Sorry just checked back on it - I was wrong... Yeah in the August webinar he mentioned how he was talking to a big 4 guy who said you need a "Debt Red Sea".
In the 1-Sept webinar in Q and A someone asked him about debt warehouse and he said "not a single institution play". Whatever that means, I remember someone on HC back then inferred that meant it wasn't big 4 (but i dunno).
Sorry just checked back on it - I was wrong... Yeah in the...
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