15
May
Panel: Higher for longer rates – would you buy it?
In a ‘higher for longer’ rate environment, top CLO investors talk through their investment process as they consider CLO investment case studies. From risk assessment to yield expectations and relative value to manager due diligence, what are the key questions every CLO investor should ask before they buy? Case studies will include:
- Primary versus secondary CLOs?
- US versus Europe?
- Mezzanine versus equity?
- Broadly syndicated versus middle market?
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SpeakersElena Rinaldi Portfolio Manager TWENTYFOUR ASSET MANAGEMENT
Alan Kelly Partner and Senior Credit Officer APOLLO
Colin Behar Portfolio Manager USS
Thomas Davidson Managing Editor CREDITFLUX
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Elena joined TwentyFour in 2015 as an analyst in the firm's ABS team. Her primary responsibilities at the beginning involved assisting in the management and day-to-day activities of the team, focusing on underwriting and modelling of ABS/CMBS/RMBS and CLOs. Over the years, she has developed strong expertise in CLOs and CMBS. She’s currently a portfolio manager and a member of the firm's ESG Committee, where she leads on all sustainability matters related to ABS.
Elena has a 1st class MSc with honours in Finance and holds a BSc. in Management and Business Administration from the University of Bologna.
Before joining TwentyFour, Elena worked for one year as a Financial Analyst at Oakmore Investment Partners and Aqovia. She is a CFA® Charterholder and a member of the CFA Society UK.
Alan Kelly is a Partner and Senior Credit Officer, Asset Backed Finance. Prior to this, Alan's role was Partner in the Structured Credit team as Co-Head of Apollo’s Global Asset Backed Finance investment activity. Prior to joining Apollo in 2012, Alan was responsible for seeking investment opportunities and marketing Stone Tower Capital’s services in Europe. Before that, he was Senior Portfolio Manager with LBBW in its Irish Asset Management subsidiary focused on structured credit assets. Previously, he spent five years as an interest rate trader.
Alan holds a B. Comm degree and an MBS in Financial Services from University College Dublin.
Colin is the portfolio manager for the structured finance direct investment mandate at USS. He has 10 years of buy-side experience in ABS, RMBS, CMBS and CLOs across the capital structure, both in Europe and in the US.