CLO Market Outlook 2021
Virtual
May 10, 2021 - May 11, 2021
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
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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 |
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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. |
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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 |
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LIVE PANELS CONCLUDE
Platform will remain open for one on one meetings, communication with event delegates, visiting exhibit booths and viewing session recordings. |
Registration Pricing
| 1 user/pass | |
|---|---|
| Investor | Complimentary* |
| Issuer | Complimentary* |
| Standard | $295 |
*Subject to Opal Group’s verification and approval.
- 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
