European CLO Summit 2019

London Marriott Hotel Grosvenor Square, London, UK
October 15, 2019

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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 October 15, 2019

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
  • What are some of the unique risks associated with Middle Market loan assets and how do Middle Market assets differ from Broadly Syndicated Loans?
  • What opportunities do Middle Market loan assets create versus Broadly Syndicated Loans and what are the challenges? How does pricing differ?
  • Comparison of European landscape vs US landscape (including prospects for a MM CLO in Europe)
  • How do middle-market asset financings in Europe usually work and how are they structured in comparison to US MM CLOs etc. and what are some of the challenges (regulatory, legal etc.) with these “levered sleeves” / loan-on-loan structures?
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

1star
London Marriott Hotel Grosvenor Square
London W1K 6JP United Kingdom


Room Rate
Deluxe Room £349 GBP
*Inclusive of VAT (currently 20%). All invoices will be billed in US Currency.

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

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • 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