15
May
European CLO outlook – Investor roundtable
The structured credit landscape presents compelling opportunities for loan portfolio managers. With the return of CLO arbitrage and increasing interconnections between structured products, this roundtable brings together experienced portfolio managers to explore the evolving dynamics. This panel will examine:
How are portfolio managers capitalising on the resurgence of CLO equity arbitrage opportunities? What distinguishes the approaches of managers with captive equity sources versus those seeking external equity investment? How does this bifurcation impact investment strategies and performance?
With the recent proliferation of new CLO managers entering the market, how should investors evaluate and differentiate between established and emerging platforms?
How are investors viewing opportunities across the CLO capital structure? What relative value considerations are driving investment decisions between debt and equity tranches?
What role do other structured credit products play in diversifying CLO-focused portfolios? How are managers balancing exposures across different types of structured products?
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SpeakersCameron Saylor Partner, Corporate Department Paul Hastings
David Altenhofen Head of Investments Accunia
Luis Leon Carsi Managing Director, European Primary CLO Co-Head Jefferies
Harry Choulilitsas Director, Structured Credit Syndicate – Europe & UK Natixis Corporate & Investment Banking
Elena Rinaldi Portfolio Manager TwentyFour Asset Management
Colin Behar Portfolio Manager USS
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