Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
Player FM - Internet Radio Done Right
Checked 10h ago
Added two years ago
Content provided by 9fin Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 9fin Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Similar to Cloud 9fin
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Best Business Podcast (Gold), British Podcast Awards 2023 How do you build a fully electric motorcycle with no compromises on performance? How can we truly experience what the virtual world feels like? What does it take to design the first commercially available flying car? And how do you build a lightsaber? These are some of the questions this podcast answers as we share the moments where digital transforms physical, and meet the brilliant minds behind some of the most innovative products a ...
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
))
Daily Deals
Podcasts Worth a Listen
SPONSORED
V
Via Podcast
1 The Southwest’s Wildest Outdoor Art: From Lightning Fields to Sun Tunnels 30:55
30:55 
Play Later 
Play Later 
Lists 
Like 
Liked30:55
Play Later
Play Later
Lists
Like
LikedA secret field that summons lightning. A massive spiral that disappears into a salt lake. A celestial observatory carved into a volcano. Meet the wild—and sometimes explosive—world of land art, where artists craft masterpieces with dynamite and bulldozers. In our Season 2 premiere, guest Dylan Thuras, cofounder of Atlas Obscura, takes us off road and into the minds of the artists who literally reshaped parts of the Southwest. These works aren’t meant to be easy to reach—or to explain—but they just might change how you see the world. Land art you’ll visit in this episode: - Double Negative and City by Michael Heizer (Garden Valley, Nevada) - Spiral Jetty by Robert Smithson (Great Salt Lake, Utah) - Sun Tunnels by Nancy Holt (Great Basin Desert, Utah) - Lightning Field by Walter De Maria (Catron County, New Mexico) - Roden Crater by James Turrell (Painted Desert, Arizona) Via Podcast is a production of AAA Mountain West Group.…
Another maturity in the wall
Manage episode 466002092 series 3446609
Content provided by 9fin Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 9fin Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Publicly traded leveraged debt issuers are facing a collective maturity wall of $219 billion in the coming years. But unlike the Chiefs' offensive line in the Super Bowl, credit market watchers aren't expecting that wall to collapse.
In this episode of Cloud 9fin, US managing editor Bill Weisbrod sits down with credit analyst Ben Dickerman and leveraged finance reporter Dan Mika about their recent piece looking at how the 2026-27 maturity wall in the US is shaping up.
Among the highlights: how issuers are hanging on to cheap debt costs, how a leveraged finance market starved for new-money deals is giving BB-rated companies plenty of time to refinance, the uncertainties surrounding Trump administration’s economic policies, and how this story was powered by Dan’s love of drum and bass music.
As always, if you have any feedback for us, send us a note at podcast@9fin.com
191 episodes
ShareManage episode 466002092 series 3446609
Content provided by 9fin Limited. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by 9fin Limited or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Publicly traded leveraged debt issuers are facing a collective maturity wall of $219 billion in the coming years. But unlike the Chiefs' offensive line in the Super Bowl, credit market watchers aren't expecting that wall to collapse.
In this episode of Cloud 9fin, US managing editor Bill Weisbrod sits down with credit analyst Ben Dickerman and leveraged finance reporter Dan Mika about their recent piece looking at how the 2026-27 maturity wall in the US is shaping up.
Among the highlights: how issuers are hanging on to cheap debt costs, how a leveraged finance market starved for new-money deals is giving BB-rated companies plenty of time to refinance, the uncertainties surrounding Trump administration’s economic policies, and how this story was powered by Dan’s love of drum and bass music.
As always, if you have any feedback for us, send us a note at podcast@9fin.com
191 episodes
All episodes
×
C
Cloud 9fin
1 Canyon Partners’ Sheffield and Barzideh talk opportunistic credit 18:08
18:08 Play Later Play Later Lists Like Liked18:08
Play Later Play Later Lists Like LikedUS tariff policy has unleashed economic uncertainty both domestically and elsewhere. Even after a de-escalation of the worst trade tensions with China, things are still unclear. In this episode of Cloud 9fin , distressed debt reporter Max Reyes sits down with Canyon Partners opportunistic credit co-heads Chaney Sheffield and Jonathan Barzideh to better understand what unique investments can be made in the current economy and how they’re making sense of the chaos. Have any feedback for us? Send us a note at podcast@9fin.com .…
C
Cloud 9fin
Here at 9fin , we pride ourselves on being private credit enthusiasts. And that means covering all parts of the market, big or small. This includes all the nascent and niche areas like venture debt and tech lending. In this episode of Cloud 9fin , senior private credit reporter Peter Benson sits down with Ron Daniel, co-founder and CEO of Liquidity Group, a direct lender focused on tech lending. The conversation ranges from the concepts of venture debt and tech lending and how they are structured, to how the current macro environment is affecting the niche are and what the future looks like. Have any feedback for us? Send us an email at podcast@9fin.com .…
C
Cloud 9fin
1 New organ, old body — how to avoid 'tissue rejection' in private credit restructurings 35:11
35:11 Play Later Play Later Lists Like Liked35:11
Play Later Play Later Lists Like LikedGenerally speaking, lenders don’t lend money to companies with the intention of ending up as equity owners. But things don’t always go to plan. And anyone who’s been there can tell you that the hard truth for certain companies is that no plan could have ever saved it — or as Jon Weber would say: “If the baby’s ugly, the baby’s ugly.” In this week’s episode of Cloud 9fin , senior private credit reporter Shubham Saharan sits down with Jon Weber and Gisele Everett of restructuring advisory Jon F Weber & Co, to talk about some of the hard truths they confront in their work. Among them, is how to avoid “tissue rejection,” to borrow a term from the medical field, which can occur when integrating new owners into an existing company. They also discuss a recent article that Jon and Gisele co-authored in the Journal of Corporate Renewal. Have any feedback for us? Send us a note at podcast@9fin.com .…
C
Cloud 9fin
1 Private credit terms in the time of tariffs 14:49
14:49 Play Later Play Later Lists Like Liked14:49
Play Later Play Later Lists Like LikedA seemingly endless cycle of tariff pronouncements and delays has been sending stocks and liquid debt markets on a roller coaster ride in recent weeks. But what does ever-changing US tariff policy and associated market volatility mean for private credit firms? How do direct lenders keep protect themselves from the fallout and what are the key points in credit agreements these days? Join 9fin ’s senior private credit reporter, Shubham Saharan, and Mayer Brown’s head of NY private credit, Sheel Patel, in exploring those themes. Have any feedback for us? Send us a note at podcast@9fin.com .…
C
Cloud 9fin
1 Tariff volatility offers opportunities for CLOs 26:03
26:03 Play Later Play Later Lists Like Liked26:03
Play Later Play Later Lists Like LikedIn this episode of Cloud 9fin, Tanvi Gupta, global head of CLOs at 9fin , talks with Carlyle’s Lauren Basmadjian, global head of liquid credit, and Matt Maxwell, head of US loans, to discuss how CLO managers are positioning themselves in the current tariff induced volatility. They talk about taking advantage of the dislocation in the market, sector specific tariff risk, opportunities for a pull to par trade, how to pick the right assets with the current backdrop of LME risk and how these pockets of volatility could be another positive data point for CLOs.…
C
Cloud 9fin
1 Jane’s LME Addiction — Dan Kamensky will Fight for Your Right(s) 22:02
22:02 Play Later Play Later Lists Like Liked22:02
Play Later Play Later Lists Like LikedIn this episode of Jane’s LME Addiction , our head of LME coverage Jane Komsky brings in founder and board member of Creditor Rights Coalition , Dan Kamensky, to discuss treatment for similarly situated creditors within liability management exercises. They discuss when disparity in treatment becomes an issue, lender tools to fight back, and where advocacy is most needed. Find all our coverage on creditor organization at 9fin.com . Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!…
C
Cloud 9fin
1 In private credit, smaller is sometimes better 18:44
18:44 Play Later Play Later Lists Like Liked18:44
Play Later Play Later Lists Like LikedOn why some lower middle market lending specialists like to stay investing in companies with a sub-$50m EBITDA, they like to joke that it is because they like covenants. With some larger private credit managers jostling for deals at the upper end of the middle market, a larger number are sticking to their knitting in focusing on financing those smaller companies. It’s private credit’s historical sweet spot and is a space immune to some of the more borrower-friendly trends seen in competitive situations with the syndicated market. In this episode, a senior reporter in 9fin ’s US private credit team, Peter Benson, sat down with Bill Sacher, partner and head of private credit at Adams Street, to discuss what is happening in the core middle market. Is deal flow will be coming back? Will ETFs will take hold? Want to share feedback on this episode? Send us a note at podcast@9fin.com .…
Was Ardagh 's carve-out of its metal packaging business in 2021 an early example of a European LME before LMEs went global? Call it what you will, the troubled packaging conglomerate is getting a taste of both the potential upside and the backlash caused by these controversial financial maneuvers. In this episode, 9fin 's global head of restructuring, Max Frumes, sat down with European senior distressed credit analyst Emmet McNally to discuss some of the events that led us here. Events so far have culminated in the company cleansing creditors party to restructuring negotiations that failed to reach common ground. Unsecured creditors Arini and Canyon have sued the company for alleged value extraction and fraudulent conveyance dating back to the metal carve-out. Emmet and Max talk us through the headline terms of the proposals put forward by the company and the unsecured bondholder group, and discuss how bid-ask spreads between the two proposals could be narrowed to reach a mutually agreeable deal. Want to share feedback on this episode? Send us a note at podcast@9fin.com .…
C
Cloud 9fin
No one likes that feeling of being a little too thick in the middle. But finding the right balance of strength and cushion is no easy task. We’re talking about the middle office here, of course. The middle office may not always be in the spotlight, but when loan data goes awry it’s the team that keeps the gears turning and numbers in check. In this episode, head of podcasts Chase Collum chats with Jared Vest, global co-head of middle office solutions at FIS, to break down the middle office's essential roles, risks, and evolving responsibilities. They explore how accurate data and strong operational support are critical to navigate today’s fast-paced loan market. This episode was produced in partnership with FIS as part of a three-part series diving into the challenges facing middle office practitioners and users of global loan data sets. Have any feedback for us? Send us a note at podcast@9fin.com .…
C
Cloud 9fin
1 AI fireside with Steven Hunter and Sujeet Indap 39:19
39:19 Play Later Play Later Lists Like Liked39:19
Play Later Play Later Lists Like LikedAI is eating the world, or so the headlines say. But what does this really mean for debt markets? Where does AI truly excel, and what limitations persist? What implications does this technological shift hold for analysts' jobs? And how is 9fin deploying AI to address specific challenges confronting debt market professionals? Sujeet Indap, Wall Street editor at the Financial Times, sat down with Steven Hunter, CEO and co-founder of 9fin, to cut through the hype and dissect the real impact of AI on debt markets. This episode was produced from a recent 9fin webinar. If you’d like to learn more about how 9fin 's AI-powered platform can give you a competitive edge in debt markets, we’d love to chat. Schedule a personalised demo → https://9fin.com/sign-up?utm_source=hubspot&utm_medium=email&utm_campaign=ai_debtmarkets_webinar Or, stay up to date with all the latest for 9fin’s insights, news, upcoming events, and new features Join our newsletter → https://share.hsforms.com/1KaeNlWvzRlqYjJGJjHbZmgby77c Follow us on LinkedIn → https://www.linkedin.com/company/9fin Have any feedback for us? Send us a note at podcast@9fin.com .…
C
Cloud 9fin
In the credit markets, it’s important practitioners get their fax straight. No, you didn’t read that wrong — even in 2025, people still use fax machines to transmit some loans data. In our latest Cloud 9fin episode, Chase Collum, head of podcasts, and private credit analyst Devin McGinley, sit down with John Smullen, product manager at FIS. They chat about how global data trends are shaping strategies in the leveraged finance world as private credit CLOs and direct lending gain ground. This episode is part of a three-part series we’ll publish in partnership with FIS on Cloud 9fin , so look out for our next episode, coming next Thursday! Have any feedback for us? Send us a note at podcast@9fin.com .…
C
Cloud 9fin
In this episode of Jane’s LME Addiction , our head of LME coverage Jane Komsky brings in global chair of Gibson Dunn’s restructuring group, Scott Greenberg, to discuss the evolution of cooperation agreements within liability management exercises. They discuss the different types of co-ops, why co-ops have become expected in US deals, their spread to the EU, and the validity of antitrust arguments. Find all our coverage on co-ops at 9fin.com . Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!…
C
Cloud 9fin
Three media companies, in vaguely the same vicinity, in fair debt markets where we lay our scene — where ancient business models encounter new scrutiny, and AI generates images you can’t unsee… Valentine’s Day has been and gone, so why on earth are we besmirching Romeo and Juliet with terrible puns? You should listen to the episode for the full picture, but basically we’re discussing three recent debt transactions from X/Twitter , Snap , and Getty Images . These deals might not seem immediately connected, but there’s a thread running through all three. In an age of political upheaval and rapid technological advancement, what do they tell us about the future of media? William Hoffman, David Bell and Will Caiger-Smith are here to discuss, and to crowdsource ideas for sponsored 9fin Snapchat filters. Want to share feedback on this episode? Send us a note at podcast@9fin.com .…
In the private equity world, continuation vehicles have been a bit of a blockbuster, so can the structure's success transfer to private credit? We have already seen BlackRock's $1.3bn continuation vehicle last year, and some market participants are expecting to see even more in 2025. On the other side however, this might not be as straight forward as in the PE world, and there is a growing pool of skeptics. In this episode of Cloud 9fin , senior private credit reporter Synne Johnsson sits down with private credit reporter Jemima Denham, to discuss all things private credit continuation vehicles -- Why are they the current talk of the town? What are the challenges? And will they eventually take off? Have a listen to hear this discussion on continuation vehicles in the private credit market. If you have any feedback for us, send us a note at podcast@9fin.com . Thanks for listening.…
We talk a lot about leverage at the 9fin office (it’s kind of the story behind our company name, in case you were wondering) so it should come as no surprise that we think it’s interesting. But in the world of Significant Risk Transfer, it’s especially fascinating — and controversial. You may have caught the story that Celeste Tamers, part of our growing asset-based finance team, broke last week about Deutsche Bank pulling back from offering repo financing on SRT trades . In this episode of Cloud 9fin , Celeste and our asset-based finance editor Owen Sanderson pick that story apart and use it to explore the history of SRT, to help listeners understand why regulators are raising their eyebrows at the recent growth of this important market . Any feedback on this episode? Email us at podcast@9fin.com .…
C
Cloud 9fin
1 Jane's LME Addiction: Never been in Better Health 21:29
21:29 Play Later Play Later Lists Like Liked21:29
Play Later Play Later Lists Like LikedLong live liability management. In this episode of our new show Jane’s LME Addiction , our head of LME coverage Jane Komsky brings in Latham & Watkins partner George Klidonas and C Street founder and CEO Jon Henes, to discuss the Better Health transaction and its implications for future LMEs. Also under discussion: how liability management has taken off as an industry, how law firms and advisors are adapting to this boom in business, and the creative moves market participants are making to ensure the LME space lives a lengthy and healthy life. Listeners might notice a bit of background noise because this episode is also recorded in video format! Find it on YouTube here ! Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!…
Publicly traded leveraged debt issuers are facing a collective maturity wall of $219 billion in the coming years. But unlike the Chiefs' offensive line in the Super Bowl, credit market watchers aren't expecting that wall to collapse. In this episode of Cloud 9fin , US managing editor Bill Weisbrod sits down with credit analyst Ben Dickerman and leveraged finance reporter Dan Mika about their recent piece looking at how the 2026-27 maturity wall in the US is shaping up. Among the highlights: how issuers are hanging on to cheap debt costs, how a leveraged finance market starved for new-money deals is giving BB-rated companies plenty of time to refinance, the uncertainties surrounding Trump administration’s economic policies, and how this story was powered by Dan’s love of drum and bass music. As always, if you have any feedback for us, send us a note at podcast@9fin.com…
C
Cloud 9fin
With Super Bowl Sunday upon us, much like over a third of the US, we thought we’d focus on sports. Private credit has been circling sports for some time as an investment opportunity. Many regulatory changes in the past year and an increasing number of emerging sports leagues have brought it back into view to begin this year. In this episode of Cloud 9fin , senior reporter Peter Benson sits down with Aaron Kless, managing partner and CIO at Andalusian Credit Partners, to discuss all things private credit and sports. The discussion topics include the institutionalization of the sports market, how credit works with sports franchises and other areas of the sporting world that are ripe for credit investment. As always, if you have any feedback for us, send us a note at podcast@9fin.com…
People love to talk about the battle between banks and private credit firms in leveraged debt markets. And at a high level, it’s true that the dealflow has bounced back and forth between the two over recent years — but markets are a lot more complex than a game of table tennis. In this episode of Cloud 9fin , Synne Johnsson sits down with Soren Christensen, partner and head of capital markets at Cinven , and Amit Bahri, co-head of European direct lending at Goldman Sachs , to break down how private credit’s role has evolved over the years. Among the highlights: how sponsors have adapted to embrace private credit, what the return of the BSL market means for direct lender strategies, the attraction of junior PIKs, and predictions for 2025. As always, if you have any feedback for us, send us a note at podcast@9fin.com .…
C
Cloud 9fin
1 How are the Southern California wildfires impacting LevFin? 6:26
6:26 Play Later Play Later Lists Like Liked6:26
Play Later Play Later Lists Like LikedThe full extent of the damage from this season’s California wildfires is yet to be determined, but one thing that is certain is that some leveraged credits are starting to feel the heat. In this week’s episode of Cloud 9fin , US managing editor Bill Weisbrod and deputy leveraged finance editor Sasha Padbidri survey the extent of the damage and discuss which industries are among the most impacted. Find Sasha’s latest report about the wildfires’ impact on leveraged credits here . If you have any feedback or want to get in touch, send us a note at podcast@9fin.com . Thanks for listening!…
C
Cloud 9fin
1 How many private credit managers does an LP really need? 8:07
8:07 Play Later Play Later Lists Like Liked8:07
Play Later Play Later Lists Like LikedAfter years of growth and positive sentiment, 2024 saw private credit’s smallest fundraising haul since 2019. But the year-on-year drop in capital raised was far less significant than the drop in the number of funds that were closed. In this week’s episode of Cloud 9fin , US private credit editor David Brooke and reporter Anna Russi discuss the latest results in private credit fundraising and how LPs are consolidating around their favorite firms. The conversation walks through how investors are feeling about the asset class and whether the incoming Trump administration can help or hinder funds on the road next year. Read Anna and David's article diving into these trends here . Have any questions or feedback for us? Want to join us on the podcast? Send a note to podcast@9fin.com to get in touch. Thanks for listening!…
C
Cloud 9fin
1 Introducing Jane's LME addiction: The bookends of the Serta era 17:28
17:28 Play Later Play Later Lists Like Liked17:28
Play Later Play Later Lists Like LikedFor this week’s Cloud 9fin episode, we’re launching a new monthly recurring series: Jane’s LME Addiction, in which distressed legal analyst Jane Komsky dives into the latest news in liability management. Joined by 9fin global head of distressed and restructuring Max Frumes and 9fin head of legal James Wallick, Jane walks through the landmark decision out of the Fifth Circuit Court of Appeals in the Serta Simmons case and what it means for LMEs going forward. Find all our coverage on Serta at 9fin.com , including our latest stories on the contours of potential uptiering transactions in 2025 and the evolution from Serta blockers to “ Fifth Circuit blockers .” If you have any feedback for us, send us a note at podcast@9fin.com . Thanks for listening.…
C
Cloud 9fin
1 More tailwinds than headwinds for CLOs in 2025 32:24
32:24 Play Later Play Later Lists Like Liked32:24
Play Later Play Later Lists Like LikedA record breaking year comes to an end. What could possibly come next? How about another? In this week's episode of Cloud 9fin , Tanvi Gupta, global head of CLOs at 9fin , talks with Pratik Gupta, head of CLO and RMBS research at Bank of America, to discuss the outlook for 2025. They talk about ETFs, performance across the CLO capital structure, LMEs, co-op agreements, HY bond buckets and why 2025 might match the record breaking levels of issuance we've seen in 2024. Have any feedback on the episode? Send us a note at podcast@9fin.com . Thanks for listening.…
C
Cloud 9fin
Who is more invested in a breakfast of eggs and bacon — a chicken or a pig? And what does this have to do with leveraged finance? Find out in this week’s episode of Cloud 9fin as global head of distressed debt and restructuring Max Frumes talks with Mike Harmon about his forthcoming book The Financial Restructuring Tool Set: How to Fix Your Broken Balance Sheet . They talk about the various ways that a company can restructure in and out of court, the evolution of the distressed debt playbook, and what restructuring has in common with Lewis Carroll’s Alice in Wonderland. Mike Harmon is a lecturer in management at the Stanford Graduate School of Business, managing partner of Gaviota Advisors, LLC who spent 21 years in the special situations and global principal groups at Oaktree Capital Management. Have any feedback for us? Send us a note at podcast@9fin.com . Thanks for listening.…
C
Cloud 9fin
After a great run co-founding and helping to build up the European Leveraged Finance Association, Sabrina Fox is putting ELFA on the shelf to focus on her work at Fox Legal Training and Good Girl to Goddess . In this episode of Cloud 9fin , ESG analyst Jennifer Munnings sits down with Sabrina to explore how ELFA has shaped buyside engagement and elevated standards in credit markets. From the rise of J.Crew blockers and their impact on covenant protections to ELFA’s efforts to foster transparency and innovation in ESG practices, Sabrina offers a front-row perspective on the evolving landscape of leveraged finance. They also discuss the challenges of balancing incumbent flexibility with investor safeguards and what lies ahead for the industry as Sabrina embarks on her next chapter. Have any feedback on this episode? Send us a note at podcast@9fin.com . Thanks for listening.…
C
Cloud 9fin
Are you a business owner and now looking to retire? Not to worry, because as private equity sponsors fund that move to Florida, their acquisitions are made possible by the private credit firms which have cultivated a lower middle market lending strategy. But lower middle market lending is, of course, not without its challenges. Intensifying competition from firms honing in on the space and a complicated macroeconomic picture have pushed pricing down to levels last seen in the giddy days of 2021. In the latest episode of Cloud 9fin Michelle Handy, chief investment officer of First Eagle Alternative Credit’s Direct Lending business, joins 9fin senior reporter Shubham Saharan to talk about that corner of the private credit world. They unpack the opportunities and obstacles in lower middle market lending, the benefits of having a large existing portfolio, while also touching on the growing asset-based lending market (not to be confused with asset-backed lending!). For feedback on the podcast, or to learn how to get involved, send a note to podcast@9fin.com . Thanks for listening!…
C
Cloud 9fin
More and more, the lines are blurring between our private credit and distressed coverage. In this episode of Cloud 9fin , private credit editor David Brooke mines the reportage of Bianca Boorer, senior distressed debt reporter, and Shubham Saharan, senior private credit reporter. They talk about the challenge Lycra ’s stakeholders face in navigating the company’s balance sheet, and why the company is considering a private credit option, even if it wouldn’t provide it with all the liquidity — or should we say elasticity — it needs to tackle its entire capital stack. Do listen in to find out why private credit has the leg(ging) up on the competition! Follow all of 9fin’s coverage of the Lycra situation here . If you have any feedback for us, send us a note at podcast@9fin.com . Thanks for listening.…
C
Cloud 9fin
1 What could go wrong in the 'golden age' of private credit? 35:50
35:50 Play Later Play Later Lists Like Liked35:50
Play Later Play Later Lists Like LikedNot all that glitters is gold. And not everyone agrees that the recent era for private credit should be called “the golden age.” In this week’s episode of Cloud 9fin , produced in partnership with Arena Investors, senior private credit reporter Peter Benson sits down with Arena co-founding CEO and CIO Dan Zwirn to talk through his latest white paper. He takes a contrarian look at the direct lending space, and considers whether this high-rate environment will turn out to be as fruitful for late adopters as the hype would lead one to believe. Have any feedback for us? Please send us a note at podcast@9fin.com . Thanks for listening!…
C
Cloud 9fin
Private credit in both the US and Europe has faced a great deal of pressure from bank lenders in 2024. But despite a slow start, the asset class is holding its ground on a year-to-date basis. In this week’s episode of Cloud 9fin , private credit editor David Brooke digs into the data with analysts Devin McGinley and Elijah Jackson. They chat through the trends, diving into their respective Q3 2024 private credit reports. You can read both reports here and here . To learn more about 9fin ’s private credit reports, send a note to the team at private-credit@9fin.com . For feedback on the podcast, or to learn how to get involved, send a note to podcast@9fin.com . Thanks for listening!…
A majority of American voters have embraced Donald Trump’s message, and a lot of things are about to change. What does his resounding victory in this week’s Presidential election mean for debt capital markets? It’s a little early to give a comprehensive answer, but in this special edition of Cloud 9fin we’ve done our best to touch on some of the big issues. Tune in to hear Will Caiger-Smith and Sasha Padbidri break down the implications in a short but sweet 10 minutes.…
Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.
Daily Deals
Similar to Cloud 9fin
Big tech is transforming every aspect of our world. But how, and at what cost? This season of Land of the Giants – The Disney Dilemma – focuses on Disney’s ability to weather the ups and downs of the business cycle and changing tastes and explores what has kept it successful for over 100 years. The entertainment giant has leveraged nostalgia and its intellectual property to build a beloved brand, but after an acquisition spree that included Marvel, Lucasfilm, and 20th Century Fox, can it sus ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
Alessandro Bogliari, CEO and Co-Founder of The Influencer Marketing Factory, a global influencer marketing agency, talks with great guests about influencer marketing, social media, the creator economy, social commerce and much more.
…
continue reading
Best Business Podcast (Gold), British Podcast Awards 2023 How do you build a fully electric motorcycle with no compromises on performance? How can we truly experience what the virtual world feels like? What does it take to design the first commercially available flying car? And how do you build a lightsaber? These are some of the questions this podcast answers as we share the moments where digital transforms physical, and meet the brilliant minds behind some of the most innovative products a ...
…
continue reading
It didn’t all change in March 2020. Not really. The UK high street has been in the throes of a gradual revolution for decades. From the rise of ecommerce, to the birth of mobile, social commerce, and a growing emphasis on experience, change has been underway for a while. In fact for many, the pandemic has acted as a wake-up call. Digital transformation was no longer a ‘nice to have’ but a matter of survival. Necessity sparked innovation and customers are enjoying more flexibility and conveni ...
…
continue reading
Call them changemakers. Call them rule breakers. We call them Redefiners. And in this provocative podcast, we explore how daring leaders from across industries and around the globe are redefining their organizations—and themselves—to create extraordinary impact in today’s rapidly changing world. In each episode, Russell Reynolds Associates Leadership Advisor Hoda Tahoun and former CEO Clarke Murphy host engaging, purposeful conversations with leaders in and out of the business world who shar ...
…
continue reading
Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
Welcome to the What’s Next! Podcast. I’ve met so many brilliant people as I traveled the globe and have had some fascinating conversations that I’ve wished had been recorded so I could share them with you - this podcast was a way for me to recreate those moments and let you in on some fantastic insights. My current conversations center around one objective: what's next for companies and individuals as they look to innovate and grow. I hope these conversations inspire you as much as they have ...
…
continue reading
Some Goodness is hosted by Richard Ellis, a seasoned sales leader passionate about inviting top business minds to share their wisdom. Each episode is only 15-20 minutes, perfect for your commute or workout.
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Player FM - Podcast App
Go offline with the Player FM app!
Go offline with the Player FM app!
