SCI's 2nd Annual Middle Market CLO Seminar

25 February 2021 | Virtual Event


Join SCI for the 2nd Annual Middle market CLO Seminar

Middle market CLO primary issuance has begun to pick up once again as the sector recovers from its specific Covid crisis difficulties. This second SCI Middle Market CLO seminar provides an opportunity for the market to meet and discuss performance patterns and expectations, new structuring trends, relative value opportunities and what the post-new normal future is for the sector. Powerful networking opportunities abound. Get updated on deals, regulations, emerging issuers and significant investors.

Bronze Sponsors

09:50 AM Eastern Time

Opening Remarks

10:00 AM Eastern Time

Measuring Performance

As the MM CLO space appears to be finding its feet again after the first wave of the Covid crisis, how did it really fare during it and was there any lasting damage done?

Panel includes:
Lawrence Berkovich – Allen & Overy (Moderator)
Kelli Marti – Churchill Asset Management
Pratik Gupta – BofA Securities
Sean O’Keefe – Audax Private Debt


10:45 AM Eastern Time


11:10 AM Eastern Time

Structural Innovations

MM deals are utilising structural tweaks such as delayed double-Bs first seen in the BSL market, what other structural innovations can they borrow and what should they create for themselves?

Panel includes:
Nicholas Robinson – Allen & Overy (Moderator)
Mark David – GreensLedge Capital Markets
Angélique Pieterse – PGGM
Christopher Gilbert – Natixis
Jerry DeVito – Owl Rock Capital Partners



11:55 AM Eastern Time


12:20 PM Eastern Time

Trading Opportunities

Roundtable MM CLO secondary market relative value explored

Panel includes:
Mark Fontanilla – Mark Fontanilla & Co.
Reginald Fernandez – Natixis
Milen Shikov – AIG


01:05 PM Eastern Time


01:50 PM Eastern Time

Private Debt

Private debt is the engine room of the MM CLO market, how has the sector performed under the pressure of the events of 2020 and what has been the impact on MM CLOs?

Panel includes:
Christopher Bell – Schulte Roth & Zabel (Moderator)
David Yu – Goldman Sachs BDC
Jessica Nels – Churchill Asset Management
Dinko Angelov – Audax Private Debt
Jeff Walwyn – Owl Rock Capital Partners


02:35 PM Eastern Time


03:20 PM Eastern Time

The Future

The Covid crisis has revealed both strengths and weaknesses in MM CLOs, how can the market accentuate the positives and build for growth in the months and years ahead and how will the new political environment affect the asset class?

Panel includes:
Daniel Oshinsky – Schulte Roth & Zabel (Moderator)
Elliot Ganz – LSTA
Kevin Sunday – Wells Fargo Securities
Glen Leppert – DBRS l Morningstar
Alexander Dennis – Capital One
Kevin McLeod – Cerberus


04:05 Eastern Time – 05:05 Eastern Time

Networking Event

Our AI matchmaking networking algorithm allows you to connect with your peers, for quick 1:1 or small group video conversations