Creditflux CLO Symposium 2023
Our flagship event returns in May 2023
The Landmark, 222 Marylebone Road, London
03
May
Panel: US collateral deep-dive
An investment in CLOs is an investment in leveraged loans. This panel will look in depth at how the collateral underlying the US CLO market has performed in the last 12 months, and how it will fare over the year to come. Challenging macroeconomic conditions have already begun to weigh on the market as rating agency downgrades outstrip upgrades, but is this a temporary blip or a warning of deeper trouble to come?
- How will US leveraged loans perform over the next twelve months?
- Should investors have serious concerns about credit quality with the space?
- How are underwriting standards holding up?
- As the private credit markets continues to expand what’s left for leveraged loan investors?
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SpeakersJohn Conway Associate Director, Pre-Sales Engineer S&P GLOBAL MARKET INTELLIGENCE
Andrew Chung Partner & Senior Portfolio Manager AS BIRCH GROVE
Hans Christensen CEO MJX ASSET MANAGEMENT
Justin Driscoll Chairman AQUARIAN CREDIT PARTNERS
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John is part of the Sales Engineering team in EMEA focused on the S&P Global Market Intelligence credit software offering. As a product specialist, John provides deep subject matter and product expertise, and works closely with clients, offering strategic business and infrastructure advice.
Prior to joining S&P Global in 2021, John held various operations roles at Ironshield and Hayfin following his time at Deutsche Bank in the Corporate Trust team.
John holds a Bachelor of Commerce in Financial Accounting from the University of Stellenbosch, South Africa.
Andrew Chung is a Partner and Senior Portfolio Manager at AS Birch Grove. He manages various investment vehicles and leads the Performing and Opportunistic Credit Strategies across the firm.
Previously, Andrew was a Partner and Portfolio Manager at Covenant Credit Partners, where he helped build a $1 billion CLO platform. His activities included the development and execution of the investment process as a member of the Investment Committee, as well as conducting deep fundamental analysis across industry verticals. Prior to Covenant Credit Partners, Andrew was a Vice President at Oak Hill Advisors and a Senior Analyst at Stone Tower Capital.
He received a BBA from the University of Michigan’s Ross School of Business.
Justin Driscoll is Partner and Chairman of Aquarian Credit Partners ("ACP"), a syndicated high-yield credit investment manager which was formed in 2021 when Aquarian Holdings and Gallatin Loan Management ("GLM") created ACP. From 2017 to 2021, Mr. Driscoll served as Chief Executive Officer of GLM, which he co-founded in 2017 and which Creditflux named Boutique CLO Manager of the Year in 2020, in 2022 ACP also received this award. In 2009, he founded UrsaMine Credit Advisors LLC as a spin-out of the Bear Stearns Asset Management bank loan business and served as CEO. In 2012, when UrsaMine rebranded as MP Senior Credit Partners, LP, Mr. Driscoll then served as CEO and Portfolio Manager of the leveraged loan business. From 2000 to 2009, Mr. Driscoll was a Senior Managing Director at Bear Stearns Asset Management and founder of the senior loan team, serving as Portfolio Manager. Prior to that, he worked in high-yield credit at Trust Company of the West following its acquisition of Crescent Capital Group and in acquisition finance at Chemical Bank following its acquisition of Manufacturers Hanover Trust.
Mr. Driscoll earned his BA in Economics from the University of Notre Dame and his MBA in Accounting and Finance from the Columbia Business School.