PODCAST · business
SCI In Conversation
by Structured Credit Investor
SCI discusses key issues in and around the world of securitisation with participants in the ABS/MBS, CLO and CRT markets.
Episodes
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Episode 44: Edmund Parker, Mayer Brown (part 1)
In this episode of SCI In Conversation, SRT editor Selvaggia Cataldi speaks to Edmund Parker, partner and global head of derivatives & structured products at Mayer Brown, about how the SRT market has evolved from a niche capital management tool into an established part of banks' strategies. They...
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Episode 43: Andre Hakkak, White Oak Global Advisors
In this episode of SCI in Conversation, US editor Simon Boughey chats to Andre Hakkak, ceo and co-founder of New York-based White Oak Global Advisors, a private credit firm catering to SMEs. Andre talks about the differences - if any - between ABF and ABS, the continuing allure of…
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Episode 42: William Perraudin, Risk Control
In this episode of SCI In Conversation, Kenny Wastell speaks to Risk Control managing director, William Perraudin, about the emergence of securitisations backed by multilateral development bank (MDB) loans. Perraudin discusses the launch of a recent consultation on the subject, which is being...
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Episode 41: Kate Galustian, BlackRock
In this episode of SCI In Conversation, SCI senior reporter Camilla Vitanza sits down with BlackRock's head of ABS, Kate Galustian, to discuss the firm's Global Securitized Fund. Galustian outlines the outlook for securitised markets, where the team is finding value across structured credit, and...
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Episode 40: Barend van Drooge, PGGM
In this episode of SCI In Conversation, SCI's SRT Editor Selvaggia Cataldi speaks with Barend van Drooge, head of credit risk sharing at PGGM, as the firm marks 20 years in the risk sharing market. They discuss the evolution of the SRT market, what has driven PGGM's success in an increasingly...
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Episode 39: Jair Martinez, Finacity
In this episode of SCI In Conversation, Jair Martinez, cco at Finacity, joins lead reporter Marina Torres to discuss the growth of digital platforms in ABF and trade receivables. Martinez discusses the rapid evolution of digital platforms in the ABF space, the real concerns surrounding...
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Episode 38: Derek Dubois, Deerpath Capital
In this episode of SCI In Conversation, Derek Dubois, md and treasurer of Deerpath Capital, joins SCI US editor Simon Boughey, to discuss low to middle market CLOs. Private credit manager Deerpath has US$9bn under management, and for almost two decades has funded senior, cash-flow based lending…
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Episode 37: Francesco Filia, Fasanara Capital
In this episode of SCI In Conversation, ABF Editor Jacob Chilvers speaks with Fasanara Capital founder and ceo Francesco Filia about the firm's machine learning underwriting model. He reflects on the decision to build it in-house and the benefits it can provide at a time when traditional models…
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Episode 36: Gregor Burkart, Enpal
In this episode of SCI in Conversation, ABF senior reporter Marina Torres speaks to Gregor Burkart, svp in asset financing at Enpal, about building Europe's first residential solar ABS programme in Germany. He explains why distributed home energy systems are becoming as much a national security...
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Episode 35: Alex Branton, Nodem Capital
In this episode of SCI in Conversation, ABF associate editor Jacob Chilvers speaks to Alex Branton, founder of Nodem Capital, about the firm's NAV lending strategy. He reflects on the transition of the strategy into a mainstream financing tool and explores where the origination opportunities are…
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Episode 34: Ralf Loewe, Aareal Bank
In this episode of SCI in Conversation, SRT reporter Dina Zelaya speaks to Ralf Loewe, managing director and head of treasury at Aareal Bank, about the bank's current SRT strategy. He reflects on Aareal Bank's first SRT deal last year and outlines the bank's forward-looking plans for its balance...
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Episode 33: Yerbol Orynbayev, independent consultant
In this episode of SCI in Conversation, US editor Simon Boughey speaks to Yerbol Orynbayev, an independent consultant for financial and tech firms and also former deputy Prime Minister of Kazakhstan. Recorded in December, Orynbayev talks about what he sees as the dangers of relaxing bank stress...
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Episode 32: Neal Wilson, EJF Capital
In this episode of SCI in Conversation, US editor Simon Boughey speaks to Neal Wilson, co-ceo, co-cio and joint founder of EJF Capital. EJF is an investment manager headquartered outside Washington DC, which in the last couple of years has made a name for itself as the best friend of smaller US...
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Episode 31: Jeremy Hermant, Alantra
In this episode of SCI in Conversation, US editor Simon Boughey speaks to Jeremy Hermant, senior advisor at Alantra, about the changing face of the SRT market. He talks about his experience at Allica, when he structured the bank's first ever SRT deal, and how that stood him in good stead for his...
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Episode 30: Pietro Bellone, A&O Shearman
In this episode of SCI In Conversation, Pietro Bellone, structured finance and securitisation partner at A&O Shearman, joins SCI's Nadezhda Bratanova to discuss current SRT trends such as the role of infrastructure and project finance assets in synthetic deals, and how these are expanding the…
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Episode 29: Jennifer Marques, Oaktree
In this episode of SCI In Conversation, Jennifer Marques, head of strategy and structuring for Oaktree's structured credit strategy, sits down with SCI's ABF editor Marta Canini to discuss why unrated, downside-protected ABF is particularly compelling in today's evolving credit markets. Marques...
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Episode 28: CJ Wei, Northleaf Capital
In this episode of SCI In Conversation, CJ Wei, md at Northleaf Capital Partners, sits down with SCI's ABF editor Marta Canini to discuss how the firm is approaching esoteric and uncorrelated asset classes, from music royalties and litigation finance to other under-the-radar opportunities. Wei…
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Episode 27: Christophe Fritsch, AXA IM Alts
In this episode of SCI In Conversation, Christophe Fritsch, global head of alternative credit at AXA IM Alts, speaks with associate editor Marta Canini about the firm's new diversified evergreen private credit strategy. Fritsch also discusses rising institutional and retail demand, the impact of...
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Episode 26: Scott Frame, Bank Policy Institute
In this episode of SCI In Conversation, Scott Frame, senior vice president and deputy head of research, at the Bank Policy Institute in Washington DC, talks to US editor Simon Boughey about how post-GFC regulation capped growth in the securitisation market and what types of beneficial changes…
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Episode 25: Darrell Purcell, S&P Global Ratings
In this episode of SCI In Conversation, ABS markets editor Selvaggia Cataldi speaks with Darrell Purcell, director of EMEA structured finance at S&P Global Ratings, about how securitisation is being used to fund digital infrastructure assets such as data centres and fibre networks. They explore…
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Episode 24: Ujjaval Desai, Sound Point Capital
In this episode of SCI In Conversation, Simon Boughey, US editor, talks to Ujjaval Desai, head of structured products investing at Sound Point Capital. Ujjaval invests in the equity and mezz tranches of the CLO market, and here he talks about where he sees value currently, and what yield targets…
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Episode 23: Stephen Usher, BC Partners
In this episode of the SCI In Conversation podcast, SCI associate editor Marta Canini speaks to Stephen Usher, md on the investment credit team at BC Partners, about the evolution of private credit. Usher discusses growing opportunities in specialty finance and asset-backed lending, and how these...
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Episode 22 (Part 2): Moty Citrin, Midroog, and Jason Smilovitz, independent consultant
In the second part of this episode of the SCI In Conversation podcast, SCI's Selvaggia Cataldi continues her discussion about Israel's securitisation market with Moty Citrin, head of financial institutions and structured finance at Moody's subsidiary Midroog, and independent senior securitisation...
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Episode 22: Moty Citrin, Midroog, and Jason Smilovitz, independent consultant
In this episode of the SCI In Conversation podcast, SCI's Selvaggia Cataldi speaks to Moty Citrin, Head of Financial Institutions and Structured Finance at Moody's subsidiary, Midroog, and independent senior securitisation consultant Jason Smilovitz about the evolution of Israel's securitisation...
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Episode 21: Gregor Burkart, Enpal
In this episode of the SCI In Conversation podcast, SCI's Selvaggia Cataldi speaks to Gregor Burkart, leader of the refinancing division at Enpal, about the company's recent milestone in Europe's renewable energy sector. Burkart shares insights into Enpal's first residential solar securitisation...
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Episode 20: Jeffrey Stevenson, VSS Capital
In this episode of the SCI In Conversation podcast, SCI US editor Simon Boughey speaks to Jeffrey Stevenson, managing partner of VSS Capital, about the continued growth of private lending. Stevenson discusses how the private lending market has evolved over the past decade, the role that remains…
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Episode 19: Volker Gulde, Moody's Ratings
In this episode of the SCI In Conversation podcast, SCI head of content Kenny Wastell speaks to Volker Gulde, senior vice president at Moody's Ratings, about the European market for private credit CLOs. Gulde discusses why the asset class is yet to take off in the continent, when we might expect...
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Episode 18: Mike Nowakowski, Conning
In this episode of the SCI In Conversation podcast, SCI US editor Simon Boughey speaks to Mike Nowakowski, md and head of structured products at Conning, about esoteric ABS and both the agency and non-agency MBS markets. Nowakowski discusses what attracts him to the esoteric space; the type of...
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Episode 17: Chris Hentemann, 400 Capital Management
In this episode of the SCI In Conversation podcast, SCI US editor Simon Boughey speaks to Chris Hentemann, managing partner and chief investment officer of 400 Capital Management, about where he sees value today. Hentemann discusses the types of assets and regions of issuance that are of most...
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Episode 16: John Beacham, Toorak Capital Partners
In this episode of the SCI In Conversation podcast, SCI US editor Simon Boughey speaks to John Beacham, founder and CEO of Toorak Capital Partners, about residential transition loans (RTL) and securitisations. Beacham discusses the significance of being the first firm to close a rated RTL...
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Episode 15: Ruhi Patil, Dentons
In this special International Women's Day episode of the SCI In Conversation podcast, SCI deputy editor Kenny Wastell speaks to Ruhi Patil, a counsel in Dentons' London office, about gender diversity and inclusion in the structured finance industry. Patil discusses her personal experiences of...
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Episode 14: Ian Wolkoff, Pretium Partners
In this episode of the SCI In Conversation podcast, SCI US editor Simon Boughey speaks to Ian Wolkoff, structured credit and CLO liabilities md at Pretium Partners, about the CLO market's outlook for 2024. Wolkoff discusses the types of loans that are likely to see default rates tick upwards;...
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Episode 13: Andrew South and Alastair Bigley, S&P Global Ratings
In this episode of the SCI In Conversation podcast, SCI's deputy editor Kenny Wastell speaks to S&P Global Ratings' head of EMEA structured finance research Andrew South and Alastair Bigley, md and sector lead for European RMBS, about the year ahead. The ratings agency recently published its...
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Episode 12: Matthew Bisanz, partner in the bank regulatory practice at Mayer Brown
In this special episode of the SCI In Conversation podcast, Matthew Bisanz, a partner in Mayer Brown's bank regulatory practice, outlines how the Federal Reserve's update on 28 September of the FAQs on Regulation Q is likely to impact the US capital relief trades market. The long-awaited guidance...
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Episode 11: Jeff Krohn, md, mortgage and structured credit segment leader, Guy Carpenter
In this episode of SCI in conversation, mortgage and structured credit segment leader Jeff Krohn talks to Simon Boughey about recent developments in the mortgage CRT market - both capital markets and reinsurance. He predicts what is likely to happen for the remainder of thos year, and also…
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Episode 10: Naomi Prasad, director at Pemberton Capital Advisors
In this episode of the SCI In Conversation podcast, Pemberton Capital Advisors director Naomi Prasad discusses whether we should we be talking about "ESG" or "sustainability" in the context of the securitisation market and which ESG strategies are proving effective in the CLO management space.…
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Episode 9: Terry Lanson, md at Seer Capital
In this latest edition of SCI In Conversation, Terry Lanson, a managing director at Seer Capital in New York, joins US editor Simon Boughey to discuss the various pressures on US banks in the wake of the collapse of several regional names. As capital becomes more constrained rather than less, the...
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Episode 8: Alon Lifshitz, co-founder and chief financial engineer at Vesttoo
In this episode of the SCI In Conversation podcast, Vesttoo co-founder and chief financial engineer Alon Lifshitz outlines how the insurance-linked securities landscape is evolving from catastrophe bonds to a wider range of structures, bringing insurance risk directly to the capital markets. He...
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Episode 7: Seth Painter, head of structured products at Antares Capital
In this episode of the SCI In Conversation podcast, Seth Painter, managing director and head of structured products at Antares Capital, discusses the role of the CLO market in funding the firm's direct lending business. In particular, he focuses on the burgeoning importance of middle market CLOs,...
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Episode 6: John Pellew, principal at Arrow Global
In this episode of the SCI In Conversation podcast, Arrow Global principal John Pellew discusses the evolution of blockchain technology in the securitisation market. We highlight the milestone achievements in the space, as well as the challenges that still need to be overcome.
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Episode 5: Keerthi Raghavan, partner at Waterfall Asset Management
In this episode of the SCI In Conversation podcast, Waterfall Asset Management partner Keerthi Raghavan discusses the headwinds and tailwinds currently facing the US ABS market. In a bonus feature marking International Women's Day on 8 March, we also chat to Linklaters managing associate Ruhi…
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Episode 4: Jerry Ouderkirk, senior md and head of structured credit at Pretium Partners
In this episode of the SCI In Conversation podcast, we chat to Pretium Partners senior md and structured credit head Jerry Ouderkirk about relative value opportunities in the CLO market.
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Episode 3: Iain Balkwill, partner at Reed Smith
In this episode of the SCI In Conversation podcast, we chat to Reed Smith partner Iain Balkwill about prospects for a CRE CLO market in Europe.
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Episode 2: Candice Richards, md and ESG/compliance officer at MidOcean Partners
In this episode of the SCI In Conversation podcast, we chat to MidOcean Partners md and ESG/compliance officer Candice Richards about the firm's Women's Awareness Initiative, a programme that is committed to bridging the gender diversity gap in the asset management industry. She is joined by...
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Episode 1: Gordon Kerr, head of European research at KBRA
In this inaugural episode of the SCI In Conversation podcast, we chat to KBRA European research head Gordon Kerr about a European securitisation investor survey the rating agency undertook in June and the implications of the findings today.
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Frequently Asked Questions
How many episodes does SCI In Conversation have?
SCI In Conversation currently has 45 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is SCI In Conversation about?
SCI discusses key issues in and around the world of securitisation with participants in the ABS/MBS, CLO and CRT markets.
How often does SCI In Conversation release new episodes?
SCI In Conversation has 45 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to SCI In Conversation?
You can listen to SCI In Conversation 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 SCI In Conversation?
SCI In Conversation is created and hosted by Structured Credit Investor.
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