CLO Summit 2016

Monarch Beach Resort, Dana Point, CA
December 4, 2016 - December 6, 2016

97 days left

Opal Group is proud to present our CLO Summit. The CLO Summit is an educational forum designed for investors, issuers, underwriters, rating agencies, lawyers and accountants. At this conference, they can learn the newest techniques to maximize returns and reduce risk exposure in this growing area of Asset-Backed Finance. An in-depth review of recent regulatory changes in addition to rating agency methodology, legal, tax and structural considerations will provide attendees with the tools necessary to stay one step ahead of their competitors.

The conference will serve as an opportunity where a meaningful dialogue can be opened to address concerns regarding this dynamic segment of the market. This event promises to be the "must attend" CLO event of 2016.

Agenda current as of August 30, 2016

5star
Monarch Beach Resort
1 Monarch Beach Resort North, Dana Point, CA, United States


Standard Room $319
Pool/Ocean View Room $349
Executive Suite $379
*Prices exclude taxes. Rates are exclusive of tax, currently 10.3% and a $3.00 Tourism Tax.
  • Rooms are available only to those participants who are registered conference attendees.
  • The name on the form will be the name of the guest room.
  • Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
  • Rooms will not be guaranteed without a credit card.

Registration Pricing

Standard Rate
Standard Registration $1,995
Issuer Registration* $1,295
Investor Registration* $795

*Subject to Opal Group's approval. Eligibility will be verified. First 100 Issuer and Investor registrations are complimentary.

Sponsorship, Exhibition & Speaking Opportunities 212-532-9898 info@opalgroup.net

No Keynote at this time

Presented by
  • THE AAA CONUNDRUM, WHAT WOULD BREAK THE IMPASSE?
  • THE CURRENT STATE AND OUTLOOK FOR THE CLO MARKET
  • INVESTOR ROUNDTABLE
  • HOW TO CONSTRUCT A CLO: BUILDING A PORTFOLIO AND NEGOTIATING DOCUMENTS
  • EVALUATING LEVERAGED LOAN MARKET PERFORMANCE AND DIRECTION
  • CLO EQUITY
  • ISSUER ROUNDTABLE
  • CLO MARKETS IN A REGULATED ENVIRONMENT
  • HOW TO ANALYZE STRUCTURAL FEATURES OF A CLO
  • CLO MEZZ TRANCHES / OPPORTUNITIES AND RELATIVE VALUE
  • VALUATION, ANALYSIS & COMMUNICATION
  • SECONDARY CLO MARKET
  • RELATIVE VALUE IN THE CLO MARKET
  • LAUNCHING A CLO PLATFORM
  • CLO MANAGERS ROUNDTABLE – STATE OF THE ART
  • MANAGER SCREENING AND EVALUATION
  • CLOS 2.0
  • SUCCESSFUL CLO MANAGEMENT
  • BEST PRACTICES-OPERATIONAL ISSUES FOR MAINTAINING A CLO
  • ACCOUNTING AND TAX
  • OPPORTUNITIES AND OBSTACLES IN THE EUROPEAN CLO MARKET
  • MIDDLE MARKET
  • CLO HEDGES & ALTERNATIVE STRUCTURESRESEARCHER’S ROUNDTABLE
  • Attendees Include:

  • Managing Partner, 3i Debt Management

  • Managing Director, 20 Gates Management

  • Vice President - Leveraged Loans, 40|86 Advisors

  • Portfolio Manager - Leveraged Loans, Aegon USA Investment Management Inc

  • Co-Portfolio Manager, Aegon Usa, Inc

  • Senior Portfolio Manager, Alcentra

  • Vice President, American Capital Ltd.

  • Managing Director, Angel Oak

  • Director, Angelo Gordon & CO

  • Vice President, Angelo Gordon & CO

  • Principal - Corporate Structured Credit, Apollo Capital Management

  • Investor Relations – Credit, Apollo Global Management, LLC

  • Co-Head Structured Products, APOLLO Credit Management

  • Senior Vice President, Ares Management LLC

  • Managing Director, Ares Management

  • Portfolio Manager- Partner, Ares Management LLC

  • Portfolio Analyst, Ares Management LLC

  • Partner and Portfolio Manager, Ares Management LLC

  • Managing Director, Ares Management LLC

  • CLO Analyst, Ares Management

  • Principal, Ares Management

  • Managing Director, Atalaya Capital Management

  • Managing Director, Babson Capital Management, LLC

  • CLO Trader/Analyst, Bayview Asset Management, LLC

  • Senior Managing Director, Benefit Street Partners, LLC

  • Director, Benefit Street Partners, LLC

  • Senior Managing Director, Black Diamond Capital Management

  • Analyst, Bluemountain Capital Management

  • Chairman, Boston Portfolio Advisors

  • Vice President & Portfolio Manager, Braddock Financial Corporation

  • Trader, Brigade Capital Management

  • Head of Structured Products, Business Development Corporation of America

  • Professor of Finance, Cal State Dominguez Hills

  • CEO, Canaras Capital Management

  • Senior Credit Analyst, Collateral Manager, Canaras Capital Management

  • Partner, Canyon Capital Advisors

  • Managing Director, Canyon Capital Advisors

  • Vice President, Canyon CLO Advisors

  • Portfolio Manager, Canyon CLO Advisors

  • Managing Director, Capital One Bank

  • Managing Director, Capital One

  • TBD, Capital One

  • Principal, The Carlyle Group

  • Managing Director, The Carlyle Group

  • Managing Director, CarVal Investors, LLC

  • Director, CarVal Investors, LLC

  • General Manager, Castlepines Global Equities Limited

  • Portfolio Manager, Chilmark Hill Capital

  • Portfolio Manager, The Chotin Group

  • Chief Investment Officer, The Chotin Group

  • Portfolio Manager, The Chotin Group

  • CIS Asset Management (Deutschland)

  • Senior Managing Director & Co-Head Leveraged Debt Group, Columbia Threadneedle Investments

  • Senior Managing Director and Co-Head, Leveraged Debt Group, Columbia Threadneedle Investments

  • Director of Portfolio Management and Research, Convergent Wealth Advisors

  • Art Cooper, COO, Cooper Family Office (SFO)

  • Analyst, Corbin Capital Partners

  • Managing Partner, Covenant Credit Partners

  • Vice President, Credit Suisse Asset Management

  • Director, Structured Products Portfolio Manager, CREDIT SUISSE ASSET MANAGEMENT

  • Portfolio Manager, Credit Value Partners

  • Vice President, Credit Value Partners

  • Managing Director, Crescent Capital Group

  • Senior Vice President, Crescent Capital Group

  • Managing Director and Head of Trading, Crescent Capital Group LP

  • Senior Managing Director, Crestline Denali Capital, L.P.

  • Director, Crestline Investors, Inc.

  • Partner, Senior Portfolio Manager, CVC Credit Partners

  • Research Analyst, Deutsche Bank

  • Managing Director, DFG Investment Advisors

  • Director, DFG Investment Advisers

  • Analyst, Doubleline

  • Portfolio Manager, Fixed Income Asset Allocation & Multi-Asset Growth, Doubleline

  • Portfolio Manager, Global Developed Credit, Doubleline Capital

  • Analyst, Doubleline

  • Director, Complex Asset Solutions, Duff & Phelps

  • Vice President, Eagle Point Credit Management

  • TBA, Eagle Point Credit Management

  • FVP & Assistant Treasurer, East West Bancorp Inc.

  • Analyst, Eaton Vance Investment Management

  • Vice President & Portfolio Manager, Eaton Vance Management

  • Senior Investment Manager, EOF Services (Asia)

  • Assistant Director, Board of Governors of the Federal Reserve System

  • Risk Management Specialist, Federal Reserve Bank OF Chicago

  • Partner & Managing Director, Fortress Investment Group

  • Associate, Freshfields Bruckhaus Deringer

  • CEO & CIO, Gapstow Capital Partners

  • Investment Analyst, Gapstow Capital Partners

  • Founding Partner and Senior Portfolio Manager, GoldenTree Asset Management, LP

  • Head of Loan Trading, GoldenTree Asset Management

  • Portfolio Manager, Goldentree Asset Management LP

  • Portfolio Manager and Director of Investments, Golub Capital

  • Managing Director, GSO / BLACKSTONE DEBT FUNDS MANAGEMENT LLC

  • Managing Director, GSO/Blackstone

  • Senior Managing Director, Guggenheim Partners

  • Managing Principal, Halcyon Loan Management LLC

  • MD & Portfolio Manager, Highbridge Principal Strategies, LLC

  • Senior Vice President, CLO Trading/Structuring, Highbridge Principal Strategies, LLC

  • CIO, Highbury Capital Management

  • President, Highbury Capital Management

  • CLO Trader, Highland Capital Management

  • Managing Director, Highland Capital Management

  • Head of Trading and Structured Products, Highland Capital Management

  • Managing Director, Highland Capital Management

  • Director, Highland Capital

  • HVS International

  • Managing Director, ICE Canyon LLC

  • CLO Analyst, Ice Canyon LLC

  • Director, Insight Investment

  • Head of Bank Loan Portfolio Management, Insight Investment

  • Managing Director, Intermediate Capital Group

  • Managing Director, Intermediate Capital Group

  • TBA, Intex

  • Vice President, IVP

  • CMBS Trading, Janney Montgomery Scott LLC

  • Managing Director, J.C. Flowers & Co. LLC

  • Principal, JCR Capital

  • TBA, Jefferies

  • Managing Director, JP Morgan Asset Management

  • Executive Director, J.P. Morgan Asset Management

  • President, Kawata Financial Group

  • Principal and Head Trader, Kingsland Capital Management

  • Trader, King Street Capital Management

  • Senior Managing Director, Kramer Van Kirk Credit Strategies

  • LCM Asset Management LLC

  • Senior Vice President, Lehman Brothers Holdings Inc.

  • Portfolio Manager, Littlejohn & Co

  • Global Investment Director, Lloyd Bancaire

  • Managing Director, Macquarie Capital (USA) Inc.

  • Director, Madison Capital Funding

  • Managing Director, Madison Capital Funding LLC

  • Portfolio Manager, Magnetar Capital

  • Co Head Fixed Income, Magnetar Capital

  • Vice President, Maples Fiduciary

  • Senior Vice President, Maples Fiduciary

  • Maples Fund Services

  • TBA, Maples

  • Managing Director, Co-Head of CLOs and Leveraged Loans, Marathon Asset Management

  • Trader, Marathon Asset Management

  • Global Managing Director, Medici Firma

  • Managing Director, Midocean Credit Partners

  • Portfolio Manager, Mizuho Alternative Investments

  • Chief Executive Officer, MJX Asset Management LLC

  • Research Head, Morningside Credit Partners

  • Chief Operating Officer, Morningside Credit Partners LLC

  • Advisor, Mountain Bridge Advisors

  • VP, MountainView IPS

  • CEO, MP Senior Credit Partners

  • Director, MUFG Union Bank

  • Portfolio Manager, MUFG Union Bank

  • Managing Director, MUFG Union Bank

  • Portfolio Manager, Napier Park Global Capital

  • Associate - Structured Credit, Napier Park Global Capital

  • Investment Professional, Nationwide Insurance

  • Managing Director, Neuberger Berman Fixed Income

  • Portfolio Manager, Neuberger Berman Fixed Income

  • Analyst, Neuberger Berman

  • CEO, NewOak Asset Management

  • Managing Director, NewStar Capital

  • Sr. Director, New York Life Investment Mgmt, LLC

  • Portfolio Manager & Partner, Oak Hill Advisors

  • AVP, Portfolio Analysis. Oaktree Capital Management, L.P.

  • SVP, Fund Accounting, Oaktree Capital Management

  • Analyst, Omega Advisors

  • Portfolio Manager – Structured Credit, Omega Advisors

  • Portfolio Manager, Onex Credit Partners LLC

  • Managing Director, Pacific Asset Management

  • Executive Director, Palmer Square Capital Management

  • CEO, Par-Four Investment Management, LLC

  • Managing Director, Par-Four Investment Management, LLC

  • EVP, Business Dev. & Capital Markets, Patch of Land

  • Partner, Paul Hastings LLP

  • Of Counsel, Paul Hastings LLP

  • TBA, Paul Hastings LLP

  • Quantitative Risk Analyst, Payden & Rygel

  • VP, Payden & Rygel

  • Chairman, Peer United

  • Structured Analyst, Penn Mutual Asset Management

  • Managing Director, Portfolio Manager, Penn Mutual Life Insurance

  • Managing Director, Perry Capital

  • VP, Perry Capital

  • Managing Director, Petra Capital Management

  • Senior Vice President, PIMCO

  • Managing Director, Leveraged Finance, PineBridge Investments

  • Vice President - Research Analyst, Leveraged Finance, Pinebridge Investments LLC

  • Managing Director-Head of Global Credit and Fixed Income, PineBridge Investments

  • Portfolio Manager, Pine River Capital Management

  • Portfolio Manager, Pioneer Investments

  • President, Prime II Management LLC

  • Senior Portfolio Manager, Princeton Advisory Group, Inc.

  • President & Chief Investment Officer, Princeton Advisory Group, Inc.

  • Principal, Redan Park Asset Management

  • Managing Director-Resource Capital Markets, Resource America

  • SVP, Rimrock Capital

  • Managing Member, Rion Capital

  • Co-Founder / Managing Member, Rion Capital LLC

  • Managing Director, SAVA c/o David Salz

  • Managing Director, Seer Capital

  • Managing Director/Principal, Seer Capital

  • Managing Director, Seix Investment Advisors LLC

  • Chief Executive Officer, Serone Capital Management LLP

  • CEO/CIO, SRA Asset Management

  • Director, SRA Asset Management

  • Managing Partner and CIO, Silverview Capital Partners

  • Analyst, Soros Fund Management

  • Portfolio Manager (Floating rate fund), Sound Point Capital Management,

  • TBA, Standard & Poor's Ratings Services

  • Managing Director, Star Mountain Capital, LLC

  • Chief Executive Officer & Investment Committee Member, Star Mountain Capital, LLC

  • Vice President, Stone Point Capital, LLC

  • Portfolio Manager, SVC Asset Management LLC

  • Portfolio Manager, TD Bank

  • Director, Credit Management, TD Securities

  • Managing Partner, Tennenbaum Capital Partners LLC

  • Structured Credit Analyst, Tennenbaum Capital Partners, LLC

  • VP Risk Management and Fund Operations, Tennenbaum Capital Partners LLC

  • Associate, Tennenbaum Capital Partners, LLC

  • Principal, Tennenbaum Capital Partners LLC

  • Managing Directors, THL Credit SLS

  • Managing Director- Co-Head, THL Credit SLS

  • Operating Director, TowerBrook Capital Partners

  • Senior Vice President, Trust Company of the West

  • Vice President, Trust Company of the West

  • SVP, Trust Company of the West

  • Vice President, TCW

  • Vice President - CLO Operation Manager, TCW

  • Managing Director, U.S. Fixed Income, Trust Company of the West

  • Senior Partner, Victory Park Capital

  • Portfolio Manager, Structured Finance, Voya Investment Management

  • Managing Director, Western Alliance Bank

  • President, West Gate Horizons Advisors LLC

  • Managing Director, West Gate Horizons Advisors

  • Director, West Gate Horizons Advisors LLC

  • Senior Portfolio Manager, ZAIS Group, LLC

  • Managing Director, ZAIS Group