The Last Tranche

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The Last Tranche

Podcast from the Creditflux editorial team discussing global credit funds and CLOs.

  1. 13 DE NOV.

    The Last Tranche with Oaktree's Jones: why CLO equity is attractive again

    Oaktree's Madelaine Jones discusses why investors are finding CLO equity more attractive.

    24min

  2. 9 DE MAI.

    The Last Tranche with YMER's Warzynski: we like primary equity again

    In this episode of the Last Tranche, Hubert Warzynski, Partner and Co-founder of Scandinavian CLO investor YMER talks about why they like primary European equity again, but only for a handful of managers.

    16min

  3. 2 DE ABR.

    The Last Tranche with JP Morgan's Ferris: new managers should focus on equity

    In this episode of the Last Tranche, Christine Ferris, JP Morgan's Global Head of CLO Primary talks about why she loves working with debut managers, despite the extra challenges they face.

    25min

  4. 31 DE JAN.

    The Last Tranche with Octagon's Lam: CLO equity makes sense again

    In this episode of The Last Tranche Gretchen Lam, CEO of Octagon Credit Investors, discusses whether investing in third-party CLO equity makes sense again TheLastTranche gretchen Mohr Lam octagon credit investors

    19min

  5. 11/10/2023

    The Last Tranche with New Mountain's Kline and Moshiri

    In this episode of the Last Tranche, John Kline and Cyrus Moshiri from New Mountain Capital discuss the rated feeder fund structure they recently priced, and why they chose this approach over a middle market CLO. #CLO #Creditflux #TheLastTranche

    17min

  6. 10/08/2023

    The Last Tranche with Pearl Diver's Layton: its not about tiering, its about portfolio construction

    In this episode of The Last Tranche, Matt Layton, partner and head of Europe at Pearl Diver Capital, discusses strategies for investing in CLO debt and equity amid the recent rally in liabilities. Layton says that analysing a manager's past behaviour is a better predictor of CLO equity returns than how a manager is tiered by the debt markets. He adds that some of the tier one managers have shown that they can be prone to sell loans too quickly during recent periods of volatility, which has caused those firms to lose their arbitrage faster than other managers. #CLO #thelasttranche #Creditflux

    30min

  7. 12/05/2023

    The Last Tranche with Sound Point's Desai: the wrong CLO equity investment strategies will see negative returns

    In this episode of The Last Tranche, Ujjaval Desai, head of structured products investing at Sound Point Capital Management, shares his ideas about the investment opportunity across the CLO equity universe.

    30min

  8. 27/04/2023

    The Last Tranche with Eagle Point's Ko: We haven't made a primary CLO equity investment in nine months

    In this episode of The Last Tranche, Dan Ko, principal and portfolio manager at Eagle Point Credit Management, discusses the relative value opportunity in the CLO market

    24min
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Sobre

Podcast from the Creditflux editorial team discussing global credit funds and CLOs.

Informações

  • Canal
    ION Analytics
  • Criado por
    ION Analytics
  • Anos de atividade
    2020 - 2024
  • Episódios
    30
  • Classificação
    Livre
  • Copyright
    © 2021
  • Site do podcast
    The Last Tranche

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