Sean Griffin, Executive Director 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.
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43:13
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43:13
#25, Jonathan Horowitz, Partner & Head of Structured Liabilities, Fortress Investment Group
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.
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41:09
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41:09
#24, Alex Navin, Managing Director, Performance Trust Capital Partners, LLC
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.
Melissa Brady, Senior Director at Alvarez & Marsal, joins The CLO Investor podcast to discuss the performance of private credit loans, why some credit managers may have different marks than others, and other trends in private credit.
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44:06
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44:06
#22, Amir Vardi, Head of Structured Credit, UBS Asset Management
Amir Vardi, Head of Structured Credit at UBS Asset Management, joins The CLO Investor podcast to discuss CLO market inefficiencies, CLO debt versus CLO equity, CLO modeling assumptions, and the economics of CLOs managed by newer market participants.
The CLO Investor Podcast with Shiloh Bates features an in-depth look at the Collateralized Loan Obligation market. Shiloh Bates is the Chief Investment Officer at Flat Rock Global, and author of CLO Investing with an Emphasis on CLO Equity and BB Notes, discusses CLO basics, from "what is a CLO?" to "how do CLOs work?", reviews relevant topics in the CLO industry, and interviews key market players. Learn more about Flat Rock Global at FlatRockGlobal.com and follow us on LinkedIn at https://www.linkedin.com/company/flat-rock-global-llc/.