The CLO Investor Podcast copertina

The CLO Investor Podcast

The CLO Investor Podcast

Di: Shiloh Bates
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A proposito di questo titolo
 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. Learn more about Flat Rock Global at FlatRockGlobal.com and follow us on LinkedIn at https://www.linkedin.com/company/flat-rock-global-llc/.2024 Economia Finanza personale
Episodi
  • #43, Joey Gais, Head of CLO Research, Nomura Securities

    #43, Joey Gais, Head of CLO Research, Nomura Securities
    Oct 30 2026
    In this episode of the CLO Investor Podcast, Shiloh Bates speaks with Joey Gais, Head of CLO research at Nomura Securities, about the growing role of AI-related loans in the leveraged loan and CLO markets. They discuss data center and GPU financings, the opportunities and risks associated with this emerging segment, software-sector credit trends, the outlook for CLO equity, and CLO BB defaults.
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    42 min
  • #42, Mike Harmon, Former Managing Director, Oaktree Capital Management

    #42, Mike Harmon, Former Managing Director, Oaktree Capital Management
    Oct 21 2026

    On this episode of the CLO Investor Podcast, Shiloh Bates sits down with Mike Harmon, author of The Financial Restructuring Tool Set: How to Fix Your Broken Balance Sheet. Mike teaches financial restructuring at Stanford and spent 21 years in Oaktree Capital's Special Situations Group. They discuss why defaults remain elevated in a strong economy and why loan recoveries have fallen. They also look at how covenant-lite loans and liability management exercises (LMEs) have changed the restructuring playbook. Mike shares his view on rising default risk in software as AI reshapes the sector, how private credit recoveries compare with broadly syndicated loans, and why manager selection and a seat at the table matter more than ever for CLO investors.
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    43 min
  • #41, Josef Pschorn, Fixed + Floating Podcast

    #41, Josef Pschorn, Fixed + Floating Podcast
    Oct 9 2026

    In Episode 41 of the CLO Investor Podcast, Shiloh Bates joins Josef Pschorn of the Fixed + Floating Podcast for an in-depth discussion of today's CLO market. They explore recent CLO equity performance, the self-healing mechanism, loan defaults and recoveries, liability management exercises, and the relative opportunities in broadly syndicated and private credit CLOs.
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    1 ora e 8 min
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