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The Last Tranche
The Last Tranche episodes
- The Last Tranche with Tetragon's Michalczuk and Pang: Every missed quarterly payment can reduce CLO equity IRRs by up to 100bp
#Tetragon Financial Group, #CLO, #leveraged loans
29 min - The Last Tranche with Antares' Seth Painter: we could start to see syndicated middle market CLO equity
Antares Capital, CLO, Private Credit
23 min - The Last Tranche with Carlyle's Basmadjian: We are in the expansion phase of a new credit cycle
#CLO #Carlyle #TheLastTranche #Creditflux
24 min - The Last Tranche with Pretium's Goss: Airlines are the barometer for the reopening trade
#CLO, #Leveragedloans, Pretium
24 min - The Last Tranche with Hildene's Jain: Cirque Du Soleil shows CLOs do not have to lose out in a restructuring
#CLO, #Creditflux, #Hildene
27 min - The Last Tranche with Sancus's Chernova: most CLO trades are still conducted in an extremely inefficient manner
#CLO, #Creditflux, #Sancus
28 min - The Last Tranche with CIFC's Huang: CLO valuations are often based on unreliable data
#CLO #Creditflux #CIFC
25 min - The Last Tranche with Sound Point's Ketchum: CLOs have fortress-like capital structures
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
35 min - The Last Tranche with Flat Rock's Bates: mid-market CLO equity proves advantageous in crisisIn 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 Fund was named Best CLO Fund at the Creditflux Manager Awards 2020.31 min
- The Last Tranche with Guggenheim's Duffy: CLOs will pay more for loans than today’s index pricesMarking 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".This edition of The Last Tranche is in association with Guggenheim, which was named Best European boutique CLO manager at the Creditflux Manager Awards 202032 min
About The Last Tranche
From the publisher's feed
Podcast from the Creditflux editorial team discussing global credit funds and CLOs.
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