#33, Drew Sweeney, Co-Head of Global Credit, TCW
About this episode
Drew Sweeney discusses the impact of AI-displacement risk on loans to software businesses and the implications of declining valuations and cash flows.
Drew Sweeney, Co-Head of Global Credit of TCW, joins The CLO Investor podcast to discuss loans to software businesses at a time when AI-displacement risk is elevated. We discuss the question of if declining software valuations and cash flows will be severe enough to impair first lien loans.
More episodes of The CLO Investor Podcast
- #34, Chris York, Partner, SLR Capital
- #32, John Kim, CEO and Co-Founder, Reckoner Capital
- #31, Serhan Secman, Global Head of CLOs, Napier Park
- #30, Shiloh Bates, 2025 CLO Recap
- #29, Brad Larson, Head of U.S. Global Credit Financing, CIBC
- #28, Greg Borenstein, Portfolio Manager, Ellington Credit Company
Explore listener stats, chart rankings, contacts and more on the The CLO Investor Podcast podcast page.