CLO Summit 2022

Waldorf Astoria Monarch Beach, Dana Point, CA
December 4, 2022 - December 6, 2022

320 days left

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

  • Current state of the market
  • Basis risk
  • Operational risk
  • Demand for a Credit sensitive rate
  • Litigation risk
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

Track B: Manager Screening and Evaluation – Comparing CLO Managers

3:00pm

Track A: Lurking Risks in Loan Documents: Aggressive Restructuring Tactics & CLOs

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

5star
Waldorf Astoria Monarch Beach
1 Monarch Beach Resort N, Dana Point, CA 92629


Registration Pricing

*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!
  • 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