SCI's 3rd Annual Middle Market CLO Seminar

15 November 2022, New York

JOIN SCI FOR THE 3RD ANNUAL MIDDLE MARKET CLO SEMINAR

15 November 2022, New York

Introduction

After a banner 2021, middle-market CLOs were to move on apace in 2022, but macro concerns and inflationary fears have stalled the market’s growth spurt. Nevertheless, deals are still being done and activity remains healthy despite the challenging environment. Can the sector build on that resilience and develop even more strongly in 2023? This conference looks at the sector’s continuing evolution and its future potential.

SCI’s Middle Market CLO seminar provides an opportunity for the market to meet and discuss performance patterns and expectations, new structuring trends, relative value opportunities and what the post-new normal future is for the sector. Powerful networking opportunities abound. Get updated on deals, regulations, emerging issuers and significant investors. We hope you will join us this November for another must-attend event.

Applies until	Subscriber Discount	Subscriber Rate	Non-Subscriber	Non-Subscriber Discount
30-Sep	20%	$1,120	$1,190	15%
31-Oct	15%	$1,190	$1,260	10%
15-Nov	10%	$1,260	$1,400	0%

Agenda

15 November 2022

11:00 - 12:00

Registration Opens

12:00 - 13:00

Networking Lunch

13:00 - 13:05

Welcome Note & Opening Remarks

Simon Boughey, SCI US Editor

13:05 - 13:35

Keynote Address and Q&A

Christopher Gilbert, Natixis

13:35 - 14:20

Primary Market

2021 was a record year for middle market CLO issuance. 2022 has seen a step back so far, thanks mainly to economic circumstances. What does the remainder of the year hold and what is the potential for 2023?
Panel Includes:
Pratik Gupta, BofA Securities (Moderator)
Kevin Sunday, Wells Fargo Securities
Michael Herzig, First Eagle Alternative Credit
Daniel Strong, SMBC Nikko

14:20 - 14:40

Networking Break

14:40 - 15:25

Manager/Investor Roundtable

A discussion of the key topics impacting both issuers and investors such as: how they balance their respective needs and wants; trends in underwriting/acquisition and risk/portfolio management in the current volatile environment; and current liquidity, pricing, and risk/reward differentials for BSL vs. MM CLOs. As well as an examination of the evolution of the MM CLO investor base and borrowing sector diversification trends and outlook.
Panel Includes:
Mark Fontanilla, Mark Fontanilla & Co.
Ethan Sufian, Brown Brothers Harriman
Mark David, GreensLedge
Matthew Laurino, Blue Owl

15:25 - 15:45

Networking Break

15:45 - 16:30

Gaining Credit

MM CLO credit metrics improved strongly in 2021. What has happened this year and how do they now compare to BSL CLOs? An examination of MM CLO management from a credit perspective.
Panel Includes:
Robert Villani, Clifford Chance (Moderator)
Kelli Marti, Churchill Asset Management
Daniel Oshinsky, Schulte Roth & Zabel
Alexander Dennis, Capital One
Sean O’Keefe, Audax Private Debt

16:30 - 16:50

Networking Break

16:50 - 17:35

Private Debt

How have the macro-driven challenges facing the underlying middle market loan and private debt markets this year fed through to and impacted MM CLOs?
Panel Includes:
Chris Bell, Schulte Roth & Zabel (Moderator)
Jerry van Koolbergen , DBRS Morningstar
Abhishek Shukla , Natixis
Dinko Angelov , Audax Private Debt

17:35 - 18:20

MM CLO Awards 2022

Simon Boughey, SCI US Editor (Awards Host)
The awards categories are:
1. Deal of the Year
2. Innovation of the Year
3. Issuer of the Year
4. Manager of the year
5. Investor of the Year
6. Arranger of the Year
7. Law Firm of the Year
8. Service Provider of the Year

18:20 - 19:20

Cocktail Reception

SCI's 3rd Annual Middle Market CLO Seminar

15 November 2022, New York

JOIN SCI FOR THE 3RD ANNUAL MIDDLE MARKET CLO SEMINAR

Introduction

Exclusive Host

Platinum Sponsor

Agenda

Speakers

SCI's 3rd Annual Middle Market CLO Seminar

15 November 2022, New York

JOIN SCI FOR THE 3RD ANNUAL MIDDLE MARKET CLO SEMINAR

Introduction

Registration is now open

Exclusive Host

Platinum Sponsor

Agenda

Speakers