CLO Summit 2020

Virtual
December 9, 2020 - December 11, 2020

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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 December 11, 2020

Schedule in Eastern Standard Time (EST)

9:55am

Opening Remarks

Lauren Bautista, SVP, Opal Group

10:00am

The Current State and Outlook of the CLO Market

Moderator

Christopher Duerden, Partner, Dechert LLP

Panelists

Adnan Zuberi, Co-Head of Asset Finance and Securitization Origination Americas & Global Head of CLOs, BNP Paribas

Dev Chatterjee, Managing Director - Structured Finance, Moody’s Investors Service

Steven Kolyer, Partner, Sidley Austin LLP

Christopher Long, Chairman and Chief Executive Officer, Palmer Square Capital Management

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

Adrienne Dale-Burns, Principle – Portfolio Manager, MidOcean Credit Partners

Mark Mahoney, President and Chief Investment Officer, Gulf Stream Asset Management

12:10pm

Networking Lunch Break

1:10pm

Track A: Four Seasons of CLOs

Speakers

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

Track B: ESG & Impact CLOs

Moderator

Aiman El-Nahas, Fund Management, Public Markets, Ontario Power Generation Pension Fund

Panelists

Mimi Eng, VP-Senior Analyst, Moody’s Investors Service

Daniel Hall, Co-Founder, Pacific & Plains Capital

Fatima Hadj, Responsible of ESG for Private Debt and Chair of the PRI Committee for Loans, DWS Investment GmbH

Richard Peterson, Product Head - Data and Analytics, Virtus from FIS

Candice Richards, Principal, Compliance /ESG Officer, MidOcean Credit Partners

1:55pm

Networking Break & Exhibitor Showcase

2:05pm

Track A: Middle Market CLOs

Moderator

Christopher Desmond, Partner, 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, Senior Managing Director, Cerberus Capital Management

Track B: Libor Transition

Moderator

Sagi Tamir, Partner, Mayer Brown LLP

Panelists

Daphne Coelho-Adam, Counsel, Seward & Kissel LLP

Alexey Surkov, Partner, Deloitte & Touche LLP

Peter Hallenbeck, VP- Senior Analyst, Moody’s Investors Service

Xavier Madrid, Partner/Principal, EY

Gareth Old, Partner, Clifford Chance

Robert Moeller, Executive Director, Product Management and Professional Services, IHS Markit

3:05pm

Networking Break & Exhibitor Showcase

3:15pm

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

Jason Rylander, Senior Manager, EY

Brett Schechterman, Managing Director, Global Head of Business, thinkFolio, IHS Markit

Murat Uysal, Consultant, Data Scientist, Clarion

4:00pm

Networking Break & Exhibitor Showcase

4:10pm

Track A: Secondary CLO Market Trends

Moderator

James Vogl, Head of Product Development, KopenTech

Panelists

Peter Coppa, Managing Partner, Alternative Access Funds

Laila Kollmorgen, Managing Director, PineBridge Investments

Ian Gilbertson, CLO Trader and Portfolio Manager, Invesco

Eddy Piedra, Vice President - Leveraged Loans, 40/86 Advisors, Inc.

Track B: Diversity & Inclusion in the CLO Workforce

Moderator

Kanene Ayo Holder, Senior Diversity Consultant, Jennifer Brown Consulting

Panelists

Eileen J. Ho, Associate, Morgan, Lewis & Bockius LLP

Vivek Anand Dattani, Vice President, Chair of Multicultural Employee Resource Group, Trepp LLC

Françoise Devenoges, Portfolio Manager, Man GLG

5:00pm

Virtual Happy Hour

Schedule in Eastern Standard Time (EST)

9:25am

Opening Remarks

Lauren Bautista, SVP, Opal Group

9:30am

CLO Market Monitoring: Key Barometers

Presented by

James Vogl, Head of Product Development, KopenTech

9:50am

Networking Break & Exhibitor Showcase

10:00am

CLO Managers Roundtable

Moderator

Geoffrey Horton, CLO and Loan Strategist, Research, Barclays

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

11:00am

Networking Break & Exhibitor Showcase

11:10am

Track A: Legal & Regulatory Updates

Moderator

Lawrence Berkovich, Partner, Allen & Overy LLP

Panelists

Edmond Seferi, Partner, Morgan, Lewis & Bockius LLP

Rebecca O'Brien, Associate, Clifford Chance US LLP

Macey Levington, Partner-elect, Cleary Gottlieb Steen & Hamilton LLP

John F. Murphy III, Partner, DLA Piper

Track B: ETFs

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

12:00pm

Networking Lunch Break

1:15pm

Track A: CLO Documentation

Moderator

Ryan Suda, Partner, 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

Abhijit Kurup, Senior Associate, Seward & Kissel LLP

Meriç Topbas, Director, Credit Suisse Asset Management, LLC

Track B: Manager Screening and Evaluation

Moderator

Paul Burke, Managing Director, Citi

Panelists

Peter Sallerson, Senior Director, Moody's Analytics

Vedanta Bagchi, Director, Investment Office, Commerzbank AG

Dagmara Michalczuk, Principal and Portfolio Manager, Tetragon Credit Partners

Palak Pathak, Senior Vice President, Trust Company of the West

Poh-Heng Tan, Managing Director, CLO Research Group

2:15pm

Networking Break & Exhibitor Showcase

2:25pm

Track A: The Rise of the Middle Office

Moderator

Kory Doan, Director, WSO Services – Trade Closings, IHS Markit

Panelists

Jeffrey Law, CFA Managing, Director, Virtus from FIS

Adam Roston, Senior Vice President | Middle Office Solutions, U.S. Bank

Colleen Mattern, Director, PwC

Track B: CLO MEZZ

Moderator

Anthony Schexnayder, Head of Business Development, KopenTech

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

Olivier Gozlan, Managing Director, Crystal Fund

Arun Kumar Sharma, Senior Advisor, MasterCard

3:10pm

Networking Break & Exhibitor Showcase

3:20pm

Track A: Relative Value in the CLO Market

Moderator

Pratik Gupta, Head of CLO / RMBS Research, BofA Securities

Panelists

Arthur Rosenbach, Head of the ABS & Research Desk, Bank Leumi Israel

Sam DeRosa-Farag, Market Strategist, Independent Consultant

Owen Butler, Managing Director, Global Credit, US CLO, BlackRock

Shawn Lim, Vice President, Oak Hill Advisors

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

Moderator

Leon Tatevossian, Adjunct Professor, Financial Mathematics and Engineering, New York University

Panelist

Americo Cascella, CEO, Pacific & Plains Capital

Eric Newman CPA, CGMA, Treasury Manager, City of Stamford - Connecticut

Oliver Wriedt, Senior Strategic Advisor, DFG Investment Advisers

John P. McGill, Jr., Counsel-elect, Cleary Gottlieb Steen & Hamilton LLP

Track B: How to Construct a CLO

Moderator

Julia Tsybina, Counsel, Clifford Chance LLP

Panelist

Peter Swanson, Senior Trader & Portfolio Manager, Intermediate Capital Group

Braden Hasnay, Associate, Paul Hastings LLP

Tracy Feng, Counsel, Allen & Overy LLP

Jacob Wentworth, VP and Corporate Counsel, PGIM Fixed Income

T.J. Unterbrink, Director – CLO’s, Carlson Capital, L.P.

5:00pm

Virtual Happy Hour

Schedule in Eastern Standard Time (EST)

9:25am

Opening Remarks

Lauren Bautista, SVP, Opal Group

9:30am

Current Topics in CLO Transactions

Presented by

John P. McGill, Jr., Counsel-elect, Cleary Gottlieb Steen & Hamilton LLP

Macey Levington, Partner-elect, Cleary Gottlieb Steen & Hamilton LLP

Eric Glyck, Head of US CLO Structuring, Barclays

9:55am

Networking Break & Exhibitor Showcase

10:00am

Track A: Investor Roundtable

Moderator

Carlos Castro, Director – Solutions Specialist, Moody’s Analytics

Panelists

Patrick Daugherty, President and Chief Investment Officer, Glacier Lake Capital Advisors

Ted Xiao Guo, Senior Principal, Global Credit Products, Ontario Teachers’ Pension Plan

Ryan Kohan, CLO Portfolio Manager, Western Asset Management Company

Edward Dale, Portfolio Manager and Managing Director, HPS Investment Partners, LLC

Track B: CRE CLO’s

Moderator

Steven Kolyer, Partner, Sidley Austin LLP

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

Simon Miller, Portfolio Manager, CMBS/CRE, DoubleLine Capital LP

Paige Gaston-Thiery, Partner, Walkers

Brennan P. Woods, Vice President, J.P. Morgan Securities LLC

David Fay, Director – Collateral Management, M360 Advisors, Inc.

10:55am

Networking Break & Exhibitor Showcase

11:05am

Track A: Researcher’s Roundtable

Moderator

James M. Manzi, CFA, Senior Director, Structured Finance Global Research, S&P Global Ratings

Panelists

Sean Kelley, Head of CLO Data Analytics and Research, Senior Vice President, Head of CLO Data Analytics and Research, U.S. Bank

Maggie Wang, Managing Director, Head of US CLO & CDO Research, Citi

Robert McMullen, Vice President, Amherst Pierpont Securities LLC

Geoffrey Horton, CLO and Loan Strategist, Research, Barclays

Charlie Wu, Strategist, Morgan Stanley

Track B: Evaluating Leverage Loan Market Performance & Direction

Moderator

George Lyons, Senior Director, Structured Credit, Kroll Bond Rating Agency

Panelists

Neha Khoda, Director, Head of Loan Strategy, BofA Securities

Chris Padgett, Senior Vice President, Moody’s Investors Service

Alex Jackson, Chief Investment Officer, Nassau Corporate Credit

Darin Schmalz, Principal, Maranon Capital, L.P.

Christopher Brogdon, Portfolio Manager, AIG Investments

11:50am

Networking Break & Exhibitor Showcase

12:00pm

Crystal Balling the CLO Market: What Will CLO 3.0 Look Like?

Moderator

Deborah Festa, Partner, Milbank LLP

Panelists

Michelle Manuel, ABS Analyst, Investec

Algis Remeza, Associate Managing Director, Moody's Investors Service

Michelle Liu, Director, KKR

Yvonne Stevens, Co-Founder | Managing Partner, HalseyPoint Asset Management

Michelle Cao Moore, Managing Director, GreensLedge Capital Markets LLC

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.

1star
Monarch Beach Resort
1 Monarch Beach Resort, Dana Point, CA, USA


Registration Pricing

Standard Rate
Investor Complimentary*
Issuer Complimentary*
Standard $295

*Subject to Opal Group’s verification and approval.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • 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