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

Speaker

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

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Speaker

• TOM PORCELLI, Chief U.S. Economist, PGIM Fixed Income

• Trends Driving the Growth of Private Corporate Credit
• The Expansion of Direct Lending and Borrowers’ Access to Capital
• Building Diversification Beyond Corporate Credit

Moderator

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

Speakers

• HARLAN CHERNIAK, Head of Infrastructure Debt – Americas, Macquarie Asset Management
• ED CONG, Partner, Portfolio Manager, Marathon Asset Management
• GREGORY ROBBINS, Vice Chair, Golub Capital
• VISHWANATH TIRUPATTUR, Managing Director, Chief Fixed Income Strategist and Director of Quantitative Research, Morgan Stanley
• JOHN WRIGHT, Partner, Global Head of Credit, Bain Capital

• Market Overview and Deal Flow Across U.S. and Europe
• Loan Structures, Documentation and Protections
• Portfolio Management Strategies and the Credit Cycle
• Manager Selection and Performance Tracking

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Moderator

• ERICA FRONTIERO, Chief Executive Officer, EF Advisors

Speakers

• KEVIN LAWI, Managing Director, Head of Private Credit, UBS Asset Management - Credit Investment Group
• JENNIE MAZZUCCO, Principal, Blue Owl
• ERIC MULLER, Portfolio Manager & Partner, Chief Executive Officer – BDCs, Oak Hill Advisors
• KORT SCHNABEL, Partner, Co-Head of U.S. Direct Lending, Ares Management Corp.
• HOWARD SHARP, Chairman and Co-Head, Private Credit, BSP-Alcentra
• JOSEPH TAYLOR, Managing Director, Head of Capital Markets, PineBridge Investments

• Fund Structures and Vehicles
• Retailization and Secondaries
• Securitization and Fund Finance
• Investor Considerations for 2025

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Moderator

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

Speakers

• JEFF DICKSON, Executive Managing Director, Head of Alternatives, PGIM Private Capital
• DEREK FIN, Head of APAC Private Credit, Senior Client Portfolio Manager, Invesco
• DANIEL STRONG, CFA, Executive Director, Structured Credit Group, SMBC Nikko Securities America

Speaker

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

Speaker

• PROFESSOR HEIZO TAKENAKA, Professor Emeritus, Keio University

• Monetary Policy and Economic Outlook
• Are Markets Appropriately Pricing in Geopolitical, Election and Regulatory Risk
• How Tech/AI is Reshaping Markets and Impacting Companies
• The Convergence of the Broadly Syndicated Loan and Private Credit Markets
• The Investment Thesis for U.S. Senior Secured Corporate Loans

Moderator

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

Speakers

• SURAJ P. BHATIA, Senior Executive Vice President, Americas, Sumitomo Mitsui Trust Bank
• GRETCHEN LAM, Chief Executive Officer, Octagon Credit Investors
• MATTHEW MAXWELL, Managing Director and Head of U.S. Loans, The Carlyle Group
• SCOTT MCKAY, Senior Managing Director, Liquid Credit Investment Team, Blue Owl Capital
• JOHN G. POPP, Managing Director, Global Head and Chief Investment Officer of the Credit Investments Group, UBS Asset Management

• Secondary Market Price Performance and Volatility
• Returns and Performance Attribution
• Investor Flows and Technical Shifts in Supply and Demand
• Primary Lending Volume, Opportunistic Activity and M&A
• Secondary Market Liquidity and Active Portfolio Management

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Moderator

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

Speakers

• BRIAN JULIANO, Managing Director, Head of the U.S. Leveraged Loan Team, PGIM, Inc.
• CHRISTOPHER REMINGTON, Managing Director, Institutional Portfolio Manager of Floating-Rate Loans Team, Morgan Stanley Investment Management
• DAN SHERRY, Managing Director, Portfolio Manager, US CLO Management, PineBridge Investments
• DREW SWEENEY, Managing Director Co-Head of Global Credit, TCW Group
• CARLY WILSON, Managing Director, Portfolio Manager-Global Credit Platform, BlackRock

• Defining the Current Credit Cycle and Identifying Shifts in Borrower Fundamentals
• Sector Allocation and Selection
• Stress Indicators, Default Rates and Recoveries
• Distressed Exchanges and Liability Management Exercises
• Credit Outlook for 2025

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Moderator

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

Speakers

• MOHAMED BASMA, CFA, Managing Director, Head of Bank Loans & Global CLOs, Voya Investment Management
• RONNIE KAPLAN, Managing Director, Portfolio Manager for U.S. Senior Loan Strategy, Oaktree Capital Management
• MATT PERSOHN, Senior Director, Portfolio Manager and Head of BSL Business Development, Golub Capital
• DAIRE WHEELER, Managing Director, Head of European Liquid Credit, Benefit Street Partners
• JARED WORMAN, Managing Director, Head of U.S. CLOs, HPS Investment Partners

• Unpacking CLO Net Issuance levels
• Tranche Economics and Drivers of Spread Movements
• Investor Dynamics
• Manager Consolidation, Concentration and Performance Dispersion
• Viewpoints on 2025

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Moderator

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

Speakers

• JOHN CLEMENTS, Managing Director, Head of US CLO Primary, Barclays Investment Bank
• RACHEL RUSSELL, Managing Director, Global Head of CLO New Issue, Morgan Stanley
• ANAND SANKARANARAYANAN, Managing Director, Head of US CLOs, Jefferies

• Sourcing Assets and Active Management
• CLO Deal Metrics and Credit Selection
• Navigating Liability Management Exercises and Price Dispersion
• Managing Post Re-investment Deals
• Investor Considerations for 2025

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Moderator

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

Speakers

• HARPREET S. ANAND, Portfolio Manager & Partner, Oak Hill Advisors
• COREY S. GEIS, CFA, Portfolio Manager, Head of Trading & Capital Markets, Investcorp Credit U.S.
• DANIEL HAYWARD, Partner and Portfolio Manager of U.S. Liquid Credit, Ares Management Corporation
• GUNTHER STEIN, Head & Chief Investment Officer of U.S. Performing Credit, Sound Point Capital
• STEPHANIE WALSH, Partner, Head of US CLOs, Bain Capital

• Factors that Influence U.S. Credit Market Allocations and Strategies
• Assessing U.S. Corporate Credit Risk and Exposure
• The Convergence of the Broadly Syndicated Loan and Private Credit Markets
• Evaluating Credit Managers

Moderator

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

Speakers

• SHINICHI FUJITA, Principal of Alternative Investment Department, Sumitomo Mitsui DS Asset Management Company
• KOSUKE NAGATA, General Manager, Head of the Credit Investment Division, Mitsubishi UFJ Asset Management
• KENJI TOUKAKU, Assistant General Manager, Strategic Investment Group, Treasury & Investment Division, Fukuoka Financial Group

• Return Levels Across the Capital Stack
• Relative Value of AAA, Mez. and Equity Returns vs. Comparable Asset Classes
• Private Credit CLOs
• Secondary CLO Strategies and CLO ETFs
• Closing Thoughts on the 2025 CLO Market

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Moderator

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

Speakers

• STEVEN ABRAHAMS, U.S. Head of Investment Strategy, Santander U.S. Capital Markets
• EDWARD LAWLESS, Vice President, Portfolio Manager, Macquarie Asset Management
• DAVID PRESTON, Head of Structured Credit Research, AGL Credit Management
• JONATHON SIATKOWSKI, Managing Director, Head of CLO Capital Markets, Marathon Asset Management
• DANIEL STRONG, CFA, Executive Director, Structured Credit Group, SMBC Nikko Securities America