All Episodes
Cloud 9fin — 282 episodes · page 3 of 3
Drop-downs, the Lycra variant
Focus and Foresight
Benteler, private take-privates and SFDR updates
The early days of private credit, with Tim Lyne of Antares Capital
Ben Thompson, JP Morgan
Adler, 2022 Covenant Trends and ESG within LevFin
Preaching to the unconverted
Liability Management with Andy Hagan, Tom Richards and Gilles Teerlinck of Weil, Gotshal & Manges
Making marks in private credit
Boris Okuliar, Ares
Bank runs, bailouts and Basel
Tim Metzgen and Tom Paterson, A&M
The Fed, add-backs, et Cetera
CLO demand
Optimus Subprime
Ceconomy, 2022 covenants, ESG database
Tried so hard, and got SOFR...
Stuart Brinkworth, Mayer Brown
New beginnings, old problems
2023 Predictions
Veon, VimpelCom and Russian sanctions
2022 Review
When MFN disputes meet private credit
PRI In Person Wrap Up - Net Zero special
Holiday news roundup
Orpea, structural adjustments, SFDR disclosures
The CLO reinvestment crunch
Maturity wall, Envision, SFDR
The direct lending wave, with Marisa Sotomayor of King & Spalding
CLO market, subordination, Verisure
ESG's identity crisis
Dwindling pipeline, MFN, Graanul Invest
The new playbook for LBOs
IPEM Wrap Up - PE special
Anti-woke investing, with Matt Cole of Strive Asset Management
Bonus episode: Citrix bond docs
Q2 earnings, mortgage regulation, Ford
The Fed, LBOs and a weird second quarter, with Jeremy Burton of PineBridge Investments
PDA, redemption mechanics trends
Equities, inflation and the LBO backlog, with John Fraser of Tikehau Capital
Victoria Plc, investor pushback, Ekaterra ESG issues
The talent wars, with credit recruiter Sasha Jensen
Underwriting, US v European documentation, greenium
The primary slowdown, with Kris Ring of Goodwin Procter
Direct lending, 888 docs, SLB regulation
The rumble in the refi jungle
Food inflation, docs changes, Orpea ESG issues
From LBO to LB-no
Global ABS Wrap Up
Maxar Technologies and Ukraine
Laboratoire X.O, restricted subsidiaries, ESG webinar
Tech troubles, with John McClain of Brandywine Global
Financing football, restricted group, creative KPIs
The price isn't right, with Frank Ossino of Newfleet Asset Management
Inflation in Q2, Frankfurt Seminar review, Miller Homes
Decoding Twitter's deal
Schur Flexibles Update, Asset Sales, Prisa
US and Europe joint edition — Q&A with 9fin's editors
Market Reopening, Loans Portability, SEC Climate Disclosures
The shifting private credit narrative, with Todd Koretzky of Allen & Overy
Aviation Sector, Available Amount Interpretations, Clean Energy Transition
Changing dynamics, with Melanie Hanlon of Napier Park
Ukraine-Russia conflict, Ontex Change of Control, Russian red flags
Ukraine and its market impact
Schur Flexibles, Voting Caps, Care Homes
A widening base for CLOs, with Dave Preston of AGL
Saipem, "No Worse" Ratio Tests, ESG Ratchets and Step-downs
The rush to floating rate assets, with Roberta Goss of Pretium Partners
A Rising Tide Lifts the Loan Market, Liens Covenants, SLB Update
Review, preview 2021/2022
A Happy Levfin Quizmas
Restructuring change in France and the UK
Earnings, Ratio Numerators, COP26
Market Softening, ESG Ratchet Innovation, Bespoke CoC provision
Bonus episode: Aggregate
Median Kliniken, CNI build-up baskets, Graanul Invest
Bonus episode: Adler
Notes from Global ABS, Pandemic-Proof Add-Backs, SLB KPIs
Pipeline (Morrisons), Sustainability Call Premium, Pasubio
Amigo Loans, Portability, Shipping
United Group, Specified Asset Dispositions, Rubbish ESG
Intralot, Fit for 55, Available Amount Concept