ION Analytics

The Last Tranche

Business EN ↓ 30 episodes

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

Be sure to visit the podcast's website and support the creator: fast.wistia.net

Author

ION Analytics

Episodes

The Last Tranche with Sancus's Chernova: most CLO trades are still conducted in an extremely inefficient manner 18.05.2021 27:01

#CLO, #Creditflux, #Sancus

The Last Tranche with CIFC's Huang: CLO valuations are often based on unreliable data 21.04.2021 24:10

#CLO #Creditflux #CIFC

The Last Tranche with Sound Point's Ketchum: CLOs have fortress-like capital structures 11.02.2021 34:24

In this episode of The Last Tranche, Creditflux's Hugh Minch and Sound Point Capital Management's Stephen Ketchum discuss the macro-picture for the US credit markets and who should be on the lookout for inflation

The Last Tranche with Flat Rock's Bates: mid-market CLO equity proves advantageous in crisis 20.08.2020 30:01

In this episode of The Last Tranche, Creditflux' s Hugh Minch sits down with Flat Rock Global managing director Shiloh Bates. Topics include launching a new CLO fund, the advantage of middle market CLOs in a crisis, and how some risk retention fund investors' equity positions have underperformed. This edition of The Last Tranche is made in association with Flat Rock, who's Flat Rock Opportunity Fu...

The Last Tranche with Guggenheim's Duffy: CLOs will pay more for loans than today’s index prices 10.08.2020 31:04

Marking the long-awaited return of the Last Tranche podcast, Creditflux's Hugh Minch talks to Adrian Duffy, head of European corporate credit at Guggenheim Investments in Dublin. Topics include life under lockdown, tackling the challenges of managing CLO portfolios since the March sell-off, as well as the outlook for loan buying in a market that is "technically driven, not fundamentally driven". T...