Skip to main content
Loading

Stacking up Opportunity: Inside the CLO Investor Playbook

21 Oct 2025
Coral 1
Track A
Exploring investor allocation strategies across the capital stack, focusing on risk-adjusted return dynamics, liability spreads, and relative value. Examining secondary market behavior, refi/reset incentives, and capital treatment implications. Discussing credit outlooks, tranche-specific trade-offs, and structural evolutions shaping investment decisions in BSL and MM.
Chairperson
Charlie Dinning, Head of CLO Data Journalism - 9fin
Speakers
Michelle Manuel, Portfolio Manager - Investec Bank PLC
Amir Vardi, Managing Director - UBS
Ryan Olsen, Managing Director, CLO Investing - Napier Park Global Capital
View all ABS East 2025 Agenda