CLO Summit 2016

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

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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 December 5, 2016

11:00am

Exhibit Setup / Registration

2:30pm

Opening Remarks

Managing Director, Deloitte & Touche LLP

Managing Director, Moody's Investors Service

Managing Director, Moody's Investors Service

2:45pm

CLO HEDGES & ALTERNATIVE STRUCTURES

  • Total return swaps, interest rate swaps and options
  • CLO warehouses
  • Leveraged loan exposure
  • Cash flow hedging
Moderator

Counsel, SEWARD & KISSEL LLP

Panelist

Managing Director, Macquarie Capital (USA) Inc.

Panelist

Partner, Kaye Scholer LLP

Panelist

Director, Cortland Capital Market Services

Panelist

Director, Citi

3:30pm

THE AAA CONUNDRUM, WHAT WOULD BREAK THE IMPASSE?

  • Why aren’t many pension funds and investment managers buying AAA CLO paper?
    – Structural issues, liquidity, regulatory reform
  • Should there be room for CLOs as investments in large corporate cash portfolios?
  • What would it take to expand the investor universe?
    – Better understanding, more liquidity, less complexity, greater standardization, less optionality
    – Do current spreads offer adequate relative value?
  • Do we have enough geographic diversity of buyers?

President, Prime II Management LLC

Senior Vice President, Macquarie Four Corners

4:00pm

THE CURRENT STATE AND OUTLOOK FOR THE CLO MARKET

Moderator

Managing Director, Moody's Investors Service

Panelist

Partner & Managing Director, Fortress Investment Group

Panelist

Senior Director, Corporate Ratings, S&P Global Ratings

Panelist

Partner, DLA Piper LLP (US)

Panelist

Partner, Advisory, KPMG LLP

5:15pm

Cocktail Reception

7:00am

Breakfast

8:00am

Welcoming Remarks

Managing Director, Deloitte & Touche LLP

Managing Director, Moody's Investors Service

Managing Director, Moody's Investors Service

8:15am

INVESTOR ROUNDTABLE

Moderator

Executive Director, Morgan Stanley

Panelist

Managing Director, Ares Management

Panelist

Portfolio Manager, Neuberger Berman Fixed Income

Panelist

President and Chief Investment Officer, Glacier Lake Capital Advisors

Panelist

Managing Member, Rion Capital

HOW TO CONSTRUCT A CLO:

BUILDING A PORTFOLIO AND NEGOTIATING DOCUMENTS

  • Mechanics of portfolio construction
  • Key structural features of the deal
  • Credit investment strategies: Manager bias and structural limitations
Moderator

Partner, Schulte Roth & Zabel LLP

Panelist

Sr. Director, New York Life Investment Mgmt, LLC

Panelist

Portfolio Manager, Sound Point Capital Management

Panelist

Partner, Ashurst LLP

Panelist

Vice President, Eagle Point Credit Management

Panelist

Vice President, Eagle Point Credit Management

9:00am

EVALUATING LEVERAGED LOAN  MARKET PERFORMANCE AND DIRECTION

Moderator

Managing Director, U.S. Head Corporate Ratings, Fitch Ratings

Panelist

CFA, Managing Director, Senior Portfolio Manager, CIFC Asset Management

Panelist

Senior Director, Corporate Ratings, S&P Global Ratings

Panelist

Chief Executive Officer, MJX Asset Management LLC

Panelist

Managing Director, Member of the Executive Committee, Marathon Asset Management

CLO EQUITY

Moderator

Vice President, CLO Syndicate, BNP Paribas

Panelist

Managing Director & Head of Structured Products, CIFC Asset Management

Panelist

Director, Structured Products Portfolio Manager, Credit Suisse Asset
Management

Panelist

Managing Partner, Eagle Point Credit Management LLC

Panelist

Head of Investing, Medley

Panelist

VP, Goldman

Panelist

Executive Director, Morgan Stanley

9:45am

ISSUER ROUNDTABLE

Moderator

Head, CLO New Issue, Goldman Sachs

Panelist

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

Panelist

Principal and Head Trader, Kingsland Capital Management

Panelist

Vice President - Leveraged Loans, 40|86 Advisors

Panelist

Managing Director, NewStar Capital

Panelist

Chief Executive Officer, MJX Asset Management LLC

Panelist

Managing Director, MidOcean Credit Partners

Panelist

Global Head of Leveraged Loans, AXA Investment Management

CLO MARKETS IN A REGULATED ENVIRONMENT

  • Risk retention
  • Leveraged Loans
  • Liquidity
  • Legal Issues
Moderator

Partner, Dechert LLP

Panelist

Partner, KPMG

Panelist

Independent Director Alpha Governance Partners LLC, formerly Federal Reserve Board

Panelist

Partner, Milbank, Tweed, Hadley & Mccloy LLP

Panelist

Partner, Morgan, Lewis & Bockius LLP

Panelist

Partner, Maples and Calder

Panelist

VP- Senior Analyst, Moody's Investors Service

Panelist

Managing Director, Virtus Partners, LLC

10:30am

Refreshment Break

10:45am

HOW TO ANALYZE STRUCTURAL FEATURES OF A CLO

  • The latest and greatest in CLO structures and what new structural features to expect in 2016
  • CLO pricing and its impact on structure
  • The latest developments in features such as reinvestment, WAL tests, Cov-Lite Loans and Repricings
Moderator

Director, BNY Mellon

Panelist

Managing Director, Fitch Ratings

Panelist

Partner, Ashurst

Panelist

Senior Vice President, Manager, Moody's Investors Service

Panelist

Senior Manager, Ernst & Young

Panelist

Executive Director, Mizuho Securities USA Inc.

CLO MEZZ TRANCHES / OPPORTUNITIES AND RELATIVE VALUE

  • The Current State and the latest developments in Mezz CLO investing
  • The Impact of regulatory requirements
  • Relative value
  • 2016 Outlook: Issuance / spreads / structural innovations
Moderator

Head of Structured Products Distribution, Mitsubishi UFJ Financial Group (MUFG)

Panelist

Managing Director, Napier Park Global Capital

Panelist

CLO Portfolio Manager, PineBridge Investments

Panelist

Portfolio Manager, Silverview Capital Partners

Panelist

Managing Director, Head of US Securitized Products Research, Nomura

Panelist

Managing Director, Seix Investment Advisors LLC

11:30am

VALUATION, ANALYSIS & COMMUNICATION:

Recent Markets and Challenges of Valuation from both Intrinsic or Current Price Determination

CLO Equity – valuation challenges, market observations and relative value

Moderator

Managing Director, NewOak

Panelist

COO & Co-Founder, DealVector

Panelist

Partner, KPMG

SECONDARY CLO MARKET

  • Current trends & market drivers – BWIC & trade volumes, liquidity & spreads
  • Finding relative value in secondary CLOs – uncovering opportunities
  • Analyzing secondary CLOs – metrics & observations
  • Market reaction to risk retention rulings, Volcker & Non-Volcker compliant deals
  • Longer term concerns
  • Outlook for 2016 & beyond
Moderator

Head of CLO and Euro ABS Research, Citi

Panelist

Managing Director, Guggenheim Securities

Panelist

Associate, Morgan Stanley

Panelist

Vice President, Secondary CLO, Goldman Sachs

12:15pm

Lunch

1:30pm

RELATIVE VALUE IN THE CLO MARKET

  • CLO Relative Value Entering 2017
  • Relative Value for CLOs vs. Competing Assets
  • Relative Value in the CLO Capital Stack
  • The Biggest Risks for Investors
Moderator

Managing Director, Wells Fargo Securities, LLC

Panelist

Managing Director, Senior Portfolio Manager, Structured Products, CIFC Asset Management

Panelist

Managing Director, Portfolio Manager, HPS Investment Partners, LLC

Panelist

Executive Director, Nomura Securities International Inc

LAUNCHING A CLO PLATFORM

  • Attracting investors to your platform
  • Supporting your platform: infrastructure options
  • Meeting today’s challenges
Moderator

Director, KPMG

Panelist

Senior Portfolio Manager, ZAIS Group, LLC

Panelist

CEO, MP Senior Credit Partners

Panelist

Associate Director, Cortland Capital Market Services

Panelist

Managing Director, Black Mountain Systems

Panelist

President, Mariana Systems

Panelist

Partner, Winston & Strawn LLP

Panelist

Managing Partner, Covenant Credit Partners

Panelist

Senior Vice President, U.S. Bank Global Corporate Trust Services

2:15pm

CLO MANAGERS ROUNDTABLE – STATE OF THE ART

Moderator

Partner, Latham & Watkins LLP

Panelist

Senior Managing Director, Black Diamond Capital Management

Panelist

Portfolio Manager, Onex Credit Partners LLC

Panelist

CEO & CIO, Octagon Credit Investors, LLC

Panelist

Senior Portfolio Manager, Alcentra

Panelist

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

MANAGER SCREENING AND EVALUATION – Comparing CLO Managers

  • How important in Equity Return as a measure of Manager Performance for Debt investors
  • AAA spread as a sign of market perception of the manager?
  • “Good Times” vs “Stressful Times” managers
  • Collateral Quality tests
  • MV Metrics
  • Manager Size
  • PM Changes
  • Tools
  • Buy and Hold vs Active traders
  • Sub Advisors
Moderator

Senior Director - Financial Engineering, Moody's Analytics

Panelist

Portfolio Manager and Managing Director, HPS Investment Partners, LLC

Panelist

Director, DFG Investment Advisers

Panelist

Portfolio Manager, Eagle Point Credit Management LLC

Panelist

Partner, Dechert LLP

Panelist

Director, New York Life Investment Management

Panelist

Managing Director, Capital One Bank

Panelist

Managing Director, Crescent Capital Group

3:00pm

CLOS 2.0

Re-Pricings, Refinancings & Resets

  • Current refinancing activity this year and how does it compare to last year?
  • What are the main drivers/obstacles for refi’s?
  • What other documentation changes you see in addition to reducing spreads?
  • What is the outlook for refinancings in 2016?

Risk Retention

  • How has risk retention impacted the issuance of CLOs 2.0?

The Impact of oil and gas prices on CLO performance

  • How has the decline in oil and gas prices impacted CLO performance, including NAVs, secondary pricing, reinvestment capabilities, and OC/IC effects?

What are some of the recent challenges in constructing and maintaining a CLO

Moderator

Managing Director, Deloitte & Touche LLP

Panelist

Senior Director, Analytical Manager, Structured Credit, S&P Global Ratings

Panelist

Of Counsel, Paul Hastings LLP

Panelist

Head of Capital Markets & Banking, Redding Ridge Asset Management

Panelist

Assistant Vice President, Jefferies LLC

Panelist

Managing Director, Mizuho Securities USA Inc.

Panelist

Partner, Walkers

SUCCESSFUL CLO MANAGEMENT STRATEGIES AND STRUCTURES IN THE CURRENT ENVIRONMENT

  • How to handle and/or delegate tactical discretion between equity and debt
  • Whether to allow for a short component
  • Operational considerations in the current environment and how strategy/structure may influence operational costs
Moderator

Managing Director, Fitch Ratings

Panelist

Senior Vice President, Crescent Capital Group

Panelist

Co-Head of Performing Credit and Senior Portfolio Manager, Apollo Global Management

Panelist

Managing Director, THL Credit SLS

Panelist

Managing Director, Kingsland Capital

3:45pm

Refreshment Break

4:00pm

BEST PRACTICES – OPERATIONAL ISSUES FOR MAINTAINING A CLO

Moderator

Senior Vice President, U.S. Bank

Panelist

Managing Director, Black Mountain Systems

Panelist

Managing Director, WSO Head of Strategy, IHS Markit

Panelist

Partner, Ernst & Young

Panelist

Managing Director, BNY Mellon

TAX PLANNING FOR THE MANAGERS AND CLOS UNDER THE NEW PRESIDENT

Moderator

Partner, DLA Piper LLP (US)

Panelist

Executive Director, Ernst & Young

Panelist

Associate, DLA Piper LLP (US)

4:45pm

OPPORTUNITIES AND OBSTACLES IN THE EUROPEAN CLO MARKET

  • Looking back on 2015 and Forward to 2016
  • Drawing distinctions between the US and European CLO markets
  • How Europe is managing risk retention
  • Leveraged Loans: Supply and demand
  • Landscape of collateral managers:  Moving from consolidation to diversification
  • European regulatory landscape—CRA3, CRR, AIFMD, EMIR and others
Moderator

Partner, Walkers

Panelist

Chief Executive Officer, Serone Capital Management LLP

Panelist

Partner, Milbank, Tweed, Hadley & McCloy

Panelist

Senior Director, Fitch Ratings

Panelist

Head of Credit, Carmignac

5:30pm

Cocktail Reception

9:00am

Breakfast

10:10am

Welcoming Remarks

Managing Director, Deloitte & Touche LLP

Managing Director, Moody's Investors Service

Managing Director, Moody's Investors Service

10:15am

MIDDLE MARKET

Moderator

Director, Structured Credit, S&P Global Ratings

Panelist

Managing Partner, Tennenbaum Capital Partners LLC

Panelist

Managing Director, Star Mountain Capital, LLC

Panelist

Special Counsel, Milbank, Tweed, Hadley & McCloy LLP

Panelist

President, Cerberus Capital Management

Panelist

VP - Senior Credit Officer/Manager, Moody’s

Panelist

Director, Capital One

11:15am

RESEARCHER’S ROUNDTABLE

  • How attractive are CLOs from a relative value perspective right now:
    • Across the CLO capital stack?
    • Compared to other asset classes?
  • Does the market appropriately differentiate pricing based on the collateral manager?
  • With weakening loan fundamentals / rising defaults anticipated:
    • What are the implications to the CLO market?
    • How can collateral manager style / strategy impact performance?
  • Risk Retention:
    • How is / will this impact the CLO market?
    • Can we learn anything from Europe?
  • What changes have you seen in the CLO buyer base over the past year?
  • What is your 2016 CLO Outlook for US & Euro CLOs (e.g., issuance, redemptions , key themes, etc.)
Moderator

Senior Director, Structured Finance Research, S&P Global Ratings

Panelist

Research Analyst, Deutsche Bank

Panelist

Vice President, Morgan Stanley Fixed Income Research

Panelist

Senior Managing Director, Guggenheim Partners

Panelist

Vice President, Nomura Securities International, Inc.

Panelist

Head of CLO and Euro ABS Research, Citi

12:15pm

Make the Media Work for You

President & CEO, Olmstead Williams Communications

12:30pm

Conference Concludes

12:30pm

GOLF

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


DoubleTree Suites Doheny Beach
34402 Pacific Coast Highway Dana Point, CA 92629
Standard Suites $199
Laguna Cliffs Resort & Spa
25135 Park Lantern Dana Point, CA 92629 phone: (949) 661-5000
SOLD OUT
The Ritz-Carlton, Laguna Niguel
One Ritz-Carlton Drive Dana Point, CA 92629 phone: (949) 240-2000
SOLD OUT
The Monarch Beach Hotel (formerly St. Regis Monarch Beach) SOLD OUT
*Prices exclude taxes. Rates are exclusive of 10.095% plus $3 per night city assessment tax.
DoubleTree Suites by Hilton Doheny Beach - Dana Point - Moquila Dining    DoubleTree Suites by Hilton Doheny Beach - Dana Point - Sunset Deck    DoubleTree Suites by Hilton Doheny Beach - Dana Point - Pool    DoubleTree Suites by Hilton Doheny Beach - Dana Point - Tempo Meeting Room Foyer    DoubleTree Suites by Hilton Doheny Beach - Dana Point - Meeting Room
DoubleTree Suites Doheny Beach images

 

Opal Group has secured overflow accommodations for attendees at the Ritz-Carlton, Laguna Niguel, Laguna Cliffs Resort & Spa and DoubleTree Suites.  Continuous shuttle service will be provided between the hotels.

 

  • 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.

 

TRAVEL INFORMATION:

Opal Group is happy to provide our attendees with a special rate for car service to/from the airport.  Best Worldwide Chauffeured Transportation has 24 hour service available. Opal Group’s special group rates include complimentary luggage assistance to and from the hotel. Please fill out this form and send back to the email address on the form. Flight information must be provided when reserving your transportation.

Don’t forget to mention Opal Group to receive the preferred group rate.

 

Best Worldwide Chauffeured Transportation

Website: http://www.bestchauffeured.com/

Email: groups@bestchauffeured.com

Telephone: 714.375.9128

 

SNA- John Wayne/Orange County Airport

Travel Time = 21 miles / 30 minutes

 

LGB-Long BeachAirport

Travel time = 41 miles / 1 hour

 

LAX- Los Angeles National Airport

Travel Time = 65 miles / 1 hour, 15 minutes

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 STRUCTURES RESEARCHER’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