ABF Journal's Thought Leadership Podcast

ABF Journal
  • 1.0 (1)
  • BUSINESS

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. 12/27/2025

    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.

    12 min

  2. 12/18/2025

    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.

    16 min

  3. 10/31/2025

    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.

    41 min

  4. 10/24/2025

    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.

    39 min

  5. 10/09/2025

    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-kind Subscribe for more insights from the people shaping specialty finance.

    18 min

  6. 08/22/2025

    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

    18 min

  7. 08/22/2025

    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

    49 min

  8. 05/01/2025

    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 today If you're navigating secured finance, credit markets, or institutional investing — this is one to queue up right away.

    34 min
See All (90)

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.

Information