June 17, 2026
Union League Club of Chicago, Chicago, IL
Insights at the Center of the Credit Market
CLO Midwest is an inaugural industry gathering bringing together leading professionals across the collateralized loan obligation market. Taking place in Chicago, this one-day event will deliver timely market updates and practical insights focused on the evolving CLO landscape.
The program will feature expert perspectives on CLO operations, technology advancements, and trends shaping middle market and private credit CLOs. Attendees can expect in-depth discussions on current market dynamics, operational efficiencies, and emerging opportunities impacting managers, investors, and service providers.
Set in the historic Union League Club, CLO Midwest offers a focused environment for knowledge-sharing, peer engagement, and meaningful networking with senior decision-makers across the CLO ecosystem.
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registration pricing
Investor
Complimentary*
Manager / Issuer / Platform Lender
Standard Rate
$995
Standard
Standard Rate
$1,995
*1st 100 issuers/investors to register will receive complimentary registration. Subject to Opal Group’s verification and approval.
Venue Information
Union League Club of Chicago
65 W Jackson Blvd, Chicago, IL
Hotel Accommodations
The official room block for this event is currently sold out. Attendees may wish to explore the nearby hotel options below, conveniently located near the Union League Club of Chicago venue.
For sponsorship, exhibition & speaking opportunities
212-532-9898
info@opalgroup.net
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.
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.
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
For twenty-two years, CICS, LLC has provided independent directors, managers, and trustees for a range of special purpose vehicles, including acting as manager of the co-issuer for CLOs, directors for bankruptcy-remote entities, and managing trustee for liquidating trusts. Melissa Stark is the founder and managing member of CICS, with over 35 years of experience in the finance industry, covering areas such as bankruptcy restructurings, leveraged buyouts, high yield bond research, and financial advisory. She holds an MBA in Finance from New York University’s Stern School of Business and a BS in Biology from the University of Michigan. Jacqueline Stark joined CICS, LLC in 2023 as an associate; she holds a BS in Environmental Science from the University of Washington and is working toward an MBA. Both Melissa and Jacqueline will attend the conference. For more information, visit
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.
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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.
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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
KANERAI is a leading provider of highly scalable structured finance investment analytics and enterprise data solutions for the financial services industry, best known for our award-winning CLO analytics platform, Insight® for CLOs.
We pride ourselves on the fact that our products provide our clients with what matters, anytime, and anywhere for entire classes of structured finance securities. Our seamless web-based platform grants professionals instant access to precise metrics, while our customized software solutions process, integrate, and analyze vast amounts of data, providing clarity and insight to our clients. KANERAI provides both web-based and custom large-scale enterprise solutions to industry-leading buy-side and sell-side market participants.
By offering analytics, software solutions, and custom services that address structured credit professionals’ needs in a complete and holistic manner, we enable our clients to focus on what matters most — informed asset allocation, security selection, and risk management.
The result?
A dramatic shift from brute force to creative intelligence. We provide a systematic way to approach the markets and empower our clients to make the most informed investment decisions.
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
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