SCI In Conversation

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 Patil about what this year's campaign theme - 'embrace equity' - means to her.

This recorded discussion is not intended to be and does not constitute an offer of Waterfall Asset Management, LLC's ("Waterfall") investment advisory services or a solicitation of an offer to purchase interests in any investment products managed by Waterfall, and is being made available by Waterfall solely for informational purposes. This discussion and any information, commentary, views, and opinions expressed in it are not intended to provide and should not be relied upon as investment recommendations or accounting, legal, or tax advice. Before making an investment decision, listeners are advised to consult with their investment, financial, legal, and tax advisors. The information, statements, commentary, views, and opinions provided in this discussion are general in nature, and such information, statements, commentary, views, and opinions, expressed in this discussion to any listener are not intended to be and should not be construed as the provision of investment advice by Waterfall, to that listener or generally, and do not result in any listener being considered a client or customer of Waterfall. Any discussion of the past performance of any investment, sector, or market is not indicative of any future results.

The information, statements, commentary, views, and opinions expressed in this discussion are those of the individual speakers and not necessarily those of Waterfall. The information discussed is as of the date of recording and may not be current at the time the that listener hears the discussion. Waterfall does not undertake any obligation whatsoever to provide any form of update, amendment, change or correction to any of the information, statements, commentary, views or opinions presented in this discussion.

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.

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.

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 MidOcean senior portfolio manager Joseph Rotando, who discusses the outlook for the CLO market.

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.

In this episode, Mark Pelham and Corinne Smith discuss a new research report on standardised banks' capital relief trades and where European securitisation investors are looking to find relative value in the year ahead.

This month the SCI team discusses a new company on the block offering balance sheet optimisation solutions, standardised banks and their struggles to break into the risk transfer market as well as Santander's latest securitisation of Finnish auto loans.

This week the team discusses the operational steps and issues involved in preparing a capital relief trade, disclosure concerns around capital relief trades and a new securitisation from an impact investor, providing finance to small businesses in emerging markets.

This month, SCI's editorial team discuss innovative structural features in CLOs, issues involved in complying with the Securitisation Regulation and how one CLO firm is attempting to broaden its Japanese investor base by drawing in first time investors.

For this month's podcast the team share details from the upcoming quarterly magazine, including subprime auto ABS trends, the current student loan crisis in the US and takes a dive into the company accounts of Interserve and Carillion.