Cloud 9fin

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Cloud 9fin episodes

December 16, 2022 2022 Review
The 9fin editorial team has been with you all year to discuss the major trends affecting the leveraged finance industry. In this 2022 wrap up we discuss the Russia-Ukraine war's impact on the industry, inflation and how the sellside tackled its hung pipeline. We don't go so far as to predict 2023 trends just yet, but we reckon A&Es will play a big part. Thanks to all our listeners and contributors and we look forward to speaking to you next year!
15 min
December 08, 2022 When MFN disputes meet private credit
What does MFN stand for? Why does it appear in corporate credit agreements? Why would borrowers try to get around it and what happens when they succeed? And what does all of this mean for the private credit market after years of hot dealmaking? Will Caiger-Smith and Bill Weisbrod break it all down.
17 min
December 01, 2022 PRI In Person Wrap Up - Net Zero special
In this special episode the Cloud 9fin team discusses their experience of the PRI In Person conference in Barcelona and speaks to delegates from Neuberger Berman, Alliance Bernstein, BNP Paribas and Circle Economy.
17 min
November 23, 2022 Holiday news roundup
It's Thanksgiving week in the US, which normally means the beginning of the end for the year's primary issuance — but this year might not follow the normal rules. We round up recent primary market news, explain the deteriorating outlook in the building products and software sectors, and unpack some new data around investor-facing hires on the buyside.
15 min
November 17, 2022 Orpea, structural adjustments, SFDR disclosures
The 9fin content and analytics team wrap up the week's activity and co-head of European loans research Jainisha Amin discusses structural adjustments. ESG analyst Sammy Cole does a second part on new developments in SFDR and editor Chris Haffenden and distressed debt reporter Bianca Boorer talk Orpea's new restructuring plan.
18 min
November 10, 2022 The CLO reinvestment crunch
The primary market is back open (for now) but there's a slow squeeze happening in secondary. Liquidity is poor, and lower-rated credits are underperforming — and it's going to get worse before it gets better. Will Caiger-Smith sits down with Emily Fasold to talk about the reinvestment crunch.
16 min
November 03, 2022 Maturity wall, Envision, SFDR
The 9fin content and analytics team wrap up the week's activity and senior legal analyst Alice Holian discusses dangerous covenant pitfalls with regard to Envision. ESG analyst Sammy Cole talks about new developments in SFDR and credit analyst Josh Latham and loans reporter Laura Thompson discuss European high-yield's upcoming maturity wall.
18 min
October 27, 2022 The direct lending wave, with Marisa Sotomayor of King & Spalding
Moving or storage? Fix and flip or buy and hold? These days, investment banks are under increasing pressure to compete with private credit firms — that's why many of them have set up their own direct lending groups. Marisa Sotomayor sits down with Will Caiger-Smith to explain how these businesses work.
19 min
October 20, 2022 CLO market, subordination, Verisure
The 9fin content and analytics team wraps up the week's activity and co-head of European HY research Brian Dearing discusses subordination with regard to the recent Brightspeed and Carnival deals. ESG analyst Oliver Wise makes his debut on the pod to discuss Verisure's ESG issues and loans reporter Kat Hidalgo and US editor Will Caiger-Smith discuss the health of the CLO market in the light of Japanese AAA investor Norinchukin pulling out of CVC's latest CLO.
29 min
October 13, 2022 ESG's identity crisis
Last month, a group of climate protestors stormed a panel at a US private equity conference and lambasted ESG. A few weeks earlier, Texas and Florida had blacklisted ESG investment firms or banned the use of the practice. How did Republican politicians and left-wing activists end up united in their criticism of ESG?
14 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.