CLO Summit 2022 | Opal Group | 4 December 2022 | Waldorf Astoria Monarch Beach, 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 2022.

2022 Speakers

MODERATORS:

Alberta Laskaj Knowles
Partner, Consulting, Ernst & Young LLP

Robert Villani
Partner, Clifford Chance US LLP

Shannon Mooney
Director, Structured Credit, KBRA

Alina Pak
Senior Director, Fitch Ratings

Anusha Joly
Head of US CLO Syndicate, JP Morgan

Daniel McBride
Structured Finance Manager, KPMG

Martin Brennan
Special Counsel, Milbank

Amit Roy
Managing Director, Goldman Sachs

Jay Williams
Partner, DLA Piper LLP (US)

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

Nick Robinson
Partner, Allen & Overy LLP

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

Julia Tsybina
Partner, Clifford Chance

Peter Jasko
CEO, Semeris

Sam Terry
Managing Director & Head of Europe, FinDox

Bhargav Jani
Senior Director - Structured Finance, Moody’s Analytics

Gabrielle Garcia
Director, Credit Suisse

Connor Buttner
Managing Director, Head of Client Success, KANERAI

Stephen Anderberg
Sector Lead, U.S. CLOs, S&P Global Ratings

George Lyons
Senior Director, Structured Credit, KBRA

Asif Khan
Global Head of CLOs, MUFG

Steven Kolyer
Partner, Sidley Austin LLP

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

Amanda Lazier
Partner, Maples Group

PANELISTS:

Alberta Laskaj Knowles
Partner, Consulting, Ernst & Young LLP

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

Alexander Dennis
Director, Capital One

John Murphy
Partner, DLA Piper

Rishad Ahluwalia
Global Head of CLO Research, JP Morgan

Rishi Bansal
Chief Investment Officer, BankUnited

Eric Glyck
Head of CLO Structuring, Octagon Credit Investors, LLC

Nvard Hakobyan
Senior Manager - Financial Markets, PwC

Rizwan Akhter
Managing Director, Head of CLOs, Generate Advisors

Mahesh Assomull
Director, MUFG

Michael Kinahan
Vice President & Portfolio Manager, Eaton Vance Management

Laurent Chane-Kon
Senior Director, Fitch Ratings

John Blaney
Managing Director, Park Avenue Institutional Advisers LLC, A subsidiary of The Guardian Life Insurance Company of America

Brian Aleksa
Vice President, Oxford Funds, LLC

Kevin Bloss
Associate General Counsel, CarVal Investors LLC

Hooman Banafsheha
Principal, Oxford Funds, LLC

Marisa Chen
Senior Portfolio Associate, Partners Group

Brian Bejile
Chief Executive Officer, Octaura

Omid Abrishamchian
CLO Trader, Morgan Stanley

Reggie Fernandez
Executive Director, Natixis

Steve Wilkinson
Senior Lead, Leveraged Finance & Recovery, S&P Global Ratings

Alex Danehy
Director, Deutsche Bank

Michael Kurinets
Portfolio Manager, CAPRA IBEX ADVISORS

Mahesh Assomull
Director, MUFG

Kirby Dianora
Senior Manager, Deloitte Risk and Financial Advisory

Timothy Garry
Credit Analyst, Sancus Capital Management LP

Dave Preston
Head of Structured Credit Research, AGL Credit Management LP

SPEAKERS:

Carlo Ingato
Associate, DLA Piper

Yann Marty
Associate Director, Structured Credit Group, S&P Global Ratings

Sagi Tamir
Partner, Mayer Brown LLP

Sam Spackman
VP-Senior Analyst, VP-Senior Analyst,, Moody's Investors Service

David Gingold
Partner, Cadwalader, Wickersham & Taft LLP

Steve Hasnain
Managing Director, PineBridge Investments

Jeff Kramer
Head of ESGx, FinDox

Colleen Mattern
Director, PwC

Richard Peterson
Director, FIS Products – Credit Data, Analytics, ESG Investing, Virtus from FIS

Peter Sallerson
Senior Director, Moody’s Analytics

Ivo Turkedjiev
Portfolio Manager, New Mountain Capital, LLC

TJ Unterbrink
Managing Director, CLO Structuring, Portfolio Manager, Barrow Hanley Global Investors

Soumen Bose
CLO Structuring, Morgan Stanley

Belinda Ghetti
Senior Director, Sector Lead, S&P Global Ratings

Debdeep Maji
Senior Managing Director, Portfolio Manager, Oxford Funds, LLC

Derek Miller
Managing Director, Fitch Ratings

Cyrus Moshiri
Director, New Mountain Capital, LLC

Peter Polanskyj
Head of Structured Credit, Vida Capital

Al Remeza
Associate Managing Director, Moody's Investors Service

Ken Brown
Managing Director, OFS Capital Management

Laila Kollmorgen
Managing Director, PineBridge Investments

Michael Phillips
Portfolio Manager, Special Opportunities, Teacher Retirement System of Texas

Neil Servis
Chief Executive Officer, Serone Capital Management

Timothy Wickstrom
Executive Director, Panagram Structured Asset Management

Sandeep Hoshing
Head of US CLO Structuring, Barclays

Sara Mischner
Senior Counsel, Akin Gump Strauss Hauer & Feld LLP

Meriç Topbas
Head of Structuring, Credit Suisse Asset Management

Drew Smith
Associate, Jefferies

Craig Stein
Partner, Schulte Roth & Zabel LLP

Mussie Tizazu
Executive Director CLO Structuring, JP Morgan

Howard Cohen
Head of Leveraged Loans, MarketAxess

David Lazar
Product Manager, Public Credit, Allvue Systems

Jill Scalisi
Chief Engagement Officer, KopenTech

Luke Maiman
Senior Associate, Allen & Overy LLP

Paul St. Lawrence
Partner, Morgan, Lewis & Bockius LLP

Dasha Sobornova
Partner, Akin Gump Strauss Hauer & Feld LLP

Francis Teo
Vice President, CLO Structuring, Credit Suisse

Jacob B. Wentworth
Vice President and Corporate Counsel, PGIM Fixed Income

Peter Williams
Partner, Linklaters LLP

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

Justin L. Driscoll
Chairman, Aquarian Credit Partners

David Forgash
Head of Leveraged Loan Investments, PIMCO

Karen Lau
CLO Senior Portfolio Manager, Marathon Asset Management

Dan Sherry
Managing Director, Pinebridge Investments

Jim Wiant
Partner, CEO, Capital Four US

Peter Beer
Structured Credit Analyst, Payden & Rygel

Deryk Meherik
Senior Vice President, Moody's Investors Service

Simon Miller
Portfolio Manager, Western Asset Management

Manish Rajguru
Portfolio Manager – CMBS, OFS Capital Management, LLC

Steven Kolyer
Partner, Sidley Austin LLP

Kashyap Arora
Managing Director, Co-Chief Investment Officer, Vibrant Capital Partners, Inc.

Thomas Majewski
Managing Partner, Eagle Point Credit Management LLC

Serhan Secmen
Partner, Napier Park Global Capital

Konstantin Kulev
Director, MUFG

Matt Leventhal
Senior Portfolio Manager, AXA Investment Managers

Adam Schwartz
Managing Director, Amherst Pierpont

Edmond Seferi
Partner, Morgan, Lewis & Bockius LLP

TJ Unterbrink
Managing Director, CLO Structuring, Portfolio Manager, Barrow Hanley Global Investors

Christopher Gilbert
Managing Director, Natixis

Jian Hu
Managing Director, Moody's Investors Service

Eric Hudson
Senior Managing Director, Structured Credit, KBRA

Daniel Oshinsky
Partner, Schulte Roth & Zabel LLP

Daniel Strong
Executive Director, Structured Finance Group, SMBC

Tim Walsh
Director, S&P Global Ratings

Patrick Wolfe
Managing Director, BlackRock

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

Olive Bian
Lead CLO Research Analyst, Nomura

Sam DeRosa-Farag
Partner, Centennial3

Robert Klein
President & Chief Investment Officer, Clarion Structured Credit

David Lazar
Product Manager, Public Credit, Allvue Systems

Ethan Underwood
Product Manager, Front Office, Siepe

Wesley Boles, CPA
Managing Director, Ernst & Young LLP

Scott D'Orsi, CFA
Portfolio Manager, Fixed Income, Putnam Investments

David Ryan
CLO Syndicate, Barclays

Sean M. Solis
Partner, Milbank LLP

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

Sean Kelley
SVP, Trust Business Manager, U.S. Bank

Dave Knecht
Senior Vice President, Wilmington Trust

David Lazar
Product Manager, Public Credit, Allvue Systems

Sonal Patel
Structured Finance/Capital Markets, Citi Agency & Trust

Michael Pusateri
CEO, Siepe

Faris Saah
Portfolio Manager, Exos Financial

Jill Scalisi
Chief Engagement Officer, KopenTech

Nicole Skalla
Partner, Paul Hastings LLP

Robert Hansen
Research Analyst - CLO Trading, Goldentree Asset Management

Peter Noel
Portfolio Manager, CLO Investing, Lord, Abbett & Co. LLC

Jake Pruner
Head of Leveraged Loan & CLO Trading, Morgan Stanley

David Trepanier
Managing Director, BofA-Merrill Lynch

Jared Axelrod
Associate, Milbank LLP

Olga Chernova
CIO & Portfolio Manager, Sancus Capital Management LP

Pratik Gupta
Director, Head of RMBS / CLO Research, Bank of America

Andrew Smith
Executive Director, Natixis

Jing Wu
Director, CLO Modeling, BlackRock

Joe Guzzi
Senior Vice President, Jefferies

Chi Lee
Portfolio Manager, Structured Credit, 400 Capital

Jill Scalisi
Chief Engagement Officer, KopenTech

Marc Steinberg
CLO Trader, SMBC Nikko Securities America, Inc.

Ed Trampolsky
Trader, Marathon Asset Management

Daniel Hu
Director, Structured Credit, S&P Global Ratings

William Sweatt
Associate Director, S&P Global Ratings Merrill Lynch

Sean Griffin
Deputy Head of Global CLO Primary, JP Morgan

Alex Jackson
Chief Investment Officer, Nassau Corporate Credit

Mahesh Kotecha
President, Structured Credit International Corp.

Ronan Mellon
Partner, Mayer Brown

Jill Scalisi
Chief Engagement Officer, KopenTech

Charlie Wu
Strategist, Morgan Stanley

Robert McMullen
Director, Amherst Pierpont

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

Ryan Olsen
Director, Napier Park

Joseph Walsh
Associate, Vibrant

Nate Weber
Managing Director, CLOs, Mizuho Securities USA LLC

David Goldfinger
Director, GreensLedge

Daniel Hartnett
Partner, Arnold & Porter

Al Remeza
Associate Managing Director, Moody's Investors Service

Denise Tait
President, Starwood Infrastructure Finance, Starwood Property Trust

Sriram Vedantha Ramanujam
Vice President, Amherst Pierpont

Sameer Hussain
Director of Operations, HalseyPoint Asset Management

Jeffrey Law
Director, Alter Domus

Neil Leshinsky
Director, PwC

Neha Khoda
Director, Head of Loan Strategy, Bank of America

Lyuba Petrova
Senior Director, Fitch Ratings

Tracy Feng
Senior Counsel, Allen & Overy LLP

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

2022 Sponsors

TITANIUM SPONSORS:
• citi
• Moodys

PLATINUM SPONSORS:
• BofA Securities
• BNP PARIBAS
• Deloitte
• FitchRatings
• Goldman Sachs
• JP Morgan
• Market Axess
• Morgan Stanley
• NATIXIS
• NOMURA
• Capital Markets
• SMBC
• S&P Global Ratings
• usbank
• WELLS FARGO

GOLD SPONSORS:
• ALLEN & OVERY
• BARCLAYS
• CapitalOne
• DLA PIPER
• EY
• Jefferies
• KBRA
• KopenTech
• KPMG
• MAYER BROWN
• Milbank
• MUFG
• pwc
• VIRTUS

SILVER SPONSORS:
• Akin Gump
• ALLVUE
• Amherst Pierpoint
• CHAPMAN
• CLIFFORD CHANCE
• Computershare
• CREDIT SUISSE
• greensledge
• MIZUHO
• Morgan Lewis
• Schulte Roth& Zabel
• Siepe
• Societe Generale

BRONZE SPONSORS:
• AlterDomus
• Arnold&Porter
• CADWALADER
• Cleary Gottlieb
• Dechert LLP
• DENTONS
• Deutsche Bank
• Egan Jones Ratings Company
• FinDox
• KANERAI
• LATHAM & WATKINS
• Linklaters
• MAPLES GROUP
• PAUL HASTINGS
• semeris
• Western Alliance Trust Company

EXHIBITOR SPONSORS:
• APPLEBAY
• Broadridge
• CAYMAN ISALNDS Stock Exchange
• Dealscribe
• INTEX
• NetRoadshow
• OCORIAN
• Olympus
• PSL
• Seward & Kissel LLP
• SKY ROAD
• SOLVE
• Trepp

GENERAL WIFI SPONSORS:
• BMO
• BNY MELLON
• Locke Lord
• NEARWATER CAPITAL