Creditflux CLO Investor Summit 2023
A staple in the CLO calendar!
Convene, 1221 Avenue of the Americas, New York
The CLO Investor Summit returns this March!
Reasons to attend:
1
Stay ahead of the latest trends, collect all the viewpoints to help you confront market challenges and supercharge your investment portfolio.
2
In the tight-knit CLO community connections are everything. Take advantage of the networking opportunities throughout the day to meet with investors, managers and arrangers.
3
Hear prominent speakers share their insights on the loan market, fund structures, synthetic alternatives and more!
Sponsors
Dechert
https://www.dechert.com/Dechert is a trusted advisor to some of the largest asset managers in the collateralized loan obligation (CLO) space, advising clients on their most complex strategies. Dechert is a true “buy-side” law firm focused on representing asset managers in the areas most relevant to their rapidly evolving business needs. We serve a diverse global client base including some of the most prolific CLO underwriters (major investment and commercial banks) and largest asset managers and equity investors.
We recognize many of our client’s needs are inextricably linked, requiring both legal and business insights to achieve results. Dechert’s global platform includes a multidisciplinary team with a broad array of expertise for asset managers and specialty finance companies pursuing credit platforms. As outside counsel, we deliver a complete range of services ranging from formation, operation and compliance of CLO platforms to securitization transactions and risk retention capital formation strategies.
Our top-ranked securitization, investment adviser and fund lawyers also have earned us a leading market position in the representation of issuers, placement agents, collateral managers and equity investors in CLO transactions, including middle-market balance sheet CLOs and broadly syndicated arbitrage CLOs in the United States and Europe.
Dechert is not only one of the most active law firms in the CLO market, but also one of the most distinguished, having received “best law firm” recognition from legal and industry publications including Global Capital, Creditflux, Chambers and Partners, and The Legal 500.
DLA Piper
https://www.dlapiper.comDLA Piper is one of the largest global law firms with lawyers located in more than 40 countries/90 offices throughout the Americas, Europe, the Middle East, Africa and Asia Pacific including Japan positioning us to help clients with their legal needs around the world.
We strive to be the leading global business law firm by delivering quality and value to our clients.
We achieve this through practical and innovative legal solutions that help our clients succeed. We deliver consistent services across our platform of practices and sectors in all matters we undertake.
Our clients range from multinational, Global 1000, Fortune 500 and the Tokyo Stock Exchange listed enterprises to emerging companies developing industry-leading technologies. They include more than half of the Fortune 250 and nearly half of the FTSE 350 or their subsidiaries. We also advise governments and public sector bodies.
Fitch Ratings
https://www.fitchratings.com/Fitch Ratings is a leading provider of credit ratings, commentary, and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise.
Fitch Group is a global leader in financial information services with operations in more than 30 countries. Fitch Group is comprised of: Fitch Ratings, Fitch Solutions, Fitch Learning and Sustainable Fitch. With dual headquarters in London and New York, Fitch Group is owned by Hearst.
For additional information, please visit fitchratings.com.
Milbank
https://www.milbank.comMilbank LLP is a premier international law firm handling high-profile, complex cases and business transactions through 12 offices worldwide. Named Law360’s 2023 “Structured Finance Practice Group of the Year,” Milbank has one of the world’s leading CLO practices. Since the inception of CLOs, the firm has represented market-leading arrangers, collateral managers, issuers, risk retention lenders, anchor investors and derivatives counterparties on a multitude of credit arbitrage transactions involving a diverse array of asset classes.
Milbank’s complex securitization team works with practices across the firm in matching business-focused and hybrid structures with capital, with a particular focus on esoteric asset securitization, whole business securitizations, digital infrastructure securitizations and other first-of-their kind transactions. Our attorneys are active in a full range of structured financings, hybrid structured/leveraged credit facilities and complex securitization transactions.
Our teams and individual partners are recognized by Chambers (USA and Global) for our responsiveness and technical excellence in securitization and CLOs as well as for whole business securitization and ABS securitization.
Milbank’s Structured Credit team was once again ranked as the #1 CLO Manager counsel globally in Creditflux’s 2023 year-end Advisory Firm Rankings. Milbank has remained at the top of the publication’s global CLO rankings for the last seven years. Milbank also earned the title of #1 Manager counsel on 9fin’s 2023 global CLO BSL law firm league tables, dominating on number of deals and total volume.
Moody’s Investors Service (MIS)
https://www.moodys.com/Moody’s Investors Service (MIS) is a leading global provider of credit ratings, research, and risk analysis. A rating from Moody’s enables issuers to create timely, go-to-market debt strategies with the ability to capture wider investor focus and provides investors with a comprehensive view of global debt markets through our credit ratings and research. Moody’s trusted insights can help decision-makers navigate the safest path through turmoil and market volatility.
S&P Global Market Intelligence
https://ihsmarkit.com/Together, we are a world-leading provider of financial information services.
The Financial Services division of IHS Markit has united with S&P Global Market Intelligence. We enable businesses to move faster and go deeper with technology solutions that streamline operations and drive efficiency across the global markets. Our tools and insights on supply chains, private markets, credit risk and ratings, economic indicators, and ESG allow you to go from quantity to quality, from input to insight, at great velocity.
Exhibitors
Alter Domus
https://www.alterdomus.com/Many leading international asset managers, lenders and asset owners choose Alter Domus as their partner for growth. Whether a stand-alone fund with limited investments, or a large multi-billion-dollar fund with complex investment streams across multiple jurisdictions, we understand your world. Our deep knowledge of the alternative investment industry underpins our technology and informs our decision-making.
We know first-hand the technical complexities and operational challenges you face. And by tapping into a talent pool of more than 3,600 employees worldwide, we can leverage our expertise and cutting-edge technology to put you ahead of the game.
Vertical integration allows us to build dedicated teams to provide support and bespoke solutions for the entire value chain and across our extensive range of services. With an established professional focus on private equity, real assets and debt capital markets sectors, we offer fund administration, corporate services, depositary services, capital administration, transfer pricing, domiciliation and management company services. Our specific experience in the debt capital markets sector allows us to provide loan administration, agency services, trade settlement and CLO manager services.
Whether a local or a global player, our successful track record and established network of 36 offices in 21 countries around the world ensure that we are where you need us to be.
Computershare (Wells Fargo)
https://www.computershare.com/us/news/computershare-acquires-wells-fargo-corporate-trustComputershare Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers as well as governments and institutions. We offer a wide range of services that fulfill our clients’ unique and emerging needs in corporate and structured finance, debt issuance and mergers and acquisitions (M&A). Computershare Corporate Trust is an industry leader with USD$5.2 trillion of debt under administration, USD$380.2 billion in assets under administration and cross-border capabilities including USD$1.5 trillion in funds movements across 75+ currencies in foreign exchange and distributions.
With the acquisition of Wells Fargo CTS in November 2021, Computershare Corporate Trust is among the top providers in the US ranking #1 in CMBS, CRE CLO, RMBS and top 3 in ABS and Investment Grade Debt. Our team of more than 2000 employees continues our commitment to delivering the highest standards of service and value to our entire client base.
For more information, visit computershare.com/corporatetrust
Intex
https://www.intex.com/main/Visit Booth
Intex is the industry’s leading provider of cashflow models and analytics, with over 40,000 CLO, ABS, RMBS and CMBS deals modeled from around the globe. Intex is relied upon by hundreds of arrangers, investors, issuers and others for complete, accurate and timely cashflow models used in trading, portfolio management and risk management applications. Intex's applications include INTEXcalc for single-security and portfolio analysis and cashflow stress-testing, the INTEX Subroutine API for system builders, and INTEX DealMaker for structuring new deals. Intex is an independent, objective and privately-held company with offices in Massachusetts, London and Shanghai. Visit our website at www.intex.com
Moody's Analytics
https://www.moodysanalytics.com/Visit Booth
Moody’s Analytics provides financial intelligence and analytical tools to help business leaders make better, faster decisions. Our deep risk expertise, expansive information resources, and innovative application of technology help our clients confidently navigate an evolving marketplace. We are known for our industry-leading and award-winning solutions, made up of research, data, software, and professional services, assembled to deliver a seamless customer experience. We create confidence in thousands of organizations worldwide, with our commitment to excellence, open mindset approach, and focus on meeting customer needs.