LPC - Lending Lowdown Series

LSEG (London Stock Exchange Group)
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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. SEP 4

    Episode 35 | Middle Market Direct Lending State of Play

    Loan market veteran Tom Newberry, Chief Credit Officer & Executive Chairman of direct lending at Sound Point Capital Management sits down with CJ Doherty, Director of Analysis at LSEG LPC to discuss the US middle market direct lending landscape, providing insight on deal flow, pricing, fundraising and portfolio company performance. "Direct lending deal volumes were down somewhere between 10% and 40% in the first half of 2025," Newberry said. "This obviously contrasts fairly dramatically with what everyone expected to be a banner year for acquisition activity."

    15 min

  2. AUG 14

    Episode 34 | Is the ‘golden age’ of private credit coming to an end?

    Michael Gross, co-founder and co-Chief Executive Officer of SLR Capital Partners, joins CJ Doherty to share his thoughts on private credit and BDCs, including whether the ‘golden age’ of private credit is coming to an end. “The benefits of private credit obviously is speed to market, flexible structuring,” Gross said. “I do think you will see an increased level of defaults over the next couple of years in traditional private credit lending portfolios.”

    14 min

  3. JUL 22

    Episode 33 | Asset based lending: Evolving taxonomy for direct lender vs bank arranged loans

    LSEG LPC's Maria Dikeos talks with Barry Bobrow, Head of Credit Markets for Regions Business Capital and founder and chairman of Asset Based Capital, a leading conference on asset based lending, about similarities and differences of the asset based loan arranged in the bank loan market vs the direct lending market. “If done what I would call the right way,” Bobrow said, “asset based loans have a very low loss rate, a high recovery rate, relative to the broader category of leveraged lending.”

    18 min

  4. MAY 7

    Episode 32 | Current Dynamics in the Corporate Bond Market

    Connor Fitzgerald, Portfolio Manager at Wellington Management, joins LSEG LPC’s CJ Doherty to discuss current conditions in the corporate bond market. "I think the Trump administration is in a challenging spot right now," Fitzgerald said. "While we tend to agree with some of the long term objectives that they're trying to achieve, we think the risk that the administration may be under-appreciated a little bit is that if we get too aggressive with some of our trading partners by way of tariffs that their response will be to liquidate the capital account."

    17 min

  5. APR 23

    Episode 31 | The intersection of private credit and insurance company capital

    CJ Doherty sits down with David Ells, Partner and Portfolio Manager at Ares Management and Ryan Moreno, Partner and Co-head of Leveraged Finance at DLA Piper, to discuss the intersection of private credit and insurance company capital. “The first thing about being an insurance company is that everything is viewed through a lens of capital,” Ells said. “You have to allocate capital against everything that you own.”

    24 min

  6. MAR 26

    Episode 30 | Understanding Debt Portability in Loan Agreements

    Arek Maczka from Ropes & Gray joins host Chris Piccirillo to provide insight on debt portability provisions. Arek explains the concept of portability along with its purpose and benefits, outlines customary terms and conditions, and gives us his views on today’s market landscape and whether portable capital structures are here to stay. "Portability has become increasingly normalized over the past few years," Maczka said. "I agree that it does tend to ebb and flow, especially in the syndicated markets."

    15 min

  7. FEB 27

    Episode 29 | Spotlight on Significant Risk Transfer (SRT) Transactions

    Frank Benhamou from Cheyne Capital joins host CJ Doherty to shed light on the Significant Risk Transfer (SRT) Market. "What we're seeing is an expansion both in terms of count, in terms of jurisdiction, as well as asset classes that it's being used on," Benhamou said. "So that create effectively a new opportunity."

    16 min

  8. 12/17/2024

    Episode 28 | Islamic Financing Overview

    Mustafa Adil, Head of Islamic Finance at LSEG, joins CJ Doherty to discuss the basic tenets of Islamic Financing and looks ahead to 2025. “The market has been growing substantially in the core markets in in which it operates,” said Adil. “There are 57 countries that have introduced Islamic finance regulations and where governments are actively supporting the development of Islamic finance.”

    13 min
See All (36)

About

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.

Information

  • Creator
    LSEG (London Stock Exchange Group)
  • Years Active
    2022 - 2025
  • Episodes
    36
  • Rating
    Clean
  • Copyright
    © 2022
  • Show Website
    LPC - Lending Lowdown Series

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