In this episode of Jane’s LME Addiction, 9fin’s head of LME coverage Jane Komsky brings in Mudrick Capital Management founder, Jason Mudrick, and Akin Gump partners Dan Fisher and Jaisohn Im to discuss disqualified lender (DQ) lists. They discuss the the goal of DQ lists, whether they actually work (spoiler: they believe they do not), and the implications for sponsors and lenders involved. Find all of our coverage on LME litigation on 9fin.Have any feedback on the podcast? Send us a note at [email protected] — thanks for listening!
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27:44
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27:44
Direct lending CLOs, the sterling edition
Earlier in June, Ares priced its first direct lending CLO, the second of its kind of Europe, but with a twist — it is priced in sterling.The last 12 months have been a busy time for the private credit giant, as they also completed a €30bn fundraise in Europe and opened a new office in Milan.In this episode of Cloud 9fin, senior private credit reporter Synne Johnsson chats with Andrea Fernandez, partner in Ares’s investor relations and product management team for European direct lending, and Mike Dennis, Ares’s co-head of European credit. They discuss the firm’s newest CLO, how to deploy €30bn in a dried up LBO market and what opportunities Italy has to offer.Have any feedback for us? Send a note to [email protected].
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21:19
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21:19
Jane's LME Addiction - Jennifer Selendy knows when to hold 'em
In this episode of Jane’s LME Addiction, our head of LME coverage Jane Komsky brings in founding partner of Selendy Gay, Jennifer Selendy, to discuss LME litigation. They discuss the perspective of excluded lenders, when it makes sense to hold out, and why we have yet to find any certainty on the validity of specific LME tactics and debt document language.Find all our coverage on LME litigation at 9fin.com.Have any feedback on the podcast? Send us a note at [email protected] — thanks for listening!
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23:13
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23:13
SRT across continents
It has been a busy month for the Significant Risk Transfer (SRT) market as investors returned from the Global ABS conference in Barcelona earlier this month to a flurry of new deals, 9fin’s Celeste Tamers reported.In this episode of Cloud 9fin, US distressed debt reporter Ayden Crosby is joined by David Lucking, a partner in Linklater’s US structured finance practice, to discuss the state of SRT and unpack some of the differences and emerging trends in US versus European markets.Have any feedback for us? Send a note to [email protected].
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32:51
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32:51
CLOs are no longer exotic
In this episode of Cloud 9fin, Tanvi Gupta, global head of CLOs at 9fin, talks with Sumer Chopra, director at Alumia, to discuss how CLOs have gone from an exotic to an essential product in the eyes of institutional investors.They discuss what’s led to the boom of family offices allocating to CLOs, double-Bs and single-Bs outperforming CLO equity, and how some endowments still struggle with the legacy bias from the GFC. They go on to unpack what the ideal pitchbook from a CLO fund manager looks like and the growth of evergreen funds, among other things.Have any feedback for us? Send a note to [email protected].
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