European CLO Summit 2016
Fairmont Monte Carlo, Monte Carlo, Monaco
October 17, 2016 - October 18, 2016
Opal Group is proud to present our European CLO Summit: The Annual CLO, Leveraged Loan, & Loan Liquidity Conference. The European 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 European CLO Summit 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 2016.
Agenda current as of
| 19:00 - 20:00 |
Exhibit Setup |
| 7:30 |
Exhibit Setup |
| 9:00 |
Breakfast / Registration |
| 9:30 |
Opening Remarks |
| 9:45 |
Investor Roundtable
Moderator
Matthew Jones, Senior Director, S&P Global Ratings
Panelist
Roger Coyle, Partner, Fair Oaks Capital
Panelist
Steve Baker, Managing Director, Structured Credit, Apollo Global Management LLC
Panelist
Eric Havard Duclos, Managing Director, AXA Investment Managers |
| 10:30 |
The Current State and Outlook for the Global CLO Market
Moderator
Chris Porter, Head of Loan, Recovery & CLO Business Development, EMEA, S&P Global Ratings
Panelist
Stuart Chapman, Investment Analyst, Serone Capital Management LLP
Panelist
Steven Paget, Vice President and Portfolio Manager, PGIM Limited
Panelist
Julian Schickel, Managing Director - Head of London Office, ZAIS GROUP (UK) LIMITED
Panelist
Nick Shiren, Partner, Cadwalader, Wickersham & Taft LLP
Panelist
Edward Dale, Portfolio Manager, HPS Investment Partners, LLC |
| 11:15 |
CLO Equity
Moderator
Hernan Quipildor, Head of CLO and Loan Fund Financing, Global Structured Credit & Solutions, Natixis
Panelist
Rupert Wall, Partner, Sidley Austin LLP
Panelist
Philippe Jodin, Partner, Alegra Capital LTD
Panelist
Eric Havard Duclos, Managing Director, AXA Investment Managers |
| 12:00 |
Networking Luncheon |
| 13:30 |
Manager Screening & Evaluation
Moderator
Dave Kavanagh, Vice President, BNY Mellon
Panelist
Selma Cilka, Director, DFG Investment Advisers
Panelist
Dimitri Kaltsas, Director, Structured Analytics & Valuations, Moody’s Analytics
Panelist
David Frey, Managing Director, Portfolio Manager, HPS Investment Partners, LLC |
| 14:15 |
CLO 2.0’s Evolution Not Revolution – Market Backdrop & Themes
Moderator
Noeleen Ruddy, Partner, Walkers
Panelist
Frank Roessig, Country Manager, Akeance Luxembourg
Panelist
Dushy Puvan, Head of CLO Origination & Structuring, BNP Paribas
Panelist
Javier Hevia De Portocarrero, Vice President-Senior Analyst, Moody’s Investors Service
Panelist
Jonathan Bowers, Partner, Senior PM, CVC Credit Partners |
| 15:00 |
CLO Managers Roundtable – State of the Art
Moderator
Vicki Marmorstein, Partner, Latham & Watkins LLP
Panelist
Hans L. Christensen, Chief Executive Officer, MJX Asset Management LLC
Panelist
Jonathan Butler, Managing Director, PGIM Fixed Income
Panelist
Alan Kelly, Managing Director, Apollo Management
Panelist
Mick Vasilache, Partner- Leveraged Finance, Chenavari Investment Managers
Panelist
Sanjev Warna-Kula-Suriya, Partner, Latham & Watkins LLP |
| 15:45 |
Refreshment Break |
| 16:00 |
How to Analyse Structural Features of a CLO
Moderator
Sandeep Chana, Director, S&P Global Ratings
Panelist
Edward Dale, Portfolio Manager, HPS Investment Partners, LLC
Panelist
Nick Shiren, Partner, Cadwalader, Wickersham & Taft LLP
Panelist
Paul Tapper, Director, Rothschild
Panelist
Peter Polanskyj, Managing Director, Och-Ziff Capital Management Group |
| 16:45 |
Securitisation and Market Place Lending (P2P)
Moderator
Jeremiah M. Wagner, Partner, Cadwalader, Wickersham & Taft LLP
Panelist
Thorsten Klotz, Managing Director, Structured Finance, Moody’s Investors Service
Panelist
Oliver Fochler, Managing Partner, CEO, Stone Mountain Capital LTD
Panelist
Jean-Benoit Gambet, Investment Manager, Eiffel Investment Group
Panelist
Matthias Neugebauer, Managing Director, FitchRatings
Panelist
Frank Roessig, Country Manager, Akeance Luxembourg |
| 17:45 |
Networking Cocktail Reception In conjunction with the Opal Exchange Summit participants |
| 8:00 |
Breakfast |
| 9:00 |
Opening Remarks |
| 9:30 |
Issuer Roundtable
Moderator
Jay Grushkin, Partner, Milbank, Tweed, Hadley & McCloy LLP
Panelist
Hans L. Christensen, Chief Executive Officer, MJX Asset MANAGEMENT LLC
Panelist
Andrew Marshak, Managing Director, Credit Suisse Asset Management
Panelist
Adeel Shafiqullah, Managing Director, Och-Ziff Management Europe Limited |
| 10:15 |
CLO Markets in a Regulated Environment
Moderator
James Waddington, Partner, Dechert LLP
Panelist
John Goldfinch, Partner, Milbank, Tweed, Hadley & Mccloy LLP
Panelist
Nick Proud, Senior Managing Director- International, Assured Guaranty
Panelist
Daniel Tobias, Special Counsel, Cadwalader, Wickersham & Taft LLP
Panelist
Cynthia Williams, Partner, Dechert LLP |
| 11:00 |
Refreshment Break |
| 11:30 |
Evaluating Leveraged Loan Market Performance and Direction
Moderator
David Gillmor, European Head of Leveraged Analytics, S&P Global Ratings
Panelist
Camille McLeod-Salmon, Assistant Portfolio Manager, Mediterranean Bank plc
Panelist
Frederic Maire, Managing Director- Loans Portfolio Manager, DELFF ASSET MANAGEMENT
Panelist
Thierry de Vergnes, Global Head of Debt Fund Management, Lyxor UK LLP
Panelist
Dan Robinson, Portfolio Manager and Head of European Performing Credit, Apollo Global Management LLC |
| 12:15 |
THE UK LEAVING THE EU: Ground Realities for the UK and Implications for the Global Economy The Vote for Brexit has changed everything in the UK. It has upended UK politics, with careers abruptly ended and new ones started in an orgy of political bloodletting not seen for years. The vote showed that the UK is divided, regionally, by class, education and age. It may lead to the break-up of the Union with Scotland. It can be said that Cameron failed as Prime Minister, leaving a legacy of chaos behind him.
It has long term economic implications that will reverberate possibly for decades to come. In the short term, a recession, or sharp slowdown in growth, cannot be ruled out as the UK negotiates its way out of the EU. What impact will its exit have on investment flows, productivity, the exchange rate, and short and long term interest rates? Will the UK find it as easy to fund its deficits (fiscal and trade) as it did when a member of the EU?
But it is not all doom and gloom: what are the opportunities? This talk will focus on what all this means of the UK economy in the short and medium term, and how it could impact financial markets, the real economy, interest rates, investment flows, productivity and the UK’s relationships with the world. Professor Trevor Williams, Visiting Professor, University of Derby, Member, Institute of Economic Affairs |
| 13:00 |
Networking Luncheon |
| 14:30 |
Realative Value in the CLO Market
Moderator
Florent Chagnard, Director, CLO New Issue Group, Credit Suisse
Panelist
Stuart Chapman, Investment Analyst, Serone Capital Management LLP
Panelist
Eric Havard Duclos, Managing Director, AXA Investment Managers
Panelist
Miten Amin, Director, Financial Engineering, Structured Analytics & Valuation, Moody’s Analytics |
| 15:15 |
Launching A New CLO
Moderator
Emanuele Tamburrano, Analytical Manager, S&P Global Ratings
Panelist
Justin Driscoll, CEO, MP Senior Credit Partners
Panelist
Paul Byrne, Vice President, BNY Mellon
Panelist
Tim Ruxton, Associate Director, Cortland Capital Market Services
Panelist
Sergio Grasso, Portfolio Manager, Head of Investment Department, Accunia Credit Management
Panelist
Jamie Pratt, Head of Sales Americas Debt Market Services, BNP Paribas |
| 16:15 |
Closing Remarks |
| 16:30 |
Networking Cocktail Reception In conjunction with the Opal Exchange Summit participants |
| Single Occupancy | 285 € |
| Double Occupancy | 305 € |
- Rooms are available only to those participants who are registered conference attendees.
- The name on the form will be the name of the guest room.
- Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
- Rooms will not be guaranteed without a credit card.
TRAVEL INFORMATION:
Access by helicopter…
Heli Air Monaco provides regular links between Monaco and Nice Airport in only 7 minutes.
A private complimentary shuttle will be at your disposal upon arrival and departure in Monaco.
Special rates have been negotiated :
– Nice to Monaco: 120Euros all taxes included, per person
– Monaco to Nice: 115Euros all taxes included, per person
– Round trip: 235Euros all taxes included, per person
To enjoy these convention rates, please contact or email : booking@heliairmonaco.com
Tel. + 377 92 050 050 / Fax + 377 92 050 051
Reference 57057 “OPAL 2016”
Access by ground…
Opal is happy to provide our attendees with a special rate for car service to/from the airport. Monaco Prestige Limousines has 24 hour service available. Please fill out this form and send back to the email address below. Flight information must be provided when reserving your transportation.
130.00€ for all arrivals or departure between 08AM until 08PM, per vehicle and 20% more if between 08PM and 08AM with a sedan (berline) + VAT ( 10%)
140.00€ for all arrivals or departure between 08AM until 08PM, per vehicle and 20% more if between 08PM and 08AM with a Van + VAT ( 10%)
MONACO PRESTIGE LIMOUSINES
Le Beverly Palace Bloc B
13, Bd de Belgique
98000 MONACO
TEL : +377 87 06 36 95
FAX : +377 97 97 94 47
PORT : +33 6 07 77 35 37
Web : www.mpl.mc
contact@mpl.mc
Registration Pricing
| Standard Rate | |
|---|---|
| Standard Registration | $1,995 |
| Investor Registration* | $795 |
| Issuer Registration* | $1,295 |
*Subject to Opal Group's approval. Eligibility will be verified.
- Investor Roundtable
- The Current State And Outlook For The Global CLO Market
- CLO Equity
- CLOS, a Tool to Fund the Real Economy
- How to Analyse Structural Features of a CLO
- CLO Managers Roundtable – State of the Art
- CLO Managers Roundtable – State of the Art
- CLO 2.0’S Evolution Not Revolution – Market Backdrop & Themes
- Manager Screening & Evaluation
- Issuer Roundtable
- Securitisation and Market Place Lending (P2P)
- CLO Markets in a Regulated Environment/ Risk Retention
- Evaluating Leveraged Loan Market Performance and Direction
- Relative Value in the CLO Market
- Launching a New CLO
- Middle Market
- AAA Investor Roundtable
- How to Construct a CLO
- Successful CLO Management Strategies and Structures in the Current Environment
Attendees Include:
CEO, 3i Debt Management
Managing Director, 3i Debt Management
Director, A&F S.A. (Advisory & Finance)
Board Director, A&F S.A. (Advisory & Finance)
Country Manager, Akeance Luxembourg
CFO, Alba Leasing
Partner, Alegra Capital LTD
Portfolio Manager, Amundi
BDM -Institutional Clients, Anthilia Capital Partners
Managing Director, Structured Credit, Apollo Global Management LLC
Managing Director, AXA Investment Managers
PM/Senior Analyst, AXA Private Equity
Portfolio Manager, Babson Capital Management, LLC
Managing Director, Babson Capital Management, LLC
Partner, B-Crown Advisors CVBA
Managing Director, Black Diamond Capital Management Ltd
Director, BlackRock
VP, BlackRock
Portfolio Manager, BlueMountain Capital
Chairman, Boston Portfolio Advisors
TBA, BNY Mellon
Partner, Cadwalader, Wickersham & Taft LLP
Capital Structure and Restructuring, Cairn Capital
Senior Portfolio Manager, Cairn Capital
Portfolio Manager, Cape Capital AG
Managing Director and Head of the European Structured Credit, The Carlyle Group
Director, Portfolio Manager, Carlyle Group
General Manager, Castlepines Global Equities Limited
Partner- Leveraged Finance, Chenavari Investment Managers
Managing Director, Head of Loan Capital Markets - Leveraged Finance, Commerzbank AG
Chief Portfolio Manager, Cordet Capital Partners LLP
TBA, Cortland Capital Market Services
Assistant Portfolio Manager, Leveraged Finance, CQS
Head of Loans, CQS
Director, Acquisition Finance, Crédit Industriel et Commercial
...And many more!
Access by helicopter…
Heli Air Monaco provides regular links between Monaco and Nice Airport in only 7 minutes.
A private complimentary shuttle will be at your disposal upon arrival and departure in Monaco.
Special rates have been negotiated :
– Nice to Monaco: 120Euros all taxes included, per person
– Monaco to Nice: 115Euros all taxes included, per person
– Round trip: 235Euros all taxes included, per person
To enjoy these convention rates, please contact or email : booking@heliairmonaco.com
Tel. + 377 92 050 050 / Fax + 377 92 050 051
Reference 57057 “OPAL 2016”
