Recap with Brandon Roth

Ep. 2 - Life Companies (Jeremy Driscoll - Principal Asset Management)


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Jeremy Driscoll is a managing director for Principal Asset Management. He has been with the firm for 21 years and has closed over $10 billion in total loan volume.  

The conversation covers many topics including:

- Various loan programs available
- Loan sizing and pricing
- Pref equity sizing and pricing
- Underwriting standards
- How life company pricing works (e.g. CM rating and its impact on spread)
- Loan modifications
- Recent case study
- 2024 outlook
- 9-month internship program

...more
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Recap with Brandon RothBy Brandon Roth

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