PodcastsBusinessThe CLO Investor Podcast

The CLO Investor Podcast

Shiloh Bates
The CLO Investor Podcast
Latest episode

33 episodes

  • The CLO Investor Podcast

    #33, Drew Sweeney, Co-Head of Global Credit, TCW

    30/03/2026 | 46 mins.
    Drew Sweeney, Co-Head of Global Credit of TCW, joins The CLO Investor podcast to discuss loans to software businesses at a time when AI-displacement risk is elevated. We discuss the question of if declining software valuations and cash flows will be severe enough to impair first lien loans.
  • The CLO Investor Podcast

    #32, John Kim, CEO and Co-Founder, Reckoner Capital

    06/03/2026 | 43 mins.
    John Kim, CEO and Co-Founder of Reckoner Capital, joins The CLO Investor podcast to discuss the launch of innovative CLO ETFs, including leveraged and reinvesting structures. The conversation also covers broader trends in the CLO market, risk considerations, and how institutional and retail investors may think about CLO debt today.
  • The CLO Investor Podcast

    #31, Serhan Secman, Global Head of CLOs, Napier Park

    20/02/2026 | 53 mins.
    Serhan Secman, Global Head of CLOs at Napier Park, joins The CLO Investor podcast to discuss the CLO investing business, inefficiencies in the market and the three factors that negatively effected CLO equity in 2025.
  • The CLO Investor Podcast

    #30, Shiloh Bates, 2025 CLO Recap

    27/01/2026 | 17 mins.
    Shiloh Bates, the Chief Investment Officer of Flat Rock Global, provides a concise recap of the 2025 CLO market. This episode breaks down record issuance, strong CLO debt performance, and the headwinds that weighed on CLO equity.
  • The CLO Investor Podcast

    #29, Brad Larson, Head of U.S. Global Credit Financing, CIBC

    13/01/2026 | 47 mins.
    Brad Larson, Head of US Global Credit Financing at CIBC, joins The CLO Investor podcast to discuss the opportunity he saw in CLOs in 2010, what creates a good CLO banking team, and why CLOs are easier to create today vs. a decade ago.

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About The CLO Investor Podcast

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/.
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