The CLO Investor Podcast

Greg Borenstein, Portfolio Manager of Ellington Credit Company, ticker: EARN, joins The CLO Investor podcast to discuss EARN's conversion from a morgage REIT, the backdrop for CLO equity and mezzanine, and why CLO equity captive funds are negative for the CLO market.

Mike Hatley, Senior Advisor at Rothschild & Co., joins The CLO Investor podcast to discuss a brief history of CLOs and various downturns in the loan market.

Sean Griffin, CEO at the LSTA, joins The CLO Investor podcast to discuss regulatory wins that the LSTA has had and what key issues they are focused on today.

Jonathan Horowitz, Partner & Head of Structured Liabilities at Fortress Investment Group, joins the CLO Investor Podcast to discuss the pros and cons of using bank leverage vs. CLOs, credit trends in broadly syndicated and private credit loans, and the lack of new issue loan supply in general.

Alex Navin, Managing Director, Performance Trust Capital Partners, LLC, joins The CLO Investor podcast to discuss the year for CLO equity on multiple fronts: leveraged loan defaults, spread compressions, potential Fed Rate cuts, and the growth in CLO debt EFTs.