The Annual CLO Industry Conference 2024 | Deal Catalyst | 29 April 2024 | New York Marriott Marquis, 1535 Broadway, New York, NY 10036

This second annual day-and-a-half conference is drafted by LSTA Leadership and Committee members to ensure high-quality, industry-led programming featuring an additional emphasis on the leveraged loans market, the building blocks. This event is hosted in conjunction with the 2023 U.S. Awards dinner.

This is the only annual conference that features both the support of the industry trade association as well as the top tier arranger banks, making it the ideal venue to host manager and investor meetings to promote deal flow in the market. Vital 1:1 issuer and investor meetings will take place over the two days.

The LSTA serves as the industry trade association and voice of the syndicated loan market, and establishes standards, develops market practices, and influences the market’s direction.

Who Should Attend:
• CLO Issuers (BSL, Middle Market, Project Finance, CRE)
• CLO Investors (Hedge Funds, Insurance Companies, Asset Managers, Pension Plans)
• Investment Banks
• Rating Agencies
• Law Firms
• Trustees
• Financial Technology Firms & Data Providers

2024 Speakers

KEYNOTE SPEAKERS:

Jay Clayton
Sr Policy Advisor & Of Counsel, Sullivan & Cromwell

Gretchen Lam
Chief Executive Officer, Octagon Credit Investors

Torsten Slok
Partner and Chief Economist, Apollo Global Management

Thomas Wong
Partner & Portfolio Manager, Oak Hill Advisors LP

SPEAKERS:

Christopher Terry
Managing Director, AB Private Credit Investors

Elizabeth Legunn
Principal, Ares

Sara McGinty
Managing Director, Ares Management

Ali El Ghorfi
Head of Capital Markets, AXA Investment Management

Stephanie Walsh
Partner, Head of US CLOs, Bain Capital Credit

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

Pratik Gupta
Managing Director, Head of CLO & RMBS Research, Bank of America Securities

Bradley Rogoff
Head of FICC Research, Barclays

Patrick Wolfe
Managing Director, BlackRock

Zaheen Mir
Managing Director, Blackstone Credit

Jerry DeVito
Managing Director, Blue Owl Capital

Thomas Kramer
Director, BMO Asset Management Corp.

Jonathan Phair
Director, BofA Securities

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

Arlene Shaw
Managing Director, Brightwood Capital Advisors

Robert Villani
Partner, Clifford Chance US LLP

Amir Vardi
Head of Structured Credit, CSAM

Carlo Ingato
Associate, DLA Piper

Joseph Mezyk
Analyst, DoubleLine Capital

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

Daniel Wohlberg
Principal, Eagle Point

Dan Goldberg
Senior Manager, EY

Derek Miller
Managing Director, Fitch Ratings

Shiloh Bates
Chief Investment Officer, Flatrock Global

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

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

Jared Worman
Managing Director, Head of US CLO Management, HPS Investment Partners

Ian Gilbertson
Unknown, Invesco

Gabriele Gramazio
Senior Director, KBRA

Pramit Mukherjee
Senior Director, Investments, Legal & General

Andrew Berlin
Vice President, Director of Policy Research, LSTA

Ellen Hefferan
Executive Vice President of Operations & Accounting, LSTA

Tess Virmani
Deputy General Counsel & EVP - Head of Policy, LSTA

Sagi Tamir
Partner, Mayer Brown LLP

Lana Deharveng
VP – SF Legal Review, Moody's Ratings

Wen Li
Senior Director & Manager – Financial Engineer, Moody’s Analytics, Inc.

Eileen Ho
Partner, Morgan, Lewis & Bockius LLP

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

John Brodbine
Executive Director, Morgan Stanley Eaton Vance Management

Serhan Secmen
Senior Managing Director, Napier Park

Michael Moriarty
Executive Director, Natixis

Tanvi Gupta
Global head of CLOs, 9fin

Chris Saltaformaggio
Senior Director, NYL Investors

Vitaliy Kozak
Chief Product Officer, Octaura

Ted Xiao Guo
Managing Director, Head of Structured Credit, Ontario Teachers’ Pension Plan

Eugene Ferrer
Partner, Paul Hastings

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

Jake Wentworth
Vice President and Corporate Counsel, PGIM Fixed Income

Jason Duko
Executive Vice President, Portfolio Manager, PIMCO

Justin Kelloway
Manager, PwC

Hugh Minch
Deputy Editor, Reorg

Craig Stein
Partner, Schulte Roth & Zabel

Steven Kolyer
Partner, Sidley Austin LLP

Paul Livanos
Vice President, Sales, Siepe

Daman Pope
Director, SMBC

Shuichi Kiyanagi
Head of Credit Investment, Sumitomo Mitsui Trust Bank

Belinda Ghetti
Managing Director, Co-Head US Structured Credit CLO, S&P Global Ratings

Daniel Hu
Director, U.S. Structured Credit CLO, S&P Global Ratings

Ramki Muthukrishnan
Managing Director, Head, U.S. Leveraged Finance, S&P Global Ratings

Steve Wilkinson
Managing Director & Sector Lead, Leveraged Finance & Recovery, S&P Global Ratings

Chuck Chakrala
Global Director, Sound Point Capital

Ben Simmers
Director, Solutions Management, SS&C Advent

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

Cynthia Sachs
Founding Chief Executive Officer, Versana

Kashyap Arora
Managing Director and Co-CIO, Vibrant Capital Partners

Andrew Bayerl, CFA, CAIA
Investment Director, Wellington Management

2024 Sponsors

EQUITY SPONSORS:
• BofA Securities
• Deloitte
• J.P Morgan
• Moody's
• Morgan Lewis
• RBC
• S&P Global
• Wells Fargo

AAA SPONSORS:
• BNP Paribas
• Deutsche Bank
• EY
• Goldman Sachs
• KBRA
• Paul Hastings
• Reorg
• SMBC

AA SPONSORS:
• Allen & Overy
• Barclays
• CIBC
• Clifford Chance
• DLA Piper
• Finsight
• Fitch Ratings
• Intex
• Jefferies
• KPMG
• Mayer Brown
• Natixis Corporate and Investment Banking
• Octaura
• PwC
• Santander Corporate & Investment Banking
• Schulte Roth + Zabel
• Sidley
• SS&C Advent
• US Bank

A SPONSORS:
• Greensledge
• MUFG
• PitchBook
• Scotiabank
• Siepe
• Societe Generale

MEZZANINE SPONSORS:
• Broadridge
• Citi
• Computershare
• Dealscribe
• Milbank
• Sky Road Galaxy
• Solve
• Valitana
• Western Alliance Trust Company

WIFI & LANYARD SPONSOR:
• Nearwater Capital

DELEGATE BADGE SPONSOR:
• Versana