HeyJaredThe CLO Investor Podcast
The CLO Investor Podcast with Shiloh Bates features an in-depth look at the Collateralized Loan Obligation market.
- Indexed episodes, last 90 days
- 3
- Latest publication
- Sep 3, 2026
- Audience
- Checking…
- Earliest in this view
- Jul 7, 2026
Latest episodes
#39 Part 1, Chris Gilbert, Co-Head of Securitized Products, Natixis (opens the original)
Read excerpt
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
#38, Sam Garza, Portfolio Manager, DoubleLine (opens the original)
Read excerpt
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,
#37, David Altenhofen, Head of Credit Management, Accunia Credit Management (opens the original)
Read excerpt
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.
Publishing over time
Last 90 days. Choose a month to open its work.
Recurring subjects
Named in the text we hold. One piece can cover several.
Audience
No verified audience measurement yet.
About this data
Counts cover the work we have indexed. Tone needs enough text and a confident classification. Excerpts and episode notes are not full articles or transcripts.
Identity or attribution wrong? Suggest a correction.