US CLO & Leveraged Loan Conference
Tuesday, September 10, 2019
September
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Moody’s First Joint Corporate Finance and Structured Finance Conference on Leveraged Loans and CLOs.

Discussion Topics:

The Annual US CLO and Leveraged Loan Conference provides a unique opportunity to gain insights into current credit trends and their implications from industry leaders and senior Moody’s analysts from our Structured Finance and Corporate Finance groups.

Who should Attend:
Probably the best one day CLO conference I've been to. Probably the best single day of panels I've been to - Portfolio Manager
Efficient use of my time.  Great discussion of current market and current issues. - Risk Manager
Topics were very good and participants very knowledgeable and current.  Participants are all major players in the CLO/Leveraged loan markets. - Portfolio Manager

Agenda

1:00 AM Workshop Registration

11:15 AM Lunch & Learn Workshop: Advanced Techniques in Analyzing Leveraged Loans & CLOs

  • Analyze CLOs and underlying loans using Moody’s Credit View and Structured Finance Portal
  • Evaluate financials and capital structure profiles of high yield companies
  • Understand trends driving credit performance in the high yield and CLO markets
  • Determine collateral overlap across CLOs; rank managers’ performance and styles

Presented by Moody's Analytics

12:00 PM Conference Registration

12:40 PM Opening Remarks

  • Jim Ahern, Managing Director - Global Head of Structured Finance, Moody's Investors Service

12:50 PM Keynote Speaker

  • Timothy P. O'Hara, Managing Director - Global Co-Head of Credit, BlackRock


1:15 PM The View On Credit

The View is a discussion with prominent credit strategists covering the outlook for CLOs and Leveraged Loans. In addition, we will share perspectives on the eventual credit downturn, the role of private equity, financial institutions and market liquidity in shaping the trajectory of defaults and recoveries.

  • Christina Padgett, Senior Vice President, Corporate Finance, Moody's Investors Service (Moderator)
  • Neha Khoda Leveraged Loan Credit Strategist, Bank of America Merrill Lynch
  • Maggie Wang, Managing Director, Global Head of CLO Research, Citi
  • Ana Arsov, Managing Director - Financial Institutions, Moody's Investors Service

1:45 PM Private Equity and the Deterioration of Corporate Credit

  • John Puchalla, Associate Managing Director - Corporate Finance, Moody's Investors Service (Moderator)

2:30 PM Weak Capital Structures and Loss Given Default

  • Mariarosa Verde, Vice President - Senior Credit Officer, Credit Strategy & Standards, Moody's Investors Service (Moderator)

3:15 PM Networking Break

3:30 PM Corporate Rating Transitions over Time and the Impact on CLOs

  • Ramon Torres, Senior Vice President, Structured Finance, Moody's Investors Service (Moderator)

4:15 PM CLO Documentation and New Structures

  • Lana Deharveng, Vice President - Legal Review, Structured Finance, Moody's Investors Service (Moderator)

5:00 PM Closing Remarks

  • Thomas J. Marshella, Managing Director - Co-Head of Corporate Finance, Americas, Moody's Investors Service

5:10 PM Networking Reception

Agenda

1:00 AM Workshop Registration

11:15 AM Lunch & Learn Workshop: Advanced Techniques in Analyzing Leveraged Loans & CLOs

Presented by Moody's Analytics

12:00 PM Conference Registration

12:40 PM Opening Remarks

12:50 PM Keynote Speaker


1:15 PM The View On Credit

The View is a discussion with prominent credit strategists covering the outlook for CLOs and Leveraged Loans. In addition, we will share perspectives on the eventual credit downturn, the role of private equity, financial institutions and market liquidity in shaping the trajectory of defaults and recoveries.

1:45 PM Private Equity and the Deterioration of Corporate Credit

2:30 PM Weak Capital Structures and Loss Given Default

3:15 PM Networking Break

3:30 PM Corporate Rating Transitions over Time and the Impact on CLOs

4:15 PM CLO Documentation and New Structures

5:00 PM Closing Remarks

5:10 PM Networking Reception

Featured Speakers

Timothy P. O'Hara
Managing Director, Global Co-Head of Credit

External Organisation

BlackRock

External Organisation

BlackRock

Managing Director, Global Co-Head of Credit
Timothy P. O'Hara
Neha Khoda
Leveraged Loan Credit Strategist

External Organisation

Bank of America Merrill Lynch

External Organisation

Bank of America Merrill Lynch

Leveraged Loan Credit Strategist
Neha Khoda
Maggie Wang
Global Head of CLO Research

External Organisation

Citi

External Organisation

Citi

Global Head of CLO Research
Maggie Wang

Moody's Speakers

Jim Ahern
Global Managing Director
Structured Finance

Moody's Investors Service

Moody's Investors Service

Structured Finance
Global Managing Director
Jim Ahern
Chris Padgett
Senior Vice President, Corporate Finance

Moody's Investors Service

Moody's Investors Service

Senior Vice President, Corporate Finance
Chris Padgett
John Puchalla
Associate Managing Director
Corporate Finance

Moody's Investors Service

Moody's Investors Service

Corporate Finance
Associate Managing Director
John Puchalla
Ana Arsov
Managing Director
Global Investment Banks, Finance Companies and Securities

Moody's Investors Service

Moody's Investors Service

Global Investment Banks, Finance Companies and Securities
Managing Director
Ana Arsov
Thomas J. Marshella
Managing Director - Americas Corporate Finance

Moody's Investors Service

Moody's Investors Service

Managing Director - Americas Corporate Finance
Thomas J. Marshella

For further information, please contact nazia.hussain@moodys.com