Amir Vardi
Head of Structured Credit at UBS Asset Management. Specializes in CLO market inefficiencies, CLO debt versus CLO equity, and CLO modeling assumptions.
Best podcasts with Amir Vardi
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17 snips
Aug 26, 2024 • 43min
UBS’ Amir Vardi on Rate Cuts, CLO Outlook, and Market Volatility
Amir Vardi, managing director and head of structured credit at UBS Asset Management, shares insights on the collateralized loan obligation (CLO) market amid economic challenges. He discusses how the Federal Reserve's projected rate cuts could impact CLOs and analyzes the market volatility experienced in August. Vardi highlights the competition between syndicated loans and private credit, as well as the growing trend of liability management exercises over defaults. A must-listen for those navigating today’s evolving finance landscape!
10 snips
Jul 22, 2025 • 51min
#22, Amir Vardi, Head of Structured Credit, UBS Asset Management
Amir Vardi, Head of Structured Credit at UBS Asset Management, offers a deep dive into the world of CLOs. He discusses market inefficiencies and contrasting dynamics between CLO debt and equity. Vardi critiques the current modeling assumptions, urging investors to rethink their strategies amidst evolving conditions. He highlights the importance of data analysis and diversification in investment approaches while sharing insights on managerial choices that can make or break outcomes in structured credit. A must-listen for anyone eyeing market shifts!
