Agenda

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

video
 

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

video

 

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

video
 

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

video
 

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

video
 

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