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00:00 - Welcome to the Clubhouse: Private Credit's Current State
02:58 - Why Big Funds Still Rule Private Credit Fundraising
06:56 - KSL's Niche: Capitalizing on the K-Shaped Economy
15:08 - From Evergreen Funds to 401Ks: Expanding Private Market Access
21:35 - Why Investors are Shifting from Private Equity to Credit
26:43 - Howard Marks' Warning: Is AI Creating a New Bubble?
31:05 - Market Bifurcation: Consolidation and the Future of Credit
Nick Smith, Portfolio Manager, Claret Capital Partners
https://www.linkedin.com/in/nick-smith01/
Todd Anderson, Head of Content & Programming, DealCatalyst - https://www.linkedin.com/in/toddanderson19/
The Credit Clubhouse