LPC - Lending Lowdown Series
Episodes
Episode 38 | The Role of NAV Loans and How They Fit in GPs Financial Tool Kit
02 Mar 2026
Contributed by Lukas
LSEG LPC’s CJ Doherty sits down with Aryeh Landsberg, Managing Director, Investments at 17Capital and Ryan Moreno, Partner and Co-Head of Private Cr...
Episode 37 | 2025 Takeaways and Forward Look to 2026 US Direct Lending Market
05 Jan 2026
Contributed by Lukas
Garrett Stephen, Senior Managing Director, Co-Head of Origination at Napier Park Global Capital talks to CJ Doherty, Director of Analysis at LSEG LPC,...
Episode 36 | Non-Sponsored Lending Opportunities in the European Mid-Market
13 Oct 2025
Contributed by Lukas
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-spon...
Episode 35 | Middle Market Direct Lending State of Play
04 Sep 2025
Contributed by Lukas
Loan market veteran Tom Newberry, Chief Credit Officer & Executive Chairman of direct lending at Sound Point Capital Management sits down with CJ ...
Episode 34 | Is the ‘golden age’ of private credit coming to an end?
14 Aug 2025
Contributed by Lukas
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, i...
Episode 33 | Asset based lending: Evolving taxonomy for direct lender vs bank arranged loans
22 Jul 2025
Contributed by Lukas
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, ...
Episode 32 | Current Dynamics in the Corporate Bond Market
07 May 2025
Contributed by Lukas
Connor Fitzgerald, Portfolio Manager at Wellington Management, joins LSEG LPC’s CJ Doherty to discuss current conditions in the corporate bond marke...
Episode 31 | The intersection of private credit and insurance company capital
23 Apr 2025
Contributed by Lukas
CJ Doherty sits down with David Ells, Partner and Portfolio Manager at Ares Management and Ryan Moreno, Partner and Co-head of Leveraged Finance at ...
Episode 30 | Understanding Debt Portability in Loan Agreements
26 Mar 2025
Contributed by Lukas
Arek Maczka from Ropes & Gray joins host Chris Piccirillo to provide insight on debt portability provisions. Arek explains the concept of portabil...
Episode 29 | Spotlight on Significant Risk Transfer (SRT) Transactions
27 Feb 2025
Contributed by Lukas
Frank Benhamou from Cheyne Capital joins host CJ Doherty to shed light on the Significant Risk Transfer (SRT) Market. "What we're seeing is an expansi...
Episode 28 | Islamic Financing Overview
17 Dec 2024
Contributed by Lukas
Mustafa Adil, Head of Islamic Finance at LSEG, joins CJ Doherty to discuss the basic tenets of Islamic Financing and looks ahead to 2025. “The marke...
Episode 27 | Capital Solutions Lending Insights
07 Nov 2024
Contributed by Lukas
Host CJ Doherty speaks with Brian Himot, Head of Structured Capital at Strategic Value Partners, about capital solutions lending in both the US and Eu...
Episode 26 | The Role of ARR Lending in Today’s Market
03 Oct 2024
Contributed by Lukas
Host CJ Doherty sits down with Ben Radinsky, Partner at HighVista Strategies to discuss annual recurring revenue (ARR) loans and how they allow lender...
Episode 25 | Deep Dive into the CLO ETF and Broader Securitized Market
05 Sep 2024
Contributed by Lukas
John Kerschner, Head of U.S. Securitized Products & Portfolio Manager at Janus Henderson Investors joins CJ Doherty to discuss the growing CLO ETF...
Episode 24 | Current state of the US Direct Lending Market
01 Aug 2024
Contributed by Lukas
Alex Gorokhovskiy, Head of Direct Lending and Venture Debt at Deutsche Bank, joins host CJ Doherty to discuss current conditions in the US direct lend...
Episode 23 | Opportunities in Digital Assets Financing
28 May 2024
Contributed by Lukas
The huge growth in AI applications and data consumption is driving the need for financing of digital assets. Host CJ Doherty sits down with IFR Senior...
Episode 22 | European Capital Solutions Lending in 2024
04 Apr 2024
Contributed by Lukas
Host CJ Doherty sits down with David Brooks and Alice Cavalier, Partners & Co-Heads of Capital Solutions at Arcmont Asset Management, to discuss c...
Episode 21 | The CLO Market in 2024
29 Feb 2024
Contributed by Lukas
Host CJ Doherty sits down with John Wright, Global Head of Credit at Bain Capital Credit, to discuss current conditions in the US CLO market and what’...
Episode 20 | 2023 Direct Lending Review, 2024 Preview
02 Feb 2024
Contributed by Lukas
David Puchowski, Director of Analysis at LSEG LPC joins CJ Doherty to discuss the key trends that shaped the direct lending market in 2023 and preview...
Episode 19 | Structured Credit Outlook
03 Jan 2024
Contributed by Lukas
Noelle Sisco, Managing Director and Portfolio Strategist at Napier Park joins CJ Doherty to discuss the outlook for the structured credit market as we...
Episode 18 | Opportunities in the Lower Middle Market
23 Nov 2023
Contributed by Lukas
Host CJ Doherty and Dan Lee, partner at Comvest Credit Partners, discuss the current lending landscape in the US lower middle market. “The lower mid...
Episode 17 | The State of the European Leveraged Finance Market
28 Sep 2023
Contributed by Lukas
Host CJ Doherty sits down with Ben Thompson, Head of EMEA Leveraged Finance Capital Markets at JP Morgan for a discussion on the European leveraged...
Episode 16 | Private Credit and the Retail Investor Base
10 Aug 2023
Contributed by Lukas
Host CJ Doherty sits down with Laura Holson, Managing Director and COO of Credit at New Mountain Capital for a discussion on the evolving interest in ...
Episode 15 | CLO Outlook
20 Jul 2023
Contributed by Lukas
US CLO market activity slowed in 2Q23, with issuance falling 37% to US$21.3bn as the challenging arbitrage impacted dealflow, ultimately constraining ...
Episode 14 | The Loan Market and the End of Libor
13 Jun 2023
Contributed by Lukas
As the June 30 Libor cessation deadline approaches, host CJ Doherty sat down with Tess Virmani, Deputy General Counsel, Co-Head – Public Policy at t...
Episode 13 | Is Commercial Real Estate The Next Shoe to Drop?
15 May 2023
Contributed by Lukas
High interest rates and falling property prices are causing turmoil in the commercial real estate market. The remote work situation is adding to fears...
Episode 12 | Direct Lending Deep Dive
19 Apr 2023
Contributed by Lukas
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 condition...
Episode 11 | M&A Outlook
20 Mar 2023
Contributed by Lukas
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? ...
Episode 10 | SVB and Signature Bank Collapse
16 Mar 2023
Contributed by Lukas
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 wh...
Episode 9 | Navigating the Direct Lending Market
15 Feb 2023
Contributed by Lukas
US direct lending activity was robust and resilient in 2022, despite an uncertain economic environment. What’s in store for 2023? Host CJ Doherty an...
Episode 8 | Leveraged Lending 2023
25 Jan 2023
Contributed by Lukas
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 ...
Episode 7 | Risk vs. Reward
16 Dec 2022
Contributed by Lukas
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 ap...
Episode 6 | Blackstone Credit Spotlight
14 Nov 2022
Contributed by Lukas
Blackstone Credit’s Carlos Whitaker shares his outlook for the private credit market. How are portfolio companies positioned amid the rising rate e...
Episode 5 | State of the European Lending Space
24 Oct 2022
Contributed by Lukas
A look at the European leveraged and investment grade loan markets. Is leveraged lending shut down in Europe? What opportunities have arisen for t...
Episode 4 | Sustainable finance in 2022
21 Sep 2022
Contributed by Lukas
Looking at the relevance of sustainable finance amid broader market uncertainty.
Episode 3 | Private Credit 101
22 Aug 2022
Contributed by Lukas
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?
Episode 2 | Summer of Volatility
06 Jul 2022
Contributed by Lukas
Taking a look at current market dynamics in the leveraged lending space amidst volatility, inflation, and how loans are performing versus other asset ...
Episode 1 | Private Debt Bonanza
15 Jun 2022
Contributed by Lukas
Join CJ Doherty, Director of Market Analysis at Refinitiv LPC and Ioana Barza, Head of Market Analysis at Refinitiv LPC for a discussion of current tr...
Lending Lowdown Podcast - Series trailer
12 May 2022
Contributed by Lukas
The Lending Lowdown provides credit market insights and views from the lending trenches. It recaps syndicated loan and private debt market events and ...