European CLO Summit 2019
London Marriott Hotel Grosvenor Square, London, UK
October 15, 2019
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 2019 agenda and participant list
Current as of
| 18:00 |
Exhibit Set-Up & Pre-Registration |
| 7:00 |
Exhibit Set-Up |
| 8:00 |
Continental Breakfast Opens
Registration Desk Opens |
| 8:55 |
Welcoming Remarks from Conference Chairperson Chris Porter, Head of Private Equity, Loan and CLO Business Development, EMEA, S&P Global Ratings |
| 9:00 |
THE CURRENT STATE AND OUTLOOK FOR THE GLOBAL CLO MARKET
Moderator
Chris Porter, Head of Private Equity, Loan and CLO Business Development, EMEA, S&P Global Ratings
Panelists
David Snyder, Head of Euro Performing Credit, Bardin Hill Investment Partners LP David Frey, Managing Director and Portfolio Manager, HPS Investment Partners, LLC Ratul Roy, Head of CLO and Euro ABS Research, Citigroup Inc. Steve Baker, Executive Director, European Primary CLOs, J.P. Morgan Securities plc David Thatch, Partner, White & Case LLP Aleem Akhtar , VP, CLO Structuring, BNP Paribas |
| 9:45 |
INVESTOR ROUNDTABLE
Moderator
Rebecca Mun, Director & Lead Analyst, EMEA Structured Finance, S&P Global Ratings
Panelists
Sergio Morales, Executive Director, Active Credit Portfolio Management, Santander GCB Matthew Layton, Partner, Pearl Diver Capital Michael Schewitz, Credit Investment, Investec Bank (UK) Limited David Hale, Chief Privacy Officer & Deputy General Counsel, TD Ameritrade Neil Servis, Chief Executive Officer, Serone Capital Management LLP Ronnie Jaber, Managing Director and Portfolio Manager, The Carlyle Group |
| 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
Frédéric Maire, Partner, DELFF Management Ltd. Maximilien Fare, Senior Director, Mount Street Portfolio Advisers GmbH Thierry de Vergnes, Head of Acquisition Debt Funds, Amundi Asset Management Todd Rothman, Managing Director, High Yield and Leveraged Loan Capital Markets, J.P. Morgan John Murphy, Managing Director, EQT Partners UK Advisors LLP |
| 11:15 |
Networking Refreshment Break |
| 11:30 |
Moderator
Jana Zupikova, Senior Associate, Dechert LLP
Panelists
Desiree Fixler, Managing Director- Impacting Investing, ZAIS Group, LLC Chris McGarry, Partner, White & Case LLP Jarrad Linzie, Head of Index Research Product Development, J.P.Morgan Tyler Wallace, Portfolio Manager, Fair Oaks Capital Ltd Parul Gupta, Head of Business Development, Arabesque S‐Ray GmbH
Moderator
Eric Hudson, Managing Director, Structured Credit, Kroll Bond Rating Agency
Panelists
Stephan Plagemann, CFA, Managing Director, Head of MSPA, Mount Street Portfolio Advisers GmbH Ganesh Rajendra, Managing Partner, Integer Advisors LLP Mehdi Kashani, Head of ABS & CLO Trading, BNP Paribas Conor O'Toole, Director, Head of European Asset Backed Research, Deutsche Bank Barry Povey, CLO Secondary TraderGoldman Sachs |
| 12:15 |
Moderator
Julien Devaux, Director, Natixis Corporate & Investment Banking
Panelists
Milan Kecman, Structured Credit Analyst, Alcentra Matthew Carpenter, Executive Director, J.P. Morgan Philippe Jodin, Partner, Alegra Capital LTD Sharif Anbar-Colas, Portfolio Manager for Structured Credit, Kartesia
Moderator
Sean Renfer, Associate, Sidley Austin LLP
Panelists
Abhijit Pawar, Director, EMEA Structured Finance, S&P Global Ratings Javier Hevia Portocarrero, Vice President-Senior Credit Officer, Moody’s Investors Service Espana Brendan Condon, Vice President, CLO Origination, Deutsche Bank Cameron Saylor, Partner, Paul Hastings (Europe) LLP |
| 13:00 |
Networking Luncheon in Exhibit Hall |
| 14:15 |
Moderator
Rishad Ahluwalia, Managing Director, Head of CLO Research, J.P. Morgan Securities plc
Panelists
Adrian Duffy, Senior Managing Director, Guggenheim Partners Europe Limited Gauthier Reymondier, Managing Director, European Portfolio Manager, Bain Capital Credit Hans Christensen, Chief Executive Officer, Chief Investment Officer, Founder, MJX Assset Management Justin Driscoll, Chief Executive Officer and a member of the Board of Managers, Gallatin Loan Management Michael Curtis, CIO, MeDirect Strategy Alex Leonard, Senior Managing Director, Senior Portfolio Manager, BlackStone GSO Capital
Moderator
Assia Damianova, Special Counsel, Cadwalader, Wickersham & Taft LLP
Panelists
Neil Wilson, Senior Originator, Chorus Capital Andrew Scourse, Executive Director, Santander Markus Schaber, Managing Partner, Integer Advisors LLP Dennis Heuer, Partner, White & Case LLP Thea Gausel, Senior Associate, Clifford Chance |
| 15:00 |
Moderator
Anatoly Sorin, Senior Vice President, US Bank
Panelists
Tom Falkus, Partner, Capital Markets, White & Case LLP Cameron Saylor, Partner, Paul Hastings (Europe) LLP Claire Puddicombe, Partner, Cadwalader, Wickersham & Taft LLP Christopher Desmond, Partner, Dechert Garry Ferguson, Managing Partner, Walkers Julia Tsybina, Counsel, Clifford Chance LLP
Moderator
Sandeep Chana, Director, EMEA Structured Finance, S&P Global Ratings
Panelists
Matthias Neugebauer, Managing Director, Head of European Structured Credit, Fitch Ratings Tanguy Hespel, Structured Finance - AVP – Analyst, Moody's Investors Ed Watson, Primary CLOs, JP Morgan Nikunj Gupta, Head of European New Issue CLOs, Deutsche Bank Brian Nolan, Associate, PGIM |
| 15:45 |
Networking Refreshment Break |
| 16:00 |
LAUNCHING A NEW CLO
Moderator
Kevin Butler, Managing Director, TMF Group
Panelists
Justin Driscoll, Chief Executive Officer and a member of the Board of Managers, Gallatin Loan Management Vanessa Cecillon, Associate Director – Commercial Credit, EMEA Structured Finance, S&P Global Ratings Tim Houghton, Head of Debt & Capital Markets, Cortland Part of Alter Domus Group Nuno Caetano, Director & Portfolio Manager, Invesco Senior Secured Management Inc. |
| 16:45 |
Moderator
Rupert Wall, Partner, Sidley Austin LLP
Panelists
Marc Bajer, CEO, Hadrian’s Wall Capital Ltd Oliver Fochler, Managing Partner, CEO, Stone Mountain Capital LTD Nick Shiren, Partner, Cadwalader, Wickerhasam & Taft, LLP Michael Schewitz, Credit Investment, Investec Bank (UK) Limited Sean Solis, Partner, Milbank, Tweed, Hadley & McCloy LLP Luke Millar, European Managing Editor, LCD Sergio Grasso, Fund Manager, Iason LTD
Moderator
Alan Packman, Director, Moody's Analytics
Panelists
Vedanta Bagchi, Director, Investment Office, Commerzbank AG Vincent Ingato, Managing Director, Leveraged Finance, Zais Group, LLC Rachit Prasad, Research Analyst, Deutsche Bank Geoffrey Horton, CLO and Loan Strategist, Research, Barclays |
| 17:30 |
Networking Cocktail Reception |
London W1K 6JP United Kingdom
| Room | Rate |
|---|---|
| Deluxe Room | £349 GBP |
Should you require earlier dates than listed, please contact Austin Riffe at ariffe@opalgroup.net for rates and availability.
• Rooms are available only to those participants who are registered conference attendees.
• Rooms will not be guaranteed without a credit card.
• Rooms are allocated on a first come first serve basis. Room types/rates are subject to availability.
• The name on the form will be the name of the guest room.
Registration Pricing
| Standard Rate | |
|---|---|
| Investor | $795 |
| Issuer | $1,295 |
| Standard | $2,295 |
- 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
