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The CLO Investor Podcast

Shiloh Bates
Collateralized Loan Obligations
CLO Equity
Leveraged Loans
Interest Rates
Securitization
Private Equity
Leveraged Buyouts
Middle Market Loans
High Yield Bonds
Credit Analysis
Financial Crisis
Leverage Loans
Market Trends
CLO Financing
Debt Recovery Rates
Blackrock
Loan Recoveries
Scotia Bank
Flat Rock Global
Nomura Securities

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... more

PublishesMonthlyEpisodes26Founded2 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for The CLO Investor Podcast

Latest Episodes

Sean Griffin, CEO 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.

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 t... more

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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... more

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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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Recent Guests

Jonathan Horowitz
Partner and Head of Structured Liabilities at Fortress Investment Group
Fortress Investment Group
Episode: #25, Jonathan Horowitz, Partner & Head of Structured Liabilities, Fortress Investment Group
Alex Navin
Managing Director and CLO Trader at Performance Trust
Performance Trust Capital Partners, LLC
Episode: #24, Alex Navin, Managing Director, Performance Trust Capital Partners, LLC
Melissa Brady
Senior Director at Alvarez & Marsal Valuation Services
Alvarez & Marsal
Episode: #23, Melissa Brady, Senior Director, Alvarez & Marsal
Amir Vardi
Head of Structured Credit
UBS Asset Management
Episode: #22, Amir Vardi, Head of Structured Credit, UBS Asset Management
Brian Nolan
Head of European CLO Structuring
PGIM
Episode: #21, Brian Nolan, Head of European CLO Structuring, PGIM
Himani Trivedi
Head of Structured Credit at Nuveen
Nuveen
Episode: #20, Himani Trivedi, Head of Structured Credit, Nuveen
Pratik Gupta
CLO Research Head at Bank of America Securities
Bank of America Securities
Episode: #18, Pratik Gupta, Head of CLO Research, Bank of America Securities
Mike Comparato
Head of Real Estate at Benefit Street Partners with 30 years of experience in the commercial real estate industry.
Benefit Street Partners
Episode: #17, Mike Comparato, Head of Real Estate, Benefit Street Partners
Lauren Basmadjian
Global Head of Liquid Credit at Carlyle
Carlyle
Episode: #14 Lauren Basmadjian, Global Head of Liquid Credit, Carlyle

Host

Shiloh Bates
Host who is known for his expertise in the collateralized loan obligation (CLO) market and investment analysis.

Reviews

5.0 out of 5 stars from 31 ratings
  • thanks Shiloh. This is great stuff. I've learned so much more about CLOs by listening to the podcasts. I too am a CLO equity investor. These podcasts have made me a better investor.

    Audible
    5
    Paddy W.
    United Statesa year ago
  • so very useful

    thanks Shiloh. This is great stuff. I've learned so much more about CLOs by listening to the podcasts. I too am a CLO equity investor. These podcasts have made me a better investor.

    Audible
    5
    Paddy W.
    United Statesa year ago

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

#25, Jonathan Horowitz, Partner & Head of Structured Liabilities, Fortress Investment Group
Q: Do you feel like banks are very active today?
Absolutely, banks have ambitious growth targets and are looking to double their loan books.
#25, Jonathan Horowitz, Partner & Head of Structured Liabilities, Fortress Investment Group
Q: Are the financing rates comparable between the two markets?
The CLO market is currently less expensive than the bank market, but that can change.
#25, Jonathan Horowitz, Partner & Head of Structured Liabilities, Fortress Investment Group
Q: So a lot of times, it's a bank financing to start?
Yes, we usually start with bank financing and then term it out with a CLO.
#25, Jonathan Horowitz, Partner & Head of Structured Liabilities, Fortress Investment Group
Q: Tell me about Fortress. What do you have in terms of business lines and assets under management?
Fortress is a $53 billion asset alternative credit manager with a diversified credit business including corporate credit and real estate.
#18, Pratik Gupta, Head of CLO Research, Bank of America Securities
Q: So, what's it going to take for private equity firms to deploy their dry powder into new acquisitions?
The growth outlook plays a key role; private equity needs to exit current investments and narrow valuation gaps amid economic uncertainty.

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Frequently Asked Questions About The CLO Investor Podcast

What is The CLO Investor Podcast about and what kind of topics does it cover?

Exploring the complex landscape of Collateralized Loan Obligations (CLOs), this series of discussions features insights from industry experts and offers a thorough examination of market dynamics. Topics include the performance of CLOs, valuation of private credit loans, strategic management practices, and evolving trends in structured finance. The series is particularly distinguished by its focus on expert interviews, which provide listeners with a unique perspective on both domestic and international CLO markets. Through these conversations, the podcast caters to finance professionals seeking in-depth analysis and up-to-date information regarding investment strategies and market outlooks.

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Which podcasts are similar to The CLO Investor Podcast?

These podcasts share a similar audience with The CLO Investor Podcast:

1. The Credit Edge by Bloomberg Intelligence
2. FICC Focus
3. The View From Apollo
4. The Insight by Oaktree Capital
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of The CLO Investor Podcast are there?

The CLO Investor Podcast launched 2 years ago and published 26 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on The CLO Investor Podcast?

Recent guests on The CLO Investor Podcast include:

1. Jonathan Horowitz
2. Alex Navin
3. Melissa Brady
4. Amir Vardi
5. Brian Nolan
6. Himani Trivedi
7. Pratik Gupta
8. Mike Comparato

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