CLO Summit 2023 | Opal Group | 3 December 2023 | Waldorf Astoria Monarch Beach, 1 Monarch Beach Resort N, Dana Point, CA 92629, US

The 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 and will serve as an opportunity where a meaningful dialogue can be opened to address concerns regarding this dynamic segment of the market.

2023 Speakers

Alberta Laskaj Knowles
Partner, Consulting, Ernst & Young LLP

Matthew Clarkin
Senior Vice President, U.S. Bank

Carlo Ingato
Associate, DLA Piper

Yann Marty
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

Peter Connolly
Director, Structured Credit, KBRA

Alexander Dennis
Managing Director, Capital One

Ricky Li
Managing Director, Panagram Structured Asset Management

Arlene Shaw
Managing Director, Treasurer, Brightwood Capital Advisors, LLC

Patrick Quill
Partner, Chapman and Cutler LLP

John Timperio
Partner, Dechert LLP

Alina Pak
Senior Director, Fitch Ratings

John Murphy
Partner, DLA Piper

Ivo Turkedjiev
Portfolio Manager, New Mountain Capital, LLC

Todd Duker
Vice President, Investment Banking - CLO Structuring, Goldman Sachs

Rishad Ahluwalia
Global Head of CLO Research, JP Morgan

Soumen Bose
Executive Director, Fixed Income Division – CLO Banking, Morgan Stanley

Belinda Ghetti
Analytical Manager US CLO, S&P Global Ratings

Derek Miller
Managing Director, Fitch Ratings

Cyrus Moshiri
Director, New Mountain Capital, LLC

Chris Padgett
Head of Leveraged Finance Research and Analytics, Moody's
Investors Service

Peter Polanskyj
Head of Structured Credit, Vida Capital

Navneet Agarwal
Managing Director, Americas Structured Finance, Moody's Investors Service

Anusha Joly
Head, US CLO Syndicate, JP Morgan

Rishi Bansal
Chief Investment Officer, BankUnited

Ken Brown
Managing Director, OFS Capital Management

Laila Kollmorgen
Managing Director, PineBridge Investments

Michael Phillips
Head of Credit, Special Opportunities, Teacher Retirement System of Texas

Timothy Wickstrom
Executive Director, Panagram Structured Asset Management

Daniel McBride
Director, KPMG

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

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

Martin Brennan
Special Counsel, Milbank

Neil Leshinsky
Director, PwC

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

Amit Roy
Managing Director, Goldman Sachs

Rizwan Akhter
Managing Director, Head of CLOs, Generate Advisors

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

Justin Driscoll
Chairman, Aquarian Credit Partners

David Forgash
Head of Leveraged Loans & CLO Investment, PIMCO

Karen Lau
CLO Senior Portfolio Manager, Marathon Asset Management

Dan Sherry
Managing Director, Pinebridge Investments

Jim Wiant
Partner, CEO, Capital Four US

Jay Williams
Partner, DLA Piper LLP (US)

Peter Beer
Structured Credit Analyst, Payden & Rygel

Deryk Meherik
Senior Vice President, Moody's Investors Service

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

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

Thomas Majewski
Managing Partner, Eagle Point Credit Management LLC

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

Serhan Secmen
Partner, Napier Park Global Capital

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

Michael Kinahan
CFA, Managing Director, Head of Structured Products, Morgan Stanley - Eaton Vance

Konstantin Kulev
Director, MUFG

Matt Leventhal
Senior Portfolio Manager, AXA Investment Managers

Steven Abrahams
Senior Managing Director, Amherst Pierpont

Edmond Seferi
Partner, Morgan, Lewis & Bockius LLP

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

Nick Robinson
Partner, Allen & Overy LLP

Laurent Chane-Kon
Senior Director, Fitch Ratings

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

Vicki Marmorstein
Partner, Latham & Watkins LLP

Steve Baker
CFA, Executive Director, EMEA CLO Origination, JPMorgan

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

Lanny Epperson
Senior Managing Director, Black Diamond Capital Management

Stanton Ray
Head of CLO platform, Senior Portfolio Manager, Columbia Threadneedle Investments

Rachel Russell
Managing Director, Morgan Stanley

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

Brian Aleksa
Vice President, Oxford Funds, LLC

Olive Bian
Lead CLO Research Analyst, Nomura

Sam DeRosa-Farag
Partner, Centennial3

Robert KleinPresident & Chief Investment Officer, Clarion Structured Credit

Ethan Underwood
Product Manager, Front Office, Siepe

Hong Zhao
Head of CLO Trading, Societe Generale

Robert Villani
Partner, Clifford Chance US LLP

Kevin Bloss
Associate General Counsel, AB CarVal Investors, L.P.

Wesley Boles
CPA, Managing Director, Ernst & Young LLP

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

Peter Griffith
Senior Sales Executive, Virtus from FIS

David Ryan
CLO Syndicate, Barclays

Sean Solis
Partner, Milbank LLP

Peter Jasko
CEO, Semeris

Hooman Banafsheha
Principal, Oxford Funds, LLC

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

Richard Britt
Senior Vice President and CLO Product Leader, Wilmington Trust

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

Michael Pusateri
CEO, Siepe

Faris Saah
Portfolio Manager, Exos Financial

Sam Terry
Managing Director & Head of Europe, FinDox

Marisa Chen
Senior Portfolio Associate, Partners Group

Nicole Skalla
Partner, Paul Hastings LLP

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

Brian Bejile
Chief Executive Officer, Octaura

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

Gabrielle Garcia
Director, Credit Suisse

Omid Abrishamchian
CLO Trader, Morgan Stanley

Mohit Agarwal
Structured Finance - CLO, Goldman Sachs

Jared Axelrod
Special Counsel, 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

Connor Buttner
Managing Director, Head of Client Success, KANERAI

Reggie Fernandez
Executive Director, Natixis

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

Nicholas Tselios
Vice President, Structured Products Sales, Goldman Sachs

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

Josh Eisenberger
Managing Director, Head of US CLOs, Sculptor Capital Management

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

Ronni Neeman
Principal, PGIM Fixed Income

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

William Sweatt
Associate Director, S&P Global Ratings

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

Sean Griffin
Deputy Head of Global CLO Primary, JP Morgan

Mahesh Kotecha
President, Structured Credit International Corp.

Charlie Wu
Strategist, Morgan Stanley

Asif Khan
Global Head of CLOs, MUFG

Michael Kurinets
Portfolio Manager, CAPRA IBEX ADVISORS

Robert McMullen
Director, Amherst Pierpont

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

Ryan Olsen
Director, Napier Park

Joseph Walsh
Vice President, Vibrant

Nate Webe
Managing Director, CLOs, Mizuho Securities USA LLC

Mahesh Assomull
Director, MUFG

David Goldfinger
Managing Director, GreensLedge

Daniel Hartnett
Partner, Arnold & Porter

Al Remeza
Associate Managing Director, Moody's Investors Service

Sriram Vedantha Ramanujam
Director, Amherst Pierpont

Zeeshan Ahmed
Senior Sales Executive, Virtus from FIS

Kirby Dianora
Senior Manager, Deloitte Risk and Financial Advisory

Elina Gokh
Managing Director & Global Head of Credit Solutions, S&P Global Market Intelligence

Nvard Hakobyan
Senior Manager-Financial Markets, PwC

Sameer Hussain
Director of Operations, HalseyPoint Asset Management

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

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

Lyuba Petrova
Head of U.S. Leveraged Finance, Fitch Ratings

Bo Williams
Head, Aquarian Credit Partners

Amanda Lazier
Partner, Maples Group

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

Tracy Feng
Senior Counsel, Allen & Overy LLP

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

Joanna Nicholas
Counsel, Mayer Brown LLP

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