Structured Credit Investor

Prior to President Trump’s tariff announcement, fibre and digital were enormous areas of growth in esoteric ABS. And despite the disruption elsewhere, these asset classes will continue to gather momentum for the foreseeable future. In our recent webinar, one of our expert speakers, Anna Roginkin Senior Director at KBRA, shared her perspective on these trends. Anna said: 🎙️ “We saw a lot of fibre issuance [pre-April 2], and I think this will continue. The United States, if you compare its fibre to other developed nations, it pales in comparison. So, there's a lot of white space there, particularly because many different types of fibre providers can access the securitisation market. In our assessments, and conversations with third-party valuation agents, we’ve found that fibre is virtually future-proof, so I don't see a trend away from that. And from speaking to these third-party valuation experts, there's not another technology coming to overtake fibre. Even though, in our view, there's a fair share for other types of technology that provide internet, depending on how those technologies keep up with consumer needs. But I certainly don’t consider fibre issuance to be something that will abate in the near-term, not withstanding the macro environments.” Digital infrastructure is the focus of one of the most eagerly-anticipated panels at our upcoming Esoteric ABS Seminar. To discover how to take advantage of the opportunities surrounding fibre, data centres, AI trends, and more… 🗓️ Join us on Tuesday, May 13, in New York City 🔗 Simply follow the link in the comments to register. With so much uncertainty impacting the markets right now, this event provides an invaluable chance to have open conversations with the industry’s brightest minds. And it’s a completely confidential, closed-door environment, allowing for more in-depth discussions than other events can offer. You'll also hear from panels of leading experts and specialists in esoteric ABS. Other topics on the agenda include: 🟣 IP rights and royalties 🟣 Corporate solutions 🟣 Transportation 🟣 Energy ABS 🟣 And more. Our third-annual Esoteric ABS Seminar is set to be an excellent event. We’re excited to see you there! ⬇️ And if you've already registered to attend, please tag a peer or colleague you’d like to see at the event in the comments below.

Third Coast Bank cfo John McWhorter talks to US editor Simon Boughey about its recent CRT deal that has got everybody talking. The third in a series of reports. #securitization #USbanks @capital @concentration #CRT #EJF #regcap https://lnkd.in/e8gn5Mdz

A fast-moving market offers two choices: either sit back and watch, or stand up and play a role in its growth. With such unique, compelling opportunities surrounding esoteric ABS right now, which choice will you make as this fascinating market continues to gather momentum? Would you like to capitalise on those opportunities, and play a role in the future of the esoteric ABS market? If so, your next step is to join securitisation’s brightest minds at our third-annual Esoteric ABS Seminar. 🗓️ 2025's event takes place on Tuesday, May 13 Each year, influential experts and specialists in securitisation gather in New York for this annual event. Why? To make the connections and have the conversations they simply cannot find anywhere else. The event’s agenda has been carefully curated to explore all the key esoteric asset classes, including: 🟣 IP rights and royalties 🟣 Digital infrastructure 🟣 Corporate solutions 🟣 Transportation 🟣 Energy ABS 🟣 And more. And you can still take advantage of the early-bird rates for this year’s Esoteric ABS Seminar... But not for much longer. The special early-bird discount is only available until midnight tonight (April 30). If you're planning to attend this year’s event, now’s the time to secure your place. ⏳ Your early-bird discount expires tonight at 11:59pm 🔗 Follow the link in the comments to register now. You’ll be joining senior decision makers from esteemed organisations such as Apollo Global Management, Inc., Ares Management Corporation, ATLAS SP Partners, Blackstone, Cantor Fitzgerald, Coventry Structured Investments, Deutsche Bank, Evercore, Fitch Ratings, Goldman Sachs, Grant Thornton (US), MetLife Investment Management, Newmarket Capital, S&P Global, Truist Securities, Wilmington Trust, plus many more. 💡 And if you've already registered to attend, please let us know in the comments which panel discussion you're most excited for. We’re looking forward to seeing you all in New York in a few weeks!

Great to see Funding Circle UK continuing to deepen its presence in the ABS market with SBOLT 2025-1, a strong signal of its commitment to UK SMEs and a consistent, transparent funding strategy. The move follows a recently renewed forward flow arrangement that brings Bayview Asset Management’s total funding to over £1bn, supported by JP Morgan and Citibank, furthering Funding Circle’s long-term strategy to diversify funding sources and scale efficiently while staying balance sheet-light. As Dipesh Mehta puts it, investor familiarity and predictability remain central to the platform's securitisation approach, and the results speak for themselves. 📰 Selvaggia Cataldi highlights this milestone in SCI's latest coverage here: https://lnkd.in/ecQjvXpt #ABS #Securitisation #SMEs #FundingCircle #CapitalMarkets

Thank you Structured Credit Investor for an insightful conference and brining more attention to the new securitisation market. Enjoying meeting local market participants and introducing them to Ocorian’s structure finance capabilities in SPV administration, agency and trustee roles. #OcorianCapitalMarkets #Securitisation #SRT #Nordics

Congrats to the Structured Credit Investor team and all these great speakers for an excellent conference in Oslo today!

Are #SRT securitisations about to explode 💥 in the Nordics? Maybe not but the tide is clearly turning! After the successful SRT deals with Nordea and DNB, securitisations are finally becoming a buzzword in the region. Great insights of Jonas Bäcklund as to why the Nordic region is so difficult to reveal its full securitisation potential. 🙏 Pleased to hear that European Investment Fund (EIF) and European Investment Bank (EIB) are seen as an essential anchor investor especially for opening up new markets and in turbulent times. Thank you, Frank Benhamou and Idar Fagereng!! Valuable analysis on the regulatory challenges in the Nordics and how investors navigate those stormy waters by Erik Welin, CFA and Jesper Skoglund, CFA, CAIA . Good job 👏 Thank you, Structured Credit Investor for setting up this forum in such a professional manner.

We have the privilege of welcoming some of Europe’s most influential securitisation experts to our inaugural Nordic Securitisation Forum today. And the event is off to a fantastic start! So far, we’ve heard a highly insightful keynote from Jonas Bäcklund, CEO and Co-Founder of Revel Partners. Jonas set the scene brilliantly for the day, sharing his views on the growing opportunities in the region following recent regulatory developments. We've also enjoyed these fascinating panels: 1️⃣ The Regulatory Landscape: Opportunities Across the Nordic Region Featuring: 🎙️ Joanna M. Kosek, Christofferson Robb & Company 🎙️ Erik Welin, CFA, European Investment Bank (EIB) 🎙️ Markus Nilssen, Advokatfirmaet BAHR AS 🎙️ Victor Kloos, Revel Partners 🎙️ Elise Johnsen Kirkhus, CFA, DNB 2️⃣ Do SRTs Represent the Future of Securitisation in the Nordics? Featuring: 🎙️ Idar Fagereng , DNB 🎙️ Jonas Bäcklund, Revel Partners 🎙️ Frank Benhamou, Cheyne Capital 🎙️ Georgi Stoev, European Investment Fund (EIF) After a short networking break, we’ll be looking forward to more valuable panel discussions throughout the rest of the event, exploring: 3️⃣ The Appetite and Prospects for Unfunded Investors Featuring: 🎙️ Som-lok Leung, International Association of Credit Portfolio Managers (IACPM) 🎙️ Jesper Skoglund, CFA, CAIA , European Investment Fund (EIF) 🎙️ Ruairi Neville, Arch Insurance Group Inc. 🎙️ Tulika Oommen, Swiss Re 4️⃣ Cash Deals and Asset Class Opportunities Featuring: 🎙️ Gregor Stopar, CFA, FRM, Kredinor 🎙️ Josefina Frenk, Revel Partners 🎙️ Dennis Heuer, White & Case LLP 🎙️ Leena Kassinen, Local Tapiola Finance 🎙️ Morten Christopher Freberg Holme, Santander Consumer Bank AS ❓ If you were unable to attend today and have a question or specific topic you’d like us to share some insights on from the event, please leave a comment below. ✅ And be sure to follow Structured Credit Investor for plenty of content in the coming days and weeks, including the event’s key take-aways and future trends to look out for. Thanks so much to everyone who has joined us in Oslo today; especially our partners White & Case LLP and European Investment Fund (EIF). Special thanks also must go to our hosts Advokatfirmaet BAHR AS for providing us with such a wonderful venue for today’s event!

As global trade policy and market volatility continue to evolve, the impact on CLOs is subtle for now - but that may not last. Tim Ruxton at Alter Domus, spoke with our CLO editor Ramla Soni about why industry composition, not just macro headlines, is shaping CLO performance and manager behavior. 💡Ruxton highlights a “pause” in activity as CLO managers reassess pricing in sectors like pharma and autos, and remain cautious amid ambitious interest rate cut forecasts. 📉Meanwhile, Alter Domus is investing in tech-enabled, end-to-end CLO infrastructure to scale operations and support clients - especially new managers. SCI subscribers can read the full story here: https://lnkd.in/dtBfAYcm #CLOs #StructuredCredit #PrivateDebt #FixedIncome #CapitalMarkets

Northleaf Capital Partners and Ares Management Corporation have backed GoldState Music with a US$500m facility to power its music rights acquisition strategy — including catalogues from iconic artists like Alan Walker and Sheryl Crow. SCI’s Marta Canini speaks with CJ Wei, md at Northleaf Capital Partners, to discuss how this transaction aligns with Northleaf’s asset-based specialty finance strategy and the growing appeal of music rights as an asset class. SCI subscribers can read the full story here: https://lnkd.in/en_iRsWA #MusicRights #IPRights #IntellectualProperty #AlternativeInvestments #ABF #PrivateCredit #Securitisation #SpecialtyFinance