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On this episode of the Debtwired! podcast, Michael Ewald, Bain Capital’s global head of private credit, joins Melina Chalkia, Debtwire’s primary market reporter for North America, to unpack how one of the biggest players in the space is navigating a volatile credit environment. Ewald, who joined Bain Capital in 1998, is a Partner, Global Head of the Private Credit Group, Portfolio Manager for the Middle Market Credit and Senior Direct Lending strategies, and a Credit Committee member. He also serves as CEO of Bain Capital Specialty Finance, a registered business development company. In this conversation, Ewald discusses how Bain is deploying capital amid the volatility driven by President Trump’s tariff threats. He explains where he finds opportunities in today’s market, what sectors he avoids and his continued focus on the core middle market. The conversation also touches on key shifts in covenant protections and pricing. As syndicated deal flow slows, private credit continues to draw interest.

In this episode of Debtwired, Claire Madden, a founding partner at Connection Capital, discusses the evolution of private capital since the firm’s inception in 2010. She explores changing investor appetite, the sectors and asset classes currently attracting interest, and how macroeconomic and political factors are influencing investment strategies. Claire also highlights Connection Capital’s approach to addressing risks, liquidity concerns, and the future of private capital investments.

In this episode of Debtwired, Albane Poulin, Head of Private Credit at Gravis, discusses the evolving role of private credit in infrastructure and real estate finance across the UK and globally.

On this episode of the Debtwired! podcast, Thomas Kennedy, Chief Investment Strategist for JP Morgan Private Bank, joins Melina Chalkia, Debtwire’s primary market reporter for North America, to discuss how debt markets are responding to the shifting monetary policy and geopolitical tensions. Kennedy leads the development of the bank's global economic and investment views, while serving as the chair of the Global Investment Strategy Group. Previously, Kennedy worked at the Federal Reserve Bank of New York for eight years, holding various research and policy positions. In this conversation, Kennedy discusses the interest rate outlook for 2025 and how high yield markets will be impacted by President Trump’s tariffs. He highlights where he finds the best investment opportunities in debt markets and direct lending. #JPMorgan #Outlook #Debt, #Investment Opportunities #Direct Lending

Dennis Heuer, partner at White & Case, joins Debtwire’s Johannes Koch to explore the impact of the Secondary Credit Markets Act (Kreditzweitmarktgesetz) on the market for non-performing loans. The act, or NPL-directive for short, was introduced just over a year ago in Germany to help foster a deeper and more liquid secondary market for non-performing loans. Now that the dust has settled on its introduction, Heuer reviews the basic tenants of the law, how it has impacted market participants and ultimately, gives us a view on whether it has delivered, or has yet to deliver, on its promise. Heuer is a partner at White & Case and an expert in structured finance and securitisation within the law firm’s EMEA Structured Finance Group. He represents clients, among them banks, insurance companies, debt collectors and multinational corporates on a wide range of cross-border transactional and advisory matters.