LFI Levered Lines Podcast | S3E12 Risk, Liquidity, and Innovation in Private Credit with Goodwin

(Please note, this podcast was recorded on Thursday, 26 March 2026)

Welcome to the LFI Levered Lines Podcast!
This episode explores how private credit is evolving amid market volatility, with a focus on insurance capital allocation, liquidity solutions, and structural innovation across funds. 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. The conversation offers practical insight into how investors and managers are adapting structures and risk management in a changing market, making it highly valuable for credit investors seeking clarity on where private credit is heading.

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

Connect with CreditSights
· Website: https://know.creditsights.com/
· LinkedIn: https://www.linkedin.com/company/creditsights

Видео LFI Levered Lines Podcast | S3E12 Risk, Liquidity, and Innovation in Private Credit with Goodwin канала CreditSights