The Credit Clubhouse

Odcinki

• 
  Treasury as a Strategic Advantage with Dustin Goldstein of TriState Capital Bank 18.09.2026 49min

  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/events⁠Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.00:58 - Welcome to The Credit Clubhouse & upcoming events01:56 - Introducing Dustin Goldstein and TriState Capital Bank02:34 - How treasury management became more strategic04:30 - Biggest changes: technology and CFO concerns06:37 - Dustin Goldstein's journey and TriState Capital's model10:08 - Treasury's importance in bank-client & multibank world16:03 - Service as the key differentiator in treasury18:42 - Balancing yield, liquidity, and operational convenience23:58 - Real-time payments and the future of treasury31:05 - Staying ahead of sophisticated fraudsters in treasury36:03 - TriState Capital's new asset-based finance vertical40:18 - Conventional wisdom, CFO advice, and market opportunities43:53 - Travel, hobbies, books, and future rate predictions48:34 - Thank you and where to find DealCatalystDustin Goldstein, Executive Vice President, Head of Treasury Management Sales and Strategy, TriState Capital Bank - https://www.linkedin.com/in/dustingoldstein/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcastImportant 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.
• 
  Private Credit Perceptions vs. Reality, Sports Finance and More 12.09.2026 31min

  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/events⁠Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.00:00 - Welcome to The Credit Clubhouse: show & conference updates02:23 - Reflecting on 9/11: a solemn New York remembrance03:48 - Private credit: perceptions, redemptions, and retail access09:30 - AI's exponential growth: capital needs and regulatory questions13:55 - Crypto's long road: transforming banking and settlement timelines20:46 - Sports ownership and private capital27:46 - Football season excitement, sponsor thanks, and future plansTodd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcastImportant 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.
• 
  Finding Alpha in Complex Credit Markets with John Kim of Reckoner Capital Management 04.09.2026 52min

  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/events⁠Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-clubListeners 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 Management02:19 - John Kim's path to niche credit investing04:17 - Finding niche credit opportunities06:33 - Why complex assets offer higher yields09:44 - The surprisingly strong economy and credit risks13:59 - Finding compoundable gains beyond equities17:04 - Are private credit premiums eroding?22:42 - The evolution of niche ABS markets26:32 - The nuances of art and superyacht finance31:18 - Market size and returns in esoteric assets35:38 - Competing in growing alternative credit spaces39:01 - Choosing expertise over name brand managers41:08 - Solving problems with financial engineering43:55 - Lending and credit in the evolving AI industry46:35 - Hobbies, books, and predictions51:35 - Thank you from The Credit ClubhouseJohn Kim, CEO, Reckoner Capital Management - https://www.linkedin.com/in/john-e-kim-97009421a/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcastImportant 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.
• 
  Specialty Finance: Capital, Complexity & Credit with Philip Bartow of Sound Point Capital Management 28.08.2026 45min

  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/events⁠Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-clubListeners 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 today04:23 - From marketplace to institutional: fintech lending's journey12:37 - Beyond tech multiples: finding value in embedded lending19:06 - Assessing consumer health and buy now, pay later's impact27:15 - The win-win of embedded lending and concentration risks31:30 - Navigating public vs. private ABS and banks' evolving role36:32 - Capital inflows, market health, and LP Education42:07 - Personal insights, predictions, and episode conclusionPhilip Bartow, Head of Specialty Finance & FinTech Lending, Sound Point Capital Management - https://www.linkedin.com/in/philip-bartow-99a51b1/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcastThis material does not constitute an offer to sell or a solicitation of an offer to buy any securities. It is being provided solely for informational and reference purposes only and is not intended to be, and must not be, the basis for any investment decision. Statements represent the subjective views of Sound Point as of the date of the recording and cannot be independently verified and are subject to change. All investing involves risks, including the risk of a total loss. Past performance is not necessarily indicative of future results.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.
• 
  The Search for Credit Alpha with Mark Tecotzky of Ellington Management Group 21.08.2026 51min

  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/events⁠Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.00:00 - Shaping investment philosophy through market shocks05:18 - Corporate vs. consumer credit: transparency matters09:08 - The hidden cost of illiquidity12:02 - Private capital's new role in mortgage markets15:52 - Navigating commercial mortgage market shocks and recovery21:35 - Consumer credit's K-shaped recovery25:16 - Securitization transforms private assets33:41 - Data and AI in investment decisions39:48 - AI's impact on consumer finance43:32 - AI innovation in credit markets46:38 - Navigating markets and personal insights: A wrap-upMark Tecotzky, Vice Chairman, Ellington Management Group - https://www.linkedin.com/in/mark-tecotzky-7bb00b134/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcastImportant 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.
• 
  The Fund Finance Talent Race is on with Rory Smith and James Strode of Brickfield Fund Finance Recruitment 18.08.2026 46min

  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/events⁠Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.00:00 - Welcome to the Credit Clubhouse02:26 - The explosive growth of fund finance markets04:26 - This episode is presented by CARDO AI05:23 - Assessing the current optimistic mood in fund finance07:12 - Addressing the fund finance talent pool shortage10:55 - Expanding the talent pool12:57 - Disruption and portability in the legal market16:23 - How hiring standards have evolved in fund finance19:19 - The need for developing new fund finance talent22:00 - Strategies for attracting and retaining top talent25:59 - Introducing 'Inside Fund Finance' trade journal30:11 - Key skills for a long-term fund finance career32:58 - Mentoring's critical role36:28 - AI and leadership: future impact on hiring39:07 - Getting to know our guests: fun questions45:00 - Episode conclusion and how to connect with guestsRory Smith, Founder, Brickfield Fund Finance Recruitment - https://www.linkedin.com/in/rory-smith-82476914/James Strode, Senior Associate, Brickfield Fund Finance Recruitment - https://www.linkedin.com/in/james-strode-85b3a8118/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcastImportant 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.
• 
  Beyond Yield: Finding Value in Securitized Credit with Joe Allen of Bright Meadow Capital 13.08.2026 37min

  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/events⁠Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.00:00 - Welcome to the Credit Clubhouse02:21 - Exploring the compelling opportunities in securitized credit04:53 - Unpacking misconceptions and growth in digital infrastructure08:01 - How structural protection shapes securitized credit investments11:04 - Finding value in overcrowded and overlooked credit sectors16:09 - Understanding the drivers and risks of data center investing24:12 - Assessing leverage, liquidity, and structural vulnerabilities in credit28:24 - The role of insurance capital and emerging credit markets33:25 - A bold prediction for AIJoe Allen, Deputy CIO & Head of Securitized Credit Strategies, Bright Meadow Capital - https://www.linkedin.com/in/joseph-allen-cfa-6071445/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcastImportant 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.
• 
  Rates, Software, and the Next Phase of Fixed Income with Connor Fitzgerald of Wellington Management 06.08.2026 42min

  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/events⁠Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.00:00 - Welcome to the Credit Clubhouse and DealCatalyst updates01:56 - Introducing Connor Fitzgerald from Wellington Management02:20 - Defining characteristics of today's corporate credit environment05:42 - Disconnects between pricing and corporate credit fundamentals07:54 - Fed policy influence versus fiscal policy and fundamentals11:04 - Fed policy scenarios challenging corporate credit investors13:49 - Key drivers of bond yields and AI market distortion18:35 - Is today's market accurately reflecting credit risk?19:57 - Compelling opportunities outside the AI build-out23:21 - AI infrastructure issuance and sector allocation changes28:28 - Identifying the biggest risks in the AI build-out33:11 - How AI issuers will evolve in IG portfolios35:00 - Developments impacting corporate credit markets in 1-2 years38:08 - Consensus market views investors are underestimating39:43 - Personal insights and final thoughts on AI risks42:00 - Thank you for listening to The Credit ClubhouseConnor Fitzgerald, Fixed Income Portfolio Manager, Wellington Management - https://www.linkedin.com/in/connor-fitzgerald-789b0b166/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcastImportant 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.
• 
  Private Credit Mythbusting with Kelly Thompson and Eric Rosenthal of KBRA DLD 30.07.2026 40min

  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/events⁠Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.00:00 - Diving into credit markets with KBRA DLD01:56 - Unpacking private credit headlines with performance data07:09 - Redefining private credit beyond distribution strategy11:50 - The need for standardized data in private credit15:01 - How lenders and sponsors stabilize direct lending20:07 - Assessing default risks in software and other sectors25:47 - Direct lending's underappreciated strengths and recovery30:28 - How to address negative narratives in private credit35:30 - Guests' hobbies, and industry predictionsKelly Thompson, Managing Director, KBRA DLD - https://www.linkedin.com/in/kelly-thompson-29179313/Eric Rosenthal, Senior Director, KBRA DLD - https://www.linkedin.com/in/eric-rosenthal-5866489/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcastImportant 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.
• 
  Private Credit's Fishing Holes with Paul Lisiak of Metropolitan Partners Group 24.07.2026 41min

  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/events⁠Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.00:00 - Welcome to The Credit Clubhouse02:20 - Unpacking access, complexity, and work premiums05:10 - How sponsor capital benefits the lower middle market07:16 - Metropolitan's ethos: loan-to-asset value & niche finding12:04 - Speed in non-sponsored deals14:10 - Sourcing, empathy, and 'skin in the game' principles17:32 - Unlocking value in fundamental, below-the-radar businesses20:07 - Mitigating risk with asset protection and covenants23:10 - AI's impact on private credit27:04 - Proactive interventions and managing challenging situations33:15 - Specialization, LP sophistication, and market misconceptions37:34 - Paul Lisiak's hobbies, insights, and future predictions40:16 - Thank You for listening to The Credit ClubhousePaul Lisiak, Managing Partner, Metropolitan Partners Group - https://www.linkedin.com/in/paul-lisiak-0611/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcast
• 
  Back to First Principles: Why Collateral Matters with Luke Chan of HighVista Strategies 21.07.2026 40min

  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/events⁠Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.00:00 — Exploring Credit Markets and Welcoming Luke Chan02:17 — Why Collateral is Key to Private Credit Investing07:00 — How AI is Reshaping Software Lending Dynamics16:35 — The Future of Software Valuations and Capital19:18 — Addressing Capital Needs for Digital AI Infrastructure24:45 — Finding Value in Off-the-Run Asset Types30:55 — Understanding Real Risks in Private Credit Investing33:18 — Lessons and Predictions for Credit Market Cycles36:59 — Luke Chan's Hobbies, Advice, and Market ForecastLuke Chan, Head of Private Credit, HighVista Strategies - https://www.linkedin.com/in/lukechan/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcast
• 
  Private Credit's Past and Future Remain Insurance Driven with Dianna Carr-Coletta of PGIM 17.07.2026 51min

  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/events⁠Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.00:00 - Welcome to the Credit Clubhouse01:56 - PGIM's Dianna Carr-Coletta on private credit's evolution04:03 - Debunking risk perceptions in private credit lending06:23 - How PGIM Builds Direct Relationships with Companies10:14 - Why direct relationships matter for borrowers13:11 - Technology's role in sourcing non-sponsored deals15:58 - Evaluating direct lending's resilience post-GFC and COVID18:07 - Comparing risk and return in private credit segments23:30 - Uncovering overlooked risks and borrower education gaps26:14 - The untapped potential in non-sponsored middle market30:37 - Navigating competition and terms in private credit33:47 - Investor insights and middle market competition dynamics39:52 - Covenants as a tool for risk management and value preservation44:31 - Private credit's exciting future46:42 - Dianna's hobbies, family, books, and AI's impact51:07 - Thank you for listening to The Credit ClubhouseDianna Carr-Coletta, Managing Director & Partner, Private Credit, PGIM - https://www.linkedin.com/in/dianna-carr-coletta-20331135/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcast
• 
  The CLO Market Shows Strength Through Sophistication with TK Narayan of Oak Hill Advisors 14.07.2026 36min

  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/events⁠Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-clubListeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.00:00 - Welcome to The Credit Clubhouse: CLO Awards Special02:19 - Oak Hill Advisors' CLO Award and investor priorities06:21 - How the CLO market has evolved since 200111:52 - The role of scale in CLO management success15:35 - Future outlook for BSL market and AI's credit impact19:03 - Understanding private credit's influence on the CLO market23:25 - The broadening landscape of CLO investor types29:05 - The transformative impact of AI on CLO management33:34 - Personal insights and predictionsTK Narayan, Partner - Structured Products, Oak Hill Advisors - https://www.linkedin.com/in/tk-narayan-257a647/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcast
• 
  Evergreen Funds, ABF & the Future of Private Credit Allocation with Robert Stark of Nomura Asset Management International 09.07.2026 48min

  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/events⁠Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-clubListeners 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 evolution05:09 — Strategic focus: investment capabilities and vehicle preferences10:10 — Beyond direct lending: ABL, real estate, and specialty finance19:55 — Advisor education: gating, liquidity, and market understanding31:54 — Navigating public-private convergence and growth risks44:20 — Robert Stark's hobbies, book, and World Cup predictionRobert Stark, President & Deputy CEO, Nomura Asset Management International - https://www.linkedin.com/in/robert-stark-053202/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcast
• 
  Technology, Capital & the Future of CRE with Samir Tejpaul of Madison Realty Capital 01.07.2026 50min

  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/eventsPrivate 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 Tejpaul02:19 - Samir Tejpaul's evolving perspective on risk and opportunity04:16 - Navigating commercial real estate in the second half of 202608:23 - Why the debt market now sets the tone in CRE12:45 - Bullish on Bay Area, cautious on bifurcated office18:29 - The journey of alternative lending post-GFC26:01 - Innovating in today's competitive debt market29:21 - Data centers: real estate or infrastructure?31:25 - How AI is reshaping office, industrial, and housing37:24 - AI: Enhancing data, not replacing human judgment39:50 - Preparing for equity capitulation and market stability in 202743:23 - Samir Tejpaul's hobbies, leadership, and optimistic future viewSamir Tejpaul, Head of Investments, Madison Realty Capital - https://www.linkedin.com/in/samir-tejpaul-198bb553/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcast
• 
  Transparency, Technology, and the Next Frontier of Private Credit with Altin Kadareja of Cardo AI 25.06.2026 54min

  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 HomepageDealCatalyst EventsPrivate Credit ClubListeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.00:00 - Welcome to The Credit Clubhouse with Altin Kadareja02:22 - From Buy-Side Frustration to Founding Cardo AI05:37 - Overcoming Challenges and Gaining Market Trust08:12 - Cardo AI's Role in Private Credit Strategies10:50 - Why Insurers are Investing in Private Credit13:26 - Challenges for GPs Seeking Insurance Capital15:51 - The Industry's Move to Continuous Data Transparency19:19 - A New Structural Dynamic in Credit Markets22:20 - Emerging Asset Classes and Cardo AI's Adaptability25:52 - Technology's Role in Streamlining Private Credit Deals28:47 - Enhancing Valuation Transparency with Technology31:05 - Addressing Regulatory Concerns and Market Stability36:04 - Analyzing the Private Credit Market's Future38:04 - Tangible Applications of AI in Finance Today41:13 - Defining the Future of Work in Finance43:43 - Ensuring Trust and Compliance in Financial AI47:06 - The Backbone of Scaling Private Markets50:08 - Personal Insights and Future Market Outlook54:17 - Thank You for Listening to The Credit ClubhouseAltin Kadareja, Co-founder and CEO, Cardo AI - https://www.linkedin.com/in/altinkadareja/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcast
• 
  Specialization Wins: Navigating Today's Credit Markets with Ali Meli of Monachil Capital Partners 19.06.2026 44min

  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 systemfor asset-based finance. Visit https://cardoai.com/ to learn more.00:00 - Welcome to The Credit Clubhouse: episode introduction01:53 - Host Todd Anderson welcomes Ali Meli to the show02:21 - Navigating the late stages of the private credit cycle03:28 - Identifying top risk-adjusted opportunities in credit markets05:15 - Outperforming: scale or specialization in private credit?08:02 - Understanding Monachil Capital Partners' niche lending strategy09:48 - Market shift: from direct lending to specialty finance12:15 - Exploring interesting opportunities in asset-based finance13:25- Finding value in under-capitalized specialty finance markets15:11 - Overcoming disadvantages for non-scaled fintech lenders19:20 - The transformative impact of AI on fintech lending19:48 - Rethinking Liquidity Management in Private Credit Funds21:50 - Skepticism on private credit secondary market liquidity26:31 - LP demand: selective allocation in private credit30:39 - Unpacking Underappreciated Trends in Private Credit Markets35:25 - What excites Ali Meli most about lending today37:57 - Concerns about market correction and second-order impacts39:57 - Personal insights and a prediction for the next yearAli Meli, Founder, Monachil Capital Partners - https://www.linkedin.com/in/ali-meli-92ab33167/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcast
• 
  CLO Awards Series - Private Credit CLOs: Innovation, Expansion, and Opportunity with Monroe Capital 16.06.2026 18min

  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 awards02:31 - How Monroe Capital balances scale with innovation06:08 - Private credit CLOs: A permanent shift09:05 - Differentiating private credit CLOs and investor preferences12:15 - Middle market loan resilience14:27 - Seth Friedman's hobbies, books, and future predictionsSeth Friedman, Managing Director, Head of Structured Solutions, Monroe Capital - https://www.linkedin.com/in/seth-friedman-4943432/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcast
• 
  Back to Basics: The Core Middle Market with Aaron Kless of Andalusian Credit Partners 11.06.2026 35min

  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 episode01:57 - The core middle market opportunity05:10 - The growing importance of covenants in private credit07:33 - Differentiating through sports finance as an asset class13:04 - Navigating legislative uncertainty in collegiate sports finance15:46 - Investing in media & entertainment's evolving landscape19:54 - Assessing stress in software lending and consumer health21:49 - Scaling credit with discipline24:15 - Addressing misconceptions and educating private credit investors27:14 - AI's impact on entrepreneurialism and middle market growth29:53 - The need for a private credit terminology refresh31:45 - Personal insights and future predictions for private credit35:25 - Thank you for listening to The Credit ClubhouseAaron Kless, CEO & CIO, Andalusian Credit Partners - https://www.linkedin.com/in/aaron-kless/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcast
• 
  Private Credit Plus with Kanav Kalia of Oxane Partners 04.06.2026 45min

  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 202603:00 – The Rise of “Private Credit Plus”04:00 – What’s driving the expansion beyond direct lending06:00 – Why asset-based finance is scaling fast08:00 – Back to First Principles: it’s still lending11:00 – Data, surveillance & operational complexity in private credit14:30 – AI’s growing role across credit markets18:00 – Real-world AI use cases for credit investors22:00 – Banks, private credit & the new ecosystem26:00 – Where investors are finding opportunity today30:00 – The future of private credit infrastructure & technologyKanav Kalia, Chief Sales & Marketing Officer, Oxane Partners - https://www.linkedin.com/in/kaliakanav/Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/https://linktr.ee/thecreditclubhousepodcast