Cloud 9fin
9fin
All episodes
Best episodes
Top 10 Cloud 9fin Episodes
Goodpods has curated a list of the 10 best Cloud 9fin episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to Cloud 9fin for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite Cloud 9fin episode by adding your comments to the episode page.
08/27/24 • 15 min
Private credit fundraising has been going through an inflection point in recent years, as high interest rates and geopolitical risk increasingly drive LPs to only the most established fund managers. The market shift has many wondering, is the sector leaving its “Golden Age” and entering its "Silver Fox era”?
Despite these challenges, investors are finding new opportunities as they adapt to the changing landscape.
For this week's episode of Cloud 9fin, private credit reporters Peter Benson and Fin Strathern discuss the evolving world of private credit fundraising, the rise of more niche strategies, and the use of perpetual capital vehicles.
11/20/24 • 35 min
Not all that glitters is gold. And not everyone agrees that the recent era for private credit should be called “the golden age.”
In this week’s episode of Cloud 9fin, produced in partnership with Arena Investors, senior private credit reporter Peter Benson sits down with Arena co-founding CEO and CIO Dan Zwirn to talk through his latest white paper. He takes a contrarian look at the direct lending space, and considers whether this high-rate environment will turn out to be as fruitful for late adopters as the hype would lead one to believe.
Have any feedback for us? Please send us a note at [email protected]. Thanks for listening!
The dawn of the audit bro
Cloud 9fin
07/10/24 • 20 min
Shout if you’ve heard this one before: a CPA and an MD walk into a bar. The MD says, “Plz Fix,” and the CPA says, “sure, but I’ll need three forms of ID and an engagement letter first.” In response to which the MD, of course, literally explodes.
Not heard it? Well you may soon, because private equity ownership of auditing firms is causing concern in the wake of deals like the New Mountain Capital acquisition of Grant Thornton earlier this year.
In this week’s episode of Cloud 9fin, our LevFin editor David Bell and senior reporter Sasha Padbidri look into this rising trend and how it’s being received by the debt market.
Then, Sasha speaks to Dr Steven Mintz, a professor of accounting at California Polytechnic State University, author of two books and a popular blog Ethics Sage. They talk about how the entrance of PE into the audit business is sparking concerns both new and familiar.
Hedging our debts
Cloud 9fin
08/28/24 • 9 min
Hedge funds are making a bold push into the private credit arena, lured by the promise of higher returns. However, new territory is not without its hurdles, as these funds navigate a landscape already populated by established players.
In this episode of Cloud 9fin private credit reporter Peter Benson and senior private credit reporter Shubham Saharan discuss the complexities of this market shift and the different strategies hedge funds are using to gain a foothold in private credit.
Private credit back to the future
Cloud 9fin
08/30/24 • 10 min
Private credit funds are venturing back to their roots, embracing a strategy that blends the old with the new as hybrid deals are back in vogue.
But is this a nostalgic trip down memory lane, or a calculated move with long-term implications?
In this episode of Cloud 9fin, leveraged finance reporter Ryan Daniel and senior private credit reporter Synne Johnsson discuss this trend, the driving forces behind this shift and ponder the future of private credit in this evolving market.
07/17/24 • 13 min
In the realm of private credit, thinking local is a must. Which means knowing your place can determine whether an investment will succeed or generate losses.
For this week's episode of Cloud 9fin, senior reporter Bianca Boorer sits down with Hayfin's Carlos Pla. They talk about the nuance of private credit special situations in Europe, how it differs from the US market and what it takes to succeed in the various European jurisdictions.
Carlos is a portfolio manager for Hayfin's special opportunities strategy and chairman of the investment committee for the special opportunities, tactical credit, healthcare and private equity solutions strategies.
Find all of our coverage of Hayfin's latest market moves here on the 9fin dashboard.
Got any feedback for us? Send us an email at [email protected].
LBO volumes warm up in the summer sun
Cloud 9fin
08/07/24 • 11 min
US leveraged buyout volumes are slowly starting to improve, with the likes of Apollo, Thoma Bravo, CD&R and TowerBrook making moves. This comes after a long period where buyers and sellers struggled to find common ground in valuations and could bring a welcome shot of new debt issuance for investors that are eager to lend. So what changed? And is this improvement in deal activity significant enough to satisfy investor demand for paper?
In this week’s episode of Cloud 9fin — recorded before the recent spike in market volatility — US LevFin editor David Bell sits down with senior reporter Sasha Padbidri and credit analyst Alec Keblish to unpack the hottest themes of recent LBO activity.
2022 Review
Cloud 9fin
12/16/22 • 14 min
The 9fin editorial team has been with you all year to discuss the major trends affecting the leveraged finance industry. In this 2022 wrap up we discuss the Russia-Ukraine war's impact on the industry, inflation and how the sellside tackled its hung pipeline. We don't go so far as to predict 2023 trends just yet, but we reckon A&Es will play a big part. Thanks to all our listeners and contributors and we look forward to speaking to you next year!
A Texas Shaw-down
Cloud 9fin
07/03/24 • 13 min
Overheard in the Southern District of Texas: Don’t be a meanie! Ok, we may be paraphrasing here a bit, but taking the decision in Robertshaw and the anticipated Incora decision together, the court may be signaling that lenders need to stop being so Incora-gible and tone down the violence.
In this week’s episode of Cloud 9fin, reporter Max Reyes digs into these decisions with legal analysts Jane Komsky and Cat Corey, looking at how they contrast with one another and prior case law in the district.
Find our reporting on the Robertshaw decision here and follow this thread to stay up to date on the latest with Incora here at 9fin.com.
11/13/24 • 12 min
Private credit in both the US and Europe has faced a great deal of pressure from bank lenders in 2024. But despite a slow start, the asset class is holding its ground on a year-to-date basis.
In this week’s episode of Cloud 9fin, private credit editor David Brooke digs into the data with analysts Devin McGinley and Elijah Jackson. They chat through the trends, diving into their respective Q3 2024 private credit reports. You can read both reports here and here.
To learn more about 9fin’s private credit reports, send a note to the team at [email protected]. For feedback on the podcast, or to learn how to get involved, send a note to [email protected].
Thanks for listening!
Show more best episodes
Show more best episodes
FAQ
How many episodes does Cloud 9fin have?
Cloud 9fin currently has 166 episodes available.
What topics does Cloud 9fin cover?
The podcast is about News, Debt, Private Equity, Business News, Podcasts, Finance, Business, Current and Latest.
What is the most popular episode on Cloud 9fin?
The episode title 'It Hertz you to see it' is the most popular.
What is the average episode length on Cloud 9fin?
The average episode length on Cloud 9fin is 21 minutes.
How often are episodes of Cloud 9fin released?
Episodes of Cloud 9fin are typically released every 7 days.
When was the first episode of Cloud 9fin?
The first episode of Cloud 9fin was released on Aug 6, 2021.
Show more FAQ
Show more FAQ