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.
7:00 am |
Golf Outing at Waldorf Astoria Monarch Beach Golf Links Separate Registration is required |
10:00 am |
Exhibit Set-Up & Registration Opens |
1:00 pm |
Welcoming Remarks |
1:15 pm |
SOFR Transition Updates
Moderator
Alberta Laskaj Knowles, Partner | Consulting, Ernst & Young LLP
Panelists
Matthew Clarkin, Senior Vice President, U.S. Bank Carlo Ingato, Associate, DLA Piper Yann Marty, Director, Structured Credit Group, S&P Global Ratings Sagi Tamir, Partner, Mayer Brown LLP Sam Spackman, VP-Senior Analyst, VP-Senior Analyst,, Moody's Investors Service |
2:00 pm |
ESG CLOs – Regulatory, Data & Analytics Focus
Moderator
Robert Villani, Partner, Clifford Chance US LLP
Panelists
Paul Burke, Managing Director, Head of Agency & Trust Sales - North America, Citibank David Gingold, Partner, Cadwalader, Wickersham & Taft LLP Steve Hasnain, Managing Director, PineBridge Investments Jeff Kramer, Head of ESGx, FinDox Colleen Mattern, Director, PwC Richard Peterson, Director, FIS Products – Credit Data, Analytics, ESG Investing, Virtus from FIS Peter Sallerson, Senior Director, Moody’s Analytics |
2:45 pm |
Middle Market CLO Investor Roundtable
Moderator
Peter Connolly, Director, Structured Credit, KBRA
Panelists
Alexander Dennis, Managing Director, Capital One Ricky Li, Managing Director, Panagram Structured Asset Management Arlene Shaw, Managing Director, Treasurer, Brightwood Capital Advisors, LLC Patrick Quill, Partner, Chapman and Cutler LLP John Timperio, Partner, Dechert LLP |
3:30 pm |
Meet the Manager – Emerging CLO Managers Roundtable
Moderator
Alina Pak, Senior Director, Fitch Ratings
Panelists
John Murphy, Partner, DLA Piper Ivo Turkedjiev, Portfolio Manager, New Mountain Capital, LLC TJ Unterbrink, Managing Director, CLO Structuring, Portfolio Manager, Barrow Hanley Global Investors |
4:15 pm |
The Current State and Outlook for the CLO Market
Moderator
Todd Duker, Vice President - Investment Banking - CLO Structuring, Goldman Sachs
Panelists
Rishad Ahluwalia, Global Head of CLO Research, JP Morgan Soumen Bose, Executive Director, Fixed Income Division – CLO Banking, Morgan Stanley Belinda Ghetti, Analytical Manager US CLO, S&P Global Ratings Derek Miller, Managing Director, Fitch Ratings Cyrus Moshiri, Director, New Mountain Capital, LLC Chris Padgett, Head of Leveraged Finance Research and Analytics, Moody's Peter Polanskyj, Head of Structured Credit, Vida Capital |
5:30 pm |
Networking Cocktail Reception in the Exhibit Hall |
7:30 am |
Continental Breakfast in Exhibit Hall |
8:00 am |
Track A: Co-Chair Welcoming Remarks
Presented by
Navneet Agarwal, Managing Director - Americas Structured Finance, Moody's Investors Service |
Track B: Co-Chair Welcoming Remarks
Presented by
Paul Burke, Managing Director, Head of Agency & Trust Sales - North America, Citibank |
|
8:15 am |
Track A: Investor Roundtable
Moderator
Anusha Joly, Head of US CLO Syndicate, JP Morgan
Panelists
Rishi Bansal, Chief Investment Officer, BankUnited Ken Brown, Managing Director, OFS Capital Management Laila Kollmorgen, Managing Director, PineBridge Investments Michael Phillips, Head of Credit, Special Opportunities, Teacher Retirement System of Texas Timothy Wickstrom, Executive Director, Panagram Structured Asset Management |
Track B: How to Construct a CLO: Building a Portfolio and Negotiating Documents
Moderator
Daniel McBride, Director, KPMG
Panelists
Eric Glyck, Head of CLO Structuring, Octagon Credit Investors, LLC Sandeep Hoshing, Head of US CLO Structuring, Barclays Sara Mischner, Senior Counsel, Akin Gump Strauss Hauer & Feld LLP Meriç Topbas, Head of Structuring, Credit Suisse Asset Management Drew Smith, Associate, Jefferies Craig Stein, Partner, Schulte Roth & Zabel LLP Mussie Tizazu, Executive Director CLO Structuring, JP Morgan |
|
9:00 am |
Track A: Dialing in the Future: the Electronification of the Loan and CLO Trading Markets
Moderator
Sean Kelley, SVP, Trust Business Manager, U.S. Bank
Panelists
Howard Cohen, Head of Leveraged Loans, MarketAxess David Lazar, Product Manager, Public Credit, Allvue Systems Jill Scalisi, Chief Engagement Officer, KopenTech |
Track B: CLO Market in a Regulated Environment
Moderator
Martin Brennan, Special Counsel, Milbank
Panelists
Neil Leshinsky, Director, PwC Luke Maiman, Senior Associate, Allen & Overy LLP Paul St. Lawrence, Partner, Morgan, Lewis & Bockius LLP Dasha Sobornova, Partner, Akin Gump Strauss Hauer & Feld LLP Francis Teo, Vice President, CLO Structuring, Credit Suisse Jacob B. Wentworth, Vice President and Corporate Counsel, PGIM Fixed Income Peter Williams, Partner, Linklaters LLP |
|
9:45 am |
Track A: Issuer Roundtable
Moderator
Amit Roy, Managing Director, Goldman Sachs
Panelists
Rizwan Akhter, Managing Director, Head of CLOs, Generate Advisors Hans Christensen, Chief Executive Officer, Chief Investment Officer, Founder, MJX Asset Management Justin L. Driscoll, Chairman, Aquarian Credit Partners David Forgash, Head of Leveraged Loans & CLO Investment, PIMCO Karen Lau, CLO Senior Portfolio Manager, Marathon Asset Management Dan Sherry, Managing Director, Pinebridge Investments Jim Wiant, Partner, CEO, Capital Four US |
Track B: CRE CLOs
Moderator
Jay Williams, Partner, DLA Piper LLP (US)
Panelists
Peter Beer, Structured Credit Analyst, Payden & Rygel Deryk Meherik, Senior Vice President, Moody's Investors Service Manish Rajguru, Portfolio Manager – CMBS, OFS Capital Management, LLC |
|
10:30 am |
Networking Refreshment Break in the Exhibit Hall |
10:45 am |
Track A: Four Seasons in CLO land – Fall/Winter Edition
Speakers
Kashyap Arora, Managing Director, Co-Chief Investment Officer, Vibrant Capital Partners, Inc. Thomas Majewski, Managing Partner, Eagle Point Credit Management LLC Debdeep Maji, Senior Managing Director, Portfolio Manager, Oxford Funds, LLC Serhan Secmen, Partner, Napier Park Global Capital |
Track B: Manager Screening and Evaluation – Comparing CLO Managers
Moderator
Paul Burke, Managing Director, Head of Agency & Trust Sales - North America, Citibank
Panelists
Michael Kinahan, CFA, Managing Director, Head of Structured Products, Morgan Stanley - Eaton Vance Konstantin Kulev, Director, MUFG Matt Leventhal, Senior Portfolio Manager, AXA Investment Managers Steven Abrahams, Senior Managing Director, Amherst Pierpont Edmond Seferi, Partner, Morgan, Lewis & Bockius LLP TJ Unterbrink, Managing Director, CLO Structuring, Portfolio Manager, Barrow Hanley Global Investors |
|
11:30 am |
Track A: Middle Market CLO Trends & Strategies
Moderator
Nick Robinson, Partner, Allen & Overy LLP
Panelists
Laurent Chane-Kon, Senior Director, Fitch Ratings Christopher Gilbert, Managing Director, Natixis Jian Hu, Managing Director, Moody's Investors Service Eric Hudson, Senior Managing Director, Structured Credit, KBRA Daniel Oshinsky, Partner, Schulte Roth & Zabel LLP Daniel Strong, Executive Director, Structured Finance Group, SMBC Tim Walsh, Director, S&P Global Ratings Patrick Wolfe, Managing Director, BlackRock |
Track B: State of the Art Discussion with CLO Industry Pros
Moderator
Vicki Marmorstein, Partner, Latham & Watkins LLP
Panelists
Steve Baker, CFA – Executive Director, EMEA CLO Origination, JPMorgan John Blaney, Managing Director, Park Avenue Institutional Advisers LLC, A subsidiary of The Guardian Life Insurance Company of America Lanny Epperson Jr., Senior Managing Director, Black Diamond Capital Management Stanton Ray, Head of CLO platform, Senior Portfolio Manager, Columbia Threadneedle Investments Rachel Russell, Managing Director, Morgan Stanley |
|
12:30 pm |
Networking Luncheon on the Grand Lawn |
1:30 pm |
Track A: Relative Value in the CLO Market
Moderator
David Kurnov, Senior Director - Solutions Specialist, Moody’s Analytics
Panelists
Brian Aleksa, Vice President, Oxford Funds, LLC Olive Bian, Lead CLO Research Analyst, Nomura Sam DeRosa-Farag, Partner, Centennial3 Robert Klein, President & Chief Investment Officer, Clarion Structured Credit Ethan Underwood, Product Manager, Front Office, Siepe Hong Zhao, Head of CLO Trading, Societe Generale |
Track B: Launching a CLO Platform
Moderator
Robert Villani, Partner, Clifford Chance US LLP
Panelists
Kevin Bloss, Associate General Counsel, AB CarVal Investors, L.P. Wesley Boles, CPA, Managing Director, Ernst & Young LLP Scott D'Orsi, CFA, Portfolio Manager, Fixed Income, Putnam Investments Peter Griffith, Senior Sales Executive, Virtus from FIS David Ryan, CLO Syndicate, Barclays Sean M. Solis, Partner, Milbank LLP |
|
2:15 pm |
Track A: CLO Technological Innovation
Moderator
Peter Jasko, CEO, Semeris
Panelists
Hooman Banafsheha, Principal, Oxford Funds, LLC Sean Kelley, SVP, Trust Business Manager, U.S. Bank Richard Britt, Senior Vice President and CLO Product Leader, Wilmington Trust David Lazar, Product Manager, Public Credit, Allvue Systems Sonal Patel, Structured Finance/Capital Markets, Citi Agency & Trust Michael Pusateri, CEO, Siepe Faris Saah, Portfolio Manager, Exos Financial |
Track B: Fireside Chat: ESMA Article 7: EU transparency reporting entering the US CLO market
Moderator
Sam Terry, Managing Director & Head of Europe, FinDox
Panelists
Marisa Chen, Senior Portfolio Associate, Partners Group Nicole Skalla, Partner, Paul Hastings LLP |
|
3:00 pm |
Track A: Revolutionizing the CLO Market: combining CLO Execution and Analytics – Do we need it? Why now? What are the benefits?
Moderator
Bhargav Jani, Senior Director - Structured Finance, Moody’s Analytics
Panelists
Brian Bejile, Chief Executive Officer, Octaura Robert Hansen, Research Analyst - CLO Trading, Goldentree Asset Management Peter Noel, Portfolio Manager, CLO Investing, Lord, Abbett & Co. LLC Jake Pruner, Head of Leveraged Loan & CLO Trading, Morgan Stanley David Trepanier, Managing Director, BofA-Merrill Lynch |
Track B: CLO Equity
Moderator
Gabrielle Garcia, Director, Credit Suisse
Panelists
Omid Abrishamchian, CLO Trader, Morgan Stanley Mohit Agarwal, Structured Finance - CLO, Goldman Sachs Jared Axelrod, Special Counsel, Milbank LLP Olga Chernova, CIO & Portfolio Manager, Sancus Capital Management LP Pratik Gupta, Director, Head of RMBS / CLO Research, Bank of America Andrew Smith, Executive Director, Natixis Jing Wu, Director, CLO Modeling, BlackRock |
|
3:45 pm |
Networking Refreshment Break in Exhibit Hall |
4:00 pm |
Secondary CLO Market
Moderator
Connor Buttner, Managing Director, Head of Client Success, KANERAI
Panelists
Reggie Fernandez, Executive Director, Natixis Joe Guzzi, Senior Vice President, Jefferies Chi Lee, Portfolio Manager, Structured Credit, 400 Capital Jill Scalisi, Chief Engagement Officer, KopenTech Marc Steinberg, CLO Trader, SMBC Nikko Securities America, Inc. Ed Trampolsky, Trader, Marathon Asset Management Nicholas Tselios, Vice President - Structured Products Sales, Goldman Sachs |
Track B: Under Pressure: Risks & Opportunities Amidst an Uncertain Credit Environment
Moderator
Stephen Anderberg, Managing Directory & Sector Lead, U.S. CLOs, S&P Global Ratings
Panelists
Josh Eisenberger, Managing Director, Head of US CLOs, Sculptor Capital Management Andy Ross, Senior Director, Investment Risk and Structured Products, Pacific Asset Management Ronni Neeman, Principal, PGIM Fixed Income Matt Shepard, Senior Vice President, Portfolio Manager, Shenkman Capital Management, Inc. William Sweatt, Associate Director, S&P Global Ratings Steve Wilkinson, Senior Lead, Leveraged Finance & Recovery, S&P Global Ratings |
|
4:45 pm |
Track A: Opportunities and Obstacles in the Global CLO Market
Moderator
Eric Hudson, Senior Managing Director, Structured Credit, KBRA
Panelists
Sean Griffin, Deputy Head of Global CLO Primary, JP Morgan Mahesh Kotecha, President, Structured Credit International Corp. Jill Scalisi, Chief Engagement Officer, KopenTech Charlie Wu, Strategist, Morgan Stanley |
Track B: CLO Mezz Tranches / Opportunities
Moderator
Asif Khan, Global Head of CLOs, MUFG
Panelists
Michael Kurinets, Portfolio Manager, CAPRA IBEX ADVISORS Robert McMullen, Director, Amherst Pierpont Paul Nikodem, Managing Director, Head of US Securitized Products Research, Nomura Ryan Olsen, Director, Napier Park Joseph Walsh, Vice President, Vibrant Nate Weber, Managing Director, CLOs, Mizuho Securities USA LLC |
8:30 am |
Continental Breakfast in Exhibit Hall |
9:00 am |
Bespoke CLOs / Alternative CLO Structures
Panelists
Mahesh Assomull, Director, MUFG David Goldfinger, Managing Director, GreensLedge Daniel Hartnett, Partner, Arnold & Porter Al Remeza, Associate Managing Director, Moody's Investors Service Sriram Vedantha Ramanujam, Director, Amherst Pierpont |
9:45 am |
Best Practices-Operational Issues for Maintaining a CLO
Moderator
Zeeshan Ahmed, Senior Sales Executive, Virtus from FIS
Panelists
Kirby Dianora, Senior Manager, Deloitte Risk and Financial Advisory Elina Gokh, Managing Director & Global Head of Credit Solutions, S&P Global Market Intelligence Nvard Hakobyan, Senior Manager-Financial Markets, PwC Sameer Hussain, Director of Operations, HalseyPoint Asset Management |
10:30 am |
Evaluating Leveraged Loan Market Performance & Direction
Moderator
Ramki Muthukrishnan, Analytical Manager- Leveraged Finance, S&P Global Ratings
Panelists
Neha Khoda, Managing Director, Head of Loan Strategy, Bank of America Lyuba Petrova, Head of U.S. Leveraged Finance, Fitch Ratings Bo Williams, Head, Aquarian Credit Partners |
11:15 am |
Crystal Balling the CLO Market – What Lies Ahead
Moderator
Amanda Lazier, Partner, Maples Group
Panelists
Dave Preston, Head of Structured Credit Research, AGL Credit Management LP Tracy Feng, Senior Counsel, Allen & Overy LLP John P. McGill, Jr., Counsel, Cleary Gottlieb Steen & Hamilton LLP Joanna Nicholas, Counsel, Mayer Brown LLP Maggie Wang, Managing Director, Head of US CLO & CDO Research, Citi |
12:00 pm |
Opal’s 2022 CLO Summit Concludes |
Waldorf Astoria Monarch Beach 1 Monarch Beach Resort N, Dana Point, CA 92629 |
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Ritz-Carlton, Laguna Niguel 1 Ritz Carlton Dr. Dana Point CA 92629 |
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Laguna Cliffs Marriott Resort & Spa 25135 Park Lantern Dana Point CA 92629 |
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Surf & Sand Resort 1555 South Coast Highway Laguna Beach, CA 92651 |
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Inn at the Mission, San Juan Capistrano, an Autograph Hotel 31692 El Camino Real San Juan Capistrano, CA 92675 |
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DoubleTree Suites by Hilton Hotel Doheny Beach 4402 E Pacific Coast Hwy, Dana Point, CA 92629 |
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Standard Rate | |
---|---|
Investors* | $795 |
Issuers | $1,295 |
Standard | $2,495 |
*Subject to Opal Group’s verification and approval.