CLO Market Outlook 2020

Virtual
June 24, 2020

19 days left

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 June 5, 2020

(Schedule Times are in ET)

Advisory Board

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

8:00am

Virtual Event Opens

9:10am

Opening Remarks

Lauren Bautista, SVP, Opal Group

9:15am

European Investor Roundtable

 

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.

Maximilien Faré, Senior Director, CLO Credit Investments,
Mount Street Portfolio Advisers GmbH

10:55am

Networking Break

11:00am

European Regulatory Issues

 

Panelists

Cameron Saylor, Partner, Paul Hastings (Europe) LLP

Callaghan Kennedy, Partner, Maples and Calder

11:45am

Networking Break

11:50am

ESG & Impact CLOs

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

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

1:55pm

Networking Break

2:00pm

Introducing KTX Exchange: 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

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
Panelists

Nicole Skalla, Partner, Paul Hastings LLP

Travis Johnson, Principal, 1607 Strategies

Paul St. Lawrence, Partner, Morgan Lewis & Bockius LLP

Moderator

Anthony Schexnayder, Head of Business Development, KopenTech

Panelists

Omar Chaudhry, Head of CLO Trading, BNP Paribas

4:50pm

Virtual Happy Hour

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


Registration Pricing

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

*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?
  • 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