All Episodes

Is Commercial Real Estate the Next Shoe to Drop?

High interest rates and falling property prices are causing turmoil in the commercial real estate market. The remote work situation is adding to fears about a shrinking demand for office space. With defaults on the rise and loans moving to special workouts, Fed policymakers and investors are worried the growing problems in the real estate market is a contagion for the US banking system. Host CJ Doherty discusses the issues with IFR Senior Reporter Richard Leong.
7 min

Episode 12: Direct Lending Deep Dive

Host CJ Doherty sits down with Craig Packer, Co-Founder of Blue Owl and CEO of the Owl Rock BDCs, to discuss today’s direct lending market conditions and to look ahead to the rest of the year.
17 min

Episode 11: M&A Outlook

M&A activity tumbled in 2022 amid market volatility and economic uncertainty. How has 2023 started and what is in store for the rest of the year? Host CJ Doherty talks to Refinitiv’s Director of Deals Intelligence Matt Toole about current M&A market conditions.
12 min

Episode 10: SVB and Signature Bank Collapse

In less than one week, both Silicon Valley Bank and Signature Bank collapsed over the course of three days. How do these bank failures differ from what the market faced in 2008? What does it mean for the syndicated bank loan market? Host Maria Dikeos talks to Peter B. York, Adjunct Professor at Ohio State University and recently retired Managing Director and Head of large market asset-based loan originations at a major money center bank.
20 min

Episode 9: Navigating the Direct Lending Market

Coming off a tough 2022, what does US leveraged lending look like as the new year takes shape? Hosts CJ Doherty and Maria Dikeos talk about prospects for the developing pipeline as well as buyside and sellside considerations.
9 min

Episode 8: Leveraged Lending 2023

Coming off a tough 2022, what does US leveraged lending look like as the new year takes shape? Hosts CJ Doherty and Maria Dikeos talk about prospects for the developing pipeline as well as buyside and sellside considerations.
9 min

Episode 7: Risk vs. Reward

Host CJ Doherty sits down with Fran Beyers, Head of Capital Markets at Cliffwater, to discuss current conditions in the direct lending market as we approach the end of 2022 and a look ahead to 2023. How will the market play out given the uncertain economic backdrop?
17 min

Episode 6: Blackstone Credit Spotlight

Blackstone Credit’s Carlos Whitaker shares his outlook for the private credit market. How are portfolio companies positioned amid the rising rate environment? With 2023 right around the corner, what is he focused on as we head into the new year?
14 min

Episode 5: State of the European Lending Space

A look at the European leveraged and investment grade loan markets. Is leveraged lending shut down in Europe? What opportunities have arisen for the private debt space as a consequence of this disruption? And is there a silver lining in the investment grade market?
10 min

Episode 4: Sustainable finance in 2022

Looking at the relevance of sustainable finance amid broader market uncertainty, with a focus on corporate loans.
10 min

Episode 3: Private Credit 101

Discussing the evolution in private credit and the rapid growth of direct lending in recent years. How did we get here, and where are we headed?
10 min

Episode 2: Summer of Volatility

Taking a look at current market dynamics in the leveraged lending space amidst volatility, inflation, and how loans are performing versus other asset classes.
9 min

Episode 1: Private Debt Bonanza

Taking a look at current market dynamics in the leveraged lending space amidst volatility, inflation, and how loans are performing versus other asset classes.
8 min