The Credit Clubhouse

Todd Anderson, Head of Content & Programming, 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. E53: Everything Is a Portfolio: Asset-Based Finance with Joel Holsinger of Ares

    MAR 6

    E53: Everything Is a Portfolio: Asset-Based Finance with Joel Holsinger of Ares

    This episode is presented by 9fin. The AI-native platform for modern credit teams. Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration. 00:00 - The Credit Clubhouse: Episode Introduction and Sponsor Spotlight 01:31 - Joel Holsinger Defines Asset-Based Finance at Ares 02:16 - Joel Holsinger's Core Definition of Asset-Based Finance 03:18 - Key Drivers Behind Asset-Based Finance's Institutional Embrace 06:44 - Attracting LPs: Insurance and Non-Insurance Capital in ABF 10:20 - Trade-offs Between Captive and Flexible Investment Approaches 12:57 - Good and Bad Innovations in Fund Structures and Market Risks 18:16 - Viewing Fund Finance as a Sub-Segment of Asset-Based Finance 22:15 - The Expansion of NAV Lending and Secondary Market Liquidity 26:11 - Why Markets Are More Resilient: Less Systematic Risk Today 32:09 - Joel Holsinger's Personal Journey to Promote Giving 35:31 - Ares' Initiative: Compounding Purpose Through Philanthropy 40:05 - Joel Holsinger's Sports, Hobbies, and Life Philosophy 42:28 - Market Prediction and Strong Skepticism on Cryptocurrency Value 45:29 - Thank You for Listening to The Credit Clubhouse Podcast Joel Holsinger, Co-Head of Ares Alternative Credit, Ares Management - https://www.linkedin.com/in/joel-holsinger-0739a74/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast

    46 min
  2. E52: The Three Main Verticals of ABF with Missy Dolski of Värde Partners

    FEB 27

    E52: The Three Main Verticals of ABF with Missy Dolski of Värde Partners

    This episode is presented by 9fin. The AI-native platform for modern credit teams. Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration. 00:00 - Welcome, Sponsor Message, and Guest Introduction 01:58 - Värde's ABF Evolution, Verticals, and Middle Market Focus 06:53 - Identifying Compelling Segments and Sourcing ABF Opportunities 09:35 - Fund Finance: Rapid Evolution to Standalone Sector 13:15 - Data Science to Avoid ABF Pitfalls and Fraud 18:37 - Blending of Bank and Non-Bank Fund Finance 23:22 - LP Adoption, Questions, and Current ABF Trends 27:47 - Missy Dolski's Rapid Fire Insights and Personal Favorites 31:13 - Thank You for Listening to The Credit Clubhouse Missy Dolski, Partner and Global Head of ABF, Värde Partners - https://www.linkedin.com/in/missydolski/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

    32 min
  3. E51 - Capital in Motion: Navigating Today’s Credit Markets with Michael Haynes of Beach Point Capital

    FEB 20

    E51 - Capital in Motion: Navigating Today’s Credit Markets with Michael Haynes of Beach Point Capital

    This episode is presented by 9fin. The AI-native platform for modern credit teams. Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration. 00:00 - Introduction to the Episode and Key Sponsor Announcements 01:31 - Navigating the Competitive Direct Lending Market Landscape 03:44 - Private Equity's Role and Segmenting Credit Markets 06:20 - Private Credit's Growing Share and Transparency Evolution 08:43 - The Future of Data Transparency in Private Credit 12:42 - Analyzing Sector Volatility and AI's Economic Effects 18:03 - Covenant Trends and Cyclicality in Credit Market Docs 23:42 - Identifying Key Risks and Macroeconomic Influences 30:51 - Guidance for New Private Credit Investors and Fund Structures 34:41 - Exploring New Avenues in Alternative Finance Strategies 36:52 - Practical Insights from Challenging Credit Investments 41:12 - Rapid Fire Questions and a Bullish Market Forecast 45:35 - Wrapping Up the Discussion and Podcast Outro Michael Haynes, Head of Private Credit, Beach Point Capital Management - https://www.linkedin.com/in/michael-haynes-9550b295/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

    46 min
  4. E50: How Credit is Moving On-Chain with Adrian Cachinero Vasiljevic of Steakhouse Financial

    FEB 13

    E50: How Credit is Moving On-Chain with Adrian Cachinero Vasiljevic of Steakhouse Financial

    This episode is presented by 9fin. The AI-native platform for modern credit teams. Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration. 00:00 - Welcome to the Clubhouse: Understanding Crypto and DeFi 02:43 - Demystifying Crypto and DeFi: Settlement Layers and Applications 07:56 - Why the World is Moving to a Stablecoin Economy 10:39 - Overcoming Hurdles: Adoption, Intermediaries, and Singleness of Money 19:22 - Institutional Interest Drives On-Chain Credit Expansion 24:12 - Real-World Applications: Stablecoins for Payments and Settlement 30:48 - Boom, Bust, and Beyond: Crypto's Generational Shift 36:18 - Rule Enforcement and System Competition in DeFi 40:48 - Connecting Blockchains: Interoperability, Security, and AI's Role 45:26 - Adrian's Hobbies, Book, and Future Predictions Adrian Cachinero Vasiljevic , co-founder of Steakhouse Financial - https://www.linkedin.com/in/adriancachinero/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

    49 min
  5. E49 - Credit Crunch Quarterly with Nick Smith of Claret Capital Partners

    FEB 6

    E49 - Credit Crunch Quarterly with Nick Smith of Claret Capital Partners

    Sign up for the Credit Crunch Blog - https://www.creditcrunch.blog/ 00:00 - Welcome to the Clubhouse: Private Credit's Current State 02:58 - Why Big Funds Still Rule Private Credit Fundraising 06:56 - KSL's Niche: Capitalizing on the K-Shaped Economy 15:08 - From Evergreen Funds to 401Ks: Expanding Private Market Access 21:35 - Why Investors are Shifting from Private Equity to Credit 26:43 - Howard Marks' Warning: Is AI Creating a New Bubble? 31:05 - Market Bifurcation: Consolidation and the Future of Credit Nick Smith, Portfolio Manager, Claret Capital Partners https://www.linkedin.com/in/nick-smith01/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

    36 min
  6. E48 - The Strength of Structured Credit with Michael Nowakowski of Conning

    JAN 30

    E48 - The Strength of Structured Credit with Michael Nowakowski of Conning

    00:00 - Kicking Off the New Year with Michael Nowakowski of Conning 01:21 - Assessing the Current State of Structured Credit Markets Today 03:38 - Uncovering Potential Red Flags in Today's Structured Credit Market 05:44 - How Private Debt is Reshaping Structured Credit Deal Terms 08:43 - Michael Nowakowski Details Conning's Structured Credit Focus 10:15 - The Rise of New Issuers in Digital Infrastructure Securitization 11:52 - Exploring the Blending of Public and Private Capital in Deals 14:01 - Why Esoteric Asset Classes Offer Appealing Opportunities Today 17:25 - Navigating the Risks and Caution in Data Center Investments 22:54 - Discovering Value in Other Structured Credit Asset Classes 25:22How Clients React to Major Market News and Policy Changes 27:35 - Michael's Hobbies, Book Picks, and a Bold Market Prediction 31:24 - Don't Miss Out: Exclusive Conference Offer for Listeners Michael Nowakowski, Head of Structured Products, Conning - https://www.linkedin.com/in/michael-nowakowski09/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

    32 min
  7. E47 - Inside the Spread: Volume 2 - Secondaries Market Gains Momentum

    JAN 24

    E47 - Inside the Spread: Volume 2 - Secondaries Market Gains Momentum

    If you have not yet taken the DealCatalyst Fund Finance Survey, please do so here. We welcome your input. 00:00 - Navigating Private Credit: Inside the Spread Volume 2 02:55 - EQT Acquisition and Global Rebalancing Fuel Secondaries Growth 09:59 - Blue-Chip Firms Dominate Private Credit Fundraising Landscape 13:41 - The Rise of Evergreen and Interval Funds in Private Credit 19:07 - Stay Tuned for New Guests and Podcast Segments 19:54 - Direct Lending Market Poised for Trillions in Growth 23:40 - Regulatory Easing and Bank Competition in Private Credit 28:18 - The Existential Challenge of Fintech Profitability and Scale 31:56 - Thank You and Final Podcast Announcements Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

    33 min
  8. E46 - Inside the Spread: Volume 1

    JAN 10

    E46 - Inside the Spread: Volume 1

    00:00 - The Credit Clubhouse Welcomes You and Launches "Inside the Spread" 03:44 - A Troubled History: The Host's Buffalo Bills Playoff Agony 06:21 - Examining Global Regulatory Scrutiny on the Private Credit Market 13:21 - Strong Fundraising and the Rise of Evergreen Private Credit Funds 18:39 - Exploring Private Credit Growth in Asia, Middle East, and Secondaries 22:21 - Don't Miss Out: Final Conference Reminders and Go Bills! Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

    24 min
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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 & Programming, DealCatalyst
  • Years Active
    2025 - 2026
  • Episodes
    53
  • Rating
    Clean
  • Copyright
    © Todd Anderson, Head of Content & Programming, DealCatalyst
  • Show Website
    The Credit Clubhouse

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