European CLO Summit 2018
London Marriott Hotel Grosvenor Square, London
October 9, 2018
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.
To request the full 2018 agenda and participant list
Current as of
| 7:00 |
Exhibit Set-Up |
| 8:00 |
Continental Breakfast Opens Registration Desk Opens All confirmed pre-registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges. |
| 8:55 |
Co-Chair Welcoming Remarks |
| 9:00 |
THE CURRENT STATE AND OUTLOOK FOR THE GLOBAL CLO MARKET • Is the leverage loan/ CLO market finally becoming global?
Moderator
Chris Porter, Head of Loan, Recovery & CLO Business Development, S&P Global Ratings
Panelists
Jonathan Butler, Managing Director, PGIM Fixed Income Michael Malek, Director, Credit Suisse Rishad Ahluwalia, Managing Director, J.P. Morgan Securities plc Dushy Puvan, Head of Europe CLO Origination & Structuring, BNP Paribas Sean Renfer, Associate, Sidley Austin LLP |
| 9:45 |
INVESTOR ROUNDTABLE • Investing in the full capital structure
Moderator
Alan Packman, Director, Moody's Analytics Sergio Morales, CFA, Executive Director, Active Credit Portfolio Management, Santander GBM Mads Christian Romild, Chief Investment Officer, Accunia A/S Sharif Anbar-Colas, Portfolio Manager for Structured Credit, Kartesia Michael Schewitz, Credit Trading, Investec Bank (UK) Limited Miguel Ramos, Partner, Fair Oaks Capital |
| 10:30 |
EVALUATING LEVERAGED LOAN MARKET PERFORMANCE AND DIRECTION
Moderator
David Gillmor, Head of Leverage and Mid-Market Analytics European Corporate Ratings, S&P Global Ratings
Panelists
Jean-Philippe Maltais, Senior Analyst, GLG Partners LP Camille McLeod-Salmon, Senior Corporate Credit Portfolio Manager, MeDirect Strategy Tyler Wallace, CFA, Portfolio Manager, Fair Oaks Capital |
| 11:15 |
Networking Refreshment Break |
| 11:30 |
Moderator
Chris McGarry, Partner, White & Case LLP Javier Hevia Portocarrero, Vice President-Senior Credit Officer, Moody's Investors Service Espana Jekaterina Muhametova , Associate - EMEA Structured Credit, S&P Global Ratings Adeel Shafiqullah, Managing Director, Oz Management Michael Sheren, Co-chairman, G20 Sustainable Finance Study Group
Moderator
Dimitris Papadopoulos,Head of Structured Credit Syndication & CLO Origination - Europe, Natixis Corporate & Investment Banking
Panelists
Florian Viros, Credit Analyst, Carmignac Conor O-Toole, Director, Head of European Asset Backed Research, Deutsche Bank Siddharth Chhabra, Partner/Head : Global Structured Credit & CLOs, BlueBay Asset Management Olivier Pons, CLO Trader, BNP Paribas |
| 12:15 |
Moderator
Anatoly Sorin, Senior Vice President, US Bank
Panelists
Sandeep Chana, Director EMEA Structured Finance, S&P Global Ratings Olivier Genin, Senior Portfolio Manager, Amundi Asset Management Nikunj Gupta, Head of European New Issue CLOs, Deutsche Bank Kamal Ayatallah, Director, Natixis Corporate & Investment Banking
Moderator
Melanie Davies, Counsel, White & Case LLP
Panelists
Ratul Roy, Head of CLO and Euro ABS Research, Citigroup Inc. Philippe Jodin, Partner, Alegra Capital LTD Cathy Price, Head of Altum London, Altum Capital Management Peter Melichar, Managing Director, GreensLedge Jihan Saeed, Portfolio Manager, Permira Debt Managers |
| 13:00 |
Networking Luncheon in Exhibit Hall |
| 14:15 |
Moderator
Vanessa Cecillon, Associate Director – Commercial Credit, EMEA Structured Finance, S&P Global Ratings
Panelists
Hans L. Christensen, Chief Executive Officer, MJX Asset Management LLC Justin Driscoll, Chief Executive Officer and a member of the Board of Managers, Gallatin Loan Management Adrian Duffy, Senior Managing Director, Guggenheim Partners Europe Limited Adeel Shafiqullah, Managing Director, Oz Management David Fewtrell, Director and Portfolio Manager, Investcorp Credit Management EU Limited • Evaluation of significant risk-transfer of a securitization.
Moderator
Sanjev Warna-kula-suriya, Partner, Latham & Watkins
Panelists
Jeremy Bradley, Managing Director, SPG, Lloyds Bank Neil Wilson, Senior Originator, Chorus Capital Andrew Scourse, Executive Director, DCM Solutions – Securitisation, Santander Corporate & Investment Banking |
| 15:00 |
Moderator
James Waddington, Partner, Dechert LLP
Panelists
Jim Fogarty, Partner, White & Case LLP John Engholm, Regtech Specialist, Euronext Christian Moor, Principal Policy Officer, European Banking Authority Cameron Saylor, Partner, Paul Hastings (Europe) LLP Julia Tsybina, Senior Associate, Clifford Chance LLP Noeleen Ruddy, Partner, Walkers Thomas Falkus, Partner, White & Case LLP
Moderator
Rebecca Mun, Director & Lead Analyst, EMEA Structured Finance, S&P Global Ratings
Panelists
Matthias Neugebauer, Managing Director, Head of European Structured Credit FitchRatings Daniel Tobias, Partner, Cadwalader, Wickersham & Taft LLP Emilien Chiappore, Senior Structurer, AXA Investment Managers Brian Nolan, Associate, PGIM Carine Kumps-Feniou, Vice President-Senior Credit Officer, Moody’s Investors Service Peter Melichar, Managing Director, GreensLedge |
| 15:45 |
Networking Refreshment Break |
| 16:00 |
LAUNCHING A NEW CLO
Moderator
Abhijit Pawar, Director, EMEA Structured Finance, S&P Global Ratings
Panelists
Vincent Ingato, Senior Portfolio Manager, ZAIS Group, LLC Justin Driscoll, Chief Executive Officer and a member of the Board of Managers, Gallatin Loan Management Gerard Scully, Director of International Primary Markets, Euronext Sergio Grasso, Portfolio Manager Accunia Tim Houghton, Head of Debt & Capital Markets, Cortland Part of Alter Domus Group Diala Minott, Partner, Paul Hastings (Europe) LLP |
| 16:45 |
Moderator
Alfonso Pagano, Commercial Director, TMF Group
Panelists
Oliver Fochler, Managing Partner, CEO, Stone Mountain Capital LTD Marc Bajer, CEO, Hadrian's Wall Capital Ltd Thomas Falkus, Partner, White & Case LLP Dr. Nicolaus Loos, CEO, CIO, Deutsche Credit Capital Partners • How much does CLO manager style affect performance?
Moderator
Julien Devaux, Director, Natixis Corporate & Investment Banking
Panelists
Stephan Plagemann, CFA, CEO, Mount Street Portfolio Advisers GmbH Aza Teeuwen, Partner, Portfolio Manager, TwentyFour Asset Management Ratul Roy, Head of CLO and Euro ABS Research, Citigroup Inc. |
| 17:30 |
Networking Cocktail Reception Join us and unwind with fellow industry professionals for refreshments & hors d’oeuvres. |
| Room | Rate |
|---|---|
| Deluxe Room | SOLD OUT |
Recommended alternative hotels are below:
The Beaumont (5-Star)
8 Balderton St, Brown Hart Gardens, Mayfair, London W1K 6TF, UK
+44 20 7499 1001
(2 minute walk)
– – –
Claridge’s (5-Star)
Brook St, Mayfair, London W1K 4HR, UK
+44 20 7629 8860
(3 minute walk)
– – –
Grosvenor House, A JW Marriott (5-Star)
86-90 Park Ln, Mayfair, London W1K 7TN, UK
+44 20 7499 6363
(7-10 minute walk / 5 minute drive)
– – –
London Marriott Park Lane (5-Star)
22 Park Ln, Mayfair, London W1K 1BE, UK
+44 20 7493 8000
(10-15 minute walk / 5 minute drive)
– – –
Hyatt Regency London – The Churchill (5-Star)
30 Portman Square, Marylebone, London W1H 7BH, UK
+44 20 7486 5800
(10-15 minute walk / 5-7 minute drive)
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.
- 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
