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The LFI Levered Lines Podcast

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Activity Overview

Episode publication activity over the past year

Episodes

Beyond the Headlines: BSP's Rebranding and Take on AI & Europe

24 Mar 2026

Contributed by Lukas

In this episode of the LFI Levered Lines Podcast, the discussion explores how private credit managers are navigating structural change, platform con...

Deals Ahead: Positioning for M&A Recovery with Hayfin

10 Mar 2026

Contributed by Lukas

This week on Levered Lines, host Kerstin Kubanek and guest Mark Bickerstaffe examine the outlook for private credit in 2026, with a focus on M&A a...

Uncertainty in BSL Market with Carlyle Partner, Lauren Basmadjian

05 Mar 2026

Contributed by Lukas

This week on Levered Lines, host Steve Miller speaks with Carlyle Group partner Lauren Basmadjian about key themes shaping leveraged finance markets h...

Deal Making Dynamics & Valucations with Lincoln International

17 Feb 2026

Contributed by Lukas

This week on Levered Lines, host Krista Giovacco speaks with Brian Garfield and Lucas Weiss from Lincoln International's Portfolio Valuation and Op...

Navigating CLO Arbitrage and Tail Risk in 2026

10 Feb 2026

Contributed by Lukas

Join Dagmara Michalczuk at the European Private Credit Conference on Direct Lending 23 February 2026 | The Landmark Hotel | London, U.K. Dagmara will ...

Alpha in Action: Investing Ahead of the Curve with Trinity

03 Feb 2026

Contributed by Lukas

This week on Levered Lines, host Krista Giovacco speaks with Kyle Brown, CEO of Trinity Capital, about the outlook for private credit in 2026. They...

M&A Outlook and Valuations: Insights with Blackstone

27 Jan 2026

Contributed by Lukas

This week, host Kerstin Kubanek and Michael Carruthers of Blackstone delve into the outlook for private credit and M&A activity in 2026, exploring...

Inside Private Credit’s 2026 Shift with Briarcliffe

20 Jan 2026

Contributed by Lukas

This week, host Andrew Hedlund sits down with Jess Larsen of Briarcliffe Credit Partners  to break down the shifting dynamics in private credit as ...

M&A Revival & CLO Market Outlook with MidOcean

13 Jan 2026

Contributed by Lukas

Season 3, Episode 2 On this episode of LFI Levered Lines, host Steve Miller speaks with Joe Rotondo, Senior Portfolio Manager at Mid-Ocean Credit Pa...

Fighting Melanoma: Join LFFM on Jan 28

06 Jan 2026

Contributed by Lukas

Season 3, Episode 1  On this episode of LFI Levered Lines, host Luke Millar is joined by Peter Urquhart, melanoma survivor and Global Senior Manage...

Holidays to Headwinds: Private Credit Stress Signals

09 Dec 2025

Contributed by Lukas

Season 2, Episode 9 On this episode of LFI Levered Lines, host Kerstin Kubanek is joined by Nick Baldwin from Lincoln International to examine the ris...

Restructuring Plans – Reasons to be Cheerful

02 Dec 2025

Contributed by Lukas

Season 2, Episode 8  On this episode of LFI Levered Lines, host Matt Dickinson is joined by Tim Newey, Sarah Paterson, and Ryan Perkins for an expe...

From Lending to Leading: Lessons from Golub Capital's Philanthropy

25 Nov 2025

Contributed by Lukas

Season 2, Episode 7  On this episode of LFI Levered Lines, host Krista Giovacco, Senior Editor at LevFin Insights, speaks with Tim Kleiman, Manag...

Documentation to Distress: LMT Insights with Anchorage Capital's Kim

12 Nov 2025

Contributed by Lukas

Season 2, Episode 6   On this episode of LFI Levered Lines, host Steve Miller speaks with Soo Kim, Partner at Anchorage Capital Advisors leading the ...

Refinancing to Real M&A: Chris Bonner's Take on LevFin's New Era

28 Oct 2025

Contributed by Lukas

Season 2, Episode 5  On this episode of LFI Levered Lines, host Steve Miller speaks with Chris Bonner, Partner and Head of LevFin Americas at Goldman...

Portability to Pipeline: M&A and Loan Markets with Investcorp

14 Oct 2025

Contributed by Lukas

Season 2, Episode 4  On this episode of LFI Levered Lines, host Tom Davidson speaks with Investcorp Global Co-Head of Liquid Credit Corey Geis about ...

Training to Tenacity: Mentoring the Next Gen of Credit Talent with Nassau Global Credit

30 Sep 2025

Contributed by Lukas

Season 2, Episode 3 On this episode of LFI Levered Lines, host Steve Miller speaks with Nassau Global Credit CIO Jonathan Insull about developing the ...

The LME Era: Scale, Co-ops & Lender-On-Lender Risk with Aegon Asset Management

23 Sep 2025

Contributed by Lukas

Season 2, Episode 2 On this episode of LFI Levered Lines, host Tom Davidson sits down with Aegon AM’s Jim Schaeffer, Global Head of Leveraged Financ...

European Private Credit CLOs: Evolution or Revolution?

29 Aug 2025

Contributed by Lukas

Season 2, Episode 01 On this episode of LFI Levered Lines, host Kerstin Kubanek sits down with ARES Management’s Andrea Fernandez, Head of Product M...

Data, Deals & the Digital Shift in Leveraged Finance

05 Aug 2025

Contributed by Lukas

Season 1, Episode 19 This week on the LFI Levered Lines podcast, Steve Miller of CreditSights welcomes Bill Housey, Head of Fixed Income at First Trus...

Inside Barings' $50 Billion CLO Platform

30 Jul 2025

Contributed by Lukas

Season 1, Episode 18 This week on the LFI Levered Lines podcast, David Graubard, Senior Reporter for US CLOs at LFI, sits down with Adrienne Butler, H...

From Volatility to Opportunity: Goldman Sachs on the Future of Private Credit

22 Jul 2025

Contributed by Lukas

Join Kerstin Kubanek as she interviews James Reynolds, Global Co-Head of Private Credit at Goldman Sachs Asset Management, about the evolving direct l...

Navigating Growth and Volatility: Golub Capital’s European Private Credit Strategy

20 Jun 2025

Contributed by Lukas

Join Kerstin Kubanek as she interviews Tara Moore, Head of European Originations at Golub Capital, about the firm’s rapid European expansion and the...

Private Credit Themes for 2025 and Beyond: A Discussion with JP Morgan’s Jeff Bracchitta

27 May 2025

Contributed by Lukas

In this week's episode of LFI’s Levered Line, Steve Miller welcomes Jeff Bracchitta, JP Morgan’s head of Private Credit Origination. In a wide-ran...

Private Credit Unleashed: Arini and Lazard's Bold New Approach

13 May 2025

Contributed by Lukas

Join Kerstin Kubanek as she explores the dynamic world of leveraged finance with Matthew Cestar and Alex Matthews from Arini. Discover how their groun...

From Distress to Opportunity: Insights on Capital Convergence with Lazard's Tim Donahue

06 May 2025

Contributed by Lukas

In this week's episode of LFI’s Levered Line, Steve Miller welcomes Tim Donahue, Lazard's Vice Chairman of Investment Banking and the Global Head of...

Tariffs, Rates, and CLOs: A Conversation with Bain Capital

23 Apr 2025

Contributed by Lukas

In this week's episode, David Graubard speaks with Stephanie Walsh from Bain Capital to explore the current dynamics of the CLO markets. They discuss ...

The Nuts and Bolts of Non-Sponsored Lending

09 Apr 2025

Contributed by Lukas

In this episode of Levered Lines, LevFin Insights sits down with Aaron Kless, CEO and CIO of Andalusian Credit Partners, to hash out exactly how is no...

Beyond Finance: Philanthropy and Innovation with John Cokinos

18 Mar 2025

Contributed by Lukas

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 Marke...

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

04 Mar 2025

Contributed by Lukas

In this episode of the LevFin Insights Levered Lines podcast, Andrew Hedlund chats with Victoria Chant, Senior Managing Director and Global Head of Ca...

Future-Proofing CLO Markets: Trends and Innovations

11 Feb 2025

Contributed by Lukas

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 t...

Driving Global Awareness and Change: Melanoma Research and Leverage Finance

15 Jan 2025

Contributed by Lukas

In the latest episode of 'LFI's Levered Lines' Podcast, host Luke Millar, Global Editor-in-Chief at LevFin Insights, welcomes Stephanie Kauffman, Pre...

Unpacking Private Credit: Amendments and Market Influences with Nick Baldwin

17 Dec 2024

Contributed by Lukas

Kerstin Kubanek has a discussion with Nick Baldwin, Managing Director at Lincoln International, focusing on key topics in the private credit landscape...

Navigating Private Credit and Syndicated Loans with Peter Gleysteen

12 Dec 2024

Contributed by Lukas

In the latest episode of the LevFin Insights Levered Lines Podcast, Steve Miller welcomes Peter Gleysteen, Founder, CEO, and CIO of AGL ...

Building a Leverage Finance Powerhouse: Inside the Journey

23 Oct 2024

Contributed by Lukas

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...

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

25 Jul 2024

Contributed by Lukas

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 ...

Uncovering the Resilience of Private Credit Markets with Reji Vettasseri

03 Jul 2024

Contributed by Lukas

In the latest episode of the LFI Levered Lines podcast, host Kerstin Kubanek welcomes Reji Vettasseri, Lead Portfolio Manager for Private Market Inves...

Navigating the Credit Frontier: Leland Hart on Building Warwick's Credit Platform

21 May 2024

Contributed by Lukas

In the first episode of LevFin Insights' "Levered Lines" podcast, host Steve Miller speaks with Leland Hart of Warwick Capital about the intricacies a...