The Great Unwind
- Welcome to the Precession!
- QT and The Great Unwind
- The Great Unwind: Easy Money
Supply Chain Blues
- Supply Chains and Labor Examined
- Deal Flow and Bandwidth Issues
- PE and Supply Chains
- Supply Chain Lessons Learned
Reflation Nation & Inflation Nation
- Reflation Nation
- Inflation Worries: Real or Imagined?
- Inflation: A Transitory Thing
- Not Your Parents’ Inflation
- How Inflation Affects Asset Performance
The State of Private Credit in Europe
- Europe/US: Direct Lending Compared
- US vs Europe: Toggling for Loan Value
- European Direct Lending – By the Numbers
- What are terms in European Direct Lending?
- Fundraising for European Private Debt
- European Direct Lending: A Look Ahead
2020 – A Year of Surprises
- Correlation Nation: Private Credit…and Everything Else
- Distressed for Success
- Private Credit – Sector by Sector
- The M&A Big Bang
SPACs – A Primer
- SPACs: Colorful blank checks
- SPACs: Weighing the Benefits
- SPACs - The Final Word
Private Credit – Better than Ever
- Private Credit Trends Today
- Post-COVID Private Credit: Leverage & Pricing
- Private Credit: What Recession?
- Private Credit: Should investors be worried?
- Private Credit: Outlook for 2021
COVID-19 and M&A Activity
- The Post-COVID M&A Sale Process
- The Post-COVID M&A Financing Process
- COVID: Industry Winners and Losers
Post-pandemic: The New Healthcare
- The Post-COVID Doctor/Patient Relationship
- The New Healthcare: COVID and the Government
- PE and the New Healthcare
High Yield Bonds: A New Look
- High-Yield Bonds: Deal by Deal
- Bonds vs. Loans – The Takeaway
- Liquid and Illiquid Markets
- Volatile Times
The Great Stay-In: Covid-19's Impact on the Capital Markets
- Covid-19 and the Leveraged Loan Market
- Covid-19 and Private Equity Activity
- The Role of Direct Lenders
- The Economic Outlook
- The Best and the Worst Industries
- The Great Stay-In vs. the Great Recession
- Direct Lending….After COVID-19
Private Debt: Search for Transparency
- Alpha and Beta in Direct Lending
- The Drive for Transparency with Higher Yield
- Private Debt: Losses and Liquidity
- Selecting Direct Lending Managers
Why Valuations Matter
- Timing
- Shareholder Value
- Buy-and-Building
- Expert Opinion
- Lenders’ View
Covenantive Easing
- Doc Appointment
- Term Erosion
- Digging into the Doc
- Issuer-favorable Add-backs
Loans: Search and Recovery
- Loan Recoveries
- Cov-Lite Recoveries
- Risk vs. Return
- Unitranche Recoveries
Private Credit vs. Public Debt
- Introduction
- Yields Examined
- The Capital Stack
- Duration Risk
Leveraged Loans and Systemic Risk
- Leveraged Lending: Swimming with Sharks?
- CLOs: Not The Next CDOs
- By The Numbers
- The Bottom Line
Spot-lite on Cov-lite
- Introduction
- Let’s Make A Deal
- Competition Costs
- Blame it on the Vikings
How Big is the Middle Market?
- Introduction
- Middle market size by definition
- Middle market size by the numbers
- Conclusion
Spotlight on Healthcare
- Healthcare and the Capital Markets
- Insights from Private Equity
- The Practitioners
- The Lender View
- Evolution and Trends
- Risk Elements
Secrets to a Successful Job Search
- Job searching is not a casual process. You’re either all-in or all-out
- It’s not about people you know; it’s who they know
- When you tell your friends about your new job, will they say “What?” or “Wow!”
- Network today as if you’ll be jobless tomorrow
Why BDCs Matter
- What is a BDC?
- The BDC Structure
- BDCs and Leveraged Loans
- BDCs and the Investor
The Unitranche – What it is, and Why it Matters
- What is a Unitranche?
- Types of Unitranche Structures
- The Agreement Among Lenders (AAL)
- The Universe of Unitranche Players
- Key Unitranche Concerns for Lenders and Borrowers
A Review of European Direct Lending
- Banks vs. the Non-Banks
- Hurdles: Legal, Cultural, and Logistical
- Opportunities and Challenges
- A Path to Success
- Outlook for 2016…and Beyond
The Case for Covenants
- Cov-lite and Middle Market Loans
- Cov-lite and the Investor
- Defaults and Recoveries
- The Outlook
The Art of the Add-On
- Private Equity Strategies
- Checklist for Successful Add-Ons
- Beyond the Numbers
- Sealing the Deal
Why Sponsors Matter
- Enhancing Corporate Value
- Working with Family-owned Companies
- Non-Sponsored Lending Revealed
- Non-traditional Sponsors
Why CLO’s Matter
- What is a CLO?
- CLO’s role in the demand side
- The Value of Middle Market CLOs
- How next gen vehicles will deal with regulatory and cyclical headwinds?
2016 – A Look Ahead in the Middle Market
- Liquidity and Credit Appetite
- Middle Market Pricing and Leverage
- BDCs and Middle Market CLOs
- 2016 Predictions and Trends
Wells Fargo Middle Market CEO BDC Forum
The Case for Senior Secured First Lien Loans presented by Kevin Burke at the Wells Fargo Middle Market BDC CEO Forum
- Why Middle Market Loans?
- Attractive Market Size
- Capital Structure Seniority
The Desktop 2015 CLO Market Outlook
- Current Market Environment
- Spread Outlook
- CLO Primary Outlook
- Euro CLO Outlook
- Regulatory Outlook
- Loan Market Overview
- Risk Assessment