#30, Shiloh Bates, 2025 CLO Recap
The CLO Investor Podcast
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.
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#29, Brad Larson, Head of U.S. Global Credit Financing, CIBC
The CLO Investor Podcast
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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#28, Greg Borenstein, Portfolio Manager, Ellington Credit Company
The CLO Investor Podcast
Greg Borenstein, Portfolio Manager of Ellington Credit Company, ticker: EARN, joins The CLO Investor podcast to discuss EARN's conversion from a morgage REIT, the backdrop for CLO equity and mezzanine, and why CLO equity captive funds are negative for the CLO market.
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#27, Mike Hatley, Senior Advisor, Rothschild & Co.
The CLO Investor Podcast
Mike Hatley, Senior Advisor at Rothschild & Co., joins The CLO Investor podcast to discuss a brief history of CLOs and various downturns in the loan market.
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#26, Sean Griffin, CEO, LSTA
The CLO Investor Podcast
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.
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#25, Jonathan Horowitz, Partner & Head of Structured Liabilities, Fortress Investment Group
The CLO Investor Podcast
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 the lack of new issue loan supply in general.
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#24, Alex Navin, Managing Director, Performance Trust Capital Partners, LLC
The CLO Investor Podcast
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 debt EFTs.
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#23, Melissa Brady, Senior Director, Alvarez & Marsal
The CLO Investor Podcast
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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#22, Amir Vardi, Head of Structured Credit, UBS Asset Management
The CLO Investor Podcast
Amir Vardi, Head of Structured Credit at UBS Asset Management, joins The CLO Investor podcast to discuss CLO market inefficiencies, CLO debt versus CLO equity, CLO modeling assumptions, and the economics of CLOs managed by newer market participants.
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#21, Brian Nolan, Head of European CLO Structuring, PGIM
The CLO Investor Podcast
Brian Nolan, Head of European CLO Structuring at PGIM, joins The CLO Investor podcast to discuss European CLOs and how they differ from US CLOs.
info_outlineShiloh 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.