CLOs Could Evolve Beyond Leveraged Loans: LibreMax’s Moffitt

The video discusses the comparison between the Cielo and CDO markets, highlighting differences in structured products and the impact of the financial crisis. It analyzes the leveraged loan market's performance post-crisis and explores current market opportunities and risks. The evolution and customization of structured products are emphasized, along with risk transfer agreements and regulatory challenges faced by banks. Finally, it covers investment strategies and expected returns, focusing on tailoring products to meet investor demands.

What are the key differences between the Cielo market and the CDO market backed by mortgage debt?

What factors contributed to the failure of subprime mortgages during the financial crisis?

What are the current signs of froth in the market, and how do they compare to the situation in 2006?

In what ways do structured products evolve to meet new opportunities in the market?

How do banks in Europe differ from those in the United States regarding capital constraints and asset management?