00:00 - Kicking Off the New Year with Michael Nowakowski of Conning
01:21 - Assessing the Current State of Structured Credit Markets Today
03:38 - Uncovering Potential Red Flags in Today's Structured Credit Market
05:44 - How Private Debt is Reshaping Structured Credit Deal Terms
08:43 - Michael Nowakowski Details Conning's Structured Credit Focus
10:15 - The Rise of New Issuers in Digital Infrastructure Securitization
11:52 - Exploring the Blending of Public and Private Capital in Deals
14:01 - Why Esoteric Asset Classes Offer Appealing Opportunities Today
17:25 - Navigating the Risks and Caution in Data Center Investments
22:54 - Discovering Value in Other Structured Credit Asset Classes
25:22How Clients React to Major Market News and Policy Changes
27:35 - Michael's Hobbies, Book Picks, and a Bold Market Prediction
31:24 - Don't Miss Out: Exclusive Conference Offer for Listeners
Michael Nowakowski, Head of Structured Products, Conning - https://www.linkedin.com/in/michael-nowakowski09/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
