CLO Market Outlook 2020

June 24, 2020

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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 June 24th, 2020.

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 Times are in ET)

Advisory Board

Sonal Patel, Managing Director, Head of Sales – Americas, Bermuda and Caribbean, Ocorian


Virtual Event Opens


Opening Remarks

Lauren Bautista, SVP, Opal Group


European Investor Roundtable



Dasha Sobornova, Partner, Mayer Brown LLP


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


Networking Break


European Manager Roundtable



Sonal Patel, Managing Director, Head of Sales – Americas, Bermuda and Caribbean, Ocorian


Tyler Wallace, Portfolio Manager, Fair Oaks Capital Ltd

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


Networking Break


European Regulatory Issues



Rupert Wall, Partner, Sidley Austin LLP


Cameron Saylor, Partner, Paul Hastings (Europe) LLP

Callaghan Kennedy, Partner, Maples Group

David Quirolo, Partner, Cadwalader, Wickersham & Taft LLP


Networking Break


ESG & Impact CLOs


Julia Tsybina, Counsel, Clifford Chance LLP


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


Lunch Break


Middle Market CLOs


Christopher Duerden, Partner, Dechert LLP


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


Networking Break


Introducing Live Bidding: A Better Way to Trade CLOs

James Vogl, CFA, Head of Product, KopenTech


Networking Break


US Investor Roundtable


Eric Hudson, Senior Managing Director, Structured Credit, Kroll Bond Rating Agency


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


Networking Break


US Manager Roundtable


Christopher Desmond, Partner, Dechert LLP


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


Networking Break


Rebecca O'Brien, Associate, Clifford Chance US LLP


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


Anthony Schexnayder, Head of Business Development, KopenTech


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


Virtual Happy Hour

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

Registration Pricing

1 user/pass
Standard / Service Providers $295
Issuer $100
*1st 50 investors complimentary registration
Discounted pricing on multiple passes available. Please contact your Opal Representative or for additional details.

*Subject to Opal Group’s verification and approval.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898
  • 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?
  • 1on1 and group meeting capabilities

  • Live Video Keynote Speakers and Panels Presentations with Q&A

  • Exhibit Hall with branded interactive booths

  • Collateral Information sharing

  • Ability to connect and share contact details with one another

  • Live Chatting Options in sessions, private rooms & Lounge areas for peer to peer or group networking via live chat or video chat

  • Custom 1:1 Meeting Rooms with video conferencing (pre-arranged meetings between LPs/Allocators and Sponsor Managers)

  • 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