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/
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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 - Welcome to The Credit Clubhouse
02:20 - Unpacking access, complexity, and work premiums
05:10 - How sponsor capital benefits the lower middle market
07:16 - Metropolitan's ethos: loan-to-asset value & niche finding
12:04 - Speed in non-sponsored deals
14:10 - Sourcing, empathy, and 'skin in the game' principles
17:32 - Unlocking value in fundamental, below-the-radar businesses
20:07 - Mitigating risk with asset protection and covenants
23:10 - AI's impact on private credit
27:04 - Proactive interventions and managing challenging situations
33:15 - Specialization, LP sophistication, and market misconceptions
37:34 - Paul Lisiak's hobbies, insights, and future predictions
40:16 - Thank You for listening to The Credit Clubhouse
Paul Lisiak, Managing Partner, Metropolitan Partners Group - https://www.linkedin.com/in/paul-lisiak-0611/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
https://linktr.ee/thecreditclubhousepodcast
