Thought Leadership

 

As expressed in our mission statement, we believe a well-informed, holistic and 360-degree approach to our work empowers us to best meet our clients’ objectives.  In contrast with many established service providers, we seek to offer our clients more than a narrow functional or technical approach typically better suited to the service provider’s objectives than those of its clients.

Accordingly, we at Theatine Partners encourage engagement in the world along multiple planes.  Mr. Shinder is a frequent lecturer, speaker and panelist on business and financial topics, and has written extensively on economic, financial, geopolitical, cultural, and corporate governance-related issues.

Mr. Shinder recently presented at the National Conference on Public Employee Retirement Systems (NCPERS) Funding Forum, held in late August 2022 on the UCLA campus.   His remarks about predicting financial crises centered on the potential for systemic risk ensuing from structural changes in the global financial architecture following the 2008 financial crisis, with a particular focus on the growth of direct lending and related disintermediation of regulated commercial lenders in the allocation of corporate credit.  Presentation materials for the conference can be found here: https://www.ncpers.org/files/Conference%20Docs/PPFF/2022/Predicting%20Financial%20Crisis.pdf

 In October 2022, he was interviewed by the Reorg Research podcast team on the current state of direct lending in the U.S., and whether direct lenders are adequately prepared to work out problem credits in the coming distressed cycle.  A link to the podcast can be found here: https://soundcloud.com/reorg-radio/reorg-radio-americas-direct-lending-industry-prepares-for-possible-distressed-cycle?si=ab49f253dfd44ad785254738076ad446&utm_source=clipboard&utm_medium=text&utm_campaign=social_sharing

 

 

A representative sample of Mr. Shinder’s recent publications includes:


January 2024

What is a Capitalist?, The American Spectator

August 2023

The End of Financial Innovation?, The American Spectator

May 2023

The Banking Crisis and ESG Investing (Risk Talking Podcast), City Journal

March 2023

The Competence Imperative, City Journal

January 2023

The SEC’s New Climate Demands Won’t Fix The Climate, The New York Post

November 2022

FTX: Enron on Steroids, The Hill

October 2022

Justifying Climate Corporatism, City Journal

September 2022

Vilifying PPP Recipients is Disgraceful, The Hill

May 2022

Student Loan Relief Should Come in Bankruptcy Court, The Wall Street Journal

April 2022

Mission Creep at the SEC, City Journal

March 2022

ESG Goes To War, American Greatness

November 2021

Anticipating the Next Financial Crisis, Pensions & Investments

October 2021

ESG Investing May Be In Vogue, But Beware, The Hill

August 2021

Skyrocketing Federal Debt Is a Crisis, The American Spectator

May 2021

Corporatism and Accountability, American Greatness

March 2021

The Unquantified Costs of ‘Fixing’ Income Inequality, The American Spectator

February 2021

GameStop: Pitchfork Populists v. Wall Street?, The American Spectator

January 2021

Capitalists Against Markets, American Greatness

December 2020

On Guardrails: Icarus, Obligations, and Redemption, The American Spectator

November 2020

Four Ways to Reform Regulation and the Administrative State, The Hill

September 2020

The Age of the ‘Unknown Unknowns’, The Wall Street Journal

June 2020

Globalism is Dead - Long Live Globalization, The American Spectator

May 2020

Reopen America - and Repeal the SALT Limitation, The Hill

April 2020

Don't Expect a V-shaped Corporate Restructuring Cycle, The Hill

January 2020

The Davos Crowd Embraces Big Global Government, The Wall Street Journal

September 2019

The Business Roundtable’s Recipe for Confusion, The Wall Street Journal

November 2018

The Coming Crackup in Middle-Market Corporate Credit, Pensions & Investments