The LFI Levered Lines Podcast

LFI Levered Lines
  • 3.3 (3)
  • Investing

Broad topics across the leveraged finance universe, taking a look at developments and intricacies of markets such as leveraged loans, HY bonds, CLOs, private credit and special situations. Hosted by the LFI team and featuring key external guests across the market.

  1. Jun 24

    Leading Transition: Executive Coaching in Private Credit with TCG

    Welcome to the LFI Levered Lines podcast!  In this episode, Krista Giovacco speaks with Beverley Caen about how executive coaching is shaping outcomes in private credit, particularly during periods of leadership transition, private equity backing, and organizational change. They explore how coaching supports founders and executive teams as they prepare for investment, manage stakeholder expectations, and navigate the shift from founder-led to sponsor-backed structures.  The conversation also highlights challenges around CEO succession, team integration, and cultural alignment during acquisitions, as well as how structured coaching frameworks and assessments can strengthen communication and decision-making under pressure. Tune in for practical insights on enhancing leadership performance and driving successful growth in evolving private credit environments.

    23 min

  2. May 26

    AI in Action: Private Credit’s Next Edge with Liquidity

    Welcome to the LFI Levered Lines podcast!    In this episode, Kerstin Kubanek speaks with Paul Brodie about how AI is transforming the private credit landscape, from origination and underwriting to data collection and transparency. They explore how AI is already enhancing investment processes through cost optimization and improved decision-making, while also discussing key differences between the more mature US market and the fragmented European market.     The conversation highlights growing opportunities in sponsorless lending, as well as rising demand for private credit in sectors like defense and AI infrastructure. Tune in for practical insights on how technology is reshaping credit investing and unlocking new opportunities

    19 min

  3. May 12

    Winning in a Split Market: CLO Strategy with Blackstone

    Welcome to the LFI Levered Lines Podcast!    In this episode, Steve Miller speaks with Bob Post of Blackstone Credit and Insurance about the evolving leveraged loan and CLO markets. They discuss Blackstone’s CLO growth strategy, market bifurcation, private credit dynamics, and the widening gap between stronger and weaker credits affecting pricing and liquidity.   They also cover capital flows between BSL and private credit, credit fundamentals, the outlook for defaults and recoveries, the growing use of liability management exercises, and how AI is improving efficiency and influencing investment decisions.   Tune in for practical insights on navigating today’s leveraged finance market.

    26 min

  4. Apr 21

    Risk, Liquidity, and Innovation in Private Credit with Goodwin

    This episode of the LFI Levered Lines Podcast explores how private credit is evolving through changing investor demand, liquidity solutions and greater use of technology as markets remain volatile. Kerstin Kubanek speaks with John Anderson about continued insurance capital interest in private credit through structured access vehicles, the rise of credit continuation vehicles as tools for liquidity and duration management, and the expanding role of NAV financing across fund structures. They also examine how AI can strengthen portfolio monitoring, underwriting discipline and transparency without replacing core credit judgment. Tune in for practical insights into the structures, risks and opportunities shaping the next phase of private credit.

    20 min

  5. Apr 7

    Advancing the Loan Market: Insights from LSTA’s CEO

    In this episode of the LFI Levered Lines Podcast, the discussion explores how the loan market is evolving amid rapid growth, expanding private credit, and increasing demands on market infrastructure. Steve Miller speaks with Sean Griffin about key market‑wide themes including transparency in private credit, the role of data and digitization, and the challenges of scaling a trillion‑dollar trading market. They also examine how technology, AI, and changing investor expectations are shaping market structure, efficiency, and future decision‑making. Tune in for thoughtful insights into where leveraged finance is headed and what it will take to support its next phase of growth.

    26 min

  6. Mar 24

    Beyond the Headlines: BSP's Rebranding and Take on AI & Europe

    In this episode of the LFI Levered Lines Podcast, the discussion explores how private credit managers are navigating structural change, platform consolidation, and emerging risk as markets evolve. Kerstin Kubanek speaks with Allison Davi about the rationale behind integrating Alcentra into Benefit Street Partners, building a global private credit platform, and sharpening strategic focus across Europe and the US. They also examine investor concerns around AI, software exposure, and semi liquid products, separating headline noise from fundamental credit risk. Tune in for clear insights into how private credit is repositioning for the next phase of growth and risk management.

    24 min

  7. Mar 10

    Deals Ahead: Positioning for M&A Recovery with Hayfin

    This week on Levered Lines, host Kerstin Kubanek and guest Mark Bickerstaffe examine the outlook for private credit in 2026, with a focus on M&A activity, valuations, and deal quality across European markets. They discuss the rebound in primary buyouts, disciplined leverage and loan‑to‑value levels in direct lending, and the growing role of refinancing and capital solutions where valuation gaps persist. The conversation also explores sector trends, including healthcare opportunities and the implications of AI for software portfolios and risk assessment.

    19 min

  8. Mar 5

    Uncertainty in the BSL Market: What Now?

    An In-depth discussion with Carlyle Partner, Lauren Basmadjian This week on Levered Lines, host Steve Miller speaks with Carlyle’s Lauren Basmadjian to explore major themes shaping global liquid credit and CLO markets as 2026 unfolds. They examine platform evolution at Carlyle following substantial reinvestment reset activity and discuss expectations for deal flow amid heightened geopolitical uncertainty and a growing roster of large-scale transactions emerging in the pipeline. The dialogue highlights shifting dynamics between private credit and syndicated markets, relative funding costs, and how borrower migration continues to influence liquidity and capital availability. Additional focus areas include CLO spread behavior, discount-driven portfolio construction opportunities, transatlantic corporate performance trends, and differences in restructuring frameworks driving divergence in default rates. Key topics span the impact of software sector volatility, AI-driven competitive pressures and operational adoption inside investment teams, elevated but stable default environments aided by LME activity, steering committee participation strategy, covenant erosion, and guidance for early-career professionals navigating a rapidly evolving credit landscape.

    21 min
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Ratings & Reviews

3.3
out of 5
3 Ratings

About

Broad topics across the leveraged finance universe, taking a look at developments and intricacies of markets such as leveraged loans, HY bonds, CLOs, private credit and special situations. Hosted by the LFI team and featuring key external guests across the market.

Information

  • Creator
    LFI Levered Lines
  • Years Active
    2024 - 2026
  • Episodes
    43
  • Rating
    Clean
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    The LFI Levered Lines Podcast

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