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22 mag

Morgan Stanley's Chris Ortega breaks down mid-market infrastructure investing

Chris Ortega, Head of the Americas at Morgan Stanley Infrastructure Partners (MSIP), joins Crossroads to discuss the rise of mid-market infrastructure as a distinct and increasingly important investment strategy. He explains how the segment has evolved beyond size definitions to focus on sourcing and value creation. Ortega also explores how MSIP drives value through identifying businesses with robust, consistent earnings while preserving exit flexibility across a variety of financial and strategic buyers.

22 mag

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28 min
19 giu

Canyon’s CIO says more distressed opportunities await

Issues in the software space and a looming maturity wall will result in a return to more traditional distressed opportunities, says Jeff Kivitz, chief investment officer at Canyon Partners, on the latest episode of Credit Exchange with Lisa Lee. There’s a wall of software debt maturities looming and while in the past these have “magically gone away, I think this wall is a little bit different,” Kivitz says. Eventually, the rubber will meet the road and there will be distressed and restructuring opportunities. Canyon, a global alternative investment manager with $30 billion in AUM, is a firm to watch. While others are pulling back from lending to software, Canyon earlier this year led the arranging of a landmark $4.8 billion private credit loan in the space. Kivitz explains how they got comfortable with backing private equity shop Thoma Bravo as its portfolio software company Auctane merged with logistics provider WWEX Group. In addition, Kivitz discusses how Canyon set up its new ABF unit, Canyon ABF Partners, with anchor investments from management, Daiichi Life Insurance and Korea Investment Holdings. He also talks about how Canyon nabbed credit market star Jay Kim, former CEO of Apollo’s ATLAS SP Partners.

19 giu

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34 min
18 giu

'Shareholding as a service' in Germany

Elias Lambrianos, Managing Editor of Debtwire EMEA, sits down with Dr Tobias Moser, a German restructuring lawyer and partner at DMR Legal, to discuss the increasing popularity of Nordic bonds by German issuers, and the emergence of ‘Shareholding as a Service’ (ShaaS) as a corporate restructuring model on the German market.

18 giu

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19 min
23/09/2024

Sidewalk Infrastructure Partners co-CEO talks infrastructure's new asset class"

Jonathan Winer, co-founder and co-CEO of Sidewalk Infrastructure Partners, joins Crossroads to discuss the convergence of power and AI and how infrastructure is evolving as an asset class. #infrastructure #infrastructuretransition #datacenters

23/09/2024

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24 min
17 apr

Solomon Partners director Mike Mohamed discusses AI and the energy transition

Mike Mohamed, a director for Solomon Partners, focused on the energy transition, discusses the investment landscape for renewable energy.

17 apr

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31 min
31/01/2024

The Last Tranche with Octagon's Lam: CLO equity makes sense again

In this episode of The Last Tranche Gretchen Lam, CEO of Octagon Credit Investors, discusses whether investing in third-party CLO equity makes sense again.

31/01/2024

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19 min
12 giu

Carlyle’s deputy CIO of credit says they are starting to see inflationary cost pressures

“We’re starting to see some impact on cost. Very manageable, but it’s hard to ignore,” says Alex Chi, deputy CIO of global credit at Carlyle, one of the world’s largest investment managers with nearly $500bn in assets under management. Speaking on the latest episode of Credit Exchange with Lisa Lee, Chi says that they are being very careful about how they underwrite new credits going forward. But new originations and investments stand to benefit from higher interest rates, he adds, as most of Carlyle’s credit holdings are floating-rate. While Chi says consumer spending is holding up, particularly from higher-end consumers, Carlyle is staying away from credits that have significant exposure to discretionary consumer, “because we just don’t know what the impact’s going to be.” Expect to see more defaults within the software landscape, says Chi, who is also head of direct lending at Carlyle. The vintages of late 2020 through early 2022 are especially problematic. If you look at the rates of default within those vintages, they have the highest percentage of non-accruals and defaults, he says. “I think that we’re going to have to face the music at some point, because the maturity wall is coming,” Chi says. “And as a deputy CIO, I also think that could be very interesting for the opportunistic credit asset class.” On AI, the software firms experiencing problems aren’t a result of AI disruption, Chi contends. “I actually think that you’re going to see more of an impact of AI from white-collar business services companies,” he says.

12 giu

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32 min
28/05/2025

One Big Beautiful Podcast with Julien Dumoulin-Smith of Jefferies

Julien Dumoulin-Smith, a managing director and research analyst in Jefferies’ Power, Utilities, & Clean Energy Equity Research group, discusses the implications of The One, Big, Beautiful Bill on the energy and utilities sectors.

28/05/2025

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27 min
18/09/2025

JP Morgan, Chestnut Carbon discuss pioneering carbon credit project financing

Chestnut Carbon CFO Greg Adams and Co-Head of Infrastructure Finance and Advisory at JP Morgan, Fuat Savas, discuss their recent pioneering forest carbon removal credit project financing.

18/09/2025

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25 min
27 gen

Sadek Wahba on democratizing infrastructure investment and the global Supercycle

I Squared Capital’s Chairman, Managing Partner and Founder, Sadek Wahba, joins Infralogic’s Crossroads podcast to discuss how democratizing access to infrastructure—especially through the wealth channel—is opening new mid‑market opportunities. He also shares his perspective on the sector's progress through the global “Supercycle” driven by decarbonization, digitization, and supply‑chain shifts. Wahba highlights how private capital is expanding the definition of infrastructure, the long‑term impact on the sector of rapid technological change, and how evolving US industrial policy will reshape the cost of capital and investor roles.

27 gen

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33 min

This channel contains a series of podcasts produced by ION Analytics. Here you will find editors and journalists from Mergermarket, Debtwire, and Infralogic discussing the topics and trends shaping the capital markets.