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

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DAY 1 - AN INTRODUCTION TO PRIVATE CREDIT: NOVEMBER 18, 2024

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 - 2:00 pm

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Speaker

  • TOM PORCELLI, Chief U.S. Economist, PGIM Fixed Income
2:00 pm - 2:50 pm
  • 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

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
2:50 pm - 3:20 pm
Afternoon Networking Break
3:20 pm - 4:15 pm
  • 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
4:15 pm - 5:00 pm
  • 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
5:00 pm - 6:00 pm
Cocktail Reception

DAY 2 - THE CORPORATE LOAN AND CLO MARKETS: NOVEMBER 19, 2024

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 - 9:50 am

Speaker

  • PROFESSOR HEIZO TAKENAKA, Professor Emeritus, Keio University
9:50 am - 10:35 am
  • 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, CEO and Executive Director, LSTA

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
10:35 am - 11:05 am
Morning Networking Break
11:05 am - 11:50 am
  • 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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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
11:50 am - 12:35 pm
  • 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

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
12:35 pm - 1:35 pm
Networking Lunch
1:35 pm - 2:15 pm
  • 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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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
2:15 pm - 3:05 pm
  • 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
3:05 pm - 3:30 pm
Afternoon Networking Break
3:30 pm - 4:15 pm
  • 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
4:15 pm - 5:00 pm
  • 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

CLICK HERE FOR THE PRESENTATION

Moderator

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

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
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