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Artwork for Industry Insights: Exclusive Interviews

Industry Insights: Exclusive Interviews

Octus
Private Credit
Asset-Based Lending
CLO Etfs
Sponsor Finance
Private Equity
Janus Henderson Investors
Broadly Syndicated Loan
Asset-Based Finance
Data Centers
Sound Point Capital
Creditors Coordination
Barings
Cross-Border Restructuring
Antitrust Law
CLO Equity
UK Part 26A
Chapter 11
JAAA
Macquarie Capital
Initial Public Offering

Go beyond the headlines with in-depth conversations featuring top industry leaders across the entire credit lifecycle. From CLOs and private credit to the broader financial landscape under the Octus umbrella, this series delivers expert perspectives, market-shaping insights, and exclusive analysis to keep you ahead of the curve.

PublishesMonthlyEpisodes15Founded2 years ago
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Artwork for Industry Insights: Exclusive Interviews

Latest Episodes

Julie Miecamp, Deputy Global Head of Editorial at Octus, opens the episode by framing why European restructuring is at an inflection point. Part 26A is being shaped in real time through hard cases, liability management is now firmly transatlantic, an... more

Julie Miecamp opens with a simple observation: cross-border restructuring used to be a niche. A small group who knew which tools worked, which were theoretical, and how to close before the asset stopped being worth fighting over. It's not a niche any... more

Julie Miecamp opens the episode by framing the CLO market after a difficult 2025, noting that the pressure on CLO equity was less about credit losses and defaults and more about arbitrage compression, asset repricing, and liabilities that could not a... more

Associate Editor Armie Lee sits down with Tyler Gately, Head of North America Private Credit at Barings, for a candid read on the state of direct lending in 2026. Recorded as Q1 was wrapping up, the conversation cuts through the noise. Tyler opens wi... more

Julie Miecamp, Deputy Global Head of Editorial at Octus, opens the episode (00:00) by framing the growing legal scrutiny around creditor cooperation agreements and why two recent antitrust lawsuits have put common restructuring tools under a brighter... more

Julie Miecamp, Deputy Global Head of Editorial at Octus, opens the episode (00:03) by explaining why asset-based lending has moved from a niche strategy to one of the most closely watched areas of private credit. As high-profile bankruptcies and frau... more

Julie Miecamp opens the episode (00:00) by introducing guest interviewer Katherine Schwartz, Primary Reporter at Octus, who shares why she wanted to sit down with Randy Schwimmer, Vice Chairman and Chief Investment Strategist at Churchill Asset Manag... more

Private credit has become one of the most important forces in global finance, and host Julie Miecamp opens the episode (00:00) by bringing in Guest Interviewer Paola Aurisicchio, Chief Correspondent for Large Cap Private Credit at Octus (00:45). Paol... more

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Recent Guests

Andrew Wilkinson
Restructuring partner at Weil, highly experienced in European distress investing and corporate restructurings
Weil, Gotshal & Manges LLP
Episode: EP 15: The Evolution of European Restructuring with Andrew Wilkinson
Peter Newman
Partner in corporate restructuring, Skadden; head of European Corporate Restructuring Practice
Skadden
Episode: EP 14: Why the UK Restructuring Plan Is Winning with Peter Newman
Ian Gilbertson
Co-Head of US CLOs and Portfolio Manager
Invesco
Episode: EP 13: What Really Happened to CLO Equity with Ian Gilbertson
Tyler Gately
Head of North America Private Credit at Barings
Barings
Episode: EP 12: Why the Private Credit Panic is Overblown with Tyler Gately
Doug Mintz
Co-Chair, Financial Restructuring Practice, Cadwalader
Cadwalader, Wickersham & Taft
Episode: EP 11: When Creditor Coordination Becomes a Cartel with Doug Mintz & Brian Wallach
Brian Wallach
Co-Chair, Antitrust Practice, Cadwalader
Cadwalader, Wickersham & Taft
Episode: EP 11: When Creditor Coordination Becomes a Cartel with Doug Mintz & Brian Wallach
Marc Sole
Deputy Chief Investment Officer and Portfolio Manager at Sound Point Capital, leads capital solutions
Sound Point Capital
Episode: EP 10: How Asset-Based Lending Really Works with Marc Sole
Randy Schwimmer
Vice Chairman and Chief Investment Strategist at Churchill Asset Management
Churchill Asset Management
Episode: EP 09: Private Credit Has a PR Problem with Randy Schwimmer
Joseph Glatt
Partner and Co-Chair of the Global Private Credit Group at Paul, Weiss, Rifkind, Wharton & Garrison LLP
Paul, Weiss, Rifkind, Wharton & Garrison LLP
Episode: EP 08: Inside the Rise of Private Credit with Joseph Glatt

Hosts

Julie Miecamp
Host of Industry Insights: Exclusive Interviews; guides interviews and introduces guests
Omar Vaishnavi
Host and commentator in several industry-focused discussions

Talking Points

Recent interactions between the hosts and their guests.

EP 06: The CLO Boom and What Comes Next with John Kerschner
Q: What is the potential future growth for JAAA and related products?
The host expresses optimism that JAAA could double in size over 18 months as investors seek higher yields and diversification, while remaining cognizant of volatility and the need for ongoing investor education to ensure appropriate use.
EP 06: The CLO Boom and What Comes Next with John Kerschner
Q: What happened during Liberation Day and how did it affect CLO ETFs?
During Liberation Day, CLO ETFs experienced notable but manageable outflows, particularly in in-kind redemptions; however, liquidity remained strong, and the flow mechanics via in-kind trades prevented fire sales, with assets quickly rebounding and NAV remaining transparent.
EP 06: The CLO Boom and What Comes Next with John Kerschner
Q: Can you explain why CLO ETFs can be suitable for retail investors?
CLO ETFs bring access to high‑quality, diversified floating‑rate loans with yield, liquidity, and risk characteristics that can complement a traditional fixed income sleeve, making them accessible to individual investors who previously needed large capital or institutions to participate.
EP 10: How Asset-Based Lending Really Works with Marc Sole
Q: Where did the alternative investment segment of ABL financing start and why is it in the limelight this year?
Sole explains that lending has migrated out of the traditional banking system into shadow banking structures like BDCs and CLOs, with banks retreating from riskier collateral-heavy lending and private credit taking up the slack; this trend has accelerated as private credit has matured and public headlines spotlight headline-grabbing bankruptcies.
EP 07: The State of Sponsor Finance with Tom Amster
Q: Where do continuation vehicles fit in the liquidity toolkit as we approach 2026?
Continuation vehicles are seen as a durable liquidity tool for holding top-performing assets longer, complementing IPOs, mergers, and credit-based exits, rather than a temporary workaround.

Audience Metrics

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Frequently Asked Questions About Industry Insights: Exclusive Interviews

What is Industry Insights: Exclusive Interviews about and what kind of topics does it cover?

Industry Insights: Exclusive Interviews features candid conversations with senior leaders in finance, restructuring, and related legal realms. Episodes repeatedly center on private credit, asset-based lending, and the evolving tools and regulations shaping cross-border restructurings, sponsor finance, and creditor coordination. Listeners get practical takeaways on market structure, liquidity, and risk management, often illustrated with real-world case studies and practitioner experiences from top law firms, asset managers, and banks. A notable through-line is the emphasis on how technology, regulation, and macro forces influence dealmaking, capital formation, and investment strategy across Europe, the US, and offshore markets. The show freq... more

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Which podcasts are similar to Industry Insights: Exclusive Interviews?

These podcasts share a similar audience with Industry Insights: Exclusive Interviews:

1. The Octus Download
2. The Credit Edge by Bloomberg Intelligence
3. FICC Focus
4. Odd Lots
5. Money Stuff: The Podcast

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Industry Insights: Exclusive Interviews launched 2 years ago and published 15 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 Industry Insights: Exclusive Interviews?

Recent guests on Industry Insights: Exclusive Interviews include:

1. Andrew Wilkinson
2. Peter Newman
3. Ian Gilbertson
4. Tyler Gately
5. Doug Mintz
6. Brian Wallach
7. Marc Sole
8. Randy Schwimmer

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