Ep95 - Credit insurance policies and securitization

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.