Shows
LPC - Lending Lowdown SeriesEpisode 33 | Asset based lending: Evolving taxonomy for direct lender vs bank arranged loansLSEG LPC's Maria Dikeos talks with Barry Bobrow, Head of Credit Markets for Regions Business Capital and founder and chairman of Asset Based Capital, a leading conference on asset based lending, about similarities and differences of the asset based loan arranged in the bank loan market vs the direct lending market. “If done what I would call the right way,” Bobrow said, “asset based loans have a very low loss rate, a high recovery rate, relative to the broader category of leveraged lending.”2025-07-2217 min
In The KnowThe Present and Future of Private Credit: Insightful Perspectives from Erica Frontiero and Jason Van DussenPrivate 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 partnerships and acquisitions, setting the stage for even more rapid growth and evolution. To help understand the causes and implications of the growth of this market, Barry Bobrow hosts a...2025-01-0835 minIn The KnowBarry and Valerie’s U.S. Open Tennis Extravaganza 2024Get 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 this year’s draw, their picks for winners, and their tips on how to get the most out of your visit to this year’s US Open. This ye...2024-08-2327 minIn The KnowDirect Lending Insights from Ted Koenig of Monroe CapitalThe 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 approximately $20 billion in assets under management today.Ted has roots as an asset-based lending attorney in Chicago and over the past 25 years has become a lea...2024-07-3130 minIn The KnowThe State of Financial Markets with Alan McKnight, Chief Investment Officer for Regions Asset ManagementIn 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 Regions. Alan also serves as the chief spokesperson for Regions on portfolio strategy, asset allocation and overall markets, speaking frequently on outlets such as CNBC and Bloomberg and writing for The New York Times, The Wall...2024-05-2833 minIn The KnowRetailing and Inventory Valuations with Ian Fredericks of Hilco GlobalIn 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 Corporate Restructuring attorney. Statements and opinions of individual speakers on this podcast are their own and do not necessarily reflect the opinions of their employer(s) or the Secured Finance Network (SFN...2024-03-1430 minIn The KnowInsights on the Leveraged Loan Market With Lee Shaiman, Executive Director of the LSTAIn 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 well as the outlook for the future direction of the leveraged loan asset class given market and regulatory pressures.2024-01-1835 minIn The KnowOn the Sidelines of SFNet’s Annual Convention: An Interview with Dan North of Allianz Trade North AmericaDan 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.2023-12-0717 minIn The KnowLeveraged Debt Markets and ABL in the First Half of 2023In 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 signs of strength on numerous transactions. They also discuss the dramatic expansion of direct lending. The conversation finishes up with a detailed overview of the asset-based lending market...2023-08-2243 minIn The KnowBarry and Valerie’s U.S. Open Tennis Extravaganza 2023Back 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. You won’t want to miss it!2023-08-2232 minIn The KnowCryptocurrency Regulation-A Firsthand Look Behind the CurtainIn 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 Robinhood. Finally, Katie provides two very basic reminders that can protect listeners from cybersecurity issues.2023-03-2036 minIn The KnowLeveraged Private Debt and Asset Based Loan Markets in 1-3Q2022In 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 a new annual record in 2021. Finally, Barry, Maria and CJ look forward to Q4 and beyond with some predictions on market direction which will complement...2022-11-2842 minIn The KnowOn the Sidelines with Trevor WilliamsFor 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 perspective is both informative and optimistic – you won’t want to miss it.2022-11-2827 minIn The KnowA Deep Dive on Building Products and Housing MarketsEvery 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 had a long career in residential and commercial construction-related markets from his many years with Ingersoll Rand. Gary offers great insights and shares his thoughts on the next steps for...2022-10-2823 minIn The KnowInside Look at SFNetIn 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 that SFNet does for both its members and the secured finance industry. Barry and Rich also discuss SFNet’s upcoming 78th Annual Convention, which takes place Nov. 9-11, 2022, in Austin, TX.2022-10-1825 minIn The KnowThose Pesky Supply Chain Issues Are Still Here, and Keep EvolvingBarry 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 companies and their lenders in evaluating the risks they face in their supply chains.2022-10-0624 minIn The KnowThe Inside Scoop on Bank Regulation from a Former OCC Senior LeaderJoining 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 regarding the impact of a potential economic downturn on bank capital buffers. Kathy gives her recommendations to banks for strengthening their relationships with their regulators and of...2022-09-1628 min
The Fallout LoungeNFL Halftime ShowEven the most rabid NFL fan can watch only so many concussions before they crave an expert to analyze those concussions. This halftime show has everything you'll ever need. Ever. Written by Bob Merlotti. Voices by Andrés duBouchet, David Pasquesi, Andy Bobrow, Patrick Schumacker, Kathy Nagler, Chris Cady, Barry Burdiak, Meg Ruddy, Dennis Ryan, TV's John Montgomery, Dave Merhar, Dave Gerbosi, Susan Gerbosi, Dave "News" Hughes, and Bob Merlotti. Sound design and mix by Dave Gerbosi.2022-09-1203 minIn The KnowBarry and Valerie’s US Open Tennis ExtravaganzaThis 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 tournament of the year, and an insider’s guide to getting the most out of attending the tournament at the Billie Jean King US Nation...2022-08-2634 minIn The KnowIt Can Always Be WorseFor 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 issues and connect them to potential economic and business impacts. 2022-08-2430 minIn The KnowSecond Quarter 2022 ABL and Leveraged Debt Market UpdateIn 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 level. Maria and Barry make extensive use of data slides for their discussion.To download the slide deck or watch the full video, join us...2022-08-1233 minIn The KnowRetailing at a Crossroads (As Usual)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 ratings for the debt of a variety of non-public retailers. David’s expertise provided the perfect setting for our discussion – Titled “Retailing at a Crossroads – as U...2022-07-2628 minIn The KnowState of the Direct Lending Market w/ Guest Randy SchwimmerOur Host, Barry Bobrow, explores the current state of the direct lending market and how it is benefiting from the disruptions of the broadly syndicated debt markets, with his guest Randy Schwimmer, founder of the Lead Left (where any friend of Barry's will get free access).2022-07-0131 min
Dead Pilots SocietyEpisode 92: Greatest American Heroes written by Andy Bobrow (Community, Last Man On Earth, Brooklyn 99)It’s Max Fun Drive! The one time of year where all of the shows on the Maximum Fun Network reach out to you and ask you to become members or upgrade your membership to help make our show possible. We have an amazing and special Max Fun Drive episode for you this month! We’re bringing our first ever 1-hour dead pilot. Don’t worry! It’s not a dry police procedural or boring medical drama. It’s a funny update of the beloved eighties TV show Greatest American Hero. The pilot was written by Andy Bobrow (Community, Last Man On...2022-04-271h 19The Fallout LoungeApostle Status Meeting Monday (repost)Due to popular condemnation, we've decided to line this instantly-infamous sketch up with the liturgical calendar. Perhaps we'll make this an annual event, like Edward G. Robinson smoking unfiltered Camels in The Ten Commandments. Voices by David Pasquesi, Barry Burdiak, Andrés du Bouchet, Andy Bobrow, Dennis Ryan, Dave Gerbosi, Meg Ruddy, and Bob Merlotti. Mix and music by Dave Gerbosi. 2022-04-1805 minThe Fallout LoungeApostle Status MeetingThe events leading up to Easter Sunday have been studied by biblical scholars for centuries. But what happened immediately after? "Let he, she, or they who have ears hear." (Matthew Podcast 11:15). Written by Bob Merlotti. Voices by David Pasquesi, Barry Burdiak, Andrés du Bouchet, Andy Bobrow, Dennis Ryan, Dave Gerbosi, Meg Ruddy, and Bob Merlotti. Mix and music by Dave Gerbosi. 2022-03-1805 minThe Fallout LoungeThe HJ AppHolding down several jobs, yet still struggling to make ends meet? Now you can fill your rapidly dwindling free time with positive cash flow! Written by Bob Merlotti. Voices by David Pasquesi, Andrés duBouchet, Andy Bobrow, Barry Burdiak, Chris Cady, Dennis Ryan, Katherine Pryor, Dave Gerbosi, Bob Merlotti, and Tikki Simons. Music and mix by Dave Gerbosi. 2022-02-0902 min
The Louisville Cycling PodcastHoliday Replay!The Louisville Cycling Podcast is dedicated to celebrating the people, rides, and events that make Louisville and the surrounding area a great place to be a cyclist! www.barrygary.com Today’s Episode Today’s episode is a holiday replay of one of my favorite episodes. I talk with Curtis Tolsen and Bob Bobrow, two major influencers in the Louisville cycling community! It’s a fun episode and worthy of a second visit! Sponsorship The Louisville Cycling Podcast is sponsored by United Financial Group (UFG). If you or someone you know is considering a new home purchase or refinancing of a current...2021-12-221h 20The Fallout Lounge"That's as Far as We Got"If you've been yearning for us to cram 10 pounds of comedy into a 5 pound laugh sack, this is your lucky podsnack day. Introducing the Doc Octopus of sketches. Written by Bob Merlotti. Voices by Kathy Nagler, Andy Bobrow, Katherine Pryor, Barry Burdiak, Meg Ruddy, Monica Orozco, Dennis Ryan, Chris Cady, Dave Gerbosi, Dave Hughes, Bob Merlotti, and Humpy the Wonder Platypus. Original music, sound design, and mix by David Gerbosi. 2021-07-2604 minThe Fallout LoungeJim Carrey Plays Andy Kaufman Playing Jim Carrey Playing Andy KaufmanA tour de force performance by our most beloved Kaufmanesque actor is winning hearts and generating early Oscar buzz. Voices by Andy Bobrow, Dennis Ryan, Barry Burdiak, Dave Gerbosi and Bob Merlotti. Recorded at Quilted Studios West and on the Great Midwestern Plains, and mixed by Dave Gerbosi. 2021-04-1202 minThe Louisville Cycling PodcastTrack Racing with Will BorrowThe Louisville Cycling Podcast is dedicated to celebrating the people, rides, and events that make Louisville and the surrounding area a great place to be a cyclist! Today’s Episode In this episode, we talk all things track racing with Will Bobrow. Will is a former guest on the podcast and has found success in several disciplines of cycling. In this episode, we talk about his latest cycling commitment: Track Racing! New Podcast! I Love Kentucky is the new podcast that celebrates the people, places, and experiences that make Kentucky a GR...2021-02-2550 minThe Fallout LoungeDeath of an App DeveloperAdvancing technology renders us all obsolete, whether your name's Wall-E or Willie. Voices by David Pasquesi, Kathy Nagler, Andy Bobrow, Barry Burdiak, Dave Gerbosi, and Bob Merlotti. Recorded and mixed by Dave Gerbosi. 2021-02-2204 minThe Louisville Cycling PodcastCurtis Tolson and Bob BobrowThe Louisville Cycling Podcast is dedicated to celebrating the people, rides, and events that make Louisville and the surrounding area a great place to be a cyclist! Today’s Episode Alright, this episode is a good one! I talk with Curtis Tolson and Bob Bobrow about bike fundamentals and group riding etiquette, and well, about a lot of other stuff too! Don’t miss this one! Sponsorship The Louisville Cycling Podcast is sponsored by United Financial Group (UFG). If you or someone you know is considering a new home...2019-08-211h 20The Louisville Cycling PodcastCyclocross is coming!The Louisville Cycling Podcast is dedicated to celebrating the people, rides, and events that make Louisville and the surrounding area a great place to be a cyclist! Today’s Episode In this episode we welcome the cyclocross season! Special guests Bob Bobrow and Drew Dillman! Sponsorship The Louisville Cycling Podcast is sponsored by United Financial Group (UFG). If you or someone you know is considering a new home purchase or refinancing of a current home, there’s no better group to work with...2018-08-261h 06The Louisville Cycling PodcastBob Bobrow, Part TwoToday’s Episode Today’s episode is Part 2 of my conversation with Bob Bobrow, local cycling icon in the Louisville area. Bob has organized group rides and has helped a slew of riders reach their potential through tough, structured training. We talk about Bob’s service in the Navy, his involvement in bringing BIG-time cyclocross to Louisville, and even a bit about fatherhood. Sponsorship The Louisville Cycling Podcast is sponsored by United Financial Group (UFG). If you or someone you know is considering a new home purchase or refinancing of a current home...2018-06-2058 minThe Louisville Cycling PodcastBob Bobrow, Part 1 of 2Show Notes The Louisville Cycling Podcast is dedicated to celebrating the people, rides, and events that make Louisville and the surrounding area a great place to be a cyclist! Today’s Episode Today we talk with Bob Bobrow. This is Part 1 of a 2-part episode. Bob is another icon of Louisville cycling, especially in the racing arena. It’s a wide-ranging and interesting conversation! Sponsorship The Louisville Cycling Podcast is sponsored by United Financial Group (UFG). If you or some...2018-06-1545 min