CLO Summit 2022

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

8 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.

Current as of November 25, 2022

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

Christopher Duerden, Partner, Dechert

Ricky Li, Managing Director, Panagram Structured Asset Management

Arlene Shaw, Managing Director, Treasurer, Brightwood Capital Advisors, LLC

Patrick Quill, Partner, Chapman and Cutler 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, CLO Structuring, Morgan Stanley

Belinda Ghetti, Senior Director, Sector Lead, 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, Portfolio Manager, 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

Sean Egan, Managing Director, Egan-Jones Ratings Co.

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 Market

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

Nvard Hakobyan, Senior Manager - Financial Markets, 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 Loan Investments, 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

Mahesh Assomull, Director, MUFG

Peter Beer, Structured Credit Analyst, Payden & Rygel

Steven Kolyer, Partner, Sidley Austin LLP

Deryk Meherik, Senior Vice President, Moody's Investors Service

Simon Miller, Portfolio Manager, Western Asset Management

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, CLO Primary EMEA, JPMorgan Chase & Co.

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, 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

Dave Knecht, Senior Vice President, 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, Associate, 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

Andy Ross, Senior Director, Investment Risk and Structured Products, Pacific Asset Management

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

Alex Danehy, Director, Deutsche Bank

Sean Griffin, Deputy Head of Global CLO Primary, JP Morgan

Alex Jackson, Chief Investment Officer, Nassau Corporate Credit

Mahesh Kotecha, President, Structured Credit International Corp.

Ronan Mellon, Partner, Mayer Brown

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

Moderator

Steven Kolyer, Partner, Sidley Austin LLP

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, Vice President, 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

Sameer Hussain, Director of Operations, HalseyPoint Asset Management

Jeffrey Law, Director, Alter Domus

Neil Leshinsky, Director, PwC

10:30 am

Evaluating Leveraged Loan Market Performance & Direction

Moderator

Ramki Muthukrishnan, Analytical Manager- Leveraged Finance, S&P Global Ratings

Panelists

Timothy Garry, Credit Analyst, Sancus Capital Management LP

Neha Khoda, Director, Head of Loan Strategy, Bank of America

Lyuba Petrova, Head of U.S. Leveraged Finance, Fitch Ratings

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

5star
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
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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
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
  • 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