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The Freshly Squeezed Podcast

Podcast by ARC Analytics

English

Business

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About The Freshly Squeezed Podcast

The Freshly Squeezed Podcast by ARC Analytics is hosted by Tom Lemmon. It’s a fast, informative and engaging interview with the most interesting people in structured finance. Alongside the Freshly Squeezed ABS Newsletter, the aim is to provide you with everything you need to stay up to date in securitization. The podcast will hear from Bankers, Investors, Originators and a range of other market participants, including trade associations, lawyers and regulators. If you’d like to be a future guest, email tom.lemmon@arcriskgroup. To learn more about ARC Analytics, go to www.arcanalytics.com ARC Analytics is part of ARC Risk Group, which also owns ARC Ratings.

All episodes

15 episodes

episode Barend Van Drooge - PGGM artwork

Barend Van Drooge - PGGM

In this episode of the Freshly Squeezed Podcast, Tom Lemmon is joined by Barend Van Drooge, Head of Credit Risk Sharing at PGGM, the Dutch pension fund service provider, and one of the most experienced investors in the SRT market. Ahead of Outvie's Dutch Securitisation Conference, they explore how the SRT landscape has evolved over the past decade, PGGM’s investment philosophy, and the role of innovation and regulation in shaping the market. The conversation also dives into emerging asset classes, the push toward standardisation, and how SRT compares to other private credit strategies from a risk-return perspective. Barend shares key lessons from navigating recent market cycles and offers his outlook on the future of credit risk transfer. This episode is in partnership with Outvie.

20 Mar 2026 - 25 min
episode Rob Koning - Dutch Securitisation Association artwork

Rob Koning - Dutch Securitisation Association

In the latest episode of the Freshly Squeezed Podcast, host Tom Lemmon speaks with Rob Koning, Director of the Dutch Securitisation Association. Recorded in partnership with Outvie — with its Dutch Securitisation Conference taking place on 24 March in Amsterdam — the episode looks ahead to the event and the key themes likely to shape discussions. The Dutch public securitisation market has seen a mini resurgence in early 2026, with several deals successfully placed. Rob shares his outlook for the remainder of the year and discusses which markets are likely to drive Dutch issuance. Another major topic for market participants is the future of the EU Securitisation Regulation, with reforms currently under consideration by the European Parliament.

12 Feb 2026 - 21 min
episode Harry Noutsos - PCS artwork

Harry Noutsos - PCS

On the latest episode of the Freshly Squeezed Podcast, host Tom Lemmon sat down with another member of the PCS team, Harry Noutsos, the Chief Transformation Officer. Of all the podcast guests so far, Harry has one of the longest and most varied careers, beginning his career as a research analyst at Credit Suisse before moving onto modelling. He then worked for Bank of America in structuring and origination, and held similar but more senior roles at Santander. In 2011, he joined ING's treasury team to become Head of ABS and part of a core team responsible for over €100bn of the liquidity portfolio of the bank, before finally joining PCS in 2021. With such a fascinating career journey, this episode explored the skills that Harry developed to become a leader in structured finance and how the attitude of continuous learning has shaped him as a person.

8 Jan 2026 - 36 min
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En fantastisk app med et enormt stort udvalg af spændende podcasts. Podimo formår virkelig at lave godt indhold, der takler de lidt mere svære emner. At der så også er lydbøger oveni til en billig pris, gør at det er blevet min favorit app.
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