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Thomas Majewski – Empty Rooms:  Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)

Capital Allocators – Inside the Institutional Investment Industry

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Navigating the CLO Landscape

This chapter examines the management of Collateralized Loan Obligations (CLOs) and the strategic options available to equity holders post non-call period. It discusses the competitive dynamics of portfolio management and the importance of organizational culture within credit management firms, emphasizing high client retention and employee stability. The speakers also address the unique inefficiencies in the CLO market, shedding light on investor perceptions, historical performance, and associated risks, fostering a transparent investment approach.

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