etc.venues County Hall, London
November 2, 2017
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.
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 |
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 |
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 |
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 |
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 |
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 |
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 |
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.
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.