Securitization Insight

Andrew Lom, a partner in the New York office and Global Head of Norton Rose Fulbright’s Private Wealth and FinTech teams, joins Patrick Dolan to discuss innovative products and services relating to blockchain, smart contracts and other disruptive technologies and their use in securitization. The discussion covers tokenization, distributed ledger technology, token offerings, cryptocurrency, NFTs an...

Mansoor Ghori, Chief Executive Officer and Co-Founder of Petro Partners, joins Patrick Dolan to discuss Commercial Property Assessed Clean Energy (what C-PACE) financing: what it is, why property owners and /developers use it, where it is available and which asset types qualify. They also explore some of the financing parameters for C-PACE, what we can expect of from the C-PACE industry, looking f...

Eric Neglia, Senior Managing Director and Head of Consumer ABS at Kroll Bond Rating Agency, joins Patrick Dolan to discuss the market conditions that cultivated a record year for Solar ABS issuances, and what we can expect looking forward. They explore how inflation, higher energy costs, supply chain disruptions and rising interest rates are impacting the industry, the strong credit performance of...

On Tuesday, February 8, the Office of the Comptroller of the Currency (OCC) and the Federal Deposit Insurance Corporation (FDIC) received favorable court rulings in cases challenging their so-called “valid when made” rules. The plaintiffs in each case were the attorneys general of California, Illinois and New York. The plaintiffs claimed that each rulemaking (1) exceeded their authority, (2) were...

Patrick Belica, Managing Director of S L Capital Strategies, joins our host Patrick Dolan to discuss student loan securitization, including current and emerging trends in this space. They explore student loan securitization volume, structural nuances between the various student loan sub-asset classes (FFELP, private in-school loan and private refinancing loan), and the conversion of the “income sh...

In this episode, our host Patrick Dolan talks to David Meneret, Founder and Chief Investment Officer (CIO) of Mill Hill Capital about the aviation asset-backed securitization (ABS) market. The discussion covers recent market trends and factors to consider when evaluating an aircraft lease portfolio securitization or an enhanced equipment trust certificates (EETC) securitization. They also touch on...

In this episode, our host Patrick Dolan talks to Meredith Coffey, Executive Vice President of the Loan Syndications and Trading Association (LSTA), who runs the Research Department and co-heads the LSTA’s regulatory and CLO efforts. The discussion touches on why leveraged loans and Collateralized Loan Obligations (CLOs) are still being syndicated on LIBOR, whether Secured Overnight Financing Rate...

Greg Saunders, CFO of Ygrene Energy Fund, joins us to discuss PACE financing and what asset-backed securities (ABS) investors like about the asset class, how Ygrene differentiates itself from competitors, how he foresees the PACE market changing in the coming months and years, given the increased focus on clean energy from the White House, what is really going to create scale in the PACE asset cla...

Jonah Lansky, co-founder and deputy CIO of Varadero Capital, joins us to discuss investing in commercial real estate collateralized loan obligations (CRE CLOs) and commercial mortgage-backed securities (CMBS), as well as the considerations in deciding to lend to a specialty finance lender in the consumer or business marketplace lending space. Jonah will also share his thoughts on , some of the pot...

Brian Foley, Managing Director of Warehouse Finance for SVB, joins us to discuss how warehouse facilities fit into a typical fintech's capital stack, what types of fintech originators, life-stage wise, need warehouse funding, how a warehouse is different from a securitization, the most common regulatory hurdles consumer fintechs face and other non-credit risks to focus on as a lender.

Lain Gutierrez, CEO of CleanFund Commercial PACE Capital, Inc., joins us to discuss national commercial PACE trends. We discuss new developments in the world of commercial PACE, the implication for securitizations with these larger deals, and new trends in the ABS market for CPACE.

Adrian Katz, CEO, President and founder of Finacity Corporation, joins us to discuss his company, the impact of challenged and elongated supply chains due to COVID on trade finance, the impact of increasing inflation and potentially higher interest rates in the future on trade finance, trends and changes Finacity has encountered across different industries that are worth noting and how technology...

Peter Erwin, Associate Director of NYCEEC, joins us to discuss commercial PACE (C-PACE) and some of the barriers that may have delayed launching the program. We discuss incentives to use C-PACE, the similarities and differences in the eligibility requirements for projects in New York City versus other jurisdictions, and the most significant closing costs associated with PACE financings and how the...

Kristi Leo, President of the Structured Finance Association, joins us to discuss the securitization industry’s progress transitioning away from LIBOR, the status of draft LIBOR transition legislation, potential issues regarding CME licensing of SOFR term rate, CLO transactions and the mismatch between the underlying loans tied to LIBOR and asset-backed bonds and the transactions being issued at di...

Brock Wolf, managing director at Truist Securities in the Structured Products Group, joins us to discuss trends in the asset-backed securities (ABS) warehouse financing market, trends in the ABS capital market, which asset types are “hot” right now, growth opportunities for investors, new asset classes the company is currently working on and more.

In our first full-length episode, Lenny Giltman, Chief Credit Officer at Kroll Bond Rating Agency (KBRA), joins us to discuss his experience at KBRA. We go over the role of the ratings legal department at KBRA, the importance of legal review in credit analysis, Lenny’s background in legal and how it informs his new position as Chief Credit Officer, the asset classes KBRA is most active in, how KBR...

Securitization Insight features in-depth discussions on the latest industry developments. The podcast is hosted by partner Patrick Dolan who interviews key business leaders and policy makers to investigate important trends affecting the securitization space.