00:00 - New Year Greetings and The Credit Clubhouse Growth

02:33 - Analyzing 2025's Up and Down Private Credit Markets

05:09 - How Banks Partner with Private Credit, Not Compete

09:14 - The AI Boom and Big Tech's Growing Debt Ratios

15:36 - Prioritizing Risk Management and Selective Deal Making in 2026

17:37 - Why BDCs Face Headwinds and Investor Expectation Resets

20:22 - The Growing Appeal of Asset-Based Finance Opportunities

24:13 - Host's Closing Thoughts and Exclusive Listener Offer

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

Greg Hardiman, GP-LP Solutions, Crescent Capital - https://www.linkedin.com/in/gregory-hardiman/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

Apollo's Private Credit: Fact vs. Fiction

Pension Slams Private Market Ratings After €1 Billion Loss

00:00 - Analyzing Apollo's Defense and Pension Fund Losses in Private Credit

06:22 - Counting Down the Best Holiday Films, From Classics to Modern Favorites

11:12 - Examining the NFL's Massive Ratings and Financial Impact on Sports

14:25 - The Playoff's Impact, Ratings Success, and Private Equity in College Sports

19:33 - Forecasting College Football Champions and Thanking Our Valued Listeners

Top 10 Christmas Movies

• National Lampoon's Christmas Vacation (1989)
• Home Alone (1990)
• Elf (2003)
• The Holiday (2006)
• A Christmas Story (1983)
• It's a Wonderful Life (1946)
• Love Actually (2003)
• How the Grinch Stole Christmas (1966/2000)
• A Charlie Brown Christmas (1965)
• The Polar Express (2004)

Honorable Mention

• Rudolph the Red-Nosed Reindeer (1964)
• Frosty the Snowman (1969)
• Four Christmases (2008)

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

Download the Inaugural ABF Capital Flows Survey Report from DealCatalyst Intelligence.

Ganesh Rajendra, Managing Partner, Integer Advisors - https://www.linkedin.com/in/ganesh-rajendra/

Rory Mepham, CEO, The Sancus Group - https://www.linkedin.com/in/rory-mepham-7ba52913/

Julian Schickel, Founding Partner, Avellinia Capital - https://www.linkedin.com/in/jschickel/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - Welcome to the Clubhouse and Exclusive Conference Offer03:33 - Credit Fund Capital, Securitization, and LP Support in ABF07:21 - Upcoming DealCatalyst Events and ABF Survey Insights09:40 - Adding Sports Content and Community Engagement to the Show11:45 - Examining Mark Rowan's Four Myths About Private Credit18:09 - Stress Tests, Investor Confidence, and Market Momentum21:40 - Looking Ahead to 2026 and Final Conference Offer

Private-Credit Fears Are Based on Four Myths - https://www.bloomberg.com/opinion/articles/2025-12-03/private-credit-is-safe-and-makes-the-financial-system-stronger

Mubadala Backs Private Credit Bets After Plowing in $20 Billion - https://www.bloomberg.com/news/articles/2025-12-04/mubadala-backs-private-credit-bets-after-plowing-in-20-billion

Bank of England launches stress test of private equity and credit - https://www.reuters.com/sustainability/boards-policy-regulation/bank-england-launches-stress-test-private-equity-private-credit-industries-2025-12-04/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - Exploring the Booming Private Credit Market in Ireland

02:35 - Ireland's Shifting Landscape: Public Struggles, Private Boom

05:01 - Quintus Capital's Mid-Market Niche and Growth Strategy

09:46 - Navigating Deal Sourcing and PE Sponsors in Ireland

13:49 - International Expansion and Ireland's Macroeconomic Stability

18:46 - Assessing Risk, Identifying Growth Sectors, and ESG Trends

24:48 - AI's Impact, LP Misconceptions, and Irish Wealth Retention

30:39 - Ireland's Data Center Boom and Kevin Canning's Personal Side

Kevin Canning, CEO, Quintas Capital - https://www.linkedin.com/in/kevincanning1/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

00:00 - Exploring the Blurring Lines of Public and Private Markets

03:30 - Brad Foster's Role and the Language of Private Markets

06:48 - Understanding the Growth and Appeal of Private Direct Lending

09:27 - What Borrowers Value in Private Capital and the Investment Grade Shift

12:09 - LP Capital Allocation and Bloomberg's Technology in Private Markets

16:03 - Balancing Market Transparency, Confidentiality, and Retail Investor Access

20:55 - Addressing Market Fragmentation and the Future of Secondary Markets

25:51 - Personal Insights, Future Predictions, and Episode Conclusion

Brad Foster, Head of Fixed Income & Private Markets, Bloomberg - https://www.linkedin.com/in/brad-foster-437799ba/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/

This episode is brought to you in partnership with Setpoint, the operating system for capital markets.

01:15 - First Brands and Tricolor failures and what they reveal about the ABF market today

05:08 - Setpoint overview and solving the analog backend

07:03 - What is double pledging, and what happened with First Brands and Tricolor

08:57 - Information accessibility between public and private markets

12:15 - Launching Setpoint Pledge Check

14:48 - The importance of having an independent third party for verification of assets

17:22 - Can double pledging be eliminated?

20:28 - Solving the complex workflows in ABF and moving on from Excel

22:03 - How a private credit ecosystem can become healthy and transparent in the next five years

24:01 - Stuart's entrepreneurship journey and the joy in building new products

26:53 - Fun rapid fire questions and wrap up

Stuart Wall, CEO & Co-Founder, Setpoint - https://www.linkedin.com/in/stuartwall/

Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/