Risk, Liquidity, and Innovation in Private Credit with Goodwin

LFI Levered Lines Podcast | Season 3, Episode 12

This week on Levered Lines, host Kerstin Kubanek speaks with John Anderson about why insurers are not retreating from private credit but shifting toward capital‑efficient access structures, the rise of private credit continuation vehicles as a mainstream liquidity and duration management tool, and the expanding role of NAV financing across fund and portfolio structures. They also discuss how AI is improving portfolio monitoring, underwriting discipline, and data transparency without fundamentally rewriting credit.

Watch on YouTube:

Speakers:

Kerstin Kubanek, Senior Reporter, LevFin Insights:
Kerstin covers the European private credit market. She worked for a variety of international news outlets such as Yahoo Finance and CNBC, amongst others, in the UK and Germany.

John Anderson, Partner, Goodwin:
John focuses on private credit fund formation and structuring, advising a broad range of sponsors across fundraising, liquidity solutions, cross-border regulatory and structuring issues.

Timestamps:

00:00 – Introduction
01:15 – Insurance capital in private credit
02:58 – Credit continuation vehicles
09:19 – NAV financing and leverage
13:43 – AI and data transparency
18:21 – Conclusion & Key Takeaways