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/