The Credit Clubhouse is turning 1. 🎉 Weekly releases 52+ episodes 1,100+ subscribers Listeners in … 40+ countries Breakdown by region: 64% North America | 21% Europe | 15% Rest of the World 25,000+ plays Big hug to our listeners 🤗 , THANK YOU. And the fun's only just begun. Bigger and better guests, new formats, guest hosts, live shows, and more. A special thank you to our newest sponsor, @9finHQ. DealCatalyst #privatecredit #directlending #assetbasedfinance #ABF #fundfinance #structuredcredit #podcast linktr.ee/thecreditclubhouse…

The Credit Clubhouse Ep. 90 Disruption is one of the key elements of a growing market like #fundfinance. I had the chance to sit down with Matt Wilbur, Founder of Silo Fund, who is building a startup focused on #subscriptionlines. "It starts with the data and it starts with the benchmarks. Education then follows and more people get excited, then institutions become more excited." Matt and I discussed pricing, transparency, the need for benchmarks and better #fraudprevention, his passion for marathons, and more. Thank you to @AxosBank for supporting the #podcast. Learn more - axosbank.com/commercial/bank… 00:00 - Diving into fund finance with Matt Wilbur 02:00 - Why fund finance lacks transparent pricing 04:46 - The natural evolution of fund finance products 06:35 - Underwriting sub-lines: data gaps and opinions 09:21 - Comparing fund finance and data sharing challenges 12:08 - Investor demand and fraud risk in fund finance 14:26 - What protects sub-line lenders in downside scenarios 18:22 - Is fund finance a recognizable institutional asset? 20:51 - Key changes for fund finance 23:56 - How new players drive fund finance evolution 26:44 - The future of liquidity and investor guidance 29:22 - Matt Wilbur's personal passions and industry excitement 32:14 - When will fund finance standardize? DealCatalyst #lending #investing #data #liquidity #LP #GP Check out the full episode now: DealCatalyst - dealcatalyst.io/the-credit-c… YouTube - youtu.be/HwW4-hpJ8fI Apple - podcasts.apple.com/us/podcas… Spotify - open.spotify.com/episode/1FX…

The Credit Clubhouse Ep. 84 Check out the show on all platforms - linktr.ee/thecreditclubhouse… “If you go farther abroad to real #alternativeassets, things that have not been #securitized yet, things that haven’t approached the #fixedincome markets in any sustainable, institutional way, you can pick up even more #yield.” John E. Kim, CEO at Reckoner Capital Management stopped by the #podcast to talk about more niche assets like superyachts and art, whether or not #privatecredit premiums are eroding, #AI, and more. 00:00 - Diving into credit markets with John Kim of Reckoner Capital Management 02:19 - John Kim's path to niche credit investing 04:17 - Finding niche credit opportunities 06:33 - Why complex assets offer higher yields 09:44 - The surprisingly strong economy and credit risks 13:59 - Finding compoundable gains beyond equities 17:04 - Are private credit premiums eroding? 22:42 - The evolution of niche ABS markets 26:32 - The nuances of art and superyacht finance 31:18 - Market size and returns in esoteric assets 35:38 - Competing in growing alternative credit spaces 39:01 - Choosing expertise over name brand managers 41:08 - Solving problems with financial engineering 43:55 - Lending and credit in the evolving AI industry 46:35 - Hobbies, books, and predictions 51:35 - Thank you from The Credit Clubhouse DealCatalyst #lending #investing #credit #esotericassets #ABS Watch 📺 or listen 🎧 to the full episode on Spotify - open.spotify.com/episode/3Hz…

The Credit Clubhouse Ep. 83 Check out the show on all platforms - linktr.ee/thecreditclubhouse… "We're finding interesting opportunities in two segments of the market that are a Venn diagram that we're trying to get to overlap. The first is short duration assets, and the second is embedded lending within a broader business." Philip Bartow, Head of Specialty Finance & FinTech Lending at Sound Point Capital Management, LP stopped by the #podcast to talk about the evolution of #specialtyfinance, the role #fintech has played in growing the market, #LP education, and more. Great to see you again Philip! Thank you CARDO AI for your support of the pod! 00:00 - Welcome to The Credit Clubhouse: defining specialty finance today 04:23 - From marketplace to institutional: fintech lending's journey 12:37 - Beyond tech multiples: finding value in embedded lending 19:06 - Assessing consumer health and buy now, pay later's impact 27:15 - The win-win of embedded lending and concentration risks 31:30 - Navigating public vs. private ABS and banks' evolving role 36:32 - Capital inflows, market health, and LP Education 42:07 - Personal insights, predictions, and episode conclusion #lending #investing #privatecredit #privateABS #publicABS #BNPL #embeddedfinance Watch 📺 or listen 🎧 on Spotify: open.spotify.com/episode/1Vn…

The Credit Clubhouse. Subscribe and give us a 5 ⭐ rating. "It's only recently in the past few years where #privatecapital has been serving man of the #borrowers that historically would have gotten loans guaranteed by Fannie Mae and Freddie Mac. That's a significant change." Mark Tecotzky, Vice Chairman at Ellington Management Group stopped by the #podcast to talk about the influence of #privatecredit on traditional #structuredcredit markets, the impact of #AI on #credit and #investment decisions, and more. Thank you @CARDO_AI for continuing to support the show 🫶. 00:00 - Shaping investment philosophy through market shocks 05:18 - Corporate vs. consumer credit: transparency matters 09:08 - The hidden cost of illiquidity 12:02 - Private capital's new role in mortgage markets 15:52 - Navigating commercial mortgage market shocks and recovery 21:35 - Consumer credit's K-shaped recovery 25:16 - Securitization transforms private assets 33:41 - Data and AI in investment decisions 39:48 - AI's impact on consumer finance 43:32 - AI innovation in credit markets 46:38 - Navigating markets and personal insights: A wrap-up #investing #lending #mortgage #realestate #consumer #corporatedebt #liquidity Check out the full episode on Spotify - open.spotify.com/episode/2o9…

The Credit Clubhouse. Subscribe and give the show a 5 ⭐ rating. Check out all the platforms on Linktree - linktr.ee/thecreditclubhouse… "I think it's more about that the product has become a toolkit for these funds, and a must-have product that has evolved. I think simply the reason for the demand and growth has just been that the product has become a must-have and becoming more mainstream." Rory Smith, Founder, and James Strode, Senior Associate at Brickfield Recruitment joined me on the show to discuss the fund finance talent pipeline, their new content offering, and more. Don't miss the opportunity to see Brickfield join us in #LasVegas for #FundFinanceWest. James and Rory are helping build our talent panel, bringing some of the same themes to our program in October. If you don't yet have your tickets, get them today - dealcatalyst.io/events/fund-… 00:00 - Welcome to the Credit Clubhouse 02:26 - The explosive growth of fund finance markets 04:26 - This episode is presented by CARDO AI 05:23 - Assessing the current optimistic mood in fund finance 07:12 - Addressing the fund finance talent pool shortage 10:55 - Expanding the talent pool 12:57 - Disruption and portability in the legal market 16:23 - How hiring standards have evolved in fund finance 19:19 - The need for developing new fund finance talent 22:00 - Strategies for attracting and retaining top talent 25:59 - Introducing 'Inside Fund Finance' trade journal 30:11 - Key skills for a long-term fund finance career 32:58 - Mentoring's critical role 36:28 - AI and leadership: future impact on hiring 39:07 - Getting to know our guests: fun questions 45:00 - Episode conclusion and how to connect with guests #fundfinance #talent #investing #lending #GP #LP #subscriptionlines #NAV #AI Thank you CARDO AI for your continued support of the #podcast. Watch 📺 or listen 🎧 to the full episode now on Spotify - open.spotify.com/episode/1Pt…

The Credit Clubhouse, you can see all platforms on Linktree - linktr.ee/thecreditclubhouse… "#Securitizedcredit gives you a blend of both. You can analyze collateral, look at the cash flow and how it interacts with the structure just as a #directlender would, but it's packaged in a liquid and tradable form." Joseph Allen CFA, Partner, Head of Credit at Bright Meadow / Mariner Investment Group, LLC stopped by by the #podcast to talk about #structuredcredit, #AI and #datacenters, #insurance capital, and much more. Thank you @CARDO_AI for your continued support of the show 🫶. 00:00 - Welcome to the Credit Clubhouse 02:21 - Exploring the compelling opportunities in securitized credit 04:53 - Unpacking misconceptions and growth in digital infrastructure 08:01 - How structural protection shapes securitized credit investments 11:04 - Finding value in overcrowded and overlooked credit sectors 16:09 - Understanding the drivers and risks of data center investing 24:12 - Assessing leverage, liquidity, and structural vulnerabilities in credit 28:24 - The role of insurance capital and emerging credit markets 33:25 - A bold prediction for AI #investing #lending #privatecredit #credit Watch 📺 or listen 🎧 on Spotify - open.spotify.com/episode/4Qd…

The Credit Clubhouse, subscribe and give us a 5 ⭐ rating 😀 . "We're in the middle of sort of a pretty significant regime change here, where we're moving from an under supplied #corporatecredit environment to potentially an over supplied corporate credit environment.” Connor Fitzgerald, Fixed Income Portfolio Manager at Wellington Management stopped by the #podcast to discuss the #AI super cycle, the Federal Reserve Board's policy, where the corporate credit markets are heading, and much more. 00:00 - Welcome to the Credit Clubhouse and DealCatalyst updates 01:56 - Introducing Connor Fitzgerald from Wellington Management 02:20 - Defining characteristics of today's corporate credit environment 05:42 - Disconnects between pricing and corporate credit fundamentals 07:54 - Fed policy influence versus fiscal policy and fundamentals 11:04 - Fed policy scenarios challenging corporate credit investors 13:49 - Key drivers of bond yields and AI market distortion 18:35 - Is today's market accurately reflecting credit risk? 19:57 - Compelling opportunities outside the AI build-out 23:21 - AI infrastructure issuance and sector allocation changes 28:28 - Identifying the biggest risks in the AI build-out 33:11 - How AI issuers will evolve in IG portfolios 35:00 - Developments impacting corporate credit markets in 1-2 years 38:08 - Consensus market views investors are underestimating 39:43 - Personal insights and final thoughts on AI risks 42:00 - Thank you for listening to The Credit Clubhouse #investing #lending #fixedincome #infrastructure #investmentgrade #credit #fiscalpolicy Listen 🎧 to the full episode now on Spotify - open.spotify.com/episode/19i…

The Credit Clubhouse, follow the show and give us a 5 ⭐ rating. Check us out on all platforms via Linktree - linktr.ee/thecreditclubhouse… "One of the biggest problems facing the market it terminology. You hear #privatecredit and everything gets lumped into that, but it's more about the distribution strategy than it is about the asset." Kelly Thompson, Managing Director, and Eric Rosenthal, Senior Director at KBRA DLD stopped by the show to talk about some of the myths in private credit, what their #data shows and the need for data standardization, #software risks, and much more. Thank you @CARDO_AI for your continued support of the #podcast. 00:00 - Diving into credit markets with KBRA DLD 01:56 - Unpacking private credit headlines with performance data 07:09 - Redefining private credit beyond distribution strategy 11:50 - The need for standardized data in private credit 15:01 - How lenders and sponsors stabilize direct lending 20:07 - Assessing default risks in software and other sectors 25:47 - Direct lending's underappreciated strengths and recovery 30:28 - How to address negative narratives in private credit 35:30 - Guests' hobbies, and industry predictions #directlending #lending #investing #SaaS #credit #risk Watch 📺 or listen 🎧 to the full episode now: DealCatalyst - dealcatalyst.io/the-credit-c… YouTube - youtu.be/sipR5zdwiZo Apple - podcasts.apple.com/us/podcas… Spotify - open.spotify.com/episode/2QL…

The Credit Clubhouse, follow the show and write a 5 ⭐ review. Check out all platforms on linktr.ee/thecreditclubhouse…. "The ethos of the firm is to really be able to find new fishing holes and go where other #capital is not." Paul Lisiak, Managing Partner at Metropolitan Partners Group stopped by to discuss #privatecredit's fishing holes, the #middlemarket, #AI, and much more. Thanks again @CARDO_AI for your continued support of the #podcast. If you're interested in learning more book a demo - cardoai.com/book-a-demo/ 00:00 - Welcome to The Credit Clubhouse 02:20 - Unpacking access, complexity, and work premiums 05:10 - How sponsor capital benefits the lower middle market 07:16 - Metropolitan's ethos: loan-to-asset value & niche finding 12:04 - Speed in non-sponsored deals 14:10 - Sourcing, empathy, and 'skin in the game' principles 17:32 - Unlocking value in fundamental, below-the-radar businesses 20:07 - Mitigating risk with asset protection and covenants 23:10 - AI's impact on private credit 27:04 - Proactive interventions and managing challenging situations 33:15 - Specialization, LP sophistication, and market misconceptions 37:34 - Paul Lisiak's hobbies, insights, and future predictions 40:16 - Thank You for listening to The Credit Clubhouse #LP #lending #investing #privateequity #economy #credit Watch 📺 or listen 🎧 to the full episode now: DealCatalyst - dealcatalyst.io/the-credit-c… YouTube - youtu.be/ZL73BW8KiYs Apple - podcasts.apple.com/us/podcas… Spotify - open.spotify.com/episode/6bm…

The Credit Clubhouse, subscribe, rate, and review. Check out the show on Linktree - linktr.ee/thecreditclubhouse… "#Privatecredit is at the end of the day, private loans. Despite the different labels, the different #assetclasses, it all corresponds to one thing, private loans. And a loan is two things, a contractual return stream or coupon, and your collateral" Luke Chan, Head of Private Credit at HighVista Strategies stopped by the #podcast to talk about going back to #firstprinciples, why collateral is key, #AI, and much more. Thank you CARDO AI for the continued support of the show. 00:00 — Exploring Credit Markets and Welcoming Luke Chan 02:17 — Why Collateral is Key to Private Credit Investing 07:00 — How AI is Reshaping Software Lending Dynamics 16:35 — The Future of Software Valuations and Capital 19:18 — Addressing Capital Needs for Digital AI Infrastructure 24:45 — Finding Value in Off-the-Run Asset Types 30:55 — Understanding Real Risks in Private Credit Investing 33:18 — Lessons and Predictions for Credit Market Cycles 36:59 — Luke Chan's Hobbies, Advice, and Market Forecast #investing #lending #software #infrastructure #capital #credit #riskmanagement #valuation Watch 📺 or listen 🎧 to our full conversation now: DealCatalyst - dealcatalyst.io/the-credit-c… YouTube - youtu.be/0Tj2TkqsuYc?si=Jgk3… Apple - podcasts.apple.com/us/podcas… Spotify - open.spotify.com/episode/0KX…

The Credit Clubhouse Subscribe, rate, and review the show. Check us out on Linktree - linktr.ee/thecreditclubhouse… “If you're going to bring a different type of capital that the company will benefit from, and again, not replace their commercial bank, but complement what their commercial bank brings to them, you have to do it, and you have to meet them where they are, right? And you have to meet them in that relationship-based environment.” Dianna Carr-Coletta, Managing Director & Partner, Private Credit at @pgim stopped by to discuss #privatecredit roots with #insurance, building a relationship driven direct #origination channel, #AI, and much more. Thank you @CARDO_AI for your continued support of the #podcast. 00:00 - Welcome to the Credit Clubhouse 01:56 - PGIM's Diana Carr-Coletta on private credit's evolution 04:03 - Debunking risk perceptions in private credit lending 06:23 - How PGIM builds direct relationships with companies 10:14 - Why direct relationships matter for borrowers 13:11 - Technology's role in sourcing non-sponsored deals 15:58 - Evaluating direct lending's resilience post-GFC and COVID 18:07 - Comparing risk and return in private credit segments 23:30 - Uncovering overlooked risks and borrower education gaps 26:14 - The untapped potential in non-sponsored middle market 30:37 - Navigating competition and terms in private credit 33:47 - Investor insights and middle market competition dynamics 39:52 - Covenants as a tool for risk management and value preservation 44:31 - Private credit's exciting future 46:42 - Diana's hobbies, family, books, and AI's impact 51:07 - Thank you for listening to The Credit Clubhouse #middlemarket #lending #investing #directlending #sponsorbacked #education Watch 📺 or listen to the full conversation now: DealCatalyst - dealcatalyst.io/the-credit-c… YouTube - youtu.be/REIYloZAaSg Apple - podcasts.apple.com/us/podcas… Spotify - open.spotify.com/episode/0bz…

The Credit Clubhouse, subscribe, rate, and review. Check us out on all platforms on Linktree - linktr.ee/thecreditclubhouse… This is the second installment of episodes featuring #CLO award winners, this week we feature the winner of BSL CLO Manager of the Year - Greater than $7Bn USD Oak Hill Advisors, L.P. TK Narayan, Partner - Structured Products joined me to discuss the evolution of the #CLOMarket, the impact of #AI, the influence of #privatecredit, and more. Thank you @CARDO_AI for your continued support of the show. 00:00 - Welcome to The Credit Clubhouse: CLO Awards Special 02:19 - Oak Hill Advisors' CLO Award and investor priorities 06:21 - How the CLO market has evolved since 2001 11:52 - The role of scale in CLO management success 15:35 - Future outlook for BSL market and AI's credit impact 19:03 - Understanding private credit's influence on the CLO market 23:25 - The broadening landscape of CLO investor types 29:05 - The transformative impact of AI on CLO management 33:34 - Personal insights and predictions #podcast #CLOinvestor #CLOmanager #credit #fixedincome #publicmarkets #privatemarkets Watch 📺 or listen 🎧 to the full episode now: DealCatalyst - dealcatalyst.io/the-credit-c… YouTube - youtu.be/ARqv4LFyhf0 Apple - podcasts.apple.com/us/podcas… Spotify - open.spotify.com/episode/7Cd…

The Credit Clubhouse. "#RealEstate is as much #underwriting, #investing, and #duediligence as it is timing." Samir Tejpaul, Head of Investments at @mrcrealestate stopped by the #podcast to discuss where #commercialrealestate is today, the growing influence of #privatecredit on the market, #AI and #datacenters, and much more. Thank you @CARDO_AI for your support of the show. Book a demo to learn more - ⁠cardoai.com/book-a-demo/⁠.⁠ 00:00 - Kicking Off the Episode with Samir Tejpaul 02:19 - Samir Tejpaul's evolving perspective on risk and opportunity 04:16 - Navigating commercial real estate in the second half of 2026 08:23 - Why the debt market now sets the tone in CRE 12:45 - Bullish on Bay Area, cautious on bifurcated office 18:29 - The journey of alternative lending post-GFC 26:01 - Innovating in today's competitive debt market 29:21 - Data centers: real estate or infrastructure? 31:25 - How AI is reshaping office, industrial, and housing 37:24 - AI: Enhancing data, not replacing human judgment 39:50 - Preparing for equity capitulation and market stability in 2027 43:23 - Samir Tejpaul's hobbies, leadership, and optimistic future view #infrastructure #lending #alternatives Watch 📺 or listen 🎧 to the full episode now: DealCatalyst - dealcatalyst.io/the-credit-c… YouTube - youtu.be/E65Op0-JzDY Apple - podcasts.apple.com/us/podcas… Spotify - open.spotify.com/episode/1mb…

The Credit Clubhouse - linktr.ee/thecreditclubhouse… "The market needs to be able to scale faster and not be limited by what the deal team could produce. ALTIN KADAREJA, Co-Founder & CEO at CARDO AI stopped by the discuss moving off spreadsheets, the next evolution of #privatecredit, and much more. Thank you @CARDO_AI for your support of the show. 00:00 - Welcome to The Credit Clubhouse with Altin Kadareja 02:22 - From Buy-Side Frustration to Founding Cardo AI 05:37 - Overcoming Challenges and Gaining Market Trust 08:12 - Cardo AI's Role in Private Credit Strategies 10:50 - Why Insurers are Investing in Private Credit 13:26 - Challenges for GPs Seeking Insurance Capital 15:51 - The Industry's Move to Continuous Data Transparency 19:19 - A New Structural Dynamic in Credit Markets 22:20 - Emerging Asset Classes and Cardo AI's Adaptability 25:52 - Technology's Role in Streamlining Private Credit Deals 28:47 - Enhancing Valuation Transparency with Technology 31:05 - Addressing Regulatory Concerns and Market Stability 36:04 - Analyzing the Private Credit Market's Future 38:04 - Tangible Applications of AI in Finance Today 41:13 - Defining the Future of Work in Finance 43:43 - Ensuring Trust and Compliance in Financial AI 47:06 - The Backbone of Scaling Private Markets 50:08 - Personal Insights and Future Market Outlook 54:17 - Thank You for Listening to The Credit Clubhouse #AI #insurance #GP #LP #structuredcredit #compliance #credit #podcast #assetbasedfinance #ABF #privatemarkets #alternatives Watch 📺 or listen 🎧 : DealCatalyst - dealcatalyst.io/the-credit-c… YouTube - youtu.be/6pcYC-rZgig Apple - podcasts.apple.com/us/podcas… Spotify - open.spotify.com/episode/2cV…

The Credit Clubhouse new episode drop. Don’t forget to follow, rate, review, and share with friends. Find us on Linktree - linktr.ee/thecreditclubhouse… Ali Meli , Founder of Monachil Capital Partners LP stopped by to discuss specialization & domain expertise, where we are in the #credit cycle, and much more. Thank you to our newest #podcast sponsor, CARDO AI. So great to see a new supporter of the show 😁. 00:00 - Welcome to The Credit Clubhouse: episode introduction 01:53 - Host Todd Anderson welcomes Ali Meli to the show 02:21 - Navigating the late stages of the private credit cycle 03:28 - Identifying top risk-adjusted opportunities in credit markets 05:15 - Outperforming: scale or specialization in private credit? 08:02 - Understanding Monachil Capital Partners' niche lending strategy 09:48 - Market shift: from direct lending to specialty finance 12:15 - Exploring interesting opportunities in asset-based finance 13:25- Finding value in under-capitalized specialty finance markets 15:11 - Overcoming disadvantages for non-scaled fintech lenders 19:20 - The transformative impact of AI on fintech lending 19:48 - Rethinking Liquidity Management in Private Credit Funds 21:50 - Skepticism on private credit secondary market liquidity 26:31 - LP demand: selective allocation in private credit 30:39 - Unpacking Underappreciated Trends in Private Credit Markets 35:25 - What excites Ali Meli most about lending today 37:57 - Concerns about market correction and second-order impacts 39:57 - Personal insights and a prediction for the next year #privatecredit #structuredcredit #secondaries #GP #LP #fintech #specialtyfinance #ABF #assetbasedfinance #lending #investing Watch 📺 or listen to🎧to the full episode now: DealCatalyst - dealcatalyst.io/the-credit-c… YouTube - youtu.be/BlmYGwaSg7E?is=ChE3… Apple - podcasts.apple.com/us/podcas… Spotify - open.spotify.com/episode/5i3…

The Credit Clubhouse is kicking off a special series of episodes highlighting some of our #CLO award winners. First up, Boutique #PrivateCredit CLO Manager of the Year and Innovative #PrivateCreditCLO Manager - Monroe Capital LLC. Seth Friedman, Managing Director, Head of Structured Solutions joined me on the #podcast to talk about the growth of private credit CLOs, the #middlemarket, and much more. Thanks again to 9fin for their support of the pod. 00:28 - Celebrating Monroe Capital's boutique CLO manager awards 02:31 - How Monroe Capital balances scale with innovation 06:08 - Private credit CLOs: A permanent shift 09:05 - Differentiating private credit CLOs and investor preferences 12:15 - Middle market loan resilience 14:27 - Seth Friedman's hobbies, books, and future predictions #investing #lending #structuredcredit #credit Watch 📺 or listen 🎧 to the full episode now: DealCatalyst - dealcatalyst.io/the-credit-c… YouTube - youtu.be/tjRpZ5hP7uY?si=R91u… Apple - podcasts.apple.com/us/podcas… Spotify - open.spotify.com/episode/4Io…

New pod episode on The Credit Clubhouse - linktr.ee/thecreditclubhouse… Back to Basics: The Core #MiddleMarket with Aaron Kless of Andalusian Credit Partners. Thanks to Aaron for stopping by to discuss the middle market opportunity in #privatecredit, the importance #covenants, #sportsfinance as an asset class, #software, and much more. Go @nyknicks ! Thanks to @9finHQ for their continued support of the show. 00:00 - Introducing Aaron Kless and The Credit Clubhouse episode 01:57 - The core middle market opportunity 05:10 - The growing importance of covenants in private credit 07:33 - Differentiating through sports finance as an asset class 13:04 - Navigating legislative uncertainty in collegiate sports finance 15:46 - Investing in media & entertainment's evolving landscape 19:54 - Assessing stress in software lending and consumer health 21:49 - Scaling credit with discipline 24:15 - Addressing misconceptions and educating private credit investors 27:14 - AI's impact on entrepreneurialism and middle market growth 29:53 - The need for a private credit terminology refresh 31:45 - Personal insights and future predictions for private credit 35:25 - Thank you for listening to The Credit Clubhouse #podcast #lending #investing #assetbasedfinance #directlending #consumer #AI #media #entertainment #credit Watch 📺 or listen 🎧 to the full episode now: DealCatalyst - dealcatalyst.io/the-credit-c… YouTube - youtu.be/SYsqWcC5x7Y Apple - podcasts.apple.com/us/podcas… Spotify - open.spotify.com/episode/6mc…

The Credit Clubhouse, subscribe, rate, review and share with friends. Check us out on Linktree - linktr.ee/thecreditclubhouse… The evolution of #privatecredit is happening in real-time. #Directlending is no longer the driving force for the market. Kanav Kalia, Chief Sales & Marketing officer from Oxane Partners joined me on the show to talk about #privatecreditplus. We discussed the growth and maturation of #Assetbasedfinance, #infrastructure, #structuredcredit, #realestate, and #fundfinance, all making up significant parts of private credit today. Thank you to the Oxane Partners team for their support. You can also check out their Compass 2026 Report on Private Credit + - oxanepartners.com/resources/… 00:00 – Welcoming Kanav Kalia of Oxane Partners to discuss the evolution of private credit markets. 01:30 – Why private credit feels different in 2026 03:00 – The Rise of “Private Credit Plus” 04:00 – What’s driving the expansion beyond direct lending 06:00 – Why asset-based finance is scaling fast 08:00 – Back to First Principles: it’s still lending 11:00 – Data, surveillance & operational complexity in private credit 14:30 – AI’s growing role across credit markets 18:00 – Real-world AI use cases for credit investors 22:00 – Banks, private credit & the new ecosystem 26:00 – Where investors are finding opportunity today 30:00 – The future of private credit infrastructure & technology Thank you @9finHQ for the continued support of the show. DealCatalyst #AI #artificialintelligence #lending #investing #podcast #credit Watch 📺 or listen 🎧 to the full episode now: DealCatalyst - dealcatalyst.io/the-credit-c… YouTube - youtu.be/Hv7bi8J4DRI Apple - podcasts.apple.com/us/podcas… Spotify - open.spotify.com/episode/2gJ…

The Credit Clubhouse - check out all platforms on our Linktree: linktr.ee/thecreditclubhouse…. Share with friends, family, and colleagues! Last week we discussed #NAVloans going down market, this week we discuss #privatemarkets infrastructure with Khalil Hibri, Founder & Managing Partner, Tangible. Tangible is helping to transform how #secondarymarkets work for #LPs, #GPs and #WealthManagers. They are helping bring #institutional liquidity solutions to #individualinvestors. Thank you @9finHQ for your continued support of the pod. 00:01:31 — Introducing Tangible and the mission to democratize liquidity 00:02:10 — Why individual investors need secondary market access 00:05:15 — Bringing technology and standardization to private market transactions 00:08:10 — The rise of smaller NAV loans in private markets 00:10:00 — Building the operational infrastructure for NAV lending 00:13:00 — Liquidity demand across private equity, venture, and credit funds 00:17:00 — How embedded secondary markets reduce risk for NAV lenders 00:21:30 — Responsible use of NAV lending and market discipline 00:25:00 — Competitive price discovery and LP best execution 00:29:30 — Why LP transactions are moving toward digital platforms 00:33:30 — Overcoming the stigma around secondary sales and fund-level liquidity 00:40:30 — Career lessons, global experience, and final reflections #privatecredit #privateequity #secondaries #investing #lending #fundfinance #podcast Watch📺 or listen🎧 to our full conversation now. Find it on your favorite platforms: DealCatalyst - dealcatalyst.io/the-credit-c… YouTube - youtu.be/h0mOyJoQ4QY Apple - podcasts.apple.com/us/podcas… Spotify - open.spotify.com/episode/6Hh…