Creditflux CLO Symposium 2023
Our flagship event returns in May 2023
The Landmark, 222 Marylebone Road, London
03
May
Panel: European collateral deep-dive
As economies across Europe falter in the face of challenges from inflation to war, it’s natural for investors to take another look at the risks in their portfolio. In this session our speakers will look at the current performance of the European loan market, what risks lie ahead in the next twelve months, and what that might mean for CLO investors.
- How did European loans perform in 2022?
- Is now the time to fill up those bond buckets?
- What CLO tests are most under-pressure?
- What should portfolio managers be doing now to prepare for the next twelve months?
-
SpeakersJames Baillie Partner PAUL HASTINGSPhilippe Jodin Partner ALEGRA CAPITAL
Madelaine Jones Porfolio Manager Oaktree
Camille McLeod-Salmon Portfolio Manager FIDELITY INVESTMENTSMatthias Neugebauer Managing Director, Head of European Structured Credit FITCH RATINGS
Confirm cancellation
Something went wrong.
An error occurred trying to play the stream. Please reload the page and try again.
CloseSign-up to join the ION Analytics Community to:
- Register for events
- Access market insights
- Download reports
Philippe Jodin is a Partner with Alegra Capital, which he co-founded in 2003. Philippe’s responsibilities include Investment Decisions, Portfolio Management and Risk Management. Alegra Capital is a European asset manager solely dedicated to the management of Asset Backed Securities, mostly CLOs. Alegra's investment strategy is focused on Mezzanine and Subordinated Notes of CLOs.
Ms. Jones joined Oaktree’s London office in 2003 and serves as portfolio manager for the European High Yield Bond and European Senior Loan strategies, and co-portfolio manager for the Global High Yield Bond strategy. Before joining Oaktree, Ms. Jones spent more than three years at Deutsche Bank AG in London as a senior associate in the Leveraged Debt Origination Group specializing in loan, mezzanine and high yield bond financings to support European leveraged buyouts. Prior thereto, she spent two years in the Acquisition Finance Group at Natwest Group plc. Ms. Jones received a B.A. degree in economics from the University of Durham, England. She is a CFA charterholder.
Matthias Neugebauer currently manages the Structured Credit Team within Fitch Ratings’ European Structured Finance group. Prior to this, he worked with the European quantitative research team focusing on model and criteria development.
Matthias joined Fitch Ratings in November 2000 as a member of the residential mortgage-backed securities team (RMBS). In that role he was responsible for rating German, Dutch, and UK RMBS transactions and was involved in criteria development especially for cash flow modeling and structural analysis.
Matthias holds a masters degree in finance and economics from Durham University and an engineering degree from Cottbus University. He recently completed a MS in mathematical finance at Oxford University.