CLO Summit 2019 | Opal Group | 8 December 2019 | Monarch Beach Resort, One Monarch Beach Resort, Dana Point, CA 92629, USA

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.

2019 Speakers

Lynda Lazzari
Managing Director, Deloitte & Touche LLP

Paul Burke
Managing Director, Head of Agency & Trust Sales ‐ North America, Citibank

Gwen Collins
Managing Partner, Alpha Generation Partners, LLC

Dagmara Michalczuk
Principal and Portfolio Manager, Tetragon Credit Partners

James Feeley
Co‐Head, Investcorp Credit Management US

Steven Park
Principal, Alexandria Capital, LLC

John Borse
CEO, Sky Road LLC

John Trentos
Managing Director, ALLVUE

Jon Hodges
CEO, Alphakinetic, a Virtus Partners Company

Will McLoughlin
Executive Director Private Capital Markets, IHS Markit

Luis Amador
COO, Trepp LLC

Steve Hasnain
Managing Director, PineBridge Investments

Mak Pitke
Director, Credit Suisse

Daniel Hartnett
Partner, Arnold & Porter

Richard Gordon
Director, Estera Trust (Cayman) Ltd.

Sagar J. Patel
Associate, Seward & Kissel LLP

Scott D'Orsi
Managing Director, Head of Liquid Loan Strategies, First Eagle Investment Management

Matt Maxwell
Portfolio Manager, Blackrock

Chris Padgett
Senior Vice President , Moody's Investors Service

Michael Paladino
Managing Director, Fitch Ratings

Michael Quick
Senior Manager, Deloitte

Kevin Kendra
Managing Director, Fitch Ratings

Yu Sun
Vice President Senior Credit Officer, Moody’s Investors Service

Belinda Ghetti
Sector Lead, Global Structured Credit, S&P Global Ratings

Jim Stehli
Managing Director, Head of CLOs, Mizuho Securities USA Inc.

David Frey
Managing Director and Portfolio Manager, HPS Investment Partners

Cyrus Moshiri
Vice President, Goldman Sachs

Prabu Soundararajan
Executive Director – CLO Structurer, Natixis

Peter Sallerson
Senior Director, Content Solutions ‐ Structured, Moody's Analytics

Rachel Russell
Managing Director, Morgan Stanley

Dan Wohlberg
Vice President, Eagle Point Credit Management LLC

Shinichi Takasaka
Deputy General Manager, Mitsubishi UFJ Trust and Banking Corporation

Patrick H. Daugherty, Esq.
President and Chief Investment Officer, Glacier Lake Capital Advisors

Logan Lowe
Partner, Prophet Capital

Jonathan Burke
Special Counsel, Milbank LLP

Peter S. Hirsh
Director, BlackRock

Eric Glyck
Head of US CLO Structuring, Barclays

Christopher Duerden
Partner, Dechert LLP

Mary Kathryn Lee
Of Counsel, Corporate Department, Paul Hastings LLP

Drew Smith
CLO Analyst, Jefferies LLC

Nicholas Robinson
Partner, Allen & Overy LLP

T.J. Unterbrink
Director – CLO Portfolio Strategy, Carlson Capital, L.P.

Pamela Snyder
Team Manager, S&P Global

Mukund Sadagopan
Head of CLO Structuring, RBC Capital Markets

Sam Spackman
Vice President ‐ Senior Analyst, Moody’s Investors Service

Desiree Fixler
Managing Director ‐ Impacting Investing, ZAIS Group, LLC

Jonathan Tower
Managing Partner, Arctaris Impact Fund

Preetham Nanda
Executive Director, Fixed Income Rates and Securitized indices, J.P. Morgan

Andrew Bellis
Managing Director, Partners Group

Florian Bita
Managing Director, Head of CLO Origination & Syndication, Nomura

David J. Moffitt
Head ‐ Tactical Investment Opportunities and CLO Management, LibreMax Capital

Scott Snell
Portfolio Manager, Tetragon Credit Income Partners

Robert Klein
President & Chief Investment Officer, Clarion Structured Credit

Thomas Majewski
Managing Partner, Eagle Point Credit Management LLC

Ankit Aggarwal
Head of US CLO Structuring, Bank of America

Albert Huntington
Head of Capital Markets & Banking, Redding Ridge Asset Management

Todd Duker
Vice President, Goldman

Amit Roy
Managing Director, Goldman Sachs

Dan Sherry
Senior Vice President, Pinebridge Investments LLC

Jim Wiant
Managing Director, MidOcean Credit Partners

Andrew D. Gordon
Chief Executive Officer, Octagon Credit Investors, LLC

Jason Friedman
Managing Director, Member of the Executive and Investment Committees, Marathon Asset Management

Hans Christensen
Chief Executive Officer, Chief Investment, Officer , & Founder, MJX Asset Management

Andrew Curtis
Managing Director, Z Capital Credit Partners, L.L.C.

Rizwan Akhter
CLO Portfolio Manager, York Capital Management

Robert Villani
Partner, Clifford Chance US LLP

Deborah Festa
Partner, Milbank LLP

Paul St. Lawrence
Partner, Morgan Lewis & Bockius LLP

Christopher Desmond
Partner, Dechert LLP

Jay Rogers
Managing Director, Client Service, BNY Mellon

Lawrence Berkovich
Partner, Allen & Overy LLP

Craig Stein
Partner, Schulte Roth & Zabel LLP

John Murphy
Associate, DLA Piper

Daniel McBride
Structured Finance Manager, KPMG

Joshua Gatmaitan
Senior Vice President, ABS, DBRS Morningstar

Meriç Topbas
Director, Credit Suisse Asset Management, LLC

Lin Chang
Senior Structurer, RBC Capital Markets

Elina Kolmanovskaya
VP – Senior Analyst, Moody’s Investors Service

Erika Tsang
Director, Fitch Ratings

Phillip Azzollini
Partner, Structured Products, Schulte Roth & Zabel LLP

Jay Grushkin
Partner, Milbank LLP

Vicki Marmorstein
Partner, Latham & Watkins LLP

Chris Saltaformaggio
Director, New York Life Investors

Robert Cohen
Director, Portfolio Manager, Global Developed Credit, Doubleline Capital

John Eanes
Managing Director, Kayne Anderson Capital Advisors

John Blaney
Managing Director, Park Avenue Institutional Advisers LLC

Lanny Epperson Jr.
Senior Managing Director, Black Diamond Capital Management

Jian Hu
Managing Director‐ Structured Finance, Moody's Investors Service

Taryn Leonard
MD/Co‐Head of Structured Credit investment, Barings

Gretchen Lam
PM, Octagon

Adrian Marshall
CIO, Elmwood Asset Management

Sean Griffin
Executive Director, J.P. Morgan

Chris Padgett
SVP, Moody’s Investors Service

Ramon Torres
SVP, Moody’s Investors Service

Young Choi
Trader, King Street Capital Management

Connor Buttner
Managing Director, Kanerai

Pierce Derkac
CLO Trader, Brean Capital, LLC

Hong Zhao
Director, Societe Generale

Chi Lee
Portfolio Manager, Structured Credit, 400 Capital

James Vogl
CFA, Head of Product, KopenTech

Kevin Farley
Managing Director, Wells Fargo Securities, LLC

Matthew Matson
Executive Director, Mizuho Securities USA Inc.

Asif Khan
Managing Director, Head of CLOs, MUFG

Adam Goldberg
VP, MidOcean Credit Partners

Matt Shepard, CFA
Senior Vice President, Portfolio Manager, Shenkman Capital Management, Inc.

Amir Vardi
Managing Director, Credit Suisse Asset Management

Rishad Ahluwalia
Managing Director, Head of CLO Research, J.P. Morgan Securities plc

Kashyap Arora
Managing Director, DFG Investment Advisers

Michael Sobol
Managing Director, GSO – Blackstone

Leonard Chung
Vice President, Goldman Sachs

Ujjaval Desai
Head of Structured Products Investing, Sound Point Capital Management, L.P.

Scott Macdonald
Partner, Maples Group

Adam Roston
Vice President, U.S. Bank

Sripriya Ramsunder
Managing Director, EY

Tim Ruxton
Director, Cortland Part of Alter Domus Group

Jeremy Phillips
Partner, PwC

Sean M. Solis
Partner, Milbank LLP

Jeff Law
Managing Director, Virtus Partners, LLC

Kevin M. Bloss
Associate General Counsel, CarVal Investors

Stephen Anderberg
SF Sector Lead, S&P Global Ratings

Robert Schulz
Sector Lead for Leveraged Finance, S&P Global Ratings

David Tsui
Sector Lead for Technology, S&P Global Ratings

Arthur Wong
Sector Lead for Healthcare, S&P Global Ratings

Adrienne Butler
Head of CLO Funds, Barings

Christine Ferris
Managing Director, J.P. Morgan

Christopher Flanagan
Head of Securitized Products Research and Fixed Income Strategist, Bank of America Merrill Lynch

Edmond Seferi
Partner, Morgan, Lewis & Bockius LLP

Peter Sallerson
Senior Director, Moody's Analytics

Dave Preston
CFA, CLO & Commercial ABS Analyst, Structured Products Research, Wells Fargo Securities, LLC

Edward Dale
Portfolio Manager and Managing Director, HPS Investment Partners, LLC

Alex Zilberman
Global Head of CLO, Natixis

Jennifer Press
Managing Director, Alternative Asset Advisory, Duff & Phelps, LLC

Michael Oliver
Vice President | New Business Development, U.S. Bank

Deryk Meherik
Senior Vice President ‐ Commercial Real Estate Finance, Moody's Investors Service

Paige Gaston‐Thiery
Partner, Walkers

Nik Chillar
Principal, Crescit Capital

George Lyons
Senior Director, Kroll Bond Rating Agency

Paul Nikodem
Managing Director, Head of US Securitized Products Research, Nomura

Andy Ross
Senior Director, Investment Risk and, Structured Products, Pacific Asset Management

Batur Bicer
Managing Director, Napier Park Global Capital

Joseph Guzzi
Director, Amherst Pierpont Securities LLC

Sujaan Joshi
Vice President, Structured Products Group, Bank of America Merrill Lynch

Linc Finkenberg
Partner, Perkins Coie LLP

Alberta Knowles
Partner, EY

Matthew Clarkin, CFA
Vice President, Product Management, U.S. Bank

Jeanne Naughton‐Carr
Associate General Counsel, The Bank of New York Mellon

Alfredo M. Cantoral
Vice President and Senior Counsel, Legal and Compliance, PPM America, Inc.

Claire Hall
Partner, DLA Piper

Sagi Tamir
Partner, Mayer Brown LLP

Daphne Coelho‐Adam
Counsel, Seward & Kissel LLP

Eric Hudson
Managing Director, Kroll Bond Rating Agency

Daniel Strong
Executive Director, Structured Finance Group, SMBC Nikko Securities America, Inc.

Shiloh Bates
CFA, Managing Director, Flat Rock Global, LLC

Patrick Wolfe
Vice President, Tennenbaum Capital Partners, LLC

Jerry Van Koolbergen
Managing Director, Structured Credit, DBRS

Alexander Dennis
Director, Capital One

Patrick Quill
Partner, Chapman and Cutler LLP

Ramki Muthukrishnan
Analytical Manager for U.S. Leveraged Finance, S&P Global Ratings

Peter Salvage
Global Head of Credit Fund Services, BNY Mellon

Arun Sharma
Senior Advisor, MasterCard

Geoffrey Horton
CLO and Loan Strategist, Research, Barclays

Suril Patel
Partner, Allen & Overy LLP

Ratul Roy
Head of CLO and Euro ABS Research, Citigroup Inc.

Neil Servis
Chief Executive Officer, Serone Capital Management LLP

Brock Brennan
Director, KPMG LLP

Jessica Reiss
Head of Leveraged Loan Research, Covenant Review A Fitch Solutions Service

Sam DeRosa‐Farag
Independent Consultant

Justin Driscoll
CEO and Director, Gallatin Loan Management

Jonathan Polansky
Managing Director‐Structured Finance Surveillance, Moody’s Investors Service

Lyoubomira Petrova
Director, Fitch Ratings

Oliver Wriedt
Chief Executive Officer, DFG Investment Advisers

Neha Khoda
VP & Leveraged Loan Strategy, Bank of America Merrill Lynch

Ioana Barza
Head of Market Analysis, Refinitiv

Steve Wilkinson
Senior Director, Corporate Ratings, S&P Global Ratings

Jeff Kramer
Managing Director, ALLVUE

Eiman Abdelmoneim
Director of Product Management, Sky Road LLC

Paul Livanos
Director, Business Development, Virtus Partners

Iain Whyte
Chairman and Managing Partner, Pasadena Private Finance, LLC

Michael Leitner
Managing Partner, Tennenbaum Capital Partners, LLC

Christopher Gilbert
Head of U.S. CLO Banking, Natixis

Kirby Dianora
Senior Manager, Deloitte & Touche LLP

Olga Chernova
Portfolio Manager, Sancus Capital Management LP

Bradley Vollkommer
Associate, Chapman and Cutler LLP

Ryan Suda
Partner, Mayer Brown LLP

Pratik Gupta
Executive Director, Nomura Securities International, Inc.

Nicola Bashforth
Partner, Maples Group

Stephen Hessler
Director, Deutsche Bank

Maeve O’Brien
Managing Director, Global Head of CLO and Loan Servicing, Corporate Trust, BNY Mellon

William Tso
Director‐Financial Engineering‐ESA, Moody's Analytics

Sonal Patel
Managing Director, Head of Sales – Americas, Bermuda and Caribbean, Estera

James Manzi
Senior Director, Structured Finance Research, S&P Global Ratings

Christopher Flanagan
Managing Director, Head of Securitized Products Research and Fixed Income Strategist, Bank of America Merrill Lynch

Charlie Wu
Associate, Morgan Stanley Research

Steven Abrahams
Managing Director, Amherst Pierpont Securities

2019 Sponsors

TITANIUM SPONSORS:
• Citi
• Deloitte
• Moody's

PLATINUM SPONSORS:
• Bank of America
• BNY Mellon
• Fitch Ratings
• Goldman Sachs
• J.P Morgan
• Milbank
• Morgan Stanley
• S&P Global Ratings
• US Bank
• Wells Fargo

GOLD SPONSORS:
• Allen & Overy
• Barclays
• Jefferies Finance
• KMPG
• Natixis
• SMBC
• Solve Advisors

SILVER SPONSORS:
• Allvue
• BNP Paribas
• Chapman and Cutler LLP
• Credit Suisse
• Dechert LLO
• DLA Piper
• Estera
• EY
• Green Ledge
• Intex
• Maples Group
• Mayer Brown
• MIzuho
• Morgan Lewis
• Morningstar DBRS
• Nomura
• RBC Capital Markets
• Seward & Kissel LLp
• Sky Road

BRONZE SPONSORS:
• Alter Domus
• Amherst Pierpont
• Appleby
• Arnold & Porter
• BMO
• Capital One
• Clifford Chance
• Deutsche Bank
• Duff & Phelps
• IHS Markit
• Kanerai
• KopenTech LLC
• KBRA
• Latham Watkins
• MUFG
• Paul Hastings
• Perkins Coie
• PwC
• Refinitiv
• Schulte Roth & Zabel
• Societe Generale
• Walkers
• Wilmington Trust

EXHIBITOR SPONSORS:
• Crestbridge
• 17g5
• J.P Morgan
• Net Roadshow
• Olympus Fintech
• Sutherland
• Trepp

WIFI SPONSOR:
• Winston & Strawn LLP