European CLO Summit 2022

London Marriott Hotel Grosvenor Square, London, UK
October 11, 2022

9 days left

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 29 September 2022

8:00 - 16:00

Opal’s European Private Wealth Summit

* Separate registration required

18:00

Exhibit Set-Up for European CLO Summit

7:00

Exhibit Set-Up / Registration Desk Opens

8:00

Continental Breakfast Opens

8:55

Welcoming Remarks

9:00

The Current State and Outlook for the Global CLO Market

Moderator

Chris Porter, Head of Private Equity, Loan & CLO Business Development, EMEA, S&P
Global Ratings

Panelists

Vedanta Bagchi, Director (Portfolio Manager) - Investment Office, Commerzbank AG

Powell Eddins, CLO Trading Desk Strategist, Credit Suisse

Conor O'Toole, Managing Director, Global Head of CLO Research & Head of European
Asset Backed Research, Deutsche Bank

Michelle Manuel, Co-Portfolio Manager, Investec Bank Limited

Alexander Martin, Partner, Latham & Watkins

10:00

CLO Managers Roundtable

Moderator

Abhijit Pawar, Director, Structured Credit, S&P Global Ratings

Panelists

Jonathan Bowers, Founding Partner, CIO, Acer Tree Investment Management LLP

Alex Leonard, Senior Managing Director, Blackstone Credit

John Murphy, Partner and Head of Syndicated Debt, Bridgepoint

Camille McLeod-Salmon, Portfolio Manager - CLOs and Leveraged Loans, Fidelity
International

Nuno Caetano, Director & Portfolio Manager, INVESCO Senior Secured Management
Inc.

James Dunn, Portfolio Manager, Onex Credit

Gianluca Consoli, CLO Portfolio Manager, PGIM Fixed Income

10:45

ESG CLOs

Moderator

Jeff Kramer, Head of ESGx, FinDox

Panelists

Tina De Baere, Head of ESG, Cairn Capital

Vlad Mitroi, Head of ESG, Chenavari Investment Managers

Julia Tsybina, Partner, Clifford Chance

Richard Jefferies, Global Head of ESG Scores for Leveraged Finance, Sustainable Fitch

Herman Guelovani, Head of Credit Management, NIBC Bank N.V.

Blake Jones, Partner, Paul Hastings (Europe) LLP

Till Schweizer, EU CLO Portfolio Manager, Syndicated Debt, Partners Group

11:30

Networking Refreshment Break

11:45

Track A: Evaluating Leveraged Loan Market Performance and Direction

Moderator

Domitille de Coincy, Director, Moody’s Analytics

Panelists

Thierry de Vergnes, Managing Director, European Bank Loans, Amundi Asset Management

Hashem Shubber, Managing Director, Leveraged Finance Capital Markets, J.P. Morgan

Jon Brager, CFA, Manager Director, Palmer Square Capital Management

Track B: Structural Evolution Going Into 2023

Moderator

Jana Zupikova, Associate, Latham & Watkins

Panelists

Nick Shiren, Partner, Cadwalader, Wickersham & Taft, LLP

Yudi Liu, Vice President, Deutsche Bank

Gabriele Gramazio, Senior Director, Structured Credit, KBRA

Sandeep Chana, Director, EMEA Structured Finance, S&P Global Ratings

12:30

Networking Luncheon in the Exhibit Hall

13:30

Track A: CLO Technological Innovation

Moderator

Huub Mourits, Global Head Structured Finance & Capital Markets Services, Trustmoore Group

Panelists

Claire Puddicombe, Partner, Cadwalader, Wickersham & Taft LLP

Christian Thun, Chief Executive Officer, European DataWarehouse GmbH

Ed Watson, Executive Director, EMEA Primary CLOs, J.P. Morgan

Paul Burton, Partner, Maples Group

Andrew McClymont, Structured Finance Analyst, Trepp, Inc.

TBA, Moody’s

Track B: A Shift towards Direct Lending

Moderator

Robert Cannon, Partner, Cadwalader

Panelists

Lars Schmidt-Ott, Managing Partner, Beka Credit

Thomas Speller, Senior Director, Head of European Funds, KBRA

Daniel Heine, Managing Director Private Debt, Co-Founder, Member of the Board, Patrimonium

Mark Hale, Chief Executive Officer, Chief Investment Officer, Prytania

14:15

Track A: Launching A New CLO

Moderator

Charlie Miquel, Credit Analyst, Structured Credit, S&P Global Ratings

Panelists

Philip Grose, Founding Partner, Acer Tree Investment Management LLP

George Zittis, Vice President – Senior Credit Officer, Structured Finance Group, Moody's Investors Service

Kristine Kozicki, Associate, Latham & Watkins

Paddy Rath, Partner, Walkers

Track B: Picking Preferred CLO Management Styles

Moderator

Gordon Kerr, Managing Director, Head of European Research, KBRA

Panelists

Amadou Loum, Securitisation Senior Credit Analyst, Amundi

Simon Gold, Senior Trader ABS & CLOs, Chenavari Investment Managers

Vedanta Bagchi, Director (Portfolio Manager) - Investment Office, Commerzbank AG

Michael Brown, Managing Director, Pearl Diver Capital

15:00

Networking Refreshment Break

15:15

Relative Value in the CLO Market

Moderator

Sushila Nayak, Partner, Orrick, Herrington & Sutcliffe LLP

Panelists

Jonathan Arthurs, Structured Investments, AIB

Dustin Walpert, European CLO Strategist, Bank of America

Daniel Bates, CLO Trader, Credit Suisse

Alex Lazanas, Director, Moody’s Analytics

Stefan Stefanov, Director - European CLO Primary & Loan Find Financing, Natixis

16:00

Investor Roundtable

Moderator

Rebecca Mun, Director, Structured Credit, S&P Global Ratings

Panelists

AnneMarie Flynn, Head of Structured Investments, Allied Irish Banks, plc

Roger Coyle, Partner, Fair Oaks Capital

Cyrille Javaux, Private Credit Strategies, Fidelity International

Michael Schewitz, Co-Portfolio Manager, Credit Investments, Investec Bank (UK) Limited

Colin Behar, Portfolio Manager, Universities Superannuation Scheme Ltd

16:45

Networking Cocktail Reception

Join us in the exhibit hall and unwind with fellow industry professionals for refreshments & hors d’oeuvres

 

Sponsored by:

 

KBRA

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London Marriott Hotel Grosvenor Square
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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

Standard Rate
Investor* $795 USD
Issuer $1,295 USD
Standard $2,295 USD

*Subject to Opal Group’s verification and approval.

Send us an email to register.

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