

LPC - Lending Lowdown Series
LSEG (London Stock Exchange Group)
The Lending Lowdown provides credit market insights and views from the lending trenches. It recaps syndicated loan and private debt market events and thought leadership on trends and the latest deal activity.
Episodes
Mentioned books

Jun 13, 2023 • 18min
Episode 14 | The Loan Market and the End of Libor
As the June 30 Libor cessation deadline approaches, host CJ Doherty sat down with Tess Virmani, Deputy General Counsel, Co-Head – Public Policy at the LSTA, to discuss the current state the syndicated loan and CLO markets.

May 15, 2023 • 8min
Episode 13 | Is Commercial Real Estate The Next Shoe to Drop?
High interest rates and falling property prices are causing turmoil in the commercial real estate market. The remote work situation is adding to fears about a shrinking demand for office space. With defaults on the rise and loans moving to special workouts, Fed policymakers and investors are worried the growing problems in the real estate market is a contagion for the US banking system. Host CJ Doherty discusses the issues with IFR Senior Reporter Richard Leong.

Apr 19, 2023 • 18min
Episode 12 | Direct Lending Deep Dive
Host CJ Doherty sits down with Craig Packer, Co-Founder of Blue Owl and CEO of the Owl Rock BDCs, to discuss today’s direct lending market conditions and to look ahead to the rest of the year.

Mar 20, 2023 • 13min
Episode 11 | M&A Outlook
M&A activity tumbled in 2022 amid market volatility and economic uncertainty. How has 2023 started and what is in store for the rest of the year? Host CJ Doherty talks to Refinitiv’s Director of Deals Intelligence Matt Toole about current M&A market conditions.

Mar 16, 2023 • 20min
Episode 10 | SVB and Signature Bank Collapse
In less than one week, both Silicon Valley Bank and Signature Bank collapsed over the course of three days. How do these bank failures differ from what the market faced in 2008? What does it mean for the syndicated bank loan market? Host Maria Dikeos talks to Peter B. York, Adjunct Professor at Ohio State University and recently retired managing director and head of large market asset-based loan originations at a major money center bank.

Feb 15, 2023 • 10min
Episode 9 | Navigating the Direct Lending Market
US direct lending activity was robust and resilient in 2022, despite an uncertain economic environment. What’s in store for 2023?
Host CJ Doherty and guest Diana Diquez talk about recent trends in the direct lending market as lenders navigate changed market conditions.

Jan 25, 2023 • 9min
Episode 8 | Leveraged Lending 2023
Coming off a tough 2022, what does US leveraged lending look like as the new year takes shape? Hosts CJ Doherty and Maria Dikeos talk about prospects for the developing pipeline as well as buyside and sellside considerations.

Dec 16, 2022 • 18min
Episode 7 | Risk vs. Reward
Host CJ Doherty sits down with Fran Beyers, Head of Capital Markets at Cliffwater, to discuss current conditions in the direct lending market as we approach the end of 2022 and a look ahead to 2023. How will the market play out given the uncertain economic backdrop?

Nov 14, 2022 • 14min
Episode 6 | Blackstone Credit Spotlight
Blackstone Credit’s Carlos Whitaker shares his outlook for the private credit market. How are portfolio companies positioned amid the rising rate environment? With 2023 right around the corner, what is he focused on as we head into the new year?

Oct 24, 2022 • 11min
Episode 5 | State of the European Lending Space
A look at the European leveraged and investment grade loan markets. Is leveraged lending shut down in Europe? What opportunities have arisen for the private debt space as a consequence of this disruption? And is there a silver lining in the investment grade market?
Join us in-person for our 28th Annual Refinitiv LPC Middle Market, Direct Lending and Large Corporate Loans Conference – on November 2, 2022 in New York City!