February 2021 | Issue 231
CLO Investor Summit 2020
A virtual event: 10 February 10am, New York
Amit Roy
Goldman Sachs
Lucy Paneter
Oak Hill Advisers
Maureen D’Alleva
Angelo Gordon
Peter Gleysteen
AGL Credit Mgt
10:00 - Welcome & data snapshot
A review of issuance and performance in 2020 and discussion on how 2021 is shaping up.
Sayed Kadiri, editor, Creditflux; Tanvi Gupta, head of data journalism, Creditflux
10:15 - US CLO market update
2020 was a tumultuous year for the US CLO market, ranging from the collapse of secondary liquidity and a raft of test breaches in the first half of the year to record equity returns and strong issuance in the second half. Our line up of experts will explore what 2020 taught them about the CLO market, and what they think 2021 has in store. From staple topics like issuance and relative value to newer concerns like ESG this panel will look deep into the key concerns of the CLO market for the year ahead.
Amit Roy, managing director, Goldman Sachs; Peter Sallerson, senior drector, content solutions, Moody’s Analytics; Maureen D’Alleva, head of performing credit,
Angelo Gordon
10:45 - Fireside chat
Peter Gleysteen, CEO & CIO, AGL Credit Management, Tom Davidson, assistant editor, Creditflux
11:15 - European CLO market update
The European CLO market ended 2020 on a high note with a raft of new issuance at tight spreads. CLO performance looked good as well, with generally little exposure to COVID impacted sectors. But 2021 looks likely to present a number of tricky challenges, including the impact of Brexit and a growing focus on ESG issues. Some of the best-known names in the market will discuss both the current state of the European CLO market and the challenges that lie ahead.
Michelle D’Souza, reporter, Creditflux; Lucy Panter, portfolio manager & partner, Oak Hill Advisors
11:45 - Themed meetings
Take some time to talk: no presentations, no agenda, just chat with other delegates around a theme where you simply have an interest.
- US relative value
- European relative value
- US collateral & performance
- European collateral & performance
13:00 - Close
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Global credit funds & CLO's
February 2021
| Issue 231Published in London & New York.
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