CLO Market Outlook 2021

Virtual
May 10, 2021 - May 11, 2021

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Virtual conferences are playing a crucial role in this time of remote work and digital business by allowing organizations to adapt in a world going through new challenges. These changes are not only altering the way we do business now but will alter the way we do business in the future.

At Opal Group, our goal is to become a valued partner to the financial investment world by providing options for companies and individuals to connect with one another in their efforts to share information, deal flow, and foster relationships that fuel your efforts to reach your target market. Today, Opal Group is proud to offer customized live virtual conferences that combine market timely ideas and industry specific topics – produced to connect like-minded individuals and companies. This new digital offering can help expand your brand’s reach, position speakers as thought leaders, and connect with potential prospects amidst the world’s current climate.

Opal is proud to launch our CLO Market Outlook Summit (virtual) taking place on May 10-11, 2021.

Please join us on this journey to navigate the wave in our future by attending and sharing thoughts on best practices and directions of deal flow opportunities.

Preliminary Agenda subject to modification. To request our current agenda, participant list and sponsors


Current as of

Schedule is in EDT

8:25am

Welcome Remarks

Lauren Bautista, SVP, Opal Group

8:30am

The Current State & Outlook of the European CLO Market

Moderator

Andrea Tortora, Head of European Modelling & Content, Trepp

Panelists

Vedanta Bagchi, Portfolio Manager, Director, Commerzbank AG

Conor O'Toole, Managing Director, Global Head of CLO Research & Head of European Asset Backed Research, Deutsche Bank

Francis McCullough, Global Head of CLO Capital Markets & Structuring, Sound Point Capital Management, LP

Nick Bland, Director - Head of UK Client Services, Ocorian

9:15am

Networking Break & Exhibitor Showcase

9:20am

European CLO Manager Roundtable

Ratul Roy, Head of CLO and Euro ABS Research, Citi

Panelists

Francois Gauvin, Partner & Portfolio Manager, Ares Management, L.P.

Conor Power, Managing Director, MacKay Shields Europe Investment Management Limited

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

Nuno Caetano, Director & Portfolio Manager, INVESCO Senior Secured Management Inc.

10:05am

Networking Break & Exhibitor Showcase

10:15am

European CLO Investor Roundtable

Moderator

Asha Narayan, CLO Portfolio Manager, PGIM

Panelists

Philippe Jodin, Partner, Alegra Capital LTD

Glynis Webb, Director, Allied Irish Banks plc

Shawn Cooper, Portfolio Manager, Orchard Global Asset Management

David Altenhofen, Senior Portfolio Manager, PensionDanmark A/S

Simon Gold, Senior Portfolio Manager, ISP Group

11:00am

Networking Break & Exhibitor Showcase

11:05am

The Current State & Outlook of the US CLO Market

Moderator

Sonal Patel, Structured Finance / Capital Markets, Citi Agency & Trust

Panelists

Gabby Garcia, Vice President, Credit Suisse

Laila Kollmorgen, Managing Director, PineBridge Investments

Dan Wohlberg, Director, Eagle Point Credit Management LLC

Phillip J. Azzollini, Partner, Schulte Roth & Zabel LLP

11:50am

Networking Break & Exhibitor Showcase

12:00pm

Further Electronification of the Loan Market – taking a huge step forward

Moderator

Kevin McPartland, Head of Market Structure & Technology Research, Greenwich Associates

Panelists

Howard Cohen, Head of Leveraged Loans, MarketAxess

Ted Basta, Executive Vice President of Market Analytics & Investor Strategy, LSTA

Mike Clawson, Loan Trader, Wells Fargo

Sean Wills, Blackrock

12:45pm

Networking Break & Exhibitor Showcase

1:30pm

Four Seasons in CLO land – Spring addition

Speakers

Serhan Secmen, Managing Director - Head of Structured Credit Portfolios, Napier Park Global Capital

Thomas Majewski, Managing Partner, Eagle Point Credit Management LLC

Volkan Kurtas, Founder, Managing Partner & Chief Investment Officer, Vibrant Capital Partners, Inc.

2:15pm

Networking Break & Exhibitor Showcase

2:25pm

US CLO Manager Roundtable

Moderator

Craig Stein, Partner, Schulte Roth & Zabel LLP

Panelists

Justin Driscoll, CEO and Director, Gallatin Loan Management

Ivo Turkedjeiv, Head of CLO Team, New Mountain Capital

Dan Hayward, Managing Director, Ares Management, L.P.

Pratik Gupta, Head of CLO / RMBS Research, BofA Securities

Sam DeRosa-Farag, Market Strategist, Independent Consultant

3:25pm

Networking Break & Exhibitor Showcase

3:35pm

US CLO Investor Roundtable

Moderator

Connor Buttner, Managing Director, Head of Client Success, KANERAI

Panelists

Angela Best, Director, Structured Finance, MetLife Investments

Allen Fu, Structured Products Investment Head, Silver Rock Financial LP.

Andy Ross, Senior Director, Investment Risk and Structured Products, Pacific Asset Management

Palak Pathak, Senior Vice President, Trust Company of the West

Day 1 LIVE PANELS CONCLUDE

Schedule is in EDT

9:00am

Welcome Remarks

Lauren Bautista, SVP, Opal Group

9:05am

Track A: ESG CLOs

Moderator

Huub Mourits, Global Head Structured Finance & Capital Markets Services, Trustmoore Group

Panelists

Vivek Bommi, Senior Portfolio Manager | Non-Investment Grade Credit, Neuberger Berman

Andrew Bellis, Partner, Partners Group

Vivien de Gunzburg, President, Ceres Infrastructure Asset Management L.L.C.

Carmen Nuzzo, Head - Fixed Income, Principles for Responsible Investment

Track B: Relative Value in the CLO Market

Moderator

Paul Nikodem, Managing, Director, Head of US Securitized Products Research, Nomura

Panelists

Ryan Brauchler, Director - CLO Tranche Investing and Portfolio Management, Napier Park Global Capital

Arthur Rosenbach, Senior Credit Analyst, Bank Leumi Le Israel B.M.

Matt Shepard, Senior Vice President, Portfolio Manager, Shenkman Capital Management, Inc.

Adam Goldberg, Vice President, MidOcean Credit Partners

9:50am

Networking Break & Exhibitor Showcase

10:00am

Tack A: Libor Transition

Moderator

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

Panelists

Dagmara Michalczuk, Principal and Portfolio Manager, Tetragon Credit Partners

Neha Khoda, Director, Head of Loan Strategy, BofA Securities

Yann Marty, Associate Director, U.S. CLO team, S&P Global Ratings

Track B: CLO ETFs

Moderator

Laura Flores, Partner, Morgan Lewis

Panelists

Peter Coppa, Managing Partner, Alternative Access Funds

Michael Cafiero, Director, Institutional Sales & Trading, Brownstone Investment Group

Josh Khalif, Institutional Trader, Flow Traders U.S. Institutional Trading LLC

10:45am

Networking Break & Exhibitor Showcase

10:55am

Track A: Technology as a Strategic Advantage

Moderator

Americo Cascella, CEO, Pacific & Plains Capital

Panelists

James Vogl, Head of Product, KopenTech

David Nochimowski, Head of Global CLO & ABS Strategy, BNP Paribas

Fatima Hadj, Initiator & Co-founder, Climate Action Women

Track B: CRE CLOs

Moderator

Steven Kolyer, Partner, Sidley Austin LLP

Panelists

Brennan Woods, CFA, Vice President | CMBS Capital Markets , J.P. Morgan

Simon Miller, Portfolio Manager, DoubleLine Capital LP

Douglas Armer, Executive Vice President, Capital Markets, and Treasurer, Blackstone Mortgage Trust

Deryk Meherik, Senior Vice President, Moody's Investors Service

11:40am

Networking Break & Exhibitor Showcase

11:50am

Track A: Middle Market CLOs

Moderator

Christopher Gilbert, Head of U.S. CLO Banking, Natixis

Panelists

Arlene Shaw, Managing Director, Treasurer, Brightwood Capital Advisors, LLC

Daniel V. Oshinsky, Partner, Schulte Roth & Zabel LLP

Kevin S. McLeod, Senior Managing Director, Cerberus Capital Management, L.P.

Track B: Secondary Market Trading

Moderator

Anthony Schexnayder, Head of Business Development, KopenTech

Panelists

Joe Guzzi, Senior Vice President, Head of US CLO Trading, Jefferies LLC

Olga Chernova, CIO & Portfolio Manager, Sancus Capital Management LP

Ian Gilbertson, CLO Trader and Portfolio Manager, Invesco

Marc Steinberg, Head CLO Trading, Brownstone Investment

12:35pm

Networking Break & Exhibitor Showcase

12:45pm

Researchers Roundtable

Moderator

Jim Manzi, Senior Director, SF Research, S&P Global Ratings

Panelists

Charlie Wu, Strategist, Morgan Stanley

Maggie Wang, Managing Director, Head of US CLO & CDO Research, Citi Global Markets

Pratik Gupta, Head of CLO / RMBS Research, BofA Securities

LIVE PANELS CONCLUDE

 

Platform will remain open for one on one meetings, communication with event delegates, visiting exhibit booths and viewing session recordings.

1star
etc.venues 360 Madison
360 Madison Ave, New York, NY 10017


Registration Pricing

1 user/pass
Investor Complimentary*
Issuer Complimentary*
Standard $295

*Subject to Opal Group’s verification and approval.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • Overview of the Real Estate Economy
  • Regulatory/Tax Issues: What Are The Realized Effects Of The New Tax Laws?
  • Opportunity Zones 201
  • Value-Add and Opportunistic vs. Core and Core Plus Investments
  • Real Estate Debt and Alternative Financing Strategies
  • Analyzing Direct vs. Co-Investment vs. Commingled Funds
  • Finding Deal Flow, Acquisitions & Acquisition Due Diligence
  • Real Estate Disrupters 2020: The Future Culprits?
  • Family Office Discussion: What Are You Looking For In This Cycle?
  • Live and on demand video panels

  • Exhibit Hall with branded interactive booths and analytics

  • Ability to connect via instant message chat, video chat, direct message

  • Live Chatting Options in sessions, private 1:1 communication & lounge area for group networking

  • And more!

  • Investment Banks
  • Issuers
  • Investors
  • Trustee, Administrators
  • Platforms
  • Law Firms
  • Rating Agencies
  • Family Offices
  • Consultants
  • Attorneys
  • Accounting Firms
  • Hedge Funds
  • Service Providers
  • Pension Plans
  • Institutional Investors
  • Insurance Companies
  • Investment Managers

Manager vs. Investor Breakdown

    Investor Breakdown