
John Kim
CEO and co-founder of Reckoner Capital, experienced CLO investor and structurer with a long sell-side and buy-side background in CLOs and structured credit.
Best podcasts with John Kim
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Mar 6, 2026 • 43min
#32, John Kim, CEO and Co-Founder, Reckoner Capital
John Kim, CEO and co-founder of Reckoner Capital, a seasoned CLO investor and structurer. He talks about launching innovative CLO ETFs, including levered AAA and reinvesting structures. He contrasts leverage versus lower-rated debt and explains liquidity limits for private credit. He also covers market maturity, software loan concentration, and why Reckoner is cautious on new CLO equity.


