Democratizing liquidity in private markets with Khalil Hibri of Tangible

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

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