The Annual CLO Industry Conference 2023 | Loan Syndications & Trading Association (LSTA) | 16 May 2023 | New York Marriott Marquis, 1535 Broadway, New York, NY 10036, USA

The one-and-a-half-day agenda will feature an enhanced focus on the foundation of CLOs with extensive coverage of the leveraged lending market. Topics will include leveraged loan performance, assessing the health of corporate credit in the U.S., outlook for sectors (energy, healthcare, technology), M&A activity, and the impact of global volatility on the syndicated loan market. The program will also cover new structural trends in CLOs, ESG developments, emerging asset types for CLOs, and investor views on CLO equity and debt.

As always, our program is drafted in consultation with LSTA CLO Committee, ensuring the same quality and timely content associated with DealCatalyst events. 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.

2023 Speakers

Hester M. Peirce
Commissioner, U.S. Securities and Exchange Commission

David Golub
President, Golub Capital

Peter Gleysteen
Chief Executive Officer & Chief Investment Officer, AGL Credit Management

Brian McKeon
Head Loan Trader, AGL Credit Management

Lawrence Berkovich
Partner, Allen & Overy

David Lazar
Global Head of Product Delivery Architecture, Product Manager, Public Credit, Allvue Systems

Michael Kashani
Head of ESG Credit, Apollo Global Management

Dan Hayward
Partner/Portfolio Manager, Ares Management

Elizabeth Legunn
Principal, Ares Management Corporation

Matthew Leventhal
Senior Portfolio Manager, AXA Investment Management

Stephanie Wals
Managing Director and Portfolio Manager, Bain Capital

Andrew Goldstone
Senior Trader - US CLO Trading, Bank of America Securities

Ankit Aggarwal
Managing Director, BofA Securities

David Trepanier
Managing Director, BofA Securities

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

Pratik Gupta
Director, Bank of America Securities

Rishi Bansal
Chief Investment Officer, BankUnited

Bradley Rogoff
Managing Director, Barclays

John Clements
Head of US CLO Origination and Syndication, Barclays

Jason Choi
Portfolio Manager, BlackRock

Patrick Wolfe
Managing Director, BlackRock

Victoria Chant
Managing Director, Blackstone

Jerry DeVito
Managing Director, Blue Owl Capital

Andrew Petitjean
Global CLO Portfolio Manager and Partner, Brigade Capital Management

Justin Pauley
Head of CLO Capital Markets/Partner, Brigade Capital

Neil Weidner
Partner, Cadwalader, Wickersham & Taft

Michael Kurinets
CIO and Portfolio Manager, Capra Ibex Advisors

Kelli Marti
Senior Managing Director, Churchill Asset Management

Laurence Assip
Head of CLO Trading, Citi

Timothy Maloney
Head of Loan Portfolio Trading, Citigroup Global Markets

Rebecca OBrien
Partner, Clifford Chance

Robert Villani
Partner, Clifford Chance

Amir Vardi
Head of Structured Credit, CSAM

Joshua Shedroff
Portfolio Manager, CSAM

Kimberly Frazier
Managing Director, Crescent Capital Group

Gretchen Bergstresser
Partner, Global Head of Performing Credit, CVC Credit Partners

Jade Friedensohn
Chief Executive Officer, DealCatalyst, INC

Wick Egan
Associate Director, Business Development and Operations, Egan-Jones Ratings

Daniel Wohlberg
Director, Eagle Point

Thomas Majewski
Managing Partner & Founder, Eagle Point

Adrian Marshall
Chief Executive Officer & Co-Chief Investment Officer, Elmwood Asset Management

Jonathan Horowitz
Managing Director & Head of Structured Liabilities, Fortress Investment Group

Mort Haque
Partner, GoldenTree Asset Management

Amit Roy
Managing Director, Head, US CLO New Issue, Goldman Sachs

Lotfi Karoui
Managing Director, Chief Credit Strategist, Goldman Sachs

Alan George
Managing Director, Head of Structured Products, Golub Capital

Mark David
Managing Director, GreensLedge

Matthew Natcharian
Head Portfolio Manager, GreensLedge Asset Management

Mark Mahoney
President and CEO, Gulf Stream Asset Management

Ian Gilbertson
Portfolio Manager, Invesco

Kevin Petrovcik
Managing Director, Invesco

Corey Geis
Portfolio Manager / Head of Trading & Capital Markets, Investcorp Credit Management US

John Eanes
Co-Chief Executive Officer, Irradiant Partners

Doug Nicholson
Portfolio Manager, J.P. Morgan Chase & Co.

Sean Griffin
Managing Director, J.P. Morgan Chase & Co.

Joseph Guzzi
Senior Vice President - Head of CLO Trading, Jefferies

Ilaria Flesicher
Vice President, KKR

Nathan Gabig
Partner - Deal Advisory, ESG Strategy & Renewable Energy Finance, KPMG

Pramit Mukherjee
Senior investment Manager, Legal & General

David Graubard
US Senior Reporter, CLO Market, LevFin Insights

Ellen Hefferan
Executive Vice President of Operations & Accounting, Loan Syndications & Trading Association

Elliot Ganz
Head of Advocacy and Co-Head of Public Policy, LSTA

Lee Shaiman
Chief Executive Officer, LSTA

Meredith Coffey
EVP of Research and Co-Head of Public Policy, LSTA

Ted Basta
EVP, Market Analytics & Investor Strategy, LSTA

Tess Virmani
DGC & EVP - Public Policy, Head of ESG, LSTA

Jennifer Han
Executive Vice President, Chief Counsel & Head of Global Regulatory Affairs, Managed Funds Association

Karen Lau
Senior Portfolio Manager, Marathon Asset Management

Arthur Rublin
Partner, Mayer Brown LLP

Sagi Tamir
Partner, Mayer Brown LLP

Joseph Rotondo
Senior Portfolio Manager, Managing Director, MidOcean Partners

Peter Sallerson
Senior Director, Moody’s Analytics

Algis Remeza
Associate Managing Director & Head of the US CLO and Structured Credit New Ratings, Moody's Investors Service

Paul St. Lawrence
Partner, Morgan Lewis

Tamar Keil
Of Counsel, Morgan Lewis

Srikanth Sankaran
Managing Director, Morgan Stanley

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

John Brodbine
Executive Director, Morgan Stanley Eaton Vance Management

Asif Khan
Managing Director, Global Head of CLOs, MUFG Securities

Someera Khokhar
Founder and Chief Executive Officer, Nammu21

Serhan Secmen
Senior Managing Director, Napier Park

Buo Zhang
Managing Director, Nuveen

Chris Saltaformaggio
Senior Director, NYL Investors

Jeffrey Cohen
Managing Director, Head of ESG & Sustainability, Oak Hill Advisors

Brian Bejile
Chief Executive Officer, Octaura

Howard Cohen
Head of Loan Execution, Octaura

Lauren Law
Portfolio Manager, Octagon Credit Investors

Matt Bloomfield
Managing Director / Portfolio Manager / Head of Leveraged Lending, Palmer Square Capital Management

Jeremy Evans
Of Counsel, Paul Hastings

Connor Byrnes
Portfolio Manager - CLO Tranche Investing, PGIM Fixed Income

Edwin Wilches
Managing Director, Co-Head of Securitized Products, PGIM Fixed Income

Jacob Wentworth
Vice President and Corporate Counsel, PGIM Fixed Income

Ronni Neeman
Head of CLO Research, PGIM Fixed Income

Jason Duko
Executive Vice President, Portfolio Manager, PIMCO

Jim Stehli
Co-Lead, CLO Platform, Polen Capital

Sarah Gefter
Managing Director, Americas Credit, Reorg

Tejs Broberg
President, FinDox, Reorg

Olga Chernova
Founder and CIO, Sancus Capital Management LP

Craig Stein
Partner, Schulte Roth & Zabel

Josh Eisenberger
Head of U.S. CLO Management, Sculptor Capital Management

Steven Kolyer
Partner, Sidley

Michael Pusateri
Chief Executive Officer, Siepe

Ujjaval Desai
Portfolio Manager, Sound Point Capital Management

Nick Nolan
Vice President, Product Development and Solutions Consulting, SS&C Advent

Mike Pang
Principal and Portfolio Manager, Tetragon Credit Partners

Sharad Dutta
Chief Technology Officer, The Carlyle Group

Matthew Clarkin
Senior Vice President, Product Management, U.S. Bank

David Kamp
Chief Technology Officer, Versana

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

Pablo Rios
Director, Vibrant Capital Partners

Neil Delap
Fixed Income Analyst, Wellington Management

2023 Sponsors

EQUITY LEVEL SPONSORS:
• Bank of America
• Cadwalader, Wickersham & Taft LLP
• J.P. Morgan
• Moody's
• Morgan Lewis
• Octaura
• RBC Capital Markets
• SMBC

AAA LEVEL SPONSORS:
• Barclays
• Goldman Sachs
• Mayer Brown
• Wells Fargo

AA LEVEL SPONSORS:
• Allen & Overy
• Citi
• Clifford Chance
• Jefferies
• KPMG
• MUFG
• Paul Hastings
• Reorg Research
• Schulte Roth & Zabel
• SS&C Advent
• U.S. Bank
• Versana

A LEVEL SPONSORS:
• Coefficient Markets
• Deloitte
• Egan-Jones Ratings Company
• Finsight
• Greensledge
• NAMMU21
• S&P Global
• Sidley
• Siepe
• Societe Generale
• Virtus

MEZZANINE LEVEL SPONSORS:
• Allvue
• Broadridge Financial Solutions, Inc.
• Citadel SPV LLC
• Computershare
• DLA Piper
• Fitch Ratings
• Intex Solutions, Inc.
• KBRA
• Maples Group
• SOLVE
• Wilmington Trust

SUPPLEMENTAL BRANDING SPONSORS:
• Citadel SPV LLC
• Golub Capital
• Nearwater Capital
• Octaura
• Schulte Roth & Zabel
• SMBC
• Versana

ASSOCIATION SUPPORTERS:
• 100 Women in Finance
• ESG Integrated Disclosure Project
• Managed Fund Assocation
• Melanoma Research Alliance