InsuranceAUM.com

Due Dilly Episode 2: CLO Perspectives Explored - Insights from Industry Expert Thomas Majewski of Eagle Point Credit


Listen Later

In this episode of the "Due Dilly" podcast, host Stewart Foley, CFA, dives into the world of CLOs with Joe Eppers, Executive Vice President and Chief Investment Officer at Selective Insurance Group, and Tom Majewski, Founder and Managing Partner of Eagle Point Credit Management. As part of our series bringing insurance CIOs and asset class experts together, this conversation explores the current state of the credit market, the intricacies of CLO investments, and how insurance companies can navigate this complex landscape.


Joe and Tom discuss the relative value across the CLO capital structure, the impact of rising interest rates, and the potential regulatory changes that could reshape the industry. With a focus on both the granular details and the broader market dynamics, this episode provides a wealth of knowledge for anyone interested in understanding the nuances of CLOs and their role in insurance portfolios.

...more
View all episodesView all episodes
Download on the App Store

InsuranceAUM.comBy Stewart Foley

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

26 ratings


More shows like InsuranceAUM.com

View all
Exchanges by Goldman Sachs

Exchanges

991 Listeners

Odd Lots by Bloomberg

Odd Lots

1,784 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

938 Listeners

Hidden Forces by Demetri Kofinas

Hidden Forces

1,438 Listeners

Grant’s Current Yield Podcast by Grant's Interest Rate Observer

Grant’s Current Yield Podcast

665 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

197 Listeners

Capital Allocators – Inside the Institutional Investment Industry by Ted Seides – Allocator and Asset Management Expert

Capital Allocators – Inside the Institutional Investment Industry

804 Listeners

At Any Rate by J.P. Morgan Global Research

At Any Rate

80 Listeners

The Memo by Howard Marks by Oaktree Capital Management

The Memo by Howard Marks

415 Listeners

The Business Brew by Bill Brewster

The Business Brew

246 Listeners

FICC Focus by Bloomberg Intelligence

FICC Focus

27 Listeners

Forward Guidance by Blockworks

Forward Guidance

276 Listeners

The View From Apollo by Torsten Slok

The View From Apollo

24 Listeners

The Credit Edge by Bloomberg Intelligence by Bloomberg

The Credit Edge by Bloomberg Intelligence

26 Listeners

The Insight by Oaktree Capital by Oaktree Capital

The Insight by Oaktree Capital

23 Listeners