DiscoverCloud 9finTranche Talk — CLO portfolio trading and allocating in a tough market with OHA’s Tommy Wong
Tranche Talk — CLO portfolio trading and allocating in a tough market with OHA’s Tommy Wong

Tranche Talk — CLO portfolio trading and allocating in a tough market with OHA’s Tommy Wong

Update: 2025-09-22
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In this episode of Cloud 9fin, our global head of CLOs, Tanvi Gupta, returns for her ongoing series, Tranche Talk. This time, she’s joined by Oak Hill Advisors’ portfolio manager Tommy Wong.

They dive into the forces shaping today’s CLO market — including macroeconomic drivers, asset allocation strategies, credit selection in a low-arb environment, as well as the effects of M&A on loan supply.

Have any feedback for us? Send a note to podcast@9fin.com.

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Tranche Talk — CLO portfolio trading and allocating in a tough market with OHA’s Tommy Wong

Tranche Talk — CLO portfolio trading and allocating in a tough market with OHA’s Tommy Wong

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