Cloud 9fin

Cloud 9fin

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Cloud 9fin episodes

  • Changing dynamics, with Melanie Hanlon of Napier Park
    US editor Will Caiger-Smith sits down with Melanie Hanlon, head of credit research at Napier Park Global Capital, to discuss changing dynamics in the primary and secondary loan market, second and third-order impacts of the war in Ukraine, and the evolution of ESG in credit.
    21 min
  • Ukraine-Russia conflict, Ontex Change of Control, Russian red flags

    The 9fin content and analytics team wrap up the week's HY and leveraged loans (non-existent) deals, head of covenant research Caitlin Carey and senior covenant analyst Brian Dearing discuss Ontex's change of control provision, ESG analyst Sam Stevens discusses ESG red flags present in Russian society prior to the current sanctions and editor Chris Haffenden and senior reporter Owen Sanderson give us the latest on the Russia-Ukraine conflict's effect on European leveraged finance.

    0:00 - Intro
    01:40 - Covenant close-up: Ontex change of control
    9:30 - Please raise responsibly: Russian red flags
    14:28 - Deep discussion: Ukraine-Russian conflict

    28 min
  • Ukraine and its market impact
    As Russia continues its invasion of Ukraine, US editor Will Caiger-Smith sits down with 9fin CEO and co-founder Steven Hunter to evaluate the conflict's impact on leveraged credit.
    13 min
  • Schur Flexibles, Voting Caps, Care Homes

    The 9fin content and analytics team wrap up the week's HY and leveraged loans deals, head of covenant research Caitlin Carey discusses voting caps, ESG analyst Sam Stevens discusses care home credits in light of the Orpea controversy and editor Chris Haffenden and loans reported Michal Skýpala give us the latest on Schur Flexibles, after the company's shock announcement to lenders.

    0:00 - Intro
    00:49 - Levfin wrap
    01:24 - Covenant close-up: Voting caps
    8:15 - Please raise responsibly: Care homes
    16:27 - Deep discussion: Schur Flexibles

    28 min
  • Saipem, "No Worse" Ratio Tests, ESG Ratchets and Step-downs

    The 9fin content and analytics team wrap up the week's HY and leveraged loans deals, head of covenant research Caitlin Carey discusses "no worse" ratio tests, credit analysts Josh Latham and Alex Manolopoulos talk the good, the bad and the ugly of ESG margin ratchets and coupon step-downs and editor Chris Haffenden gives us the latest on Saipem.

    0:00 - Intro
    00:53 - Levfin wrap
    01:31 - Covenant close-up: "No worse" ratio tests
    11:06 - Please raise responsibly: ESG ratchets and step-downs - the good, the bad and the ugly
    16:07 - Deep discussion: Saipem

    26 min
  • A Rising Tide Lifts the Loan Market, Liens Covenants, SLB Update

    The 9fin content and analytics team wrap up the week's HY and leveraged loans deals, head of covenant research Caitlin Carey discusses liens covenants touching on permitted liens vs permitted collateral liens and ESG analyst Jack David gives us an update on sustainability-linked bonds and loans for this January. For his Cloud 9fin debut US editor Will Caiger-Smith gives us a look into his market and discusses the driving forces behind a continuing shift towards loans.

    27 min
  • Review, preview 2021/2022

    In this special episode the 9fin content and analytics team looks back on a blockbuster year and ahead to slightly more troubled waters. Credit analyst Ben Hoskin and loans reporter Katharine Hidalgo look at bonds and loans, editor Chris Haffenden takes us through the restructuring and distressed debt spaces, senior reporter Owen Sanderson looks at CLOs and ESG analyst Jack David reviews the ESG field.

    27 min
  • A Happy Levfin Quizmas

    CEO Steven Hunter and loans reporter Michal Skýpala face off against editor Chris Haffenden and senior reporter Owen Sanderson in our first annual leveraged finance Christmas quiz. The teams will answer questions on loans, bonds and ESG in a quiz that includes some impossible questions, some useless questions and maybe one or two interesting ones!

    16 min

About Cloud 9fin

From the publisher's feed

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.

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