E53: Everything Is a Portfolio: Asset-Based Finance with Joel Holsinger of Ares скачать в хорошем качестве

E53: Everything Is a Portfolio: Asset-Based Finance with Joel Holsinger of Ares

This episode is presented by 9fin. The AI-native platform for modern credit teams. Head to https://www.9fin.com/demo to request a 30-minute personalised demonstration. 00:00 - The Credit Clubhouse: Episode Introduction and Sponsor Spotlight 01:31 - Joel Holsinger Defines Asset-Based Finance at Ares 02:16 - Joel Holsinger's Core Definition of Asset-Based Finance 03:18 - Key Drivers Behind Asset-Based Finance's Institutional Embrace 06:44 - Attracting LPs: Insurance and Non-Insurance Capital in ABF 10:20 - Trade-offs Between Captive and Flexible Investment Approaches 12:57 - Good and Bad Innovations in Fund Structures and Market Risks 18:16 - Viewing Fund Finance as a Sub-Segment of Asset-Based Finance 22:15 - The Expansion of NAV Lending and Secondary Market Liquidity 26:11 - Why Markets Are More Resilient: Less Systematic Risk Today 32:09 - Joel Holsinger's Personal Journey to Promote Giving 35:31 - Ares' Initiative: Compounding Purpose Through Philanthropy 40:05 - Joel Holsinger's Sports, Hobbies, and Life Philosophy 42:28 - Market Prediction and Strong Skepticism on Cryptocurrency Value 45:29 - Thank You for Listening to The Credit Clubhouse Podcast Joel Holsinger, Co-Head of Ares Alternative Credit, Ares Management -   / joel-holsinger-0739a74   Todd Anderson, Head of Content & Programming, DealCatalyst -   / toddanderson19   The Credit Clubhouse Linktree - https://linktr.ee/thecreditclubhousep...