Cloud 9fin

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Cloud 9fin episodes

March 09, 2023 Tim Metzgen and Tom Paterson, A&M
Katharine Hidalgo sits down with two debt advisers from Alvarez & Marsal to discuss what they foresee for the market. Tim Metzgen, Managing Director and EMEA Head of Debt Advisory and Senior Director Tom Paterson give us some insight into how borrowers are managing a more challenging environment and what lenders are asking for in 2023.
20 min
March 02, 2023 The Fed, add-backs, et Cetera
Everyone knows interest rates are higher than they were last year. No-one can say for sure where they’ll be this time next year, but people have a fairly good idea.
Given those expectations, it’s no surprise that some brokerage companies are using rate-related adjustments to boost their EBITDA. But is there a way these adjustments could go awry?
This week, Will Caiger-Smith and Emily Fasold dig into Cetera Financial’s latest loan deal, and the add-backs the company is using to flatter its credit profile.
10 min
February 23, 2023 CLO demand
The 9fin editorial team ask where are the deals? Securitisation reporter and acting levfin editor Owen Sanderson discusses CLO trends in 2023 and demand for new issuance.
14 min
February 16, 2023 Optimus Subprime
The US auto lending industry is a finance juggernaut, but not all auto loans are made equal. In this episode of Cloud 9fin, Will Caiger-Smith sits down with reporter William Hoffman to dig into two of the high yield market's best known subprime auto lenders. What does the future have in store for these companies as consumer credit quality teeters on the brink of a downturn?
18 min
February 09, 2023 Ceconomy, 2022 covenants, ESG database
The 9fin team takes a look into Ceconomy and its oversold risks with Emmet McNally. Brian Dearing gives us a preview into a report on 2022 covenant trends and Tom Hudson discusses the pitfalls and obstacles his engineering team faced when building 9fin's ESG company database.
20 min
February 03, 2023 Tried so hard, and got SOFR...
...but in the end, does it even really matter? Leveraged loan investors are railing against suboptimal credit-spread adjustments as borrowers transition their coupons away from Libor to SOFR. Some of them are even considering legal action. Do they have a case? Will Caiger-Smith and David Bell dive into the niche administrative issue that suddenly became a new battleground in leveraged credit.
12 min
January 26, 2023 Stuart Brinkworth, Mayer Brown
Katharine Hidalgo sits down with Stuart Brinkworth to discuss private credit's latest trends. We discuss documentation, the impact of rising interest costs on businesses and what to expect from 2023. Brinkworth is Mayer Brown's head of Leveraged Finance in Europe and a partner in the Banking & Finance practice of the London office.
18 min
January 19, 2023 New beginnings, old problems
It's our first US episode of 2023, and January is off to a flying start — at least for the high yield bond market. But what about loans, where bankers are still stuck with billions of hung bridge debt and private credit continues to eat up would-be syndicated supply? Will Caiger-Smith dials up deputy editor David Bell to decode the year so far.
18 min
January 12, 2023 2023 Predictions
The 9fin editorial team discusses trends they expect to see in 2023 in the leveraged finance, restructuring and CLO spaces.
18 min
December 22, 2022 Veon, VimpelCom and Russian sanctions
The holidays are upon us, but sanctions never sleep. This week, 9fin's Bianca Boorer has been in court covering Veon's creative use of UK restructuring law to pay down its Russian bondholders and cut ties with VimpleCom, its Moscow subsidiary. She explains this complex transaction for Will Caiger-Smith.
13 min

About Cloud 9fin

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Leveraged finance, distressed debt, and private credit drive today’s markets. Cloud 9fin delivers expert insights on high-yield bonds, syndicated loans, direct lending, and debt restructuring. Join top analysts and investors as we explore credit markets, special situations, and private debt strategies shaping the industry.