CLO Summit 2022
Waldorf Astoria Monarch Beach, Dana Point, CA
December 4, 2022 - December 6, 2022
Opal Group is proud to present our CLO Summit. The CLO Summit is an educational forum designed for investors, issuers, underwriters, rating agencies, lawyers and accountants. At this conference, they can learn the newest techniques to maximize returns and reduce risk exposure in this growing 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. This event promises to be the "must attend" CLO event of 2022.
All attendees will be required to show proof of vaccination or negative COVID test.
To request our previous agenda, participant list and sponsors
| 11:00am |
Exhibit Set-Up / Registration |
| 1:10pm |
Welcoming Remarks |
| 1:15pm |
LIBOR to SOFR
|
| 2:15pm |
New Manager Roundtable |
| 3:00pm |
The Loan Market in the 21st Century – it’s electrifying! |
| 3:45pm |
Bespoke CLOs / Alternative CLO Structures |
| 4:30pm |
The Current State and Outlook for the CLO Market |
| 5:30pm |
Networking Cocktail Reception Sponsored by: pwc |
| 7:30am |
Registration |
| 7:30am |
Continental Breakfast |
| 8:00am |
Track A: Co-Chair Welcoming Remarks |
|
Track B: How to Construct a CLO: Building a Portfolio and Negotiating Documents |
|
| 9:00am |
Track A: CLO Equity |
|
Track B: CLO Market in a Regulated Environment |
|
| 9:45am |
Track A: Issuer Roundtable |
|
Track B: ETF CLOs |
|
| 10:30am |
Networking Refreshment Break |
| 10:45am |
Track A: Four Seasons in CLO land – Fall/Winter Edition |
|
Track B: State of the Art Discussion with CLO Industry Pros |
|
| 11:30am |
Track A: Middle Market CLOs |
|
Track B: ESG CLOs – Investment Focus |
|
| 12:15pm |
Networking Luncheon on the Pacific Lawn |
| 1:15pm |
Track A: Relative Value in the CLO Market |
|
Track B: Launching a CLO Platform |
|
| 2:15pm |
Track A: CLO Technological Innovation: How Technology Will Upend the CLO Market |
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Track B: Manager Screening and Evaluation – Comparing CLO Managers |
|
| 3:00pm |
Track A: Lurking Risks in Loan Documents: Aggressive Restructuring Tactics & CLOs |
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Track B: CLO Mezz Tranches / Opportunities and Relative Value |
|
| 3:45pm |
Networking Refreshment Break |
| 4:00pm |
Track A: Secondary CLO Market |
|
Track B: ESG CLOs- Regulatory, Data & Analytics Focus |
|
| 4:45pm |
Track A: Opportunities and Obstacles in the Global CLO Market |
|
Track B: CRE CLOs |
|
| 5:30pm |
Networking Cocktail Reception |
| 8:30am |
Continental Breakfast |
| 8:55am |
Co-Chair Welcoming Remarks |
| 9:00am |
Structural Evolution |
| 9:45am |
CLOS 2.0: Re-Pricings, Refinancings & Resets |
| 10:30am |
Crystal Balling the CLO Market – what lies ahead |
| 11:15am |
Conference Concludes |
| 12:00pm |
Golf Tournament – Monarch Beach Golf Links |
| Early Bird (exp. 6/30/22) | Standard Rate | |
|---|---|---|
| Investors* | $495 | $795 |
| Issuers | $1,095 | $1,295 |
| Standard | $2,295 | $2,495 |
*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!
- 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
