SCI In Conversation

Structured Credit Investor
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Mar 24, 2023 • 17min

Episode 6: John Pellew, principal at Arrow Global

In this episode of the SCI In Conversation podcast, Arrow Global principal John Pellew discusses the evolution of blockchain technology in the securitisation market. We highlight the milestone achievements in the space, as well as the challenges that still need to be overcome.
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Mar 1, 2023 • 36min

Episode 5: Keerthi Raghavan, partner at Waterfall Asset Management

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.
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Feb 16, 2023 • 16min

Episode 4: Jerry Ouderkirk, senior md and head of structured credit at Pretium Partners

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.
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Dec 13, 2022 • 21min

Episode 3: Iain Balkwill, partner at Reed Smith

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.
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Nov 10, 2022 • 18min

Episode 2: Candice Richards, md and ESG/compliance officer at MidOcean Partners

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.
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Sep 30, 2022 • 17min

Episode 1: Gordon Kerr, head of European research at KBRA

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.

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