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LPC - Lending Lowdown Series

LSEG (London Stock Exchange Group)
Private Credit
Digital Assets Financing
Debt Portability
Investments
Leverage Financing
Syndicated Loans
US Corporate Bond Market
Artificial Intelligence
Global Economy
Investment Grade Corporate Credit
Significant Risk Transfer (SRT)
Private Equity
Private Credit Market
Inflation
Data Centers
Telecommunication Companies
US Direct Lending Market
Islamic Finance
Acquisition Financing
Capital Solutions

The Lending Lowdown provides credit market insights and views from the lending trenches. It recaps syndicated loan and private debt market events and thought leadership on trends and the latest deal activity.

PublishesMonthlyEpisodes37Founded3 years ago
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Artwork for LPC - Lending Lowdown Series

Latest Episodes

Chris Rust, Co-Head of European Private Credit at investment manager Ninety One join CJ Doherty, Director of Analysis at LSEG LPC, to discuss non-sponsored lending opportunities in the European middle market. "There certainly are a lot of misconcepti... more

Loan market veteran Tom Newberry, Chief Credit Officer & Executive Chairman of direct lending at Sound Point Capital Management sits down with CJ Doherty, Director of Analysis at LSEG LPC to discuss the US middle market direct lending landscape, prov... more

Michael Gross, co-founder and co-Chief Executive Officer of SLR Capital Partners, joins CJ Doherty to share his thoughts on private credit and BDCs, including whether the ‘golden age’ of private credit is coming to an end. “The benefits of private cr... more

LSEG LPC's Maria Dikeos talks with Barry Bobrow, Head of Credit Markets for Regions Business Capital and founder and chairman of Asset Based Capital, a leading conference on asset based lending, about similarities and differences of the asset based l... more

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Recent Guests

Connor Fitzgerald
Portfolio Manager
Wellington Management
Episode: Episode 32 | Current Dynamics in the Corporate Bond Market
David Ells
Partner and Portfolio Manager at Ares Management
Ares Management
Episode: Episode 31 | The intersection of private credit and insurance company capital
Ryan Moreno
Partner and Co-Head of Leverage Finance at DLA Piper
DLA Piper
Episode: Episode 31 | The intersection of private credit and insurance company capital
Arek Maczka
Partner at Ropes & Gray with extensive experience in private equity sponsor representation and leveraged financing.
Ropes & Gray
Episode: Episode 30 | Understanding Debt Portability in Loan Agreements
Frank Benhamou
Portfolio Manager in Risk Transfer at Cheyne Capital
Cheyne Capital
Episode: Episode 29 | Spotlight on Significant Risk Transfer (SRT) Transactions
Mustafa Adil
Head of Islamic Finance at LSEG
LSEG
Episode: Episode 28 | Islamic Financing Overview
Brian Himot
Head of Structured Capital at Strategic Value Partners
Strategic Value Partners
Episode: Episode 27 | Capital Solutions Lending Insights
Ben Radinsky
Partner at HighVista Strategies
HighVista Strategies
Episode: Episode 26 | The Role of ARR Lending in Today’s Market
John Kerschner
Head of US Securitized Products and Portfolio Manager at Janus Henderson Investors
Janus Henderson Investors
Episode: Episode 25 | Deep Dive into the CLO ETF and Broader Securitized Market

Host

CJ Doherty
Director of Analysis at LSEG LPC

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Episode 24 | Current state of the US Direct Lending Market
Q: What are your expectations around direct lending deal flow for the remainder of 2024?
There are many uncertainties, including inflation and geopolitical risks, affecting the pipeline as we head further into summer.
Episode 24 | Current state of the US Direct Lending Market
Q: How are you structuring deals in this higher rate environment?
The underwriting process remains consistent, focusing on sustainability of cash flows and margins.
Episode 24 | Current state of the US Direct Lending Market
Q: What are you seeing regarding private credit versus bank direct lending and partnerships?
There's a growing need for debt capital as GDP and business sizes increase, meaning banks and private credit need to work together.
Episode 24 | Current state of the US Direct Lending Market
Q: How would you describe the current dynamic of syndicated versus direct lending?
There's a healthy tension that benefits borrowers, reflecting a well-functioning market.
Episode 26 | The Role of ARR Lending in Today’s Market
Q: What’s your outlook for ARR lending going forward?
The outlook is optimistic with expected evolution due to growing competition and sophistication in the market, which may benefit lenders.

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Frequently Asked Questions About LPC - Lending Lowdown Series

What is LPC - Lending Lowdown Series about and what kind of topics does it cover?

Engaging discussions provide deep insights into the evolving landscape of the credit market, particularly focusing on the dynamics of syndicated loans and private debt. Episodes feature expert guests who share perspectives on critical topics such as risk transfer, private credit strategies, and market trends influenced by economic factors. Key themes include the interpretation of regulatory impacts, the underwriting process, and innovative financing solutions tailored for today's market demands. Overall, the content is well-suited for finance professionals looking to stay informed on developments that affect capital allocation and investment strategies in the lending sector.

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Which podcasts are similar to LPC - Lending Lowdown Series?

These podcasts share a similar audience with LPC - Lending Lowdown Series:

1. The Credit Edge by Bloomberg Intelligence
2. The View From Apollo
3. FICC Focus
4. Making Sense
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of LPC - Lending Lowdown Series are there?

LPC - Lending Lowdown Series launched 3 years ago and published 37 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on LPC - Lending Lowdown Series?

Recent guests on LPC - Lending Lowdown Series include:

1. Connor Fitzgerald
2. David Ells
3. Ryan Moreno
4. Arek Maczka
5. Frank Benhamou
6. Mustafa Adil
7. Brian Himot
8. Ben Radinsky

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