The LFI Levered Lines Podcast

In this episode of the LevFin Insights Levered Lines podcast, Andrew Hedlund chats with Victoria Chant, Senior Managing Director and Global Head of Capital Formation at Blackstone Credit and Insurance. Their discussion focuses on her role in capital formation and accessing debt capital markets. Key topics include trends in M&A activity, the effects of a strong economy and robust markets, and how BDCs think about their own debt financings. They also explore the interaction between syndicated and private credit markets, the impact of capital costs, and the growth of BDCs. Victoria highlights the advantages of private credit, using Blackstone’s $2 billion loan to Dropbox as an example, and discusses its competitive edge in speed and certainty for companies seeking capital.

In this episode of the LFI Levered Lines. podcast, Steve Miller hosts Edwin Wilches, Co-Head of PGIM's Securitized Product Team, and they delve into the latest trends and innovations in the CLO market. From the rise of private credit CLOs to the influence of ETFs and potential future developments, Edwin offers a comprehensive analysis of how these factors are shaping the financial landscape. Tune in to understand the opportunities and challenges ahead for CLO investors.

In the latest episode of 'LFI's Levered Lines' Podcast, host Luke Millar, Global Editor-in-Chief at LevFin Insights, welcomes Stephanie Kauffman, President and COO of the Melanoma Research Alliance, and Ian Devine, Head of Loan Trading in Europe at RBC. Following the huge success of New York events and ahead of the inaugural Leveraged Finance Fights Melanoma event in London, together, they delve into the founding and mission of the Melanoma Research Alliance, dedicated to increasing funding and advancing melanoma research globally. Ian shares his personal journey with skin cancer, emphasizing the necessity of regular skin checks and awareness, highlighting the crucial role of early detection in effectively combating melanoma. Meanwhile, Stephanie highlights the upcoming Leverage Finance Fights Melanoma event in London, aimed at raising funds and awareness by uniting the finance community for a meaningful cause.

In this engaging conversation, Nick Baldwin, Managing Director at Lincoln International, shares his expertise on private credit and illiquid investments. He explains how recent market dynamics have influenced pricing, with competitive lending driving down price increases. The discussion highlights the impressive performance of private companies despite rising interest rates, and Baldwin reveals the proactive strategies lenders use, like amendments and equity infusions, to ensure liquidity and health in their portfolios.

In the latest episode of the LevFin Insights Levered Lines Podcast, Steve Miller welcomes Peter Gleysteen, Founder, CEO, and CIO of AGL Credit Management. They discuss key topics such as the differences between syndicated and private credit loans, AGL’s exclusive collaboration with Barclays, and the future outlook for leveraged finance and M&A activity. Peter also shares insights into the current health of the leveraged loan market. Tune in for an engaging discussion on the evolving landscape of leveraged finance.

Jeff Cohen, Head of Leverage Finance and Private Credit at Santander and former Credit Suisse executive, shares his insights on building a capital markets business in just 12 months. He dives into the evolution of the leveraged finance market, detailing regulatory challenges and the rise of direct lending. Jeff discusses system integrations and the importance of top talent to drive success. Additionally, he shares predictions for the private equity M&A landscape and explores the complexities of the BSL and private credit markets amid shifting interest rates.

Tune in to the latest LFI Levered Lines episode as host Sandrine Bradley welcomes Joe Swanson, co-head of Houlihan Lokey’s EMEA Restructuring Group as well as Co-Head of Asia, for an in-depth analysis of the European LME market in the current distressed cycle. Gain insights into how LMEs have evolved into their current form based on current market drivers and when are they appropriate versus a full-on debt restructuring. And, is creditor fight back, via co-ops agreements really a new thing?

In the latest episode of the LFI Levered Lines podcast, host Kerstin Kubanek welcomes Reji Vettasseri, Lead Portfolio Manager for Private Market Investments at DECALIA, to explore the resilience of the European private credit market amidst macroeconomic headwinds. They discuss the influence of economic factors on credit stability, benchmark default rates across various lending models, and analyze trends in leverage and interest rates within the market. Additionally, the episode sheds light on the competitive pricing landscape in credit and offers insights into anticipated developments and opportunities in private credit.

In the first episode of LevFin Insights' "Levered Lines" podcast, host Steve Miller speaks with Leland Hart of Warwick Capital about the intricacies and challenges of setting up a new credit platform over the past 18 months. The episode offers listeners an insider's perspective, enriched by Hart's extensive experience and strategic insights. Topics include infrastructure, operations, fund raising, and the outlook for CLO structures, and much more.