Thanks for returning to The Credit Clubhouse, your one-stop shop for all things credit.We have a special offer for our listeners. If you want to attend any of our conferences, we have a fantastic deal for you. Simply visit www.dealcatalyst.io, choose the event you want to attend and enter the promo code CREDIT when registering to receive a 10% discount on the ticket price.Remember to follow the show, rate us, and leave a review. Your feedback is invaluable to us as it helps us improve the show.Joining me today is Brooke Major-Reid, Chief Capital Officer at Affirm. Affirm gained recognition as one of the leading BNPL, or buy now pay later, platforms. However, as we will discuss, their offerings have expanded well beyond that.Key topics covered:- Affirm’s diversified product offering- The consumer perspective: BNPL vs credit cards- Institutional investors - why the Affirm loan book is so appealing- Volatility and funding partners- The public company dynamic- Increased optionality amongst funding partners - Investor questions and worries- The convergence of private credit and pay-over-time

Welcome back to The Credit Clubhouse, your one-stop shop for all things credit. I’m your host, Todd Anderson, Head of Content and Programming at DealCatalyst.Today’s episode features Nicole Byrns, Partner at Dumar Capital Partners. Nicole and I discuss the exploding growth taking place in ABF, a refreshing conversation around downside protection, data centers, and much more.If you wish to attend any of our conferences, we have a great deal for our listeners; just go to www.dealcatalyst.io.... pick the event you want to attend, and enter the promo code CREDIT when you register to receive a 15% discount on the ticket priceDon’t forget to follow us, rate the show, and leave a review.Without further ado, I present my conversation with Nicole Byrns of Dumar Capital Partners.

In this episode of The Credit Clubhouse, I dive into the world of collateralized fund obligations (CFOs) with Chris Freeze, Senior Managing Director and Co-Head of the Investor Relations Group at Churchill Asset Management. We explore the rapid growth of fund finance, Churchill's pivotal role as a CFO issuer, and the increasing demand for these financial structures. Chris shares insights on how CFOs offer investors yield enhancement and high risk-adjusted returns, while also discussing the importance of transparency and well-structured opportunities in the market. Join us as we uncover the motivations behind the rising appeal of CFOs and the potential challenges ahead. Don't miss this insightful conversation about the evolving landscape of fund finance.

Our first episode, features Amanda Lynam, Head of Macro Credit Research at BlackRock. Amanda discusses the latest macro news, including recent Federal Reserve meetings, tariffs, inflation, the continued growth of private credit, and the structural changes that have emerged in recent years.