2020 U.S. Macro Outlook: Two Economies
Thursday, January 23, 2020
January
January 23, 2020 | 10 am PST | 1 pm EST
Register Here
Jump to:

Moody's Analytics Webinar: 2020 U.S. Macro Outlook: Two Economies

The U.S. economy is being buffeted by significant cross-currents. Consumers, housing, and fiscal policy are supporting growth. Business investment and trade are significant drags. Geopolitical uncertainty from the trade war and Brexit to the presidential election remains high. In this webinar we will consider whether the economic headwinds or tailwinds will prevail in 2020.

Speakers:

Mark Zandi, Chief Economist at Moody's Analytics.

Chief economist of Moody’s Analytics, where he directs economic research. Dr. Zandi’s broad research interests encompass macroeconomics, financial markets, and public policy.

Ryan Sweet, Director-Real Time Economics at Moody's Analytics.

Director of real-time economics at Moody's Analytics. His areas of specialization include U.S. monetary policy and forecasting high-frequency economic indicators.

Cris deRitis, Deputy Chief Economist at Moody's Analytics.

Deputy Chief Director at Moody’s Analytics, where he leads a team of economic analysts and develops econometric models for a wide variety of clients.

Questions? Email: MA-Webinars@moodys.com

08.30Registration &  Coffee

09.00 Opening Remarks

Chairperson: Sandra Veseli,  Managing Director, Corporate Finance

09.10 Keynote Spotlight  Conversation

Guest speaker to be announced

Led by Nick Hill, Managing Director, Banking  

09.45Leveraged Finance Plenary  Session

Beyond  the Leverage Multiple

Richard  Etheridge, Associate Managing Director, Corporate Finance

 

Followed  by a Panel Discussion

  • In a lower for longer interest  rate environment, does leverage matter anymore?
  • EBITDA add-backs: Now pervasive  in most deals, but larger and harder to achieve?
  • Downgrades on the rise: To what  extent is deal stress rising? How concerned should investors be?
  • ESG: Increasing in importance  but still mostly a sideshow for HY investors?

Led by Peter Firth, Associate Managing Director, Corporate Finance

Guest Speakers to be announced  

10.45Networking &  Coffee Break

11.15CLO Presentation

Dark  Clouds on the Horizon

  • Issuance and  performance updates
  • Negative outlooks and  downgrades: Impact on WARF and trading flexibility
  • How does a tighter arbitrage  impact CLO structures?
  • How big a risk is ESG for  CLOs?

Co presented by George Zittis, Vice President –  Senior Credit Officer, Structured Finance

James Morton, Vice President – Senior Analyst,  Structured Finance

11.40 Breakout Sessions

08.00 Moody's Analytics workshop (45 min)

Discover how Moody's CreditView can facilitate your fundamental credit analysis. You will learn how you can quickly access core credit information, and how to deep-dive into a full suite of leveraged finance research, data and services, to help you get it done.

Presented by Moody’s Analytics

08.30Registration &  Coffee

09.00 Opening Remarks

Chairperson: Sandra Veseli,  Managing Director, Corporate Finance

09.10 Keynote Spotlight  Conversation

Guest speaker to be announced

Led by Nick Hill, Managing Director, Banking  

09.45Leveraged Finance Plenary  Session

Beyond  the Leverage Multiple

Richard  Etheridge, Associate Managing Director, Corporate Finance

 

Followed  by a Panel Discussion

Led by Peter Firth, Associate Managing Director, Corporate Finance

Guest Speakers to be announced  

10.45Networking &  Coffee Break

11.15CLO Presentation

Dark  Clouds on the Horizon

Co presented by George Zittis, Vice President –  Senior Credit Officer, Structured Finance

James Morton, Vice President – Senior Analyst,  Structured Finance

11.40Sector Focused Breakout Sessions

No items found.

No items found.

If you have any questions, please contact

Christopher de Ridder, event manager,

christopher.deridder@moodys.com.