European CLO Summit 2023

London Marriott Hotel Grosvenor Square, London, UK
October 4, 2023

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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.

Current as of 1 October2023


Exhibit Set-Up / Registration Desk Opens


Continental Breakfast Opens


Welcoming Remarks

Lauren Bautista, Managing Director, Opal Group


The Current State and Outlook for the Global CLO Market


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


Philip Grose, Founding Partner, Acer Tree Investment Management LLP

Laila Kollmorgen, Managing Director, Pinebridge Investments

Blake Jones, Partner, Corporate Department, Paul Hastings

Sergio Morales Arruga, Managing Director, Santander

Matthias Neugebauer, Managing Director Structured Credit and CLOs - EMEA, Fitch Ratings

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


CLO Managers Roundtable


Sushila Nayak, Partner, Structured Finance, Orrick Herrington & Sutcliffe LLP


Alex Leonard, Senior Managing Director, Blackstone Credit

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

Conor Power, Managing Director, WhiteStar Asset Management

Till Schweizer, EU CLO Senior Portfolio Manager, Partners Group

Jakob von Kalckreuth, Managing Director European Portfolio Manager, Credit Suisse UK Limited


Networking Refreshment Break


ESG Data Integration in the CLO Market


Jeff Kramer, Head of ESGx, Reorg


Tina De Baere, Head of ESG, Polus Capital Management

Fiona Hagdrup, Head of Leveraged Finance, Investment & Fund Manager, M&G Investments

Malin Hedman, Head European CLOs’, AB CarVal

Oliver Newman, Private Credit - Senior Analyst, Fidelity International

Robert Wyse Jackson, Special Counsel, Milbank LLP


Track A: Opportunities in Middle Market CLOs, Private Credit & Direct Lending

Focus on European Middle Market CLOs:

  • Opportunities & Challenges
  • The Essential Ingredients
  • Looking to the Future

Ruth Yang, Managing Director, Global Head of Thought Leadership, S&P Global Ratings


Steve Baker, CLO Primary, J.P. Morgan Securities plc

Ushma Dando, Director, FIS

Thierry de Vergnes, Managing Director, Bank Loans Funds, Acquisition Debt Funds, Amundi Asset Management

Gabriele Gramazio, Senior Director Structured Credit, KBRA

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

Lars Schmidt Ott, Managing Partner, Beka Credit

Track B: Capital Relief Trades


Assia Damianova, Special Counsel, Cadwalader, Wickersham & Taft LLP


Matt Humphrey, Director, Structured Finance & Head of SRT Structuring, Barclays

Daniela Francovicchio, Head of Securitisation, European Investment Fund

Jeremy Hermant, Head of Capital Markets, Allica Bank

Aidan McKeown, Portfolio Manager, Magnetar Capital

Ganesh Rajendra, Managing Partner, Integer Advisors


Networking Luncheon


CLO Tech Innovation


Andrew McClymont, Structured Finance Analyst, Trepp


Cameron Bunnell, Senior Director - Product Strategy, Front Office Products, Broadridge Financial Solutions Inc

Maximilian Grimm, Associate Director - Senior Financial Engineer, Moody’s Analytics

Michel Salameh, Solution Manager, FIS


Track A: Legal & Regulatory


Rupert Wall, Partner, Sidley Austin LLP


James Baillie, Partner, Corporate Department, Paul Hastings

Claire Bridcut, Partner, Milbank LLP

Noeleen Ruddy, Partner and Co Head of Finance & Capital Markets, Walkers

Daniel Tobias, Partner, Cadwalader, Wickersham & Taft LLP

Julia Tsybina, Partner, Clifford Chance

Track B: Deep Dive into Asset Performance


Kos Vavelidis, Partner, DLA Piper


Sandeep Chana, Director Structured Credit, S&P Global Ratings

Sam DeRosa-Farag, Partner, Centennial3

Yudi Liu, Vice President, Deutsche Bank

Ian Perrin, Associate Managing Director, Moody’s Investors Service


Networking Refreshment Break


Manager Screening & Evaluation


Gordon Kerr, Managing Director Head of European Research, KBRA


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

Lakshya Madhok, Managing Director, Bain Capital Credit

Dustin Walpert, CFA, Vice President – European CLO Research, Bank of America

Chris Whitcombe, Head of European & US ABS, Challenger Investment Management


Investor Roundtable


Alex Lazanas, Director, Moody’s Analytics


Sharif Anbar-Colas, Head of Structured Credit, Kartesia

Kerrill Gaffney, Partner, Pearl Diver Capital

Mark Hale, Chief Investment Officer, Prytania Investment Advisors LLP

Michelle Manuel, CoPortfolio Manager, Investec Bank Limited

Florian Viros, Portfolio Manager, Carmignac


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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London Marriott Hotel Grosvenor Square
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Registration Pricing

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

*Subject to Opal Group’s verification and approval.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898
  • 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