LPC - Lending Lowdown Series

LSEG (London Stock Exchange Group)
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LPC - Lending Lowdown Series

The Lending Lowdown provides credit market insights and views from the lending trenches. It recaps syndicated loan and private debt market events and thought leadership on trends and the latest deal activity.

  1. 7 NOV.

    Episode 27 | Capital Solutions Lending Insights

    Host CJ Doherty speaks with Brian Himot, Head of Structured Capital at Strategic Value Partners, about capital solutions lending in both the US and Europe. "We think of ourselves as fitting in the space that is between traditional direct lending and private equity," said Himot. "There are a lot of opportunities that present themselves at different times through the cycle and when you have an evergreen strategy like ours, you need to have flexibility."

    13 min

  2. 3 OCT.

    Episode 26 | The Role of ARR Lending in Today’s Market

    Host CJ Doherty sits down with Ben Radinsky, Partner at HighVista Strategies to discuss annual recurring revenue (ARR) loans and how they allow lenders to facilitate the financing of growth-stage companies. "ARR loans, what you're doing is you're trying to isolate cash flows that you actually know with high certainty will exist overtime," Radinsky said. "You can predict what that cash flow looks like in terms of ultimate profitability and because of that, you can have very tight covenants as a lender."

    17 min

  3. 5 SEPT.

    Episode 25 | Deep Dive into the CLO ETF and Broader Securitized Market

    John Kerschner, Head of U.S. Securitized Products & Portfolio Manager at Janus Henderson Investors joins CJ Doherty to discuss the growing CLO ETF and broader securitized market. "Securitized products are issued at the short end of the yield curve between one and five years," said Kerschner. "Now that the yield curve is inverted, meaning the short end has higher yields than the long end, that makes the overall yields of securitized products look very attractive."

    20 min

  4. 1 AOÛT

    Episode 24 | Current state of the US Direct Lending Market

    Alex Gorokhovskiy, Head of Direct Lending and Venture Debt at Deutsche Bank, joins host CJ Doherty to discuss current conditions in the US direct lending market and the outlook for the remainder of 2024. "There's consumer health that's ever evolving," said Gorokhovskiy. "Sponsors are now focused on making differentiated investments as opposed to paying the highest multiple for the next best asset."

    13 min

  5. 28 MAI

    Episode 23 | Opportunities in Digital Assets Financing

    The huge growth in AI applications and data consumption is driving the need for financing of digital assets. Host CJ Doherty sits down with IFR Senior Reporter Richard Leong to discuss the demand for financing in this asset class. "Private credit and insurers are stepping in to provide longer term capital to fund this tremendous amount of money needed," said Leong. "For the capital markets...just increasing use of securitization to term out loans for these players.

    8 min

  6. 4 AVR.

    Episode 22 | European Capital Solutions Lending in 2024

    Host CJ Doherty sits down with David Brooks and Alice Cavalier, Partners & Co-Heads of Capital Solutions at Arcmont Asset Management, to discuss capital solutions lending and the outlook for the rest of 2024. "Loans have been up about 250% year to date and accounting for about 60% of the market as of last week and bond issuance has increased as well significantly," said Cavalier. "People are busy, more bullish on M&A."

    22 min

  7. 29 FÉVR.

    Episode 21 | The CLO Market in 2024

    Host CJ Doherty sits down with John Wright, Global Head of Credit at Bain Capital Credit, to discuss current conditions in the US CLO market and what’s ahead in the remainder of 2024. "Coming into this year, we're seeing much greater interest and much greater willingness on behalf of the banks to underwrite loans," said Wright. "That's driven by strength in the secondary market and the new issue market for leveraged loans."

    10 min

  8. 2 FÉVR.

    Episode 20 | 2023 Direct Lending Review, 2024 Preview

    David Puchowski, Director of Analysis at LSEG LPC joins CJ Doherty to discuss the key trends that shaped the direct lending market in 2023 and preview what is in store for 2024. "59% of total US LBO loan volume was done in the direct lending market," said Puchowski. "That was the first time that direct took the majority over the syndicated market."

    11 min
Tout afficher (28)

À propos

The Lending Lowdown provides credit market insights and views from the lending trenches. It recaps syndicated loan and private debt market events and thought leadership on trends and the latest deal activity.

Informations

  • Création
    LSEG (London Stock Exchange Group)
  • Années d’activité
    2022 - 2024
  • Épisodes
    28
  • Classification
    Tous publics
  • Copyright
    © 2022
  • Site web de l’émission
    LPC - Lending Lowdown Series

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