Confirmed Speakers Include:
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Nicole joined CPPIB in 2019 and focuses on investment opportunities across the structured credit sector including CLOs, consumer finance and specialty finance sectors. Prior to joining CPPIB, Nicole worked at Deutsche Bank’s Global Credit Trading group where she focused on structured credit opportunities in the fintech, aviation, mortgage and esoteric industries.
Previously, she was at Garrison Investment Group and Citi where she was responsible for originating and executing financings and asset purchase arrangements with specialty finance companies. Nicole began her career at Citi where she spent almost a decade in their principal finance and securitization groups.
Nicole holds a B.A. from Wellesley College and an M.A. in Law and Diplomacy from the Fletcher School at Tufts University. She also attended L’Institut d’Etudes Politiques de Paris as a Rotary Foundation Ambassadorial Scholar.
Terry Ing joined KKR in 2019 as a Managing Director. He is the Co-Head of Research for KKR’s Leveraged Credit team and a Portfolio Manager. Mr. Ing is a member of the U.S. Leveraged Credit Investment Committee and KKR’s ESG Committee. Prior to joining KKR, he was the head of credit at Muddy Waters Capital and an executive vice president and portfolio manager for PIMCO's Global Credit Opportunity Fund (GCOF), where he focused on the high yield and bank loan portfolios. He also held various leadership roles throughout the PIMCO organization, ranging from head of Americas research to head of research for GCOF. Before joining PIMCO, he was a senior analyst at Wells Fargo's securities investment group, covering various sectors while generating cross sector relative value ideas. Mr. Ing is an adjunct professor at Pepperdine University’s Graziadio Business School. He holds a Master's degree in Mathematics of Finance from Columbia University and a Bachelor’s degree in Business Administration from the University of Southern California
Chris is the Chief Executive Officer of Gapstow Capital Partners, which advises clients exclusively on opportunities in the alternative credit markets.
Chris began his professional life as an economist, having graduated with a bachelor’s degree in economics from Duke University and a master’s degree in economics from the University of Chicago. He served on the staff of the President’s Council of Economic Advisors and was the Managing Director of the Center for Population Economics, a group dedicated to researching issues in health economics.
Chris then enjoyed a ten-year career as a management consultant beginning in Booz-Allen & Hamilton’s Banking & Capital Markets practice in New York. In 1998 he co-founded Casey, Quirk & Acito (now known as Casey Quirk by Deloitte) a specialist firm focusing on the global investment management industry.
In 2004, Chris become the global Chief Operating Officer for Investcorp's Hedge Fund Group, which managed $8.5 billion in client and proprietary capital in both multi-manager funds and single manager funds.
Chris founded Gapstow in 2009.
Chris is an Emeritus Trustee for The Peddie School in Hightstown, New Jersey, where he served for nearly twenty years, including six as Board Chair. He is currently on the investment committees for The Peddie School and the New York Community Trust.
Ms. Lam is a member of Octagon’s Investment Committee and serves as a Portfolio Manager across CLOs, Separately Managed Accounts and Commingled Funds. Ms. Lam oversees the Firm’s Structured Credit (CLO debt & equity) investment strategies. Ms. Lam is also the Co-Chair of Octagon & Conning’s Global DEI (diversity, equity and inclusion) Council and a member of the Firm’s ESG (environmental, social, and corporate governance) Committee.
Prior to becoming a Portfolio Manager, Ms. Lam oversaw Octagon's investments in the software, business services, finance & insurance, paper & packaging, gaming & lodging, homebuilding and real estate industries. She was also responsible for the structured credit exposure held in Octagon’s CLO vehicles. Prior to joining Octagon in 1999, Ms. Lam attended Babson College where she graduated Summa Cum Laude with a B.S. in Investments. She received her CFA Charter in 2006.
Dagmara Michalczuk is a Principal and Portfolio Manager of Tetragon Credit Partners. She joined the group in early 2007 and prior to that was an Associate in Morgan Stanley’s Securitized Products Group working on the structuring desks in New York and London. At Morgan Stanley, she was involved in the structuring and execution of CDO and CLO transactions across multiple underlying asset classes and structural types. Ms. Michalczuk holds an M.B.A. degree from The Wharton School of the University of Pennsylvania and a B.S. degree in Industrial and Labor Relations from Cornell University. She is based in New York.
Derek Miller is a managing director at Fitch Ratings. He currently heads the U.S. Structured Credit group responsible for collateralized loan obligations (CLOs) and other structured credit ratings. The Structured Credit group assigns new issue CLO ratings, maintains the accuracy of existing ratings, performs CLO asset manager assessments, and publishes research on transaction characteristics and performance.
Prior to this position Derek had oversight of new issue ratings for U.S. CLOs and assessments of U.S. CLO asset managers. Previously, he also held various positions within the Structured Credit group of Fitch Ratings, with a focus on new issue and surveillance ratings for CLOs, credit-linked notes, and other cash funded CDOs. Derek joined Fitch Ratings in 2001. He received a B.S. in finance from Indiana University.
Rich Reilly has a broad securities practice with an emphasis on CLOs and other structured finance transactions, securitizations and investment fund formations in the United States and Europe.
Rich has over twenty years of experience acting as counsel to arrangers, collateral managers and investors on US and European CLOs and other securitizations. His experience includes structuring CLOs and securitizations to comply with a variety of regulatory requirements including those imposed by the Dodd-Frank Act and the EU Securitisation Regulation.
In addition, he regularly represents investment advisors on the formation of private investment funds for the purpose of raising capital for investment in structured credit products including, among others, captive and non-captive CLO equity funds.
Rich has substantial CLO manager M&A experience having represented buyers and sellers in several transactions in the US and Europe.
In addition to his experience in the US CLO and securitization markets, Rich spent several years in London where he led the most active legal practice in the European CLO market from 2003 - 2011.
In the asset securitization area, Rich has represented issuers, arrangers, credit enhancement providers and servicers in a broad range of asset classes including solar, market-based lending, CMBS, RMBS, credit cards, trade receivables and asset-backed commercial paper.
A distinguished finance and securitization attorney, author and speaker, Sean M. Solis is a partner in the New York office of Milbank and a member of the firm’s Alternative Investments Practice.
Mr. Solis has counseled US and international asset managers and hedge funds in connection with tens of billions of dollars of transactions across a wide variety of collateralized loan obligation transactions (“CLOs”) as well as other complex structured credit financing arrangements. Moreover, Mr. Solis is an expert in the various regulatory regimes applicable in the securitization space including the US and EU Risk Retention Rules and the Volcker Rule. In addition, Mr. Solis has significant experience with secured and unsecured lending transactions and he has advised asset managers and institutional buyers in connection with strategic investments in private investment firms and on structuring complex transactions in preparation for liquidity events.
Mr. Solis is widely recognized as one of the country’s leading attorneys in the representation of CLO collateral managers and CLO equity investors. Clients describe him as “very intelligent, commercial and always willing to go above and beyond to satisfy client needs and demands.” Mr. Solis is recognized by Chambers USA (2018), where peers note that he is “a young but very seasoned partner in the CLO space,” and clients praise his work ethic and creativity noting that he “works tirelessly for his clients and is consistently at the forefront of new market developments.” Mr. Solis is a frequent speaker at securitization industry conferences and is regularly quoted on industry matters by Creditflux, Reuters, Bloomberg and other leading financial media outlets.
Ms. Walsh joined Bain Capital Credit in 2007. She is a Managing Director and Portfolio Manager in Liquid and Structured Credit focused on US CLOs and is based in Bain Capital Credit’s Boston office. During 2014 through 2016, she was based in the London office. Prior to her current role, Ms. Walsh was an Industry Research team member responsible for investments in the Energy and Utility sectors. Previously, Ms. Walsh was an analyst at Goldman Sachs in the Bank Debt Portfolio Group. Ms. Walsh received a B.B.A from the University of Notre Dame.