direct origination

1 statements across 1 episodes · 1 bullish · 0 bearish · 1 people on the record · first statement Mar 14, 2024 by Mike Freno · across every show →

Everything said about direct origination, oldest first

Mar 14, 2024 positive

Insight

Freno: Origination sweet spot is capturing complexity premium without extra credit risk

“If you can find ways to get premium from either illiquidity or premium from complexity on assets that you're originating without taking additional credit risk, that's the sweet spot.”

Mike Freno Mar 14, 2024 ▶ 28:15 Mike Freno – Confident Humility at Barings (EP.374)

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direct origination

Everything said about direct origination, oldest first

Turn any episode into a week of clips.