This episode is presented by 9fin. The AI-native platform for modern credit teams.
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00:00 - The Credit Clubhouse: Welcome and Clark Briner Introduction
01:55 - Founding Revere Capital: Addressing Lower Middle Market Gaps
05:07 - The Evolving Definition of the Lower Middle Market
06:45 - Lessons from 20 Years: Structure Matters in Lending
08:14 - Revere Capital's Discipline: Avoiding Style Drift
09:54 - Navigating Liquidity, Duration, and LP Education Gaps
12:50 - Exploring Mispriced Opportunities in Specialty Finance
14:16 - Prioritizing Structural Alpha Over Cyclical Opportunities
15:17 - Understanding Direct Lending's Impact on Asset-Backed Finance
17:29 - LP Shift to Risk and Credit Market Convergence
19:47 - Leveraging Data and AI for Scaling Credit Platforms
22:54 - Investment Pitfalls: Avoiding Market Bailout Reliance
24:17 - Hobby, Superpower, and a Must-Read Negotiation Book
25:59 - The Significant Economic Impact of Non-Bank Lenders
27:25 - Clark Briner's Prediction for the Next 12 Months
28:17 - Thank You for Listening to The Credit Clubhouse
Clark Briner, Founder & Principal - https://www.linkedin.com/in/clarkbriner/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
https://linktr.ee/thecreditclubhousepodcast
