Épisodes

  • #16, Chris Gilbert, Head CLO Banker, Natixis
    Jan 10 2025

    Shiloh Bates talks to Chris Gilbert, the Head CLO Banker at Natixis. Natixis a leading underwriter of broadly syndicated and middle market CLOs. It was also the first bank to issue a reinvesting CLO after the financial crisis. Chris helped Shiloh with the book he published on CLO investing in 2023, CLO Investing with an Emphasis on CLO Equity and BB Notes.

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    47 min
  • #15 Bilal Nasir, Head of CLO Trading, Bank of Montreal
    Dec 6 2024

    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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    38 min
  • #14 Lauren Basmadjian, Global Head of Liquid Credit, Carlyle
    Nov 14 2024

    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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    33 min
  • #13 Stephen Anderberg, U.S. CLOs Sector Lead, Standard & Poor's Global Ratings
    Oct 17 2024

    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. For a full transcript, or to learn more about Flat Rock Global, please visit flatrockglobal.com.

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    35 min
  • #12 Ted Goldthorpe, Head of Credit, BC Partners
    Sep 30 2024

    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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    40 min
  • #11 John Timperio, Global Financial Practice Co-Head, Dechert
    Sep 1 2024

    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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    36 min
  • #10 Allan Schmitt, Head CLO Banker, Wells Fargo
    Aug 21 2024

    Shiloh Bates talks to Allan Schmitt, Head CLO banker at Wells Fargo, about rated feeders, a new flavor of CLO (collateralized loan obligation) that is growing in popularity.

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    37 min
  • #9 Drew Sweeney, Senior Portfolio Manager, TCW
    Aug 5 2024

    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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    47 min