CLO Summit 2024 | Opal Group | 4 December 2024 | Waldorf Astoria Monarch Beach, 1 Monarch Beach Resort N, Dana Point, CA 92629, USA

This 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.

2024 Speakers

MODERATORS:

Robert Villani
Partner, Clifford Chance US LLP

Alex Cormas
SVP, Head of CLO Business Development, UMB Bank

Asif Khan
Head of Capital Markets/Co-Head Securitized Products Group, Natixis

Jon Hodges
SVP, Head of Credit Solutions, FIS

Aleksandr Lobanov
Advisory Managing Director / Co-Head of Securitization CLO Advisory Business, Deloitte

PANELISTS:

Sam DeRosa-Farag
Partner, Centennial3

Christopher Terry
Managing Director, Head of Structured Products, AB Private Credit Investors

Nick Losey
Managing Director, Barrow Hanley Global Investors

Adam Roston
Senior Director, Head of CLO & Loans, BNY

Daniel Wohlberg
Principal, Eagle Point Credit Management

SPEAKERS:

Jamie Flannick
US CLO Research, Deutsche Bank

Patricia Luscombe
Managing Director, Lincoln International

Kareem Robinson
Head of Capital Markets, Cayman Islands, Ocorian

Jon R. Brager
Managing Director Portfolio Manager, Palmer Square Capital Management LLC

Mak Pitke
Senior Vice President, Antares Capital LP

Alexander Dennis
Managing Director, Capital One

Sean Malone
Co-Head of Global Structured Credit, KBRA

Christopher Gilbert
Co-head, Securitized Products Group, Natixis

Daniel Oshinsky
Partner, Schulte Roth & Zabel LLP

Allan Schmitt
Managing Director, Wells Fargo Securities

David Nochimowski
Global Head of CLO & ABS Strategy, BNP Paribas

Derek Yaworsky
Managing Director, GreensLedge

Jason Duko
Executive Vice President Portfolio Manager, PIMCO

Olga V. Chernova
CIO & Portfolio Manager, Sancus Capital Management LP

Darren Schlissel
Senior Director, Fixed Income, Texas Municipal Retirement System

John Partenza
Product Manager, Broadridge

Brian Conroy
CEO & Founder, Bixby Research & Analytics

Marc Levine
Managing Director, Moody's

Vitaly Kozak
Chief Product Officer, Octaura

Craig Wagner
SVP of Sales, Solve

Bob Troyer
Director of Product, Wilmington Trust

Sergei Markov
Vice President, Goldman Sachs

Aniket Deshpande
VP Senior Credit Officer/Manager, Moody's Ratings

Bryan Rivers
Head of US CLO Syndicate, Morgan Stanley

Stevy Desir
Managing Director, ONEX CREDIT

Reginald Fernandez
Head of US Securitized Product Group Syndicate, Natixis

Matthew Clarkin
CLO Product Manager, U.S. Bank

2024 Sponsors

TITANIUM SPONSORS:
• Citi
• Moody's

PLATINUM SPONSORS:
• Bank of America
• BNP Paribas
• Computershare
• CreditSights
• Dechert LLP
• Deloitte
• Fitch Ratings
• Goldman Sachs
• J.P. Morgan
• Morgan Stanley
• Natixis
• Nomura
• Paul Hastings
• RBC Capital Markets
• S&P Global Ratings
• Scotiabank
• SMBC
• Societe Generale
• US Bank
• Wells Fargo

GOLD SPONSORS:
• A&O Shearman
• Allvue
• Barclays
• BMO
• Cadwalder
• Deutsche Bank
• DLA Piper
• EY
• FIS
• Greensledge
• Jefferies
• KBRA
• KPMG
• Lincoln International
• Mayer Brown
• Milbank
• Morgan Lewis
• MUFG
• PWC
• UMB
• Wilmington Trust

SILVER SPONSORS:
• Ally
• BNY
• Capital One
• Chapman
• Clifford Chance
• Kirkland & Ellis
• KopenTech
• Mizuho
• Ogier
• Octus
• Santander
• Schulte Roth + Zabel
• Siepe
• TMF

BRONZE SPONSORS:
• Antares Capital
• Bloomberg
• Broadridge
• Cleary Gottlieb
• Dentons
• Kanerai
• Maples Group
• Octaura
• Polen Capital
• Semeris
• Solve
• SS&C Advent
• Western Alliance Bancorporation

EXHIBITOR SPONSORS:
• AlterDomus
• BSX
• Cayman Islands Stock Exchange
• Dealscribe
• Intex
• Ocorian
• Seward & Kissel LLP
• Sky Road
• Third Bridge

GENERAL & WIFI SPONSORS:
• CIBC
• Latham & Watkins
• Morningstar
• Versana
• Nearwater Capital