Matt Farrell in 9fin: Family Offices and CLOs Create a Growing Investment Trend

February 20, 2025

In a recent 9fin interview, Deputy CIO of WE Family Offices, Matt Farrell discussed the increasing interest in collateralized loan obligations (CLOs) among family offices. As private credit strategies gain traction, more firms are looking to structured credit as a way to diversify portfolios and capture attractive yields.

Farrell highlighted how family offices, once hesitant, are now recognizing CLOs as an effective tool for managing liquidity, risk and income generation. He noted that while institutional investors have historically dominated the CLO market, RIAs and family offices represent a broader, largely untapped investor base.

Read the full article here to learn more about this growing investment trend.

Important Information:

This interview contains our current opinions and commentary that are subject to change without notice. Our commentary is distributed for informational and educational purposes only and does not consider the specific investment objective, financial situation, or needs of any recipient. The information contained herein does not constitute legal or tax advice to any person. Please consult with your tax advisor regarding any taxation implications of the information presented in this presentation.