CLO Summit - December 4-6, 2022

Conference Details
Speakers & Agenda
Hotel Information
Registration Pricing

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 Investors Service 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 Current trends & market drivers Key pieces of analysis in secondary markets today Tiering, relative value vs primary & other asset classes Client activity & evolution of buyer base in 2022 2023 outlook & short/medium term direction for spreads 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

Waldorf Astoria Monarch Beach 1 Monarch Beach Resort N, Dana Point, CA 92629	Sold out
Ritz-Carlton, Laguna Niguel 1 Ritz Carlton Dr. Dana Point CA 92629	Sold out
Laguna Cliffs Marriott Resort & Spa 25135 Park Lantern Dana Point CA 92629	Sold out
Surf & Sand Resort 1555 South Coast Highway Laguna Beach, CA 92651	Sold out
Inn at the Mission, San Juan Capistrano, an Autograph Hotel 31692 El Camino Real San Juan Capistrano, CA 92675	Sold out
DoubleTree Suites by Hilton Hotel Doheny Beach 4402 E Pacific Coast Hwy, Dana Point, CA 92629	Sold out

	Standard Rate
Investors*	$795
Issuers	$1,295
Standard	$2,495

*Subject to Opal Group’s verification and approval.

Send us an email to register.

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

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Topics Will Include

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!

Who Should Attend

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

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CLO Summit 2022

Current as of December 1, 2022