Due Dilly Episode 2: CLO Perspectives Explored - Insights from Industry Expert Thomas Majewski of Eagle Point Credit

In this episode of the "Due Dilly" podcast, host Stewart Foley, CFA, dives into the world of CLOs with Joe Eppers, Executive Vice President and Chief Investment Officer at Selective Insurance Group, and Tom Majewski, Founder and Managing Partner of Eagle Point Credit Management. As part of our series bringing insurance CIOs and asset class experts together, this conversation explores the current state of the credit market, the intricacies of CLO investments, and how insurance companies can navigate this complex landscape.

Joe and Tom discuss the relative value across the CLO capital structure, the impact of rising interest rates, and the potential regulatory changes that could reshape the industry. With a focus on both the granular details and the broader market dynamics, this episode provides a wealth of knowledge for anyone interested in understanding the nuances of CLOs and their role in insurance portfolios.