Creditflux CLO Symposium 2024

Connecting the Global CLO Community: Fundraise, Originate and Deploy

The Landmark, London

15 May

Opening panel: The CLO outlook – focusing on European perspectives

The last 18 months proved a challenging backdrop for CLO issuance. Rapid rate hikes and global economic turbulence have made the arbitrage tough. Europe has witnessed a dip in loan issuance prompting investors to seek new ways to attain yield. With reduced M&A activity and ongoing risks in capital flow and supply chains, CLO managers must strategize to safeguard returns. Despite all these headwinds the European CLO market kept up a reasonable pace of issuance across 2023. Looking ahead the market is at a tipping point for transformation. This panel will review:

  • How have European CLO managers and investors adapted their approach to cope with the challenging environment of swift rate increases and macro-economic turbulence on CLO issuance and investment strategies?
  • How can managers and investors mitigate risks and identify opportunities within the CLO market? What will the impact of Basel III be on CLO investments and capital adequacy, leverage and risk-weighted assets?
  • What alternative approaches are managers adopting to improve CLO arbitrage? Will CLO issuance return to higher levels in Europe?
  • What is the potential impact of the upcoming maturity wall on the CLO market? What forward-looking strategies can panellists share to proactively navigate the transition?
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  • Speakers keyboard_arrow_down
    Dushy Puvan Managing Director, Head of EMEA CLOs BNP PARIBAS Bio
    Aaron Scott Partner DECHERT Bio
    Florent Chagnard Managing Director, EMEA CLO Primary Head CITI
    Camille McLeod-Salmon Portfolio Manager FIDELITY INVESTMENTS
    Matthew McCabe Managing Director OAKTREE CAPITAL Bio
    Gauthier Reymondier Partner BAIN CAPITAL CREDIT Bio
    Chris Porter Head of Private Markets, EMEA S&P GLOBAL RATINGS Bio

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