The Credit Clubhouse

00:00 - Kicking off with Stewart Mandel and The Athletic's mission02:18 - How NIL and transfers are reshaping college football04:42 - The legal and financial ramifications of NIL beyond football08:31 - The financial challenges and governance of college football11:58 - The future: private equity and a college football super league17:01 - Stewart Mandel's concerns and Congress's role in college sports20:52 - Stewart Mandel's hobbies, books, and championship forecast25:12 - Thank you and exclusive listener offerStewart Mandel, Editor-in-Chief of The Athletic's College Football Coverage - https://x.com/slmandel Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - Navigating Macro Uncertainty in Fixed Income Investing04:51 - Blurring Lines Between Public and Private Markets10:41 - PGIM's Strategy for Differentiated Securitized Investing16:27 - Evolving Investor Appetite and European Market Expansion23:14 - Structural Shifts Driving Asset-Backed Finance Demand27:49 - Evolving Ways Clients Consume Securitized Assets32:09 - Should Retail Investors Access Private Credit Assets?35:42 - Capital Concentration and Future Outperforming Sectors41:25 - Personal Insights and Career Motivations with Edwin45:04 - Edwin's Market Outlook and Episode Wrap-upEdwin Wilches, CFA, Managing Director and Co-Head of Securitized Products, PGIM - https://www.linkedin.com/in/edwinwilches/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00: Welcome, Guest, and Defining Asset-Backed Finance04:13: How Credit Markets Evolved After the Financial Crisis11:09: Inside 400 Capital Management's Specialized Credit Strategy16:01: Driving Factors for Institutional Interest in Credit Markets21:18: Achieving Identifiable Alpha Through Problem-Solving in Credit24:48: Analyzing Distressed Situations and Market Corrections in Credit31:47: Navigating Opportunities and Risks in Commercial Real Estate40:06: Key Trends Shaping Structured Credit Investing's Future43:43: Chris Hentemann's Hobbies, Books, and Client ConnectionsChris Hentemann, Managing Partner & Chief Investment Officer, 400 Capital Management - https://www.linkedin.com/in/chris-hentemann/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ 

00:00 - Discovering Dubai's Emergence as a Global Capital Hub03:30 - How the Middle East is Rebalancing Global Capital Flows06:31 - Rapid Rise of Sophisticated Middle East Investors12:35 - The DIFC's Role in Shaping Regulatory Frameworks17:02 - Anticipating Future Market Evolution and Final ReflectionsTodd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - Exploring Fund Finance's meteoric growth since 200703:13 - Unpacking Fund Finance growth drivers and media's misplaced focus06:01 - Inside Fund Finance Partners and the NAV Lending Index's impact10:47 - Bridging knowledge gaps for sponsors in fund finance13:57 - The exciting evolution of Fund Finance and lending dynamics18:34 - Navigating risk and structural innovation in Fund Finance22:45 - Identifying underserved Fund Finance markets and policy gaps26:54 - Richard Wheelahan's founder journey and personal reflections33:51 - Thank you and Exclusive DealCatalyst Conference OfferRichard Wheelahan, Managing Director and Co-Founder, Fund Finance Partners - https://www.linkedin.com/in/rwheelahan/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

01:25 - Analyzing the Ryder Cup: US Team's early deficit05:02 - Data Centers and AI: the hottest trend in asset-based finance09:18 - Structuring deals for insurance capital: opportunities and risks13:35 - The power of private transactions: flexibility and control in deals16:56 - Exploring new frontiers: fintech, art, HEI, and ABF market growth25:08 - From Mets misery to NFL hopes: sports roundup29:14 - Private Credit and Equity: sports as the next major asset class32:03 - Get involved: share ideas and join DealCatalyst conferencesTodd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - Exclusive DealCatalyst offer and guest introduction01:18 - From Wall Street analyst to TCG Founder06:30 - Real estate, opportunistic, and private credit under one roof10:59 - TCG's unique investor-friendly capital structure and approach13:41 - Navigating the private credit bubble for underserved markets19:22 - Current credit cycle and real estate market stress25:34 - Southern states growth and future office lending opportunities30:15 - Building relationships and exploring unconventional asset classes34:35 - Len's coaching role and TCG's family enterprise culture36:57 - Hobbies, book recommendations, and a bold market prediction42:10 - Thank you and final DealCatalyst Conference offerLen Tannenbaum, Founder, TCG - https://www.linkedin.com/in/leonard-tannenbaum-a3b3561/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - Understanding Coromandel's niche in the current market.04:47 - Optimizing capital stacks and fintech's evolving role.11:24 - Navigating chaos: Coromandel's founding story.15:11 - Avoiding common pitfalls for early-stage venture-backed companies.20:38 - Identifying credit gaps in small business and consumer lending.25:52 - Educating LPs and the rise of co-investing in private credit.31:50 - Leveraging technology and AI for scalable niche lending.37:08 - Could AI disrupt relationship-based, smaller check lending?39:47 - Where Coromandel sees the most compelling future opportunities.43:43 - Rob's sports fandom and a surprising personal fact.45:52 - A powerful book recommendation and the joy of entrepreneurship.48:59 - A prediction for the next 12 months and podcast wrap-up.Rob McGregor, Managing Partner, Investments, Coromandel Capital - https://www.linkedin.com/in/robertmcgregor/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit.We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price.Please remember to follow the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show.Welcome back to our latest installment of The Credit Clubhouse, as always I am your host, Todd Anderson, Head of Content & Programming at DealCatalyst. Joining me today is Michael Hacker, Managing Director, Partner, and Global Head of Portfolio Finance at Carlyle AlpInvest.Key topics covered:Carlyle AlpInvest's solutions for investorsHow the firm works with GPs to drive operational value in portfolio companiesRisk and evaluation of secondary and primary commitmentsManaging liquidity in an uncertain macroeconomic environmentThe key drivers behind the growth of portfolio financeThe evolution of co-investmentsThe most compelling opportunities in secondaries todayThe growing opportunity in structured solutionsAnd much more...Michael Hacker, Managing Director, Partner and Global Head of Portfolio Finance, Carlyle AlpInvest - https://www.linkedin.com/in/michaelhacker/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit.We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price.Please remember to follow the show, rate us, and leave a review. Your feedback is invaluable to us and helps us improve the show.Welcome back to our latest installment of The Credit Clubhouse, as always I am your host, Todd Anderson, Head of Content & Programming at DealCatalyst. Joining me today is Michael Ewald, Partner, Global Head of the Private Credit Group, Bain Capital.Key topics covered:The Impact of Volatility on the competitive dynamics of private credit.Deal activity amid macro uncertainty.The most resilient sectors in today's environment.Assessing recession risk when underwriting new deals.Sponsored vs. non-sponsored deal dynamicThe growth of private credit globallyNewer entrants to private credit and the impact on deal termsStructural innovationsBalancing yield versus credit quality in today’s market?Increasing demand for evergreen or open-ended private credit structuresConsolidation in private credit Joint venture arrangements with banksAnd much more...Michael Ewald, Partner, Global Head of the Private Credit Group, Bain Capital - https://www.linkedin.com/in/michael-ewald-2617b98/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/