Webinar Replay — Hype or opportunity? Making sense of the ABF boom

In this webinar, 9fin US ABF editor Guelda Voin was joined by Aaron Fink, senior managing director and head of asset finance at Centerbridge Partners, Kyra Fecteau, managing director and portfolio manager at Wellington Management, and Ed Goldstein, managing director at i80 Group.

They discussed:

• Why demand for subprime asset-backed exposure linked to the US consumer is as healthy as ever, even as concerns about consumer credit quality mount
• Engineering arbitrage — the surge in RMBS volume in 2026 shows almost insatiable demand for exposure to US home equity, but the route to unlock it for some issuers is complex
• PE squeeze — private equity's struggles have meant secondaries-investor opportunities proliferate, but who pockets the promote, really, and how much does that matter to investors?
• Questionable collateral — where collateral verification stands, one year on from the Tricolor and First Brands meltdowns?