

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.
Chapters
Transcript
Episode notes
1 2 3 4 5
Intro
00:00 • 5min
Navigating Market Dynamics
04:36 • 10min
The Critical Role of Speed in CLO Investing and Market Insights
14:28 • 4min
Legal Developments Surrounding Steward Health and Judicial Controversies
18:24 • 3min
Navigating Corporate Debt and Restructuring Challenges
21:08 • 5min