Category: Insights

Are CLO BB Notes Investment Grade?
CLO Ratings When a Collateralized Loan Obligation (CLO) is formed, a Nationally Recognized...
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Podcast: Demystifying CLO Myths
Flat Rock Global CIO Shiloh Bates discusses CLOs (Collateralized Loan Obligations)...
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Common Mistakes in CLO Equity and BB Note Investing
Collateralized Loan Obligation (CLO) Equity is the riskiest tranche of a CLO, but...
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Key Questions Regarding How to Use the Flat Rock Global Funds in Portfolio Allocation
Over the years we have received numerous questions from Financial Professionals and...
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Dividend Payouts and Covenant Breaches: Do Middle Market Lenders have the Upper Hand?
When assessing the creditworthiness of senior secured corporate loans, we find that...
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Why Invest in Interval Funds?
As reported by the SEC, there are 68 active interval funds offering unique access...
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The Underperformance of CLO Risk Retention Funds
On October 21, 2014, the final rules implementing the credit risk retention requirements...
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Illuminating Credit Agreements
While the proliferation of cov-lite loans has garnered significant press, the detailed...
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Why Advisors Might Consider CLOs
In an interview with InvestmentNews, Flat Rock Global CIO Shiloh Bates explains why...
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Podcast: The CLO Investor, Episode 15
Shiloh Bates talks to the Bank of Montreal’s Head of CLO Trading, Bilal Nasir....
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CLO Market Update with Shiloh Bates
Flat Rock Global CIO Shiloh Bates talks to Giovanni Amodeo, Chief Influencers Officer...
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Private Credit and CLOs in a Declining Rate Environment
In September 2024, the Federal Reserve began its rate cutting cycle with a 50bps...
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Podcast: The CLO Investor, Episode 14
Lauren Basmadjian, Carlyle’s Global Head of Liquid Credit, joins The CLO Investor...
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Podcast: The CLO Investor, Episode 13
Shiloh Bates talks to Stephen Anderberg, the sector lead for U.S. CLOs at Standard...
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Podcast: The CLO Investor, Episode 12
Shiloh Bates talks to Ted Goldthorpe, Head of Credit at BC Partners, about the lessons...
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Podcast: The CLO Investor, Episode 11
Shiloh Bates speaks with John Timperio, the Co-Head of Dechert’s Global Finance...
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Podcast: The CLO Investor, Episode 10
Allan Schmitt, Head CLO Banker at Wells Fargo, joins Shiloh Bates for this episode...
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Podcast: The CLO Investor, Episode 9
In this episode of The CLO Investor Podcast, Shiloh Bates talks to Drew Sweeney,...
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Private Credit and CLO Investing
The InvestmentNews Podcast hosted Flat Rock Global CIO Shiloh Bates in a discussion...
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Here's Why CLO Products are Taking Off
Flat Rock Global CIO Shiloh Bates spoke with InvestmentNews host Gregg Greenberg...
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Podcast: The CLO Investor, Episode 8
Shiloh Bates welcomes John Kerschner, Head of U.S. Securitized Products and a Portfolio...
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Podcast: The CLO Investor, Episode 7
In this episode of the CLO Investor podcast, host Shiloh Bates interviews Patrick...
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Interval Funds a Compelling Option for Retail Investors
Flat Rock Global CIO Shiloh Bates spoke with LevFin Insights reporter Krista Giovacco...
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