CLO Summit 2024

Waldorf Astoria Monarch Beach, Dana Point, CA
December 4, 2024 - December 6, 2024

167 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 2024.

Alex Cormas, SVP, Head of CLO Product & Sales, UMB

TJ Unterbrink, Managing Director CLO Structuring Portfolio Manager, Barrow Hanely Global Investors

Dave Darr, Associate, Dechert LLP

Carlo Ingato, Associate, DLA Piper

Wesley Boles, Managing Director, EY

Michael Moriarty, Executive Director, Natixis

Neil Leshinsky, Director, PwC

David Marshak, Fixed Income Portfolio Manager, Wellington Management

Sean Egan, Managing Director, Egan Jones Ratings Co

Peter Sweeney, Managing Director, Capital One

Macey Levington, Partner, Cleary Gottlieb Steen & Hamilton LLP

Chris Padgett, Associate MD of Corporate Finance Group, Moody's Investors Service

Nick Robinson, Partner, Paul Hastings

Michael Pusateri, CEO, Siepe

Brent Edgecumbe, Managing Director, Western Alliance Bank

Paul Livanos, Vice President, Sales, Siepe

Alex Lambiotte, Senior Credit Specialist - Head of Portfolio Optimizer Product, Allvue

Adam Roston, Senior Director, Senior Product Leader, BNY

Sameer Hussain, Director of Operations, HalseyPoint Asset Management

Anthony Schexnayder, Head of Business Development, KopenTech

Pavel Antonov, Senior Vice President, US Bank

Richard Britt Jr., Senior Vice President and CLO Product Leader, Wilmington Trust

Aleksandr Lobanov, Managing Director, Deloitte & Touche LLP

Lawrence Berkovich, Partner, Allen & Overy LLP

Sergei Markov, Vice President, Goldman Sachs

Rishad Ahluwalia, Managing Director Head of CLO Research, JP Morgan

Reggie Fernandez, Executive Director, Natixis

Belinda Ghetti, Managing Director - Co-Head US Structured Credit CLO, S&P Global Ratings

Matthew Clarkin, Senior Vice President – Product Manager, US Bank

Navneet Agarwal, Managing Director Americas Structured Finance, Moody’s Investors Service

Anusha Joly, ED, Head of US CLO Syndicate, JP Morgan

Matt Natcharian, Managing Director, GreensLedge Asset Management LLC

Michael Herald, VP, Portfolio Manager - CLO, Loomis, Sayles & Company

Chris Saltaformaggio, Senior Director, New York Life Investors

Paul Nikodem, Head of US Fixed Income Research, Nomura

Michael Phillips, Head of Credit Special Opportunities, Teacher Retirement System of Texas

Matt Shepard, Senior Vice President, Shenkman Capital Management INC

Daniel McBride, Director, KPMG

John McGill Jr., Counsel, Cleary Gottlieb Steen & Hamilton LLP

Robert A. Villani, Partner, Clifford Chance

Jack Traynor, Associate, Jefferies LLC

Glenn G. Kunkes, Partner, Mayer Brown

Mimi Eng, VP, Senior Analyst, Moody's Investors Service

Soumen Bose, Executive Director Fixed Income Division CLO Banking, Morgan Stanley

Daman Pope, Director Structured Finance Group, SMBC

Julia Tsybina, Partner, Clifford Chance LLP

Peter Matousek, Managing Director, Fitch Ratings

Ian Gilbertson, Portfolio Manager, Invesco

Steve Hasnain, Managing Director, Portfolio Manager, Pinebridge Investments

Kylie Duff, Executive Director, Morgan Stanley

Alexandra Middleton, Managing Director- Head of CLO Structuring & Warehousing, BNP Paribas

Alexander Dennis, Managing Director, Capital One

Patrick B Quill, Partner, Chapman and Cutler LLP

Kelli C. Marti, Senior Managing Director, Head of CLO Management, Churchill Asset Management

Sean Malone, Senior Director Structured Credit, KBRA

Mark David, Managing Director, GreensLedge

Sean M. Solis, Partner, Milbank LLP

Ramki Muthukrishnan, Managing Director & Head of US Leveraged Finance, S&P Global Ratings

Thomas Majewski, Managing Partner, Eagle Point Credit Management LLC

Debdeep Maji, Managing Director, Head of Structured Credit, Irradiant Partners, LP

Serhan Secmen, Partner, Napier Park Global Capital

Kashyap Arora, Managing Director Co-Chief Investment Officer, Vibrant Capital Partners

Aani Nerlekar, Senior Director Solutions Management & Solutions Consulting, SS&C

David Nabwangu, Founder and CEO, Ai SPARK

Alex Lambiotte, Senior Credit Specialist - Head of Portfolio Optimizer Product, Allvue

John Partenza, Product Manager, Broadridge

Phong Lam, Global Head CLO Product Strategy, Deutsche Bank

Peter Jasko, CEO, Semeris

Sean Kelley, Head of CLO Data Analytics & Research, US Bank

Amit Roy, Head of Global CLO New Issue, Goldman Sachs

Justin Driscoll, Chairman, Aquarian Credit Partners

Meriç Topbas, Head of Structuring, Credit Suisse Asset Management, LLC, part of Credit Suisse AG, a UBS Group Company

Hans Christensen, Chief Executive Officer, Chief Investment Officer, Founder, MJX Asset Management

Jason Duko, Executive Vice President Portfolio Manager, PIMCO

Steve Hasnain, Managing Director, Portfolio Manager, Pinebridge Investments

Craig Stein, Partner, Schulte Roth & Zabel LLP

Josh Eisenberger, Managing Director Head of US CLOs, Sculptor Capital Management

David Crawford, Director, PwC

Andrew Keller, Senior Counsel, Akin Gump Strauss Hauer & Feld LLP

Rebecca O'Brien, Partner, Clifford Chance

Peter Williams, Partner, Linklaters LLP

Arthur Rublin, Partner, Mayer Brown

Brett Stone, Special Counsel, Milbank LLP

Eddie Seferi, Partner, Morgan Lewis & Bockius LLP

Jacob B. Wentworth, Vice President and Corporate Counsel, PGIM Fixed Income

Connor Buttner, Managing Director Head of Client Success, KANERAI

Adam Plantinga, Head of US CLO Trading, BNP Paribas

Jake Caldwell, Head of US Secondary CLO and CMBS Trading, Goldman Sachs

Brian Mickle, ED, JP Morgan

Rob Shrekgast, Director of Distribution, KopenTech

Hong Zhao, Head of CLO Trading, Societe Generale

Craig Wagner, Director of Business Development, SOLVE

Daniel Hu, Director Structured Credit, S&P Global Ratings

Jennifer Press, Managing Director, Lincoln International

Pratik Gupta, Head of CLO & RMBS Research, BofA Securities

Tejs Broberg, Global Head of Data, Reorg

Alina Pak, Senior Director, Fitch Ratings

Sean Gibson, Structured Products Specialist, Moody’s Analytics

Steven Abrahams, Senior Managing Director, Santander US Capital Markets

Minesh Patel, Sector Lead – U.S. Leveraged Finance, S&P Global Ratings

David Tsui, Sector Lead - Technology, S&P Global Ratings

Arthur Wong, Sector Lead- Healthcare, S&P Global Ratings

Sarah Wyeth, Sector Lead – Consumer Products, Retail & Restaurants, S&P Global Ratings

Sophie-Aurore Venon, Portfolio Manager, LCM Asset Management

Serhan Secmen, Partner, Napier Park Global Capital

Tim Maloney, Head of Loan Portfolio Trading & CLO Optimization, Citi

Bhargav Jani, Senior Director, Moody’s Analytics

Brian Bejile, Chief Executive Officer, Octaura

Asif Khan, Head of Structured Capital Markets, Natixis

Hetal Patel, Managing Director Americas Leveraged Finance, CPPIB America, Inc.

Shiloh Bates, Chief Investment Officer, Flat Rock Global, LLC

TBA, Goldman Sachs

Mussie Tizazu, ED, Head of US BSL Structuring, JP Morgan

Omid Abrishamchian, CLO Trading, Morgan Stanley

Olive Bian, Lead CLO Research Analyst, Nomura

Neil Delap, Analyst, Wellington Management

Nate Weber, Managing Director, Mizuho Securities USA

Pratik Gupta, Head of CLO & RMBS Research, BofA Securities

Martin Brennan, Special Counsel, Milbank LLP

Konstantin Kulev, Director, MUFG

Stephen Anderberg, Sector Lead – U.S. CLOs, S&P Global Ratings

John Murphy, Partner, DLA Piper

Nathan Spanheimer, Partner, Cadwalader Wickersham & Taft LLP

Justin Forlenza, Managing Director and Senior Covenant Analyst, Covenant Review / CreditSights / Fitch Solutions

Jared Axelrod, Partner, Milbank LLP

Jeffrey Burton, Director Structured Finance, S&P Global Ratings

Paul Nikodem, Head of US Fixed Income Research, Nomura

Christian Pellegrino, Principal and Head of CLOs, III Capital Management

Ed Trampolsky, Trader, Marathon Asset Management

David Ham, VP/Senior Credit Officer, Moody's Investors Service

Timothy Wickstrom, Managing Director, Panagram Structured Asset Management

Rob McMullen, Executive Director CLO Trading, Santander US Capital Markets

Joseph Walsh, Vice President, Vibrant Capital Partners

Eric Hudson, Senior Managing Director Structured Credit, KBRA

Tyler Wallace, Managing Director Portfolio Manager, Fair Oaks Capital Ltd

Komal Shahzad, Vice President, CLO Tranche, Leveraged Finance, PineBridge Investments

Joe Guzzi, Head of CLO Trading, Scotiabank

Tammy Bliek, Senior Vice President, Western Alliance Trust Company

Chris Duerden, Partner, Dechert LLP

Alex Lass, Director, GreensLedge

Peter Connolly, Director, Structured Credit, KBRA

Mahesh Assomull, Director, MUFG

Michael P. McAdams, Chief Executive Officer, Pasadena Private Lending, LLC

Dan Oshinsky, Partner, Schulte Roth & Zabel LLP

Neil Weidner, Partner, Cadwalader Wickersham & Taft LLP

Mak Pitke, SVP, Antares Capital

Arlene Payne Shaw, Head of Treasury, Brightwood Capital Advisors LLC

Kevin S. McLeod, Senior Managing Director, Cerberus Capital Management, L.P.

Jian Hu, Managing Director, Moody’s Investors Service

Christopher Gilbert, Managing Director, Natixis

Amanda Lazier, Partner, Maples Group

Luke Maiman, Associate, Allen & Overy LLP

Justin Pauley, Partner Head CLO Capital Markets, Brigade Capital Management

Sam DeRosa-Farag, Partner, Centennial3

Francis Teo, Director, Mizuho Securities USA

Gavin Zhu, Head of US CLO Research, Morgan Stanley

Waldorf Astoria Monarch Beach
1 Monarch Beach Resort North, Dana Point, CA 92629, USA

Room Rates
Waldorf Astoria Monarch Beach Resort & Club Standard Room: $409
Ritz-Carlton, Laguna Niguel Ocean/Fireside View: $639
Garden/ Pool View: $439
Laguna Cliffs Marriott Resort & Spa Standard Room: $409
Montage Laguna Beach Ocean View: $579
Surf & Sand Resort Standard Room: $439
Inn at the Mission Standard Room: $409

Registration Pricing

Early Bird Rate II
(expires Aug. 1)
Standard Rate
Investors* $795 $995
Issuers* $1,295 $1,495
Standard $2,495 $2,695

*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