We spend a lot of time speaking with managers and investment professionals across asset-backed finance, asset-based lending, and specialized, niche areas of credit, seeking out teams and platforms that are not just engaged in private credit but are winning due to distinctive, hard-to-replicate edges with competitive moats around their sources of return. Recently, I sat down with Brian Seidensticker and Kiah Hochstetler , co-founders of Mount North Capital , to discuss how they source and execute...
Jun 13, 2025•1 hr 4 min•Ep. 14
https://www.atlalts.com/ - Our flagship pod, ATLalts, provides education, insights, and analysis of alts and private markets to RIAs and HNWI https://www.endurancestrategies.com/ - Learn, invest, educate and partner with us on alts, private markets, and non-traditional strategies https://sandate.substack.com/ - Check out my blog on asset backed finance YouTube Video of this episode: https://youtu.be/9OsDqg6bk1g https://www.linkedin.com/in/sandate/ - Connect with me on LinkedIn https://calendly.c...
May 09, 2025•55 min•Ep. 13
Brook Scardina is a Managing Partner - Capital Markets & Investments with Atlanta, GA-based Oak Real Estate Partners (OREP). OREP is an institutional small balance sheet private credit bridge lender that invests in high-quality, short-duration senior-position loans on positive income-producing commercial real estate assets. Brook and I discussed how investors can think about investing and navigating this period of volatility and market uncertainty, how alternatives and private credit general...
Apr 07, 2025•56 min•Ep. 12
Disclaimer: Nothing contained herein is, or shall be relied upon as, a promise or representation as to the past or future. This conversation has been prepared solely for informational purposes and is not to be construed as a solicitation or an offer to buy or sell any securities or related financial instruments. Viewers, listeners, and subscribers should not construe the contents of this conversation as legal, regulatory, tax, accounting or investment advice or a recommendation. Viewers, listene...
Oct 11, 2024•1 hr 18 min•Ep. 11
Today I posted our third and final episode of “The Asset Based Lending Masterclass” where I had the pleasure of spending time with Matt Edgar, Founder and CEO of Edgar Matthews & Co., to discuss the nuts and bolts of financing specialty finance originators, from non-bank ABL through securitization. Edgar Matthews & Co. is a financial services sector-focused investment bank established last year and is quickly becoming a go-to advisor for unique financing solutions, as well as M&A adv...
Sep 30, 2024•55 min•Ep. 10
The Asset Based Lending Masterclass Part II of III. Raising Debt Capital for your Specialty Finance, Fintech Lending, or Alternative Lending Platform with Special Guest and Asset Backed Podcast Contributor Matt Edgar, Founder & CEO of Edgar Matthews Matt Edgar, Founder & CEO of boutique investment bank Edgar Mathews & Co., and I recently recorded part two of our three part series Masterclass in Asset Based Lending. This is episode II of III. In recent months specialty finance, asset ...
Aug 09, 2024•1 hr 8 min•Ep. 9
Asset Based Lending Masterclass Part I of III. Raising Debt Capital for your Specialty Finance, Fintech Lending, or Alternative Lending Platform with Special Guest and Asset Backed Podcast Contributor Matt Edgar, Founder & CEO of Edgar Matthews Matt Edgar, Founder & CEO of boutique investment bank Edgar Mathews & Co., and I are recording a three episode Masterclass in Asset Based Finance. In recent months specialty finance, asset based finance, and different related credit themes hav...
Aug 09, 2024•1 hr 7 min•Ep. 8
About Cesar Bello : Cesar Bello is Partner, Research and Portfolio Management lead of the Litigation Finance ("LitFin") effort at Corbin Capital Partners . Cesar also works more broadly on the firm’s private investment program. Prior to joining Corbin, Cesar worked at Skadden, Arps, Slate, Meagher & Flom LLP and Ivy Asset Management. Cesar is the Portfolio Manager of the LitFin strategy at Corbin Capital, which has been active in commercial litigation finance since 2018, deploying approximat...
May 31, 2024•48 min•Ep. 7
Derek is a former client and runs a successful investment management organization based in Tampa, Florida. He is a husband, father, founder, and investor that specializes in small and mid-cap financials. He and I caught up and talked about banks, private credit, financial industry stocks, his research and investment process, and much more in this episode. He has grown his firm largely through word-of-mouth and his excellent investment letters and research notes. I hope you enjoy the conversation...
May 29, 2024•57 min•Ep. 6
Vadim Verkhoglyad is the Vice President, Head of Research Publication at dv01. His LinkedIn is here . He has over 16 years of experience across structured credit, finance, and technology, and has an extensive background in data and performance analysis, research, and capital markets. He kickstarted his career as an analyst at Fitch Ratings and then transitioned to hedge fund Tricadia Capital, where he rose from systems analyst to senior vice president over his 12-year tenure He has worked at dv0...
May 23, 2024•1 hr 2 min•Ep. 5
Part I of my interview with Lucas Timberlake, General Partner at Fintech Ventures Fund. Luke and I discussed alternative lending business models, what founders of tech-enabled specialized lending startups need to know before raising capital, and some of the red flags he sees in startups who think they have created something unique in the alternative credit space. Part II of our interview will cover related topics in more depth and how fintech lending startups can accelerate originations, deliver...
May 01, 2024•1 hr 5 min•Ep. 4
Howard Abrahams, Founder and President of Morewood Funding, LLC discusses how companies can access alternative source of lending and debt capital. Howard is ex-MAN Group, Perella Weinberg, and Vida Capital and spent 25 years mostly in sales roles across these alternative asset management firms. He specializes in complex situations and companies overlooked or not financeable by traditional banks and financing sources. He has developed a network of 250+ lenders, primarily finance companies and oth...
Apr 29, 2024•49 min•Ep. 3
Karus is the AI Engine for consumer auto finance. Co-Founder and CEO Aaron Travis and Co-Founder and COO Jamie Harrison join Asset Backed host/creator Andres Sandate for a discussion of the consumer auto lending space. Aaron and Jamie discuss how Karus products and solutions help consumer auto lenders achieve better financial outcomes with cutting-edge AI tools and data analytics. Consumer auto lenders face numerous challenges including - manual underwriting & app review - unsophisticated lo...
Apr 24, 2024•58 min•Ep. 2
Description of the Asset Backed podcast and what listeners and viewers can expect if they engage and listen or watch. The Asset Backed podcast will feature 1:1 interviews with investors, asset managers, founders, CEOs, and other professionals executing transactions in this $20 trillion dollar market. My name is Andres Sandate and I am the Founder and CEO of Endurance Strategies, LLC. I have spent the past 15 years working in the alternative investment industry and prior to this I was a debt capi...
Apr 12, 2024•16 min•Ep. 1
