The CLO Investor Podcast Podcast By Shiloh Bates cover art

The CLO Investor Podcast

The CLO Investor Podcast

By: Shiloh Bates
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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/.2024 Economics Personal Finance
Episodes
  • #33, Drew Sweeney, Co-Head of Global Credit, TCW

    #33, Drew Sweeney, Co-Head of Global Credit, TCW
    Mar 30 2026

    Drew Sweeney, Co-Head of Global Credit of TCW, joins The CLO Investor podcast to discuss loans to software businesses at a time when AI-displacement risk is elevated. We discuss the question of if declining software valuations and cash flows will be severe enough to impair first lien loans.
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    47 mins
  • #32, John Kim, CEO and Co-Founder, Reckoner Capital

    #32, John Kim, CEO and Co-Founder, Reckoner Capital
    Mar 6 2026

    John Kim, CEO and Co-Founder of Reckoner Capital, joins The CLO Investor podcast to discuss the launch of innovative CLO ETFs, including leveraged and reinvesting structures. The conversation also covers broader trends in the CLO market, risk considerations, and how institutional and retail investors may think about CLO debt today.
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    43 mins
  • #31, Serhan Secman, Global Head of CLOs, Napier Park

    #31, Serhan Secman, Global Head of CLOs, Napier Park
    Feb 20 2026

    Serhan Secman, Global Head of CLOs at Napier Park, joins The CLO Investor podcast to discuss the CLO investing business, inefficiencies in the market and the three factors that negatively effected CLO equity in 2025.
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    53 mins
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thanks Shiloh. This is great stuff. I've learned so much more about CLOs by listening to the podcasts. I too am a CLO equity investor. These podcasts have made me a better investor.

so very useful

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