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  • E16: Extracting value from inefficient European credit markets with Fabian Chrobog of NorthWall Capital
    2025/06/12

    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 Fabian Chrobog, Founder & Chief Investment Officer of NorthWall Capital.

    Key topics covered:

    • The best opportunities in credit today.
    • The stability of the UK and Europe amongst the current volatility.
    • The impact of the market volatility across NorthWall's strategies.
    • Fabian's entrepreneurial journey.
    • NorthWall's evolution.
    • The biggest questions LPs are asking.
    • The changing motivations for borrowers
    • The vision for NorthWall in the next few years.
    • And much more...


    Fabian Chrobog, Founder & Chief Investment Officer, NorthWall Capital - https://www.linkedin.com/in/fabian-chrobog-44447b/

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

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    26 分
  • E15: Fintech lending from P2P to BNPL, and beyond with Peter Renton of Renton & Co.
    2025/06/05

    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 Peter Renton, CEO & Founder of Renton & Co LLC.

    Key topics covered:

    • The state of fintech lending today.
    • The origin story of P2P lending & investing
    • How P2P helped the broader fintech market.
    • The shift from P2P to institutional funding.
    • The accessibility of credit.
    • The most interesting/exciting lending innovations.
    • Consumer protections?
    • Bank partnerships
    • The fintech lending business model and the lack of profitable firms.
    • And much more...


    Peter Renton, CEO & Founder of Renton & Co LLC - https://www.linkedin.com/in/peterrenton/

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

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    34 分
  • E14: NAV financing: maximize flexibility and optionality, with Aryeh Landsberg, Managing Director, 17Capital
    2025/05/29

    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 Aryeh Landsberg, Managing Director, 17Capital.

    Key topics covered:

    • How is NAV financing being used by GPs and LPs?
    • The most significant growth opportunity for NAV financing.
    • Misconceptions about NAV loans
    • The evolution of the NAV Finance market
    • 17Capital's Focus
    • The biggest drivers behind the growth in fund finance
    • The challenging fundraising environment
    • How NAV loans compare to other fund finance products.
    • Helping GPs align with best practices and LP expectations.
    • Higher interest rate environment
    • The outlook for NAV financing.


    Aryeh Landsberg, Managing Director, 17Capital - https://www.linkedin.com/in/aryeh-landsberg-cfa-25123aa/

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

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    38 分
  • E13: The Convergence of Public and Private Markets with Bruce Richards, Marathon Asset Management & Kevin Bliss, Virginia Retirement System
    2025/05/27

    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.


    We have a special episode for you today, Bruce Richards at Marathon Asset Management is joined by Kevin Bliss at The Virginia Retirement System to discuss The Convergence of Public & Private Markets.


    This keynote was recorded at DealCatalyst’s Private Credit Direct Lending Conference on May 12 - 13 in Nashville.


    Key topics covered:

    • Key themes across the credit spectrum today GPs and LPs should be aware of when allocating capital
    • Outlook for the volume of liability management exercises in private markets
    • Appeal of hybrid public/private capital structures for a lender vs. a typical private deal as sole or lead lender?
    • As public and private markets converge, should allocators expect premiums in the private markets to come down?
    • Views on bank distribution partnerships with private credit managers and the regulatory response to this trend
    • Basel III and the appeal/ need for SRT
    • Identifying alpha in a competitive market


    Bruce Richards, CEO & Chairman, Marathon Asset Management - https://www.linkedin.com/in/bruce-richards-6035771a9/


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

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    35 分
  • E12: CLO ETFs - Bringing a complicated institutional asset class to the masses with John Kerschner of Janus Henderson
    2025/05/22
    In this episode of The Credit Clubhouse, I sit down with John Kerschner, head of US Securitized Products at Janus Henderson, to explore the fascinating world of CLO ETFs. We delve into how these complex institutional asset classes are becoming accessible to retail investors, thanks to innovations like Janus Henderson's JAAA. John shares insights on the growth of CLO ETFs, their performance during market volatility, and the benefits they offer in terms of liquidity and diversification. We also discuss the differences between broadly syndicated loan markets and private credit CLOs, and the role of ETFs in maintaining documentation standards. Join us for a deep dive into the evolving landscape of credit investments.
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    42 分
  • E11: NAV facilities, private credit & the fundraising environment with Neal Prunier of the Institutional Limited Partners Association
    2025/05/15
    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 Neal Prunier, Managing Director, Industry Affairs for the Institutional Limited Partners Association or ILPA.Key topics covered:- Member engagement during market volatility- The most significant questions from ILPA members- ILPA's mission and member base- NAV facilities and other fund finance products- ILPA's guidance on NAV facilities - The education gap around NAV facilities and other fund finance products- Private credit and other emerging strategies- Inaugural Limited Partners Sentiment Survey findings- And much more...Neal Prunier, Managing Director, Industry Affairs, Institutional Limited Partners Association (ILPA) - https://www.linkedin.com/in/neal-prunier-41351110/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
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    37 分
  • E10: Fintech lending is stronger than ever, with Phil Goldfeder of the American Fintech Council
    2025/05/08
    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. Remember to follow the show, rate us, and leave a review. Your feedback is invaluable to us as it 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 Phil Goldfeder, CEO of the American Fintech Council.Key topics covered:- The status of fintech lending today- The role and mission of the American Fintech Council- The biggest concerns in fintech lending- Questions from regulators and legislators- How lenders operate in today's chaotic environment - Fintech/bank partnerships- The ease of access to credit- And much more.Phil Goldfeder, CEO, American Fintech Council - https://www.linkedin.com/in/philgoldfeder/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
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    38 分
  • E9: Significant Risk Transfer (SRT) Reality vs. Romanticism with Frank Benhamou of Cheyne Capital
    2025/05/01
    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. Remember to follow the show, rate us, and leave a review. Your feedback is invaluable to us as it 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 Frank Benhamou, Risk Transfer Portfolio Manager at Cheyne Capital.Key topics covered: - The global SRT market- The differences between the U.S. & EU SRT markets- The status of Basel Endgame- Issuer & Investor motivations and perspectives- Building an SRT platform from scratch- Underlying assets- Executing bilateral and syndicated transactions- LP interest & questions- Tourist investors- And much more...
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    42 分