The Sustainability of Re performing Notes
Manage episode 200809345 series 2131124
BawldGuy audio with Jeff Brown and our guest Dave Van Horn.
http://bawldguyinvesting.com/wp-content/uploads/2015/04/0014_BawldGuyAudio_JeffBrown_DaveVanHorn_TheSustainabilityOfRe-PerformingNotes.mp3
Topics:
1. What type of re-default rates do you see?
2. How come it’s lower for specialty servicers vs. banks?
3. What’s unique about your asset managers and their workout process?
4. Why don’t banks do what you do?
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