Navigating CLO Equity With Eagle Point’s Majewski: Credit Crunch

An episode of the FICC Focus podcast, hosted by Bloomberg Intelligence, titled "Navigating CLO Equity With Eagle Point’s Majewski: Credit Crunch" was published on November 22, 2024 and runs 66 minutes.

November 22, 2024 ·66m · FICC Focus

Summary

A collateralized loan obligation’s (CLO) reinvestment period is among the keys to the success for the asset class in the view of Eagle Point’s Founder and Managing Partner Tom Majewski. He joins Bloomberg Intelligence’s Noel Hebert and Sam Geier on this edition of Credit Crunch to walk through Eagle Points focus on the higher-risk tranches of a CLO structure, with an emphasis on equity. The discussion touches on holder concentration, the growth in covenant-lite loans, misconceptions around forced selling, synergies with private credit markets and much more.

Episode Description