The Credit Clubhouse

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

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

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

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

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 [https://www.waranacap.com/nav-lending-whitepaper/] Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast