European CLO Summit 2023
London Marriott Hotel Grosvenor Square, London, UK
October 4, 2023
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
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 Tyler Wallace, Managing Director, Portfolio Manager, Fair Oaks Capital 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 Nuno Caetano, Director & Portfolio Manager, INVESCO Senior Secured Management 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 Joel Penn, Assistant Director – Structured Finance Specialist, Moody’s Analytics Andrew McClymont, Structured Finance Analyst, Trepp, Inc. |
|
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, Rajan Chandolia, Director, Structuring, Pemberton Capital Advisors LLP 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, Moody's Investors Service Kristine Kozicki, Associate, Latham & Watkins Paddy Rath, Partner, Walkers |
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Track B: Picking Preferred CLO Management Styles
Moderator
Gordon Kerr, Managing Director, Head of European Research, KBRA
Panelists
Amadou Loum, Head of ABS Credit Research, Amundi Asset Management 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:
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Registration Pricing
|
Early Bird Rate (exp. 07/01/23) |
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.
- 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
