CLO Summit 2023

Waldorf Astoria Monarch Beach, Dana Point, CA
December 3, 2023 - December 5, 2023

71 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 2023.

All attendees will be required to show proof of vaccination or negative COVID test.

To request more information

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
Investors Service

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

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

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
*Prices exclude taxes

Registration Pricing

Standard Rate
Investors* $995
Issuers* $1,495
Standard $2,495

*Subject to Opal Group’s verification and approval.

Email us to learn more about multi-event discounts

Sponsorship, Exhibition & Speaking Opportunities
  • 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