Skip Main Navigation
Page Content

Save This Event

Event Saved

The Soho Loft Supports Opal Group: CLO Summit 2016

Sunday, December 4, 2016 at 11:00 AM - Tuesday, December 6, 2016 at 11:30 AM (PST)

The Soho Loft Supports Opal Group: CLO Summit 2016

Ticket Information

Use promotional code to access tickets.

Share The Soho Loft Supports Opal Group: CLO Summit 2016

Event Details

 

 

 

 


 

Displaying Victoria Global LOGO.jpg 

 

and

 


 

 

 

 

Support

 

 

 


 

 

 

 


 

 CLO Summit 2016

Monarch Beach Resort

Dana Point, CA

December 04-06, 2016

To register for this event, click HERE


 

Opal Group is proud to present our CLO Summit. The CLO 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. This event promises to be the "must attend" CLO event of 2016.


 AGENDA:

Sunday, Dec. 04, 2016

11:00am

Exhibit Setup / Registration

3:00pm

Opening Remarks

Director, Deloitte & Touche LLP

Managing Director, Moody's Investors Service

3:10pm

CLO HEDGES & ALTERNATIVE STRUCTURES

  • Total return swaps, interest rate swaps and options
  • CLO warehouses
  • Leveraged loan exposure
  • Cash flow hedging

Moderator:

Counsel, SEWARD & KISSEL LLP

Panelists:

Managing Director, Macquarie Capital (USA) Inc.

Portfolio Manager, Sancus Capital Management LP

Partner, Kaye Scholer LLP

3:30pm

THE AAA CONUNDRUM, WHAT WOULD BREAK THE IMPASSE?

  • Why aren’t many pension funds and investment managers buying AAA CLO paper?
    – Structural issues, liquidity, regulatory reform
  • Should there be room for CLOs as investments in large corporate cash portfolios?

Panelist:

President, Prime II Management LLC

4:00pm

THE CURRENT STATE AND OUTLOOK FOR THE CLO MARKET

Moderator:

TBA, GOLDMAN SACHS

Panelists:

Partner & Managing Director, Fortress Investment Group

Senior Director, Corporate Ratings, S&P Global Ratings

Partner, DLA Piper LLP (US)

Managing Director- Structured Finance, Moody's Investors Service

Partner, Advisory, KPMG

5:15pm

Cocktail Reception

 

Monday, Dec. 05, 2016

7:00am

Breakfast

8:00am

Welcoming Remarks

Director, Deloitte & Touche LLP

Managing Director, Moody's Investors Service

8:15am

INVESTOR ROUNDTABLE

Moderator:

TBA, BNP Paribas

Panelists:

Senior Analyst, Ares Management

Portfolio Manager, Neuberger Berman Fixed Income

Managing Director, ZAIS Group

President and Chief Investment Officer, Glacier Lake Capital Advisors

Managing Member, Rion Capital

9:00am

EVALUATING LEVERAGED LOAN  MARKET PERFORMANCE AND DIRECTION

Moderator:

Managing
Director, U.S. Head Corporate
Ratings, Fitch Ratings

Panelists:

Co-President & Chief Investment Officer, CIFC Asset Management

Senior Vice President, TCW

Senior Director, Analytical Manager, Corporate Ratings, S&P Global Ratings

9:45am

ISSUER ROUNDTABLE

Moderator:

TBA, Goldman Sachs

Panelists:

Founding Partner and Senior Portfolio Manager, GoldenTree Asset Management, LP

Principal and Head Trader, Kingsland Capital Management

Vice President - Leveraged Loans, 40|86 Advisors

Managing Director, NewStar Capital

Chief Executive Officer, MJX Asset Management LLC

10:30am

Refreshment Break

10:45am

HOW TO ANALYZE STRUCTURAL FEATURES OF A CLO

  • The latest and greatest in CLO structures and what new structural features to expect in 2016
  • CLO pricing and its impact on structure
  • The latest developments in features such as reinvestment, WAL tests, Cov-Lite Loans and Repricings

Panelists:

TBA, Fitch Ratings

TBA, Ashurst

Senior Vice President, Moody's Investors Service

Senior Manager, Ernst & Young

11:30am

VALUATION, ANALYSIS & COMMUNICATION:

Recent Markets and Challenges of Valuation from both Intrinsic or Current Price Determination

Moderator:

CEO, NewOak Asset Management

Panelists:COO & Co-Founder, DealVector

12:15pm

Lunch

1:30pm

RELATIVE VALUE IN THE CLO MARKET

Moderator:

Managing Director, Wells Fargo Securities, LLC

Panelists:

Managing Director,
Senior Portfolio Manager, Structured
Products, CIFC Asset Management

Portfolio Manager, HPS Investment Partners, LL

Executive Director, Nomura Securities International Inc

2:15pm

CLO MANAGERS ROUNDTABLE – STATE OF THE ART

Moderator:

Partner, Latham & Watkins LLP

Panelists:

Senior Managing Director, Black Diamond Capital Management

Portfolio Manager, Onex Credit Partners LLC

Managing Director, DFG Investment Advisors

CEO & CIO, Octagon Credit Investors, LLC

Senior Portfolio Manager,
Alcentra

TBA, Columbia Threadneedle Investments

3:00pm

CLOS 2.0

Re-Pricings, Refinancings & Resets

  • Current refinancing activity this year and how does it compare to last year?
  • What are the main drivers/obstacles for refi’s?
  • What other documentation changes you see in addition to reducing spreads?
  • What is the outlook for refinancings in 2016?

Risk Retention

  • How has risk retention impacted the issuance of CLOs 2.0?

The Impact of oil and gas prices on CLO performance

  • How has the decline in oil and gas prices impacted CLO performance, including NAVs, secondary pricing, reinvestment capabilities, and OC/IC effects?

What are some of the recent challenges in constructing and maintaining a CLO

Moderator:

Senior Manager, Deloitte & Touche LLP

Panelists:

Senior Director, Analytical Manager, Structured Credit, S&P Global Ratings

Of Counsel, Paul Hastings LL

Redding Ridge Asset Management

Assistant Vice President, Jefferies LLC

3:45pm

Refreshment Break

4:00pm

BEST PRACTICES – OPERATIONAL ISSUES FOR MAINTAINING A CLO

Panelists:

Managing Director, Black Mountain Systems

Managing Director, WSO Head of Strategy, IHS Markit

Partner, Ernst & Young

4:45pm

OPPORTUNITIES AND OBSTACLES IN THE EUROPEAN CLO MARKET

  •  Looking back on 2015 and Forward to 2016
  • Drawing distinctions between the US and European CLO markets
  • How Europe is managing risk retention
  • Leveraged Loans: Supply and demand
  • Landscape of collateral managers:  Moving from consolidation to diversification
  • European regulatory landscape—CRA3, CRR, AIFMD, EMIR and others

Panelists:

Chief Executive Officer, Serone Capital Management LLP

Partner, Milbank, Tweed, Hadley & McCloy

Senior Director, Fitch Ratings

Head of Credit, Carmignac

5:30pm

Cocktail Reception

 

 

Tuesday, Dec. 06, 2016

8:00am

Breakfast

9:00am

Welcoming Remarks

Director, Deloitte & Touche LLP

Managing Director, Moody's Investors Service

9:15am

MIDDLE MARKET

Moderator:

Director, Structured Credit, S&P Global Ratings

Panelists:

Managing Partner, Tennenbaum Capital Partners LLC

Managing Director, Star Mountain Capital, LLC

Special Counsel, Milbank, Tweed, Hadley & McCloy LLP

Senior Managing Director, Cerberus Capital Management

Moody’s

10:15am

RESEARCHER’S ROUNDTABLE

  • How attractive are CLOs from a relative value perspective right now:
  • o    Across the CLO capital stack?
  • o    Compared to other asset classes?
  • Does the market appropriately differentiate pricing based on the collateral manager?
  • With weakening loan fundamentals / rising defaults anticipated:
  • o    What are the implications to the CLO market?
  • o    How can collateral manager style / strategy impact performance?
  • Risk Retention:
  • o    How is / will this impact the CLO market?
  • o    Can we learn anything from Europe?
  • What changes have you seen in the CLO buyer base over the past year?
  • What is your 2016 CLO Outlook for US & Euro CLOs (e.g., issuance, redemptions , key themes, etc.)

Panelist:

Research Analyst, Deutsche Bank

11:30am

Conference Concludes

12:30pm

GOLF

 

 

 

 

Have questions about The Soho Loft Supports Opal Group: CLO Summit 2016? Contact the organizer

Save This Event

Event Saved

When & Where

Monarch Beach Resort
Dana Point, CA 92629

Sunday, December 4, 2016 at 11:00 AM - Tuesday, December 6, 2016 at 11:30 AM (PST)


  Add to my calendar
The Soho Loft Supports Opal Group: CLO Summit 2016
Things to do in Dana Point, CA Conference Business

Please log in or sign up

In order to purchase these tickets in installments, you'll need an Eventbrite account. Log in or sign up for a free account to continue.