CLO Investor Summit

We ask our panel of expert allocators if structured credit in general, and CLOs in particular, still fit into their portfolios. What are realistic return expectations for the asset class? Are they changing how, and where, they invest in CLOs? And has their approach to manager selection been changed by their experience this year?

Creditflux chats with CIFC’s Matthew Andrews, Managing Director and Head of Capital Markets and Senior Portfolio Manager on the Structured Credit Investment Team, about the outlook for CLO investing, where he sees the most relative value and how the pandemic and presidential election has changed have impacted CIFC’s approach to CLO investing.

As 2020 draws to a close we ask some of the most experienced figures in the CLO market what we should take away from an extraordinary year. How have CLOs performed, and what do differences between vintages and geographies reveal? What can 2020 tell us about the role of the manager in a deal. And what should we expect for 2021?

As 2020 draws to a close we ask some of the most experienced figures in the CLO market what we should take away from an extraordinary year. How have CLOs performed, and what do differences between vintages and geographies reveal? What can 2020 tell us about the role of the manager in a deal. And what should we expect for 2021?

The most innovative minds in the industry explore the options available to investors looking to diversify their portfolios beyond vanilla CLOs. How have CBOs, and flex-structures performed this year? Is there a role for synthetic alternatives like significant risk transfer deals or bespoke tranches? And what are the business and legal benefits (and challenges) of shifting into middle-market deals?

Two of the top lawyers in the market sit down with Creditflux to discuss what they’ve been seeing recently. What new features are making it to the table, and what are investors pushing back on in the docs this month?

Our exploration of relative value returns with four top CLO investors walking us through their investment process as they consider the merits of a variety of CLO investment case studies.