Virtual CLO Summit 2020 | Opal Group | 9 December 2020 | Virtual Event

The US CLO Summit is an educational and networking forum designed for investors, issuers, investment banks, underwriters, rating agencies, broker dealers, lawyers, technology firms, service providers, accountants and more. At this conference, they can learn the newest techniques to maximize returns and reduce risk exposure in this 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.

With the changing landscape among numerous industries due to COVID-19, the need to meet is more relevant than ever. Each Opal agenda contains a comprehensive list of seasoned speakers and leaders who are closely watching the impact of COVID-19 and its relation to industry trends. Opal is eager to keep education and networking a priority amongst this community.
Virtual conferences are playing a crucial role in this time of remote work and digital business by allowing organizations to adapt in a world going through new challenges. These changes are not only altering the way we do business now but will alter the way we do business in the future.

At Opal Group, our goal is to become a valued partner to the structured finance world by providing options for companies and individuals to connect with one another in their efforts to share information, deal flow, and foster relationships that fuel your efforts to reach your target market. Today, Opal Group is proud to offer customized live virtual conferences that combine market timely ideas and industry specific topics – produced to connect like-minded individuals and companies. This new digital offering can help expand your brand’s reach, position speakers as thought leaders, and connect with potential prospects amidst the world’s current climate.

Who Should Attend?
• Investment Banks
• Trustee, Administrators
• Law Firms
• Rating Agencies
• Family Offices
• Consultants
• Attorneys
• Accounting Firms
• Hedge Funds
• Issuers
• Service Providers
• Pension Plans
• Institutional Investors
• Insurance Companies
• Investment Managers

2020 Sponsors

Lauren Bautista
SVP, Opal Group

Serhan Secmen
Managing Director - Head of Structured Credit Portfolios, Napier Park Global Capital

Volkan Kurtas]
CEO/CIO, DFG Investment Advisers, Inc.

Thomas Majewski
Managing Partner, Eagle Point Credit Management LLC

James Vogl
Head of Product Development, KopenTech

Eric Glyck
Head of US CLO Structuring, Barclays

MODERATORS:

Christopher Duerden
Partner, Dechert LLP

Connor Buttner
Managing Director, Head of Client Success, KANERAI

Magnus Wilson-Webb
Director, BNY Mellon

Aiman El-Nahas
Fund Management, Public Markets, Ontario Power Generation Pension Fund

Christopher Desmond
Partner, Dechert LLP

Nick Robinson
Partner, Allen & Overy LLP

Sean Malone
Senor Director, Structured Credit, Kroll Bond Rating Agency

Ramki Muthukrishnan
Analytical Manager- Leveraged Finance, S&P Global Ratings

Daniel Oshinsky
Partner, Schulte Roth & Zabel LLP

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

Kevin McLeod
Senior Managing Director, Cerberus Capital Management

Sagi Tamir
Partner, Mayer Brown LLP

Robert Villani
Partner, Clifford Chance US LLP

David Kurnov
Senior Director-Solutions Specialist, Moody's Analytics

Kanene Ayo Holder
Senior Diversity Consultant, Jennifer Brown Consulting

Geoffrey Horton
CLO and Loan Strategist, Research, Barclays

Lawrence Berkovich
Partner, Allen & Overy LLP

Michael Cafiero
Director, Institutional Sales & Trading, Brownstone Investment Group

Ryan Suda
Partner, Mayer Brown LLP

Paul Burke
Managing Director, Citi

Kory Doan
Director, WSO Services – Trade Closings, IHS Markit

Anthony Schexnayder
Head of Business Development, KopenTech

Pratik Gupta
Head of CLO / RMBS Research, BofA Securities

Stephen Anderberg
Sector Lead (CLOs), S&P Global Ratings

Leon Tatevossian
Adjunct Professor, Financial Mathematics and Engineering, New York University

Julia Tsybina
Counsel, Clifford Chance LLP

Carlos Castro
Director – Solutions Specialist, Moody’s Analytics

Steven Kolyer
Partner, Sidley Austin LLP

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

George Lyons
Senior Director, Structured Credit, Kroll Bond Rating Agency

Deborah Festa
Partner, Milbank LLP

PANELISTS:

Adnan Zuberi
Co-Head of Asset Finance and Securitization Origination Americas & Global Head of CLOs, BNP Paribas

Dev Chatterjee
Managing Director - Structured Finance, Moody’s Investors Service

Christopher Long
Chairman and Chief Executive Officer, Palmer Square Capital Management

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

Chris Saltaformaggio
Senior Director, New York Life Investors

Laila Kollmorgen
Managing Director, PineBridge Investments

Dan Wohlberg
Director, Eagle Point Credit Management

Ronnie Jaber
Head of Structured Credit, Onex Credit

Amir Vardi
Managing Director, Credit Suisse Asset Management

Logan Lowe
Structured Credit, Diameter Capital Partners

Angela Best
Director, Structured Finance, MetLife Investments

Seth Katzenstein
Portfolio Manager, Head of US Loans & High Yield, Intermediate Capital Group

Craig Stein
Partner, Schulte Roth & Zabel LLP

David Frey
Managing Director and Portfolio Manager, HPS Investment Partners, LLC

Conor Power
Managing Director, Mackay Shields

Adrienne Dale-Burns
Principle – Portfolio Manager, MidOcean Credit Partners

Mark Mahoney
President and Chief Investment Officer, Gulf Stream Asset Management

Mimi Eng
VP-Senior Analyst, Moody’s Investors Service

Daniel Hall
Co-Founder, Pacific & Plains Capital

Fatima Hadj
Responsible of ESG for Private Debt and Chair of the PRI Committee for Loans, DWS Investment GmbH

Richard Peterson
Product Head - Data and Analytics, Virtus from FIS

Candice Richards
Principal, Compliance /ESG Officer, MidOcean Credit Partners

Daphne Coelho-Adam
Counsel, Seward & Kissel LLP

Alexey Surkov
Partner, Deloitte & Touche LLP

Peter Hallenbeck
VP- Senior Analyst, Moody’s Investors Service

Xavier Madrid
Partner/Principal, EY

Gareth Old
Partner, Clifford Chance

Robert Moeller
Executive Director, Product Management and Professional Services, IHS Markit

Scott Snell
Principal and Portfolio Manager, Tetragon Credit Partners

Robert Klein
President & Chief Investment Officer, Clarion Structured Credit

Lakshya Madhok
Director, Bain Capital Credit

Batur Bicer
Managing Director, Napier Park Global Capital

Steve Hasnain
Managing Director, PineBridge Investments

Rob Marinaro
Head of Product - Credit, Allvue

Jason Rylander
Senior Manager, EY

Brett Schechterman
Managing Director, Global Head of Business, thinkFolio, IHS Markit

Murat Uysal
Consultant, Data Scientist, Clarion

Peter Coppa
Managing Partner, Alternative Access Funds

Ian Gilbertson
CLO Trader and Portfolio Manager, Invesco

Eddy Piedra
Vice President - Leveraged Loans, 40/86 Advisors, Inc.

Eileen J. Ho
Associate, Morgan, Lewis & Bockius LLP

Vivek Anand Dattani
Vice President, Chair of Multicultural Employee Resource Group, Trepp LLC

Françoise Devenoges
Portfolio Manager, Man GLG

Dan Sherry
Managing Director, Portfolio Manager, Leveraged Finance, PineBridge Investments

Sean Kelley
Head of CLO Data Analytics and Research, Senior Vice President, Head of CLO Data Analytics and Research, U.S. Bank

Justin Driscoll
CEO and Director, Gallatin Loan Management

Rizwan Akhter
CLO Portfolio Manager, York Capital Management

Katie Amaro
Managing Director and Associate General Counsel, Guggenheim Investments, LLC

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

Edmond Seferi
Partner, Morgan, Lewis & Bockius LLP

Rebecca O'Brien
Associate, Clifford Chance US LLP

Macey Levington
Counsel, Cleary Gottlieb Steen & Hamilton LLP

John F. Murphy III
Partner, DLA Piper

Josh Khalif
Institutional Trader, Flow Traders U.S. Institutional Trading LLC

Laura Flores
Partner, Morgan Lewis

Timothy Walsh
Director, CLO Ratings, S&P Global Ratings

Eugene Ferrer
Partner, Paul Hastings LLP

Christopher Jackson
Associate, Allen & Overy

Paul St. Lawrence
Partner, Morgan Lewis & Bockius LLP

Alexandra Middleton
Director-Head of US CLO Structuring, BNP Paribas

Abhijit Kurup
Senior Associate, Seward & Kissel LLP

Meriç Topbas
Director, Credit Suisse Asset Management, LLC

Peter Sallerson
Senior Director, Moody's Analytics

Vedanta Bagchi
Director, Investment Office, Commerzbank AG

Dagmara Michalczuk
Principal and Portfolio Manager, Tetragon Credit Partners

Palak Pathak
Senior Vice President, Trust Company of the West

Poh-Heng Tan
Managing Director, CLO Research Group

Jeffrey Law
CFA Managing, Director, Virtus from FIS

Adam Roston
Senior Vice President | Middle Office Solutions, U.S. Bank

Colleen Mattern
Director, PwC

Shiloh Bates
Managing Director, Flat Rock Global, LLC

Steve Page
CFA, Managing Director, Barings

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

Olivier Gozlan
Managing Director, Crystal Fund

Arun Kumar Sharma
Senior Advisor, MasterCard

Arthur Rosenbach
Head of the ABS & Research Desk, Bank Leumi Israel

Sam DeRosa-Farag
Market Strategist, Independent Consultant

Owen Butler
Managing Director, Global Credit, US CLO, BlackRock

Shawn Lim
Vice President, Oak Hill Advisors

Phil Baggaley
Sector Lead (Aerospace, Defense & Transportation), S&P Global Ratings

Emile Courtney
Director, Corporate Ratings (Hotels), S&P Global Ratings

Melissa Long
Director, Corporate Ratings (Gaming & Casinos), S&P Global Ratings

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

Sarah Wyeth
Sector Lead (Retail & Restaurants), S&P Global Ratings

Americo Cascella
CEO, Pacific & Plains Capital

Eric Newman CPA
CGMA, Treasury Manager, City of Stamford - Connecticut

Oliver Wriedt
Senior Strategic Advisor, DFG Investment Advisers

John P. McGill, Jr.
Senior Attorney, Cleary Gottlieb Steen & Hamilton LLP

Peter Swanson
Senior Trader & Portfolio Manager, Intermediate Capital Group

Braden Hasnay
Associate, Paul Hastings LLP

Tracy Feng
Counsel, Allen & Overy LLP

Jacob Wentworth]
VP and Corporate Counsel, PGIM Fixed Income

T.J. Unterbrink
Director – CLO’s, Carlson Capital, L.P.

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

Ted Xiao Guo
Senior Principal, Global Credit Products, Ontario Teachers’ Pension Plan

Ryan Kohan
CLO Portfolio Manager, Western Asset Management Company

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

Deryk Meherik
Senior Vice President, Moody's Investors Service

Douglas Armer
Executive Vice President, Capital Markets, and Treasurer, Blackstone Mortgage Trust

Matt Lyons
Partner, Clifford Chance

Simon Miller
Portfolio Manager, CMBS/CRE, DoubleLine Capital LP

Paige Gaston-Thiery
Partner, Walkers

Brennan P. Woods
Vice President, J.P. Morgan Securities LLC

David Fay
Director – Collateral Management, M360 Advisors, Inc.

Sean Kelley
Head of CLO Data Analytics and Research, Senior Vice President, Head of CLO Data Analytics and Research, U.S. Bank

Maggie Wang
Managing Director, Head of US CLO & CDO Research, Citi

Robert McMullen
Vice President, Amherst Pierpont Securities LLC

Charlie Wu
Strategist, Morgan Stanley

Neha Khoda
Director, Head of Loan Strategy, BofA Securities

Chris Padgett
Senior Vice President, Moody’s Investors Service

Alex Jackson
Chief Investment Officer, Nassau Corporate Credit

Darin Schmalz
Principal, Maranon Capital, L.P.

Christopher Brogdon
Portfolio Manager, AIG Investments

Michelle Manuel
ABS Analyst, Investec

Algis Remeza
Associate Managing Director, Moody's Investors Service

Michelle Liu
Director, KKR

Yvonne Stevens
Co-Founder | Managing Partner, HalseyPoint Asset Management

Michelle Cao Moore
Managing Director, GreensLedge Capital Markets LLC

2020 Sponsors and Partners

DIAMOND SPONSORS:
• IHS Markit
• Moody's Investors Service
• Morgan Lewis

PLATINUM SPONSORS:
• Allen & Overy
• Cleary Gottlieb
• Dechert
• DLA Piper
• Kopen Tech
• S&P Global Ratings
• US Bank
• Virtus

GOLD SPONSORS:
• BNP Paribas
• EY
• Mayer Brown
• Moody's Analytics
• Paul Hastings
• Schulte Roth & Zabel
• Seward & Kissell LLP
• Winston & Strawn

SILVER SPONSORS:
• Allvue
• BNY Mellon
• Clifford Chance
• Deloitte
• Deutsche Bank
• Kanerai
• KBRA
• Maples Group
• Milbank
• Ocorian
• PwC
• Sidley
• SMBC
• Walkers

BRONZE SPONSORS:
• CICS
• Intex
• Trepp

GENERAL SPONSOR:
• Grant Thorton

MEDIA PARTNERS:
• Executive Global
• Family Office Networks
• Impact Wealth
• Integri Data
• Legendary Ventures
• Private Banking
• Savvy Investor
• The Soho Loft