Cloud 9fin

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Cloud 9fin episodes

October 06, 2022 Dwindling pipeline, MFN, Graanul Invest
The 9fin content and analytics team wraps up the week's activity and co-head of European loans research Jainisha Amin explains MFN clauses. Loans reporter Kat Hidalgo and Michal Skypala talk the steadily drying leveraged loans pipeline and ESG analyst Dan Power talks about issues on Graanul Invest and the biomass industry.
22 min
September 29, 2022 The new playbook for LBOs
For LBO underwriters, the good old days are well and truly over. The Citrix syndication, which officially closed last week, showed how banks are pulling out all the stops to offload risk while minimizing losses — and this new playbook involves some potentially awkward and painful consequences. Will Caiger-Smith sits down with Steven Hunter, 9fin's CEO, to map out this brave new world.
18 min
September 22, 2022 IPEM Wrap Up - PE special
In this special episode the Cloud9fin team discusses their experience of the IPEM conference in Cannes, speaks to delegates and gives you a special look into two panel discussions from the event.
15 min
September 15, 2022 Anti-woke investing, with Matt Cole of Strive Asset Management
How do you go from working from one of the world's biggest advocates for ESG investing to joining a firm that thinks ESG is a scam? Our US editor Will Caiger-Smith talks to Matt Cole, a former CalPERS portfolio manager who recently moved to Strive Asset Management — the "anti-woke" investment firm that wants to compete with the likes of BlackRock and Vanguard.
38 min
September 14, 2022 Bonus episode: Citrix bond docs
Special bonus episode of Cloud 9fin, the leveraged finance podcast. Co-head of European HY covenant research Caitlin Carey discusses bond docs on the Citrix debt financing.
12 min
September 08, 2022 Q2 earnings, mortgage regulation, Ford
The 9fin content and analytics team wraps up the week's activity. Speakers from the Investors Conference on UK Mortgage Finance go into detail on mortgage regulation, impacting levfin issuers like Miller Homes and Keepmoat. ESG analyst Sammy Cole breaks down Ford's new green bond and loans reporters Kat Hidalgo and Michal Skypala talk trends in Q2 earnings.
0:00 - Intro
0:48 - Levfin Wrap
1:59 - Mortgage regulation panel
6:24 - Please raise responsibly: Ford green bond
12:16 - Deep discussion: Q2 earnings
25 min
September 01, 2022 The Fed, LBOs and a weird second quarter, with Jeremy Burton of PineBridge Investments
Labor Day beckons, which means it's nearly the end of summer — and it's been a weird one. As we try to make sense of yet another strange post-Covid season for credit markets, our US editor Will Caiger-Smith sits down with Jeremy Burton of PineBridge Investments to discuss the Fed, the LBO market and second quarter earnings.
27 min
August 25, 2022 PDA, redemption mechanics trends
The 9fin content and analytics team wraps up the week's activity, co-head of European HY research Brian Dearing and credit analyst Nathan Mitchell discuss trends in redemption mechanics and distressed analyst Emmet McNally tells loans reporter Kat Hidalgo all about the issues facing domestic appliances manufacturer PDA.
0:00 - Intro
1:03 - Levfin Wrap
1:38 - Covenant close-up: Redemption mechanics trends
11:47 - Deep discussion: PDA
27 min
August 18, 2022 Equities, inflation and the LBO backlog, with John Fraser of Tikehau Capital
It's been a weird summer: equities have rebounded and there's been some good news on inflation, but with rates still extremely high and a big LBO backlog the outlook for credit is unclear. How are portfolio managers and CLO issuers approaching this market? Bill Weisbrod dials up John Fraser, head of global structured credit at Tikehau Capital, for answers.
21 min
August 11, 2022 Victoria Plc, investor pushback, Ekaterra ESG issues
The 9fin content and analytics team wraps up the week's activity and co-heads of European loans research Jainisha Amin and Christine Tognoli discuss which terms investors are pushing back on and which ones they should be pushing back on more. Loans reporter Kat Hidalgo talks ESG issues on the Ekaterra deal floating about the levfin market with ESG analyst Jack David and editor Chris Haffenden does a deep dive on the issues facing flooring company Victoria Plc.
0:00 - Intro
0:46 - Levfin Wrap
1:08 - Covenant close-up: Most/least pushed back terms
7:28 - Please raise responsibly: Ekaterra ESG issues
13:05 - Deep discussion: Victoria Plc.
25 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.