The Credit Clubhouse

Todd Anderson, Head of Content, DealCatalyst
  • 5.0 (5)
  • Investing
  • Updated Weekly

Welcome to The Credit Clubhouse — where the world of structured credit, direct lending, asset-based finance, and fund finance meets sharp insights and even sharper wit. Hosted by Todd Anderson, DealCatalyst’s Head of Content, this podcast dives deep into the complex world of alternative finance with a dash of humor and a lot of know-how. Whether you're a seasoned professional or just looking to sound smarter at your next industry event, Todd and his guests will break down the jargon and unpack the trends shaping the future of credit markets — one episode at a time. Grab your headphones; the deals are in the details!

  1. 5d ago

    Private Credit Mythbusting with Kelly Thompson and Eric Rosenthal of KBRA DLD

    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/events⁠ Private 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 - 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 Kelly 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/thecreditclubhousepodcast 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.

    Private Credit Mythbusting with Kelly Thompson and Eric Rosenthal of KBRA DLD

  2. Jul 24

    Private Credit's Fishing Holes with Paul Lisiak of Metropolitan Partners Group

    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/events⁠ Private 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 - 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 Paul 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

    Private Credit's Fishing Holes with Paul Lisiak of Metropolitan Partners Group

  3. Jul 21

    Back to First Principles: Why Collateral Matters with Luke Chan of HighVista Strategies

    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/events⁠ Private 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 — 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 Luke 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

    Back to First Principles: Why Collateral Matters with Luke Chan of HighVista Strategies

  4. Jul 17

    Private Credit's Past and Future Remain Insurance Driven with Dianna Carr-Coletta of PGIM

    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/events⁠ Private 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 - Welcome to the Credit Clubhouse 01:56 - PGIM's Dianna 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 - Dianna's hobbies, family, books, and AI's impact 51:07 - Thank you for listening to The Credit Clubhouse Dianna 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

    Private Credit's Past and Future Remain Insurance Driven with Dianna Carr-Coletta of PGIM

  5. Jul 14

    The CLO Market Shows Strength Through Sophistication with TK Narayan of Oak Hill Advisors

    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/events⁠ Private 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 - 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 TK 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

    The CLO Market Shows Strength Through Sophistication with TK Narayan of Oak Hill Advisors

  6. Jul 9

    Evergreen Funds, ABF & the Future of Private Credit Allocation with Robert Stark of Nomura Asset Management International

    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/events⁠ Private 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 — Robert Stark's new role and Nomura's global evolution 05:09 — Strategic focus: investment capabilities and vehicle preferences 10:10 — Beyond direct lending: ABL, real estate, and specialty finance 19:55 — Advisor education: gating, liquidity, and market understanding 31:54 — Navigating public-private convergence and growth risks 44:20 — Robert Stark's hobbies, book, and World Cup prediction Robert 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

    Evergreen Funds, ABF & the Future of Private Credit Allocation with Robert Stark of Nomura Asset Management International

  7. Jul 1

    Technology, Capital & the Future of CRE with Samir Tejpaul of Madison Realty Capital

    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/events Private 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 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 Samir 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

    Technology, Capital & the Future of CRE with Samir Tejpaul of Madison Realty Capital

  8. Jun 25

    Transparency, Technology, and the Next Frontier of Private Credit with Altin Kadareja of Cardo AI

    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 DealCatalyst Events Private Credit Club Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout. 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 Altin 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

    Transparency, Technology, and the Next Frontier of Private Credit with Altin Kadareja of Cardo AI
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Ratings & Reviews

5
out of 5
5 Ratings

About

Welcome to The Credit Clubhouse — where the world of structured credit, direct lending, asset-based finance, and fund finance meets sharp insights and even sharper wit. Hosted by Todd Anderson, DealCatalyst’s Head of Content, this podcast dives deep into the complex world of alternative finance with a dash of humor and a lot of know-how. Whether you're a seasoned professional or just looking to sound smarter at your next industry event, Todd and his guests will break down the jargon and unpack the trends shaping the future of credit markets — one episode at a time. Grab your headphones; the deals are in the details!

Information

  • Creator
    Todd Anderson, Head of Content, DealCatalyst
  • Years Active
    2025 - 2026
  • Episodes
    78
  • Rating
    Clean
  • Copyright
    © Todd Anderson, Head of Content, DealCatalyst
  • Show Website
    The Credit Clubhouse

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