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
Break
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
Break
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
Break
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
Break
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
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