Panel: Loan market outlook
An investment in CLOs is an investment in leveraged loans, and this panel will look into how the collateral underlying the CLO market has performed in the last 12 months, and how it will fare over the year to come. Challenging macroeconomic conditions have already begun to weigh on the market as rating agency downgrades outstrip upgrades, but is this a temporary blip or a warning of deeper trouble to come? Is this an opportunity for loan managers to snap up some bargains or a year to play it safe?
How will leveraged loans perform over the next twelve months?
Should investors have serious concerns about credit quality with the space?
Are the best opportunities in the primary or secondary loan markets?
Have we solved the SOFR problem?
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SpeakersTim Ruxton Managing Director ALTER DOMUS
Lauren Basmadjian Senior Portfolio Manager Carlyle Global Credit
Lyuba Petrova Senior Director FITCH RATINGSBob Post Managing Director BLACKSTONE
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Tim joined Alter Domus, then Cortland Capital Market Services, in 2013, co-managing the Credit & Structured Products teams. He now acquires new business and manages existing client relationships within the business development group.
Prior to joining Alter Domus, Tim was a vice president in corporate trust for Bank of America and US Bank (via acquisition of LaSalle Bank) where he managed multiple teams that worked with CDO, CLO, CRE, CMBS, as well as RMBS products and clients.
Tim has also worked in the European market and is considered a subject matter expert on Securitization and other credit services including Credit Funds, CLO Administration, Trade Closing and Data Analytics. He has made several presentations and spoken on numerous industry panels in the US and Europe.
Tim attended the University of Iowa and has his MBA from Iowa State University.
Lauren Basmadjian is a Managing Director and Senior Portfolio Manager for Carlyle Global Credit where she is focused on Leveraged Loans and Structured Credit. She is based in New York and sits on the Investment Committees for all of Carlyle's US Loan and CLO investing activities.
Ms. Basmadjian joined the Carlyle Group in 2020 after 19 years at Octagon Credit Investors, where she was a Senior Portfolio Manager and member of the Investment Committee. Prior to becoming a Portfolio Manager, Ms. Basmadjian managed Octagon's workout efforts and also oversaw the leisure & entertainment, retail, consumer products, business services, food & beverage and technology industries. Before joining Octagon, Ms. Basmadjian worked in the Acquisition Finance Group at Chase Securities, Inc.
She graduated Cum Laude from the Stern School of Business at New York University with a B.S. in Finance and Economics.
Lyuba Petrova joined Fitch in October 2016 as Director in the Leveraged Finance team. Her focus falls on identifying trends in the Leveraged Finance market, studying corporate structures, and analyzing deal documentation.
Prior to joining the team, Lyuba was at JPMorgan, where she spent the first 10 years of her career. Joining as a full-time analyst in 2007, she worked on Leveraged Finance transactions in New York and London. From 2008-2016 she was a member of the Risk Management team, progressing through the ranks from Analyst to Vice President. In this capacity, she was tasked with maintaining a portfolio of $3.2 billion of primary exposure across a variety of industries.
Lyuba received a Bachelor of Arts in Economics and Statistics from Mount Holyoke College in 2007.
Mr. Post is a Managing Director and Portfolio Manager of the US leveraged loan and high yield strategies in Blackstone Credit’s Liquid Credit Strategies (“LCS”) unit. He sits on LCS's U.S. Syndicated Credit Investment Committee.