The CLO Investor Podcast

Shiloh Bates
  • 5.0 (24)
  • Investing

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. He reviews relevant topics in the CLO industry and interviews key market players. Learn more about Flat Rock Global at FlatRockGlobal.com.

  1. Oct 9

    #41, Josef Pschorn, Fixed + Floating Podcast

    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. Click here to view the Fixed + Floating episode on Spotify.

    #41, Josef Pschorn, Fixed + Floating Podcast

  2. Sep 17

    #40 Part 2, Chris Gilbert, Co-Head of Securitized Products, Natixis

    This episode is part two of Shiloh Bates' conversation with Chris Gilbert, Co-head of the Securitized Products Group at Natixis. Where the first part covered CLO debt ratings, this episode digs into CLO refinancings and resets — comparing the two options, walking through the economics and payback analysis on refis, and discussing how resets let a manager rebuild the capital structure, extend the reinvestment period, and clean up the portfolio.

    #40 Part 2, Chris Gilbert, Co-Head of Securitized Products, Natixis

  3. Sep 3

    #39 Part 1, Chris Gilbert, Co-Head of Securitized Products, Natixis

    In this episode of the CLO Investor Podcast, Shiloh Bates sits down with Chris Gilbert, Co-Head of Securitized Products at Natixis, to explore how CLO debt tranches are rated and examine proposed methodology changes from Fitch and Moody's. The discussion breaks down the mechanics behind CLO ratings, the potential impact of updated rating criteria on CLO investors and issuers, and how regulatory developments such as NAIC capital rules may influence demand across different parts of the CLO capital structure.

    #39 Part 1, Chris Gilbert, Co-Head of Securitized Products, Natixis

  4. Aug 12

    #38, Sam Garza, Portfolio Manager, DoubleLine

    In this episode of the CLO Investor Podcast, Shiloh Bates sits down with Sam Garza, Portfolio Manager at DoubleLine, to discuss the evolving CLO market. They explore why CLO debt continues to offer attractive relative value, the challenges facing CLO equity investors, the rise of captive CLO equity funds, and the difference between broadly syndicated and private credit CLOs. The conversation also covers software loan exposure, the impact of AI on credit markets, higher-for-longer interest rates, and proposed rating agency changes that could reshape CLO structures and investor protections.

    #38, Sam Garza, Portfolio Manager, DoubleLine

  5. Jul 7

    #37, David Altenhofen, Head of Credit Management, Accunia Credit Management

    David Altenhofen, Head of Credit Management at Accunia Credit Management, joins The CLO Investor podcast to compare the US and European CLO markets, digging into topics like manager selection and alpha, CLO equity's recent struggles, software loan exposure, and a rare European CLO single-B default.

    #37, David Altenhofen, Head of Credit Management, Accunia Credit Management

  6. Jun 23

    #36, Laila Kollmorgen, Global Head of CLO Tranche Investing, MetLife Investment Management

    Laila Kollmorgen, Global Head of CLO Tranche Investing at MetLife Investment Management, joins The CLO Investor podcast to discuss her investment approach across the CLO capital structure and the products her team manages. Laila shares why she currently sees compelling opportunities in CLO equity, junior BBBs, and AAAs, while offering insights on software credit risk, AI disruption, private credit, and the evolving outlook for leveraged loans and CLOs.

    #36, Laila Kollmorgen, Global Head of CLO Tranche Investing, MetLife Investment Management

  7. May 15

    #35, Cyrus Moshiri, Head of Structured Credit, New Mountain Capital

    Cyrus Moshiri, Head of Structured Credit at New Mountain Capital, joins The CLO Investor podcast to discuss how New Mountain is differentiated from other private credit businesses, if private credit is as attractive as it used to be, the risk in software industry loans, and loan default rates in general.

    #35, Cyrus Moshiri, Head of Structured Credit, New Mountain Capital

  8. Apr 27

    #34, Chris York, Partner, SLR Capital

    Chris York, Partner at SLR Capital, joins The CLO Investor podcast to discuss the evolving landscape for BDCs and private credit, including public BDC discounts, software loan risk, tender activity, and where risk‑adjusted opportunities remain as the cycle matures.

    #34, Chris York, Partner, SLR Capital
See All (41)

Ratings & Reviews

5
out of 5
24 Ratings

About

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. He reviews relevant topics in the CLO industry and interviews key market players. Learn more about Flat Rock Global at FlatRockGlobal.com.

Information

You Might Also Like