Octus Radio

Navigating Credit Market Storms: Alex Belgrade on Covid, LIBOR, and Altice

Jul 22, 2024
Alex Belgrade, managing partner at Valitana, shares his expertise in credit market dynamics. He delves into how CLO managers navigated the volatility of the COVID-19 pandemic and the significant transition from LIBOR to SOFR. Belgrade highlights the importance of information asymmetry and quick decision-making in CLO investing. He also discusses the impact of Altice's downgrade to triple-C, adding depth to the conversation on distressed debt and restructuring strategies.
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