ABF Journal's Thought Leadership Podcast podcast artwork

PODCAST · business

ABF Journal's Thought Leadership Podcast

ABF Journal has launched a podcast series featuring real-time conversations with industry leaders to discuss pressing topics and offer insight into the future.

  1. 97

    Pulse Podcast #18: Speed vs. Structure: The Case for High-Velocity Underwriting in Middle Market and SME Deals

    What's actually being evaluated when a lender can close a deal in days instead of weeks — and what's the trade-off in risk?In this episode of ABF Journal's Thought Leadership Podcast, Joe Camberato, founder and CEO of National Business Capital, breaks down how his firm has built its entire underwriting process around speed, without giving up discipline.We get into:• Why speed is the core value proposition — and when it isn't• What's actually being reviewed inside a days-long underwriting process• The risk theory behind fast lending, and how it differs from traditional ABL• Where human judgment still beats automation• The borrower profile this model is built for — and who gets declined• When speed is the wrong answer, and a slower deal is the safer one• What loss data and the current credit cycle reveal about high-velocity lending• The one structural blind spot Joe thinks the ABL industry still hasSubscribe to ABF Journal's Thought Leadership Podcast for more conversations with leaders across asset-based lending, private credit, and specialty finance.

  2. 96

    Pulse Podcast #17: 15% Premium: Navigating the Rising Cost of Inventory and Asset Valuations in 2026

    For the average importer in 2026, inventory is now 15% more expensive than it was just a year ago. But does a higher cost on the balance sheet translate to higher recovery values?In this episode, Rita Garwood sits down with Alex Sutton, Head of Research at Gordon Brothers, to move past the headlines and look at the data. They discuss how persistent tariff volatility is creating a "new normal" for domestic supply chains, the challenges of "out of formula" financing, and the specific red flags lenders should look for in borrower reporting.Key topics include:• The "Step-Up" Effect: Why inventory costs have spiked by 15%.• Valuation Realities: Why higher replacement costs don't always mean higher liquidation values.• Industry Spotlights: Why electronics and furniture are feeling the most pressure.• The "Hangover Effect": Tracking the aftermath of pre-tariff over-purchasing.

  3. 95

    Pulse Podcast #16: Lender on Lender: Inside the Legal Arms Race Reshaping Liability Management

    In this episode of the ABF Journal Podcast, editor in chief Rita Garwood sits down with two of the leading experts in liability management covenant analysis: Julian Bulaon, head of liability management for Americas Covenants at Octus, and Melissa Kelley, deputy head of the Americas Covenants team and a former LME litigator with nearly a decade of experience in New York and London. Together, they trace the arc of liability management exercises from the shock of Serta Simmons in 2020 — when a bare majority of first-lien lenders used an "open market purchase" loophole to leave the minority holding lien-subordinated, covenant-stripped paper — through the Fifth Circuit's landmark 2024 ruling, and into the current landscape where LME playbooks are evolving faster than the blockers designed to stop them. In this episode:• What Serta Simmons actually did in 2020 — and why it shocked a credit market that thought it had already closed the relevant loophole• How the "open market purchase" exception was used, why the Fifth Circuit rejected Serta's interpretation, and what the ongoing bankruptcy court remand could mean for the entire loan market• Why the Fifth Circuit's decision didn't end non-pro-rata LMEs — it just changed how they're structured, with privately negotiated purchase exceptions and Extend-and-Exchange structures filling the void• What's happening right now at Medical Solutions, SonicWall, and STARS/Lionsgate — and what makes each situation legally distinct• How the market is naming and tracking blockers — from the "Big 3" (Serta, J.Crew, Chewy) to newer additions like Envision, Xerox, and Pluralsight — and why negotiating power, not awareness, determines which protections actually make it into documents• Whether ABL and asset-backed lenders are exposed to LME tactics, and why the Hertz revolver example offers a model for smarter protection• Why Julian thinks 2025 and beyond may be the era of "stochastic lender violence" — punctuated by moments of extreme aggression as the 2028 maturity wall approaches Julian Bulaon is head of liability management for Americas Covenants at Octus, where he focuses on identifying the contractual loopholes that enable LME transactions. Melissa Kelley is deputy head of the Americas Covenants team at Octus and brings nearly a decade of front-line LME litigation experience from both New York and London.

  4. 94

    Pulse Podcast #15: The New Era of Bank — Independent Lender Partnerships

    In this episode of the ABF Journal Podcast, editor in chief Rita Garwood sits down with Brian Rosa, president of asset finance at Mitsubishi HC Capital America, to explore one of the most significant — and underreported — shifts reshaping the industry: the accelerating collaboration between banks and independent lenders.While headlines have focused on bank retrenchment, Brian argues that the real story is in the partnerships being quietly forged on both sides. Banks are streamlining balance sheets and seeking ways to remain sticky with customers. Independents are sitting on dry powder and hungry for origination volume. The result? A natural — and potentially permanent — alignment that's changing how small businesses and large enterprises alike access capital.Brian and Rita cover:• Why 15–20+ bank–independent partnerships have been announced in recent years — and why that number is likely to keep climbing• How creative deal structuring works in practice, from non-standard collateral to operating leases and co-investment arrangements• The move from pure lending to full lifecycle asset management — and what that means for banks' customers• AI, data centers, robotics, and automation: the two sectors Brian expects to drive the most bank–independent collaboration in the next 12–24 months• The biggest misconceptions traditional bankers still hold about partnering with independent lenders• Whether this partnership model is a temporary response to market volatility — or the beginning of a permanent new ecosystem for small business capitalBrian Rosa leads the asset finance business at Mitsubishi HC Capital America (MHCA), one of North America's largest independent equipment finance / Monitor companies. MHCA operates across both big-ticket and small-ticket/flow markets and has built deep expertise in sectors including transportation, construction, industrial, and technology.

  5. 93

    Pulse Podcast #14: Covenants, Collaboration, and Capital: A Deep Dive into Subordinate Debt

    As senior lenders tighten advance rates in the current credit cycle, businesses are facing new hurdles in the capital stack. In this episode, Rita Garwood, Editor in Chief of ABF Journal, sits down with Joe Camberato, Founder and CEO of National Business Capital, to discuss how high-velocity subordinate debt is saving deals.In this episode, we cover:• Where structural friction is occurring in today’s capital stack.• The difference between "Mezz Alternative" products and traditional mezzanine financing.• How to navigate intercreditor agreements without "legal ping-pong".• The rise of collaboration between private equity, senior lenders, and bridge providers.About Joe Camberato: Joe is the CEO of National Business Capital, which has funded over $3 billion in transactions since 2007. He is a frequent contributor to Forbes and CNBC, specializing in scaling businesses through fast, flexible funding.

  6. 92

    Pulse Podcast #13: The Eye of the Storm: Navigating the Surge in Middle-Market M&A Disputes

    As the M&A market heats up, so does the potential for litigation. In this episode of the ABF Journal Podcast, Editor-in-Chief Rita Garwood sits down with Frank Dery and Kevin Hagon from Berkeley Research Group (BRG) to dissect their latest report on M&A disputes.While deal volume is rising, the path to a smooth exit is becoming increasingly complex. We dive into why the middle market is currently the "eye of the storm" for conflict, the rising impact of Representation and Warranty (R&W) insurance, and how geopolitical tensions in 2026—from the Middle East to Latin America—are manifesting as legal battles in purchase agreements.In this episode, we discuss:• The Numbers Game: Why more deals naturally lead to less desirable companies entering the market and increasing dispute risks.• The Earnout Trap: Common drafting mistakes in post-COVID deal structures and the "magnification" of disputed items.• Geopolitical & Macro Pressures: How shifting interest rates, tariffs, and global conflicts are triggering MAC clauses and valuation uncertainty.• Expert Advice: The single most important step for PE firms and CEOs to protect themselves before closing a deal.Don't let ambiguity drain your deal value. Tune in to learn how to navigate the current "storm" of M&A conflict.

  7. 91

    Pulse Podcast #12: Beyond the Zombie Buildup: Why Integration is the New Value Creation Currency

    In this episode of the ABF Journal Podcast, Editor in Chief Rita Garwood sits down with Matt Pencek, National Private Equity Services practice leader at SolomonEdwards, to discuss the shifting landscape of middle-market M&A in 2026.Gone are the days when cheap debt and multiple expansion could paper over integration failures. Matt explains why every basis point of EBITDA margin now depends on a tightly interwoven operating model and a disciplined integration strategy.In this episode, we cover:• The "High Growth Wall": Why operational complexity scales exponentially while revenue scales linearly.• Defining the Zombie Buildup: How to identify platforms that look like one company on paper but operate as siloed entities.• The 100-Day Playbook: Quick wins in back-office consolidation, payroll, and technology architecture.• Lender Red Flags: How to distinguish between a temporary working capital lag and a failed integration.About our guest: Matt Pencek leads the National Private Equity Services practice at SolomonEdwards, focusing on serving PE portfolio companies at critical inflection points across their investment life cycle.

  8. 90

    Pulse Podcast #11: The Clean Slate: Mastering Article 9 Restructuring

    In this episode of the ABF Journal Podcast, host Rita Garwood sits down with Adam Duso (CEO of Second Wind Consultants) and Jason Dinoff (CEO of KCP Advisory and Principal at Cornerstone Business Credit) to discuss the mechanics of out-of-court restructuring under Article 9 of the UCC.As middle-market companies struggle with high interest rates and layered debt stacks, the traditional turnaround is often hindered by legacy liabilities and "predatory" Merchant Cash Advance (MCA) providers. Our guests explain why trying to grow a business before stabilizing its debt is like "hanging drapes in a burning building" and how an Article 9 sale can "divorce" a company from its debt to create a turnkey, performing entity.In this video, you’ll learn:• How Article 9 solves the "bottleneck" in bank-to-ABL transitions.• The legal mechanics of stripping away junior liens and MCA "receivable intercepts."• The difference between a "hope note" and a performing subordinated note.• The #1 red flag that tells a lender it’s time to stop the organic turnaround and start a transactional process.Read the full article by Adam Duso and Bob Dinozzi: "A Workout without the Mess: When is Article 9 restructuring the right path?" on ABFJournal.com.

  9. 89

    Pulse Podcast #10: Where Private Credit Goes Next: Discipline, Opportunity and Sector Depth

    Where is private credit headed in 2026? In this episode, ABF Journal Editor in Chief Rita Garwood sits down with Mitch Soiefer, partner and head of lender finance at SLR Capital Partners, to break down the biggest forces shaping the market right now.Mitch shares insight on:• The capital wave reshaping upper mid market cash flow lending• Why specialty finance verticals are gaining momentum• How SLR approaches monitoring, structure and discipline• What borrowers and sponsors need to understand as the cycle tightens• The themes that will matter most for lenders who want to outperformWhether you’re in private credit, specialty finance or adjacent markets, this conversation gives you a sharp, clear view of what’s happening and what’s next.Listen now and subscribe for more conversations with leaders across the commercial finance industry.

  10. 88

    Pulse Podcast #9: The Private Credit Shift: CLO Growth, Market Discipline, & What 2026 Could Bring

    Private credit is evolving fast. In this episode, Antares Senior Managing Director Seth Painter joins ABF Journal Editor in Chief Rita Garwood to break down the forces shaping the market. They cover credit performance, bank retrenchment, LP appetite, the rise of private credit CLOs, how investor expectations are changing, why transparency matters, and what could drive a major surge in 2026.If you work in private credit, structured credit, leveraged finance, middle market lending, or CLO investing, this conversation gives you a clear look at where the market stands and where it may be headed.Make sure to subscribe for more conversations with industry leaders.

  11. 87

    Pulse Podcast #8: From Fear to Forward: How Leaders Can Navigate Change with Confidence

    In this episode of the ABF Journal Podcast, Editor in Chief Rita Garwood is joined by Marcie Bomberg-Montoya, Partner at Wipfli, to explore how leaders can thrive in an era of relentless change.• Why traditional five-year strategic plans no longer cut it• How to build in agility with rolling planning and quarterly refreshes• The power of storytelling, transparency, and vulnerability in building trust• How leaders can start taking control — even when everything feels out of control• Practical advice for responsibly adopting AI in your organizationWhether your organization is navigating market disruption, tech shifts, or internal change, you’ll leave with tangible steps you can take now.

  12. 86

    Pulse Podcast #7: Private Credit: Unlocking the Next Frontier in Institutional Portfolios

    The private credit boom isn’t just about direct lending — there’s a whole other side flying under the radar. In this episode, ABF Journal’s Editor-in-Chief Rita Garwood sits down with Ed Wood and Ross McAdam of L&G Asset Management to unpack the rise of investment grade private credit.They discuss:• The post-crisis evolution that opened new doors for non-bank lenders• Why insurance companies are fueling demand• What the “complexity premium” really means• How the market is financing everything from renewables to data centers• Why covenants matter more than everDon’t miss this in-depth look at where institutional capital is headed next.

  13. 85

    Pulse Podcast #6: Hilco’s Next Chapter: How the ORIX Deal Supercharges Capital, Scale & Strategy

    Hilco Global’s Capital Solutions Division is on the move — and Ian Fredericks is here to tell you why. In this episode, ABF Journal Editor-in-Chief Rita Garwood sits down with Ian Fredericks, CEO of Hilco Global Capital Solutions Americas, to unpack what ORIX's acquisition means for the company’s strategy, capital structure, and future growth.Learn how Hilco is reshaping its organizational model, expanding private credit capabilities, and targeting new markets — all while doubling down on the firm’s long-standing strengths in distressed and asset-based lending.• Capital structure transformation• New lending capabilities• Global expansion plans• Why Hilco’s advisory + capital model is one-of-a-kindSubscribe for more insights from the people shaping specialty finance.

  14. 84

    Pulse Podcast #2: Asset Values in Flux: What ABL Lenders Need to Know Post-Tariffs

    ABL lenders are facing new valuation risk as tariffs disrupt global trade and asset pricing. In this ABF Journal podcast episode, Editor in Chief Rita Garwood sits down with Andy Blumenstock, Managing Director at Hilco Valuation Services, to break down how capital-intensive transportation assets — from aircraft to railcars to vessels — are being repriced, restructured and rethought. He also discusses how ABL and secured lenders can reduce risk and capitalize on dislocations.Key insights:·   How $5B in new aircraft costs affects structured finance and leasebacks·   The implications of compressed spreads and trade disruption for underwriting·  How to diversify exposure to mitigate geopolitical shocks

  15. 83

    Pulse Podcast #1: Betting on America: Why Private Credit Must Shift Toward Non-Sponsored Lending

    In this episode of the ABF Journal Podcast, Damien Dwin, Founder & CEO of Lafayette Square, sits down with ABF Journal Editor in Chief, Rita E. Garwood, and makes a powerful case for reshaping private credit. He explains why non-sponsored, middle-market companies in working-class communities represent the biggest untapped opportunity in domestic investing today. Dwin shares how Lafayette Square is outperforming by focusing on overlooked geographies, underserved businesses and human capital. Tune in for a compelling look at how smart lending can deliver both strong returns and social impact.Read Damien’s companion article, Private Credit and the Right Side of History: The Case for Non-Sponsored Lending, on abfjournal.com

  16. 82

    Podcast 85: The Capital Shift: How Alternative Lenders are Reshaping the Finance Landscape

    The latest episode of the ABF Journal podcast is live — and this one’s essential listening.Andre Hakkak, CEO and founder of White Oak Global Advisors, joins ABF Journal Publisher Lisa Rafter to discuss why now is the moment for asset-based clarity. From the shifting dynamics in private credit to the evolution of asset-backed securities, Andre pulls back the curtain on the real drivers behind today’s $5 trillion asset-backed landscape.In this episode, we cover:What’s driving the surge in demand for asset-based productsWhy non-bank lenders are stepping upWhat institutional investors need to know about risk and return todayIf you're navigating secured finance, credit markets, or institutional investing — this is one to queue up right away.

  17. 81

    ABF Journal Podcast 84: The Sales Process in Asset-Based Lending

    Discover how to master the sales process in asset-based lending with the ABF Journal Podcast. This week, Mike Colloton, Vice President - Asset Based Lending at First Business Bank, shares actionable strategies for: Building strong referral relationships Tailoring financial solutions for unique client needs Thriving in competitive sales environments Whether you're an industry veteran or curious about ABL, this episode is packed with transformative insights you can apply today.

  18. 80

    ABF Journal Podcast 83: Rosenthal & Rosenthal’s Strategic Acquisition

    ABF Journal sits down with Paul Schuldiner and Mike Wells from Rosenthal & Rosenthal who share the details behind their acquisition of Accord Equipment Finance and what it means for the future of their company—and the equipment finance industry.

  19. 79

    ABF Journal Podcast 82: Balancing Automation with the Complexities of Credit Management

    Today’s podcast tackles an important and timely topic: automation in credit infrastructure. Stuart Wall, Co-Founder and CEO of Setpoint examines the key benefits of automation, such as efficiency, accuracy and cost reduction, while also diving into the critical question of how to balance automation with human oversight. This podcast will help you understand how automation is reshaping risk management, the challenges companies face in adopting new technologies and how data quality can make or break automated systems. Whether you're a credit professional or a business leader grappling with whether or not to automate, this episode will provide practical advice and real-world examples to help you navigate this complex and exciting shift.

  20. 78

    ABF Journal Podcast 81: The Current & Evolving State of Consumer Debt & Paper

    Private asset managers have been replacing traditional banks in many types of lending. At the same time, consumer lending has risen to all-time highs. What are the implications of these trends for asset-based lenders and how can ABL leaders adjust their risk management strategies accordingly to adapt to these trends? Jay Stone, CEO of Hilco Receivables explores these questions and more in today’s podcast.

  21. 77

    ABF Journal Podcast 80: Alternative Investment Giant Ares Makes Play in Equipment Finance

    Earlier this year, Ares Management, one of the largest players in the asset and investment management space, announced its foray into the equipment finance space, as funds managed by its alternative credit strategy launched Ansley Park Capital, a new entity designed to deliver financing solutions in the large-ticket sector. In a joint podcast from Monitor and ABF Journal, we we sat down with Joel Holsinger, partner and co-head of Ares Alternative Credit, and Eric Miller, Ansley’s Park Capital’s president and CEO, to learn more about the opportunities Ares sees in the sector and how the firm plans to approach the market.

  22. 76

    ABF Journal Podcast 79: Making a Difference with Sustainable Development

    We all want the world to be a better place. Beyond volunteering our time or donating to worthy causes, what else can the commercial finance industry do to further that goal? This podcast, a joint collaboration between Monitor and ABF Journal, provides a look into a commercial finance company that has created wins for its borrowers, the community it serves and its own bottom line. Sponsored by Mitsubishi HC Capital America Learn more: https://landingca.mhccna.com/about-us_commercial_financing/?utm_source=abf_journal&utm_medium=premium&utm_term=podcast_banner&utm_content=970x250&utm_campaign=8459_impressions_annuelle_2023_en

  23. 75

    ABF Journal Podcast 78: Real Estate Capital Raising, M&A and Recapitalizations

    How have rising interest rates affected capital raising? Has M&A activity picked up this year? What does the market look like for recapitalizations? Deborah Smith, co-founder and CEO of The CenterCap Group, a boutique real estate investment bank, joined the show to answer these questions and more from both a real estate and general market perspective.

  24. 74

    ABFJ Podcast 77: How Technology Is (and Isn't) Remaking Asset-Based Finance

    In today's asset-based finance world, technology is often cited as a difference maker for financing providers, but technology can encompass a vast range of things. What specific technology solutions are actually out there and what can they actually do to help ABF providers (and, perhaps more importantly, what can't they do right now)? Jeremy Tsui, the CEO of Finley, joined the show for this episode to discuss just that, diving into some of the operational complexity of ABF transactions while providing a reality check on the technological landscape in financial services, including a discussion about artificial intelligence.

  25. 73

    ABFJ Podcast 76: The Fallout of Banking Failures

    The banking world endured multiple shockwaves this year with the collapse of Silicon Valley Bank, Signature Bank and First Republic Bank. To sort through the debris, Ric DiMonte, president of law firm Robbins DiMonte, joined the show to discuss the unique circumstances of these bank runs, how bank and non-bank ABL firms have and should adjust, and why he is still confident in the regional banking system.

  26. 72

    ABFJ Podcast 75: Keys to Providing Financing to Non-Investment Grade Companies

    All borrowers have a story, but they need to find the right financing partners to ensure their journeys continue successfully. In this episode, Ashley Whyman, president of equipment finance company NFS Leasing, and Eric Renaud, the firm’s chief credit officer, discuss the keys to providing financing to non-investment grade borrowers, why equipment finance companies and asset-based lenders are a perfect fit as partners and much more. Most Innovative Companies Nomination Page: https://www.abfjournal.com/abfjournal-most-innovative-companies-nominations

  27. 71

    ABFJ Podcast 74: Decoding New Commercial Finance Regulations

    With commercial finance disclosure laws in California having gone into effect late last year and others following in New York in other states in the near future, Bob Cohen, a partner at Morritt Hock Hamroff LLP, joined the show to explain the intricacies of these new regulations, how they could impact future legislation in other states and what it all means for lenders from across the sector.

  28. 70

    ABFJ Podcast 73: 2023 Commercial Banking Outlook

    With 2022 in the books, for the first episode of the new year, Joe Abruzzo, head of commercial banking at Santander Bank, joined the show to review the year in commercial banking and prepare for 2023. Abruzzo spoke about the many economic fluctuations of 2022, how severe a recession in 2023 may be and a lot more.

  29. 69

    ABFJ Podcast 72: REV Capital Wants to Reinvent Factoring

    In the 72nd episode of the ABF Journal Podcast, Trishaala Ninan and Loren Shifrin of REV Capital joined the show to discuss the transformative year for the company, which rebranded in June and is out to reinvent factoring. During the conversation, Ninan and Shifrin discussed REV Capital’s approach to the market, the strategy behind it’s rebrand, their expectations for next year and a lot more. Visit https://revinc.com/ to learn more.

  30. 68

    ABFJ Podcast 71: The Effects of Inflation on Credit Finance

    In this week’s episode, Matt Little, a partner in global specialty finance and business development at Castlelake, discusses the many effects of rising inflation on consumer and commercial credit finance as well as other secular and cyclical trends in specialty finance, such as bank retrenchment and its impact on leveraged lending and a lot more.

  31. 67

    ABFJ Podcast 70: A ‘Bright’ View of Direct Lending

    In this week’s episode, Sengal Selassie, managing partner and CEO of Brightwood Capital Advisors joined the show to discuss Brightwood’s activity in the direct lending private investment space as well as what is means to earn an SBIC license, how Brightwood is handling recent labor challenges, the outlook for the franchising and transportation sectors and more.

  32. 66

    ABFJ Podcast 69: SMBs Facing a ‘Cash Crunch’

    In this week’s episode, Sarah Lindstrom, president and head of business banking at Citizens, discussed the findings of a survey from Citizens that explored the cash crunch many small and medium-sized businesses have endured during the last year. Lindstrom spoke about businesses raising prices due to unexpected cost increases, how strong cash reserves are important to help navigate economic fluctuations and how lenders can help these borrowers.   https://www.citizensbank.com/learning/2022-business-strategies.aspx

  33. 65

    ABFJ Podcast 68: Micro-Segmentation in Financial Services

    In this week’s episode, Peter Brady, national financial services leader at RSM, joined the show to talk about the emerging trend of micro-focused segmentation in the financial services industry. Brady discussed what is driving this trend, how it is changing the financial services sector, what financial institutions (especially commercial and specialty lenders) should be doing in response and a lot more.

  34. 64

    ABFJ Podcast 67 (Part Two): The Constitutionality of the Bankruptcy Judgeship Act of 2017

    This week’s episode is the second part of a conversation with Steven Smith of Herrick, Feinstein about the Supreme Court case of Siegel v. Fitzgerald, addressed whether a 2017 increase in the fees owed by Chapter 11 debtors to the Office of the U.S. Trustee created by the Bankruptcy Judgeship Act of 2017 was constitutional. In this episode, Smith delved into the outcome of the case, how it will affect bankruptcy law and what it will mean for creditors and debtors.

  35. 63

    ABFJ Podcast 66 (Part One): The Constitutionality of the Bankruptcy Judgeship Act of 2017

    This week’s episode is the first part of a conversation with Steven Smith of Herrick, Feinstein LLP about the Supreme Court case of Siegel v. Fitzgerald, which will address whether a 2017 increase in the fees owed by Chapter 11 debtors to the Office of the U.S. Trustee created by the Bankruptcy Judgeship Act of 2017 is constitutional. In this episode, Smith provided a detailed look at the background of the issue at hand and the arguments on both sides. That will set up next week’s episode, where we’ll delve into which side Smith thinks is in the right, how the Supreme Court’s decision could affect bankruptcy law and what it will mean for creditors and debtors.

  36. 62

    ABFJ Podcast 65: Talking Real Estate Debt and Credit Funds

    In this week’s episode, we looked at a unique perspective to the asset-based lending and private credit marketplace in a conversation with Sloan Sutta from Crayhill Capital Management. During the episode, Sutta discussed Crayhill’s niche definition of ABL and approach to the market, the increasingly larger role of credit funds in the sector and what to expect from the private credit market during the rest of 2022.

  37. 61

    ABFJ Podcast 64: Valuations in the Face of Supply Chain Disruption

    In this episode of the ABF Journal Podcast, we revisited the topic of supply chain disruption, but this time, we looked at it from the perspective of valuations. Joining us for the episode was Bill Soncini, national marketing manager for B. Riley Advisory Services, who is an expert in appraisal, valuations and client relations, among other things. In the interview, Soncini looked at how supply chain disruptions are impacting valuations, specifically inventory valuations, and what asset-based lenders can do to support borrowers.

  38. 60

    ABFJ Podcast 63: The Supply Chain Impact of the Conflict in Ukraine

    In this week’s episode, we continue to look at the supply chain, particularly in the wake of the crisis in Ukraine. Jeff Pielusko and Peter J. Keogh of Carl Marks Advisors provided insight on this topic, explaining how the war is creating surging commodity prices and scarcity of materials, particularly food and earth minerals, and what companies need to do to fortify their supply chain networks in the face of such upheaval. We also looked at what lenders can do for borrowers in this environment and why some capital finance and asset-based lenders may be at particular risk.

  39. 59

    ABFJ Podcast 62: Capital Markets Perspective: Where We’ve Been & Where We’re Headed

    In the 62nd episode of the ABF Journal Podcast, John Whalen, head of the capital advisory practice at Matrix Capital Markets Group, provided insights about the past, present and future of capital raising. Whalen looked at trends from the first quarter, expectations for the rest of 2022, how the capital structure has changed in the last decade (particularly during the COVID-19 pandemic) and how asset-based lenders should navigate the market.

  40. 58

    ABFJ Podcast 61: Seizing ABL Opportunities in the UK

    In the 61st episode of the ABF Journal Podcast, Jon Hughes, Senior ABL Director at Independent Growth Finance, gives us an overview of the history and current state of the asset-based lending industry in the United Kingdom and how IGF uses a specialist approach to capitalize on opportunities in the market. In addition, Hughes shared how other lenders can benefit from working with IGF if they are interested in doing business in the region.

  41. 57

    ABFJ Podcast 60: Who’s Ready for the LIBOR Transition?

    The transition from the London Interbank Offered Rate, otherwise known as LIBOR, has been in the works for quite a while, but we’re reaching crunch time for lenders to move on to the Secured Overnight Financing Rate (or some other such alternative rate). In this episode, Daniel Ford of Thompson Coburn Hahn & Hessen clears up some of the misconceptions about the transition, outlines which lenders are well prepared for it and lays out a game plan for those who are not.

  42. 56

    ABFJ Podcast 59: Inside the Robbins DiMonte Merger

    In the first episode of season three and the 59th episode overall of the ABF Journal Podcast, Andy Sachs and Ric DiMonte joined the program to discuss the recent merger of Chicago law firms Robbins, Salomon & Patt and DiMonte & Lizak to form Robbins DiMonte. Sachs, who is the CEO of the new firm, and DiMonte, who is the firm’s president, discussed the entire merger process from start to finish and what the combined company expects to achieve in the years to come.

  43. 55

    ABFJ Podcast 58: Private Equity Review and Outlook

    In the 58th episode of the ABF Journal Podcast, David Magdol, president and chief investment officer of Main Street Capital, looked back at the year in private equity and provided an outlook for the sector in 2022. During the interview, Magdol touched on recent supply chain disruption, the rising popularity of special purpose acquisition companies and why private equity firms are increasingly interested in unitranche financing facilities.

  44. 54

    ABFJ Podcast 57: Taking a Private Equity Approach to Private Debt

    In the 57th episode of the ABF Journal Podcast, Jake Sussman, a vice president at Arena Investors, stopped by to discuss the benefits of infusing private equity sensibilities into the structuring of private debt transactions. Sussman also delved into the world of corporate asset-based lending and the keys to successful joint ventures and co-investments before providing an outlook for the private debt marketplace in early 2022.

  45. 53

    ABFJ Podcast 56: Preparing for Increased Regulation in Supply Chain Finance

    The supply chain has been a consistent source of conversation across industries during the COVID-19 pandemic, with hurdles impacting every point of contact. As this trend has persisted, supply chain finance has become an increasingly scrutinized industry and with more scrutiny comes the potential for more regulation.

  46. 52

    ABFJ Podcast 55: Direct Lending in the Aviation Sector

    In the 55th episode of the ABF Journal Podcast, Greg Byrnes, CFO of White Oak Aviation, joined the show to detail the opportunities and risks associated with direct lending to the aviation sector. With many years of experience in aircraft leasing, Byrnes brings a unique perspective to this emerging market and discusses how the aviation industry is recovering from the drastic downturn created by the COVID-19 pandemic as well as why direct lending is perfect for this space.

  47. 51

    ABFJ Podcast 54: The Changing Landscape for Inventory Lending

    In the 54th episode of the ABF Journal Podcast, Lee Haskin, CEO of Crossroads Financial, provided insight into the inventory lending vertical, specifically discussing how the industry has changed over the last 15 years in the wake of drastic shifts in consumer behavior, as well as a look at Crossroads’ approach to this market and its strategies for growth in the near and long-term future.

  48. 50

    ABFJ Podcast 53: Lessons in Company Culture

    In the 53rd episode of the ABF Journal Podcast, Scott Winicour, CEO of Gibraltar Business Capital, shares his perspective on building and maintaining a strong internal identity through a dedicated focus on company culture. Winicour dives into leadership lessons about culture before and during the COVID-19 pandemic, the importance of using the interview process to find employees who are the right cultural fit and ways ABL leaders can improve along their own culture journeys.

  49. 49

    ABFJ Podcast 52: Preferred Equity and Direct Real Estate Lending

    In the 52nd episode of the ABF Journal Podcast. Jordan Suppan, managing director of Leste Credit, stopped by to discuss direct real estate lending, specifically outlining why preferred equity and smaller transactions are becoming more popular in the space, what current rates of return in the market are looking like in 2021 and a lot more.

  50. 48

    ABFJ Podcast 51: The Rising Popularity (and Stability) of the Private Markets

    In the 51st episode of the ABF Journal Podcast, Ted Koenig, President & CEO of Monroe Capital, makes his second appearance on the show as he discusses how the private markets have provided more stability than the public markets during the COVID-19 pandemic as well as other trends and factors influencing activity in alternative asset classes.

Type above to search every episode's transcript for a word or phrase. Matches are scoped to this podcast.

Searching…

We're indexing this podcast's transcripts for the first time — this can take a minute or two. We'll show results as soon as they're ready.

No matches for "" in this podcast's transcripts.

Showing of matches

No topics indexed yet for this podcast.

Loading reviews...

ABOUT THIS SHOW

ABF Journal has launched a podcast series featuring real-time conversations with industry leaders to discuss pressing topics and offer insight into the future.

HOSTED BY

ABF Journal

CATEGORIES

Frequently Asked Questions

How many episodes does ABF Journal's Thought Leadership Podcast have?

ABF Journal's Thought Leadership Podcast currently has 50 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is ABF Journal's Thought Leadership Podcast about?

ABF Journal has launched a podcast series featuring real-time conversations with industry leaders to discuss pressing topics and offer insight into the future.

How often does ABF Journal's Thought Leadership Podcast release new episodes?

ABF Journal's Thought Leadership Podcast has 50 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to ABF Journal's Thought Leadership Podcast?

You can listen to ABF Journal's Thought Leadership Podcast on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts ABF Journal's Thought Leadership Podcast?

ABF Journal's Thought Leadership Podcast is created and hosted by ABF Journal.
URL copied to clipboard!