Podcasts

[podcast] Where Blue Elephant’s Brian Weinstein is finding opportunity investing in marketplace lending

close

Email a Friend

[podcast] Where Blue Elephant’s Brian Weinstein is finding opportunity investing in marketplace lending

Brian Weinstein of Blue Elephant Capital
Blue Elephant Capital’s Brian Weinstein
What would it take to get a managing director, managing a hundred billion dollars of fixed income assets at BlackRock, to jump ship to a start up asset manager? That’s the question I posed to Brian Weinstein, Chief Investment Officer of Blue Elephant Capital Management. His firm is a quickly growing investor in the peer to peer and direct lending space.

In Brian’s investment universe, the world is starved for yield and addicted to liquidity. When looking for his next investment, Brian and his firm pore through loan portfolios that are accompanied by lots of data to stress test performance assumptions. In his world, banks really ARE good at lending, so he’s looking at spaces where the banks aren’t participating as much in a pursuit for returns.

Brian joins me to discuss how peer to peer investors like him find opportunities by filling in some of the voids left behind by banks. We’ll hear what types of peer and direct lending he’s looking to invest in and what spaces he’s avoiding. We’ll also talk about boat finance. Yes, I said it, boat finance.

Listen to the FULL episode

What you’ll hear on this podcast:

  • Brian’s story of how he got to Blue Elephant: Why Brian left his PM role at BlackRock, managing $100B, to pursue investing in the burgeoning field of marketplace and direct lending
  • The type of research Brian and Blue Elephant conduct to determine the investability in loan portfolios coming out of marketplace and direct lenders
  • What spaces in direct lending Blue Elephant is looking at and which investments it’s staying away from
  • Why Blue Elephant likes the boat finance industry
  • Brian’s view on what banks are really good at and where they aren’t (or don’t participate)
  • Whether institutional investors should take equity positions in the marketplaces they participate in

THIS WEEK’S SPONSORCollective2

This week’s episode of the Tradestreaming Podcast was sponsored by Collective2 — automated trading for humans.

Choose one of the thousands of automated trading strategies at Collective2, and trade it in your brokerage account.

To learn more, go to www.collective2.com/tradestreaming and as a Tradestreaming listener, you will get $55 off the first strategy you publish to Collective2.

MORE RESOURCES

EVEN MORE RESOURCES

Photo credit: Beshef via Visual hunt / CC BY

0 comments on “[podcast] Where Blue Elephant’s Brian Weinstein is finding opportunity investing in marketplace lending”

Payments, Podcasts

What’s Happening in Payments Ep. 7: Adyen’s Brian Dammeir on how to keep up with the shifting payments landscape

  • Brian Dammeir, president of North America at Adyen, joins host Ismail Umar on this week’s podcast.
  • He talks about his experiences at Adyen, the shift in consumer expectations across generations, and the role Adyen wants to play in the future of payments.
Ismail Umar | May 20, 2022
Modern Marketing, Podcasts

The Acquire Podcast Ep. 9: How Oxygen’s new debit loyalty program Elements is winning rebels and change makers

  • Oxygen’s SVP, head of business development and strategic partnerships Ryan Conway, and creative director Sani Gad join us on the Acquire Podcast.
  • ‘You name it, they tried it’ – including a hit summer tune with Megan Thee Stallion.
Rebecca Alma Cohen | May 17, 2022
Podcasts

The Banking Podcast Ep. 18: Faced with a bad market, will financial super-apps-in-the-making revert to what they’re good at?

  • In this episode of Tearsheet's Banking Podcast, your hosts Zack and Josh explore the impact bad markets will have on banking and fintech.
  • Also discussed: banks moving into BaaS models, BNPL regulation, and crypto mortgages.
Zachary Miller | May 16, 2022
Library, Podcasts, Sponsored

Case study: How Intuit’s newest upgrade of Mint helps consumers save on bills and subscriptions

  • In our latest case study, we spoke with Intuit Mint and ApexEdge about how they enable better money decisions and financial wellness.
  • Listen in or read through our conversation with Varun Krishna and Steven McKean about building and launching a partnership that takes PFM further.
Tearsheet Editors | May 16, 2022
Podcasts

The challenges and opportunities for stablecoins in traditional finance with Paxos’ Mike Coscetta

  • There's an acceptance that stablecoins will be the intersection between traditional finance and the new world of blockchain.
  • But is that right? We speak to Paxos' head of revenue, Mike Coscetta to learn more.
Zachary Miller | May 11, 2022
More Articles