Collateralized Loan Obligations

Collateralized Loan Obligations (CLOs) are structured finance vehicles that pool corporate bank loans and sell securities to qualified investors. Collectively, PPM and our affiliate PPM Loan Management Company, LLC (PPMLM) have served as collateral manager for 13 CLOs dating back to 1999. As collateral manager, we select investments appropriate for the portfolio, manage assets held by the CLO, and determine an appropriate exit from each investment.1 CLOs are a natural extension of our investment activities and expertise in floating rate corporate bank loans, leveraging the talent and experience of our CLO management team, which has an average of 13 years investment experience.

Deals
  • SERVES 1999-5
  • SERVES 2001-6
  • SERVES 2004-1
  • SERVES 2006-1
  • PPM Grayhawk CLO
  • PPM Riviera Loan Fund
  • PPM CLO 2018-1
  • PPM CLO 2
  • PPM CLO 3
  • PPM CLO 4
  • PPM CLO 5
  • PPM CLO 6
  • PPM CLO 7

Investment Solutions

Resources

13
CLOs in the firm's history
400+
Unique loan and bond issuers across CLOs
$2.5
Billion AUM IN CLOs 
1999
bank loan team established
13
Years Avg. Investment Experience - CLO Team
93
average diversity score across oustanding clos2

Active CLO Manager Since 1999

Bank Loan Team History

Bank Loan Team History

Leveraged Credit and CLO Assets

Bank Loans, $1.3B
High Yield Debt, $2.8B
PPM CLOs, $2.5B
Third Party CLOs, $1.3B

Portfolio Managers

Experience and Stability

PPM utilizes a team-based approach to manage the assets of the portfolio, working closely to generate ideas and gain greater insight on the macroeconomic environment as they make investment decisions. The portfolio management team is supported by peers on the fixed income team as well as the credit research, structured products, risk management and trading teams. The research performed by credit analysts is among the most important inputs contributing to the portfolio management team’s investment decisions.

photo of Chris Kappas
Christopher Kappas

Portfolio Manager

photo of Dan Green
Dan Green, CFA

Portfolio Manager

photo of Michael Sterne
Michael Sterne, CFA, CPA

Portfolio Manager

Our Insights

Our Story

We have the expertise, reach and resources to provide clients with a diverse set of investment solutions.

Firm statistics provided above are as of December 31, 2024. (1) All securities sold by a CLO managed by PPM are sold via third party placement agents and are not available for purchase from PPM or its affiliates directly. (2) Average diversity score of PPM’s CLO 2018-1 and CLOs 2-6. Information based on the October 2023 payment date trustee report. For illustrative purposes only.