Episodes

  • #6 Paul Nikodem, CLO Researcher, Nomura Securities
    Jun 19 2024

    Shiloh Bates talks to Nomura Securities CLO Researcher Paul Nikodem in the sixth episode of The CLO Investor podcast. They discuss the process of evaluating CLO managers and also tackle the topic of declining CLO financing costs.

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    39 mins
  • #5 Tom Davidson, Managing Editor, Creditflux
    May 28 2024

    Shiloh Bates shares his conversation with Tom Davidson, Managing Editor of Creditflux, in the fifth episode of The CLO Investor. Among other topics, Shiloh talks to Tom about CLO education, current opportunities in the CLO market, and CLO equity risk adjusted returns.

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    22 mins
  • #4 Ivo Turkedjiev, Broadly Syndicated CLO Manager, New Mountain Capital
    May 15 2024

    In the fourth episode of The CLO Investor, Flat Rock Global CIO Shiloh Bates discusses credit investing, loan recoveries, and the path to building a successful management platform with Ivo Turkedjiev, a broadly syndicated CLO manager at New Mountain Capital.

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    36 mins
  • #3 David Williams, CLO Banker, Scotia Bank
    May 15 2024

    In the third episode of The CLO Investor, Flat Rock Global CIO Shiloh Bates talks to Scotia Bank's David Williams, a prominent CLO (collateralized loan obligation) banker. Shiloh and David discuss CLO issuance, refis and resets, profitability, and opportunities and challenges in today's CLO Market.

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    37 mins
  • #2 Derek Russo, CLO Investor, Flat Rock Global
    Apr 17 2024

    In the second episode of The CLO Investor, Flat Rock Global CIO Shiloh Bates discusses the CLO (collateralized loan obligation) market, CLO issuance, refis/resets, and more with colleague Derek Russo.

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    31 mins
  • Collateralized Loan Obligations (CLOs) 101
    Apr 16 2024

    What is a CLO (Collateralized Loan Obligation)? What are the different types of CLOs? Why is the CLO market important today? Shiloh Bates is author of CLO Investing with an Emphasis on CLO Equity and BB Notes, and Chief Investment Officer of Flat Rock Global. In this first episode of The CLO Investor, Shiloh provides a primer on CLOs and CLO investing.

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    22 mins