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. Transparency, Technology, and the Next Frontier of Private Credit with Altin Kadareja of Cardo AI

    12h ago

    Transparency, Technology, and the Next Frontier of Private Credit with Altin Kadareja of Cardo AI

    This episode is presented by Cardo AI, the operating system for asset-based finance. Visit Cardo AI to learn more. DealCatalyst Homepage DealCatalyst Events 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 with Altin Kadareja 02:22 - From Buy-Side Frustration to Founding Cardo AI 05:37 - Overcoming Challenges and Gaining Market Trust 08:12 - Cardo AI's Role in Private Credit Strategies 10:50 - Why Insurers are Investing in Private Credit 13:26 - Challenges for GPs Seeking Insurance Capital 15:51 - The Industry's Move to Continuous Data Transparency 19:19 - A New Structural Dynamic in Credit Markets 22:20 - Emerging Asset Classes and Cardo AI's Adaptability 25:52 - Technology's Role in Streamlining Private Credit Deals 28:47 - Enhancing Valuation Transparency with Technology 31:05 - Addressing Regulatory Concerns and Market Stability 36:04 - Analyzing the Private Credit Market's Future 38:04 - Tangible Applications of AI in Finance Today 41:13 - Defining the Future of Work in Finance 43:43 - Ensuring Trust and Compliance in Financial AI 47:06 - The Backbone of Scaling Private Markets 50:08 - Personal Insights and Future Market Outlook 54:17 - Thank You for Listening to The Credit Clubhouse Altin Kadareja, Co-founder and CEO, Cardo AI - https://www.linkedin.com/in/altinkadareja/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast

    55 min
  2. Specialization Wins: Navigating Today's Credit Markets with Ali Meli of Monachil Capital Partners

    6d ago

    Specialization Wins: Navigating Today's Credit Markets with Ali Meli of Monachil Capital Partners

    Visit https://www.dealcatalyst.io/ to see our remaining events in 2026, non-conference opportunities, and much more. Listeners can save 10 percent on conference tickets by using the code CREDIT at checkout. This episode is presented by CARDO AI, the operating system for asset-based finance. Visit https://cardoai.com/ to learn more. 00:00 - Welcome to The Credit Clubhouse: episode introduction 01:53 - Host Todd Anderson welcomes Ali Meli to the show 02:21 - Navigating the late stages of the private credit cycle 03:28 - Identifying top risk-adjusted opportunities in credit markets 05:15 - Outperforming: scale or specialization in private credit? 08:02 - Understanding Monachil Capital Partners' niche lending strategy 09:48 - Market shift: from direct lending to specialty finance 12:15 - Exploring interesting opportunities in asset-based finance 13:25- Finding value in under-capitalized specialty finance markets 15:11 - Overcoming disadvantages for non-scaled fintech lenders 19:20 - The transformative impact of AI on fintech lending 19:48 - Rethinking Liquidity Management in Private Credit Funds 21:50 - Skepticism on private credit secondary market liquidity 26:31 - LP demand: selective allocation in private credit 30:39 - Unpacking Underappreciated Trends in Private Credit Markets 35:25 - What excites Ali Meli most about lending today 37:57 - Concerns about market correction and second-order impacts 39:57 - Personal insights and a prediction for the next year Ali Meli, Founder, Monachil Capital Partners - https://www.linkedin.com/in/ali-meli-92ab33167/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast

    45 min
  3. CLO Awards Series - Private Credit CLOs: Innovation, Expansion, and Opportunity with Monroe Capital

    Jun 16

    CLO Awards Series - Private Credit CLOs: Innovation, Expansion, and Opportunity with Monroe Capital

    This episode is presented by 9fin. The AI-native platform for modern credit teams. Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration. 00:28 - Celebrating Monroe Capital's boutique CLO manager awards 02:31 - How Monroe Capital balances scale with innovation 06:08 - Private credit CLOs: A permanent shift 09:05 - Differentiating private credit CLOs and investor preferences 12:15 - Middle market loan resilience 14:27 - Seth Friedman's hobbies, books, and future predictions Seth Friedman, Managing Director, Head of Structured Solutions, Monroe Capital - https://www.linkedin.com/in/seth-friedman-4943432/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast

    18 min
  4. Back to Basics: The Core Middle Market with Aaron Kless of Andalusian Credit Partners

    Jun 11

    Back to Basics: The Core Middle Market with Aaron Kless of Andalusian Credit Partners

    This episode is presented by 9fin. The AI-native platform for modern credit teams. Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration. 00:00 - Introducing Aaron Kless and The Credit Clubhouse episode 01:57 - The core middle market opportunity 05:10 - The growing importance of covenants in private credit 07:33 - Differentiating through sports finance as an asset class 13:04 - Navigating legislative uncertainty in collegiate sports finance 15:46 - Investing in media & entertainment's evolving landscape 19:54 - Assessing stress in software lending and consumer health 21:49 - Scaling credit with discipline 24:15 - Addressing misconceptions and educating private credit investors 27:14 - AI's impact on entrepreneurialism and middle market growth 29:53 - The need for a private credit terminology refresh 31:45 - Personal insights and future predictions for private credit 35:25 - Thank you for listening to The Credit Clubhouse Aaron Kless, CEO & CIO, Andalusian Credit Partners - https://www.linkedin.com/in/aaron-kless/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast

    36 min
  5. Private Credit Plus with Kanav Kalia of Oxane Partners

    Jun 4

    Private Credit Plus with Kanav Kalia of Oxane Partners

    This episode is presented by 9fin. The AI-native platform for modern credit teams. Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration. 00:00 – Welcoming Kanav Kalia of Oxane Partners to discuss the evolution of private credit markets. 01:30 – Why private credit feels different in 2026 03:00 – The Rise of “Private Credit Plus” 04:00 – What’s driving the expansion beyond direct lending 06:00 – Why asset-based finance is scaling fast 08:00 – Back to First Principles: it’s still lending 11:00 – Data, surveillance & operational complexity in private credit 14:30 – AI’s growing role across credit markets 18:00 – Real-world AI use cases for credit investors 22:00 – Banks, private credit & the new ecosystem 26:00 – Where investors are finding opportunity today 30:00 – The future of private credit infrastructure & technology Kanav Kalia, Chief Sales & Marketing Officer, Oxane Partners - https://www.linkedin.com/in/kaliakanav/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast

    46 min
  6. Democratizing liquidity in private markets with Khalil Hibri of Tangible

    May 29

    Democratizing liquidity in private markets with Khalil Hibri of Tangible

    This episode is presented by 9fin. The AI-native platform for modern credit teams. Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration. 00:01:31 — Introducing Tangible and the mission to democratize liquidity 00:02:10 — Why individual investors need secondary market access 00:05:15 — Bringing technology and standardization to private market transactions 00:08:10 — The rise of smaller NAV loans in private markets 00:10:00 — Building the operational infrastructure for NAV lending 00:13:00 — Liquidity demand across private equity, venture, and credit funds 00:17:00 — How embedded secondary markets reduce risk for NAV lenders 00:21:30 — Responsible use of NAV lending and market discipline 00:25:00 — Competitive price discovery and LP best execution 00:29:30 — Why LP transactions are moving toward digital platforms 00:33:30 — Overcoming the stigma around secondary sales and fund-level liquidity 00:40:30 — Career lessons, global experience, and final reflections Khalil Hibri, Founder and Managing Partner, Tangible - https://www.linkedin.com/in/khalilhibri/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast

    45 min
  7. NAV Lending Moves Down Market with Tim Ivers & Dan Nolan of Warana Capital

    May 21

    NAV Lending Moves Down Market with Tim Ivers & Dan Nolan of Warana Capital

    This episode is presented by 9fin. The AI-native platform for modern credit teams. Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration. 00:00 – Introduction & the state of NAV lending 03:00 – NAV lending’s shift toward the middle market 07:00 – The evolution of NAV loan use cases 10:00 – A breakdown of buyout, venture, growth equity, infrastructure, and private credit strategies—and how underwriting differs across each. 14:00 – How documentation, loan structures, and lender expectations have matured as the market scales. 18:00 – Why early LP engagement and clearer governance around NAV facilities are becoming increasingly important. 22:00 – The operational realities of underwriting fund structures, collateral packages, and bespoke financing solutions. 26:00 – Capital calls, liquidity pressure & bridging solutions 30:00 – Regulatory risk, leverage levels & market hype 35:00 – Best practices for GPs + closing personal insights Tim Ivers, CEO, Warana Capital - https://www.linkedin.com/in/tim-ivers-28317412/ Dan Nolan, Managing Director - Head of Origination, Warana Capital - https://www.linkedin.com/in/dan-nolan-2626a341/ NAV Lending Whitepaper - Warana Capital LLC Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast

    44 min
  8. TCC Live Series - Benchmarking Private Credit with S&P Dow Jones Indices and Lincoln International

    May 14

    TCC Live Series - Benchmarking Private Credit with S&P Dow Jones Indices and Lincoln International

    This episode is presented by 9fin. The AI-native platform for modern credit teams. Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration. 00:00 - Kicking Off: Welcome to the Clubhouse and Guest Introductions 02:36 - Unpacking the S&P Lincoln Senior Debt Index: What It Is and Why Now 06:39 - Addressing Opacity: The Critical Need for Private Credit Benchmarking 09:58 - LP Reactions, Asset-Level Data, and the Index's Future Evolution 16:36 - Comparing Private and Public Markets: The Enduring Liquidity Premium 21:21 - The Democratization of Private Credit and Retail Investor Education 25:54 - Navigating Competing Benchmarks and Identifying the Market's Biggest Unlock 31:33 - Fun Facts, Future Predictions, and Podcast Conclusion Eszter Hauber, Director, S&P Dow Jones Indices - https://www.linkedin.com/in/eszterhauber/ Brian Garfield, Global Head of Portfolio Valuations, Lincoln International - https://www.linkedin.com/in/brian-garfield-asa-cfa-49290813/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast

    37 min
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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
    71
  • Rating
    Clean
  • Copyright
    © Todd Anderson, Head of Content, DealCatalyst
  • Show Website
    The Credit Clubhouse

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