#28, Greg Borenstein, Portfolio Manager, Ellington Credit Company
About this episode
Greg Borenstein discusses the conversion of EARN from a mortgage REIT and the implications for the CLO market.
Greg Borenstein, Portfolio Manager of Ellington Credit Company, ticker: EARN, joins The CLO Investor podcast to discuss EARN's conversion from a morgage REIT, the backdrop for CLO equity and mezzanine, and why CLO equity captive funds are negative for the CLO market.
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- #30, Shiloh Bates, 2025 CLO Recap
- #29, Brad Larson, Head of U.S. Global Credit Financing, CIBC
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