Waldorf Astoria Monarch Beach, Dana Point, CA
December 3, 2023 - December 5, 2023
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 2023.
All attendees will be required to show proof of vaccination or negative COVID test.
Alberta Laskaj Knowles, Partner | Consulting, Ernst & Young LLP 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 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 Peter Connolly, Director, Structured Credit, KBRA 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 Alina Pak, Senior Director, Fitch Ratings John Murphy, Partner, DLA Piper Ivo Turkedjiev, Portfolio Manager, New Mountain Capital, LLC Todd Duker, Vice President - Investment Banking - CLO Structuring, Goldman Sachs 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 Navneet Agarwal, Managing Director - Americas Structured Finance, Moody's Investors Service Anusha Joly, Head of US CLO Syndicate, JP Morgan 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 Daniel McBride, Director, KPMG 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 Howard Cohen, Head of Leveraged Loans, MarketAxess David Lazar, Product Manager, Public Credit, Allvue Systems Martin Brennan, Special Counsel, Milbank 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 Amit Roy, Managing Director, Goldman Sachs 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 Jay Williams, Partner, DLA Piper LLP (US) 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 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 Paul Burke, Managing Director, Head of Agency & Trust Sales - North America, Citibank 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 Nick Robinson, Partner, Allen & Overy LLP 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 Vicki Marmorstein, Partner, Latham & Watkins LLP 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 David Kurnov, Senior Director - Solutions Specialist, Moody’s Analytics 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 Robert Villani, Partner, Clifford Chance US LLP 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 Peter Jasko, CEO, Semeris 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 Sonal Patel, Structured Finance/Capital Markets, Citi Agency & Trust Michael Pusateri, CEO, Siepe Faris Saah, Portfolio Manager, Exos Financial Sam Terry, Managing Director & Head of Europe, FinDox Marisa Chen, Senior Portfolio Associate, Partners Group Nicole Skalla, Partner, Paul Hastings LLP Bhargav Jani, Senior Director - Structured Finance, Moody’s Analytics 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 Gabrielle Garcia, Director, Credit Suisse 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 Connor Buttner, Managing Director, Head of Client Success, KANERAI 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 Stephen Anderberg, Managing Directory & Sector Lead, U.S. CLOs, S&P Global Ratings 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 Sean Griffin, Deputy Head of Global CLO Primary, JP Morgan Mahesh Kotecha, President, Structured Credit International Corp. Charlie Wu, Strategist, Morgan Stanley Asif Khan, Global Head of CLOs, MUFG 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 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 Zeeshan Ahmed, Senior Sales Executive, Virtus from FIS 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 Ramki Muthukrishnan, Analytical Manager- Leveraged Finance, S&P Global Ratings 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 Amanda Lazier, Partner, Maples Group 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 |
Hotel | |
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Waldorf Astoria Monarch Beach Resort & Club | Sold Out |
Ritz-Carlton, Laguna Niguel | Sold Out |
Laguna Cliffs Marriott Resort & Spa | Sold Out |
Inn at the Mission, San Juan Capistrano, an Autograph Hotel | Sold Out |
Surf and Sands Resort | ALMOST SOLD OUT |
Residence Inn | AVAILABLE |
Standard Rate | |
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Investors* | $995 |
Issuers* | $1,495 |
Standard | $2,495 |