Greg 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. Fiction
Pension Slams Private Market Ratings After €1 Billion Loss
00:00 - Analyzing Apollo's Defense and Pension Fund Losses in Private Credit
06:22 - Counting Down the Best Holiday Films, From Classics to Modern Favorites
11:12 - Examining the NFL's Massive Ratings and Financial Impact on Sports
14:25 - The Playoff's Impact, Ratings Success, and Private Equity in College Sports
19:33 - Forecasting College Football Champions and Thanking Our Valued Listeners
Top 10 Christmas Movies
Honorable Mention
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 Survey
02:53 - Why Capital Flows to Larger ABF Asset Managers
05:42 - The Challenge of Direct LP Engagement for Borrowers
09:23 - Bridging the Gap: Banks, Borrowers, and Capital Mismatches
16:01 - Navigating Broad Asset Appetite and Market Discipline in ABF
22:08 - Exploring New Frontiers, LP Sophistication, and the Future of ABF
Ganesh 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 Offer
Private-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-stronger
Mubadala 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-billion
Bank 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 Ireland
02:35 - Ireland's Shifting Landscape: Public Struggles, Private Boom
05:01 - Quintus Capital's Mid-Market Niche and Growth Strategy
09:46 - Navigating Deal Sourcing and PE Sponsors in Ireland
13:49 - International Expansion and Ireland's Macroeconomic Stability
18:46 - Assessing Risk, Identifying Growth Sectors, and ESG Trends
24:48 - AI's Impact, LP Misconceptions, and Irish Wealth Retention
30:39 - Ireland's Data Center Boom and Kevin Canning's Personal Side
Kevin 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 Markets
03:30 - Brad Foster's Role and the Language of Private Markets
06:48 - Understanding the Growth and Appeal of Private Direct Lending
09:27 - What Borrowers Value in Private Capital and the Investment Grade Shift
12:09 - LP Capital Allocation and Bloomberg's Technology in Private Markets
16:03 - Balancing Market Transparency, Confidentiality, and Retail Investor Access
20:55 - Addressing Market Fragmentation and the Future of Secondary Markets
25:51 - Personal Insights, Future Predictions, and Episode Conclusion
Brad 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 today
05:08 - Setpoint overview and solving the analog backend
07:03 - What is double pledging, and what happened with First Brands and Tricolor
08:57 - Information accessibility between public and private markets
12:15 - Launching Setpoint Pledge Check
14:48 - The importance of having an independent third party for verification of assets
17:22 - Can double pledging be eliminated?
20:28 - Solving the complex workflows in ABF and moving on from Excel
22:03 - How a private credit ecosystem can become healthy and transparent in the next five years
24:01 - Stuart's entrepreneurship journey and the joy in building new products
26:53 - Fun rapid fire questions and wrap up
Stuart 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 Class
02:34 - From Niche Product to Permanent Asset Class: A Decade of Change
04:58 - Founding Hark Capital: Solving Post-GFC Equity Problems in the Lower Middle Market
08:06 - Navigating 'Bad Press': How NAV Lending Gained LP Acceptance and Clarity
12:15 - Excitement and Concerns: The Future Landscape of Fund Finance
16:33 - Exploring Underdeveloped Niches and Creative Structural Innovations in Fund Finance
22:45 - The Leap of Faith: Lessons Learned from an Entrepreneurial Journey
26:28 - From AI Poetry to Market Forecasts: Doug's Personal Reflections and 2024 Prediction
Doug 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/
00:00 - Kicking off with Stewart Mandel and The Athletic's mission
02:18 - How NIL and transfers are reshaping college football
04:42 - The legal and financial ramifications of NIL beyond football
08:31 - The financial challenges and governance of college football
11:58 - The future: private equity and a college football super league
17:01 - Stewart Mandel's concerns and Congress's role in college sports
20:52 - Stewart Mandel's hobbies, books, and championship forecast
25:12 - Thank you and exclusive listener offer
Stewart 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 Investing
04:51 - Blurring Lines Between Public and Private Markets
10:41 - PGIM's Strategy for Differentiated Securitized Investing
16:27 - Evolving Investor Appetite and European Market Expansion
23:14 - Structural Shifts Driving Asset-Backed Finance Demand
27:49 - Evolving Ways Clients Consume Securitized Assets
32:09 - Should Retail Investors Access Private Credit Assets?
35:42 - Capital Concentration and Future Outperforming Sectors
41:25 - Personal Insights and Career Motivations with Edwin
45:04 - Edwin's Market Outlook and Episode Wrap-up
Edwin 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 Finance
04:13: How Credit Markets Evolved After the Financial Crisis
11:09: Inside 400 Capital Management's Specialized Credit Strategy
16:01: Driving Factors for Institutional Interest in Credit Markets
21:18: Achieving Identifiable Alpha Through Problem-Solving in Credit
24:48: Analyzing Distressed Situations and Market Corrections in Credit
31:47: Navigating Opportunities and Risks in Commercial Real Estate
40:06: Key Trends Shaping Structured Credit Investing's Future
43:43: Chris Hentemann's Hobbies, Books, and Client Connections
Chris 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 Hub
03:30 - How the Middle East is Rebalancing Global Capital Flows
06:31 - Rapid Rise of Sophisticated Middle East Investors
12:35 - The DIFC's Role in Shaping Regulatory Frameworks
17:02 - Anticipating Future Market Evolution and Final Reflections
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
00:00 - Exploring Fund Finance's meteoric growth since 2007
03:13 - Unpacking Fund Finance growth drivers and media's misplaced focus
06:01 - Inside Fund Finance Partners and the NAV Lending Index's impact
10:47 - Bridging knowledge gaps for sponsors in fund finance
13:57 - The exciting evolution of Fund Finance and lending dynamics
18:34 - Navigating risk and structural innovation in Fund Finance
22:45 - Identifying underserved Fund Finance markets and policy gaps
26:54 - Richard Wheelahan's founder journey and personal reflections
33:51 - Thank you and Exclusive DealCatalyst Conference Offer
Richard 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 deficit
05:02 - Data Centers and AI: the hottest trend in asset-based finance
09:18 - Structuring deals for insurance capital: opportunities and risks
13:35 - The power of private transactions: flexibility and control in deals
16:56 - Exploring new frontiers: fintech, art, HEI, and ABF market growth
25:08 - From Mets misery to NFL hopes: sports roundup
29:14 - Private Credit and Equity: sports as the next major asset class
32:03 - Get involved: share ideas and join DealCatalyst conferences
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
Len 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:
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:
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/
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 Natalie Garcia, MD, Deerpath.
Key topics covered:
Natalie Garcia, MD, Deerpath - https://www.linkedin.com/in/natalie-garcia-1a455011/
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 Neno Raic, Partner at NLC.
Key topics covered:
Neno Raic, Managing Partner, NLC - https://www.linkedin.com/in/neno-raic-57a85a73/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/