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
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Schedule in Eastern Standard Time (EST) |
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| 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 |
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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 |
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| 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 |
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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 |
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| 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 |
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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. |
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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 |
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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 |
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| 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 |
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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 |
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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 |
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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 |
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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 |
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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 |
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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
