CLO Summit 2021 | 8 December 2021 | Waldorf Astoria Monarch Beach Resort & Club, 1 Monarch Beach Resort N, 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.

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 2021.

Topic will include:
• Investor Roundtable
• Issuer Roundtable
• Relative Value in the CLO Market
• CLOS 2.0
• Opportunities and Obstacles in the European CLO Market
• How to Construct a CLO: Building a Portfolio and Negotiating Documents
• CLO Markets in a Regulated Environment
• Secondary CLO Market
• Manager Screening and Evaluation
• Accounting and Tax
• Evaluating Leveraged Loan Market Performance and Direction
• How to Analyze Structural Features of a CLO
• CLO Managers Roundtable – State of the Art
• Best Practices-Operational Issues for Maintaining a CLO
• CLO Hedges & Alternative Structures
• The Current State and Outlook for the CLO Market
• CLO Equity
• CLO Mezz Tranches / Opportunities and Relative Value
• Launching a CLO Platform
• Successful CLO Management
• Middle Market

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

2021 Sponsors

TITANIUM SPONSORS:
• Citi
• Moody's

PLATINUM SPONSORS:
• Bank of America
• BNP Paribas
• Deloitte
• Fitch Ratings
• Goldman Sachs
• J.P Morgan
• KopenTech
• Morgan Stanley
• Natixis
• Nomura
• RBC Capital Markets
• SMBC
• S&P Global Ratings
• US Bank
• Wells Fargo

GOLD SPONSORS:
• Allen & Overy
• Barclays
• DLA Piper
• Jefferies
• Milbank
• MUFG
• PwC
• Virtus

SILVER SPONSORS:
• Allvue
• Amherst Pierpont
• BNY Mellon
• Capital One
• Computershare
• Credit Suisse
• EY
• FinDox
• Greensledge
• Janus Henderson Investors
• KBRA
• Mizuho
• Morgan Lewis
• Ocorian
• Societe Generale

BRONZE SPONSORS:
• Akin Gump
• Arnold & Porter
• Chapman and Cutler
• Clear Gottlieb
• Dealscribe
• Deutsche Bank
• Egan-Jones
• Latham & Watkins
• Market Axess
• Paul Hastings
• Schulte Roth & Zabel
• Trepp
• Vistra

EXHIBITOR SPONSORS:
• AlterDomus
• Empirasign
• Intex
• J.P Morgan Asset Management
• Kanerai
• NetRoadshow
• Portfolio BI
• Seward & Kissel LLP
• Sky Road
• Solve Advisors
• Wilmington Trust