Back to First Principles: Why Collateral Matters with Luke Chan of HighVista Strategies

Back to First Principles: Why Collateral Matters with Luke Chan of HighVista Strategies

This episode is presented by ⁠Cardo AI⁠, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/ DealCatalyst Homepage⁠ - https://www.dealcatalyst.io/ DealCatalyst Events⁠ - https://www.dealcatalyst.io/events⁠ Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-club Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout. 00:00 — Exploring Credit Markets and Welcoming Luke Chan 02:17 — Why Collateral is Key to Private Credit Investing 07:00 — How AI is Reshaping Software Lending Dynamics 16:35 — The Future of Software Valuations and Capital 19:18 — Addressing Capital Needs for Digital AI Infrastructure 24:45 — Finding Value in Off-the-Run Asset Types 30:55 — Understanding Real Risks in Private Credit Investing 33:18 — Lessons and Predictions for Credit Market Cycles 36:59 — Luke Chan's Hobbies, Advice, and Market Forecast Luke Chan, Head of Private Credit, HighVista Strategies - https://www.linkedin.com/in/lukechan/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast

Private Credit's Past and Future Remain Insurance Driven with Dianna Carr-Coletta of PGIM

This episode is presented by ⁠Cardo AI⁠, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/ DealCatalyst Homepage⁠ - https://www.dealcatalyst.io/ DealCatalyst Events⁠ - https://www.dealcatalyst.io/events⁠ Private Credit Club⁠ - https://www.dealcatalyst.io/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 01:56 - PGIM's Dianna Carr-Coletta on private credit's evolution 04:03 - Debunking risk perceptions in private credit lending 06:23 - How PGIM Builds Direct Relationships with Companies 10:14 - Why direct relationships matter for borrowers 13:11 - Technology's role in sourcing non-sponsored deals 15:58 - Evaluating direct lending's resilience post-GFC and COVID 18:07 - Comparing risk and return in private credit segments 23:30 - Uncovering overlooked risks and borrower education gaps 26:14 - The untapped potential in non-sponsored middle market 30:37 - Navigating competition and terms in private credit 33:47 - Investor insights and middle market competition dynamics 39:52 - Covenants as a tool for risk management and value preservation 44:31 - Private credit's exciting future 46:42 - Dianna's hobbies, family, books, and AI's impact 51:07 - Thank you for listening to The Credit Clubhouse Dianna Carr-Coletta, Managing Director & Partner, Private Credit, PGIM - https://www.linkedin.com/in/dianna-carr-coletta-20331135/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast

The CLO Market Shows Strength Through Sophistication with TK Narayan of Oak Hill Advisors

This episode is presented by ⁠Cardo AI⁠, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/ DealCatalyst Homepage⁠ - https://www.dealcatalyst.io/ DealCatalyst Events⁠ - https://www.dealcatalyst.io/events⁠ Private Credit Club⁠ - https://www.dealcatalyst.io/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: CLO Awards Special 02:19 - Oak Hill Advisors' CLO Award and investor priorities 06:21 - How the CLO market has evolved since 2001 11:52 - The role of scale in CLO management success 15:35 - Future outlook for BSL market and AI's credit impact 19:03 - Understanding private credit's influence on the CLO market 23:25 - The broadening landscape of CLO investor types 29:05 - The transformative impact of AI on CLO management 33:34 - Personal insights and predictions TK Narayan, Partner - Structured Products, Oak Hill Advisors - https://www.linkedin.com/in/tk-narayan-257a647/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast

Evergreen Funds, ABF & the Future of Private Credit Allocation with Robert Stark of Nomura Asset Management International

This episode is presented by ⁠Cardo AI⁠, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/ DealCatalyst Homepage⁠ - https://www.dealcatalyst.io/ DealCatalyst Events⁠ - https://www.dealcatalyst.io/events⁠ Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-club Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout. 00:00 — Robert Stark's new role and Nomura's global evolution 05:09 — Strategic focus: investment capabilities and vehicle preferences 10:10 — Beyond direct lending: ABL, real estate, and specialty finance 19:55 — Advisor education: gating, liquidity, and market understanding 31:54 — Navigating public-private convergence and growth risks 44:20 — Robert Stark's hobbies, book, and World Cup prediction Robert Stark, President & Deputy CEO, Nomura Asset Management International - https://www.linkedin.com/in/robert-stark-053202/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast

Technology, Capital & the Future of CRE with Samir Tejpaul of Madison Realty Capital

This episode is presented by ⁠Cardo AI⁠, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/ DealCatalyst Homepage⁠ - https://www.dealcatalyst.io/ DealCatalyst Events⁠ - https://www.dealcatalyst.io/events Private Credit Club⁠ - https://www.dealcatalyst.io/private-credit-club Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout. 00:00 - Kicking Off the Episode with Samir Tejpaul 02:19 - Samir Tejpaul's evolving perspective on risk and opportunity 04:16 - Navigating commercial real estate in the second half of 2026 08:23 - Why the debt market now sets the tone in CRE 12:45 - Bullish on Bay Area, cautious on bifurcated office 18:29 - The journey of alternative lending post-GFC 26:01 - Innovating in today's competitive debt market 29:21 - Data centers: real estate or infrastructure? 31:25 - How AI is reshaping office, industrial, and housing 37:24 - AI: Enhancing data, not replacing human judgment 39:50 - Preparing for equity capitulation and market stability in 2027 43:23 - Samir Tejpaul's hobbies, leadership, and optimistic future view Samir Tejpaul, Head of Investments, Madison Realty Capital - https://www.linkedin.com/in/samir-tejpaul-198bb553/ Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ https://linktr.ee/thecreditclubhousepodcast