Securitization Insight

Tudor Plapcianu, partner in our London office, joins host Patrick Dolan to discuss supply chain finance, including how transactions are structured, how they address cash flow gaps and the key risks involved. They explore the importance of invoice and data quality, alongside approaches to managing fraud and concentration risk.

The episode also examines the challenges of cross-border transactions and the accounting and transparency considerations for market participants.

Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify or your preferred podcast app.

Bhavna Agnihotri, senior counsel in our New York office, joins host Patrick Dolan to discuss financial credit insurance and its role in capital markets and structured finance transactions. They examine how these products are structured, their use as a credit enhancement tool and the key legal and regulatory considerations for market participants.

Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify or your preferred podcast app.

Brock Wolf, managing director and head of ABS banking at Truist Securities, joins host Patrick Dolan to discuss the US securitization market in 2026. The conversation explores the continued strength of the CLO market, evolving opportunities across asset-backed securities (ABS) and the emergence of data center securitizations. They also discuss why investors remain attracted to these sectors and how private credit is increasingly intersecting with structured finance.

The episode also examines today’s tight spread environment, the growing importance of collateral quality and transaction structure and the risks investors are monitoring more closely, including credit deterioration, refinancing challenges, concentration risk and macroeconomic uncertainty.

Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify or your preferred podcast app.

Rachel Rosenfeld, senior counsel in our Washington, DC office, joins host Patrick Dolan to discuss the evolving market of data center financings, including how large operators fund and structure projects, key considerations for lenders and investors, and the financial, regulatory and market factors shaping the development of hyperscale data centers.

The data center industry is evolving rapidly. As a result, some of the facts, figures and market conditions discussed in this episode may have changed since it was recorded.

Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify or your preferred podcast app.

Jair Martinez, Chief Commercial Officer at Finacity, joins host Patrick Dolan to discuss cross-border trade receivables financings and securitizations. Jair covers how these deals are typically structured, the complexities that come with operating across borders, how to manage the key risks involved and the trends shaping the market’s future. Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify or your preferred podcast app.

Stefan Reisinger, partner in our Washington, DC office, joins host Patrick Dolan to examine tariff refund claims. Stefan covers eligibility requirements, explains who may be entitled to refunds and outlines what businesses need to know when filing a claim. Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify or your preferred podcast app.

Eric Silberstein Lerner, partner at Ritch Mueller, joins host Patrick Dolan to discuss securitizations in the Mexican market, including the typical transaction structure and the types of securities issued. Eric provides an overview of the legal considerations that arise under Mexican law, and the challenges market participants may face.

Brendan Kennedy, Partner at Arthur Cox, joins host Patrick Dolan to discuss the securitization market in Ireland. Brendan covers the fundamentals of Irish securitization including tax implications, the regulatory framework and the parties typically involved in these transactions. Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify or your preferred podcast app.

Dallin Merrell, Head of Policy at Structured Finance Association (SFA), joins host Patrick Dolan to discuss the fraud task force that was recently launched by the SFA. Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify or your preferred podcast app.

Edwin E. Smith, Senior Consultant at Morgan, Lewis & Bockius LLP, joins host Patrick Dolan to review New York’s new Article 12 of the Uniform Commercial Code. Edwin covers how Article 12 sets the rules for handling digital assets, highlights the differences between cryptocurrencies and government‑backed digital money, and explains the key terminology and transition rules introduced by Article 12.

Lewis Cohen, Partner at Cahill Gordon & Reindel LLP, joins host Patrick Dolanto review the recent regulatory and enforcement developments for digital assets and distributed ledger technology (DLT) including the role of stablecoins in banking, oversight by the SEC and CFTC
and the integration of digital assets into financial services.

Rick Antonoff, Partner at Chapman and Cutler and David Rosenzweig, Partner in our New York restructuring practice join host Patrick Dolan to discuss the role of independent directors and managers in structured finance and securitization. Our guests will also explore how these roles have impacted the First Brands bankruptcy.

Ann Lipton, professor at Colorado Law, joins host Patrick Dolan to discuss President Trump’s proposal to shift corporate earnings reports from a quarterly to a semiannual schedule. Explore the history of reporting, alternatives to full elimination and hear Ann’s insights into the potential benefits and drawbacks of the proposed change.

Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify, or your preferred podcast app.

Don Layton, Senior Visiting Fellow at the NYU Furman Center, joins host Patrick Dolan to discuss GSE reform. Don shares his insight on the evolving landscape of GSEs and the path toward reform, including governance structures, shareholder rights and the viability of their business model. Additionally, we discuss what it may look like for GSEs as they move to exit conservatorship, the realities around launching an IPO and the ongoing oversight of federal regulation.

Andrew Lom, US Head of Financial Services and Global Head of Private Wealth in the New York office, joins host Patrick Dolan to discuss how tokenization is reshaping asset-backed finance. Andrew shares insights into how the foundational components of tokenization work together to reduce costs, boost transparency and accelerate settlement through near-instant transactions. We also examine the potential impact of the GENIUS Act and CLARITY Act on driving broader adoption of tokenization.

Chris Killian, Managing Director, Corporate Credit and Securitization at SIFMA, joins hostPatrick Dolan to discuss compliance programs in relation to SEC Rule 192. They focus on the impact of clause (a)(3)(iii) and the SEC’s no-action relief issued on May 16, 2025.

Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify, or your preferred podcast app.

Pratik Gupta, Managing Director and Head of Global CLOs and US RMBS Strategy at BofA Securities, joins host Patrick Dolan to discuss the CLO market, covering the key factors that shaped 2024 and the outlook for 2025. Pratik walks us through how syndicated and private credit is reshaping the landscape, the growth of the ETF market and the evolving buyer base.

Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify, or your preferred podcast app.

Keith Martin, co-head of projects, United States at Norton Rose Fulbright, joins host Patrick Dolan to discuss the recently signed budget reconciliation bill, referred to as the ‘Big Beautiful Bill.’ Keith provides his insight on the implications of the bill, including whether the legislation has accelerated the push to launch renewable energy projects before the deadlines in 2025 and 2026, how changes to technology-neutral tax credits may shift incentives and what the new Foreign Entity of Concern (FEOC) rules mean for sourcing and compliance. We also cover the executive order issued shortly after the bill, examining how stricter enforcement directives may complicate timelines and increase regulatory uncertainty for developers.

Join Christine Dalton, Director, S&P Global and host Patrick Dolan for a deep dive into the growing interest in music securitization. This episode unpacks the music assets involved, the qualities that define strong music investments and the key characteristics of a well-structured securitized pool while also exploring the risks associated with these transactions. We also discuss the potential impact of artificial intelligence (AI) on music valuation and the music industry’s outlook amid global uncertainty.

Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify, or your preferred podcast app

Derek Moran, Senior Vice President of US RMBS Ratings at Morningstar DBRS, joins host Patrick Dolan to explore home equity sharing agreements, their repayment structures, fees and how they compare to HELOCs. The discussion highlights key risks and increasing regulatory attention under the Trump Administration’s CFPB.

Listen and subscribe to the Securitization Insight podcast on Apple Podcasts, Spotify, or your preferred podcast app.