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Event Investor Summit
Challenges grow for CLO market
Amid time spent networking and discussing record issuance, speakers and delegates at this year’s Creditflux CLO Investor Summit in New York also flagged causes for concern
The entire CLO ETF complex is sitting at USD 12bn, most of that in triple As
Gretchen Lam
CEO, Octagon Credit Investors
Lam explains that most growth in CLOs is being gobbled up by ETF flows, and that’s driving triple A spreads.
Make sure you have sufficient warehouse capacity, but be patient
Jonathan Horowitz
Head of structured liabilities, Fortress Investment Group
Managers who give in to collateral cravings too quickly can get stuck with less desirable names, says Horowitz.
If you don’t worry, you probably aren’t the best PM
Alex Zilberman
Managing director, Blue Owl
Zilberman sums up the nature of CLOs — and the overall feeling at this year’s conference.
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