
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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Mastering CLO Investments
This chapter explores the stability and performance of CLO portfolios during financial crises, detailing one individual's journey managing investments for Australian superannuation funds. It highlights the crucial role of market timing and relationship management in shaping successful investment strategies, particularly in the context of forming a company focused on CLO equity. Through discussions on the intricacies of assessing collateral managers, leveraging market inefficiencies, and navigating complex trading processes, the chapter underscores the significance of informed decision-making in the CLO landscape.
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