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Event Date | Wed Jun 15 EDT (in 23 days) |
Location |
Pier Sixty
Pier 60, Chelsea Piers, New York, NY 10011, USA |
Region | Americas |
Historically, CLOs have been predominantly collateralized by Broadly Syndicated Loans (BSLs). As of late, however, there has been a marked uptick in middle market CLOs. Fueled by capital in-flows and the introduction of new market lenders providing collateral, was a banner year for new issuance totaling nearly $19 billion. Volumes are expected to remain robust as Middle Market CLOs appeal to both managers and investors both as an area of diversification and as a structure that has shown resilience through the pandemic.
As an alternative to syndicated loans to fund small- to mid-market deals, direct lending activity by asset managers has similarly skyrocketed. As private debt matured, more lenders emerged. Institutional investors are increasingly attracted by higher yields, higher allocations, quicker execution, consistent risk-adjusted returns.
Hosted in partnership with the LSTA, this inaugural Middle Market CLO and Direct Lending conference provides an opportunity for the market to network and discuss these important trends in middle market financing. Our program is drafted in consultation with LSTA leadership, and the Middle Market CLO/Direct Lending Advisory Board, ensuring timely and relevant content. Sponsors will receive access to a secure virtual data room and electronic roadshow to showcase forthcoming deals or manager profiles with participants before, during, and after the event.
2022 Speakers
Bettina Baban
Managing Director, Investor Relations Audax Private Debt
Jessica Nels
Managing Director, Head of Capital Markets Churchill Asset Management LLC
Jay Ramakrishnan
Managing Director, Head of Originations and Founding Member
AB Private Credit Investors
MODERATOR
Chaitali Patel
Chief Impact Officer, 100 Women in Finance
Sohaib Naim
Director, Credit Financing BNP Paribas
Kevin Sunday
Managing Director, Asset Backed Finance
Brian Garfield
Managing Director, Lincoln International LLP
Nate Spanheimer
Partner Cadwalader, Wickersham & Taft
Prabu Soundararajan
Executive Director, Morgan Stanley
Alexandra Middleton
Director, Head of US CLO Structuring BNP Paribas
Nii Doodoo
Executive Director, Morgan Stanley
Chris Gilbert
Head of US CLO Banking, Natixis
PANELISTS
Joanne De Silva
Partner, Mayer Brown
Andy Frank
Partner, Managing Director Fortress Investment Group
Daniel Lepore
Managing Director and Head of Liability Management, PennantPark Investment Advisers
Lee Shaiman
Executive Director, Loan Syndication and Trading Association
Jade Friedensohn
Chief Executive Officer, DealCatalyst
Jerry van Koolbergen
Managing Director, Structured Credit DBRS Morningstar
Derek Miller
Managing Director, Fitch Ratings
Daniel Strong
Executive Director, Sumitomo Mitsui Banking Corporation
Bill Casperson
Managing Director and Co-Portfolio Manager, Oaktree Capital Management
Carey Davidson
Managing Director, Head of Capital Markets Monroe Capital
Stephan Kuppenheimer
Global Head of Capital Formation, Blackstone Credit
Meredith Coffey
Executive Vice President, Research & Public Policy Loan Syndications & Trading Association
Elliot Ganz
General Counsel and Co-Head of Public Policy, Loan Syndications and Trading Association
Elizabeth Hermann Smith
Partner, Mayer Brown
Michael Hadley
The Carlyle Group Managing Director and Head of Underwriting, Direct Lending
Dan Harris
Senior Director, Fitch Ratings
Mindy Naylor
Managing Director, Golub Capital
Elizabeth Legunn
Principal, Alternative Credit Ares Management
Ricky Li
Managing Director, Panagram
Michelle Liu
Structured Credit, KKR
Jerry DeVito
Managing Director, Head of Structured Products and Fund Finance Blue Owl Capital
Michael Herzig
Senior MD, First Eagle Alternative Credit
Kelli Marti
CLO Portfolio Manager, Churchill Asset Management LLC
Mark David
Head of Middle Market CLOs, GreensLedge
Eric Hudson
Senior Managing Director, Kroll Bond Rating Agency (KBRA)
Shan Lai
Senior Analyst, Moody's Investors Service
2022 Sponsors
LEAD SPONSORS:
• BNP Paribas
• FitchRatings Covenant Review
• Morgan Stanley
• NATIXIS Corporate and Investment Banking
• SMBC
• Wells Fargo
PARTNER SPONSORS:
• CADWALADER
• Dechert LLP
• Moody's
• Paul Hastings
• SchulteRoth&Zabel
ASSOCIATE SPONSORS:
• BofA SECURITIES
• MorningStar DBRS
• Finsight
• greensledge
• KBRA
• Lincoln Internarional
• MUFG
• usbank
EXHIBITOR SPONSORS:
• citadel SPV
• Winston & Strawn LLP