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

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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