The Credit Clubhouse
Welcome to The Credit Clubhouse — where the world of structured credit, direct lending, asset-based finance, and fund finance meets sharp insights and even sharper wit. Hosted by Todd Anderson, DealCatalyst’s Head of Content, this podcast dives deep into the complex world of alternative finance with a dash of humor and a lot of know-how. Whether you're a seasoned professional or just looking to sound smarter at your next industry event, Todd and his guests will break down the jargon and unpack the trends shaping the future of credit markets — one episode at a time. Grab your headphones; the deals are in...
Beyond the Balance Sheet: AI and the Future of Asset-Based Finance with Thomas Galbraith of Barkr
Axos Bank brings you today’s episode.
Axos Bank. Born digital, built on relationships.
Check out DealCatalyst's 2027 event schedule, hot off the presses - https://www.dealcatalyst.io/events/2027-schedule
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00:00 - Kicking Of...
Credit Secondaries: Where Liquidity Meets Relative Value with Greg Ciesielski of HarbourVest Partners
Axos Bank brings you today’s episode.
Axos Bank. Born digital, built on relationships.
Check out DealCatalyst's 2027 event schedule, hot off the presses - https://www.dealcatalyst.io/events/2027-schedule
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
01:46 - Greg Ciesi...
Fund Finance Pricing, Transparency and Disruption with Matt Wilbur of Silo Fund
Axos Bank brings you today’s episode.
Axos Bank. Born digital, built on relationships.
Check out DealCatalyst's 2027 event schedule, hot off the presses - https://www.dealcatalyst.io/events/2027-schedule
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Diving int...
The Coming Wave of Middle-Market Distress with Andrew Axelrod of Axar Capital
Axos Bank brings you today’s episode.
Axos Bank. Born digital, built on relationships.
Check out DealCatalyst's 2027 event schedule, hot off the presses - https://www.dealcatalyst.io/events/2027-schedule
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Diving int...
The Financing Gaps Hiding in Plain Sight with Aaron Krawitz of Bravo Capital
Check out DealCatalyst's 2027 event schedule, hot off the presses - https://www.dealcatalyst.io/events/2027-schedule
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Introducing Aaron Krawitz and today's credit market landscape
04:20 - How Bravo Capital differentiates in real estate lending
08:08 - Aaron's restructuring backgrou...
The Colliding Risks in Credit with Vik Uppal of Mavik
Check out DealCatalyst's 2027 event schedule, hot off the presses - https://www.dealcatalyst.io/events/2027-schedule
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - The Credit Clubhouse: welcome, guest, and Mavik Capital's Vision
03:18 - Why consensus leads to underperformance
06:12 - Understanding the Fujiwara Effect and unse...
Treasury as a Strategic Advantage with Dustin Goldstein of TriState Capital Bank
This episode is presented by TriState Capital Bank. TriState Capital Bank is a Pennsylvania chartered bank and a wholly owned subsidiary of Raymond James Financial, Inc. Member FDIC.
Specialized Treasury Management is a highly customized service, learn more by visiting - https://tristatecapitalbank.com/wp-content/uploads/TM_Overview.pdf
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using t...
Private Credit Perceptions vs. Reality, Sports Finance and More
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Welcome to The Credit Clubhouse: show & conference updates
02:23 - Re...
Finding Alpha in Complex Credit Markets with John Kim of Reckoner Capital Management
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Diving into credit markets with John Kim of Reckoner Capital Mana...
Specialty Finance: Capital, Complexity & Credit with Philip Bartow of Sound Point Capital Management
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Welcome to The Credit Clubhouse: defining specialty finance today
04:23...
The Search for Credit Alpha with Mark Tecotzky of Ellington Management Group
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Shaping investment philosophy through market shocks
05:18 - Corporate vs...
The Fund Finance Talent Race is on with Rory Smith and James Strode of Brickfield Fund Finance Recruitment
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Welcome to the Credit Clubhouse
02:26 - The explosive gr...
Beyond Yield: Finding Value in Securitized Credit with Joe Allen of Bright Meadow Capital
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Welcome to the Credit Clubhouse
02:21 - Exploring the compelli...
Rates, Software, and the Next Phase of Fixed Income with Connor Fitzgerald of Wellington Management
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Welcome to the Credit Clubhouse and DealCatalyst updates
01:56 - In...
Private Credit Mythbusting with Kelly Thompson and Eric Rosenthal of KBRA DLD
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Diving into credit markets with KBRA DLD
01:56 - Unpacking...
Private Credit's Fishing Holes with Paul Lisiak of Metropolitan Partners Group
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Welcome to The Credit Clubhouse
02:20 - Unpacking access, comp...
Back to First Principles: Why Collateral Matters with Luke Chan of HighVista Strategies
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 — Exploring Credit Markets and Welcoming Luke Chan
02:17 — Why Collateral is Ke...
Private Credit's Past and Future Remain Insurance Driven with Dianna Carr-Coletta of PGIM
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Welcome to the Credit Clubhouse
01:56 - PGIM's Dianna Carr...
The CLO Market Shows Strength Through Sophistication with TK Narayan of Oak Hill Advisors
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Welcome to The Credit Clubh...
Evergreen Funds, ABF & the Future of Private Credit Allocation with Robert Stark of Nomura Asset Management International
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 — Robert Stark's new role and Nomura's global evolution
05:09 — Strategic focus...
Technology, Capital & the Future of CRE with Samir Tejpaul of Madison Realty Capital
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Kicking Off the Episode with Samir Tejpaul
02:19 - Samir Te...
Transparency, Technology, and the Next Frontier of Private Credit with Altin Kadareja of Cardo AI
This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage
DealCatalyst Events
Private Credit Club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Welcome to The Credit Clubhouse with Altin Kadareja
02:22 - From Buy-Side Frustration to Founding Cardo AI
05:37 - Overcoming Challenges and Gaining Market Trus...
Specialization Wins: Navigating Today's Credit Markets with Ali Meli of Monachil Capital Partners
Visit https://www.dealcatalyst.io/ to see our remaining events in 2026, non-conference opportunities, and much more.
Listeners can save 10 percent on conference tickets by using the code CREDIT at checkout.
This episode is presented by CARDO AI, the operating system
for asset-based finance. Visit https://cardoai.com/ to learn more.
00:00 - Welcome to The Credit Clubhouse: episode introduction
01:53 - Host Todd Anderson welcomes Ali Meli to the show
02:21 - Navigating the late stages of the private credit cycle<...
CLO Awards Series - Private Credit CLOs: Innovation, Expansion, and Opportunity with Monroe Capital
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
00:28 - Celebrating Monroe Capital's boutique CLO manager awards
02:31 - How Monroe Capital balances scale with innovation
06:08 - Private credit CLOs: A permanent shift
09:05 - Differentiating private credit CLOs and investor preferences
12:15 - Middle market loan resilience
14:27 - Seth Friedman's hobbies, books, and future predictions
Seth Friedman, Managing Director...
Back to Basics: The Core Middle Market with Aaron Kless of Andalusian Credit Partners
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
00:00 - Introducing Aaron Kless and The Credit Clubhouse episode
01:57 - The core middle market opportunity
05:10 - The growing importance of covenants in private credit
07:33 - Differentiating through sports finance as an asset class
13:04 - Navigating legislative uncertainty in collegiate sports finance
15:46 - Investing in media & entertainment's evolving landscape
19:54 - Assessing stress...
Private Credit Plus with Kanav Kalia of Oxane Partners
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
00:00 – Welcoming Kanav Kalia of Oxane Partners to discuss the evolution of private credit markets.
01:30 – Why private credit feels different in 2026
03:00 – The Rise of “Private Credit Plus”
04:00 – What’s driving the expansion beyond direct lending
06:00 – Why asset-based finance is scaling fast
08:00 – Back to First Principles: it’s still lending
11:00 – Data, surveillance & operational complexity in private...
Democratizing liquidity in private markets with Khalil Hibri of Tangible
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
00:01:31 — Introducing Tangible and the mission to democratize liquidity
00:02:10 — Why individual investors need secondary market access
00:05:15 — Bringing technology and standardization to private market transactions
00:08:10 — The rise of smaller NAV loans in private markets
00:10:00 — Building the operational infrastructure for NAV lending
00:13:00 — Liquidity demand across private equity, venture, and credit funds
00:17:00 — How embedded secondary markets reduce...
NAV Lending Moves Down Market with Tim Ivers & Dan Nolan of Warana Capital
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
00:00 – Introduction & the state of NAV lending
03:00 – NAV lending’s shift toward the middle market
07:00 – The evolution of NAV loan use cases
10:00 – A breakdown of buyout, venture, growth equity, infrastructure, and private credit strategies—and how underwriting differs across each.
14:00 – How documentation, loan structures, and lender expectations have matured as the market scales.
18:00 – Why early LP engagem...
TCC Live Series - Benchmarking Private Credit with S&P Dow Jones Indices and Lincoln International
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
00:00 - Kicking Off: Welcome to the Clubhouse and Guest Introductions
02:36 - Unpacking the S&P Lincoln Senior Debt Index: What It Is and Why Now
06:39 - Addressing Opacity: The Critical Need for Private Credit Benchmarking
09:58 - LP Reactions, Asset-Level Data, and the Index's Future Evolution
16:36 - Comparing Private and Public Markets: The Enduring Liquidity Premium<...
TCC Live Series - Liquidity, Leverage & IRR: The Borrower’s Toolkit in Fund Finance with Dina Kook of Monroe Capital
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
00:00 - Welcome to The Credit Clubhouse with Dina Kook of Monroe Capital
01:57 - Assessing today's borrower and lender fund finance market
06:00 - Dina Kook's lender-to-borrower insight and Monroe's differentiation
09:22 - Monroe Capital's core borrowing objectives and product utilization
13:17 - Increased LP transparency and diverse investor participation in fund finance
16:25 - The natural progression...
TCC Live Series: Fraud, Covenants & Course Correction in Direct Lending with Tom Quinn of 9fin
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
00:00 - Kicking off with market status and sponsor insights
02:35 - Unpacking private credit's crisis and investor responses
04:56 - Getting to know 9fin's private credit reporter
06:02 - Understanding redemption requests and semi-liquid funds
07:45 - Analyzing credit blow-ups and loosening of underwriting standards
12:00 - Exploring AI's uncertainty across tech and other industries
14:24...
The Credit Convergence Happening in Plain Sight with Jeff Hobbs of Voya Investment Management
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
Jeffrey Hobbs, Chief Investment Officer - Fixed Income, Voya Investment Management - https://www.linkedin.com/in/jeffrey-hobbs-03b93712/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
https://linktr.ee/thecreditclubhousepodcast
Kroll StepStone Partnership Brings Transparency to Private Markets
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
Tod Trabocco, Head of Private Debt Advisory, StepStone Private Debt - https://www.linkedin.com/in/tod-trabocco-cfa-9a122a/
Nino Nicotra, Director - Private Capital Markets, Kroll - https://www.linkedin.com/in/nino-nicotra-5906515/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
...
Structured Capital in Focus: Flexibility in a Changing Market with Patrick Turner of VSS Capital Partners
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
00:00 – Welcome to the Credit Clubhouse, show setup, and listener promotion.
02:45 – Background on Patrick Turner and the firm’s history in structured capital.
05:30 – What structured capital means in practice and how it differs from traditional lending.
08:15 – How the market has developed and where structured solutions fit.
11:00 – Why flexible capital solutions are increasingly important for sponsors.
13:45 – Us...
Filling the Credit Gap: ABF & the Lower Middle Market with Clark Briner at Revere Capital
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
00:00 - The Credit Clubhouse: Welcome and Clark Briner Introduction
01:55 - Founding Revere Capital: Addressing Lower Middle Market Gaps
05:07 - The Evolving Definition of the Lower Middle Market
06:45 - Lessons from 20 Years: Structure Matters in Lending
08:14 - Revere Capital's Discipline: Avoiding Style Drift
09:54 - Navigating Liquidity, Duration, and LP Education Gaps
12:50...
E57 - Navigating Liquidity in Private Equity with Yann Robard of Dawson Partners
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
00:00:11 – Welcome to the Credit Clubhouse with Yann Robard
00:00:46 – Yann’s Journey: From CPPIB to Founding Dawson Partners
00:02:05 – The Idea Behind Dawson: Better Liquidity Solutions for Private Equity
00:03:54 – Dawson Today & How Private Markets Have Evolved
00:04:18 – Dawson’s Four Pillars: Tech, Innovation, Scale & Culture
00:08:36 – Maintaining Culture While Scaling to 250 People
00:14:09 – Private Equity Outlook: Performance, Chall...
E56 - Trust but Verify: Fraud & Counterparty Risk with Fulcrum Diligence
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
00:00 - Kicking Off: Welcome to The Credit Clubhouse & Sponsor Messages
01:31 - Russell Corn on Founding Fulcrum Diligence and Objective Research
05:38 - James Devey Details the Patrick James First Brands Investigation
13:28 - Why Private Credit Funds Miss Red Flags in Due Diligence
20:03 - Balancing Privacy and Transparency in Commercial Dealings
26:43 - Why Traditional Due...
E55 - Separating Signal from Noise in Direct Lending with David Robbins of StepStone
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
00:00 - Introducing David Robbins and StepStone Group's Role
02:44 - Separating Signal from Noise in Private Credit Headlines
05:10 - Why Private Credit's Growth Attracts Scrutiny
07:27 - The Push for Retail Access to Private Markets
10:13 - Assessing Risk and Volatility in Private Credit
13:31 - How Asset Managers Address Private Credit Critiques
16:31 - Diversifying...
E54 - A No Good Very Bad Week for Direct Lending
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
00:00 - Welcome to the Clubhouse: Special Offers & Sponsor
01:31 - Unpacking the 'No Good, Very Bad Week' for Direct Lending
04:34 - Understanding Redemption Requests and the Investor Education Gap
08:47 - AI's Unknown Impact and JP Morgan's Lending Restrictions
11:40 - Navigating Fraud, Strong Returns, and Retail Investor Influx
16:00 - Apollo's Daily NAV Push and Declining...
E53: Everything Is a Portfolio: Asset-Based Finance with Joel Holsinger of Ares
This episode is presented by 9fin. The AI-native platform for modern credit teams.
Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration.
00:00 - The Credit Clubhouse: Episode Introduction and Sponsor Spotlight
01:31 - Joel Holsinger Defines Asset-Based Finance at Ares
02:16 - Joel Holsinger's Core Definition of Asset-Based Finance
03:18 - Key Drivers Behind Asset-Based Finance's Institutional Embrace
06:44 - Attracting LPs: Insurance and Non-Insurance Capital in ABF
10:20 - Trade-offs Between Captive and Flexible Investment Approaches
12:57...