CLO Summit 2020
Virtual
December 9, 2020 - December 11, 2020
Following travel guidance from the CDC, and the continued growth of the Covid-19 outbreak around the world and in the United States, Opal’s US CLO Summit will be hosted virtually this year.
Our in person event in Dana Point must be rescheduled to new dates in 2021. We will update you as this information becomes available.
The event postponement is the prudent course as the health and safety of the community are of the utmost importance to Opal.
The US CLO Summit is an educational and networking forum designed for investors, issuers, investment banks, underwriters, rating agencies, broker dealers, lawyers, technology firms, service providers, accountants and more. At this conference, they can learn the newest techniques to maximize returns and reduce risk exposure in this area of Asset-Backed Finance, an in-depth review of recent regulatory changes in addition to rating agency methodology, legal, tax and structural considerations will provide attendees with the tools necessary to stay one step ahead of their competitors. The conference will serve as an opportunity where a meaningful dialogue can be opened to address concerns regarding this dynamic segment of the market.
With the changing landscape among numerous industries due to COVID-19, the need to meet is more relevant than ever. Each Opal agenda contains a comprehensive list of seasoned speakers and leaders who are closely watching the impact of COVID-19 and its relation to industry trends. Opal is eager to keep education and networking a priority amongst this community.
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 structured finance 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 Virtual US CLO Summit. This event will address what has happened in the current CLO marketplace since the outbreak of COVID-19 and forecasts for the future of the industry.
We look forward to hosting you soon virtually or at the live event in 2021. Until then, stay safe and healthy!
Join us! Interested in attending, speaking or sponsoring? Contact Lauren Bautista at (212) 532-9898 ext 258 or email info@opalgroup.net
To request our previous agenda, participant list and sponsors
Current as of November 20, 2020
|
Schedule in Eastern Standard Time (EST) |
|
| 9:55am |
Opening Remarks |
| 10:00am |
The Current State and Outlook of the CLO Market
Moderator
TBA, Dechert LLP
Panelists
Adnan Zuberi, Co-Head of Asset Finance and Securitization Origination Americas & Global Head of CLOs, BNP Paribas TBA, Moody’s Investors Service Steven Kolyer, Partner, Sidley Austin LLP Christopher Long, Chairman and Chief Executive Officer, Palmer Square Capital Management TBA, Ocorian Chris Saltaformaggio, Senior Director, New York Life Investors |
| 11:00am |
Networking Break & Exhibitor Showcase |
| 11:10am |
Track A: Investor Roundtable
Moderator
Connor Buttner, Managing Director, Head of Client Success, KANERAI
Panelists
Laila Kollmorgen, Managing Director, PineBridge Investments Dan Wohlberg, Director, Eagle Point Credit Management Ronnie Jaber, Head of Structured Credit, Onex Credit Amir Vardi, Managing Director, Credit Suisse Asset Management Logan Lowe, Structured Credit, Diameter Capital Partners Angela Best, Director, Structured Finance, MetLife Investments |
|
Track B: Managers Roundtable
Moderator
Magnus Wilson-Webb, Director, BNY Mellon
Panelists
Seth Katzenstein, Portfolio Manager, Head of US Loans & High Yield, Intermediate Capital Group Craig Stein, Partner, Schulte Roth & Zabel LLP David Frey, Managing Director and Portfolio Manager, HPS Investment Partners, LLC Conor Power, Managing Director, Mackay Shields Jim Wiant, Managing Director, MidOcean Credit Partners Mark Mahoney, President and Chief Investment Officer, Gulf Stream Asset Management |
|
| 12:10pm |
Networking Break & Exhibitor Showcase |
| 12:15pm |
Standalone |
| 12:35pm |
Networking Lunch Break |
| 1:30pm |
Track A: ESG & Impact CLOs
Moderator
Aiman El-Nahas, Fund Management, Public Markets, Ontario Power Generation Pension Fund
Panelists
TBA, Moody’s Investors Service Daniel Hall, Co-Founder, Pacific & Plains Capital Fatima Hadj, Head of EMEA CLO/Leveraged Loans, DWS Investment GmbH Jonathan Tower, Managing Partner, Arctaris Impact Fund Richard Peterson, Product Head - Data and Analytics, Virtus from FIS Candice Richards, Principal, Compliance /ESG Officer, MidOcean Credit Partners |
|
Track B: TBA
Panelists
Serhan Secmen, Managing Director - Head of Structured Credit Portfolios, Napier Park Global Capital Volkan Kurtas, CEO/CIO, DFG Investment Advisers, Inc. Thomas Majewski, Managing Partner, Eagle Point Credit Management LLC |
|
| 2:15pm |
Networking Break & Exhibitor Showcase |
| 2:25pm |
Track A: Middle Market CLOs
Moderator
TBA, Dechert LLP Nick Robinson, Partner, Allen & Overy LLP Sean Malone, Senor Director, Structured Credit, Kroll Bond Rating Agency Ramki Muthukrishnan, Analytical Manager- Leveraged Finance, S&P Global Ratings Daniel Oshinsky, Partner, Schulte Roth & Zabel LLP Daniel Strong, Executive Director, Structured Finance Group, SMBC Nikko Securities America, Inc. Kevin McLeod, Managing Director, Cerberus Capital Management |
|
Track B: Libor Transition
Moderator
TBA, Mayer Brown LLP
Panelists
Daphne Coelho-Adam, Counsel, Seward & Kissel LLP Alexey Surkov, Partner, Deloitte & Touche LLP TBA, Moody’s Investors Service TBA, EY Gareth Old, Partner, Clifford Chance TBA, IHS Markit |
|
| 3:10pm |
Networking Break & Exhibitor Showcase |
| 3:20pm |
Track A: CLO Equity
Moderator
Robert Villani, Partner, Clifford Chance US LLP
Panelists
Scott Snell, Principal and Portfolio Manager, Tetragon Credit Partners Robert Klein, President & Chief Investment Officer, Clarion Structured Credit Lakshya Madhok, Director, Bain Capital Credit Batur Bicer, Managing Director, Napier Park Global Capital |
|
Track B: Technology as a Strategic Advantage
Moderator
David Kurnov, Senior Director-Solutions Specialist, Moody's Analytics
Panelists
Steve Hasnain, Managing Director, PineBridge Investments Rob Marinaro, Head of Product - Credit, Allvue TBA, EY TBA, IHS Markit |
|
| 4:05pm |
Networking Break & Exhibitor Showcase |
| 4:15pm |
Track A: Secondary CLO Market Trends
Moderator
James Vogl, Head of Product Development, KopenTech
Panelist
Peter Coppa, Managing Partner, Alternative Access Funds Laila Kollmorgen, Managing Director, PineBridge Investments Ian Gilbertson, CLO Trader and Portfolio Manager, Invesco |
|
Track B: Diversity & Inclusion in the CLO Workforce
Moderator
Tracy Feng, Counsel, Allen & Overy LLP
Panelist
Eileen J. Ho, Associate, Morgan, Lewis & Bockius LLP |
|
| 5:00pm |
Virtual Happy Hour |
|
Schedule in Eastern Standard Time (EST) |
|
| 9:25am |
Opening Remarks |
| 9:30am |
Standalone James Vogl, Head of Product Development, KopenTech |
| 9:50am |
Networking Break & Exhibitor Showcase |
| 10:00am |
CLO Managers Roundtable
Panelists
Dan Sherry, Managing Director, Portfolio Manager, Leveraged Finance, PineBridge Investments Sean Kelley, Head of CLO Data Analytics and Research, Senior Vice President, Head of CLO Data Analytics and Research, U.S. Bank Justin Driscoll, CEO and Director, Gallatin Loan Management Rizwan Akhter, CLO Portfolio Manager, York Capital Management Katie Amaro, Managing Director and Associate General Counsel, Guggenheim Investments, LLC Jason Friedman, Managing Director, Member of the Executive and Investment Committee, Marathon Asset Management |
| 10:45am |
Networking Break & Exhibitor Showcase |
| 10:55am |
Standalone |
| 11:15am |
Networking Break & Exhibitor Showcase |
| 11:20am |
Standalone |
| 11:40am |
Networking Break & Exhibitor Showcase |
| 11:50am |
Track A: LEGAL ®ULATORY UPDATES
Moderator
Lawrence Berkovich, Partner, Allen & Overy LLP
Panelists
Edmond Seferi, Partner, Morgan, Lewis & Bockius LLP Rebecca O'Brien, Associate, Clifford Chance US LLP TBA, Cleary Gottlieb Steen & Hamilton LLP |
|
Track B: ETF’s
Moderator
Michael Cafiero, Director, Institutional Sales & Trading, Brownstone Investment Group
Panelists
Peter Coppa, Managing Partner, Alternative Access Funds Josh Khalif, Institutional Trader, Flow Traders U.S. Institutional Trading LLC Laura Flores, Partner, Morgan Lewis |
|
| 12:35pm |
Networking Lunch Break |
| 1:30pm |
Track A: CLO Documentation
Moderator
TBA, Mayer Brown LLP
Panelists
Timothy Walsh, Director, CLO Ratings, S&P Global Ratings Eugene Ferrer, Partner, Paul Hastings LLP Christopher Jackson, Associate, Allen & Overy Paul St. Lawrence, Partner, Morgan Lewis & Bockius LLP Alexandra Middleton, Director-Head of US CLO Structuring, BNP Paribas |
|
Track B: Manager Screening and Evaluation
Panelists
Peter Sallerson, Senior Director, Moody's Analytics Vedanta Bagchi, Director, Investment Office, Commerzbank AG Dagmara Michalczuk, Principal and Portfolio Manager, Tetragon Credit Partners |
|
| 2:15pm |
Networking Break & Exhibitor Showcase |
| 2:25pm |
Track A: The Rise of the Middle Office
Panelists
Edward Metz, Head of Product Platforms, Virtus Partners, LLC Adam Roston, Senior Vice President | Middle Office Solutions, U.S. Bank Colleen Mattern, Director, PwC |
|
Track B: CLO MEZZ
Panelists
Shiloh Bates, Managing Director, Flat Rock Global, LLC Steve Page, CFA , Managing Director, Barings Andy Ross, Senior Director, Investment Risk and Structured Products, Pacific Asset Management |
|
| 3:10pm |
Networking Break & Exhibitor Showcase |
| 3:20pm |
Track A: Relative Value in the CLO Market
Panelists
Arthur Rosenbach, Head of the ABS & Research Desk, Bank Leumi Israel Pratik Gupta, Head of CLO / RMBS Research, BofA Securities |
|
Track B: S&P Corporate Analyst Panel – What’s the Road Back for the Most Affected Sectors?
Moderator
Stephen Anderberg, Sector Lead (CLOs), S&P Global Ratings
Panelists
Phil Baggaley, Sector Lead (Aerospace, Defense & Transportation), S&P Global Ratings Emile Courtney, Director, Corporate Ratings (Hotels), S&P Global Ratings Melissa Long, Director, Corporate Ratings (Gaming & Casinos), S&P Global Ratings Robert Schulz, Sector Lead (Leveraged Finance), S&P Global Ratings Sarah Wyeth, Sector Lead (Retail & Restaurants), S&P Global Ratings |
|
| 4:05pm |
Networking Break & Exhibitor Showcase |
| 4:15pm |
Track A: Election 2020 and its Market Impact
Panelist
Americo Cascella, CEO, Pacific & Plains Capital |
|
Track B: How to Construct a CLO
Panelist
Peter Swanson, Senior Trader & Portfolio Manager, Intermediate Capital Group Braden Hasnay, Associate, Paul Hastings LLP |
|
| 5:00pm |
Virtual Happy Hour |
|
Schedule in Eastern Standard Time (EST) |
|
| 9:25am |
Opening Remarks |
| 9:30am |
Standalone |
| 9:50am |
Networking Break & Exhibitor Showcase |
| 10:00am |
Track A: Investor Roundtable
Panelist
Patrick Daugherty, President and Chief Investment Officer, Glacier Lake Capital Advisors |
|
Track B: CRE CLO’s
Panelists
Deryk Meherik, Senior Vice President, Moody's Investors Service Douglas Armer, Executive Vice President, Capital Markets, and Treasurer, Blackstone Mortgage Trust Matt Lyons, Partner, Clifford Chance |
|
| 10:45am |
Networking Break & Exhibitor Showcase |
| 10:55am |
Track A: Researcher’s Roundtable
Moderator
James M. Manzi, CFA, Senior Director, Structured Finance Global Research, S&P Global Ratings
Panelist
Sean Kelley, Head of CLO Data Analytics and Research, Senior Vice President, Head of CLO Data Analytics and Research, U.S. Bank |
|
Track B: Evaluating Leverage Loan Market Performance & Direction
Panelist
Neha Khoda, Director, Head of Loan Strategy, BofA Securities |
|
| 11:40am |
Networking Break & Exhibitor Showcase |
| 11:50am |
Track A: Crystal Balling the CLO Market: What Will CLO 3.0 Look Like? |
|
Track B: TBA |
|
|
2020 CLO Summit 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
| Standard Rate | |
|---|---|
| Investor | Complimentary* |
| Issuer | Complimentary* |
| Standard | $295 |
*Subject to Opal Group’s verification and approval.
- Investor Roundtable
- Evaluating Leveraged Loan Market Performance and Direction
- Issuer Roundtable
- How to Analyze Structural Features of a CLO
- Relative Value in the CLO Market
- CLO Managers Roundtable – State of the Art
- CLOS 2.0
- Best Practices-Operational Issues for Maintaining a CLO
- Opportunities and Obstacles in the European CLO Market
- CLO Hedges & Alternative Structures
- Researcher’s Roundtable
- The Current State and Outlook for the CLO Market
- How to Construct a CLO: Building a Portfolio and Negotiating Documents
- CLO Equity
- CLO Markets in a Regulated Environment
- CLO Mezz Tranches / Opportunities and Relative Value
- Secondary CLO Market
- Launching a CLO Platform
- Manager Screening and Evaluation
- Successful CLO Management
- Accounting and Tax
- Middle Market
- And more!
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
• Trustee, Administrators
• Law Firms
• Rating Agencies
• Family Offices
• Consultants
• Attorneys
• Accounting Firms
• Hedge Funds
• Issuers
• Service Providers
• Pension Plans
• Institutional Investors
• Insurance Companies
• Investment Managers
