SCI In Conversation

Episode 35: Alex Branton, Nodem Capital

In this episode of SCI in Conversation, ABF associate editor Jacob Chilvers speaks to Alex Branton, founder of Nodem Capital, about the firm's NAV lending strategy. He reflects on the transition of the strategy into a mainstream financing tool and explores where the origination opportunities are in today's market. Produced by Kenny Wastell  

Episode 34: Ralf Loewe, Aareal Bank

In this episode of SCI in Conversation, SRT reporter Dina Zelaya speaks to Ralf Loewe, managing director and head of treasury at Aareal Bank, about the bank's current SRT strategy. He reflects on Aareal Bank's first SRT deal last year and outlines the bank's forward-looking plans for its balance sheet de-risking toolkit. Ralf also offers an overview of the current CRE landscape, a key focus area for the Aareal Bank. Produced by Kenny Wastell

Episode 33: Yerbol Orynbayev, independent consultant

In this episode of SCI in Conversation, US editor Simon Boughey speaks to Yerbol Orynbayev, an independent consultant for financial and tech firms and also former deputy Prime Minister of Kazakhstan. Recorded in December, Orynbayev talks about what he sees as the dangers of relaxing bank stress tests by the Federal Reserve at a moment of increasing global financial uncertainty, and also the possible effect on increased lending to private credit funds. Produced by Kenny Wastell

Episode 32: Neal Wilson, EJF Capital

In this episode of SCI in Conversation, US editor Simon Boughey speaks to Neal Wilson, co-ceo, co-cio and joint founder of EJF Capital. EJF is an investment manager headquartered outside Washington DC, which in the last couple of years has made a name for itself as the best friend of smaller US regional banks taking their first steps in the SRT market. Neal talks about this role, and also offers a few predictions about how the market may develop in 2026. Produced by Kenny Wastell

Episode 31: Jeremy Hermant, Alantra

In this episode of SCI in Conversation, US editor Simon Boughey speaks to Jeremy Hermant, senior advisor at Alantra, about the changing face of the SRT market. He talks about his experience at Allica, when he structured the bank's first ever SRT deal, and how that stood him in good stead for his role at Alantra. Jeremy also offers a rebuff to the some of the most recent attacks on the SRT market made in the UK financial press.   Produced by Kenny Wastell