Best Gerald Hayes Podcasts (2024)

1
CMBS shocks while solar hopes rise 31:19

2h ago31:19

31:19

What a week it was for European securitization, filled with both encouraging and worrying events for the Another Fine Mezz team to get stuck into. Firstly, host Tom Lemmon stepped into his old European ABS shoes to cover the exciting news that some form of public renewable energy ABS might soon be a reality in Europe. On June 14, Hometree, a UK-bas…

1
Stunning Stellantis leads the way 28:51

2d ago28:51

28:51

Stellantis grabbed the attention of the Another Fine Mezz team this week after pricing a huge €1.2bn Italian auto ABS with investors desperate to get their hands on it. The buzz from Barcelona is still continuing it seems with strong demand for a range of ABS paper, including Nationwide's second 'stock and drop' deal and yet more Italian paper, in …

1
The jam-packed road to Barca 41:48

17d ago41:48

41:48

A jam-packed episode of Another Fine Mezz this week meant a full line-up of podcasters was needed, and they duly delivered. With European securitization reporter, George Smith, away for the last couple of weeks, he was forced to pick his favourite. As ever on the podcast, creativity in the market is rewarded and so it was perhaps unsurprising that …

1
Squeezing out all the tiers 24:37

25d ago24:37

24:37

This week's episode of Another Fine Mezz had a distinctly American flavour to it, owing to CLO reporter, Victoria Thiele's trip to New York and the rapid tightening in the US CLO market. In addition, European securitization reporter, George Smith, was away taking a well-earned rest after his gigantic contribution for GlobalCapital's Global ABS spec…

1
CLO Series: Michael Herzig, First Eagle Alternative Credit 44:12

1M ago44:12

44:12

This week on Another Fine Mezz, securitization editor Tom Lemmon gave usual podcasters George Smith and Victoria Thiele a well-earned rest. That was to make way for Michael Herzig, senior managing director and head of business development at First Eagle Alternative Credit in the first episode of GlobalCapital's CLO series. The US CLO market is back…

1
European CMBS, where the 'M' stands for 'data centre' 13:57

1M ago13:57

13:57

This week on Another Fine Mezz, the spectre of challenging diaries due to time difference meant usual host and securitization editor Tom Lemmon had to miss out. However, European reporters George Smith and Victoria Thiele went on a whirlwind tour of securitization in super quick time. Although it seems some in the market may need to go back to scho…

1
Regs can only get better 30:32

2M ago30:32

30:32

The UK had a lot going on politically with its local and mayoral elections last week, which perhaps explains why the future of UK securitization regulation wasn't on the front page of the nationals. However, for GlobalCapital's team of securitization podcasting hacks on Another Fine Mezz, it certainly was. European securitization reporter, George S…

1
All you can ETF and Santander's big beautiful ABS 28:33

2M ago28:33

28:33

It was another week of 100% attendance from the Another Fine Mezz team, but such was the quality of stories this week, there was a fair bit of bickering over who got to go first. For the starter, European Securitization reporter, George Smith had Santander's mammoth German consumer ABS to discuss, where investors chose to fill up on mezz. Then, the…

1
Deals, deals and downgrades 25:07

2M ago25:07

25:07

A full house again on Another Fine Mezz this week where CLO reporter Victoria Thiele was practically bouncing off the walls with three Euro CLOs to report on. However, host Tom Lemmon didn't quite burst her bubble as much as put into context how small it is with an update on the flood of primary market supply in US CLOs. The question across the Atl…

1
Belmont Green gets its flowers 29:45

2M ago29:45

29:45

This week on Another Fine Mezz, the full podcasting trio was on hand to digest yet another hectic week for European Securitization. First up, ABS reporter, George Smith - with his wonderful new microphone - explained why Belmont Green's buy-to-let RMBS deal took the plaudits amongst a packed field, and even got the GlobalCapital cartoon as reward f…

1
My kingdom for a second lien 17:33

3M ago17:33

17:33

In an admirable effort to bring securitization to the people, George sat down on a Monday morning straight out of a holiday, beard still wild and unkempt, to discuss the latest movements in the ABS and CLO market with Victoria. Unusual activity in the second lien UK RMBS market kept the GlobalCapital reporters busy last week. George dug into the dr…

1
When Altice said and done 24:01

3M ago24:01

24:01

◆ Don't sweat the downgrade ◆ ABS rush ahead ◆ Another Fine Member for the team Three became four this week on everyone's favourite securitization podcast. GlobalCapital's newest reporter Diana Bravo joined the team from New York to say hello and discuss an interesting development in the US solar ABS market. Rating agencies downgraded Altice in the…

1
If I could turn back time (I'd do more credit work) 19:04

3M ago19:04

19:04

Victoria Thiele took on hosting duties for this week's episode of Another Fine Mezz with usual host, Tom Lemmon, off playing golf somewhere. With so many ABS deals in the market, Victoria also had to ease the load on George Smith earlier in the week. But Victoria and George weren't the only ones in need of a little extra time. European ABS investor…

1
The ABS show must go on 25:18

3M ago25:18

25:18

This week's episode of Another Fine Mezz had a certain morning after the night before feel, with Tom Lemmon and Victoria Thiele still a bit fragile from their midweek fun. Fortunately, George Smith had youth on his side to lend a steadier hand. The trio reflected on a bustling (and boozy!) night at GlobalCapital's 2024 European Securitization Award…

1
Recovering from Sin City 22:27

4M ago22:27

22:27

This week on Another Fine Mezz, it was a case one step forward and two back as host Tom Lemmon returned only to find CLO reporter, Victoria Thiele away from her desk and enjoying the beauty of South Korea. With Tom only just back in one piece after SFVegas 2024, there was much to discuss. From spying who's visiting from their European bases, to pay…

1
Good job(s) all around 37:05

4M ago37:05

37:05

As much the three hosts of Another Fine Mezz love talking about deals, this episode is dedicated to the people who make them happen. At the start of a new year, some of our listeners may be thinking about the next steps in their careers, while others are looking to grow their teams. We are very pleased that Edward James, structured finance recruite…

1
Special Episode: SFA’s Michael Bright 30:33

4M ago30:33

30:33

With SFVegas just hours away, Tom Lemmon sat down with Michael Bright, CEO of the Structured Finance Association (SFA) to hear how preparations for the huge annual gathering was going. Around 9,000 attendees expected this year, which means Bright and the team at the SFA are constantly looking improve the offering at the Aria Hotel to keep the secur…

1
Special Episode: Gibson Dunn's Madalyn Miller 46:18

4M ago46:18

46:18

On Another Fine Mezz this week, European reporters George Smith and Victoria Thiele were given a little break while Tom Lemmon gears up for the SF Vegas 2024 conference next week. This episode is the second in the US Securitization mini-series where market participants across the sector discuss their area of expertise, but also how they got there a…

1
Good morning CLOs, all quiet on the ABS front 20:50

4M ago20:50

20:50

Victoria Thiele and George Smith were left to their own devices as Tom Lemmon had the audacity to take a week off, although he still managed to launch a mini series that will supplement the regular Another Fine Mezz episodes in the coming weeks. ABS issuance seemed to be taking a breather after the January rush, but that only gave George the time t…

1
Special Episode: Dv01's Vadim Verkhoglyad 50:00

5M ago50:00

50:00

◆ No need to panic for consumer ABS ◆ Trusting your gut with career opportunities ◆ From the USSR to structured finance This week’s episode of Another Fine Mezz with the full team may have come and gone but this bonus episode, is the first in a mini-series where global securitization editor Tom Lemmon, talks to market participants from across US Se…

1
Volkswagen's green crash 19:29

5M ago19:29

19:29

◆ VW misses ESG deadline ◆ Good times for ABS ◆ CLO triple-A funds fear fall from power All three podcasters were reunited once again after a good week all around. While Tom tried the best burger in NYC (second best, everyone knows Corner Bistro is the best - Ed) and Victoria had reason to feel famous, George held the Big Car to account. Volkswagen…

1
Push it to the (spread) limit 18:36

5M ago18:36

18:36

This week's episode of Another Fine Mezz was a tale of determination, of squeezing every last drop you have left. Firstly, the clouds look to be finally clearing for UK buy-to-let (BTL) lenders, leading OneSavings Bank subsidiary Charter Court to drive its latest UK BTL RMBS tighter. Then in European CLOs, managers continued to take advantage of st…

1
No ECB, no problem 18:35

5M ago18:35

18:35

Another week, another episode of Another Fine Mezz with a man down as Tom Lemmon faced yet more roadblocks on his path to being a complete US employee. Back in London, Victoria Thiele stood in as host to proudly proclaim herself as a dark horse for securitization podcast host of the year. As the newest jet-setter in the podcasting trio, George Smit…

1
Of crawlers and sprinters 22:07

5M ago22:07

22:07

◆ Europeans want UK RMBS ◆ ESMA perplexes investors ◆ CLO amortisation: a vanishing act Just two weeks into the year and Another Fine Mezz is one man down. The cold, the jet lag and a US bank holiday conspired to take Tom Lemmon out; leaving Victoria Thiele and George Smith to discuss the latest in European securitization between themselves. With d…

1
Back in fashion: Permms and moustaches 25:05

6M ago25:05

25:05

With 2024 upon us, the Another Fine Mezz team are calling this week's episode the first of season 2. All three of Tom Lemmon, Victoria Thiele and George Smith were recording this week, while George was particularly needed after a rapid start to the new year in UK prime RMBS. Lloyds' Permanent deal also got a rather snazzy cartoon for George to brag…

1
EU ABS dreams of a green Christmas 13:36

6M ago13:36

13:36

In the last episode before Christmas, George Smith and Victoria Thiele discuss why Europe’s ESG securitization issuers are still feeling upbeat despite the lack of a clear ‘greenium’. Tom Lemmon was off this week, hopefully brushing up on his golf skills, after George Smith’s exploits at the GlobalCapital Christmas party put his status as Another F…

1
The robots are coming for ABS jobs 20:39

7M ago20:39

20:39

This week's episode of Another Fine Mezz went all Sci-Fi thanks to reporters George Smith and Victoria Thiele. Intrigued by some survey data on the use of tools like ChatGPT, the question was whether artificial intelligence could start becoming more widely used in securitization and CLOs. It's unclear exactly how it'll be used and whether avid list…

1
CLO performance, ABS outlooks... and chicken wings 23:11

7M ago23:11

23:11

Host Tom Lemmon retuned for this week's episode of Another Fine Mezz, while reporters Victoria Thiele and George Smith were well-recovered from their midweek escapades with some unnamed contacts. It seems European CLO investors are feeling pretty happy with themselves after a successful year where the asset class outperformed a number of competitor…

1
To C or not to C 18:16

7M ago18:16

18:16

With Tom Lemmon off giving thanks for a conveniently timed move to New York, Victoria Thiele and George Smith held the fort on this week’s episode of Another Fine Mezz. Over the week, George and Tom had done a deep dive into Nationwide’s ‘stock and drop’ tactic for speeding up RMBS distribution, briefly mentioned on the previous episode. George exp…

1
Lock, stock and... drop 20:32

7M ago20:32

20:32

On this week's episode of Another Fine Mezz, reporters George Smith and Victoria Thiele put up with a rather exhausted and jet lagged host, Tom Lemmon. Arini priced its long-awaited debut European CLO but as is becoming the norm for new entrants into the market, both in Europe and the US, the firm had to pay a slight premium. However, that in itsel…

1
Time is of the essence for funds and reformers 24:21

7M ago24:21

24:21

This week's episode of Another Fine Mezz saw GlobalCapital's Tom Lemmon host from the comfort of his home in London for the final time, at least this year as he boards a plane to New York City. European ABS reporter George Smith was a little under the weather, but CLO reporter Victoria Thiele stepped up to take the limelight and explain how raising…

1
Are we heading for New York on Thames? 20:14

8M ago20:14

20:14

It was back to normal for this week’s episode of Another Fine Mezz as Tom Lemmon welcomed back reporters Victoria Thiele and George Smith. With market activity drifting towards hibernation, that normally means it’s time for regulators to take centre stage. And so, the UK’s Prudential Regulation Authority (PRA) did, with its consultation paper on se…

1
ABS rat race descends upon Miami 21:47

8M ago21:47

21:47

In this week's episode of Another Fine Mezz, Tom Lemmon reported from Miami at IMN and FIIN's ABS East 2023 conference, while the usual suspects, Victoria Thiele and George Smith, were given a well-earned rest. Jennifer Thomas, vice president and portfolio manager at investment firm Loomis Sayles joined the podcast in between her hectic schedule as…

1
It was a dark and stormy week 17:24

8M ago17:24

17:24

Tom Lemmon had his head in the clouds this week as he took off for Miami (if you’re at ABS East, get in touch for a meeting). So, it was up to Victoria Thiele and George Smith alone to discuss European securitization. Equity release mortgages have been securitized in mostly private transactions for a long time, but George has heard good reasons why…

1
Why did the banker fall off his chair? 19:52

8M ago19:52

19:52

Over the past week, host Tom Lemmon has (almost) come to terms with being the wrong side of 30, and is ready to apply the wisdom of old age to European Securitization with reporters George Smith and Victoria Thiele. BPCE's prime French RMBS shocked bankers this week, but George Smith thinks it might be a sign that the market can finally move on fro…

1
Ares leads private credit’s push into ABS 38:40

9M ago38:40

38:40

For this week’s episode of Another Fine Mezz, Tom Lemmon was joined by Ares Management’s co-head of alternative credit, Joel Holsinger to discuss the Private Credit Summit at ABS East 2023. Ares are one of a number of private credit firms set to descend on Miami in two weeks’ time. Holsinger, also a keynote speaker at the conference, explained why …

1
From Berlin to Miami 34:25

9M ago34:25

34:25

This week's episode of Another Fine Mezz was something of an international tour with a wrap of the annual TSI Congress in Berlin and a discussion about the upcoming ABS East conference in Miami. European ABS reporter George Smith was in Berlin last week and with the help of European CLO reporter (and German national) Victoria Thiele, discussed why …

1
Tiers, tiers and more tiers 24:15

9M ago24:15

24:15

By Gerald Hayes

1
Full steam ahead for European ABS 34:43

9M ago34:43

34:43

With GlobalCapital's CLO reporter Victoria Thiele taking in the last of the summer holidays, remaining podcast presenters George Smith and Tom Lemmon were left considering taking the show in a new creative direction. Away from team politics, the European ABS market continues to fire. Curiously, it seems the mezzanine notes are getting considerably …

1
No rest for the wicked 22:37

10M ago22:37

22:37

Bleary-eyed, European ABS reporter George Smith returned for this week's episode of Another Fine Mezz after the birth of his first child three weeks ago. However, there was no gentle easing in as the European securitization market kicked into gear with a flurry of issuance. In particular, prime UK RMBS continued its resurgence with Principality Bui…

1
Green RMBS leads the pride 22:03

10M ago22:03

22:03

At one point last week, Another Fine Mezz host Tom Lemmon worried he might be recording a podcast all alone as his colleagues got their last bits of summer holidays (and paternity leave) completed. However, CLO reporter Victoria Thiele was on hand to save the day. It was a timely intervention as the European ABS market reopened with 8 deals enterin…

1
Isn't SRT lovely 26:10

10M ago26:10

26:10

Another Fine Mezz remains only two thirds full as European ABS reporter George Smith enjoys fatherhood and sleep deprivation. Thankfully, securitization deputy editor Tom Lemmon was kept company by European CLO reporter Victoria Thiele. European Significant risk transfer (SRT) is set for another record year in 2023 after various regulatory disaster…

1
The equity strikes back 27:38

10M ago27:38

27:38

For this week's episode of Another Fine Mezz, securitization deputy editor Tom Lemmon is kept company by European CLO reporter Victoria Thiele as European ABS reporter George Smith is off to become a Dad. In the US, specialist CLO equity funds believe they're "winning the argument" as limited partners (LPs) who invest in the manager-retained equity…

1
Ain't no mountain (of debt) high enough 22:57

11M ago22:57

22:57

For this week's episode of Another Fine Mezz, securitization deputy editor Tom Lemmon returned from his holidays (and golfing misery) to host, while all in the GlobalCapital stable are hoping this episode will be ABS reporter George Smith's last before he takes a breather to become a father. Patrick Drahi, founder of telecom and media giant Altice …

1
New power for the PRA, new life for CLOs 20:40

11M ago20:40

20:40

Regular podcast host Tom Lemmon was away for another week, but Victoria Thiele and George Smith held the fort and put together a brand-new episode of Another Fine Mezz. The UK government is handing the power to make securitization rules over to the FCA and PRA. Market participants are pleased by the prospect of speedier processes and speculate abou…

1
Japanese whales and US gatecrashers 18:46

11M ago18:46

18:46

One week into the new and improved second life of Another Fine Mezz, host Tom Lemmon is taking a well-deserved holiday. Markets never stop, of course, and so Victoria Thiele and George Smith sat down to discuss the biggest stories in European Securitization, as well as some interesting bits and pieces that were not featured in GlobalCapital article…

1
Return of the Mezz 23:01

11M ago23:01

23:01

After a long hiatus, GlobalCapital's dedicated securitization podcast, Another Fine Mezz makes its return. The podcast also underwent a mini makeover, with two more reporters joining Tom Lemmon to discuss the biggest stories of the week in European securitization. Middle-market CLOs in Europe are struggling to get off the ground with the companies …

1
Viva SF Vegas 33:20

1+ y ago33:20

33:20

GlobalCapital's dedicated securitization podcast, Another Fine Mezz, makes its long awaited return as market participants from across the world gather for SF Vegas 2023. Michael Bright, the Structured Finance Association's CEO, joined GlobalCapital's Tom Lemmon to discuss what to see at the conference, what the tone will be after the rollercoaster …

1
The end of the CLO party 34:27

2y ago34:27

34:27

Welcome to the second episode of Another Fine Mezz, GlobalCapital’s new podcast about securitization where we explore the most pressing issues in the market with some its most senior figures. In this episode we take a dive into the CLO markets in the US and Europe. 2021 was a bumper year for CLOs with record issuance in both markets. 2022 however, …

1
Barcelona: it was the first time that we met 29:58

2y ago29:58

29:58

Welcome to Another Fine Mezz, GlobalCapital’s new podcast about securitization where we explore the most pressing issues in the market with some of its most senior figures. Global ABS, the biggest securitization conference in Europe, is returning to Barcelona on June 14 for the first time since 2019. Everyone who’s anyone in European securitization…

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