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

Speaker

• SEAN GRIFFIN, Chief Executive Officer and Executive Director, LSTA, Inc.

• 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, Deputy General Manager, Alternative Funds Investment Department, Sumitomo Mitsui Trust Bank
• SUJAAN JOSHI, Managing Director, CLO Syndicate, Bank of America Securities
• DAVID MANZANO, Managing Director, Golub Capital

• 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

• 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, Inc.

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

Speaker

• WINNIE FONG, CFA, Managing Director, North America Business Head for Structured Credit & Global Head of Private Credit, Fitch Ratings

Speaker

• SEAN GRIFFIN, Chief Executive Officer and Executive Director, LSTA, Inc.

• 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, Chief Executive Officer and Executive Director, LSTA, Inc.

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

• 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)

Moderator

• TED BASTA, Executive Vice President, Analytics and Investor Strategy, LSTA, Inc.

Speakers

• DANIEL HAYWARD, Partner, 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

• Impacts of Deglobalization
• 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

• 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, Inc.

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

• 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

Moderator

• TED BASTA, Executive Vice President, Analytics and Investor Strategy, LSTA, Inc.

Speakers

• HARPREET S. ANAND, Portfolio Manager & Partner, Oak Hill Advisors
• MATT MAXWELL, Managing Director, 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

• 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, Inc.

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
• GUNTHER STEIN, Head & Chief Investment Officer of U.S. Performing Credit, Sound Point Capital

• 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

• 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