CBOs

2 statements across 2 episodes · 0 bullish · 0 bearish · 2 people on the record · first statement May 25, 2020 by Brett Jefferson · across every show →

Everything said about CBOs, oldest first

May 25, 2020

Assertion Not publicly verifiable

Jefferson: Roughly 40% of CBOs and CLOs held telecom bonds

“There was also this problem in the high yield market and the telecom sector, and about 40% of all CBOs or CLOs had telecom bonds, and that was just the largest issuer there.”

Brett Jefferson May 25, 2020 ▶ 20:37 Brett Jefferson – Inefficiencies in Structured Credit at Hildene Capital Management (First Meeting, EP.19)

Nov 22, 2021

Disclosure

Boehly and Mark Walter restructured $1.3B in distressed Guggenheim CBOs

“So basically we turned three CBOs that represented about a 1,000,000,003 Into trading vehicles that were financed with low cost debt.”

Todd Boehly Nov 22, 2021 ▶ 8:25 Todd Boehly - The Next Berkshire Hathaway at Eldridge (Capital Allocators, EP. 223)

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CBOs

Everything said about CBOs, oldest first

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