European CLO Summit 2022
London Marriott Hotel Grosvenor Square, London, UK
October 11, 2022
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 current agenda and participant list
Current as of October 20, 2021
| 7:00 |
Exhibit Set-Up / Registration Desk Opens |
| 8:00 |
Continental Breakfast Opens |
| 8:55 |
Welcoming Remarks from Conference Chairperson Lauren Bautista, Managing Director, Opal Group Miten Amin, Managing Director, Business Development, KBRA |
| 9:00 |
THE CURRENT STATE AND OUTLOOK FOR THE GLOBAL CLO MARKET
Moderator
Emanuele Tamburrano, Analytical Manager, Structured Credit, S&P Global Ratings
Panelists
Adeel Shafiqullah, Managing Director, Sculptor Capital Management Michelle Manuel, Co-Portfolio Manager, Investec Bank Limited Andrea Tortora, Head of European Modelling and Content, Trepp Matthias Neugebauer, Managing Director – Structured Credit – EMEA, Fitch Ratings Steve Baker, CLO Primary, J.P. Morgan Securities plc Dimitris Papadopoulos, Managing Director, Credit Suisse |
| 9:45 |
INVESTOR ROUNDTABLE
Moderator
John Finn, Associate Director, Structured Credit, EMEA, S&P Global Ratings
Panelists
Vedanta Bagchi, Director (Portfolio Manager) - Investment Office, Commerzbank AG Colin Behar, Portfolio Manager, Prytania Sergio Morales-Arruga, Managing Director, Santander CIB AnneMarie Flynn, Head of Structured Investments, Allied Irish Banks, plc Siddharth Chhabra, Partner/Head : Global Structured Credit & CLOs, BlueBay Asset Management Matthew Layton, Partner, Pearl Diver Capital |
| 10:45 |
ESG CLOs
Moderator
Jeff Kramer, Head of ESGx, FinDox
Panelists
Fatima Hadj, Chair, PRI Securitised Product Committee Parul Gupta, Partner, Head of Business Development, Arabesque Till Schweizer, EU CLO Portfolio Manager, Syndicated Debt, Partners Group Blake Jones, Associate, Paul Hastings (Europe) LLP Luca Laino, Managing Director - Leveraged Debt Capital Markets, Deutsche Bank Vlad R. Mitroi, Head of ESG, Chenavari Investment Managers Magnus Bruun Jacobsen, Head of Structuring, Accunia |
| 11:30 |
Networking Refreshment Break |
| 11:45 |
Track A: EVALUATING LEVERAGED LOAN MARKET PERFORMANCE AND DIRECTION
Moderator
David Gillmor, Sector Lead, European Leveraged Finance, S&P Global Ratings
Panelists
Dean Graham, Vice President, Corporate Credit, Fair Oaks Capital Ltd Sam DeRosa-Farag, Partner, Centennial3 Thierry de Vergnes, Managing Director, European Bank Loans, Amundi Asset Management |
|
Track B: RELATIVE VALUE IN THE CLO MARKET
Moderator
Carlos Castro, Director – Solutions Specialist, Moody’s Analytics
Panelists
Laila Kollmorgen, Managing Director, PineBridge Investments Mark Hale, Chief Investment Officer, Prytania Investment Advisors LLP Conor O'Toole, Managing Director, Head of European Asset Backed Research, Deutsche Bank |
|
| 12:30 |
CLO TECHNOLOGICAL INNOVATION
Moderator
Gordon Kerr, Managing Director, Head of European Research, KBRA
Panelists
Huub Mourits, Global Head Structured Finance & Capital Markets Services, Trustmoore Group Michael Schewitz, Co-Portfolio manager, Credit Investments, Investec Bank (UK) Limited Mike Mueller, Senior Director – Software Engineering, Moody’s Analytics |
| 13:15 |
Networking Luncheon |
| 14:15 |
Track A: LAUNCHING A NEW CLO
Moderator
Noeleen Ruddy, Partner, Walkers Ireland LLP
Panelists
Christian Parker, Partner, Corporate Department, Paul Hastings (Europe) LLP Ed Watson, CLO Structuring, Fixed Income, J.P. Morgan Alan Bunbury, Senior Associate, Matheson Philip Grose, Founding Partner, Acer Tree Investment Management LLP |
|
Track B: CAPITAL RELIEF TRADES & SRT
Moderator
Mauricio Noé, Senior Managing Director & Head of Europe, KBRA
Panelists
Jeremy Hermant, Senior Manager, British Business Bank Neil Wilson, Managing Director, Chorus Capital Aidan McKeown, Fixed Income, Magnetar Capital LLC George Oommen, Executive Director, J.P. Morgan Securities plc |
|
| 15:00 |
Track A: STRUCTURAL EVOLUTION GOING INTO 2022
Moderator
Gabriele Gramazio, Director, Structured Credit, Kroll Bond Rating Agency
Panelists
Sandeep Chana, Director, EMEA, Structured Finance, S&P Global Ratings Amit Malhotra, CLO Structuring, NatWest Markets Alexander Batchvarov, Head of Structured Products Research, EMEA, Bank of America |
|
Track B: CLO MARKETS IN A REGULATED ENVIRONMENT
Moderator
Rupert Wall, Partner, Sidley Austin LLP
Panelists
Sushila Nayak, Partner, Orrick, Herrington & Sutcliffe LLP Alexander Martin, Partner, Latham & Watkins Christian Donagh, Partner, Matheson |
|
| 15:45 |
Networking Refreshment Break |
| 16:00 |
CLO MANAGERS ROUNDTABLE
Moderator
Matthew Jones, Head of Specialised Finance, EMEA, S&P Global Ratings
Panelists
Hans Christensen, Chief Executive Officer, Chief Investment Officer, Founder, MJX Asset Management Nuno Caetano, Director & Portfolio Manager, Invesco Senior Secured Management Inc. Jonathan Butler, Managing Director, PGIM Fixed Income Michael Curtis, Head of Private Credit Strategies, Fidelity International |
| 16:45 |
Networking Cocktail Reception Sponsored by: KBRA |
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NO-SHOW POLICY:
If a guest does not check-in on the reserved check-in date (and has not notified the hotel of any changes), the room will be subject to release. If the room is released, deposits will not be returned and guest credit card will be charged for the entire stay.
Registration Pricing
| Early Bird (exp. 6/1/22) | Standard Rate | |
|---|---|---|
| Investor* | First 100 investors / issuers complimentary, then $495 USD | $795 USD |
| Issuer | First 100 investors / issuers complimentary, then $1,095 USD | $1,295 USD |
| Standard | $1995 USD | $2,295 USD |
*Subject to Opal Group’s verification and approval.
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
