In The Know
Barry Bobrow partners with the Secured Finance Network to produce a series of video and audio podcasts focused on important trends and developments in secured lending. The In the Know podcasts will be a series of conversations with compelling thought leaders on important topics impacting the finance and secured lending markets. These brief and engaging discussions will give you information and perspectives critical to being more successful in your businesses by keeping you In The Know. Statements and opinions of individual speakers are their own and do not necessarily reflect the opinions of their employer(s) or Secured Finance Network (SFNet). Information provided should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice, and references to websites or companies should not be construed as endorsements or recommendations. You should consult an appropriate professional concerning your specific situation and irs.gov for current tax rules.
Episodes
Private Credit, a product that has been around for decades, has gone through a period of rapid growth and maturation over the past 5 years, and now rivals the broadly syndicated markets in size and scope. Investors of all types from around the world are growing their allocations to private credit. Increasingly large asset managers are seeking to capitalize on this opportunity through a combination of organic growth, strategic partn...
Get ready for this year’s US Open Tennis Championships by watching the third installment of the US Open Tennis Extravaganza – featuring co-hosts Valerie Mason and Barry Bobrow. This special edition of the In the Know podcast features tennis insights from two of the biggest tennis fans there are. It begins with words of wisdom from Tennis legend and fellow podcaster Rennae Stubbs – and moves on to Valerie and Barry’s thoughts into ...
The next release in our SFNet presents “In the Know” podcast series is now available. Host Barry Bobrow is joined by his longtime friend Ted Koenig, Chairman, CEO and Founder of Monroe Capital LLC a premier asset management firm specializing in private credit markets. Monroe focuses on senior secured loans to leveraged companies, typically with less than $50MM in EBITDA and is one of the largest managers of its kind, with approxim...
In this episode, Barry has a great discussion with his Regions Bank colleague, Alan McKnight, on the state of financial markets. Alan is Executive Vice President and Chief Investment Officer for Regions Asset Management, and is responsible for overall investment strategy, portfolio and risk management, portfolio construction, and oversight for approximately $70BN in assets under management and $150BN in assets under advisement at R...
In this episode Barry talks with Ian Fredericks, President of Hilco Consumer Retail, about the current conditions in the retail industry, as well as experience gained from recent liquidations. Ian is a member of SFNet’s Executive Committee and has extensive experience working with valuation and liquidation of inventory. Ian joined Hilco in 2011 after a successful career as a stressed and distressed Mergers and Acquisitions and Corp...
In this episode of SFNet presents In the Know, host Barry Bobrow interviews Lee Shaiman, Executive Director of the Loan Syndications and Trading Association. LSTA is the primary trade association for the leveraged loan market and oversees a wide range of market-related activities, including advocacy and education. The discussion covers the role and primary activities of LSTA and Lee’s perspectives on the health of the market, as we...
Dan North, Senior Economist for Allianz Trade North America, joins host Barry Bobrow for this informative discussion on a wide range of topics. He shares his views on Fed Policy and the potential for a recession, as well as offering commentary on the health of the American consumer and thoughts on the economic impact of current U.S. political gridlock.
In this episode, host Barry Bobrow is joined by his friends Maria Dikeos and CJ Doherty of Refinitiv for a timely and detailed discussion of leveraged debt markets for the first half of 2023. As Maria and CJ point out, deal flow has been negatively impacted by the slowing economy and higher interest rates. Broadly syndicated volume is down significantly in 2023 vs 2022. However, the market is still active and is showing recent sign...
Back by popular demand, podcast host Barry Bobrow and his fellow tennis wonk, Valerie Mason, return for the second edition of their U.S. Open Tennis Championship Extravaganza Podcast. The tournament starts August 28, 2023, and they have a special guest on this episode - but you’ll have to listen to find out who it is. The discussion pulls no punches and is complete with tips for getting the most out of your trip to Flushing Meadows...
In this episode, Jennifer Palmer engages in a detailed discussion with Quinn Emanuel partner Katie Lemire, who previously oversaw enforcement and consumer protection at the New York State Department of Financial Services (NYDFS). Katie breaks down for listeners the role of the NYDFS and provides a rare firsthand account into its regulation of cryptocurrency. Katie then summarizes the recent NYDFS enforcement action against Robinh...
For this episode, host Barry Bobrow is in discussion with Trevor Williams on the sidelines of the SFNet 78th Annual Convention, November 2022 in Austin, Texas. Trevor is the former chief economist of Lloyds and currently has his own consultancy advising corporations and financial institutions on global economic issues. They cover the world in this conversation discussion, from China to Europe to the United States. Trevor’s unique p...
In this episode, Barry Bobrow engages in a detailed market talk with Maria Dikeos and CJ Doherty of Refinitiv. Armed with Q3 market data they discuss the dramatic falloff in volume in the broadly syndicated markets for loans and bonds. They also examine the equally dramatic rise in the direct lending market that has somewhat filled the gap. Then they look at the asset-based market, which was on record pace through Q3 after setting ...
Every day we are reminded of the impact of inflation and rising interest rates on two industries that are heavily represented in most asset-based loan portfolios, housing and building products. To better understand current trends in these industries, host Barry Bobrow talks with Gary Michel, former Chairman and CEO of JELD-WEN Holding, Inc., a leading manufacturer of windows and doors. In addition to his work at JELD-WEN, Gary has ...
In this special episode, Barry Bobrow talks with the CEO of the Secured Finance Network and long-time colleague, Rich Gumbrecht. This Inside Look at SFNet tells a tale of dedication through the turbulent times of recent years. With initiatives in advocacy, mentorship and career development, information resources, and a wide array of both in-person and virtual events, SFNet continues to lead through adversity. Rich talks about all t...
Barry Bobrow and Steve Tanzi, President Hilco Advisory Solutions at Hilco Global, discuss how companies can address all of the issues in their supply chains that have resulted from the pandemic and its aftermath. Steve has over 25 years of industry and consulting experience supporting companies with their transformational efforts by leveraging his knowledge of supply chain and operations. He offers great ideas for both ...
Joining Barry for this discussion is Kathy Dick, Founder and CEO of Salt of the Earth Consulting. SOTE is a consultant on risk management and regulatory issues for financial institutions that leverages Kathy’s many years in senior roles with as a regulator and as a consultant. Kathy and Barry discuss the most recent banking Stress Tests, which highlight the strength of the U.S. banking system and the emerging concerns by regulators...
This podcast has nothing to do with business or markets. Most people who know Barry understand that his passion for asset-based lending is surpassed only by his passion for tennis. In honor of the US Open Tennis tournament that starts August 29, 2022, he has recorded a special edition of SFNet presents In the Know with his good friend and fellow tennis wonk – Valerie Mason of Otterbourg. It’s a great preview of the final Grand Slam...
For this fascinating discussion, host Barry Bobrow is joined by David Chmiel, Managing Director of Global Torchlight, a UK-based political risk consulting business. David’s unique perspective on geopolitical events is on full display in the conversation, which moves from recent developments in Taiwan and China to Ukraine war-related issues and finishes with the UK leadership succession. David and Barry go over the current political...
In this podcast Maria Dikeos of Refinitiv joins host Barry Bobrow for a discussion of the Q2 and first half of 2022 leveraged debt and asset-based markets. After a record 2021 for syndicated asset-based lending volumes, it would have been reasonable to expect the market to fall off, as it has for all other credit markets in 2022. As you will hear, that is definitely not the case, with asset-based volume having a record six-month le...
I’m very excited to let you know that the second video podcast in the “SFNet presents In The Know” series is now available. My guest is David Silverman, Senior Director at Fitch Ratings. David’s specific coverage includes the retail sector, which is the largest industry segment for the asset based industry. Fitch has a broad practice in retail ratings, covering several dozen large public companies. David also provides private rat...
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