Art or science? How technology is transforming CLO investing as well as management
The impact of machine learning on how CLO managers approach portfolio management is frequently covered, but what does that mean for CLO investors? New technologies to accelerate and improve productivity are sweeping into every market, and this panel will explore the myriad impacts of this on direct investors in CLOs.
- How important a factor is machine learning and optimization technology when picking a CLO manager?
- How can investors pick through the tangle of claims about AI to work out whether it’s really making an impact on CLO performance?
- What new tools are available to help structured credit investors themselves?
- What are the biggest remaining time-sinks for investors that technology could solve?
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SpeakersCharlie Dinning Data journalist CREDITFLUX
Philip Raciti Head of Performing Credit and Portfolio Manager BARDIN HILL
Joseph Squeri Partner, CIO/COO EXOS FINANCIAL
Vitaliy Kozak Chief Product Officer OCTAURA
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Philip Raciti is Head of Performing Credit and a Portfolio Manager at Bardin Hill. Prior to joining the firm, Mr. Raciti was a Senior Managing Director and Portfolio Manager of CVC Credit Partners’ U.S. Performing Credit business. Mr. Raciti’s responsibilities included managing the U.S. Performing Credit Business across research, trading and technology initiatives. Mr. Raciti joined Apidos Capital, a predecessor to CVC Credit Partners, as a Credit Analyst and Trader. Prior to CVC, Mr. Raciti was a Credit Analyst and Technology Specialist for INVESCO. Mr. Raciti received a B.A. from Binghamton University.
Joseph is a partner, CIO/COO at Exos Financial, and architect of CLO investment technology solutions at top-tier institutions. He is also a senior advisor to two fintechs developing innovative technologies chartered to advance CLO investing. Joe was formerly a Senior Executive In Residence at Google and Global CIO/CTO at Citadel, Goldman Sachs, and Barclays Bank. Joe has received numerous industry awards, including a two-time winner of Institutional Investor’s Tech Top 50, Wall Street’s Elite 8, and the Technology Gold Standard Award for Innovation in Finance.
Vitaliy Kozak is Octaura’s Chief Product Officer, leading product development for the syndicated loan electronic trading platform. As the platform’s co-creator, he played a central role in the design, development and build-out of what was then known as Project Octopus (now Octaura). Vitaliy was formerly at Citi as a Managing Director and Global Co-head of CLO, ABS, TRUPS and CDO trading desk. His work on CLO Citi Velocity was recognized by CreditFlux’s annual CLO Census as the best Secondary CLO Analytics in 2021 and 2022.
He earned a Bachelor of Science in Mathematics and Computer Science from the Imperial College London and currently resides in New York with his family.