Shadow Banking. Shadow Bankers Asset management firms Bank holding companies Banks, investment Banks, traditional Companies, public Companies, private.

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Presentation transcript:

Shadow Banking

Shadow Bankers Asset management firms Bank holding companies Banks, investment Banks, traditional Companies, public Companies, private Exchange-traded funds Hedge funds Insurance companies Money market funds Municipalities Mutual funds Pension plans Private equity firms Securities dealers Securities lenders Securitizing firms Sovereign wealth funds University endowments Fannie Mae and Freddie Mac Federal Home Loan Banks Federal Reserve and other central banks

Five steps of shadow banking 1. Make loans. 2. Make securities. 3. Sell securities. 4. Insure securities. 5. Keep securities to lend and repo.

Six shadow banking transactions 1. Asset-backed securities - ABS 2. Collateralized debt obligations - CDO 3. Asset-backed commercial paper - ABCP 4, Credit default swaps - CDS 5. Securities lending - SecLend 6. Repurchase agreement - Repo

Steps of shadow banking 1. Make loans. 2. Make securities. 3. Sell securities. 4. Insure securities. 5. Keep securities to lend and repo. Transactions of shadow banking 1. Asset-backed securities - ABS 2. Collateralized debt obligations - CDO 3. Asset-backed commercial paper - ABCP 4, Credit default swaps - CDS 5. Securities lending - SecLend 6. Repurchase agreement - Repo

Shadow bank lending Aircraft leases Auto loans Auto leases Commercial real estate Computer leases Consumer loans Credit card receivables Equipment leases Equipment loans Franchise loans Healthcare receivables Health club receivables Home equity loans Insurance receivables Intellectual property cash flows Manufactured housing loans Mortgages, commercial Mortgages, residential Motorcycle loans Music royalties RV loans Small business loans Student loans Trade receivables Time share loans Tax liens Viatical settlements From “Securitization” by Yale University professors Gary Gorton and Andrew Metrick.

Steps of shadow banking 1. Make loans. 2. Make securities. 3. Sell securities. 4. Insure securities. 5. Keep securities to lend and repo. Securitizing firms -Conduit -Special purpose entity - SPE -Special purpose vehicle - SPV -Structured investment vehicle - SIV -Trust -Variable interest entity - VIE Transactions of shadow banking 1. Asset-backed securities - ABS 2. Collateralized debt obligations - CDO 3. Asset-backed commercial paper - ABCP 4, Credit default swaps - CDS 5. Securities lending - SecLend 6. Repurchase agreement - Repo

“Quick. Take my security and give me money.”

Shadow bankers Asset management firms Bank holding companies Banks, investment Banks, traditional Companies, public and private Exchange-traded funds Hedge funds Insurance companies Money market funds Municipalities Mutual funds Pension plans Private equity firms Securities dealers Securities lenders Securitizing firms Sovereign wealth funds University endowments Fannie Mae and Freddie Mac Federal Home Loan Banks Federal Reserve and other central banks Steps of shadow banking 1. Make loans. 2. Make securities. 3. Sell securities. 4. Insure securities. 5. Keep securities to lend and repo. Transactions of shadow banking 1. Asset-backed securities - ABS 2. Collateralized debt obligations - CDO 3. Asset-backed commercial paper - ABCP 4, Credit default swaps - CDS 5. Securities lending - SecLend 6. Repurchase agreement - Repo Shadow bank lending Aircraft leases Auto loans Auto leases Commercial real estate Computer leases Consumer loans Credit card receivables Equipment leases Equipment loans Franchise loans Healthcare receivables Health club receivables Home equity loans Insurance receivables Intellectual property cash flows Manufactured housing loans Mortgages, commercial Mortgages, residential Motorcycle loans Music royalties RV loans Small business loans Student loans Trade receivables Time share loans Tax liens Viatical settlements Securitizing firms -Conduit -Special purpose entity - SPE -Special purpose vehicle - SPV -Structured investment vehicle - SIV -Trust -Variable interest entity - VIE To Recap