European CLO Summit 2016

Fairmont Monte Carlo, Monte Carlo, Monaco
October 17, 2016 - October 18, 2016

24 days left

Opal Group is proud to present our European CLO Summit: The Annual CLO, Leveraged Loan, & Loan Liquidity Conference. The European 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 European CLO Summit 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 September 23, 2016

19:00

Exhibit Setup

7:00

Exhibit Setup / Breakfast / Registration

9:00

Opening Remarks

9:15

Workshop

9:45

Investor Roundtable

Moderator

Matthew Jones, Senior Director, S&P Global Ratings

Panelist

Andrew Bellis, Managing Director, 3i Debt Management

10:30

The Current State and Outlook for the Global CLO Market

Moderator

Chris Porter, Head of Loan, Recovery & CLO Business Development, EMEA, S&P Global Ratings

Panelist

Neil Servis, Chief Executive Officer, Serone Capital Management LLP

Panelist

Steven Paget, Vice President and Portfolio Manager, PGIM Limited

Panelist

Julian Schickel, Managing Director - Head of London Office, ZAIS GROUP (UK) LIMITED

Panelist

Nick Shiren, Partner, Cadwalader, Wickersham & Taft LLP

11:15

Refreshment Break

11:30

CLO Equity

Moderator

Hernan Quipildor, Head of CLO Origination Europe, Natixis

Panelist

Michael Micko, Head of European Credit Strategies, Napier Park Global Capital

Panelist

Philippe Jodin, Partner, Alegra Capital LTD

Panelist

Eric Havard Duclos, Managing Director, AXA Investment Managers

12:15

Manager Screening & Evaluation

Moderator

Dave Kavanagh, Vice President, BNY Mellon

Panelist

Selma Cilka, Director, DFG Investment Advisers

Panelist

Roger Coyle, Partner, Fair Oaks Capital

Panelist

Dimitri Kaltsas, Director, Structured Analytics & Valuations, Moody’s Analytics

Panelist

David Frey, Portfolio Manager, HPS Investment Partners, LLC

13:00

Networking Luncheon

14:30

CLO 2.0’s Evolution Not Revolution – Market Backdrop & Themes 

Moderator

TBA, Walkers

Panelist

Colin Atkins, Managing Director and Head of the European Structured Credit, The Carlyle Group

Panelist

Frank Roessig, Country Manager, Akeance Luxembourg

Panelist

Dushy Puvan, Head of CLO Origination & Structuring, BNP Paribas

Panelist

Javier Hevia De Portocarrero, Vice President-Senior Analyst, Moody’s Investors Service

15:15

CLO Managers Roundtable – State of the Art

Moderator

Vicki Marmorstein, Partner, Latham & Watkins LLP

Panelist

Hans L. Christensen, Chief Executive Officer, MJX Asset Management LLC

Panelist

Jonathan Butler, Managing Director, PGIM Fixed Income

Panelist

Alan Kelly, Structured Credit, Apollo Management

Panelist

Mick Vasilache, Partner- Leveraged Finance, Chenavari Investment Managers

16:00

Refreshment Break

16:15

How to Analyse Structural Features of a CLO

Moderator

Sandeep Chana, Director, S&P Global Ratings

Panelist

Edward Dale, Portfolio Manager, HPS Investment Partners, LLC

17:00

Securitisation and Market Place Lending (P2P)

Moderator

Jeremiah M. Wagner, Partner, Cadwalader, Wickersham & Taft LLP

Panelist

TBA, Blue Elephant Capital Management

Panelist

Marc Bajer, Chairman & Founder, Hadrian's Wall Capital

Panelist

George Zittis, Vice President – Senior Analyst, Moody’s Investors Service

Panelist

Oliver Fochler, Managing Partner, CEO, Stone Mountain Capital LTD

Panelist

Jean-Benoit Gambet, Investment Manager, Eiffel Investment Group

17:45

Networking Cocktail Reception

In conjunction with the Opal Exchange Summit participants

8:00

Breakfast

9:00

Opening Remarks

9:15

Issuer Roundtable

Moderator

Jay Grushkin, Partner, Milbank, Tweed, Hadley & McCloy LLP

Panelist

Shannon Ward, Managing Director, Oaktree Capital Management, LLC

Panelist

Hans L. Christensen, Chief Executive Officer, MJX Asset MANAGEMENT LLC

10:00

CLO Markets in a Regulated Environment

  • Solvency II Issues
  • Risk Retention
Moderator

James Waddington, Partner, Dechert LLP

Panelist

John Goldfinch, Partner, Milbank, Tweed, Hadley & Mccloy LLP

Panelist

Nick Proud, Senior Managing Director- International, Assured Guaranty

Panelist

David Quirolo, Partner, Cadwalader, Wickersham & Taft LLP

10:45

Evaluating Leveraged Loan Market Performance and Direction

Moderator

David Gillmor, European Head of Leveraged Analytics, S&P Global Ratings

Panelist

Camille McLeod-Salmon, Assistant Portfolio Manager, Mediterranean Bank plc

Panelist

Frederic Maire, Managing Director- Loans Portfolio Manager, DELFF ASSET MANAGEMENT

Panelist

Tyler Wallace, Head of Corporate Credit, Mediterranean Bank plc

Panelist

Thierry de Vergnes, Global Head of Debt Fund Management, Lyxor UK LLP

Panelist

Gauthier Reymondier, Managing Director, Sankaty Advisors

Panelist

Stephen Baker, Portfolio Manager, Onex Credit Partners

Panelist

Dan Robinson, Portfolio Manager and Head of European Performing Credit, Apollo Global Management LLC

11:45

Refreshment Break

12:00

Realative Value in the CLO Market

Panelist

TBA, Serone Capital Management LLP

Panelist

TBA, AXA Investment Managers

Panelist

Steve Baker, Managing Director, Structured Credit, Apollo Global Management LLC

Panelist

Miten Amin, Director, Financial Engineering, Structured Analytics & Valuation, Moody’s Analytics

12:45

Launching A New CLO

Moderator

Sandeep Chana, Director, S&P Global Ratings

Panelist

Vincent Ingato, Senior Portfolio Manager, ZAIS Group, LLC

Panelist

Justin Driscoll, CEO, MP Senior Credit Partners

Panelist

Paul Byrne, Vice President, BNY Mellon

Panelist

Tim Ruxton, Associate Director, Cortland Capital Market Services

13:00

Networking Luncheon

14:30

Middle Market

Moderator

TBA, Walkers

Panelist

Gerard Donohue, Chief Portfolio Manager, Cordet Capital Partners LLP

Panelist

David Matson, Managing Director, IKB Deutsche Idustriebank AG

15:15

AAA Investor Roundtable

Moderator

TBA, Fitch Ratings

Panelist

TBA, AXA Investment Managers

16:00

How to Construct A CLO:

Building A Portfolio and Negotiating Documents

Moderator

Anatoly Sorin, Vice President, US Bank

Panelist

Paul Tapper, Director, Rothschild

16:45

Researchers’ Roundtable

17:30

Networking Cocktail Reception

In conjunction with the Opal Exchange Summit participants

4star
Fairmont Monte Carlo
12 Avenue des Spélugues, Monte Carlo, Monaco-Ville, Monaco


Single Occupancy 285 €
Double Occupancy 305 €
*Sea View Rooms available at an additional 100 €. Rates are per room / per night and include service, VAT and continental breakfast. The currency exchange rate used will be that prevailing on the day of receipt of the payment.
  • 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:

Access by helicopter…

Heli Air Monaco provides regular links between Monaco and Nice Airport in only 7 minutes.
A private complimentary shuttle will be at your disposal upon arrival and departure in Monaco.

Special rates have been negotiated :
– Nice to Monaco: 120Euros all taxes included, per person

– Monaco to Nice: 115Euros all taxes included, per person

– Round trip: 235Euros all taxes included, per person

To enjoy these convention rates, please contact or email : booking@heliairmonaco.com

Tel. + 377 92 050 050 / Fax + 377 92 050 051

Reference 57057 “OPAL 2016”

Access by ground…

Opal is happy to provide our attendees with a special rate for car service to/from the airport.  Monaco Prestige Limousines has 24 hour service available. Please fill out this form and send back to the email address below.  Flight information must be provided when reserving your transportation.

130.00€ for all arrivals or departure between 08AM until 08PM, per vehicle and 20% more if between 08PM and 08AM with a sedan (berline) + VAT ( 10%)

140.00€ for all arrivals or departure between 08AM until 08PM, per vehicle and 20% more if between 08PM and 08AM with a Van + VAT ( 10%)

MONACO PRESTIGE LIMOUSINES

Le Beverly Palace Bloc B

13, Bd de Belgique

98000 MONACO

TEL : +377 87 06 36 95

FAX : +377 97 97 94 47

PORT : +33 6 07 77 35 37

Web : www.mpl.mc

contact@mpl.mc

Registration Pricing

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

*Subject to Opal Group's approval. Eligibility will be verified.

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

No keynotes at this time

Presented by
  • Investor Roundtable
  • The Current State And Outlook For The Global CLO Market
  • CLO Equity
  • CLOS, a Tool to Fund the Real Economy
  • How to Analyse Structural Features of a CLO
  • CLO Managers Roundtable – State of the Art
  • CLO Managers Roundtable – State of the Art
  • CLO 2.0’S Evolution Not Revolution – Market Backdrop & Themes
  • Manager Screening & Evaluation
  • Issuer Roundtable
  • Securitisation and Market Place Lending (P2P)
  • CLO Markets in a Regulated Environment/ Risk Retention
  • Evaluating Leveraged Loan Market Performance and Direction
  • Relative Value in the CLO Market
  • Launching a New CLO
  • Middle Market
  • AAA Investor Roundtable
  • How to Construct a CLO
  • Successful CLO Management Strategies and Structures in the Current Environment
  • Attendees Include:

  • CEO, 3i Debt Management

  • Managing Director, 3i Debt Management

  • Director, A&F S.A. (Advisory & Finance)

  • Board Director, A&F S.A. (Advisory & Finance)

  • Country Manager, Akeance Luxembourg

  • CFO, Alba Leasing

  • Partner, Alegra Capital LTD

  • Portfolio Manager, Amundi

  • BDM -Institutional Clients, Anthilia Capital Partners

  • Managing Director, Structured Credit, Apollo Global Management LLC

  • Managing Director, AXA Investment Managers

  • PM/Senior Analyst, AXA Private Equity

  • Portfolio Manager, Babson Capital Management, LLC

  • Managing Director, Babson Capital Management, LLC

  • Partner, B-Crown Advisors CVBA

  • Managing Director, Black Diamond Capital Management Ltd

  • Director, BlackRock

  • VP, BlackRock

  • Portfolio Manager, BlueMountain Capital

  • Chairman, Boston Portfolio Advisors

  • TBA, BNY Mellon

  • Partner, Cadwalader, Wickersham & Taft LLP

  • Capital Structure and Restructuring, Cairn Capital

  • Senior Portfolio Manager, Cairn Capital

  • Portfolio Manager, Cape Capital AG

  • Managing Director and Head of the European Structured Credit, The Carlyle Group

  • Director, Portfolio Manager, Carlyle Group

  • General Manager, Castlepines Global Equities Limited

  • Partner- Leveraged Finance, Chenavari Investment Managers

  • Managing Director, Head of Loan Capital Markets - Leveraged Finance, Commerzbank AG

  • Chief Portfolio Manager, Cordet Capital Partners LLP

  • TBA, Cortland Capital Market Services

  • Assistant Portfolio Manager, Leveraged Finance, CQS

  • Head of Loans, CQS

  • Director, Acquisition Finance, Crédit Industriel et Commercial

  • ...And many more!

Access by helicopter…

Heli Air Monaco provides regular links between Monaco and Nice Airport in only 7 minutes.
A private complimentary shuttle will be at your disposal upon arrival and departure in Monaco.

Special rates have been negotiated :
– Nice to Monaco:              120Euros all taxes included, per person 

– Monaco to Nice:              115Euros all taxes included, per person 

– Round trip:                      235Euros all taxes included, per person 

To enjoy these convention rates, please contact or email :  booking@heliairmonaco.com

Tel. + 377 92 050 050 / Fax + 377 92 050 051

Reference 57057 “OPAL 2016”