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The CLO Investor Podcast with Shiloh Bates features an in-depth look at the Collateralized Loan Obligation market. Shiloh Bates is the Chief Investment Officer at Flat Rock Global, and author of CLO Investing with an Emphasis on CLO Equity and BB Notes, discusses CLO basics, from "what is a CLO?" to "how do CLOs work?", reviews relevant topics in the CLO industry, and interviews key market players. Learn more about Flat Rock Global at FlatRockGlobal.com and follow us on LinkedIn at https://www.linkedin.com/company/flat-rock-global-llc/.

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Check latest episodes from The CLO Investor Podcast podcast

#30, Shiloh Bates, 2025 CLO Recap

2026/01/27

Shiloh Bates, the Chief Investment Officer of Flat Rock Global, provides a concise recap of the 2025 CLO market. This episode breaks down record issuance, strong CLO debt performance, and the headwinds that weighed on CLO equity.

#29, Brad Larson, Head of U.S. Global Credit Financing, CIBC

2026/01/13

Brad Larson, Head of US Global Credit Financing at CIBC, joins The CLO Investor podcast to discuss the opportunity he saw in CLOs in 2010, what creates a good CLO banking team, and why CLOs are easier to create today vs. a decade ago.

#28, Greg Borenstein, Portfolio Manager, Ellington Credit Company

2025/12/15

Greg Borenstein, Portfolio Manager of Ellington Credit Company, ticker: EARN, joins The CLO Investor podcast to discuss EARN's conversion from a morgage REIT, the backdrop for CLO equity and mezzanine, and why CLO equity captive funds are negative for the CLO market.

#27, Mike Hatley, Senior Advisor, Rothschild & Co.

2025/11/24

Mike Hatley, Senior Advisor at Rothschild & Co., joins The CLO Investor podcast to discuss a brief history of CLOs and various downturns in the loan market.

#26, Sean Griffin, CEO, LSTA

2025/11/03

Sean Griffin, CEO at the LSTA, joins The CLO Investor podcast to discuss regulatory wins that the LSTA has had and what key issues they are focused on today.

#25, Jonathan Horowitz, Partner & Head of Structured Liabilities, Fortress Investment Group

2025/10/13

Jonathan Horowitz, Partner & Head of Structured Liabilities at Fortress Investment Group, joins the CLO Investor Podcast to discuss the pros and cons of using bank leverage vs. CLOs, credit trends in broadly syndicated and private credit loans, and the lack of new issue loan supply in general.

#24, Alex Navin, Managing Director, Performance Trust Capital Partners, LLC

2025/09/15

Alex Navin, Managing Director, Performance Trust Capital Partners, LLC, joins The CLO Investor podcast to discuss the year for CLO equity on multiple fronts: leveraged loan defaults, spread compressions, potential Fed Rate cuts, and the growth in CLO debt EFTs.

#23, Melissa Brady, Senior Director, Alvarez & Marsal

2025/09/02

Melissa Brady, Senior Director at Alvarez & Marsal, joins The CLO Investor podcast to discuss the performance of private credit loans, why some credit managers may have different marks than others, and other trends in private credit.

#22, Amir Vardi, Head of Structured Credit, UBS Asset Management

2025/07/22

Amir Vardi, Head of Structured Credit at UBS Asset Management, joins The CLO Investor podcast to discuss CLO market inefficiencies, CLO debt versus CLO equity, CLO modeling assumptions, and the economics of CLOs managed by newer market participants.

#21, Brian Nolan, Head of European CLO Structuring, PGIM

2025/06/30

Brian Nolan, Head of European CLO Structuring at PGIM, joins The CLO Investor podcast to discuss European CLOs and how they differ from US CLOs.

#20, Himani Trivedi, Head of Structured Credit, Nuveen

2025/05/19

Shiloh Bates and Himani Trivedi discuss the effects of tariffs on the loan market, CLO equity projected returns, and new funds being launched on the Nuveen platform.

#19, Stephanie Setyadi, Partner, Ivy Hill Asset Management

2025/04/16

In this episode of The CLO Investor Podcast, Stephanie Setyadi, a Partner at Ivy Hill Asset Management, provides two case studies for the types of businesses that can be found in CLOs.

#18, Pratik Gupta, Head of CLO Research, Bank of America Securities

2025/03/28

Shiloh Bates talks to Pratik Gupta, CLO Head of Research for Bank of America Securities, about CLO securities' performance versus that of corporate debt, CLOs backed by syndicated loans and private credit CLOs, and more in this episode of The CLO Investor podcast.

#17, Mike Comparato, Head of Real Estate, Benefit Street Partners

2025/02/21

Host Shiloh Bates discusses commercial real estate (CRE) CLOs with Mike Comparato, Head of Real Estate at Benefit Street Partners. CRE CLOs are contrasted with the more common CLOs backed by corporate loans that are Flat Rock's specialty.

#16, Chris Gilbert, Head CLO Banker, Natixis

2025/01/10

Shiloh Bates talks to Chris Gilbert, the Head CLO Banker at Natixis. Natixis a leading underwriter of broadly syndicated and middle market CLOs. It was also the first bank to issue a reinvesting CLO after the financial crisis. Chris helped Shiloh with the book he published on CLO investing in 2023, CLO Investing with an Emphasis on CLO Equity and BB Notes.