Investing Experts
Eagle Point Credit CEO Tom Majewski on funds and income
Jan 14, 2025
Tom Majewski, Founder and CEO of Eagle Point Credit Company, dives into the world of CLOs and income generation. He shares insights on their two funds, emphasizing their different risk profiles and income strategies. The podcast discusses the recent influx of ETFs for CLOs and historical cash flow patterns that shape investment decisions. Majewski also explains his firm's innovative management fee structure, designed to prioritize shareholder benefits, alongside an intriguing approach towards venture loans that highlight attractive return potential.
41:21
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Quick takeaways
- Tom Majewski highlights that investing in Collateralized Loan Obligations (CLOs) offers substantial cash flow despite market unpredictability.
- Eagle Point's strategic focus on shareholder-friendly management fees and innovative financing, such as baby bonds, enhances long-term investment success.
Deep dives
Robust Outlook for Corporate Credit
The current economic climate is perceived positively, characterized by discussions around soft and hard landings, with a conclusion that the economy has experienced a 'no landing' scenario. This environment is fostering optimism regarding corporate credit, indicating that investment strategies for 2025 and beyond are looking promising. Despite the unpredictability inherent in credit investments, the overall outlook remains strong. There is a focus on reducing costs strategically in strong markets, further enhancing the potential for investment success.
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