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. 4d ago

    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

  2. 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

  3. 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

  4. 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

  5. Jul 30

    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

  6. 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

  7. 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

  8. 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
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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
    82
  • Rating
    Clean
  • Copyright
    © Todd Anderson, Head of Content, DealCatalyst
  • Show Website
    The Credit Clubhouse

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