CLOs: Past, Present & Future

Barings' Head of Global CLOs, Adrienne Butler, retraces the history of the CLO asset class from its emergence in the late-1990s through the trials of the GFC and onto the most recent innovations including private credit and infrastructure debt CLOs.

Episode Segments:

 

(03:02) – The early days of the CLO market

(09:33) – How CLOs fared in the 2008 period

(16:14) – The distinction between investing in 3rd party CLO tranches and originating CLOs

(18:21) – A broadening investor base

(23:22) – How the competitive landscape has evolved

(25:18) – What’s next: Private credit, infra & real estate CLOs

(28:39) – The opportunity in CLOs today

(30:16) – Lessons Adrienne has learned in 25+ years in CLO markets

IMPORTANT INFORMATION

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