Tom Majewski

Founder & Managing Partner, Eagle Point Credit Management · 1 appearance on the record.

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founderinvestorexecutiveeaglepointcredit.com ↗

Tom Majewski founded Eagle Point Credit Management in 2012 in partnership with Stone Point Capital, specializing in private credit and CLO equity. A veteran of structured finance since the 1990s, he previously served as U.S. Head of CLO Banking at RBS Securities and Merrill Lynch.

27statements → 14claims → 11claims resolved → 73%fully supported → 4/5average certainty → 1.93/5average debate potential → ≈4.5/5argument clarity, estimated →

8 supported 2 partly supported 1 contradicted 1 not yet assessed 2 not checkable as stated how the 14 claims stand · each chip opens the sources

1 prediction · 13 assertions · 5 opinions · 6 insights · 2 disclosures · every statement was checked. The prediction and assertions are the 14 claims: statements the public record can support or contradict. 11 are resolved, 1 is not yet assessed, and 2 name no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Tom argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported

Majewski: CLO AAA and AA securities have zero historical impairments

“There's never been an impairment in the history of the CLO market on a AAA or AA security issued.”

Tom Majewski Dec 1, 2022 ▶ 23:22 Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)

Their most notable contradicted claim

Assertion Contradicted

Tom Majewski: CLO opacity means investors need to be in the club

“CLOs are not reported on trace, for example. So it's a little more of an opaque market where you need to be in the club to be able to really outperform.”

Tom Majewski Dec 1, 2022 ▶ 32:28 Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)

Expressed certainty vs assessment result

none yet certainty 1

none yet certainty 2

50% certainty 3

81% certainty 4

100% certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Tom Majewski on measured tape to publish a rate. This says nothing about how they speak.

What they said27 Episodes1

Everything Tom Majewski said on Capital Allocators that made the record, most notable first. Filter by type, assessment or year in the ledger →

Disclosure

Majewski: Eagle Point Holds 101 Majority Positions Across CLOs

“And as I mentioned earlier, we have, I literally saw the report yesterday. We now have 101 majority positions across CLOs”

Tom Majewski Dec 1, 2022 ▶ 27:07 Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)

Opinion

Majewski: About five firms form the core sophisticated CLO equity market

“There's probably about five firms that form the core of the equity market who are, I think, the street would consider the most sophisticated, and then it kind of trickles down from there.”

Tom Majewski Dec 1, 2022 ▶ 1:00:28 Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)

Prediction Held up

Majewski: Eagle Point will see a down 10%+ month in five years

“In the next five years, we're going to have a down 10% plus month. I don't know when. I don't know why. I know it's going to happen, and if that's not something you're comfortable with, this is probably not the right investment for you.”

Tom Majewski Dec 1, 2022 ▶ 1:02:06 Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capital Allocators, EP. 284)

Appearances (1)

Episode	Date	Speaking time
Thomas Majewski – Empty Rooms: Masterclass on CLOs at Eagle Point Credit Management (Capi	Dec 1, 2022	1h 2m