European CLO Summit 2023

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

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 25 September 2023

19:00 - 21:00

Exhibit Set-Up & Pre – Registration

 

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 and CLO Business Development, EMEA, S&P

Panelists

Ushma Dando, FIS

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

10:00

CLO Managers Roundtable

Moderator

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

Panelists

James Dunn, Portfolio Manager, Onex Credit

Alex Leonard, Senior Managing Director, Blackstone Credit

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

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

11:00

Networking Refreshment Break

11:15

ESG CLOs

Moderator

Jeff Kramer, Head of ESGx, Reorg

Panelists

Tina De Baere, Head of ESG, Polus Capital Management

Herman Guelovani, Head of Credit Management, Aegon Asset Management

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

Oliver Newman, Private Credit - Senior Analyst, Fidelity International

Denis Struc, Portfolio Manager, Janus Henderson Investors

Robert Wyse Jackson, Special Counsel, Milbank LLP

12:15

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

Moderator

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

Panelists

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

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

Mark Mannion, Head of European Operations, Virtus Partners

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

Lars Schmidt Ott, Managing Partner, Beka Credit

Track B: Capital Relief Trades

Moderator

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

Panelists

Frank Benhamou, Managing Director Head of Funding and Capital Solutions, Barclays

Daniela Francovicchio, Head of Securitisation, European Investment Fund

Aidan McKeown, Portfolio Manager, Magnetar Capital

Ganesh Rajendra, Managing Partner, Integer Advisors

13:00

Networking Luncheon

14:00

CLO Tech Innovation

Moderator

Andrew McClymont, Structured Finance Analyst, Trepp

Panelists

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

Michel Salameh, FIS

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

14:45

Track A: Legal & Regulatory

Moderator

Rupert Wall, Partner, Sidley Austin LLP

Panelists

James Baillie, Partner, Corporate Department, Paul Hastings

Claire Bridcut, Partner, Milbank LLP

Daniel Tobias, Partner, Cadwalader, Wickersham & Taft LLP

Julia Tsybina, Partner, Clifford Chance

Track B: Deep Dive into Asset Performance

Panelists

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

Sam DeRosa-Farag, Partner, Centennial3

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

15:30

Networking Refreshment Break

15:45

Manager Screening & Evaluation

Moderator

Gordon Kerr, Managing Director Head of European Research, KBRA

Panelists

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

16:30

Investor Roundtable

Moderator

Alex Lazanas, Director, Moody’s Analytics

Panelists

Kerrill Gaffney, Partner, Pearl Diver Capital

Mark Hale, Chief Investment Officer, Prytania Investment Advisors LLP

Philippe Jodin, Partner, Alegra Capital

Michelle Manuel, CoPortfolio Manager, Investec Bank Limited

Florian Viros, Portfolio Manager, Carmignac

17:15

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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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 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