Industry Insights: Exclusive Interviews

Julie Miecamp opens with a simple observation: cross-border restructuring used to be a niche. A small group who knew which tools worked, which were theoretical, and how to close before the asset stopped being worth fighting over. It's not a niche anymore. She introduces Omar Vaishnavi's conversation with Peter Newman, Partner and Head of European Corporate Restructuring...

Julie Miecamp opens the episode by framing the CLO market after a difficult 2025, noting that the pressure on CLO equity was less about credit losses and defaults and more about arbitrage compression, asset repricing, and liabilities that could not adjust as quickly. She then introduces guest interviewer Hugh Minch and his conversation with Ian Gilbertson of Invesco (00:02:09), which begins with the macro risks shaping leveraged cr...

Associate Editor Armie Lee sits down with Tyler Gately, Head of North America Private Credit at Barings, for a candid read on the state of direct lending in 2026. Recorded as Q1 was wrapping up, the conversation cuts through the noise. Tyler opens with a reality check on the private credit headlines (00:00:36), then walks through what is actually driving volume, why add...

Julie Miecamp, Deputy Global Head of Editorial at Octus, opens the episode (00:00) by framing the growing legal scrutiny around creditor cooperation agreements and why two recent antitrust lawsuits have put common restructuring tools under a brighter spotlight. As liability management transactions become more aggressive and creditor groups organize earlier in the process, Julie explains why the line between coordination and collusi...

Julie Miecamp, Deputy Global Head of Editorial at Octus, opens the episode (00:03) by explaining why asset-based lending has moved from a niche strategy to one of the most closely watched areas of private credit. As high-profile bankruptcies and fraud allegations have put ABL under a brighter spotlight, Julie frames why understanding the mechanics behind these deals matters more than ever. She then brings in Senior Private Credit R...

Julie Miecamp opens the episode (00:00) by introducing guest interviewer Katherine Schwartz, Primary Reporter at Octus, who shares why she wanted to sit down with Randy Schwimmer, Vice Chairman and Chief Investment Strategist at Churchill Asset Management LLC. The conversation then transitions into Katherine’s interview with Randy before Julie returns to close the episode.

Katherine and Randy explore the current state of the ...

Private credit has become one of the most important forces in global finance, and host Julie Miecamp opens the episode (00:00) by bringing in Guest Interviewer Paola Aurisicchio, Chief Correspondent for Large Cap Private Credit at Octus (00:45). Paola explains why she wanted this conversation and why Guest Joseph Glatt, Partner and Co-Chair of the Global Priva...

Host Julie Miecamp opens the episode and sets up this week’s focus on how sponsor finance has shifted after two years of uneven activity. With sponsors returning to market and financing options expanding, she brings in Octus Leveraged Finance Editor Michael Haley to frame the themes that emerged in his conversation with this week’s guest.

The interview begins at (02:42), when Michael sits down with Tom Amster, Global He...

Julie Miecamp sets the stage at (00:00:04), framing how CLO ETFs jumped from niche to mainstream and why that shift matters now. She brings in Octus reporter Diana Bravo at (00:01:04) to lay out the stakes and context for the interview. John Kerschner joins Diana at (00:03:12) and walks through the ETF origin story, why CLOs fit the wrapper, how active design and investor education drove scale, and what the adoption curve really lo...

At (00:00), host Julie Miecamp opens the episode and introduces reporter Dia Gill, who explains at (01:21) why she wanted to interview Ameneh Bordi, Senior Managing Associate at Sidley Austin. From there, the conversation turns at (05:41) to Ameneh’s unconventional career path, spanning Kirkland & Ellis, Amazon, and now Sidley, and at (12:43) she unpacks what she calls “odd duck” cases, the unusual matters tha...

In this episode of Industry Insights: Exclusive Interviews host Julie Miecamp introduces a sweeping conversation on the evolution of private credit with someone who helped shape the space from the ground up.

Octus reporter Katherine Schwartz sits down with Michael Gross CEO and co-founder of SLR Capital Partners to explore how the once niche asset class has transformed into a highly liquid increasingly commoditized segment of ...

In this episode of Industry Insights: Exclusive Interviews, host Julie Miecamp introduces a timely conversation on municipal credit as the market reaches the halfway point of 2025.

Reporter Hoa Nguyen sits down with John Miller, Chief Investment Officer and Head of the Municipal Credit Team at First Eagle investments, to explore how investors are responding to tax policy uncertainty, April’s rate volatility, and shifting fund...

Hosted by Julie Miecamp, this episode of Industry Insights: Exclusive Interviews features a timely and wide-ranging conversation between Hugh Minch and Steve Baker, Global Head of CLO Primary at J.P. Morgan. From April’s tariff shocks to shifting investor dynamics, they break down what’s really happening in the CLO market and what might come next.

You’ll hear why Japanese investors have remained steady, how ETFs a...

Welcome to the debut episode of Industry Insights: Exclusive Interviews on the Octus Podcast Network! In this episode, Maryna Irkliyenko, Deputy Managing Editor of Debt Origination and Private Credit at Octus, sits down with David Hirschmann, Head of Credit Strategy at Permira, to explore the evolving dynamics of the credit market in Europe and beyond.

From analyzing the impact of the reopened syndicated loan market to uncovering o...