This episode is presented by Cardo AI, the operating system for asset-based finance. Curious to see the platform in action? Book a demo to learn more - https://cardoai.com/book-a-demo/
DealCatalyst Homepage - https://www.dealcatalyst.io/
DealCatalyst Events - https://www.dealcatalyst.io/events
Private Credit Club - https://www.dealcatalyst.io/private-credit-club
Listeners can save 10 percent on conference tickets by using the promo code CREDIT at checkout.
00:00 - Diving into credit markets with KBRA DLD
01:56 - Unpacking private credit headlines with performance data
07:09 - Redefining private credit beyond distribution strategy
11:50 - The need for standardized data in private credit
15:01 - How lenders and sponsors stabilize direct lending
20:07 - Assessing default risks in software and other sectors
25:47 - Direct lending's underappreciated strengths and recovery
30:28 - How to address negative narratives in private credit
35:30 - Guests' hobbies, and industry predictions
Kelly Thompson, Managing Director, KBRA DLD - https://www.linkedin.com/in/kelly-thompson-29179313/
Eric Rosenthal, Senior Director, KBRA DLD - https://www.linkedin.com/in/eric-rosenthal-5866489/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
https://linktr.ee/thecreditclubhousepodcast
Important Disclosure: The views and opinions expressed here reflects the judgments and opinions of the speaker(s), do not purport to be complete, and do not reflect the official position of any affiliated firm, employer, or organization. No obligation to update or otherwise revise such views and opinions is being assumed. The content is provided for informational and educational purposes only and should not be construed as investment, legal, tax, or financial advice. Statements regarding market or economic conditions, forecasts, and forward-looking expectations are inherently uncertain, and actual results may differ materially. This content does not constitute, and should not be construed as, an offer of advisory services, securities or other financial instruments, a solicitation of an offer to buy any security or other financial instrument, or a recommendation to buy, hold or sell a security or other financial instruments in any jurisdiction. References to specific securities, issuers, indexes, and strategies are for illustrative purposes only, may or may not be currently held by the hosts and guests in a direct or indirect capacity, and are not intended to be, and should not be interpreted as, an indication that an investment has been or will be profitable. Listeners should conduct their own due diligence and consult with a qualified financial, legal, or tax professional before making any investment decision.
