European CLO Summit 2017

Conference Details
Agenda
Hotel Information
Registration Pricing

Opal Group is proud to present our European 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.

Current as of

Thursday, November 2, 2017

7:15	Exhibit Set-Up
8:00	Registration Desk Opens / Continental Breakfast
8:55	Welcoming Remarks
9:00	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 Jonathan Bowers, Partner, Senior PM, CVC Credit Partners Panelist Eddy Piedra, Vice President - Leveraged Loans, 40\|86 Advisors Panelist Andrew Bellis, Managing Director, Partners Group Panelist Michael Malek, Director, Structured Credit/CLOs, Credit Suisse Securities (Europe) Limited Panelist Steven Paget, Vice President and Portfolio Manager, PGIM Limited Panelist Zak Summerscale, Chief Investment Officer - Credit Fund Management, Europe & Asia, Intermediate Capital Group (ICG)
9:45	INVESTOR ROUNDTABLE Moderator Matthias Neugebauer, Head of European Structured Credit and Corporate Loan Securitisation, Fitch Ratings Panelist Frederick Haddad, Founding Partner and Senior Portfolio Manager, GoldenTree Asset Management, LP Panelist Greg Branch, Chief Investment Officer, Partner, SCIO Capital LLP Panelist Matthew O'Sullivan, Head of Commercial Securitisation, M&G Investment Management Panelist Eric Havard Duclos, Managing Director, AXA Investment Managers Panelist Sergio Morales, CFA, Executive Director, Active Credit Portfolio Management, Santander GBM Panelist Olivier Genin, Senior Portfolio Manager, Amundi Asset Management
10:30	EVALUATING LEVERAGED LOAN MARKET PERFORMANCE AND DIRECTION Moderator David Gillmor, European Head of Leveraged Analytics, S&P Global Ratings Panelist Frédéric Maire, Partner, DELFF Management Ltd. Panelist Thierry de Vergnes, Head of Acquisition Debt Fund Management, Amundi Asset Management Panelist Madelaine Jones, Managing Director, Oaktree Capital Management Panelist Jean-Philippe Maltais, CLO Analyst, GLG Partners
11:15	Networking Refreshment Break
11:30	Track A Track B HOW TO ANALYSE STRUCTURAL FEATURES OF A CLO Moderator Aleem Akhtar, Director, Structured Credit, S&P Global Ratings Panelist Jacob Walton, Director, Rothschild Credit Management (Europe) Panelist Michael Schewitz, Credit Trading, Investec Bank (UK) Limited Panelist Dushy Puvan, Head of Europe CLO Origination & Structuring, BNP Paribas Panelist Peter Melichar, Investment Consultant, Key Capital Investment Management Panelist Julien Devaux, Director, Natixis Corporate & Investment Banking RELATIVE VALUE IN THE CLO MARKET Moderator Alan Packman, Director-Product Specialist, Moody’s Analytics Panelist Marcus White, CLO Portfolio Manager, Prytania Group Panelist Olivier Dieudonne, Partner, CLO Investment, Pamplona Funds Panelist Florian Viros, Credit Analyst, Carmignac Panelist T.K. Narayan, Head of Corporate Structured Products & Partner, Oak Hill Advisors Panelist Rishad Ahluwalia, Managing Director, J.P. Morgan Securities plc
12:15	Track A Track B CLO 2.0’S EVOLUTION NOT REVOLUTION – MARKET BACKDROP & THEMES Moderator Sandeep Chana, Director, S&P Global Ratings Panelist Frank, Roessig, Head Digital Finance Solutions, Telindus - Proximus Group Panelist Eddy Piedra, Vice President - Leveraged Loans, 40\|86 Advisors Panelist Mark Hale, Chief Investment Officer, Prytania Investment Advisors LLP CLO EQUITY Moderator Asif Khan, Managing Director, Head of CLO Business, MUFG Securities Panelist Matthew Layton, Partner, Pearl Diver Capital Panelist Miguel Ramos, Partner, Fair Oaks Capital Panelist Michael Micko, Head of European Credit Strategies, Napier Park Panelist Edward Dale, Portfolio Manager and Managing Director, HPS Investment Partners, LLC
13:00	Networking Luncheon
14:00	Track A Track B CLO MANAGERS ROUNDTABLE Moderator Emanuele Tamburrano, Analytical Manager, S&P Global Ratings Panelist David Fewtrell, Director and Portfolio Manager, Investcorp Credit Management EU Limited Panelist Jonathan Butler, Managing Director, PGIM Fixed Income Panelist Adeel Shafiqullah, Managing Director, Och-Ziff Management Europe Limited CAPITAL RELIEF TRADES Moderator Thorsten Klotz, Managing Director, Structured Finance, Moody’s Investors Service Panelist Kaikobad Kakalia, Chief Investment Officer, Chorus Capital Management Ltd Panelist Matthias Korn, Board Member, Caplantic GmbH Panelist Juan Grana, Managing Director, Nomura Panelist TBA, BNP Paribas Panelist Sanjev Warna-kula-suriya, Partner, Latham & Watkins Panelist TBA, Partner, Clifford Chance LLP
15:00	CLO MARKETS IN A REGULATED ENVIRONMENT Moderator James Waddington, Partner, Dechert LLP Panelist Cameron Saylor, Partner, Paul Hastings Panelist Huub Mourits, Global Head of Structured Finance Services, TMF Group Panelist Garry Ferguson, Partner – Finance & Capital Markets, Walkers Panelist Valia Theodoraki, Vice President, Marketing, Cayman Island Stock Exchange Panelist David Quirolo, Partner, Cadwalader, Wickersham & Taft LLP
15:45	Networking Refreshment Break
16:00	Track A Track B LAUNCHING A NEW CLO Moderator George Zittis, Vice President - Senior Credit Officer, Moody’s Investors Service Panelist Tim Ruxton, Associate Director, Cortland Capital Market Services Panelist Sergio Grasso, Portfolio Manager, Head of Investment Department, Accunia Credit Management Panelist Diala Minott, Partner, Paul Hastings Panelist Peter Melichar, Investment Consultant, Key Capital Investment Management Panelist Guillaume Tarneaud, Managing Director, Portfolio Manager, CVC Credit Partners MANAGER SCREENING & EVALUATION Moderator Sayed Ali, Senior Sales Director, ClearStructure Financial Technology, LLC Panelist Stephan Plagemann, Managing Director, Mount Street Portfolio Advisers Panelist Ratul Roy, Head of CLO and Euro ABS Research, Citigroup Inc. Panelist David Frey, Managing Director and Portfolio Manager, HPS Investment Partners, LLC
16:45	Track A Track B REFI’S AND RESETS Moderator Anatoly Sorin, Vice President, US Bank Panelist Eriko Aron, Director, Risk Management, SCIO Capital LLP Panelist Javier Hevia Portocarrero, Vice President - Senior Credit Officer, Moody’s Investors Service Panelist Barry Lane, Director, Investcorp PRIVATE DEBT AND DIRECT LENDING Moderator Lars Schmidt-Ott, Managing Director, Be Spoke Capital/ Invision AD Panelist Oliver Fochler, Managing Partner, CEO, Stone Mountain Capital LTD Panelist Herman Guelovani, Head of Credit Management, NIBC Bank N.V. Panelist Marc Bajer, Chief Executive Officer, Hadrian's Wall Capital Ltd.
17:30	Networking Cocktail Reception

etc.venues County Hall, London, United Kingdom

Suggested Hotel	Address	Star Rating	Reservation Info
Marriott County Hall	Westminster Bridge Rd, SE1 7PB Distance: 100ft	5	Phone: +44 (0) 207 928 5200 Website: www.marriott.co.uk
Premier Inn London County Hall	Belvedere Road, SE1 7PB Distance: 50ft	3	Phone: +44 (0) 871 527 8648 Website: www.premierinn.com/gb
Park Plaza Westminster Bride	200 Westminster Br Rd, SE1 7UT Distance: 200ft	4	Phone: +44 (0) 844 415 6790 Email: ppwlres@pphe.com Website: www.parkplaza.com/london

*Prices exclude taxes

Registration Pricing

	Standard Rate
Investor*	$795
Issuer	$1,295
Standard	$1,995

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to 3rd parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re- verify past delegates for future complimentary passes.

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Topics Will Include

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 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

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S&P Global Ratings, a part of S&P Global Inc. (NYSE: SPGI), is the world’s leading provider of credit ratings. We have more than 1 million credit ratings outstanding on government, corporate, financial sector and structured finance entities and securities. With approximately 1,400 credit analysts, a presence in 26 countries, and more than 150 years’ experience of assessing credit risk, we offer a unique combination of global coverage and local insight. Our research and opinions about relative credit risk provide market participants with information to help support the growth of transparent, liquid debt markets worldwide. Learn more at spglobal.com/ratings.

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