2025 Investing in the U.S. Corporate Loan and CLO Markets Conference

DAY 1 - THE PRIVATE CREDIT MARKET: NOVEMBER 12, 2025

11:15 am - 12:15 pm
Registration
12:15 pm - 1:15 pm
Networking Lunch
1:15 pm - 1:25 pm

Speaker

  • SEAN GRIFFIN, CEO and Executive Director, LSTA
1:25 pm - 2:15 pm
  • Portfolio Strengths and Pressure Points
  • Deal Terms and Structures
  • Financing Tools: Private Credit CLOs and Asset Based Lending
  • Capital Flows, Formation and Liquidity
  • APAC Investor and Lender Impacts

Moderator

  • ANDREW BERLIN, Vice President, Director of Policy Research, LSTA, Inc.

Speakers

  • DEREK FIN, Head of APAC Private Credit, Senior Client Portfolio Manager, Invesco
  • THOMAS HENNIGAN, Chief Operating Officer and Chief Risk Officer of Direct Lending, The Carlyle Group
  • DAI IKEDA, Head of Credit Group, Sumitomo Mitsui Trust Investment
  • JOYCE JIANG, Head of US CLO Research, Leverage Finance Credit Strategist, Morgan Stanley
  • DAVID MANZANO, Managing Director, Golub Capital
2:15 pm - 3:05 pm
  • Global Strategies and Market Opportunities
  • Portfolio Construction and Differentiation
  • Management of PCLOs vs. BSL CLOs
  • Deployment Discipline, Due Diligence and Underwriting Standards
  • Investor Alignment, Customization and Transparency

Moderator

  • ERICA FRONTIERO, Chief Executive Officer, EF Advisors

Speakers

  • PATRICK LINNEMANN, Senior Managing Director, Direct Lending Investment Team, Blue Owl Capital
  • SAAHIL MAHAJAN, Managing Director, U.S. Private Debt Investment Committee Member, Benefit Street Partners
  • ERIC MULLER, Portfolio Manager & Partner, Chief Executive Officer – BDCs, Oak Hill Advisors
  • JOSEPH TAYLOR, Managing Director, Head of Capital Markets, PineBridge Investments
  • KYLE ULEP, Managing Director, Large Cap Private Credit, PGIM, Inc
3:05 pm - 3:35 pm
Afternoon Networking Break
3:35 pm - 4:25 pm
  • Expansion Beyond Traditional Direct Lending into Alternative Areas
  • Why Specialty Lending is Growing
  • The Main Types of Assets and Sectors Attracting Capital
    • Asset-Based Finance, Infrastructure, Data Centers and Royalties
  • How to Evaluate Risks and Rewards in Finding the Right Investment Opportunities

Moderator

  • TESS VIRMANI, Deputy General Counsel, EVP - Head of Policy, LSTA

Speakers

  • HARLAN CHERNIAK, Head of Infrastructure Debt – Americas, Macquarie Asset Management
  • DANIEL PIETRZAK, Partner, Global Head of Private Credit, KKR
  • CLAUS VINGE SKRUMSAGER, Managing Director and Head of Secured Private Credit, Morgan Stanley Investment Management
4:25 pm - 5:00 pm
  • How Private Credit is Defined
  • Globalization of Private Credit and Role of Feeder Structures
  • Transparency and Methodology
  • Investor Expectations and Regulatory Developments

Speaker

  • WINNIE FONG, CFA, Managing Director, North America Business Head for Structured Credit & Global Head of Private Credit, Fitch Ratings
5:00 pm - 6:00 pm
Cocktail Reception

DAY 2 - THE CORPORATE LOAN AND CLO MARKETS: NOVEMBER 13, 2025

8:00 am - 9:00 am
Registration & Continental Breakfast
9:00 am - 9:10 am

Speaker

  • SEAN GRIFFIN, CEO and Executive Director, LSTA
9:10 am - 10:00 am
  • Geopolitical Tensions, Macroeconomic Uncertainty, Evolving Monetary Policy
  • Global Risk Assessment & Capital Flows
  • Convergence of the Broadly Syndicated and Private Credit Markets
  • Evolution of Corporate Credit Liquidity and Retail Access
  • The Effects of Artificial Intelligence (AI) on Corporates

Moderator

  • SEAN GRIFFIN, CEO and Executive Director, LSTA

Speakers

  • STEVEN ABRAHAMS, U.S. Head of Investment Strategy, Santander U.S. Capital Markets
  • VIVEK BOMMI, Head of Leveraged Credit, Macquarie Asset Management
  • RALPH HINCKLEY, Managing Director and Portfolio Manager, Floating-Rate Loan Investment Team, Morgan Stanley Investment Management
  • SCOTT MCKAY, Senior Managing Director, Liquid Credit Investment Team, Blue Owl Capital
  • DAIRE WHEELER, Managing Director, Head of European Liquid Credit, Benefit Street Partners
10:00 am - 10:30 am
Morning Networking Break
10:30 am - 11:25 am
  • Primary Market Activity and Asset/Liability Spread Movements
  • Performance and Volatility
  • Secondary Market Trends, Technical Indicators and Liquidity
  • Primary and Secondary Market Relative Value Analysis
  • Investor Dynamics and Impacts of New Products (such as ETFs)

Speakers

  • DANIEL HAYWARD, Partner and Portfolio Manager of U.S. Liquid Credit, Ares Management Corporation
  • SUJAAN JOSHI, Managing Director, CLO Syndicate, Bank of America Securities
  • BRIAN JULIANO, Managing Director, Head of the U.S. Leveraged Loan Team, PGIM, Inc.
  • SETH MISSHULA, Managing Director, Head of U.S. Trading and Senior Portfolio Manager, Invesco
  • DREW SWEENEY, Managing Director Co-Head of Global Credit, TCW Group
11:25 am - 12:10 pm
  • Prospects for the U.S. and Japanese Economies and Financial Policies under the Trump Tariff Era

Speaker

  • AYAKO SERA, Executive Manager, Senior Market Strategist, Sumitomo Mitsui Trust Bank, Limited
12:10 pm - 1:10 pm
Networking Lunch
1:10 pm - 2:00 pm
  • Borrower Fundamentals, Interest Coverage and the Credit Cycle
  • Sector Allocation and Selection under Tarriff Uncertainty
  • Managing Rating Actions and Portfolio Tail Risk
  • Traditional Defaults, Distressed Exchanges and Liability Management Exercises
  • 2026 Credit Outlook

Moderator

  • HUGO PEREIRA, Vice President of Analytics & Investor Strategy, LSTA

Speakers

  • CODY KENTARO ALEXANDER, Vice President, Credit Investment Management Department, Senior Credit Analyst, Sumitomo Mitsui Trust Bank
  • MOHAMED BASMA, CFA, Managing Director, Head of Bank Loans & Global CLOs, Voya Investment Management
  • DANIEL COLONNA, CFA, Managing Director, Lead Portfolio Manager, U.S. CLO Management (Magnetite), BlackRock
  • KEVIN WOLFSON, Managing Director, Portfolio Manager, U.S. Leveraged Loans and CLO Management, PineBridge Investments
2:00 pm - 2:50 pm
  • Active Management Strategies to Optimize Performance
  • Current Focal Points and Top Concerns
  • Assessing Risk Baskets and Liability Management Exercises
  • Managing the Primary Pipeline and Post Re-investment Deals
  • The Role of Technology and AI in CLO Management

Speakers

  • HARPREET S. ANAND, Portfolio Manager & Partner, Oak Hill Advisors
  • MATTHEW MAXWELL, Managing Director and Head of U.S. Loans, The Carlyle Group
  • MATT PERSOHN, Senior Director, Portfolio Manager and Head of BSL Business Development, Golub Capital
  • JARED WORMAN, Managing Director, Head of U.S. CLOs, HPS Investment Partners
2:50 pm - 3:20 pm
Afternoon Networking Break
3:20 pm - 4:10 pm
  • CLO Arbitrage and Relative Value Across the Capital Stack
  • Considerations for Investing in Primary vs. Secondary Equity
  • Factors that Influence Decisions Beyond the Non-call Period
  • The Metrics That Matter Most to Equity
  • Critical Transaction Features for the Long-term Success of a Deal

Moderator

  • TESS VIRMANI, Deputy General Counsel, EVP - Head of Policy, LSTA

Speakers

  • LAKSHYA MADHOK, Managing Director, Portfolio Manager Structured Credit, KKR
  • JOHN G. POPP, Managing Director, Global Head and Chief Investment Officer of the Credit Investments Group, UBS Asset Management
  • MARY B. SHAIFER, Head of CLO Business Development, Senior Portfolio Manager, Columbia Threadneedle Investments
  • GUNTHER STEIN, Head & Chief Investment Officer of U.S. Performing Credit, Sound Point Capital
4:10 pm - 5:00 pm
  • Factors that Influence U.S. Credit Market Allocations and Strategies
  • The Convergence of the Broadly Syndicated Loan and Private Credit Markets
  • Assessing U.S. Corporate Credit Risk and Exposure
  • Evaluating Credit Managers

Moderator

  • MIYOKO TANIGUCHI, Principal, OHA Hong Kong Services Ltd., Tokyo

Speakers

  • JUN MIZUNO, Senior Manager, Strategic Investment Group, Fukuoka Financial Group, Inc.
  • KOSUKE NAGATA, General Manager, Head of the Credit Investment Division, Mitsubishi UFJ Asset Management
  • MASAKI SATO, Portfolio Manager, Structured & Corporate Credit Investment, Sumitomo Life Insurance
5:00 pm - 6:00 pm
Cocktail Reception
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Alfa has been delivering leading-edge technology to the global asset finance and leasing industry since 1990, and is now powering commercial lending.

Alfa Systems, our class-leading SaaS platform, is at the heart of some of the world's largest and most progressive finance operations. Alfa Systems is proven at volume and across borders, and trusted by leading brands to manage complex portfolios, drive efficiency and sustainability, and enhance the customer experience.

With full functionality for originations, servicing and risk management, Alfa Systems is live in 37 countries, representing an integrated point solution, a rapid off-the-shelf implementation, or an end-to-end platform for the complex global enterprise. 

Recent innovation includes the Syndication module, which provides detailed asset collateral tracking and systemized automation throughout the entire lending lifecycle, supporting SME loans, wholesale finance and ABL structures as well as leasing and other asset backed verticals.

Our specialized expertise enables us to deliver the most challenging systems transformation projects successfully. Alfa maintains exceptional customer satisfaction through an impeccable track record, with our experience and performance unrivaled in the industry. Our customers stick with us for the long term, because we deliver value that lasts for decades.

Alfa has offices all over the Americas, Europe, and Australasia. For more information, visit us at alfasystems.com or on LinkedIn.

Versana

Versana is an industry-backed enterprise data and technology company transforming the syndicated loan and private credit markets. By digitally capturing agents’ loan data on a real-time basis, Versana provides unprecedented transparency into global loan level details and lender portfolio positions, bringing efficiency and velocity to the entire asset class. Through its centralized platform, participants can rest assured they are accessing the loan market’s most credible source of deal information. With the support of its investors, Versana has become the data provider of choice to usher in the long-awaited modernization of the $9 trillion loan market.

For more information, visit versana.io.

HashLynx is revolutionizing commercial loan settlement in today’s BSL and private credit markets with a next-generation SaaS platform built for speed, efficiency, and scale.  Our mission is bold yet simple: transform loan settlement into a transparent, low-friction process that drives efficiency for every participant in the ecosystem. Whether scaling across global funds or simplifying the most complex transactions, HashLynx delivers the tools the market needs to thrive.

A Platform Built for the Future
Designed by capital markets and fintech veterans, HashLynx replaces outdated, manual processes with modern infrastructure that accelerates settlement, reduces costs, and unlocks liquidity across syndicated and private credit transactions.

Trusted by the Market
Our leadership includes the original architect of the leading legacy settlement system and operators who have shaped loan market infrastructure from the start. With this unmatched expertise, our technology solves real-world challenges with precision and reliability.

The HashLynx Advantage
We’re redefining loan settlement—making it faster, cheaper, and easier.

Lamina, a West Monroe company, is transforming the way financial institutions manage syndication and participation loans. Built on more than 20 years of industry expertise, Lamina addresses the inherent complexity of multi-lender loan management by streamlining workflows, automating data transfer, and enabling seamless collaboration across banks, credit unions, and agricultural lenders.

Our platform simplifies every stage of the loan lifecycle—from origination through long-term servicing—within a single, centralized system. By leveraging API integrations and intelligent automation, Lamina reduces manual work, improves accuracy, and ensures consistency across deals, allowing institutions to close faster and operate with greater efficiency.

At the core of Lamina’s innovation is AI-driven notice management, a powerful capability that automates the storage, processing, and tracking of servicing notices. This ensures that critical communications are never missed, tasks remain on schedule, and loan operations teams can focus on higher-value work instead of manual administration. With Lamina, financial institutions gain a comprehensive, end-to-end solution that enhances accountability, improves collaboration with partners, and unlocks new levels of productivity.

Lamina is more than a platform—it’s a smarter, more connected way to manage participation loans. By combining deep domain expertise with advanced technology, Lamina equips lenders with the tools they need to drive efficiency, reduce risk, and elevate the borrower and partner experience.

CUSIP Global Services

The financial services industry relies on CGS’ unrivaled experience in uniquely identifying instruments and entities to support efficient global capital markets. Its extensive focus on standardization over the past 55+ years has helped CGS earn its reputation as a trusted originator of quality identifiers and descriptive data, ensuring that essential front- and back-office functions run smoothly. CGS is managed on behalf of the American Bankers Association (ABA) by FactSet Research Systems Inc., with a Board of Trustees that represents the voices of leading financial institutions. 

For more information, visit www.cusip.com.

SOLVE is the leading market data platform provider for fixed income securities. Industry-leading buy-side and sell-side firms trust the AI-driven SOLVE Market Data Platform to issue, value, and trade complex and illiquid securities. Through SOLVE data, insights, and tools, they gain unparalleled market transparency, reduce risk, and save hundreds of hours across front-office workflows.

FINBOURNE Technology provides cloud-native data infrastructure for alternative investment managers. Our front-to-back platform unifies portfolio and order management, IBOR, risk analytics, fund accounting, reconciliation, and reporting across complex asset classes, with complete lineage and bi-temporal accuracy.

FINBOURNE eliminates fragmented systems and inflexible legacy infrastructure that create operational risk and slow teams down. Seamless ecosystem integration means your PMs, quants, and operations teams all work from the same trusted real-time data. Modernise incrementally, retire technical debt strategically, and innovate without constraint.

Broadridge Financial Solutions (NYSE: BR) is a global technology leader with trusted expertise and transformative technology, helping clients and the financial services industry operate, innovate, and grow. We power investing, governance, and communications for our clients – driving operational resiliency, elevating business performance, and transforming investor experiences. 

Our technology and operations platforms process and generate over 7 billion communications annually and underpin the daily average trading of over $15 trillion in equities, fixed income, and other securities globally. A certified Great Place to Work®, Broadridge is part of the S&P 500® Index, employing over 15,000 associates in 21 countries. For more information about us, please visit www.broadridge.com