SCI In Conversation

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SCI discusses key issues in and around the world of securitisation with participants in the ABS/MBS, CLO and CRT markets.

  1. 5일 전

    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 to sponsor-backed firms valued between US$50m and US$250m, chiefly through the CLO market. Dubois discusses the changing and improving reputation of this area of the market, the difficulties of maintaining underwriting discipline with need for volume, and where stress points may emerge in the case of a prolonged economic downturn.

    21분

  2. 6월 10일

    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 are under increasing pressure.

    11분

  3. 5월 6일

    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 story as a green one, and outlines Enpal's journey from a private warehouse to public markets.   Produced by Jacob Chilvers

    10분

  4. 3월 31일

    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 in today's market. Produced by Kenny Wastell

    12분

  5. 3월 25일

    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 sheet de-risking toolkit. Ralf also offers an overview of the current CRE landscape, a key focus area for the Aareal Bank. Produced by Kenny Wastell

    8분

  6. 1월 22일

    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 tests by the Federal Reserve at a moment of increasing global financial uncertainty, and also the possible effect on increased lending to private credit funds. Produced by Kenny Wastell

    15분

  7. 2025. 12. 22.

    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 regional banks taking their first steps in the SRT market. Neal talks about this role, and also offers a few predictions about how the market may develop in 2026. Produced by Kenny Wastell

    17분

  8. 2025. 12. 09.

    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 role at Alantra. Jeremy also offers a rebuff to the some of the most recent attacks on the SRT market made in the UK financial press.   Produced by Kenny Wastell

    12분
모두 보기(39개)

소개

SCI discusses key issues in and around the world of securitisation with participants in the ABS/MBS, CLO and CRT markets.

정보

  • 제작진
    Structured Credit Investor
  • 방송 연도
    2018년 - 2026년
  • 에피소드
    39
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    SCI In Conversation

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