[📄] Collateral Onboarding Call #21: RWA 2020 Wrap-up & RWA-2021 + 3 Asset Originators - Wednesday, December 16 18:00 UTC

[juanjuan]

“Is there a character limit in the title field?”

Time in your local-timezone format:

2020-12-16T18:00:00Z

Dial In Details

Zoom Call
Passcode: RWA-WG

Intro

An open discussion where we discuss projects and potential assets for MCD, open for anyone to join.

If you’d like to present, check out this thread

Agenda

Intro

by @juanjuan

RWA Comment

by @sebventures

• Progress Summary
• Next steps

Centrifuge

• Progress during 2020
• 2021: Objectives and Roadmap

Harbor Trade Credit

(https://harbortradecredit.com/)

• MIP6: https://forum.makerdao.com/t/htc-drop-mip6-application-harbor-trade-credit-drop-short-term-trade-receivables/3502)

Peoples Company

(https://peoplescompany.com/)

• MIP6: https://forum.makerdao.com/t/p1-drop-mip6-application-peoples-company-drop-us-agricultural-real-estate/5518

Fortunafi

(https://www.fortunafi.com/)

See you there!

attn: @SebVentures ; @amyjung; @blimpa ; @_LS ; @spin ; @Primoz ; @mrabino1 ; @alexis ; @ElProgreso ; @g_dip

[blimpa]

Collateral Call Summary - Episode #21

December 17th, 2020

Agenda

• 00:00: Intro with Juan Guillén
• 00:56: RWA status update with Sébastien Derivaux
• 03:54: Centrifuge update with Lea Schmitt
• 09:40: Harbor Trade Credit with Blake Coler-Dark, Rana S. Mookherjee, Bryan Maloney and Martin
• 20:54: Q&A and Discussion about Harbor Trade Credit
• 32:57: Peoples Company with Mark Moore and Bruce Sherrick
• 50:04: Fortunafi with Nick Garcia

Video

https://www.youtube.com/watch?v=6R3Px59h2z4

Introduction

Juan Guillén

Agenda and Preamble

00:00

• Welcome to the last Collateral Onboarding Call of 2020, in this case RWA. We are very excited about everything that happened in this last couple of months.
• @sebventures is going to be speaking about that.
• After that we’re going to have an introduction by @LS_ from Centrifuge
• Then we’re going to have three assets originators talking about the product: Harbor Trade Credit, Peoples Company and Fortunafi.
• Discussions about collateral happen in the Forum.

RWA status

• Posts tagged real-world-assets

Sébastien Derivaux

Presentation

00:56

Centrifuge update

• Centrifuge: Onboarding RWA Backed Collateral to MCD

Lea Schmitt

Presentation

03:54

Harbor Trade Credit

• [HTC-DROP] MIP6 Application: Harbor Trade Credit DROP: Short Term Trade Receivables

Blake Coler-Dark, Rana S. Mookherjee, Bryan Maloney and Martin

Presentation

09:40

Discussion

• 20:54 - Lea: Can you share a little bit on what pool size you’re working on and what you intend to originate in the next six to twelve months? What are your plans to grow it?
• 23:38 - Lea (reading from chat): Can you introduce where they fit and how they intereact with the actors of the value chain, freight carriers, customs, et cetera?
• 25:33 - Gregory Di Prisco: Where do you demonstrate your underwriting standards and how can the Maker holders keep track of that?
• 27:55 - Gregory Di Prisco: What level of visibility would the Maker holders have into that through a Tinlake? Can we click on an individual loan and see all the details that you just described to me?
• 29:28 - Gregory Di Prisco: Do we have an approval mechanism for new loans entering the pool? How do we know that a horribly rated company is not going to be pushed into the pool? What’s the blocker mechanism there?
• 32:24 - Juan Guillén: How often are the prices updated?

Peoples Company

• [P1-DROP] MIP6 Application: Peoples Company DROP: US Agricultural Real Estate

Mark Moore and Bruce Sherrick

Presentation

32:57

Fortunafi

Nick Garcia

Presentation

Discussion

59:30 - Jason Jones: Is the profile of the companies that you try to fund mostly high-recurring revenue-type companies?
01:00:14 - Phil: How do you define the sell-off price, the 1x-3x?

Closing Comment

Juan Guillén

Outro

01:01:47

• I want to be mindful of people’s times. Let’s keep the conversation going in the forum. I think all your names are there. I don’t know, Seb, if you want to mention something before closing (01:02:08). Thanks again to Harbor Trade, Fortunafi and Peoples Company. It was great having you guys. See you next year and have a great holiday.

Credits

• @blimpa produced this summary.
• Everyone who spoke and presented on the call, listed in the headers.

[juanjuan]

Bump for visibility.

[bcd]

Great meeting with unique RWAs - thank you. Happy holidays everyone!

[amyjung]

Great wrap up - Recording is up!

RWA 2020 Wrap-up & RWA-2021