CLO Summit 2017

Monarch Beach Resort, Dana Point, CA
December 3, 2017 - December 5, 2017

74 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 2017.

September 18, 2017

1star
Monarch Beach Resort is SOLD OUT. Please book below at
The Ritz-Carlton, Laguna Niguel
1 Ritz Carlton Drive, Dana Point, CA, United States


Garden View Single/Double $305
*Rates are exclusive of tax, currently 10.16% and a $3.00 Dana Point TBID assessment charge per / room per night.
  • 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
Investor* $795
Issuer $1,295
Standard $1,995

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to 3rd parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • 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