Month: September 2026

This episode is part two of Shiloh Bates’ conversation with Chris Gilbert, Co-head of the Securitized Products Group at Natixis. Where the first part covered CLO debt ratings, this episode digs into CLO refinancings and resets — comparing the two options, walking through the economics and payback analysis on refis, and discussing how resets let a manager rebuild the capital structure, extend the reinvestment period, and clean up the portfolio.

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In this episode of the CLO Investor Podcast, Shiloh Bates sits down with Chris Gilbert, Co-Head of Securitized Products at Natixis, to explore how CLO debt tranches are rated and examine proposed methodology changes from Fitch and Moody’s. The discussion breaks down the mechanics behind CLO ratings, the potential impact of updated rating criteria on CLO investors and issuers, and how regulatory developments such as NAIC capital rules may influence demand across different parts of the CLO capital structure.

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