The Credit Clubhouse

Todd Anderson, Head of Content, DealCatalyst

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. 3d ago

    Treasury as a Strategic Advantage with Dustin Goldstein of TriState Capital Bank

    This episode is presented by ⁠TriState Capital Bank. TriState Capital Bank is a Pennsylvania chartered bank and a wholly owned subsidiary of Raymond James Financial, Inc. Member FDIC. Specialized Treasury Management is a highly customized service, learn more by visiting - https://tristatecapitalbank.com/wp-content/uploads/TM_Overview.pdf 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. 00:58 - Welcome to The Credit Clubhouse & upcoming events 01:56 - Introducing Dustin Goldstein and TriState Capital Bank 02:34 - How treasury management became more strategic 04:30 - Biggest changes: technology and CFO concerns 06:37 - Dustin Goldstein's journey and TriState Capital's model 10:08 - Treasury's importance in bank-client & multibank world 16:03 - Service as the key differentiator in treasury 18:42 - Balancing yield, liquidity, and operational convenience 23:58 - Real-time payments and the future of treasury 31:05 - Staying ahead of sophisticated fraudsters in treasury 36:03 - TriState Capital's new asset-based finance vertical 40:18 - Conventional wisdom, CFO advice, and market opportunities 43:53 - Travel, hobbies, books, and future rate predictions 48:34 - Thank you and where to find DealCatalyst Dustin Goldstein, Executive Vice President, Head of Treasury Management Sales and Strategy, TriState Capital Bank - https://www.linkedin.com/in/dustingoldstein/ 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.

    Treasury as a Strategic Advantage with Dustin Goldstein of TriState Capital Bank
  2. Sep 12

    Private Credit Perceptions vs. Reality, Sports Finance and More

    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: show & conference updates 02:23 - Reflecting on 9/11: a solemn New York remembrance 03:48 - Private credit: perceptions, redemptions, and retail access 09:30 - AI's exponential growth: capital needs and regulatory questions 13:55 - Crypto's long road: transforming banking and settlement timelines 20:46 - Sports ownership and private capital 27:46 - Football season excitement, sponsor thanks, and future plans 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.

  3. Sep 4

    Finding Alpha in Complex Credit Markets with John Kim of Reckoner Capital Management

    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 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 John Kim, CEO, Reckoner Capital Management - https://www.linkedin.com/in/john-e-kim-97009421a/ 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.

    Finding Alpha in Complex Credit Markets with John Kim of Reckoner Capital Management
  4. Aug 28

    Specialty Finance: Capital, Complexity & Credit with Philip Bartow of Sound Point Capital Management

    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: 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 Philip Bartow, Head of Specialty Finance & FinTech Lending, Sound Point Capital Management - https://www.linkedin.com/in/philip-bartow-99a51b1/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast This material does not constitute an offer to sell or a solicitation of an offer to buy any securities. It is being provided solely for informational and reference purposes only and is not intended to be, and must not be, the basis for any investment decision. Statements represent the subjective views of Sound Point as of the date of the recording and cannot be independently verified and are subject to change. All investing involves risks, including the risk of a total loss. Past performance is not necessarily indicative of future results. 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.

    Specialty Finance: Capital, Complexity & Credit with Philip Bartow of Sound Point Capital Management
  5. Aug 21

    The Search for Credit Alpha with Mark Tecotzky of Ellington Management 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 - 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 Mark Tecotzky, Vice Chairman, Ellington Management Group - https://www.linkedin.com/in/mark-tecotzky-7bb00b134/ 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.

    The Search for Credit Alpha with Mark Tecotzky of Ellington Management Group
  6. Aug 18

    The Fund Finance Talent Race is on with Rory Smith and James Strode of Brickfield Fund Finance Recruitment

    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 02:26 - 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 Rory Smith, Founder, Brickfield Fund Finance Recruitment - https://www.linkedin.com/in/rory-smith-82476914/ James Strode, Senior Associate, Brickfield Fund Finance Recruitment - https://www.linkedin.com/in/james-strode-85b3a8118/ 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.

    The Fund Finance Talent Race is on with Rory Smith and James Strode of Brickfield Fund Finance Recruitment
  7. Aug 13

    Beyond Yield: Finding Value in Securitized Credit with Joe Allen of Bright Meadow 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 - 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 Joe Allen, Deputy CIO & Head of Securitized Credit Strategies, Bright Meadow Capital - https://www.linkedin.com/in/joseph-allen-cfa-6071445/ 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.

    Beyond Yield: Finding Value in Securitized Credit with Joe Allen of Bright Meadow Capital
  8. Aug 6

    Rates, Software, and the Next Phase of Fixed Income with Connor Fitzgerald of Wellington Management

    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 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 Connor Fitzgerald, Fixed Income Portfolio Manager, Wellington Management - https://www.linkedin.com/in/connor-fitzgerald-789b0b166/ 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.

    Rates, Software, and the Next Phase of Fixed Income with Connor Fitzgerald of Wellington Management

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!

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