Registration & Breakfast
Panel: European market outlook
After a record-breaking 2021 and a strong start this year, what does the rest of 2022 have in store for the European CLO market? The €100 billion of total issuance was spread among 56 active managers as the market continued to broaden. Our panel of experts will reflect on the growth of the industry over the past twelve months and look ahead at the challenges and opportunities for investors in European CLOs.
Fireside chat: Steve Vaccaro, CIFC
Panel: US CLO market outlook
From Covid to SOFR the US CLO market has had some challenges over the last few years, but it’s overcome them all. How will the CLO market follow up a year like 2021 which saw $391 billion of issuance? Some of the best-known participants in the market address everything from the growth of the CLO investor base to the impact of rising interest rates.
Panel: ESG for CLOs
The importance of ESG continues to grow on both sides of the Atlantic, but as the range of ESG-compliant options grow, so do the challenges for CLO investors. What are the differences between “ESG CLOs” and rest of the market? How can investors avoid greenwashing? And how should global investors deal with stark regional differences on the social and governance portions of the acronym?
Masterclass: Getting investors comfortable with European retention vehicles
The regulations on risk retention in European share the burden of compliance between manager and investors. As the number of managers choosing the retention vehicle route grows, so do the number of questions from other investors in the CLO. This masterclass explains what investors need to know about the various risk retention vehicles managers use, and what questions they need to ask before they can sign off that investment.
Panel: Allocating to structured credit
As the CLO market continues to grow it is attracting a new and more diverse set of institutional investors. Our panel of expert allocators will talk us through how structured credit in general, and CLOs in particular, fits into their portfolios. How do they deal with the complexities of the asset class? How do they approach manager selection? And what advice do they have for new pension funds and insurance companies coming into the asset class for the first time?
Dispatches from the CLO trenches
Two of the top lawyers in the market sit down with Creditflux to discuss what they’ve been seeing recently. What new features are making it to the table, and what are investors pushing back on in the docs this month?
Panel: Midmarket CLOs
Midmarket CLOs seem to be performing well, and saw $44 billion of issuance last year. But given the opacity of their underlying assets it can be hard for outsiders to tell. What’s the real status of the US middle-market companies that these deals invest in, and how will these smaller companies cope with rising interest rates? With 31 active managers in the sector, and two new debutants in 2021 the middle-market continues to diversify. Will that continue, and what tips do our veteran managers have for newcomers to the space?
Fireside chat: European corporate credit
Fireside chat: CRE CLOs
From its niche as an alternative to US CMBS, the CRE CLO has become a mainstream choice with $45 billion of issuance in 2021. And it finally made the jump into Europe market with the pricing of Starz Mortgage Securities 2021-1 DAC late last year. What does the future hold for CRE CLOs on both sides of the pond?
Panel: Would you buy it?
Four top CLO funds walk us through their investment process as they consider our CLO investment case studies. From relative value to manager due diligence, what are the key questions every CLO investor should ask before they buy?
Creditflux Manager Awards Dinner 2022
Please note that attendance at this gala dinner is by invitation only and that entry is not included as part of a Symposium ticket.
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