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Cloud 9fin episodes

May 26, 2022 Tech troubles, with John McClain of Brandywine Global
Tech is selling off and laying off, retail earnings are down, the Twitter debacle is rumbling on — what does all this mean for leveraged finance? This week, 9fin's US editor Will Caiger-Smith dials up John McClain of Brandywine Global to digest the past two weeks.
22 min
May 19, 2022 Financing football, restricted group, creative KPIs
The 9fin content and analytics team wraps up the week's activity, head of covenant research Caitlin Carey walks us through the restricted group concept and credit analyst Josh Latham discusses creative KPIs using rhino bonds as an example and analyses possible creative KPIs for Unilever Tea. Senior reporter Owen Sanderson also talks the recent LaLiga financing with loans reporter Kat Hidalgo.
0:00 - Intro
0:56 - Levfin Wrap
2:17 - Covenant close-up: Restricted Group Concept
7:37 - Please raise responsibly: Creative KPIs (Rhino bonds, Unilever Tea)
12:13 - Deep discussion: Football Financing (LaLiga)
20 min
May 12, 2022 The price isn't right, with Frank Ossino of Newfleet Asset Management
9fin's US editor Will Caiger-Smith chats with Frank Ossino of Newfleet Asset Management about recent market volatility, the impact of monetary policy on leveraged loans, and how the rising cost of issuance could affect struggling borrowers.
23 min
May 06, 2022 Inflation in Q2, Frankfurt Seminar review, Miller Homes
The 9fin content and analytics team wraps up the week's activity, legal analyst Alice Holian tells us about her experience at the Frankfurt Seminar for High Yield and Leveraged Finance in Europe, ESG analyst Jack David discusses recent trends in green bond issuance and discusses the ESG credentials of Miller Homes and Biofarma. Loans reporter Laura Thompson and senior reporter Owen Sanderson discuss the impact of inflation on the LevFin pipeline in Q2.
0:00 - Intro
0:55 - Levfin Wrap
2:59 - Covenant close-up: Frankfurt Seminar
7:37 - Please raise responsibly: Miller Homes
12:13 - Deep discussion: Inflation in Q2
20 min
April 27, 2022 Decoding Twitter's deal
In case you haven't heard, Elon Musk is buying Twitter. So for this week's episode, our US editor Will Caiger-Smith quizzes Steven Hunter, 9fin's CEO, on the deal's structure, how it might come to market, and what Twitter might look like as a credit.
17 min
April 21, 2022 Schur Flexibles Update, Asset Sales, Prisa
The 9fin content and analytics team wraps up the week's activity, legal analyst Alice Holian discusses how the asset sales covenant can expand RP capacity, credit analyst Alex Manolopoulos discusses Prisa's ESG-linked loans and gives some insight into carbon credit quality, and editor Chris Haffenden gives us an update on the ongoing distressed situation for Schur Flexibles.
0:00 - Intro
0:51 - Levfin Wrap
1:48 - Covenant close-up: Asset sales covenant
7:12 - Please raise responsibly: Prisa
11:46 - Deep discussion: Schur Flexibles
20 min
April 14, 2022 US and Europe joint edition — Q&A with 9fin's editors
This week, Kat Hidalgo quizzes 9fin editors Will Caiger-Smith and Chris Haffenden on market trends across the Atlantic. They discuss the uptick in issuance as markets recover from the war in Ukraine, the attractiveness of loans versus bonds, sectors that are feeling the impact of inflation, and the potential for distress in first quarter earnings.
24 min
April 07, 2022 Market Reopening, Loans Portability, SEC Climate Disclosures
Legal analyst Alice Holian and senior covenant analyst Brian Dearing discuss portability in loans and raise some red flags, ESG analyst Sam Stevens discusses the proposal for climate disclosures by the SEC, and loans reporter Michal Skypala and senior reporter Owen Sanderson talk about the nature of this week's market reopening.
0:00 - Intro
0:50 - Levfin Wrap
2:14 - Covenant close-up: Loans portability
13:47 - Please raise responsibly: SEC proposal for climate disclosure
19:06 - Deep discussion: Market reopening
30 min
March 31, 2022 The shifting private credit narrative, with Todd Koretzky of Allen & Overy
US editor Will Caiger-Smith catches up with Todd Koretzky, a partner at Allen & Overy, to discuss shifting narratives around private credit. From the growth of big-ticket deals to the convergence of terms between syndicated and private debt, how should market participants think about the seemingly unstoppable rise of non-bank financing in leveraged credit?
20 min
March 24, 2022 Aviation Sector, Available Amount Interpretations, Clean Energy Transition
Legal analyst Alice Holian and senior covenant analyst Brian Dearing discuss how the available amounts concept can be interpreted, ESG analyst Jack David discusses the clean energy transition, and loans reporter Laura Thompson tells us about the current state of the aviation sector.
0:00 - Intro
00:48 - Covenant close-up: Available amount interpretations
9:52 - Please raise responsibly: Clean energy transition
14:28 - Deep discussion: Aviation sector
24 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.