Cloud 9fin

9fin
  • 5.0(13개의 평가)
  • 비즈니스
  • 격주 업데이트

Leveraged finance, distressed debt, and private credit drive today’s markets. Cloud 9fin delivers expert insights on high-yield bonds, syndicated loans, direct lending, and debt restructuring. Join top analysts and investors as we explore credit markets, special situations, and private debt strategies shaping the industry. From credit risk assessment to institutional credit trends, each episode provides actionable intelligence for fund managers, institutional investors, and financial professionals. Whether you’re tracking high-yield issuances, analyzing corporate debt, or uncovering distressed debt opportunities, we’ve got you covered. Through its AI-powered data and analytics platform, 9fin provides everything you need to get your head around credit or win a mandate — all in one place. We help subscribers win business, outperform their peers and save time. Stay ahead in leveraged finance market trends—subscribe now for expert discussions on the forces moving global credit.

  1. 3일 전

    Turning working capital into liquidity with SLR’s Mitch Soiefer

    When traditional cashflow lending tightens, liquidity doesn’t always come from the usual places — sometimes lenders have to break companies into smaller, more financeable pieces. Carving out working capital assets, which involves isolating and valuing receivables and inventory in standalone structures, has emerged as a go-to strategy for borrowers looking to unlock incremental capital without refinancing their entire capital stack. On this episode of Cloud 9fin, Anna Russi speaks with Mitch Soiefer, partner and head of lender finance at SLR Capital Partners, to unpack how working capital assets are being carved out of traditional credit agreements to keep capital flowing, and why these structures tend to show up late in the credit cycle. Have any feedback? Send us a note at podcast@9fin.com — thanks for listening!

    13분

  2. 5일 전

    Syndication Nation — The TLA-ming of the shrew

    Anyone who was in the LevFin market in 2022 may remember banks using term loan As to fill the financing gap when rising interest rates disrupted the syndicated loan market. That instrument has made a comeback — except this time, the TLA is no longer a back-up, but a tool to get larger financings done. In this episode, Cloud 9fin deputy LevFin editor Sasha Padbidri sat down with reporter Yiwen Lu and senior reporter Sunny Oh, to discuss the resurgence of the so-called pro-rata market. We broke down the key features of TLAs, how banks use them to differentiate themselves from direct lenders, and the evolving lender base of TLAs. We also discussed how it played out in recent jumbo buyouts, including Hologic. Have any questions? Send us a note at podcast@9fin.com. You can also check out our feature on TLA here. Thanks for listening!

    13분

  3. 2월 5일

    Syndication Nation — Recapping a jam-packed January with AGL’s Wynne Comer

    The leveraged finance markets saw a handful of leveraged buyouts keep pricing on their financing packages tight in January 2026. This was in spite of multiple geopolitical shocks and a sell-off in software loans as vibe coding comes into vogue. To put it all into perspective in this episode of Syndication Nation on Cloud 9fin, US LevFin reporter Dan Mika caught up with AGL Credit Management’s Wynne Comer for the view from her seat and what last month’s action tells us about the rest of 2026. Have any feedback? Reach out to us at podcast@9fin.com or to Dan at dan.mika@9fin.com. Thanks for listening!

    25분

  4. 1월 29일

    Snooze/lose hits different in America

    Ever signed up for a subscription, forgotten about it, and then been charged $100 a year later because it’s auto-renewed? Imagine doing the same, except add a few zeroes. In this episode of Cloud 9fin, David Hahn of Davis Polk talks to reporters Tom Quinn and Yiwen Lu about the emergence of snooze/lose clauses in the US credit market: how they work (and crucially, how they work differently to Europe) and their impact on US voting mechanics. Have any feedback? Send us a note at podcast@9fin.com — thanks for listening!

    38분

  5. 1월 21일

    Distressed Diaries —  Ardagh CDS and the empty glass paradox

    All eyes were on Ardagh’s CDS after Arini challenged its senior unsecured notes being included in the final list of deliverable obligations to settle contracts. The fund manger argued that, because the bonds had already been marked to be equitised as of the CDS trigger date (when the restructuring was both effective and binding) then their outstanding principal balance should be zero — since they effectively no longer existed. Arini went on to claim that any finding that the bonds still had a non-zero OPB would turn them it into “Schrödinger’s Obligations” — existing in two incompatible states at once. Tresidor and Laurion (the latter advised by Milbank) then joined the fight by issuing counter challenges defending the inclusion of the notes. The challenge was eventually rejected by the EMEA Credit Derivatives Determinations Committee in a split vote, with Citi and Pimco dissenting on the decision. That result means SUNs will be included, and so Ardagh’s equity valuation will influence the final payout as part of an alternative asset package delivery mechanism to replace the bonds. This hotly contested debate followed the DC having failed to achieve a supermajority ruling on the credit event trigger in the first place, which meant it had to call upon an external review panel of the International Swaps and Derivatives Association. The panel of KCs determined the September tigger date, from which CDS contracts must pay out to protection holders, but did not specify how that payout would be handled at auction. In this episode of Distressed Diaries, our host, senior distressed reporter Bianca Boorer, sits down with 9fin editor and our resident CDS expert Dan Alderson to go through the ins and outs of this rejected challenge and what it means for the CDS market as a whole.

    25분

  6. 1월 19일

    Venezuela — A change is gonna come, but who will collect?

    In this episode of Cloud 9fin, our global head of Distressed and Levfin, Max Frumes, talks with Latin America editor Xóchitl Herrer about a potential workout of Venezuela's sovereign and sub-sovereign debt, following the US-led extraction of president Nicolás Maduro. They provide an overview of the claims against the South American country, the barriers to a quick restructuring deal, and whether Venezuela will be able to gain access to funding without one. Find all our coverage on Venezuela at 9fin.com. Have any feedback on the podcast? Send us a note at podcast@9fin.com and latam@9fin.com — thanks for listening!

    18분

  7. 1월 13일

    Jane’s LME Addiction — Co-Optimum — Navigating the Altice USA antitrust litigation

    In this episode of Jane’s LME Addiction, our head of LME coverage Jane Komsky brings in Josh Brody and Kenneth Reinker from Cleary Gottlieb to discuss the Optimum Communications fka Altice USA antitrust litigation related to cooperation agreements. They provide an overview of the litigation and discuss the likelihood of success, the pitfalls of certain arguments, and whether this litigation is likely to impact how co-ops are formed. Find all our coverage on co-ops and LMEs at 9fin.com. Have any feedback on the podcast? Send us a note at podcast@9fin.com — thanks for listening!

    25분

  8. 1월 5일

    Lion City’s CCCD provision is a roaring success

    Welcome back, Cloud 9fin listeners! To bring in the new year, 9fin’s Asia editor Richard Macauley and US deputy editor Sasha Padbidri kick off our first-ever Asia podcast by unpacking the first successful use of the cross-class cramdown provision in GP APAC’s restructuring — a move that established a legal milestone for Singapore’s restructuring and insolvency framework. For more details, check out the full story here. Have any feedback for us? Send a note to podcast@9fin.com, or reach out to rich.macauley@9fin.com to learn more about our APAC offering!

    9분
모두 보기(240개)

평가 및 리뷰

5
최고 5점
13개의 평가

소개

Leveraged finance, distressed debt, and private credit drive today’s markets. Cloud 9fin delivers expert insights on high-yield bonds, syndicated loans, direct lending, and debt restructuring. Join top analysts and investors as we explore credit markets, special situations, and private debt strategies shaping the industry. From credit risk assessment to institutional credit trends, each episode provides actionable intelligence for fund managers, institutional investors, and financial professionals. Whether you’re tracking high-yield issuances, analyzing corporate debt, or uncovering distressed debt opportunities, we’ve got you covered. Through its AI-powered data and analytics platform, 9fin provides everything you need to get your head around credit or win a mandate — all in one place. We help subscribers win business, outperform their peers and save time. Stay ahead in leveraged finance market trends—subscribe now for expert discussions on the forces moving global credit.

정보

  • 제작진
    9fin
  • 방송 연도
    2021년 - 2026년
  • 에피소드
    240
  • 등급
    전체 연령 사용가
  • 저작권
    © 9FIN LIMITED
  • 웹사이트 보기
    Cloud 9fin

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