The Last Tranche

Nov 13 2024 30 ep. 24 mins 3
The Last Tranche Podcast artwork

Podcast from the Creditflux editorial team discussing global credit funds and CLOs.

  Business  News
RSS feed Share
Copy RSS


Subscribe on Podcast Addict


The Last Tranche with Oaktree's Jones: why CLO equity is attractive again

Nov 13 2024 24 mins  
Oaktree's Madelaine Jones discusses why investors are finding CLO equity more attractive.

The Last Tranche with YMER's Warzynski: we like primary equity again

May 09 2024 16 mins  
In this episode of the Last Tranche, Hubert Warzynski, Partner and Co-founder of Scandinavian CLO investor YMER talks about why they like primary European equity again, but only for a handful of managers.

The Last Tranche with JP Morgan's Ferris: new managers should focus on equity

Apr 02 2024 25 mins  
In this episode of the Last Tranche, Christine Ferris, JP Morgan's Global Head of CLO Primary talks about why she loves working with debut managers, despite the extra challenges they face.

The Last Tranche with Octagon's Lam: CLO equity makes sense again

Jan 31 2024 18 mins  
In this episode of The Last Tranche Gretchen Lam, CEO of Octagon Credit Investors, discusses whether investing in third-party CLO equity makes sense again TheLastTranche gretchen Mohr Lam octagon credit investors

The Last Tranche with New Mountain's Kline and Moshiri

Oct 11 2023 16 mins  
In this episode of the Last Tranche, John Kline and Cyrus Moshiri from New Mountain Capital discuss the rated feeder fund structure they recently priced, and why they chose this approach over a middle market CLO. #CLO #Creditflux #TheLastTranche

The Last Tranche with Pearl Diver's Layton: its not about tiering, its about portfolio construction

Aug 10 2023 30 mins  
In this episode of The Last Tranche, Matt Layton, partner and head of Europe at Pearl Diver Capital, discusses strategies for investing in CLO debt and equity amid the recent rally in liabilities. Layton says that analysing a manager's past behaviour is a better predictor of CLO equity returns than how a manager is tiered by the debt markets. He adds that some of the tier one manag

The Last Tranche with Sound Point's Desai: the wrong CLO equity investment strategies will see negative returns

May 12 2023 30 mins  
In this episode of The Last Tranche, Ujjaval Desai, head of structured products investing at Sound Point Capital Management, shares his ideas about the investment opportunity across the CLO equity universe.

The Last Tranche with Eagle Point's Ko: We haven't made a primary CLO equity investment in nine months

Apr 27 2023 24 mins  
In this episode of The Last Tranche, Dan Ko, principal and portfolio manager at Eagle Point Credit Management, discusses the relative value opportunity in the CLO market

The Last Tranche with Blackstone's Zable: regional banking volatility could lead to tighter triple A pricing in CLOs

Apr 17 2023 18 mins  
In this episode of the Last Tranche, Robert Zable, global head of Blackstone's liquid credit strategies, discusses the fallout of the regional banking crisis sparked by the collapse of Silicon Valley Bank on the CLO market.

The Last Tranche with Octaura's Bejile: most mutual funds regard loans as illiquid because of long settlements

Feb 10 2023 26 mins  
In the latest episode of The Last Tranche, Octaura's Bejile discusses his role in bringing electronic trading to the loan and CLO markets.