Talking Libor transition with Dan Ko, Eagle Point Credit Management
Cloud 9fin
The CLO Collateral Manager Debate on the Lower CSA
There's loads of stakeholders in this debate, like you say, across borrowers, sponsors, loan investors and in CLO structures. And clearly the incentives are not aligned. We weren't looking for a windfall. We just wanted to keep a level playing field. Right? So I think that that's very much closed because people have realized that CLOs, which are 60% of the loan market, if CLOs are focused on it, then you'll need them to kind of not object"
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