Learn more about CLO investing from the experts
Flat Rock Global CIO Shiloh Bates explores collateralized loan obligations (CLO) basics and discusses CLO industry insights with key market players in this podcast. Be sure to subscribe to listen to the latest episodes.
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#15 Bilal Nasir, Head of CLO Trading, Bank of Montreal
Shiloh Bates talks to the Bank of Montreal’s Head of CLO Trading, Bilal Nasir. In this episode, Bilal uses the term “risk profiles” to describe the different characteristics of various CLO investment opportunities. If you’ve ever wondered about the ins and outs of CLO trading, this is the episode for you.
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#14 Lauren Basmadjian, Global Head of Liquid Credit, Carlyle
Lauren Basmadjian, Carlyle’s Global Head of Liquid Credit, joins The CLO Investor podcast to discuss rate cuts, her outlook for CLO spreads, loan default and recoveries, and how she thinks about investing in CLOs managed by other managers.
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#13 Stephen Anderberg, U.S. CLOs Sector Lead, Standard & Poor's Global Ratings
Shiloh Bates talks to Stephen Anderberg, the sector lead for U.S. CLOs at Standard and Poor’s Global Ratings, about how CLOs are rated, trends in upgrades and downgrades and defaults. They also discuss how the September 18, 2024, interest rate cut may move the market. And they talk about how CLO ratings have performed relative to the more well-known corporate rating system.
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#12 Ted Goldthorpe, Head of Credit, BC Partners
Shiloh Bates talks to Ted Goldthorpe, Head of Credit at BC Partners, about the lessons learned in his very impressive financial career. While most asset managers grow their business by launching new funds, Ted is also active in acquiring other asset managers. In this episode, Shiloh and Ted discuss the evolving landscape of private credit and business development companies.
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#11 John Timperio, Global Finance Practice Co-Head, Dechert
Shiloh Bates speaks with John Timperio, the Co-Head of Dechert’s Global Finance practice, about CLO regulation in this episode of The CLO Investor podcast.
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#10 Allan Schmitt, Head CLO Banker, Wells Fargo
Allan Schmitt, Head CLO Banker at Wells Fargo, joins Shiloh Bates for this episode of The CLO Investor. Allan and Shiloh talk about rated feeders, a new flavor of CLO (collateralized loan obligation) that is growing in popularity.
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#9 Drew Sweeney, Broadly Syndicated Portfolio Manager, TCW
In this episode of The CLO Investor Podcast, Shiloh Bates talks to Drew Sweeney, Broadly Syndicated CLO Portfolio Manager at TCW. The episode reviews complexities of loan documentation, the role of private equity firms, and the importance of thorough analysis and strategic management in the loan market.
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#8 John Kerschner, Head of U.S. Securitized Products, Janus Henderson
Shiloh Bates welcomes John Kerschner, Head of U.S. Securitized Products and a Portfolio Manager for JAAA at Janus Henderson, to the podcast. John explains the relative attractiveness of CLO AAAs versus other asset classes; how his team chooses CLO AAAs; and if he thinks the market should expect continued CLO tightening.
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#7 Patrick Wolfe, Senior Portfolio Manager, Global Credit, BlackRock
In this episode of the CLO Investor podcast, host Shiloh Bates interviews Patrick Wolfe, Senior Portfolio Manager, Global Credit, and Head of U.S. Middle Market CLOs at BlackRock. They discuss the current state of the middle market loans and the risks for CLO investors in today’s economy.
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#6 Paul Nikodem, CLO Researcher, Nomura Securities
Shiloh Bates talks to Nomura Securities CLO Researcher Paul Nikodem in the sixth episode of The CLO Investor podcast. They discuss the process of evaluating CLO managers and also tackle the topic of declining CLO financing costs.
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#5 Tom Davidson, Managing Editor, Creditflux
Shiloh Bates shares his conversation with Tom Davidson, Managing Editor of Creditflux, in the fifth episode of The CLO Investor. Among other topics, Shiloh talks to Tom about CLO education, opportunities in the CLO market, and risk adjusted returns.
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#4 Ivo Turkedjiev, Broadly Syndicated CLO Manager, New Mountain Capital
Shiloh Bates talks to Ivo Turkedjiev, a broadly syndicated CLO manager at New Mountain Capital, about credit investing, loan recoveries, and the path to building a successful CLO management platform.
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#3 David Williams, CLO Banker, Scotia Bank
David Williams, a prominent CLO banker at Scotia Bank, talks to Shiloh Bates about CLO issuance, profitability, and opportunities and challenges in today’s CLO market.
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#2 Derek Russo, CLO Investor, Flat Rock Global
Flat Rock Global CIO Shiloh Bates discusses the CLO market, issuance, refis/resets, and more with colleague Derek Russo.
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#1 Collateralized Loan Obligations (CLOs) 101
What is a CLO (Collateralized Loan Obligation)? What are the different types of CLOs? Why is the CLO market important today? In this first episode of The CLO Investor, Flat Rock Global CIO Shiloh Bates provides a primer on CLOs and CLO investing.
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