Welcome to the LFI Levered Lines podcast!

This episode explores how opportunistic credit is reshaping private markets as higher rates, elevated entry valuations, and longer private equity hold periods drive demand for more flexible capital solutions. Krista Giovacco speaks with Ashwin Krishnan about how private credit has expanded beyond traditional direct lending, and how structured and hybrid capital strategies are being used to help companies return capital to LPs while preserving upside value.

They also discuss the implications of a “higher for longer” rate environment, the growing role of bespoke capital solutions, and how changing market dynamics are influencing supply, demand, and investment opportunities across the asset class. Tune in for clear, practical insights to help investors better navigate today’s evolving private credit landscape.

Welcome to the LFI Levered Lines podcast!

In this episode, Steve Miller speaks with Gretchen Lam about the outlook for leveraged finance markets and the evolution of Octagon Credit. They discuss trends in M&A activity, direct lending, broadly syndicated loans, and CLO issuance, as well as how market technicals, investor demand, and liability management transactions are shaping credit opportunities and risks. The conversation also explores the impact of AI on the software sector, credit selection, and investment decision-making, alongside Gretchen’s perspective on leading Octagon through its next phase of growth. This episode offers valuable insights for credit investors looking to better navigate market risks, identify opportunities, and understand the forces driving leveraged finance today.

Welcome to the LFI Levered Lines podcast!

In this episode, Steve Miller is joined by Chris Wood to discuss the evolving leveraged finance landscape, Huntington Bank’s growth strategy, and key trends shaping private equity and capital markets. They explore activity in the pro rata lending market, the challenges facing M&A, the changing role of direct lenders, and how banks are adapting to shifting market conditions. The conversation also examines how AI is transforming investment banking, improving productivity, and changing the skills needed for future finance professionals. Packed with practical market insights and forward-looking perspectives, this episode offers valuable takeaways for investors, lenders, and leveraged finance participants.