Crossover Trade Ideas
Date: December 11, 2025 Presenters: Eric Axon, Co-Head of High Yield, Head of Healthcare at…
Hsiao-Wen ChiuDecember 16, 2025
Media & Telecom: Ins and Outs of the Media M&A Bonanza
Date: December 11, 2025 Presenters: Davis Hebert, Co-Head of High Yield, Head of Telecom/Media at…
Hsiao-Wen ChiuDecember 16, 2025
Convergence or Collision? Private Credit Meets the IG/XO Market
Date: December 11, 2025 Presenters: Winnie Cisar, Global Head of Strategy at CreditSights Andrew Hedlund, Managing…
Hsiao-Wen ChiuDecember 16, 2025
U.S. Consumer: SNAP, Crackle or Pop?
Date: December 11, 2025 Presenters: James Goldstein, Head of Retail at CreditSights Jim Dunn, Head…
Hsiao-Wen ChiuDecember 16, 2025
Private Credit Where Credit Is Due: Exposures and Linkages Across U.S. Financials
Date: December 11, 2025 Presenters: Zachary Griffiths, Head of IG & Macro Strategy, CreditSights –…
Hicran AksitDecember 16, 2025
From Grid to GPU: Risks & Rewards of the AI Investment Race
Date: December 11, 2025 Presenters: Andy DeVries, Head of Investment Grade, Head of Utilities, CreditSights…
Hicran AksitDecember 16, 2025
2026 Global Strategy Outlook: Low Visibility Operation
Date: December 11, 2025 Presenters: Winnie Cisar, Global Head of Strategy, CreditSights Zachary Griffiths, Head…
Hsiao-Wen ChiuDecember 16, 2025
When Creditors Attack: 2026 Special Situations Outlook
Listen on Audio: 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 Watch on YouTube: 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 9, Episode 22 This week on "Know…
Hicran AksitDecember 11, 2025
Holidays to Headwinds: Private Credit Stress Signals
Listen on Audio: 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 Watch on YouTube: 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 2, Episode 9 On this episode of…
Hicran AksitDecember 9, 2025
Utilities: The Great Data Center Overbuild
Listen on Audio: 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 Watch on YouTube: 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 9, Episode 21 This week on "Know…
Hicran AksitDecember 4, 2025