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 into fund finance with Matt Wilbur

02:00 - Why fund finance lacks transparent pricing

04:46 - The natural evolution of fund finance products

06:35 - Underwriting sub-lines: data gaps and opinions

09:21 - Comparing fund finance and data sharing challenges

12:08 - Investor demand and fraud risk in fund finance

14:26 - What protects sub-line lenders in downside scenarios

18:22 - Is fund finance a recognizable institutional asset?

20:51 - Key changes for fund finance

23:56 - How new players drive fund finance evolution

26:44 - The future of liquidity and investor guidance

29:22 - Matt Wilbur's personal passions and industry excitement

32:14 - When will fund finance standardize?

Matt Wilbur, Founder, Silo Fund - https://www.linkedin.com/in/mrwilbur/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

https://linktr.ee/thecreditclubhousepodcast

Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.

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 into credit markets with Andrew Axelrod, Axar Capital

02:34 - Why distressed investing is thriving today

05:50 - Liability management exercises and their limitations

08:38 - Understanding Axar's approach to distressed companies

13:09 - Identifying what goes wrong in troubled businesses

17:49 - Where Axar finds opportunities in middle market

21:09 - The financials sector and M&A market dynamics

26:19 - Deleveraging and leadership in company turnarounds

32:41 - Dispelling myths and leveraging technology in turnarounds

37:58 - Predicting restructuring waves and addressing LP concerns

42:49 - Key learnings and a glimpse into AI's impact

Andrew Axelrod. Founder and CEO, Axar Capital - https://www.linkedin.com/in/andrew-axelrod-87ab661b9/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

https://linktr.ee/thecreditclubhousepodcast

Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.

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 background shapes lending strategy

11:07 - Underwriting high-leverage deals and construction finance

14:27 - Understanding bank pullback and borrower priorities today

17:09 - Navigating HUD insured and healthcare real estate lending

23:05 - The importance of deep specialization in niche markets

27:11 - The reality of office to residential conversions in NYC

30:47 - Addressing overcrowding and geography in real estate credit

35:04 - AI's impact, culture's power, and LP misconceptions

40:16 - Identifying underappreciated risks and a market prediction

Aaron Krawitz, CEO and Founder, Bravo Capital - https://www.linkedin.com/in/aaronkrawitz/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

https://linktr.ee/thecreditclubhousepodcast

Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.