As noted in our Day 1 Recap, ABS East hit a record attendance this year with over 7,000 attendees and more than 150,000 meetings scheduled. This was evident in the activity surrounding the panels, hallway traffic, filled exhibit halls, and bustling events. There were 19 panels on a variety of structured finance topics during Day 2 (see Figure 1). Below is a recap of some of the asset-specific panels.
Everything, Everywhere, All at Once: Investors' Perspectives on Public vs. Private Convergence
Panelists explored the evolving dynamics between private credit markets and public structured finance, focusing on whether the rapid growth of private transactions is introducing hidden leverage and increasing transparency risks. While several recent credit events were acknowledged, most panelists agreed that these appeared idiosyncratic rather than indicative of systemic…