2025's Up and Down Private Credit Markets05:09 - How Banks Partner with Private Credit, Not Compete09:14 - The AI Boom and Big Tech's Growing Debt Ratios15:36 - Prioritizing Risk Management and Selective Deal Making in 202617:37 - Why BDCs Face Headwinds and Investor Expectation Resets20:22 - The Growing Appeal of Asset-Based Finance Opportunities24:13 - Host's Closing Thoughts and Exclusive Listener OfferTodd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - Clarifying GP Finance and its Role in Fund Management03:17 - Exploring Motivations and Capital Alternatives for GP Financing07:42 - How Crescent Capital Navigates Compelling Market Dynamics13:10 - Identifying the Ideal Target Sponsor for Crescent Capital16:05 - Understanding GP Financing Collateral and Bilateral Deal Structures19:43 - Expanding GP Finance to Other Funds and Crescent's Unique Advantage23:09 - Exploring Innovative Structures and the Evolving GP Finance Market25:17 - Anticipating the Future Evolution and Potential Impediments in GP Finance29:35 - Getting to Know Greg Hardiman with Rapid Fire Fun Questions32:03 - Don't Miss Out: Episode Wrap-up and Exclusive Listener OfferGreg Hardiman, GP-LP Solutions, Crescent Capital - https://www.linkedin.com/in/gregory-hardiman/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

Apollo's Private Credit: Fact vs. FictionPension Slams Private Market Ratings After €1 Billion Loss00:00 - Analyzing Apollo's Defense and Pension Fund Losses in Private Credit06:22 - Counting Down the Best Holiday Films, From Classics to Modern Favorites11:12 - Examining the NFL's Massive Ratings and Financial Impact on Sports14:25 - The Playoff's Impact, Ratings Success, and Private Equity in College Sports19:33 - Forecasting College Football Champions and Thanking Our Valued ListenersTop 10 Christmas MoviesNational Lampoon's Christmas Vacation (1989)Home Alone (1990)Elf (2003)The Holiday (2006)A Christmas Story (1983)It's a Wonderful Life (1946)Love Actually (2003)How the Grinch Stole Christmas (1966/2000)A Charlie Brown Christmas (1965)The Polar Express (2004)Honorable MentionRudolph the Red-Nosed Reindeer (1964)Frosty the Snowman (1969)Four Christmases (2008)Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

Download the Inaugural ABF Capital Flows Survey Report from DealCatalyst Intelligence.00:00 - Welcome to the Clubhouse: Unpacking the ABF Capital Flows Survey02:53 - Why Capital Flows to Larger ABF Asset Managers05:42 - The Challenge of Direct LP Engagement for Borrowers09:23 - Bridging the Gap: Banks, Borrowers, and Capital Mismatches16:01 - Navigating Broad Asset Appetite and Market Discipline in ABF22:08 - Exploring New Frontiers, LP Sophistication, and the Future of ABFGanesh Rajendra, Managing Partner, Integer Advisors - https://www.linkedin.com/in/ganesh-rajendra/Rory Mepham, CEO, The Sancus Group - https://www.linkedin.com/in/rory-mepham-7ba52913/Julian Schickel, Founding Partner, Avellinia Capital - https://www.linkedin.com/in/jschickel/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - Welcome to the Clubhouse and Exclusive Conference Offer03:33 - Credit Fund Capital, Securitization, and LP Support in ABF07:21 - Upcoming DealCatalyst Events and ABF Survey Insights09:40 - Adding Sports Content and Community Engagement to the Show11:45 - Examining Mark Rowan's Four Myths About Private Credit18:09 - Stress Tests, Investor Confidence, and Market Momentum21:40 - Looking Ahead to 2026 and Final Conference OfferPrivate-Credit Fears Are Based on Four Myths - https://www.bloomberg.com/opinion/articles/2025-12-03/private-credit-is-safe-and-makes-the-financial-system-strongerMubadala Backs Private Credit Bets After Plowing in $20 Billion - https://www.bloomberg.com/news/articles/2025-12-04/mubadala-backs-private-credit-bets-after-plowing-in-20-billionBank of England launches stress test of private equity and credit - https://www.reuters.com/sustainability/boards-policy-regulation/bank-england-launches-stress-test-private-equity-private-credit-industries-2025-12-04/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - Exploring the Booming Private Credit Market in Ireland02:35 - Ireland's Shifting Landscape: Public Struggles, Private Boom05:01 - Quintus Capital's Mid-Market Niche and Growth Strategy09:46 - Navigating Deal Sourcing and PE Sponsors in Ireland13:49 - International Expansion and Ireland's Macroeconomic Stability18:46 - Assessing Risk, Identifying Growth Sectors, and ESG Trends24:48 - AI's Impact, LP Misconceptions, and Irish Wealth Retention30:39 - Ireland's Data Center Boom and Kevin Canning's Personal SideKevin Canning, CEO, Quintas Capital - https://www.linkedin.com/in/kevincanning1/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - Exploring the Blurring Lines of Public and Private Markets03:30 - Brad Foster's Role and the Language of Private Markets06:48 - Understanding the Growth and Appeal of Private Direct Lending09:27 - What Borrowers Value in Private Capital and the Investment Grade Shift12:09 - LP Capital Allocation and Bloomberg's Technology in Private Markets16:03 - Balancing Market Transparency, Confidentiality, and Retail Investor Access20:55 - Addressing Market Fragmentation and the Future of Secondary Markets25:51 - Personal Insights, Future Predictions, and Episode ConclusionBrad Foster, Head of Fixed Income & Private Markets, Bloomberg - https://www.linkedin.com/in/brad-foster-437799ba/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

This episode is brought to you in partnership with Setpoint, the operating system for capital markets.01:15 - First Brands and Tricolor failures and what they reveal about the ABF market today05:08 - Setpoint overview and solving the analog backend07:03 - What is double pledging, and what happened with First Brands and Tricolor08:57 - Information accessibility between public and private markets12:15 - Launching Setpoint Pledge Check14:48 - The importance of having an independent third party for verification of assets17:22 - Can double pledging be eliminated?20:28 - Solving the complex workflows in ABF and moving on from Excel22:03 - How a private credit ecosystem can become healthy and transparent in the next five years24:01 - Stuart's entrepreneurship journey and the joy in building new products 26:53 - Fun rapid fire questions and wrap upStuart Wall, CEO & Co-Founder, Setpoint - https://www.linkedin.com/in/stuartwall/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - The Rapid Growth of Fund Finance as a Permanent Asset Class02:34 - From Niche Product to Permanent Asset Class: A Decade of Change04:58 - Founding Hark Capital: Solving Post-GFC Equity Problems in the Lower Middle Market08:06 - Navigating 'Bad Press': How NAV Lending Gained LP Acceptance and Clarity12:15 - Excitement and Concerns: The Future Landscape of Fund Finance16:33 - Exploring Underdeveloped Niches and Creative Structural Innovations in Fund Finance22:45 - The Leap of Faith: Lessons Learned from an Entrepreneurial Journey26:28 - From AI Poetry to Market Forecasts: Doug's Personal Reflections and 2024 PredictionDoug Cruikshank, Managing Partner & Founder, Hark Capital - https://www.linkedin.com/in/doug-cruikshank-hark/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/