00:00 - Exploring the Blurring Lines of Public and Private Markets

03:30 - Brad Foster's Role and the Language of Private Markets

06:48 - Understanding the Growth and Appeal of Private Direct Lending

09:27 - What Borrowers Value in Private Capital and the Investment Grade Shift

12:09 - LP Capital Allocation and Bloomberg's Technology in Private Markets

16:03 - Balancing Market Transparency, Confidentiality, and Retail Investor Access

20:55 - Addressing Market Fragmentation and the Future of Secondary Markets

25:51 - Personal Insights, Future Predictions, and Episode Conclusion

Brad Foster, Head of Fixed Income & Private Markets, Bloomberg - https://www.linkedin.com/in/brad-foster-437799ba/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

This episode is brought to you in partnership with Setpoint, the operating system for capital markets.

01:15 - First Brands and Tricolor failures and what they reveal about the ABF market today

05:08 - Setpoint overview and solving the analog backend

07:03 - What is double pledging, and what happened with First Brands and Tricolor

08:57 - Information accessibility between public and private markets

12:15 - Launching Setpoint Pledge Check

14:48 - The importance of having an independent third party for verification of assets

17:22 - Can double pledging be eliminated?

20:28 - Solving the complex workflows in ABF and moving on from Excel

22:03 - How a private credit ecosystem can become healthy and transparent in the next five years

24:01 - Stuart's entrepreneurship journey and the joy in building new products

26:53 - Fun rapid fire questions and wrap up

Stuart Wall, CEO & Co-Founder, Setpoint - https://www.linkedin.com/in/stuartwall/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - The Rapid Growth of Fund Finance as a Permanent Asset Class

02:34 - From Niche Product to Permanent Asset Class: A Decade of Change

04:58 - Founding Hark Capital: Solving Post-GFC Equity Problems in the Lower Middle Market

08:06 - Navigating 'Bad Press': How NAV Lending Gained LP Acceptance and Clarity

12:15 - Excitement and Concerns: The Future Landscape of Fund Finance

16:33 - Exploring Underdeveloped Niches and Creative Structural Innovations in Fund Finance

22:45 - The Leap of Faith: Lessons Learned from an Entrepreneurial Journey

26:28 - From AI Poetry to Market Forecasts: Doug's Personal Reflections and 2024 Prediction

Doug Cruikshank, Managing Partner & Founder, Hark Capital - https://www.linkedin.com/in/doug-cruikshank-hark/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - Kicking off with Stewart Mandel and The Athletic's mission

02:18 - How NIL and transfers are reshaping college football

04:42 - The legal and financial ramifications of NIL beyond football

08:31 - The financial challenges and governance of college football

11:58 - The future: private equity and a college football super league

17:01 - Stewart Mandel's concerns and Congress's role in college sports

20:52 - Stewart Mandel's hobbies, books, and championship forecast

25:12 - Thank you and exclusive listener offer

Stewart Mandel, Editor-in-Chief of The Athletic's College Football Coverage - https://x.com/slmandel

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - Navigating Macro Uncertainty in Fixed Income Investing

04:51 - Blurring Lines Between Public and Private Markets

10:41 - PGIM's Strategy for Differentiated Securitized Investing

16:27 - Evolving Investor Appetite and European Market Expansion

23:14 - Structural Shifts Driving Asset-Backed Finance Demand

27:49 - Evolving Ways Clients Consume Securitized Assets

32:09 - Should Retail Investors Access Private Credit Assets?

35:42 - Capital Concentration and Future Outperforming Sectors

41:25 - Personal Insights and Career Motivations with Edwin

45:04 - Edwin's Market Outlook and Episode Wrap-up

Edwin Wilches, CFA, Managing Director and Co-Head of Securitized Products, PGIM - https://www.linkedin.com/in/edwinwilches/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00: Welcome, Guest, and Defining Asset-Backed Finance

04:13: How Credit Markets Evolved After the Financial Crisis

11:09: Inside 400 Capital Management's Specialized Credit Strategy

16:01: Driving Factors for Institutional Interest in Credit Markets

21:18: Achieving Identifiable Alpha Through Problem-Solving in Credit

24:48: Analyzing Distressed Situations and Market Corrections in Credit

31:47: Navigating Opportunities and Risks in Commercial Real Estate

40:06: Key Trends Shaping Structured Credit Investing's Future

43:43: Chris Hentemann's Hobbies, Books, and Client Connections

Chris Hentemann, Managing Partner & Chief Investment Officer, 400 Capital Management - https://www.linkedin.com/in/chris-hentemann/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/ 

00:00 - Discovering Dubai's Emergence as a Global Capital Hub

03:30 - How the Middle East is Rebalancing Global Capital Flows

06:31 - Rapid Rise of Sophisticated Middle East Investors

12:35 - The DIFC's Role in Shaping Regulatory Frameworks

17:02 - Anticipating Future Market Evolution and Final Reflections

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - Exploring Fund Finance's meteoric growth since 2007

03:13 - Unpacking Fund Finance growth drivers and media's misplaced focus

06:01 - Inside Fund Finance Partners and the NAV Lending Index's impact

10:47 - Bridging knowledge gaps for sponsors in fund finance

13:57 - The exciting evolution of Fund Finance and lending dynamics

18:34 - Navigating risk and structural innovation in Fund Finance

22:45 - Identifying underserved Fund Finance markets and policy gaps

26:54 - Richard Wheelahan's founder journey and personal reflections

33:51 - Thank you and Exclusive DealCatalyst Conference Offer

Richard Wheelahan, Managing Director and Co-Founder, Fund Finance Partners - https://www.linkedin.com/in/rwheelahan/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

01:25 - Analyzing the Ryder Cup: US Team's early deficit

05:02 - Data Centers and AI: the hottest trend in asset-based finance

09:18 - Structuring deals for insurance capital: opportunities and risks

13:35 - The power of private transactions: flexibility and control in deals

16:56 - Exploring new frontiers: fintech, art, HEI, and ABF market growth

25:08 - From Mets misery to NFL hopes: sports roundup

29:14 - Private Credit and Equity: sports as the next major asset class

32:03 - Get involved: share ideas and join DealCatalyst conferences

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

• 00:00 - Exclusive DealCatalyst offer and guest introduction

• 01:18 - From Wall Street analyst to TCG Founder

• 06:30 - Real estate, opportunistic, and private credit under one roof

• 10:59 - TCG's unique investor-friendly capital structure and approach

• 13:41 - Navigating the private credit bubble for underserved markets

• 19:22 - Current credit cycle and real estate market stress

• 25:34 - Southern states growth and future office lending opportunities

• 30:15 - Building relationships and exploring unconventional asset classes

• 34:35 - Len's coaching role and TCG's family enterprise culture

• 36:57 - Hobbies, book recommendations, and a bold market prediction

• 42:10 - Thank you and final DealCatalyst Conference offer

Len Tannenbaum, Founder, TCG - https://www.linkedin.com/in/leonard-tannenbaum-a3b3561/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/