The LFI Levered Lines Podcast

Beyond Finance: Philanthropy and Innovation with John Cokinos

In this episode of LFI's Levered Lines podcast, host Steve Miller sits down with John Cokinos, RBC's Global Head of Leverage Finance and Capital Markets. They dive into RBC's strategic growth plans and the changing world of leveraged finance. Offering valuable insights, they discuss the role of private credit and examine current market trends influencing the industry. Beyond finance, the conversation shines a light on John's inspiring philanthropic work with the Fiverr's Children's Foundation, supporting at-risk youth in New York. Don't miss this engaging episode filled with expert insights and compelling stories.

M&A, BDCs and Certainty: Blackstone’s Victoria Chant on M&A, BDCs Financing their Own Operations and Private Credit Benefits

In this episode of the LevFin Insights Levered Lines podcast, Andrew Hedlund chats with Victoria Chant, Senior Managing Director and Global Head of Capital Formation at Blackstone Credit and Insurance. Their discussion focuses on her role in capital formation and accessing debt capital markets. Key topics include trends in M&A activity, the effects of a strong economy and robust markets, and how BDCs think about their own debt financings. They also explore the interaction between syndicated and private credit markets, the impact of capital costs, and the growth of BDCs. Victoria highlights the advantages of private credit, using Blackstone’s $2 billion loan to Dropbox as an example, and discusses its competitive edge in speed and certainty for companies seeking capital.

Future-Proofing CLO Markets: Trends and Innovations

In this episode of the LFI Levered Lines. podcast, Steve Miller hosts Edwin Wilches, Co-Head of PGIM's Securitized Product Team, and they delve into the latest trends and innovations in the CLO market. From the rise of private credit CLOs to the influence of ETFs and potential future developments, Edwin offers a comprehensive analysis of how these factors are shaping the financial landscape. Tune in to understand the opportunities and challenges ahead for CLO investors.

Driving Global Awareness and Change: Melanoma Research and Leverage Finance

In the latest episode of 'LFI's Levered Lines' Podcast, host Luke Millar, Global Editor-in-Chief at LevFin Insights, welcomes Stephanie Kauffman, President and COO of the Melanoma Research Alliance, and Ian Devine, Head of Loan Trading in Europe at RBC. Following the huge success of New York events and ahead of the inaugural Leveraged Finance Fights Melanoma event in London, together, they delve into the founding and mission of the Melanoma Research Alliance, dedicated to increasing funding and advancing melanoma research globally.
Ian shares his personal journey with skin cancer, emphasizing the necessity of regular skin checks and awareness, highlighting the crucial role of early detection in effectively combating melanoma. Meanwhile, Stephanie highlights the upcoming Leverage Finance Fights Melanoma event in London, aimed at raising funds and awareness by uniting the finance community for a meaningful cause.

Unpacking Private Credit: Amendments and Market Influences with Nick Baldwin

Kerstin Kubanek has a discussion with Nick Baldwin, Managing Director at Lincoln International, focusing on key topics in the private credit landscape. They delve into the stability of amendments and their significant impact on pricing, noting that price increases have decreased since late 2023 due to competitive lending and proactive refinancing. The conversation also covers the influence of 2021 market conditions and the role of PIK (Payment in Kind) in pricing strategies. Despite rising interest rates, private companies continue to perform well, maintaining low default rates. Lenders and sponsors are employing strategies such as amendments, equity infusions, and maturity extensions to manage liquidity and ensure portfolio health.

Navigating Private Credit and Syndicated Loans with Peter Gleysteen

In the latest episode of the LevFin Insights Levered Lines Podcast, Steve Miller welcomes Peter Gleysteen, Founder, CEO, and CIO of AGL Credit Management. They discuss key topics such as the differences between syndicated and private credit loans, AGL’s exclusive collaboration with Barclays, and the future outlook for leveraged finance and M&A activity. Peter also shares insights into the current health of the leveraged loan market. Tune in for an engaging discussion on the evolving landscape of leveraged finance.

Building a Leverage Finance Powerhouse: Inside the Journey

In this episode of the LFI Levered Lines podcast, Steve Miller sits down with Jeff Cohen, the head of Leverage Finance and Private Credit at Santander. Discover the remarkable journey of building a full-fledged leverage finance investment bank and capital markets business in just 12 months. From navigating regulatory hurdles to integrating cutting-edge technology and attracting top talent, this episode offers a behind-the-scenes look at what it takes to succeed in today's competitive leveraged finance landscape. Tune in to hear insights on market trends, the interplay between BSL and private credit, and Jeff's vision for the future.

The evolution of the European LME market in 2024 With Joe Swanson

Tune in to the latest LFI Levered Lines episode as host Sandrine Bradley welcomes Joe Swanson, co-head of Houlihan Lokey’s EMEA Restructuring Group as well as Co-Head of Asia, for an in-depth analysis of the European LME market in the current distressed cycle. Gain insights into how LMEs have evolved into their current form based on current market drivers and when are they appropriate versus a full-on debt restructuring. And, is creditor fight back, via co-ops agreements really a new thing?