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PODCAST

Cloud 9fin

Leveraged finance, distressed debt, and private credit drive today’s markets. Cloud 9fin delivers expert insights on high-yield bonds, syndicated loans, direct lending, and debt restructuring. Join top analysts and investors as we explore credit markets, special situations, and private debt strategies shaping the industry. From credit risk assessment to institutional credit trends, each episode provides actionable intelligence for fund managers, institutional investors, and financial professionals

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All Episodes

19:14

ESG regulations ramp up in the US

Cloud 9fin ·

2024/02/15

In November 2023, California circumvented the US Securities and Exchange Commission and released two regulations aimed at increasing climate disclosures for US companies. The SEC initially proposed its now twice delayed climate disclosures in 2022, but the regulations are expected to be released early this year.In this Cloud 9fin episode, host Jennifer Munnings sat down with Kristina Wyatt, former senior counsel for climate and ESG at the SEC, to take a deep dive into what the Californian

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10:40

It’s raining repricings in Europe

Cloud 9fin ·

2024/02/01

Repricing deals have flooded the European market over the past few weeks, with many companies taking advantage of lower interest rate forecasts and tighter high yield credit spreads. But is this trend set to last?For this week’s podcast, Alessandro Albano, financial journalist at 9fin, sat down with host Sammy Cole to talk about the repricing wave. We discussed examples of companies that have repriced deals recently, lender responses, and delve into Alessandro’s predictions for the year

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25:15

US Edition — Riding the repricing wave, with Himani...

Cloud 9fin ·

2024/01/26

US leveraged loan borrowers are repricing their debt at a frenetic pace, and it’s starting to hurt — in some credits, they’re testing the base limits of the CLO managers holding their debt.Himani Trivedi, head of structured credit at Nuveen Asset Management, has seen a lot of history in the CLO market, so she’s perfectly placed to put this intense period of repricing in historical context.How are managers coping, and what does this trend mean for syndicated loan issuance this year?For this

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49:43

A deep dive on cross-border recognition with Riz Mokal

Cloud 9fin ·

2024/01/18

Cross-border recognition is where every good restructuring deal hopes to end. Recognition was historically a more clearcut part of a restructuring process, but in a post-Brexit world, with the advent of restructuring plans (in the UK and across Europe), and the rule in Gibbs potentially in doubt, the apple-cart may have been upset.In this week’s podcast, Cloud 9fin sits down with 9fin senior legal consultant (and restructuring lawyer) Freddie Doust and the eminently qualified South Square

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16:34

US Edition — Bonds are back, baby!

Cloud 9fin ·

2024/01/12

Loan repricings came thick and fast in the US market this week, with borrowers looking to slash their borrowing costs on more than $30bn of debt — but bonds are also coming back in a big way.Companies such as Hilton and Chobani highlighted the compelling value on offer in the high yield bond market, which could help define the shape of some hefty debt syndications that are waiting in the wings.In this week’s episode of the podcast, our US managing editor Will Caiger-Smith and deputy editor

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11:19

Cinven answers investors’ LBO Christmas wishes with...

Cloud 9fin ·

2024/01/04

German medical diagnostics provider Synlab answered investors’ Christmas wishes for another big European LBO deal by coming to market with €1.5bn in bonds and loans in early December. The funding was used to finance UK private equity fund Cinven’s acquisition of a majority stake in the company.For our first podcast of 2024, Cloud9fin sits down with 9fin Levfin reporter Ryan Daniel and credit analyst Ameeq Singh to talk through Synlab’s rise in importance during Covid-19, it’s long lasting

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16:17

US Edition — What the collapse of Enviva and...

Cloud 9fin ·

2023/12/21

The collapse of wood pellet producer Enviva last month was swift and brutal. The story’s not over yet for all of the company’s investors (for an extremely thorough analysis, check out our distressed team’s deep-dive report) but it is for at least one of them: Inclusive Capital.Founded just a few short years ago to great fanfare, Jeff Ubben’s much-vaunted ESG activism fund closed its doors around the same time that Enviva’s capital structure fell apart. What can the implosion of these two

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16:36

2023 review with CEO Steven Hunter

Cloud 9fin ·

2023/12/14

Looking back on 2023, we’ve seen financial markets tested by ongoing geopolitical upheaval. We sit down with 9fin’s CEO Steven Hunter to take us through the highs and lows of the year as well as our company’s growth story.Also tune in to find out how Steven unwinds in his spare time and what he thinks about pints in New York!

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16:01

The release of ‘9fin AI’, GPT for LevFin

Cloud 9fin ·

2023/12/07

“9fin AI enables our users to find and process the information they need quicker. Speed is essential in financial markets and debt is no exception.”9fin has been leveraging AI since the company was founded back in 2016, but we’ve recently stepped-up our game.‘9fin AI’ allows subscribers to ask questions about companies within debt capital markets and receive high quality answers in real time.For this episode of the podcast, we sat down with 9fin’s Sean Löfgren and Hannes Kindbom to talk us

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34:55

US Edition — Rich Byrne of BSP on why CRE lending is...

Cloud 9fin ·

2023/11/30

Commercial real estate is in crisis — specifically, office buildings.The pandemic unleashed an unpredictable torrent of changes in how people work and live, and the dramatic rise in interest rates over recent months has broken funding models for many property owners.That’s extremely bad news for a lot of investors in the real estate market, but it also creates opportunities for savvy lenders. On this week’s podcast, Will Caiger-Smith asks Rich Byrne, president of Benefit Street Partners,

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25:00

Corestate’s lawyers on its protracted “alternative”...

Cloud 9fin ·

2023/11/16

German real estate is very in vogue in distressed land. In keeping with that trend, German real estate investment firm Corestate Capital is trying to turn its ill fate around through asset sales after finally completed its debt restructuring three months ago. The restructuring deal took a whole year to push through after a lot of back and forth with its bondholders and shareholders.The deal was implemented consensually with a large majority of its bondholders and shareholders agreeing to

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27:19

What's next for Adler's Restructuring Plan

Cloud 9fin ·

2023/11/02

On 21 April this year, the High Court sanctioned Adler Group's UK Restructuring Plan, enabling the group to pursue a solvent wind-down of operations and sale of assets over a two-year period.But one group of creditors was pretty peeved by the plan (understatement of the century).In this week's episode of our Cloud 9fin podcast, 9fin editor Chris Haffenden and restructuring lawyer Freddie Doust do their best to explain some of the key themes from the Adler hearing in the Court of Appeal last

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32:38

Bonus Episode — Talking ESG with lawyers, Sukhvir...

Cloud 9fin ·

2023/10/31

ESG has had a rocky ride in 2023, so how is the legal sector responding?This week, 9fin’s Head of ESG, Jack David talks with prominent sustainability-focused lawyers Sukhvir Basran from Cadwalader and Alex Smith from Eversheds about the evolving world of ESG and sustainability from a legal perspective.We cover the US backlash, the ins and outs of sustainability-linked deals and what the future holds for the ESG within levfin and private credit.

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12:39

US Edition — It's a Wonderful Life Settlement

Cloud 9fin ·

2023/10/26

Life insurance, on the face of it, is not the most exciting industry. The secondary market for life insurance policies, however, presents the perfect subject for a spooky Halloween special edition of Cloud 9fin.On this week’s episode, Will Caiger-Smith quizzes Sami Vukelj — who explains how and why private credit firms are buying life insurance portfolios, and tackles some of the awkwardness involved in this morbid segment of specialty finance.While the trade, which revolves around the

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20:52

Q&A with Mike Scott, Man GLG

Cloud 9fin ·

2023/10/19

The new high interest rate environment poses a huge challenge for companies with debt maturing in the next two years. What risks and opportunities do investors see in the current debt market?For this week’s episode of Cloud 9fin Bianca Boorer sits down with Mike Scott, Head of Global High Yield & Credit Opportunities at Man GLG. Scott discusses how Man GLG is navigating this new normal. Scott also goes into his team’s approach when it comes to more stressed or distressed situations.

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17:40

Debt purchasers in the spotlight

Cloud 9fin ·

2023/10/05

Debt purchasers must soon decide how they plan on addressing upcoming maturity walls, but they are facing scrutiny over their business models.For this week’s episode of our podcast, host Sammy Cole sits down with 9fin’s Nathan Mitchell and Matthew Hughes to talk through debt purchaser predicaments, their options and predictions for the years ahead.“Our attention has been on three key players – Intrum, Lowell, and AFE. They all face similar challenges so it will be fascinating to see who

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30:48

US Edition — Jess Larsen, Briarcliffe Partners

Cloud 9fin ·

2023/09/28

Jess Larsen is in the right place at precisely the right time: after a tough period last year, investor interest in private credit is exploding once again, and his placement agency Briarcliffe Partners is perfectly positioned to benefit from this surge in popularity.The denominator effect is easing, and LPs are once again finding room for private credit. The asset class gives investors an attractive way to benefit from higher interest rates, but its popularity is also to do with the

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38:26

Bonus Episode — The short seller's guide to credit,...

Cloud 9fin ·

2023/09/25

Carson Block is not an unfamiliar name, at least in the equity markets. He and his short-activism fund Muddy Waters Research have been at the center of many notable trades in recent years — so notable, in fact, that the SEC began investigating him last year.He’s talked publicly about the covert techniques he and his colleagues use to uncover fraud, and about the impacts of short selling on his health. Amongst his successes have been some setbacks, like when Chinook was acquired by Novartis

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28:09

Private credit CLOs — they’re coming our way

Cloud 9fin ·

2023/09/21

When JP Morgan priced Ivy Hill XXI in July it marked the bank's entry into middle-market CLO arranging and underlined the expansion of the mid-market CLO industry. That deal also re-sparked the inevitable question of whether now is the right time for private credit CLOs in Europe.For this week’s episode of our podcast, Josie Shillito quizzes Christine Ferris, head of JP Morgan's global CLO primary business on this opportunity.Is Europe ready? And what would it do to the private credit

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35:16

US Edition — Eric Muller, Oak Hill Advisors

Cloud 9fin ·

2023/09/14

Can banks really compete with the big guns of private credit? Many are trying — but there are multiple constraints holding them back, from regulation all the way through to organizational structure and culture.This is just one of the topics we discussed in our podcast with Eric Muller of Oak Hill Advisors, a seasoned veteran not just of the direct lending market but also of the banking industry.Along the way, we quizzed him about increased regulatory scrutiny of private credit firms, the

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