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 April 6, 2021
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(Schedule Times are in ET) |
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Advisory Board Sonal Patel, Managing Director, Head of Sales – Americas, Bermuda and Caribbean, Ocorian |
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| 8:00am |
Virtual Event Opens |
| 9:10am |
Opening Remarks Lauren Bautista, SVP, Opal Group |
| 9:15am |
European Investor Roundtable
Moderator
Dasha Sobornova, Partner, Mayer Brown LLP
Panelists
Vedanta Bagchi, Director, Investment Office, Commerzbank AG Stephan Plagemann, Chief Investment Officer, Mount Street Portfolio Advisers GmbH Ganesh Rajendra, Managing Partner, Integer Advisors LLP Mark Hale, Chief Executive Officer, Prytania Asset Management |
| 10:00am |
Networking Break |
| 10:05am |
European Manager Roundtable
Moderator
Sonal Patel, Managing Director, Head of Sales – Americas, Bermuda and Caribbean, Ocorian
Panelists
Tyler Wallace, Portfolio Manager, Fair Oaks Capital Ltd Nuno Caetano, Director & Portfolio Manager, Invesco Senior Secured Management Inc. |
| 10:55am |
Networking Break |
| 11:00am |
European Regulatory Issues
Moderator
Rupert Wall, Partner, Sidley Austin LLP
Panelists
Cameron Saylor, Partner, Paul Hastings (Europe) LLP Callaghan Kennedy, Partner, Maples Group David Quirolo, Partner, Cadwalader, Wickersham & Taft LLP |
| 11:45am |
Networking Break |
| 11:50am |
ESG & Impact CLOs
Moderator
Julia Tsybina, Counsel, Clifford Chance LLP
Panelists
Monica Filkova, Head of Market Intelligence, Climate Bonds Initiative Jonathan Tower, Managing Partner, Arctaris Impact Fund Greta Golz, Portfolio Management & Head of ESG Analytics, ZAIS Group, LLC Parul Gupta, Head of Business Development, Arabesque S-Ray GmbH Mimi Eng, VP-Senior Analyst, Moody's Investors Service |
| 12:35pm |
Lunch Break |
| 1:10pm |
Middle Market CLOs
Moderator
Christopher Duerden, Partner, Dechert LLP
Panelists
Shiloh Bates, Managing Director, Flat Rock Global, LLC Daniel Strong, Executive Director, Structured Finance Group, SMBC Nikko Securities America, Inc. Daniel Oshinsky, Partner, Schulte Roth & Zabel LLP Michael Schewitz, Co-Portfolio manager, Credit Trading and Investment, Investec Bank (UK) Limited |
| 1:55pm |
Networking Break |
| 2:00pm |
Introducing Live Bidding: A Better Way to Trade CLOs James Vogl, CFA, Head of Product, KopenTech |
| 2:20pm |
Networking Break |
| 2:25pm |
US Investor Roundtable
Moderator
Eric Hudson, Senior Managing Director, Structured Credit, Kroll Bond Rating Agency
Panelists
Dan Wohlberg, Director, Eagle Point Credit Management LLC Sam DeRosa-Farag, Independent Consultant Laila Kollmorgen, Managing Director, PineBridge Investments Olga Chernova, Portfolio Manager, Sancus Capital Management LP Edward Dale, Portfolio Manager and Managing Director, HPS Investment Partners, LLC |
| 3:10pm |
Networking Break |
| 3:15pm |
US Manager Roundtable
Moderator
Christopher Desmond, Partner, Dechert LLP
Panelists
Patrick Daugherty, President and Chief Investment Officer, Glacier Lake Capital Advisors Jim Wiant, Senior Portfolio Manager, MidOcean Credit Partners Mark Mahoney, President and Chief Investment Officer, Gulf Stream Asset Management Justin Driscoll, CEO and Director, Gallatin Loan Management Craig Stein, Partner, Schulte Roth & Zabel LLP Edmond Seferi, Partner, Morgan, Lewis & Bockius LLP |
| 4:00pm |
Networking Break |
| 4:05pm |
Moderator
Rebecca O'Brien, Associate, Clifford Chance US LLP
Panelists
Nicole Skalla, Partner, Paul Hastings LLP Travis Johnson, Principal, 1607 Strategies Paul St. Lawrence, Partner, Morgan Lewis & Bockius LLP Sagi Tamir, Partner, Mayer Brown LLP
Moderator
Anthony Schexnayder, Head of Business Development, KopenTech
Panelists
Omar Chaudhry, Head of CLO Trading, BNP Paribas Pierce Derkac, CLO Trader, Brean Capital Hong Zhao, Global Head of CLO Trading, Societe Generale Andy Ross, Senior Director, Investment Risk and Structured Products, Pacific Asset Management |
| 4:50pm |
Virtual Happy Hour |
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
