LibreMax Capital

In recent years, Liability Management Exercises (LMEs) and related creditor-on-creditor violence have become typical in the broadly syndicated loan and high-yield bond markets. By contrast, the structured credit market has not experienced corresponding LMEs or the related creditor violence. What are the reasons for such a notable difference?

LibreMax Capital's Chief Investment Officer,?Greg Lippmann, sat down with?Keith Black, PhD, CFA, CAIA, FDP, CDAA of?RIA Channel?to discuss how the lessons from “The Big Short” continue to shape today’s securitized credit markets. In this insightful conversation, Greg dives into the evolution of regulations post-GFC and their impact on credit markets, opportunities in structured credit for today's investors and how?LibreMax Capital helps clients navigate the evolving landscape. Watch the full interview?here:?https://lnkd.in/gkyzmVPJ #Investing #StructuredCredit #CMBS #ABS #SecuritizedCredit #TheBigShort #CreditMarkets

We’re pleased to announce that LibreMax Capital has been shortlisted for this year’s Alternative Credit Awards in the “Performance sub $1bn” category, for the firm’s Dislocation Fund. The shortlist and winners will be decided by Alternative Credit Investor’s editorial team and a panel of independent judges. The awards are judged on the applicants' achievements over the past 12 months, the track record and expertise of the team, and their impact on the alternative credit industry. The performance award also considers returns. The winners for each category will be announced on Wednesday, November 6 during the Alternative Credit Awards event, hosted by Alternative Credit Investor, at the Royal Lancaster in London. Additional information, including the full list of categories, methodology, and finalists, can be found here: https://lnkd.in/es7Dq3Dt Past performance should not be construed as an indicator of future performance.

LibreMax Capital?is pleased to announce that we have partnered with?iCapital?to expand access to securitized products and asset-backed finance. Through iCapital Marketplace, wealth managers and financial advisors globally can now offer their clients access to LibreMax's investment strategy. ? “We are pleased to partner with iCapital to bring LibreMax’s investment strategy to a new cohort of investors seeking portfolio diversification.?In today’s environment, we believe that securitized credit presents attractive fundamentals and value relative to high yield and investment grade corporate credit.” – LibreMax Founder and Chief Investment Officer?Greg Lippmann ? iCapital Marketplace connects wealth managers with a broad selection of alternative investments from leading asset managers – all on one platform. Read the full announcement here:?https://lnkd.in/gWEhrp7u ? #iCapital #AlternativeCredit #SecuritizedProducts #ABF #AssetBackedFinance

Concerns regarding the stability of Single Asset Single Borrower (SASB) CMBS are making waves. Does this signal a broader issue or a reaffirmation of SASB's unique strengths? Read our perspective below.

Greg Lippmann?Founder and Chief Investment Officer of?LibreMax Capital, recently sat down with?Anastasia Amoroso?of?iCapital?to discuss the importance of securitized products in financing American consumers and providing diversification in an investment portfolio, and the attractiveness of structured credit in today’s macro environment. Watch some highlights of the interview below.

Delinquencies in credit cards and autos have been increasing. Related media coverage often includes an alarmist “highest since the GFC” reference. Are ABS structures designed to withstand current delinquencies? And are current delinquencies a sign that robust consumer credit performance is under threat? Read our perspective below. #ConsumerCredit #EconomicIndicators #MarketTrends

Delinquencies in credit cards and autos have been increasing. Related media coverage often includes an alarmist “highest since the GFC” reference. Are ABS structures designed to withstand current delinquencies? And are current delinquencies a sign that robust consumer credit performance is under threat? Read our perspective below. #ConsumerCredit #EconomicIndicators #MarketTrends

Office has become a focal point for industry-wide repricing, but has the market correctly adjusted? Is CMBS presenting a newfound opportunity, or are we on the cusp of further disruptions? Read our perspective below. #MarketAnalysis #RealEstateTrends #InvestmentOpportunities #CommercialRealEstate #CMBS

Office has become a focal point for industry-wide repricing, but has the market correctly adjusted? Is CMBS presenting a newfound opportunity, or are we on the cusp of further disruptions? Read our perspective below. #MarketAnalysis #RealEstateTrends #InvestmentOpportunities #CommercialRealEstate #CMBS