Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)

Capital Allocators – Inside the Institutional Investment Industry · Dec 1, 2022 · 1h 18m

Today's show is both a sponsor insight and another empty room, an exciting investment opportunity where few are paying attention. This time, it's CLO equity, an asset that has consistently generated strong returns with modest risk for decades. That fact may come as a surprise to many.

Thomas Majewski is the Managing Partner and Founder of Eagle Point Credit Management, a $14 billion specialist credit manager that's believed to be one of the largest investors in CLO equity in the world. Tom has spent his entire career in the structured finance and credit markets, including the early days when…