Episodi

  • #29, Brad Larson, Head of U.S. Global Credit Financing, CIBC
    Jan 13 2026

    Brad Larson, Head of US Global Credit Financing at CIBC, joins The CLO Investor podcast to discuss the opportunity for 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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    48 min
  • #28, Greg Borenstein, Portfolio Manager, Ellington Credit Company
    Dec 15 2025

    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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    51 min
  • #27, Mike Hatley, Senior Advisor, Rothschild & Co.
    Nov 24 2025

    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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    52 min
  • #26, Sean Griffin, CEO, LSTA
    Nov 3 2025

    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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    43 min
  • #25, Jonathan Horowitz, Partner & Head of Structured Liabilities, Fortress Investment Group
    Oct 13 2025

    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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    41 min
  • #24, Alex Navin, Managing Director, Performance Trust Capital Partners, LLC
    Sep 15 2025

    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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    59 min
  • #23, Melissa Brady, Senior Director, Alvarez & Marsal
    Sep 2 2025

    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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    44 min
  • #22, Amir Vardi, Head of Structured Credit, UBS Asset Management
    Jul 22 2025

    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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    51 min