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James Fellus on High-Yield Fixed Income Through MCA Syndication | Modern Investing Podcast

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Manage episode 429677482 series 3550401
Content provided by Sidepocket Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sidepocket Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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In this episode, we sit down with James Fellus, a veteran investor and owner of one of the largest private Merchant Cash Advance (MCA) funding firms in the U.S., facilitating over $1 billion in deals each year.

With more than 30 years of experience in financial markets, James shares a behind-the-scenes look at how high-yield fixed-income opportunities can be found through MCA syndication and alternative lending. He unpacks:

  • The mechanics of MCA investing—and how it differs from traditional lending
  • Why MCA syndication can generate double-digit returns
  • How his firm evaluates a business’s cash flow and credit profile in real time
  • Risk management principles that have helped his firm grow in volatile markets
  • Why diversified portfolios that include real estate, equities, and private credit are essential for long-term wealth

“If you're looking for real returns, you've got to be willing to look beyond Wall Street.”

This episode is a must-listen for investors exploring passive income strategies, and for entrepreneurs considering non-traditional funding to support growth.

About James Fellus:
James Fellus is the founder of one of the largest private funders of Merchant Cash Advances in the U.S., with over $1 billion in annual funding volume. With three decades of experience across asset classes—including equities, real estate, and alternative lending—James brings deep expertise in both investor strategy and small business capital deployment.

Known for his rigorous underwriting, operational acumen, and ability to scale high-yield investment vehicles, James is a sought-after voice in the alternative finance ecosystem. He’s passionate about helping business owners access working capital fast—and enabling investors to share in the upside of this growing asset class.

Click Here to Check Out Our Upcoming Online
Investing Events

About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com

  continue reading

63 episodes

Artwork
iconShare
 
Manage episode 429677482 series 3550401
Content provided by Sidepocket Financial. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Sidepocket Financial or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Message the Host

In this episode, we sit down with James Fellus, a veteran investor and owner of one of the largest private Merchant Cash Advance (MCA) funding firms in the U.S., facilitating over $1 billion in deals each year.

With more than 30 years of experience in financial markets, James shares a behind-the-scenes look at how high-yield fixed-income opportunities can be found through MCA syndication and alternative lending. He unpacks:

  • The mechanics of MCA investing—and how it differs from traditional lending
  • Why MCA syndication can generate double-digit returns
  • How his firm evaluates a business’s cash flow and credit profile in real time
  • Risk management principles that have helped his firm grow in volatile markets
  • Why diversified portfolios that include real estate, equities, and private credit are essential for long-term wealth

“If you're looking for real returns, you've got to be willing to look beyond Wall Street.”

This episode is a must-listen for investors exploring passive income strategies, and for entrepreneurs considering non-traditional funding to support growth.

About James Fellus:
James Fellus is the founder of one of the largest private funders of Merchant Cash Advances in the U.S., with over $1 billion in annual funding volume. With three decades of experience across asset classes—including equities, real estate, and alternative lending—James brings deep expertise in both investor strategy and small business capital deployment.

Known for his rigorous underwriting, operational acumen, and ability to scale high-yield investment vehicles, James is a sought-after voice in the alternative finance ecosystem. He’s passionate about helping business owners access working capital fast—and enabling investors to share in the upside of this growing asset class.

Click Here to Check Out Our Upcoming Online
Investing Events

About Sidepocket:

If you don't have the time to professionally trade and are tired of being at the whim of the market's ups and downs, consider using Sidepocket to automate investing.

Sidepocket monitors the markets 24/7 and automatically rebalances your holdings each month. To maximize returns while protecting against loss.

That's why Sidepocket applies sophisticated quantitative methods, including tactical asset allocation to systematically minimize these drawdowns and consistently protect and grow your hard earned savings.

To learn more, visit www.sidepocket.com

  continue reading

63 episodes

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