CDO Whisperer Brett Jefferson on Securitization Markets and TruPS CDO Relics

Sep 12, 2024

Brett Jefferson, a leading expert in securitization and trust preferred CDOs, shares insights on niche investment opportunities in the podcast. He discusses the intricacies of trust preferred CDOs, particularly their role during economic downturns and how his fund capitalizes on inefficiencies in the market. Jefferson also delves into the dynamics of private credit, the risks of collateralized loan obligations, and the impact of regulatory changes since the 2008 financial crisis, offering a unique perspective on the evolving landscape of structured finance.