December 1-3, 2026
Waldorf Astoria Monarch Beach, Dana Point, CA
Navigating Regulation, Ratings, and Risk in the CLO Market
Opal Group is proud to present our 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. This event promises to be the “must attend” CLO event of 2026.
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registration pricing
Investor
$995
Issuer / Platform
Standard Rate
$1,495
Standard
Standard Rate
$2,795
Add On
ABS & Fintech Forum – December 3 to 4
Investor
Add on ABS & Fintech Forum – December 3 to 4
Standard Rate
+$495
Issuer / Platform
Add on ABS & Fintech Forum – December 3 to 4
+$795
Standard
Add on ABS & Fintech Forum – December 3 to 4
Standard Rate
+ $1,495
*1st 100 issuers/investors to register will receive complimentary registration. Subject to Opal Group’s verification and approval.
HOTEL Information
Waldorf Astoria Monarch Beach
1 Monarch Beach Resort North, Dana Point, CA
For sponsorship, exhibition & speaking opportunities
212-532-9898
info@opalgroup.net
Titanium Sponsors
Citi Agency & Trust (A&T) is a leading provider of corporate trust services. We offer a full range of agency, fiduciary, tender and exchange, loans agency and custody, and depositary and escrow services to a wide array of financial institutions, corporate clients and public sector entities in both established and emerging markets. Globally, we administer approximately $9.4 trillion assets under trust, supporting over 3,200 clients as of December 31, 2024. Citi Markets provides world-class solutions and an unmatched global presence. We serve corporates, institutional investors and governments from trading floors in almost 80 countries. The strength of our underwriting, sales and trading and distribution capabilities span asset classes (Commodities, Equities, Rates, Spread Products) and currencies, providing us with an unmatched ability to meet the needs of our clients.
For more than 115 years, Moody’s Ratings has been a leading provider of credit ratings, research, and risk analysis helping businesses, governments, and other entities around the globe to anticipate, adapt and thrive in this era of exponential risk.
Platinum Sponsors
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 69 million consumer and small business clients with approximately 3,800 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 57 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock is listed on the New York Stock Exchange (NYSE: BAC).
BMO Capital Markets is a leading, full-service North American-based financial services provider, with over 2,700 professionals in 30 locations around the world, including 20 offices in North America, offering corporate, institutional and government clients access to a complete range of investment and corporate banking products and services. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$1.0 trillion total assets and approximately 54,000 employees as of January 31, 2025.
BNP Paribas is a leading bank in Europe with an international reach. It has a presence in 74 countries, with more than 192,000 employees, including more than 146,000 in Europe. The Group has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. The Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporates and institutional clients) to realise their projects through solutions spanning financing, investment, savings and protection insurance. In Europe, the Group has four domestic markets (Belgium, France, Italy and Luxembourg) and BNP Paribas Personal Finance is the European leader in consumer lending. BNP Paribas is rolling out its integrated retail-banking model in Mediterranean countries, in Turkey, in Eastern Europe and a large network in the western part of the United States. In its Corporate & Institutional Banking and International Financial Services activities, BNP Paribas also enjoys top positions in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific.
Chapman is a law firm focused on finance. Our firm is comprised of lawyers with the highest level of technical skills and industry insight who care deeply about their clients. We work with the most sophisticated financial companies and institutional investors in the world on matters that are interesting, challenging, and innovative. We have industry-leading practices in asset securitization and structured finance, commercial lending, public finance, lease finance, registered investment companies, institutional private placements, and bankruptcy and restructuring. We have more than 230 lawyers in offices across the country and in key US financial centers: Charlotte, Chicago, New York, Salt Lake City, San Francisco, and Washington, DC. Chapman is also on the leading edge of legal services innovation, investing in new technology and practice management solutions for the firm and its clients to drive efficiency, agility, and client.
About Computershare Corporate Trust Computershare Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers as well as governments and institutions. We offer a wide range of services that fulfill our clients’ unique and emerging needs in corporate and structured finance, debt issuance and mergers and acquisitions (M&A). Computershare Corporate Trust is an industry leader with USD $6.6 trillion of debt under administration, USD $257.7 billion in assets under administration and cross-border capabilities including USD $1.5 trillion in funds movements across 75+ currencies in foreign exchange and distributions. Computershare Corporate Trust is among the top providers in the US ranking #1 in CMBS, CRE CLO and top 3 in RMBS, ABS, Convertible, Investment Grade and High Yield Debt. For more information, visit
CreditSights: The Most Trusted Source for Leveraged Finance Intelligence. Our Loan Solution integrates comprehensive coverage, deeper analysis, and market-leading insights directly into your workflow. Lead with accuracy, make informed investment decisions, and act decisively with unmatched confidence.
Dechert is the law firm that helps business leaders lead.
For more than 150 years, we have advised clients on critical issues – from high-stakes litigation to first-in-market transaction structures and complex regulatory matters. Our nearly 1,000 lawyers in commercial centers worldwide are immersed in the key sectors we serve – financial services, private capital, real estate, life sciences and technology.
Dechert delivers unwavering partnership so our clients can achieve unprecedented results.
Through a network of securitization specialists encompassing more than 40 countries, Deloitte, in the U.S. and globally through the member firms of Deloitte Touche Tohmatsu Limited, has one of the largest groups of dedicated accounting, advisory and technology professionals in the world. Deloitte's specialists have the industry experience and know-how to serve clients throughout the securitization life cycle from origination, pooling, and capital raising to servicing, reporting, and operations support. Deloitte appreciates that securitization is a highly complex and intricate process which affects all parts of your business. Our interdisciplinary approach in addressing the complexities of these subjects enables us to offer tailored services that apply to the specific conditions for, and directions of, each client. Working closely with you, and your other advisors, we are able to gain an understanding of your needs and your objectives from both a structural and business perspective. Deloitte is then able to help you shape the most appropriate innovation solutions to help address the administration, accounting, compliance, and surveillance demands of today's market. Understanding our clients' needs and responding to them quickly, with consistent, knowledgeable advice and strategic ideas is the cornerstone of our client service philosophy. It has made Deloitte a leading global provider of accounting related services to the securitization industry. About Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee, and its network of member firms, each of which is a legally separate and independent entity.
Deutsche Bank provides commercial and investment banking, retail banking, transaction banking, and asset and wealth management products and services to corporations, governments, institutional investors, small and medium-sized businesses, and private individuals. Deutsche Bank is Germany’s leading bank, with a strong position in Europe and a significant presence in the Americas and Asia Pacific. The Bank’s Trust and Agency Services business provides a suite of solutions tailored to support requirements for mergers and acquisitions, complex securitizations, project finance, syndicated and bilateral loans, debt exchanges and restructuring, in addition to term debt and commercial paper issuances. Its extensive offering includes collateralised loan obligations (CLOs), collateralised debt obligations (CDOs), separately managed accounts (SMAs), other complex loan products and a full range of accompanying front, middle and back-end services.
Fitch Ratings is a leading provider of credit ratings, commentary, and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective, and insights we provide help investors to make important credit judgments with confidence.
Fitch Group is a global leader in financial information services with operations in more than 30 countries. Fitch Group is comprised of: Fitch Ratings, a global leader in credit ratings and research; Fitch Solutions, a leading provider of credit market data, analytical tools and risk services; Fitch Learning, a preeminent training and professional development firm; and Sustainable Fitch, the first global ESG Ratings solution for all asset classes at an entity and instrument level.
With dual headquarters in London and New York, Fitch Group is owned by Hearst.
For additional information, please visit fitchratings.com.
The Goldman Sachs Group, Inc. is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
Jefferies (NYSE: JEF) is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research and wealth and asset management services. With more than 47 offices in 21 countries around the world, we offer insights and expertise to investors, companies and governments.
With a history tracing its roots to 1799 in New York City, JPMorganChase is one of the world's oldest, largest, and best-known financial institutions—carrying forth the innovative spirit of our heritage firms in global operations across 100 markets. We serve millions of customers and many of the world’s most prominent corporate, institutional, and government clients daily, managing assets and investments, offering business advice and strategies, and providing innovative banking solutions and services.
With a global platform of approximately 4,000 lawyers in 22 cities across the United States, Europe, the Middle East and Asia, Kirkland & Ellis provides elite legal advice and a relentless commitment to client service. Kirkland is a market-leader in each of its core practice areas including private equity, M&A and other complex corporate transactions; investment fund formation and alternative asset management; restructurings; high-stakes commercial and intellectual property litigation; and government, regulatory and internal investigations.
Leading organizations turn to global law firm McDermott Will & Schulte for a better way to address legal challenges, connect with those at the forefront, and drive stronger outcomes. Working across more than 20 offices globally, our 1,750+ lawyers act on data-driven insights, deep relationships, and unmatched industry experience to deliver on our commitment of Always Better.
Mizuho Financial Group, Inc. is one of the largest financial institutions in the world as measured by total assets of ~$2 trillion, according to S&P Global 2024. Mizuho's 65,000 employees worldwide offer comprehensive financial services to clients in 36 countries and 850 offices throughout the Americas, EMEA, and Asia. Mizuho Americas is a leading Corporate and Investment Bank (CIB) that provides a full spectrum of client-driven solutions across strategic advisory, capital markets, corporate banking, and fixed income and equities sales & trading to corporate, government, and institutional clients in the US, Canada, and Latin America. Through its acquisition of Greenhill, Mizuho enhanced its M&A, restructuring, and private capital advisory capabilities across the Americas, Europe, and Asia. Mizuho Americas employs approximately 4,000 professionals. For more information visit
Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit
Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the world’s leading financial groups. Headquartered in Tokyo and with over 360 years of history, MUFG has a global network with approximately 2,400 locations in more than 50 countries. The Group has about 170,000 employees and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. The Group aims to “be the world’s most trusted financial group” through close collaboration among our operating companies and flexibly respond to all of the financial needs of our customers, serving society, and fostering shared and sustainable growth for a better world. MUFG’s shares trade on the Tokyo, Nagoya, and New York stock exchanges.
Natixis Corporate & Investment Banking is a leading global financial institution that provides advisory, investment banking, financing, corporate banking and capital markets services to corporations, financial institutions, financial sponsors and sovereign and supranational organizations worldwide. Our teams of experts in about 30 countries advise clients on their strategic development, helping them to grow and transform their businesses, and maximize their positive impact. Natixis CIB is committed to aligning its financing portfolio with a carbon neutrality path by2050 while helping its clients reduce the environmental impact of their business. As part of the Global Financial Services division of Groupe BPCE, the second largest banking group in France through the Banque Populaire and Caisse d’Epargne retail networks, Natixis CIB benefits from the Group’s financial strength and solid financial ratings (Standard & Poor's: A+, Moody's: A1, Fitch: A+, R&I: A+).
Nomura is an Asia-based financial services group with an integrated global network spanning over 30 countries. By connecting markets East & West, Nomura services the needs of individuals, institutions, corporates and governments through its three business divisions: Retail, Asset Management, and Wholesale (Global Markets and Investment Banking). Founded in 1925, the firm is built on a tradition of disciplined entrepreneurship, serving clients with creative solutions and considered thought leadership. Nomura’s subsidiaries in the US include Nomura Securities International, Inc. (a member of SIPC) and Nomura Corporate Research and Asset Management Inc. For further information about Nomura, visit www.nomura.com.
Orrick is a leading, global law firm dedicated to serving the Finance sector. For over a century, we've acted for global banks, funds and leading financial institutions at the forefront of innovation in the private and public sectors, delivering innovative legal solutions and strategic advice. Our market leading structured finance team advises on the structuring, execution, and sale of CLOs, commercial mortgage-backed, residential mortgage-backed, and a broad range of asset-backed securities and other financings. Our CLO practice is consistently ranked among the top practices in the market, representing arrangers and underwriters, issuers, collateral managers and investors in broadly-syndicated, middle-market and recurring-revenue, and synthetic CLOs. Our team includes and is fully supported by experts in securities law, tax law, investment-management law, bankruptcy and insolvency law, ERISA, derivatives, and EU and UK regulatory matters.
In today’s world of transformative change, our purpose is clear–to help our clients and people navigate new paths to growth. Founded in 1951, Paul Hastings has grown strategically to anticipate and respond to our clients’ needs in markets around the globe. Our innovative approach and unmatched client service has helped guide our journey to becoming one of the world’s leading global law firms in such a short time. We have a strong presence throughout Asia, Europe, Latin America, and the U.S. We offer a complete portfolio of services to support our clients’ complex, often mission-critical needs–from structuring first-of-their-kind transactions to resolving complicated disputes to providing the savvy legal counsel that keeps business moving forward.
PwC's Financial Markets and Real Estate practice is a global team of over 400 financial products specialists operating in over a dozen cities across the U.S. The team specializes anticipating, understanding, and resolving complex problems for companies with exposure to complex financial instruments and real estate. The team provides compliance and tax services to securitization issuers and other stakeholders across all asset classes, including Agency, RMBS, ABS, CLO, and CMBS.
RBC Capital Markets is a premier global investment bank providing expertise in banking, finance and capital markets to corporations, institutional investors, asset managers and governments around the world. We serve clients from 70 offices in 15 countries across North America, the UK, Europe and the Asia-Pacific region.
Our more than 7,400 professionals deliver the experience and insights required to raise capital, access markets, mitigate risk and acquire or dispose of assets for clients worldwide. We are consistently ranked, by third-party sources, among the 10 largest and most significant investment banks globally..
Scotiabank’s vision is to be our clients’ most trusted financial partner and deliver sustainable, profitable growth. Guided by our purpose: "for every future," we help our clients, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. With assets of approximately $1.4 trillion (as at July 31, 2025), Scotiabank is one of the largest banks in North America by assets, and trades on the Toronto Stock Exchange (TSX: BNS) and New York Stock Exchange (NYSE: BNS).
SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 130 offices and 85,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and New York (NYSE: SMFG) stock exchanges. As of December 31, 2020, its total assets were $2.25 trillion.
In the Americas, SMBC Group has a presence in the U.S., Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corporation (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
Societe Generale is one of the largest European financial services groups. Based on a diversified and integrated banking model, the Group combines financial solidity with a strategy of sustainable growth, and aims to be the reference for relationship banking, recognized on its markets, close to clients, chosen for the quality and commitment of its teams.
At the core of Societe Generale’s universal banking business model, the Corporate & Investment Bank is a well-diversified and leading player with nearly 12,000 professionals present in 40 countries across Europe, the Americas and Asia-Pacific. Supporting its clients across various sectors, the Corporate & Investment Bank offers bespoke financial solutions combining innovation, advisory services and high execution quality in four areas of expertise: investment banking, financing, market activities and investor services.
• For Corporates, Financial Institutions, Sovereigns and the Public Sector: providing strategic advice (M&A, debt, capital structure, and asset & liability management), as well as providing capital market access to finance projects and providing hedging solutions especially in foreign exchange and rate.
• For Investors: offering reliable and sound investment opportunities and risk management solutions through its integrated global markets platform delivering seamless access to markets (equity, rates, credit, currencies, commodities and derivatives), as well as advice and solid financial engineering, quality of execution and forward-looking research across asset classes.
S&P Global (NYSE: SPGI) provides Essential Intelligence. We enable governments, businesses and individuals with the right data, expertise and connected technology so that they can make decisions with conviction. From helping our customers assess new investments to guiding them through sustainability and energy transition across supply chains, we unlock new opportunities, solve challenges and Accelerate Progress for the world.
We are widely sought after by many of the world’s leading organizations to provide credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help the world’s leading organizations plan for tomorrow, today.
U.S. Bank Global Corporate Trust is a leading provider of corporate trust services in the United States and Europe. With a network of more than 45 domestic offices and three international locations, we have the resources, expertise and financial strength that few in the industry can match. Our tenured teams provide expert guidance through our full array of services, including CLO trustee services, custodial services, bank loan administration and loan closing, loan agency, and middle office services.
To learn more about how you can leverage the expertise and financial strength of U.S. Bank, visit us at
Wells Fargo’s Outsourced Trading provides comprehensive trading solutions that deliver sophisticated and scalable buy-side trading resources to investment managers ranging from start-ups to mature institutional platforms. We provide our clients capacity and expertise, supporting the entire trading function or supplementing existing capabilities. We offer access to a global network of more than 100 trading partners and liquidity venues to achieve broker agnostic best execution. Averaging more than 20 years’ experience, our team is comprised of dedicated, senior former buy-side traders that can support your entire trading lifecycle. Wells Fargo Outsourced Trading allows clients to focus on driving value for their investors while optimizing their investment in trading and operational infrastructure.
Gold Sponsors
Allvue is headquartered in New York with locations globally throughout North America, Europe and India. Allvue is a recognized leader in cloud-based technology, AI, data, and services solutions for alternative investment managers in the private capital markets. Our integrated suite of software empowers firms of all sizes, including private equity managers, private debt managers, public credit managers, fund administrators, and banks to streamline operations, enhance data accuracy, and drive superior investment decisions. Allvue has made deep investments in AI research and development as part of its commitment to innovation, which will enable clients to optimize workflows, automate processes, and gain deeper analytical insights across the entire investment lifecycle.
Barclays is a transatlantic consumer, corporate and investment bank offering products and services across personal, corporate and investment banking, credit cards and wealth management, with a strong presence in our two home markets of the UK and the US. With over 325 years of history and expertise in banking, Barclays operates in over 40 countries and employs approximately 120,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide. For further information about Barclays Investment Bank, please visit our website
BNY is a global financial services company that helps make money work for the world — managing it, moving it and keeping it safe. For 240 years we have partnered alongside our clients, putting our expertise and platforms to work to help them achieve their ambitions. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. We support governments in funding local projects and work with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more. As of March 31, 2024, we oversee $48.8 trillion in assets under custody and/or administration and $2.0 trillion in assets under management.
BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). We are headquartered in New York City, employ over 50,000 people globally and have been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. Additional information is available on www.bny.com. Follow us on LinkedIn (link) or visit our Newsroom (link) for the latest company news.
Clifford Chance is one of the world's pre-eminent law firms, with significant depth and range of resources. We have 33 offices in 22 countries, spanning five continents. The Clifford Chance CLO team supports all aspects of CLO transactions and the CLO lifecycle through our fully integrated transatlantic CLO and fund financing team which includes specialists in the UK, Europe and the US. We support all aspects of a CLO life cycle, from structuring and execution of CLO warehouse and CLOs, to regulatory, tax and ERISA advice in the key CLO and fund financing jurisdictions, to setting up originator platforms. Our team has in-depth knowledge of the most recent regulatory trends (including on risk retention and transparency) in both Europe, UK and in the US. We have been, and continue to be, at the forefront of innovation, establishing creative and ground-breaking solutions to the most complex of CLO requirements. We have been involved in the development of a wide array of CLO-related and fund financing products, including a number of market firsts such as the first CLOs of revolving loan assts, 3a-7 CLO, CLO warehouse participation structures, US infrastructure debt-backed CLOs, CLO classes in loan form, the first CLO to price in 2019 under the new EU Securitisation Regulation regime, as well as the first European ESG CLO with a comprehensive set of ESG requirements and criteria.
DLA Piper is a global law firm located in more than 30 countries throughout the Americas, Asia Pacific, Europe, Africa and the Middle East, positioning us to help companies with their legal needs anywhere in the world. Members of the DLA Piper CLO team are at the forefront of developing CLOs for the US and European markets. We work closely with arrangers and collateral managers to develop structures and solutions that address a variety of U.S. and European regulatory issues applicable to CLO. DLA Piper lawyers also have substantial experience advising buyers and sellers of CLO platforms.
Hogan Lovells Cadwalader is an international legal practice that includes Hogan Lovells Cadwalader US LLP and Hogan Lovells Cadwalader International LLP. For more information, visit https://www.hlc.com/
Kroll Bond Rating Agency, LLC (KBRA) is a global full-service rating agency with a mission to set a standard of excellence and integrity. Established in 2010, KBRA remains dedicated to the restoration of trust in credit ratings by creating new standards for assessing risk and offering timely and transparent ratings.
At KBRA, we value new ideas and are wary of conventional thinking that stifles innovation. Collaboration across our teams is key to our success. We also strive to provide products and tools put forth by our KBRA Analytics group to assist the market in making more informed decisions.
KPMG is one of the leading professional services firms in the Cayman Islands, The Bahamas, and the British Virgin Islands. We operate as one-firm across our jurisdictions, with over 450 employees and 34 partners representing over 40 nationalities and cultures delivering audit, tax, and advisory services to our clients worldwide. We help our clients assess their options, design effective processes, identify and manage risks and develop appropriate governance models; all based on their individual business requirements. Inspiring confidence in the world around us and delivering the innovative solutions our clients need are at the heart of our business.
Mayer Brown is a distinctively global law firm, uniquely positioned to advise the world's leading companies and financial institutions on their most complex deals and disputes. With more than 100 structured finance lawyers in offices across the Americas, Asia, Europe and the Middle East, we have one of the largest structured finance practices in the world and are market leaders in innovation and insight. Mayer Brown has maintained an active and varied CLO and CDO practice for over twenty years—since our work on the groundbreaking FRENDS transaction (a CLO of highly leveraged bank loans). Our practice covers arbitrage and balance sheet, cash flow and market value, and funded and synthetic CLOs, CBOs and CDOs, with underlying collateral pools ranging from bank loans, high-yield bonds, asset-backed securities, mort¬gage-backed securities, trust preferred, and similar securities, to distressed debt, emerging market debt and project finance debt. We represent sponsors, arrangers, collateral managers, investors, trustees and rating agencies and are frequently engaged as overall transaction counsel. This breadth of experience provides valuable information regarding market custom and practice, including insights as to appropriate compromises among various parties-in-interest. Our broad client base also enables us to leverage the firm’s technical legal capabilities at the vanguard of market developments, including in the context of repackaging transactions, warehousing, and risk retention and related financing (whether under EU regulations or, in the case of middle market or other non-“open market” CLOs, US regulations). Mayer Brown is a distinctively global law firm, uniquely positioned to advise the world's leading companies and financial institutions on their most complex deals and disputes. With more than 100 structured finance lawyers in offices across the Americas, Asia, Europe and the Middle East, we have one of the largest structured finance practices in the world and are market leaders in innovation and insight. Mayer Brown has maintained an active and varied CLO and CDO practice for over twenty years—since our work on the groundbreaking FRENDS transaction (a CLO of highly leveraged bank loans). Our practice covers arbitrage and balance sheet, cash flow and market value, and funded and synthetic CLOs, CBOs and CDOs, with underlying collateral pools ranging from bank loans, high-yield bonds, asset-backed securities, mort¬gage-backed securities, trust preferred, and similar securities, to distressed debt, emerging market debt and project finance debt. We represent sponsors, arrangers, collateral managers, investors, trustees and rating agencies and are frequently engaged as overall transaction counsel. This breadth of experience provides valuable information regarding market custom and practice, including insights as to appropriate compromises among various parties-in-interest. Our broad client base also enables us to leverage the firm’s technical legal capabilities at the vanguard of market developments, including in the context of repackaging transactions, warehousing, and risk retention and related financing (whether under EU regulations or, in the case of middle market or other non-“open market” CLOs, US regulations).
At EY, we share a single focus — to build a better financial services industry, one that is stronger, fairer and more sustainable.
Our strength lies in the proven power of our people and technology, and the possibilities that arise when they converge to reframe the future.
Our professionals are dedicated to the industry, and live and breathe financial services. This deep sector knowledge combined with a holistic point of view, delivers true value from strategy through to implementation. Whether your business challenge is specific, complex, small or large, we can be trusted to deliver solutions that work for today and tomorrow.
By using technology as a tool, to transform what a business can be, and people can do, we are building long-term value for our financial services clients. It is how we play our part in building a better working world.
FIS is a financial technology company providing solutions to financial institutions, businesses and developers. We unlock financial technology that underpins the world’s financial system. Our people are dedicated to advancing the way the world pays, banks and invests, by helping our clients confidently run, grow and protect their businesses. Our expertise comes from decades of experience helping financial institutions and businesses adapt to meet the needs of their customers by harnessing the power that comes when reliability meets innovation in financial technology. Headquartered in Jacksonville, Florida, FIS is a member of the Fortune 500® and the Standard & Poor’s 500® Index. To learn more, visit FISglobal.com. Follow FIS on LinkedIn, Facebook and X (@FISglobal).
GreensLedge is a leading, independent investment banking and advisory firm that provides tailored advice and solutions to a diverse client base including corporations and financial sponsors worldwide. From our offices in New York, Hartford, London, Tokyo and Seoul our team of over 50 professionals serves a wide range of clients looking for advice on and assistance with their most important strategic issues. We provide a full array of investment banking services including securitization, public and private debt and equity financing, fund raising, recapitalization, debt advisory, restructuring, mergers, acquisitions, corporate valuations, and corollary analysis and advisory services. We also offer structured credit asset management services through GreensLedge Asset Management.
Milbank LLP is a leading international law firm providing innovative legal solutions for more than 150 years.
Our clients span the public and private sectors, including governments, state-owned enterprises, sovereign wealth funds, export credit agencies, development banks and multilateral institutions, as well as private companies, lending institutions, private equity firms, hedge funds, institutional investors and financial institutions located around the globe who seek guidance on their most important and complex matters.
We are headquartered in New York and have offices in London, Frankfurt, Munich, Hong Kong, Singapore, São Paulo, Tokyo, Seoul, Los Angeles and Washington, DC.
We are market-leaders across multiple disciplines and practice areas, including Financial Restructuring, Project, Energy & Infrastructure Finance, Transportation and Space, Leveraged Finance, Alternative Investments, Corporate Finance and Securities, Corporate/M&A, Intellectual Property, IT & Outsourcing, Litigation and Arbitration, Tax and Executive Compensation, and Benefits.
Morgan Lewis Structured Transactions Practice is ranked Band 1 in Chambers, Tier 1 by The Legal 500, and Tier 2 by IFLR1000 Financial and Corporate, our lawyers and practice are recognized global leaders in the structured finance industry, domestically and internationally, working across offices in the United States, London, Asia, and the Middle East, as a united team. Morgan Lewis lawyers in our Structured Transactions Practice have been key players in the structured markets and have been since their inception. Our clients, both issuers and underwriters, are among the most highly respected global financial services institutions. We understand the evolution of structures because we were involved in many of the industry’s key firsts. We design and execute continuous offering programs. Our practice is on top of the quickly changing regulatory landscape. Our lawyers wrote the books that structured finance lawyers rely on: Offerings of Asset-Backed Securities, The Federal Securities Law of Asset-Backed Securities and 101 Questions I Wish I Asked (About Securitization). Morgan Lewis offers partner-led teams equipped with years of experience and an acute understanding of your business objectives and how to accomplish these in the most cost-effective manner. In addition to a robust, dedicated structured transactions practice and resources, we offer and utilize key practice area expertise to support transactions, including tax, ERISA, broker-dealer, real estate, and investment company practice lawyers.
For over 75 years UMB has been a nationally recognized and ranked provider of bond trustee and agency services. Whether your needs are traditional or highly complex, the UMB corporate trust and agency teams can smooth processing and administration. We’re with you every step of the way. Learn more about our nationally ranked services for bond issuers and specialized offerings around asset-backed securities, distressed debt, loan agency, collateralized loan obligation and more.
Octaura is a provider of electronic trading, data, and analytics solutions for syndicated loans and CLOs. Founded as an independent company in 2022, Octaura represents a significant milestone in the advancement of trade modernization for these markets through common operational criteria, automation across pre- and post-trade life cycles, improved ease in transactions and advanced data and analytics. To learn more, visit octaura.com.
Founded in 2013, Octus, formerly Reorg, is the essential credit intelligence and data provider for the world’s leading buy-side firms, investment banks, law firms, and advisory firms. By surrounding unparalleled human expertise with proven technology, data, and AI tools, Octus unlocks powerful truths that fuel decisive action across financial markets. Visit octus.com to learn how we deliver rigorously verified intelligence at speed and create a complete picture for professionals across the entire credit lifecycle. Follow Octus on LinkedIn and X.
The world’s leading financial institutions and structured credit market participants choose Proskauer to represent them when it matters most. With 800+ lawyers in key financial centers worldwide, we are recognized for our pragmatic and commercial approach to complex structured finance matters. Our Structured Credit Group advises asset managers, investment banks, private credit platforms, alternative lenders, private equity sponsors and institutional investors on CLOs, CFOs, structured asset-backed facilities, and securitization-based fund finance. Operating across the U.S. and European markets, we collaborate seamlessly with our Private Credit, Private Capital & Fund Formation and Fund Finance teams to deliver integrated solutions throughout the lifecycle of structured credit transactions.
Wilmington Trust is a leading provider of services to the loan market including independent loan agency services in the U.S. and Europe and a full range of CLO & Loan Administration services in the U.S. Our global loan agency platform—experienced staff, operational processes and controls, and technology—make us the agent of choice for numerous banks, funds, debt advisors and lawyers in the loan market. We act as administrative and collateral agent on new originations and successor appointments. Our non-lender role in transactions enables us to act as a neutral, impartial agent. We have been a part of some of largest and most complex restructurings in the U.S. and Europe. Delivering a new approach to CLO Trustee and Collateral Administration services by leveraging the power of technology, Wilmington Trust employs automation to enhance the accuracy and delivery of critical reporting and data to our clients. • Automated Loan Notice Processing & Tagging • Comprehensive Real-Time Cash Reconciliation & Wire Matching • Dynamic Global Loan Data Validation For more insight on how we’ve successfully helped clients contact one of our experienced professionals or visit us at wilmingtontrust.com Administrative and Collateral Agent, CLO Trustee, Collateral Administrator, Custody and Loan Administration
Silver Sponsors
With over 1,100 lawyers from more than 50 countries, Cleary Gottlieb works across practices, industries, jurisdictions, and continents to provide clients with simple, actionable approaches to their most complex legal and business challenges. Clients know Cleary for our signature approach to serving their needs with a wide range of integrated capabilities in antitrust, bank regulatory, capital markets, corporate governance, enforcement, litigation, M&A, tax, and more.
Our lawyer teams bring a sharp focus on the issues that matter most and a commitment to both addressing our clients’ immediate needs and advancing their longer-term strategic goals. We support every client relationship with intellectual agility, commercial acumen, and a human touch. We have a proven track record for serving with innovation. We are fluent in the many languages of local and global business. And we have achieved consistent success in multiple jurisdictions. Global corporations, financial institutions, sovereign governments, local businesses, and individuals come to us for consistently practical and forward-looking advice.
Lamina, a West Monroe company, is redefining how financial institutions manage syndication and participation loans. Backed by more than 20 years of industry expertise, Lamina simplifies the inherent complexity of multi-lender transactions by streamlining workflows, automating data exchange, and enabling seamless collaboration. Our platform unifies the entire loan lifecycle—from origination through long-term servicing—into a single, centralized system.
In Origination, Lamina integrates with CRM and LOS systems through APIs to deliver intelligent automation that reduces manual effort, improves accuracy, and ensures consistency across deals. The result: faster closings and greater operational efficiency.
In Servicing, Lamina introduces AI-driven notice management, a powerful capability that automates the ingestion, storage, processing, and tracking of servicing notices. This ensures critical communications are never missed, accounting updates stay on schedule, and loan operations teams can focus on higher-value activities rather than manual administration.
With Lamina, financial institutions gain an end-to-end solution that enhances accountability, strengthens partner collaboration, and unlocks new levels of productivity. More than a platform, Lamina is a smarter, more connected way to manage participation loans—combining deep domain expertise with advanced technology to help lenders drive efficiency, reduce risk, and elevate the experience for borrowers, partners, and internal teams.
Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. With an inclusive culture and innovative mindset, we deliver smarter, more creative legal services that drive better outcomes for our clients. Our deep industry knowledge, long-standing relationships and collaborative structure make us the go-to partner for complex disputes, transactions and regulatory matters. Our team of 3,000 people (including more than 1,600 lawyers) operate across more than 30 offices in the United States, Europe, the Middle East and Asia to drive progress for our clients, for ourselves and for our communities.
Santander US Capital Markets LLC (SanCap) is the institutional broker-dealer of Santander in the United States operating under Santander Corporate & Investment Banking (Santander CIB), a Santander global division that supports corporate and institutional clients. SanCap was created by successfully combining the experienced teams of Santander Investment Securities Inc. and Amherst Pierpont Securities LLC in early 2023. The firm brings significant experience in Fixed Income, Structured Products and Equities, supported by the strength of a large international bank. We believe the breadth of our underwriting, sales and trading and distribution capabilities, alongside strategy insights, provides an unmatched ability to meet the needs of our clients. SanCap is focused on providing solutions to our clients in areas such as Credit, Rates, Structured Products, Securities Financing, Debt & Equity Capital Markets, Exchange Traded Derivatives, and Cash Equities. We serve a wide array of institutional clients including Asset Managers, Hedge Funds, Banks and Brokerages, Pension Funds, Insurance Companies, and Corporations. SanCap is a self-clearing member of the Fixed Income Clearing Corporation and a member of FINRA and SIPC. It continues to hold the Primary Dealer designation, which was received from the Federal Reserve Bank of New York in 2019.
Siepe is a leading provider of innovative and financial data and technology solutions for complex decision-making and workflow management. Through its intuitive managed platform, firms are able to integrate institutional best practices across technology, services and operational processes. Siepe’s cloud-based solutions suite offers flexible front, middle and back-office components that can stand alone or integrate with other systems. Siepe’s seasoned experts ensure agile and seamless end-to-end implementation and offer continuous support and guidance. Siepe has demonstrated success across the investment management industry, assisting emerging managers to more complex, mature hedge funds in reducing operational risks, enhancing workflow processes, and driving competitive advantages. For more information, visit
SS&C is a global provider of services and software to more than 20,000 companies in the financial services and healthcare industries. Fund services and technology are a core pillar of the organization. SS&C Family Office Services offers a comprehensive solution for operations, accounting, analytics and reporting solution for single- and multi-family offices supported by an expert team with extensive industry experience. SS&C helps to reduce costs and risks while freeing up staff to focus on higher-value activities: harvesting alpha, family office management, quality reporting, deeper analysis/planning, and stronger engagement with the family. Our solutions offer scalability, efficiency, and a robust infrastructure to meet the unique needs of family offices of all sizes, structures, and investment strategies.
Thomson Reuters is a technology and AI company empowering professionals with trusted content, advanced analytics, and intelligent workflow solutions. We serve legal, tax and accounting, risk, fraud, compliance, trade, and government professionals with professional-grade generative AI and data solutions backed by enterprise security and deep domain expertise. Our portfolio includes CoCounsel, Westlaw, Practical Law, and Noetica. Noetica delivers AI-powered intelligence and workflow solutions for financial and legal professionals, helping organizations analyze complex documents, extract critical insights, and make faster, more informed decisions. Together, our solutions combine cutting-edge AI with authoritative content and industry expertise to help professionals work more efficiently and act with confidence.
Trepp is a leading provider of information, analytics, and services to the Structured Finance, CRE, and Banking markets. Our expanded data sets and market-moving insights provide clients with a more complete picture delivering unmatched intelligence.
With over 11,000 colleagues in more than 125 offices across 87 jurisdictions, all working to the same high standards of service and security, we provide our clients with local expertise where it is needed most. Our locations cover 92% of world GDP and 95% of FDI inflow.
We are a key part of our clients’ governance, providing the accounting, tax, payroll, fund administration, and legal entity management services essential to their success. We make sure rules are followed, reputations protected and operational compliance maintained.
Western Alliance Trust Company, N.A., a wholly owned subsidiary of Western Alliance Bancorporation, is a premier provider delivering corporate trust services in the CLO and levered loan markets to help customers achieve their asset management strategies. With decades of experience in syndicated loans and credit markets at leading trust banks, we have the expertise to move quickly and respond to your requirements for your transactions. Clients benefit from the team’s deep expertise in CLO trustee and administration, levered loan facility administration, loan administration and securities custody. Our state-of-the-art, proprietary digital platform — built from the ground up to be the best in the industry — is a key differentiator. It’s all part of our dynamic culture and the deep industry knowledge we offer to help you prosper. Products and services offered by Western Alliance Trust Company are NOT FDIC insured, NOT bank guaranteed and MAY lose value.
https://www.westernalliancetrust.com/
Western Alliance Corporate Finance, a national banking group within Western Alliance Bank, Member FDIC, delivers customized financing solutions and funding structures tailored to corporate clients. With experience spanning a wealth of industry verticals, the relationship banking team provides clients with outstanding, responsive service. Corporate Finance is part of Western Alliance Bancorporation, which has more than $70 billion in assets. Major accolades include being ranked as a top U.S. bank in 2023 by American Banker and Bank Director. With significant national capabilities, the Corporate Finance group delivers the reach, resources and deep industry knowledge that make a difference for customers.
Bronze Sponsors
Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration.
The Cayman Islands Stock Exchange ("CSX") has earned its position as a leading, globally focused specialist exchange for sophisticated debt products and collateralized loan obligations (CLOs).
As a technical exchange, the CSX offers specific listing rules tailored to the needs and characteristics of the CLO market. CSX is a "Recognized Stock Exchange" by UK HM Revenue & Customs (designated as such under section 1005 Income Tax Act 2007 (UK) making debt securities eligible for the Quoted Eurobond Exemption).
In comparison to other major exchanges, CSX requirements to list are less onerous than other exchanges. It is also worth noting that the listing document will not be published on CSX's website and that the CSX’s listing fees are around 30% less than competitors.
Our recent listings have included the following types of financial assets: (i) auto loans; (ii) residential mortgage loans; (iii) commercial mortgage loans; (iv) credit cards and other unsecured consumer loans; and (v) synthetic securitizations. The CSX has successfully listed bonds issued by securitization vehicles for issuers incorporated under the laws of Cayman, Delaware, Ireland, Luxembourg and England and Wales.
The CSX provides a platform for the listing and trading of shares, specialist debt securities (including CLOs) and other instruments issued by trading companies, green bonds, investment funds and other investment vehicles. Based in George Town, Grand Cayman, the CSX began trading in 1996 and since its inception it has approved securities for admission for a total market capitalisation of over US$800 billion.
The Procedure for listing
The application process is carried out in two main stages. The first stage is the initial submission of documents in draft and the second stage is the submission of final, signed documents.
Timing
As for timing, we would generally advise that an issuer may be listed within one to two weeks of the listing document being initially submitted to the CSX, although much shorter timeframes may also be accommodated.
With an Agency & Trust team ranked Band 2 by Chambers USA (2025), Dentons is one of a small, select group of law firms with a team dedicated solely to representing agency and trust service providers. The Dentons global Agency and Trust practice has multiple decades of experience, and is able to harness specific agency and trust expertise from our offices in the US, UK, Europe, the Middle East, Australia and Singapore. We also benefit from the unrivaled Dentons global platform to draw from other offices as transactions or matters require. We regularly advise clients on a wide range of capital market products in relation to new issues, post-issue trust administration enforcement and litigation. Our team in New York advises trustees, administrators, collateral agents and custodians in a wide range of securitization, structured finance, esoteric financings and high-yield transactions. In London, we advise trustees, custodians, cash managers, agents and account banks on new capital market issues and on restructurings, consent requests and defaults. Given our extensive presence in the Middle East, we also advise numerous trustees as ‘delegates’ on Sukuk issues. We represent all of the major agency and trust services providers in their capacities as trustees, security agents, securities administrators, cash management, collateral administrators, collateral agents, calculation agents, escrow agents, exchange agents, administrative agents and facility agents in the following types of transactions: aircraft receivable securitizations, automobile receivable securitizations, collateralized loan obligations, commercial mortgage backed securities, corporate debt (public and private; secured and unsecured), credit-linked notes and synthetic risk transfer securities; esoteric financing (including data center, fiber and insurance policy premiums), music and television royalty securitizations, project finance, residential mortgage backed securities, warehouse financings, and whole business securitizations.
Haynes Boone is among the fastest-growing Am Law 100 firms, providing full-service, Chambers-ranked counsel across sectors, including corporate, energy, financial services, real estate, restructuring, litigation, intellectual property and specialty transactions. Companies at all stages rely on Haynes Boone, whether they’re in the Fortune 500 and/or S&P 500, well-funded, exchange-listed, privately held or in emerging-growth mode. More than 700 lawyers practice across 19 global offices in California, Colorado, Illinois, New York, North Carolina, Texas, Virginia, Washington, D.C., London, Mexico City and Shanghai.
Intex is the leading one-stop provider of cashflow models and analytics for the global structured finance industry. Intex has accurately modeled and maintains over 30,000 RMBS, ABS, CMBS and CLO deals issued in the US, Europe, China, Australia, Japan and elsewhere, representing close to 100% coverage across all these asset sectors and regions. Intex is relied upon by many hundreds of arrangers, investors, issuers and other major market participants who see an advantage in the completeness, accuracy and timeliness of Intex's models and updates in support of trading, portfolio management and risk management applications. Intex's applications include INTEXcalc for single-security and portfolio analysis and cashflow stress-testing, the INTEX Subroutine API for system builders, and INTEX DealMaker for structuring new deals. Intex is an independent, objective and privately-held company with offices in Massachusetts, London and Shanghai. Visit our website at
Linklaters is one of the world’s leading law firms. We are a high-performing, diverse team of exceptional, talented and highly motivated individuals who handle the biggest and most transformational mandates for the world’s leading corporates, banks and financial sponsors.
The Maples Group is a leading service provider offering clients a comprehensive range of legal services on the laws of the British Virgin Islands, the Cayman Islands, Ireland, Jersey and Luxembourg and is an independent provider of fiduciary, fund services, regulatory and compliance, and entity formation and management services. The Maples Group distinguishes itself with a client-focused approach, providing solutions tailored to their specific needs. Its global network of lawyers and industry professionals are strategically located in the Americas, Europe, Asia and the Middle East to ensure that clients gain immediate access to expert advice and bespoke support, within convenient time zones. For more information, please visit
Sustainable Fitch provides insights, tools and data that have been designed and built entirely and exclusively to help bring clarity to the ESG financial community. Our focus is, and will always be, on providing transparent, objective and substantive data that enables confidence in decision-making.
To best serve our clients and partners, Fitch realized that it would be necessary to build an entirely new product suite of objective ESG data and analysis, focusing on consistency, comparability, coverage and granularity. Leaning on our expertise in best-in-class analytics and research, and reputation for transparency and integrity, our team of leading ESG experts came together to bring the financial community a robust and comprehensive ESG data and analysis solution.
Powered by the human insight that has differentiated Fitch for over 100 years, Sustainable Fitch brings experience and heritage to help the financial community make smarter decisions, using the best ESG information available.
Exhibitor Sponsors
Driven by a deep understanding of what it takes to succeed in alternatives, Alter Domus is able to meet and anticipate the ever-changing needs of investment managers and asset owners worldwide; mitigating risks, reducing costs, creating efficiencies, and ultimately driving growth. Our fund, corporate and asset experts know first-hand the operational challenges customers face and how to overcome them. And when it comes to technology, whether we’re enabling operational efficiencies or using data and analytics to enhance decision-making, we turn what some see as facts, figures, or data points into competitive advantage for some of the biggest names in alternatives.
Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences.
Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries.
For more information about us, please visit
Created in 2020, Dealscribe is a company dedicated to saving its users' time. It grew from a realization that financial market participants were spending far too much of their time searching through documents to find the exact terms of each deal. Even the most expert individuals struggle to keep track of documentation differences across their portfolio of deals. The industry as a whole remains inefficient because the same document-trawling process is duplicated across dozens of different firms. To solve this problem, we have brought together a team of smart individuals from a variety of backgrounds. Guided by machine learning, they turn complex legal agreements into standardized data points and give our users the tools to find the information they need quickly. The result is a technology platform with a human heart. 20% of the work comes from the technology, 80% of value from human analysis. Dealscribe is based in London and New York and has the backing of a group of individuals with senior roles in the CLO industry. Its founder, Mike Peterson, has a track record of building successful data and information services that respond to the real needs of the market.
Navigating capital markets with confidence. Ocorian is a trusted partner and proactive provider of SPV administration, corporate trust, and agency services, guiding clients through the entire lifecycle of capital markets transactions. We cover a broad range of sectors including transportation, infrastructure, private credit & direct lending, insurance, and securitisation.
Seward & Kissel, founded in 1890, is a leading U.S. law firm with an international reputation for excellence. We have offices in New York City and Washington, D.C. Our practice primarily focuses on corporate and litigation work for clients seeking legal expertise in the financial services, corporate finance and capital markets areas. The Firm is particularly well known for its representation of major commercial banks, investment banking firms, investment advisers and related investment funds (including mutual, hedge and private equity funds), broker-dealers, institutional investors and transportation companies (particularly in the shipping area). The Firm’s attorneys are very experienced and highly regarded in their respective practice areas. Many have been with the Firm for most, if not all, of their legal careers. Our focus and expertise, combined with the Firm’s stability, have enabled us to create a work culture that is dedicated to professional excellence and sound judgment, and that is committed to providing our clients with effective, high quality, hands-on legal service.
SOLVE is the leading market data platform provider for fixed-income securities, trusted by sophisticated buy-side and sell-side firms worldwide. Founded in 2011, SOLVE leverages its AI-driven technology and deep industry expertise to offer unparalleled transparency into markets, reduce risk, and save hundreds of hours across front-office workflows. With the largest real-time datasets for Securitized Products, Municipal Bonds, Corporate Bonds, Syndicated Bank Loans, Convertible Bonds, CDS, and Private Credit, SOLVE empowers clients to transform the way they bring new securities to market, trade on secondary markets, and value highly illiquid securities. Headquartered in Connecticut, with offices across the globe, SOLVE is the definitive source for market pricing in fixed-income markets. For more information, visit
General Sponsors
CIBC (CM: NYSE, TSX) is a leading North American-based global financial institution with a market capitalization of $92 billion and a Basel III Common Equity Tier 1 capital ratio of 13.4%. Across Personal and Business Banking, Commercial Banking and Wealth Management, and Capital Markets businesses, our 50,000 employees serve 14 million clients globally. CIBC Capital Markets provides best-in-class insight, advice, and execution across corporate banking, global markets, investment banking, and research to institutional, corporate and public sector clients. Our trusted expertise and capabilities across asset classes, regions, and products provide tailored solutions to our clients, built upon focused ESG principles, and a foundation of innovative thinking and leading technology.
Golub Capital is a nationally recognized credit asset manager with over $18 billion of capital under management. For over 20 years, the firm has provided credit to help medium-sized U.S. businesses grow. The firm’s award-winning middle market lending business helps provide financing for middle market companies and their private equity sponsors. Golub Capital’s credit expertise also forms the foundation of its Late State Lending and Broadly Syndicated Loan businesses. Golub Capital has worked hard to build a reputation as a fast, reliable provider of compelling financing solutions, and we believe this has inspired repeat clients and investors. Today, the firm has over 300 employees with lending offices in Chicago, New York and San Francisco. For more information, please visit
Sidley is an elite global law firm powered by lawyers who practice at the highest level of the profession. Backed by 157 years of trailblazing heritage, we deliver superior service to a high-caliber group of market leaders worldwide, while placing a premium on collaboration and diversity. Our firm boasts a roster of more than 2,300 lawyers who wield deep experience in litigation, transactional, and regulatory matters spanning over 50 legal disciplines and industries. With 21 offices situated in major commercial and financial capitals around the world, our lawyers possess the cultural awareness and legal acumen needed to advise clients in today’s global economy.
Versana is an industry-backed digital data and technology company on a mission to transform the syndicated loan and private credit markets. By digitally capturing agent banks’ data on a real-time basis, Versana provides unprecedented transparency into corporate loan level details and portfolio positions, bringing efficiency and velocity to the entire asset class. Through our centralized platform, participants can rest assured they are accessing the loan market’s most credible source of deal information. With the support of our investors, Versana is fast becoming the technology of choice to usher in the long-awaited modernization of the syndicated loan market. For more information, visit
Our responsive service, clear commercial advice and jurisdictionally focussed solutions help make deals happen and businesses thrive across all major financial markets.
Lanyard Sponsor
Seward & Kissel, founded in 1890, is a leading U.S. law firm with an international reputation for excellence. We have offices in New York City and Washington, D.C. Our practice primarily focuses on corporate and litigation work for clients seeking legal expertise in the financial services, corporate finance and capital markets areas. The Firm is particularly well known for its representation of major commercial banks, investment banking firms, investment advisers and related investment funds (including mutual, hedge and private equity funds), broker-dealers, institutional investors and transportation companies (particularly in the shipping area). The Firm’s attorneys are very experienced and highly regarded in their respective practice areas. Many have been with the Firm for most, if not all, of their legal careers. Our focus and expertise, combined with the Firm’s stability, have enabled us to create a work culture that is dedicated to professional excellence and sound judgment, and that is committed to providing our clients with effective, high quality, hands-on legal service.
Wifi Sponsor
Nearwater Capital is a specialty finance company that is focused on one thing; providing financing to Sponsors for Risk Retention interests. Nearwater has a unique understanding of both the Dodd-Frank Sponsor requirements and structured asset finance.
Media Partners
We explore how AI and Exponential Technologies bring opportunities for people and organizations to increase their wealth and health. Our audience is anyone interested in improving in their career, their business, their investments, living a healthier and more fulfilling life, or simply understanding how Exponential Technologies are changing the world.
AI Tools Network is an online resource that helps people find the best artificial intelligence tools for their needs. It offers a directory of AI tools in various categories, such as sales, marketing, education, HR and finance. They also provide educational content about AI, such as blog posts and upcoming events.
AltsWire is the definitive news source for the illiquid and semi-liquid alternative investment industry. Founded in 2013 as The DI Wire, AltsWire rebranded in early 2025 to better reflect the scope, diversity, and maturity of the alternative investment landscape we cover. Today, AltsWire delivers timely news, in-depth analysis, and industry insights to our dedicated audience of wealth advisers, registered investment advisers (RIAs), investment sponsors, and broker-dealers who serve millions of American retail investors. Our coverage spans all aspects of illiquid and semi-liquid alternative investments, including real estate investment trusts (REITs), business development companies (BDCs), interval and closed-end funds, Delaware statutory trusts (DSTs) used in 1031 exchanges, Regulation A+ offerings, qualified opportunity zone (OZ) funds, and the full range of private placement vehicles. Since inception, AltsWire has grown into the most trusted media platform exclusively focused on illiquid and semi-liquid alternative investments. We remain committed to unbiased reporting, thoughtful editorial perspectives, and empowering our readers with the information they need to thrive in this dynamic, specialized sector.
Green Street powers confident investment decisions. For over 40 years, Green Street has been the trusted source of data, analytics, research and news in commercial real estate, infrastructure and energy markets. Our SaaS platform and Advisory services empower clients to act decisively in dynamic markets.
Banking CIO Outlook Magazine covers the latest technology updates in the banking sector challenges to face in the banking IT community, including payments, security, channels, and banking compliance. Determined to offer a myriad of additional services that can improve businesses, Banking CIO Outlook magazine stands out with its learn-from-peers approach, offering professionals the most comprehensive collection of technology trends.
Bitnxt is a crypto newsroom built for speed. We break news on Bitcoin, Ethereum, Solana, XRP, DeFi, altcoins, regulation, exchanges and scams in minutes, not hours.
Beyond the headlines, we publish original founder interviews, market analysis, and rankings of the influencers and experts shaping crypto. Our live desk tracks trending coins, top movers, new listings, presales and airdrops as they happen.
We also cover conferences, summits and hackathons worldwide through our global events calendar, where organisers can list for free. Our research desk maintains vetted guides to wallets, exchanges, cards, tax tools, staking, trading bots and more.
Block24Seven is a media publication covering the latest news, market insights, and industry trends across blockchain, DeFi, NFTs, and Web3 innovation.
BrandPR is a marketing PR agency specializing in the crypto space. It is dedicated to amplifying brands in this dynamic sector through strategic communication and branding. It offers tailored public relations solutions that drive engagement, build trust, and elevate brand reputation in digital media. With expertise in media relations, social strategy, content creation, and event partnerships, BrandPR crafts impactful narratives that resonate with crypto audiences, positioning clients for visibility and credibility in this competitive market.
The world of enterprise technology is soaring high. Every minute, new technological innovations are cropping up in different corners of the world. Every technologist out there wants to stay abreast of all the latest trends in enterprise technology and innovation. CIOInsights works to bring to all the tech enthusiasts the latest information from the world of innovative enterprise solutions. This new world belongs to tech start-ups. We amalgamate all aspects of technology to give an unparalleled digital experience to our ambitious entrepreneurs striving to reach the top. We at CIOInsights magazine give our readers every thorough detail from every arena in technology.
CoinCarp is a global crypto data aggregator providing coin prices, exchange rankings, wallet info, airdrop alerts, and blockchain explorer tools in one place.
CoinCheckup is a crypto research platform offering detailed coin analysis, price data, predictions, and investment insights for informed decision-making.
CoinCodex tracks 30,000+ cryptocurrencies with real-time prices, charts, and news. CoinCodex offers advanced portfolio tracking, alerts, and market overviews.
At Coinfea, we are passionate about exploring the exciting possibilities of the digital world and staying ahead of the curve when it comes to technological advancements and their impact on our lives.
Our team of expert writers and analysts is dedicated to providing our readers with insightful analysis and in-depth coverage of the most pressing topics in the crypto and blockchain space. Whether you are a seasoned investor or simply curious about the world of digital assets, our platform is the perfect place to keep up with the latest news, trends, and developments in this rapidly-evolving field.
At Coinfea, we believe that technology has the power to transform society for the better, and we are committed to promoting the responsible use and adoption of emerging technologies such as blockchain and web3. We are also passionate about educating our readers and helping them to make informed decisions about their investments and participation in the digital economy.
In addition to our news coverage, we also offer a range of educational resources, including in-depth guides, tutorials, and explainers, to help our readers deepen their understanding of the complex world of crypto and blockchain.
Whether you are an enthusiast, a professional, or simply curious about the digital world, we invite you to join our community of readers and explore the exciting possibilities of the future. Thank you for choosing Coinfea as your trusted source for reliable, insightful, and in-depth coverage of the digital world.
CryptoNewsZ is a trusted global source for accurate and up-to-date news and insights on cryptocurrency, blockchain, and the web3 ecosystem. CryptoNewsZ aims to become a leading platform for millions of crypto enthusiasts worldwide, offering extensive coverage of the rapidly developing digital economy. The site serves as a resource for seasoned traders, blockchain enthusiasts, and beginners exploring the world of digital assets, empowering them with reliable knowledge and actionable insights.
Founded in 2018, Cryptopolitan has grown from a popular blog into a trusted source of news and analysis for millions of readers worldwide. Over the years, we have expanded our coverage to include a wide range of topics, from market trends and technological innovations to regulatory changes and industry events.
Our team includes seasoned journalists, industry experts, and passionate crypto enthusiasts who are committed to delivering high-quality news.
Cryptopolitan is continuously expanding its network and offerings to reach a global audience across the cryptocurrency, AI, gaming, blockchain and web3 markets.
We believe in the power of collaboration to unlock human potential and growth. We make collaboration better with growth-minded people and cutting-edge technology. Events are where people connect and everything can happen: learning, partnerships and growth. We are building tools for event organizers to seamlessly collaborate with speakers, partners, and sponsors. United we are stronger Join us!
DroomDroom dedicates thousands of hours of research into cutting-edge technology innovations to deliver you free, world-class, and accurate content.
Executive Global magazine takes readers on a highly informative, and insightful tour of the developments shaping our global economy, in addition to the impact these developments may have on executives worldwide, and the subsequent strategies that may be adopted in their wake. Guided by expert opinion, and supported by leaders in their field, the magazine provides a unique platform that aids in the effective management of business, people, and revenue, whilst presenting an objective view on geopolitical affairs, the global financial, and capital markets
Financial Service Review is a leading technology magazine that reaches out to over 56,000 print subscribers and over 85,000 digital subscribers. It provides a comprehensive platform for senior-level industry experts, buyers, and decision-makers to share their insights following a unique learn-by-peers approach.
Finonity is an international financial and technology media platform publishing daily in 11 languages across Europe, Asia, the Middle East and the Americas, covering structured finance, capital markets, fintech, digital assets and AI.
GlobalRisk Community is a thriving community of risk managers and associated service providers. Our purpose is to foster business, networking and educational explorations among members. Our goal is to be the world's premier Risk forum and contribute to a better understanding of the complex world of risk.
Gogetgpt is the premier source for AI Tools, knowledge, and resources designed to harness the full potential of artificial intelligence for both personal and business solutions. With an expansive collection of over 6,000 AI tools, training materials, and invaluable insights, we are your all-in-one hub for everything AI.
Green Street powers confident investment decisions. For over 40 years, Green Street has been the trusted source of data, analytics, research and news in commercial real estate, infrastructure and energy markets. Our SaaS platform and Advisory services empower clients to act decisively in dynamic markets.
SmartMoneyMatch connects the global investment community For alignment of interest in the investment field, SmartMoneyMatch.com offers two main functionalities: 1. Investments can be classified (as are products on eBay), and you can specify your supply or demand and give other users the opportunity to search for investments according to given relevant criteria for the investment process. Additionally, you can make a request for proposal (RFP) within the given criteria, and potential suppliers can state which kind of RFP they are willing to respond. 2. Users can mutually connect with one another on the platform. This functionality is similar to that of LinkedIn, focusing on criteria relevant to the investment industry. (At registration, you can choose who will be able to see your information.) Contact: Martin.Signer@SmartMoneyMatch.com Phone: +41433331038