Alex Navin
Managing Director at Performance Trust Capital Partners specializing in trading CLOs with extensive experience on the trading desk and as a CLO portfolio manager.
Best podcasts with Alex Navin
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Mar 20, 2026 • 42min
Tranche Talk — Navigating CLO trading technicals with Performance Trust’s Alex Navin
Alex Navin, Managing Director at Performance Trust and veteran CLO trader and portfolio manager. He discusses rising trading volumes and why AAA liquidity is holding. He compares today’s volatility to past sell-offs. He unpacks BB market bifurcation, selective equity opportunities, vintage and reset risks, and US versus European relative value.
