European CLO Summit 2017

etc.venues County Hall, London
November 2, 2017

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Opal Group is proud to present our European 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.

Current as of October 31, 2017

7:15

Exhibit Set-Up

8:00

Registration Desk Opens / Continental Breakfast

8:55

Welcoming Remarks

9:00

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

Jonathan Bowers, Partner, Senior PM, CVC Credit Partners

Panelist

Eddy Piedra, Vice President - Leveraged Loans, 40|86 Advisors

Panelist

Andrew Bellis, Managing Director, Partners Group

Panelist

Michael Malek, Director, Structured Credit/CLOs, Credit Suisse Securities (Europe) Limited

Panelist

Steven Paget, Vice President and Portfolio Manager, PGIM Limited

Panelist

Zak Summerscale, Chief Investment Officer - Credit Fund Management, Europe & Asia, Intermediate Capital Group (ICG)

9:45

INVESTOR ROUNDTABLE

Moderator

Matthias Neugebauer, Head of European Structured Credit and Corporate Loan Securitisation, Fitch Ratings

Panelist

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

Panelist

Greg Branch, Chief Investment Officer, Partner, SCIO Capital LLP

Panelist

Matthew O'Sullivan, Head of Commercial Securitisation, M&G Investment Management

Panelist

Eric Havard Duclos, Managing Director, AXA Investment Managers

Panelist

Sergio Morales, CFA, Executive Director, Active Credit Portfolio Management, Santander GBM

Panelist

Olivier Genin, Senior Portfolio Manager, Amundi Asset Management

10:30

EVALUATING LEVERAGED LOAN MARKET PERFORMANCE AND DIRECTION

Moderator

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

Panelist

Frédéric Maire, Partner, DELFF Management Ltd.

Panelist

Thierry de Vergnes, Head of Acquisition Debt Fund Management, Amundi Asset Management

Panelist

Madelaine Jones, Managing Director, Oaktree Capital Management

Panelist

Jean-Philippe Maltais, CLO Analyst, GLG Partners

11:15

Networking Refreshment Break

11:30

HOW TO ANALYSE STRUCTURAL FEATURES OF A CLO

Moderator

Aleem Akhtar, Director, Structured Credit, S&P Global Ratings

Panelist

Jacob Walton, Director, Rothschild Credit Management (Europe)

Panelist

Michael Schewitz, Credit Trading, Investec Bank (UK) Limited

Panelist

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

Panelist

Peter Melichar, Investment Consultant, Key Capital Investment Management

Panelist

Julien Devaux, Director, Natixis Corporate & Investment Banking

RELATIVE VALUE IN THE CLO MARKET

Moderator

Alan Packman, Director-Product Specialist, Moody’s Analytics

Panelist

Marcus White, CLO Portfolio Manager, Prytania Group

Panelist

Olivier Dieudonne, Partner, CLO Investment, Pamplona Funds

Panelist

Florian Viros, Credit Analyst, Carmignac

Panelist

T.K. Narayan, Head of Corporate Structured Products & Partner, Oak Hill Advisors

Panelist

Rishad Ahluwalia, Managing Director, J.P. Morgan Securities plc

12:15

CLO 2.0’S EVOLUTION NOT REVOLUTION – MARKET BACKDROP & THEMES

Moderator

Sandeep Chana, Director, S&P Global Ratings

Panelist

Frank, Roessig, Head Digital Finance Solutions, Telindus - Proximus Group

Panelist

Eddy Piedra, Vice President - Leveraged Loans, 40|86 Advisors

Panelist

Mark Hale, Chief Investment Officer, Prytania Investment Advisors LLP

CLO EQUITY

Moderator

Asif Khan, Managing Director, Head of CLO Business, MUFG Securities

Panelist

Matthew Layton, Partner, Pearl Diver Capital

Panelist

Miguel Ramos, Partner, Fair Oaks Capital

Panelist

Michael Micko, Head of European Credit Strategies, Napier Park

Panelist

Edward Dale, Portfolio Manager and Managing Director, HPS Investment Partners, LLC

13:00

Networking Luncheon

14:00

CLO MANAGERS ROUNDTABLE

Moderator

Emanuele Tamburrano, Analytical Manager, S&P Global Ratings

Panelist

David Fewtrell, Director and Portfolio Manager, Investcorp Credit Management EU Limited

Panelist

Jonathan Butler, Managing Director, PGIM Fixed Income

Panelist

Adeel Shafiqullah, Managing Director, Och-Ziff Management Europe Limited

CAPITAL RELIEF TRADES

Moderator

Thorsten Klotz, Managing Director, Structured Finance, Moody’s Investors Service

Panelist

Kaikobad Kakalia, Chief Investment Officer, Chorus Capital Management Ltd

Panelist

Matthias Korn, Board Member, Caplantic GmbH

Panelist

Juan Grana, Managing Director, Nomura

Panelist

TBA, BNP Paribas

Panelist

Sanjev Warna-kula-suriya, Partner, Latham & Watkins

Panelist

TBA, Partner, Clifford Chance LLP

15:00

CLO MARKETS IN A REGULATED ENVIRONMENT

Moderator

James Waddington, Partner, Dechert LLP

Panelist

Cameron Saylor, Partner, Paul Hastings

Panelist

Huub Mourits, Global Head of Structured Finance Services, TMF Group

Panelist

Garry Ferguson, Partner – Finance & Capital Markets, Walkers

Panelist

Valia Theodoraki, Vice President, Marketing, Cayman Island Stock Exchange

Panelist

David Quirolo, Partner, Cadwalader, Wickersham & Taft LLP

15:45

Networking Refreshment Break

16:00

LAUNCHING A NEW CLO

Moderator

George Zittis, Vice President - Senior Credit Officer, Moody’s Investors Service

Panelist

Tim Ruxton, Associate Director, Cortland Capital Market Services

Panelist

Sergio Grasso, Portfolio Manager, Head of Investment Department, Accunia Credit Management

Panelist

Diala Minott, Partner, Paul Hastings

Panelist

Peter Melichar, Investment Consultant, Key Capital Investment Management

Panelist

Guillaume Tarneaud, Managing Director, Portfolio Manager, CVC Credit Partners

MANAGER SCREENING & EVALUATION

Moderator

Sayed Ali, Senior Sales Director, ClearStructure Financial Technology, LLC

Panelist

Stephan Plagemann, Managing Director, Mount Street Portfolio Advisers

Panelist

Ratul Roy, Head of CLO and Euro ABS Research, Citigroup Inc.

Panelist

David Frey, Managing Director and Portfolio Manager, HPS Investment Partners, LLC

16:45

REFI’S AND RESETS

Moderator

Anatoly Sorin, Vice President, US Bank

Panelist

Eriko Aron, Director, Risk Management, SCIO Capital LLP

Panelist

Javier Hevia Portocarrero, Vice President - Senior Credit Officer, Moody’s Investors Service

Panelist

Barry Lane, Director, Investcorp

PRIVATE DEBT AND DIRECT LENDING

Moderator

Lars Schmidt-Ott, Managing Director, Be Spoke Capital/ Invision AD

Panelist

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

Panelist

Herman Guelovani, Head of Credit Management, NIBC Bank N.V.

Panelist

Marc Bajer, Chief Executive Officer, Hadrian's Wall Capital Ltd.

17:30

Networking Cocktail Reception

1star
etc.venues County Hall, London, United Kingdom


Suggested Hotel Address Star Rating Reservation Info
Marriott County Hall Westminster Bridge Rd, SE1 7PB Distance: 100ft 5 Phone: +44 (0) 207 928 5200
Website: www.marriott.co.uk
Premier Inn London County Hall Belvedere Road, SE1 7PB Distance: 50ft 3 Phone: +44 (0) 871 527 8648
Website: www.premierinn.com/gb
Park Plaza Westminster Bride 200 Westminster Br Rd, SE1 7UT Distance: 200ft 4 Phone: +44 (0) 844 415 6790
Email: ppwlres@pphe.com Website: www.parkplaza.com/london
*Prices exclude taxes

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
  • 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 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

S&P Global Ratings, a part of S&P Global Inc. (NYSE: SPGI), is the world’s leading provider of credit ratings. We have more than 1 million credit ratings outstanding on government, corporate, financial sector and structured finance entities and securities. With approximately 1,400 credit analysts, a presence in 26 countries, and more than 150 years’ experience of assessing credit risk, we offer a unique combination of global coverage and local insight. Our research and opinions about relative credit risk provide market participants with information to help support the growth of transparent, liquid debt markets worldwide. Learn more at spglobal.com/ratings.