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Nathan Abegg


Nathan is a partner in the KPMG’s securitization practice providing attest and advisory services for CLOs, CMBS, RMBS and ABS asset classes.

He has over 30 years of experience in the banking & securities and investment management industries providing agreed-upon procedures, risk assessments, model validation, impairment reviews and valuations supporting financial statement audits services.

Peter Acciavatti

Managing Director

Mr. Acciavatti is a Managing Director and Head of JPMorgan’s US High-Yield Credit, CLO and Strategy research teams. He is responsible for providing US High-Yield and Loan Strategy and Portfolio research to JPMorgan’s clients. He was selected to Institutional Investor Magazine’s All-America Fixed-Income Research Teams 18 consecutive years, receiving top honors for the last 15 years. Mr. Acciavatti has spent the last 21 years covering the credit markets.  He began his career at Chemical Bank in the Middle Market Banking Group in 1994. Mr. Acciavatti holds a bachelor’s degree in Finance and Management Information Systems from Albany University, and an MBA degree from Columbia University Graduat ... (view full description)

Vikrant Agnihotri

Bank of America Merrill Lynch

Vik Agnihotri is a Managing Director at Bank of America Merrill Lynch.  He runs BAML’s CMBS Trading desk which is top ranked market maker in non-agency CMBS, agency CMBS, CMBX and CRE CLOs.  He has been with BAML and Merrill Lynch since 2006.  Prior to that he was Citi for a period of 2 years.  Vik has a MS degree from MIT and a BTech from IIT-Varanasi. 

Chrystalle Anstett

Managing Director
Eaton Partners LLC

Chrystalle is the Co-Head of Private Credit and has a leadership role in the origination, underwriting and project management of the firm's credit-related offerings. She works closely with clients on marketing strategy, collateral design and product positioning. She has over 17 years of financial services experience, 15 of which have been spent marketing investment products to institutional investors. Chrystalle is the author and co-author of several articles on raising institutional capital, which have been featured in Absolute Return, Bloomberg Markets and HFM Investor Relations. She is a frequent speaker on capital raising strategy and trends in institutional investing. Prior to joi ... (view full description)

Kashyap Arora

Managing Director
Vibrant Capital Partners

Mr. Arora is a Portfolio Manager in DFG’s Structured Credit Investment team and is responsible for assessing CLO-related investment opportunities. Mr. Arora is a member of the Structured Credit Investment Committee and has been an active participant in the CLO sector throughout the financial crisis, leading the work-out of a large strategic portfolio of CLO equities. He has invested across the CLO capital structure and more recently focused on mezzanine CLO debt and equity investments. Mr. Arora joined DFG investment Advisers in 2008. Mr. Arora received a graduate degree in Mathematics and Finance from New York University and an undergraduate degree in Electrical Engineering from Indian Inst ... (view full description)

Jeff Baevsky

Executive Managing Director

Mr. Baevsky is an Executive Managing Director at Greystone responsible for the firm’s project finance efforts, fostering banking relationships and managing loan syndication and capital market activities.  Prior to joining Greystone, Mr. Baevsky served as Head of Capital Markets at Gramercy Capital Corp. from 2007 to 2014, where he was responsible for arranging corporate and project debt and leading secondary loan trading activities.  Over his career, he has advised on and completed mortgage-based credit facilities, mezzanine finance, off-balance sheet acquisition and asset development programs, and both public and private debt and equity capital placements.  Previously, Mr. Baevsky served as ... (view full description)

Shiloh Bates

Managing Director
Flat Rock Global

Shiloh Bates is a Managing Director at Flat Rock Global. Prior to joining Flat Rock Global in 2018, Mr. Bates was a Managing Director at Benefit Street Partners, where he worked on corporate acquisitions. Prior to joining Benefit Street Partners in 2016, Mr. Bates was the Head of Structured Products at BDCA Adviser, where he was responsible for investments in collateralized loan obligations (“CLOs”) and publicly traded business development companies (“BDCs”) as well as structuring the firm's credit facilities. He has worked at several CLO managers including Canaras Capital Management, Four Corners Capital Management and ING Capital Advisors. Mr. Bates began his career as an investment banker ... (view full description)

Larry Berkovich

Allen & Overy

Larry is a partner in our structured finance practice, based in New York. He has over 24 years of experience, 18 years of which have been dedicated to collateralized loan obligations (CLOs) and other structured products. His practice places emphasis on broadly syndicated and middle-market CLOs, rated and unrated leveraged loan warehouse and structured term financing facilities, as well as CLO refinancings, resets, reissuances, upsizings and restructurings. Larry represents underwriters, issuers, collateral managers, administrative agents, banks acting as co-lenders and debt and equity investors. Larry's experience includes serving as principal outside counsel to two major investment banks in ... (view full description)

Angela Best

Director, Portfolio Manager, CLOs
MetLife Investment Management

Angela Best is Associate Director in Structured Finance responsible for MetLife’s U.S and Euro CLO portfolio. She is responsible for portfolio management, investment decisions, collateral manager and credit underwriting, CLO research and portfolio surveillance. Prior to joining Structured Finance, Angela held roles in Strategy & Business Planning for MetLife Variable Annuity Business and managed the Fixed Income Trade desk for MetLife’s Broker-Dealer. Prior to joining MetLife in 2000, she worked at Merrill Lynch in Biotech research and Goldman Sachs in Fixed Income Asset Management. Angela holds an MBA in Finance from Cornell University and a BS in Economics & Finan ... (view full description)

Batur Bicer

Managing Director
Napier Park Global Capital

Batur Bicer is a Managing Director focusing on investment strategies related to structured credit products both in cash and synthetic markets at Napier Park Global Capital (“Napier Park”). Napier Park separated from Citigroup’s alternative investment arm, Citi Capital Advisors (“CCA”), in February 2013. Prior to CCA, Batur served two years as Vice President at Goldman Sachs as a Credit Strategist covering primarily credit derivative products where he was responsible for recommending trade ideas and providing quantitative solutions for both internal and external clients. Prior to Goldman Sachs, Batur worked as a Credit Strategy Research Analyst for five years at Barclays Capital where he publ ... (view full description)

John Borse

Sky Road

Mr. Borse is President and Founding Partner of Sky Road LLC which provides technology services in the areas of complex trade processing, business intelligence and AI to asset management firms.  He served as General Partner and Chief Technology Officer at Ritchie Capital Management where he led technology and ran the fund’s quantitative trading group. Prior to joining Ritchie in 2001, Mr. Borse was Chief Information Officer and a member of the executive team at Citadel Investment Group. From 1992 to 1998 he managed the development of the Interest Rate Derivatives System at NationsBanc-CRT (now Bank of America). He holds a Ph.D. in Management Science and Information Systems, MBA, and MS Comput ... (view full description)

John Brodbine

Executive Director & Structured Portfolio Analyst
Eaton Vance Management

John Brodbine is a vice president of Eaton Vance Management and structured portfolio analyst. John joined Eaton Vance in 2004 as a member of the floating-rate loan team. He is responsible for modeling and analyzing the team’s CLOs and several institutional accounts. Prior to joining Eaton Vance, John was with U.S. Bank where he worked in the Corporate Trust Division performing Trustee Services for various CDO products. John earned his B.S. in finance from Merrimack College.

Paul Burke

Managing Director, Head of Agency & Trust Sales
Citibank, N.A.

Paul Burke is Head of Agency and Trust Sales for North America, at Citibank, N.A. His team is a market –leading trustee in the structured finance industry, across all major asset classes, including CLOs, RMBS, CMBS and Esoteric ABS. In his twenty-five years in the field of asset-backed securities, Paul has worked on a wide variety of domestic U.S. and international securitizations of assets, including auto loans, credit cards, bank loans, corporate bonds, export contract receivables, aircraft leases, airline ticket receivables, trade receivables and mortgages. Paul is a member of the Trustee Committee of the SFIG, having also served for several years the Co-Chair of t ... (view full description)

Adrienne Butler

Managing Director

Adrienne Butler is a member of Barings’ U.S. High Yield Investments Group and is head of CLO Funds. She is also a member of the U.S. High Yield Investment Committee. She is responsible for new CLO marketing and formation as well as existing CLO portfolio management. Adrienne has worked in the industry since 1990 and her experience has encompassed sell-side relationship banking, media and telecom specialty lending, and CLO portfolio management. Prior to joining the firm in 2002, she was part of the acquisition of First Union Institutional Debt Management (“IDM”), where she was a senior analyst in IDM’s Loan Research Group. Before IDM, she was a vice president/relationship manager at First Uni ... (view full description)

Sandeep Chana

S&P Global Ratings

Sandeep Chana is a Director and Lead Analyst at S&P Global Ratings and is a member of the structured credit team. His responsibilities include the assignment and surveillance of new issue ratings to CLO transactions, as well as authoring several publications on the European CLO market.

Sandeep holds a BSc Geography and Economics degree from Queen Mary, University of London, and an ICMA-FIC with distinction from Hendley Business School.

Jackson Chu

Product Manager
Virtus from FIS

Jackson Chu has 15 years of experience in the financial services industry. He is currently a Senior Product Manager at Virtus Partners responsible for the product strategy, sales and marketing of Glide, Credit Portfolio Management Technology. Prior to joining Virtus Partners, he held positions at Van Eck Global and J.P. Morgan Asset Management – Global Real Assets where he developed and launched award-winning fixed income, private equity and direct real estate investment funds. Jackson received a B.A. in Economics from Pennsylvania State University.

Jill Clancy Simonson

Senior Manager

Jill Clancy is a Senior Manager in the Advisory Services practice of Ernst & Young LLP. She has thirteen years of financial services experience in the fields of financial modeling, structured credit products, real estate auditing, and banking and securities consulting. As a Senior Manager in the Structured Finance Advisory Services practice, Jill is responsible for the review of Agreed-Upon-Procedures reports related to the closing, effective dates and payment dates of Collateralized Debt Obligations (“CDO”) and Collateralized Loan Obligations (“CLO”).  Jill hold a B.S. in Business Administration from the University of Richmond and an M.B.A from The University of North Carolina’s Kenan-F ... (view full description)

Matt Clarkin

Senior Vice President
U.S. Bank

Matthew has more than 14 years of experience in the investment servicing industry, primarily in custodian product management and relationship management roles. He joined U.S. Bank in 2010 after our acquisition of Bank of America’s corporate trust department. In his current role, Matthew serves as the product manager for U.S. Bank Middle Office Solutions, our outsourcing offering for bank loan managers. Previously, he has served in leadership roles in government loan guarantee program assignments and was the business line’s subject matter expert on distressed ABS CDO liquidations following the financial crisis. Matthew is located in Chicago, Illinois. Matthew earned a ... (view full description)

Meredith Coffey

Executive VP of Research & Analysis
Loan Syndications Trading Association

Meredith Coffey is Executive Vice President of the Loan Syndications and Trading Association (LSTA), and runs its Research and Analysis Department. Ms. Coffey co-heads the LSTAs regulatory and CLO efforts, which help facilitate continued availability of credit and the efficiency of the loan market. In addition, Ms. Coffey heads a team of analysts that are responsible for analyzing current and anticipated loan market developments, helping the LSTA build strategy and improve market efficiency, and providing commentary through weekly newsletters, periodic conferences and webcasts. Ms. Coffey and the analyst team also engage market participants, press and regulators on issues and dev ... (view full description)

Joyce DeLucca

Hayfin Capital Management LLP

Ms. DeLucca is a Partner at Hayfin and holds the position of Portfolio Manager for the firm's U.S. High-Yield and Syndicated Loans business. Prior to joining Hayfin, Ms. DeLucca was Founder, Managing Principal and co-CIO of Kingsland Capital. Previously she was the Managing Principal of Katonah Capital, an asset manager focusing on leveraged loans and high yield bonds. Before this Ms. DeLucca was a Managing Director of Chase Manhattan Bank where she was a co-founder of Octagon Credit Investors, a Portfolio Manager and Investment Advisor at Fisher Brothers and a Trader and Analyst with Bernstein Macaulay’s high yield bond and mortgage-backed securities divisions. Ms. D ... (view full description)

Kirby Dianora

Senior Manager
Deloitte & Touche LLP

Kirby Dianora is a Deloitte Risk and Financial Advisory senior manager in Deloitte & Touche LLP’s CLO Compliance group. With over 15 years of experience, Kirby focuses on managing agreed upon procedures for collateralized loan obligation transactions throughout the various lifecycle stages.  Having worked closely with a variety of asset managers, trustee banks and underwriters over the years, Kirby helps her clients navigate through complex reporting compliance issues. She has extensive knowledge of the mechanics driving waterfall payments, collateral quality tests, coverage tests, and portfolio eligibility criteria tests required in investor compliance reporting.  She also focuses on de ... (view full description)

Rebecca Hogan Dorrian

Managing Director
Morgan Stanley

Rebecca is currently the head of Non-Agency RMBS and ABS Trading at Morgan Stanley where she has worked for over 12 years. During that time she has traded RMBS, CLOs, CDOs, ABX, and ABS. She holds a BS in Chemical Engineering from the University of Virginia and an MBA from Columbia University.

Obinna Eke

Apollo Global Management

Mr. Eke joined Apollo Global Management Inc. in 2020 as a Principal in the Client and Product Solutions Group. Mr. Eke also serves as Head of Investor Relations at Redding Ridge. Prior to that, Mr. Eke was the Head of the US CLO Syndicate Desk at BNP Paribas CIB where he was responsible for managing the marketing and distribution process for BNP Paribas' US CLO business. Prior to BNP Paribas, Mr. Eke was an Analyst in the Equity Finance Group at Goldman Sachs International. Mr. Eke graduated from University of Lagos, Nigeria with a B.S. degree in Systems (Industrial) Engineering and received his M.S. in Financial Engineering from the Haas School of B ... (view full description)

Eugene Ferrer

Paul Hastings

Eugene Ferrer is a partner in the Corporate practice at Paul Hastings and is based in the New York office. His practice focuses on securitization and structured finance, with a particular emphasis on structured credit products and collateralized loan obligation transactions. In the CLO and structured credit area, he represents investment banks, financial institutions, investment advisors and investors and has been involved with the product area for nearly two decades.

John Fraser

Managing Director & Head of U.S.
Investcorp Credit Management

John Fraser joined 3i Debt Management US LLC (“3i DM US”) in September 2012, which became Investcorp Credit Management US LLC  (“ICM US”) in February 2017.  John joined 3i DM US following the completion of the strategic transaction with Fraser Sullivan Investment Management (“FSIM”), which established the 3i Debt Management platform in the US.  He was the Co-Founder, Chief Investment Officer, and Managing Partner of FSIM and served in such capacity since FSIM’s founding in 2005.  Prior to founding FSIM, Mr. Fraser was a Managing Director and Partner with Angelo, Gordon & Co from 1997 to 2005.  At Angelo, Gordon & Co., Mr. Fraser started the firm’s leveraged loan investment management ... (view full description)

David Galainena

Winston & Strawn LLP

Dave Galainena, Structured Finance Practice Co-Chair, concentrates his practice in structured finance, finance company platforms, and debt capital markets. He has more than 30 years of experience handling debt capital markets and structured finance matters in both the asset-backed and mortgage-backed markets, as well as the formation and structuring of finance company platforms which originate the underlying financial asset. Prior to joining Winston & Strawn, Dave was a partner in the structured finance department of another major U.S. law firm and worked for CS First Boston as an investment banker in mortgage finance.

Elliot Ganz

General Counsel and Chief of Staff

Elliot Ganz is Executive Vice President and General Counsel of the LSTA His responsibilities include managing the LSTAs legal and regulatory affairs, as well as market practices and standardization initiatives. Previous to joining the LSTA, Mr. Ganz was a Vice President and Associate General Counsel at CIBC World Markets Corp. and served as Director of U.S. Banking. In that capacity he was responsible for all aspects of the loan product. He supervised Credit Portfolio Management, Credit Capital Markets, Loan Syndications and Trading, Credit Derivatives and Asset-Backed Securities. Before joining CIBC, Mr. Ganz was Assistant General Counsel at ING Baring Securities whe ... (view full description)

Jenna Giannelli

High Yield Analyst

Jenna is Citi’s High Yield Retail, Consumer & Food analyst and has been with Citi since August 2012. Jenna joined from JPMorgan (2010-2012), where she was part of the high-yield automotive and shipping research team ranked #1 by Institutional Investor’s “All-America Fixed Income Research Survey” in 2010 and 2011. Prior to JPMorgan, she worked on the buy-side at State Street Global Advisors (2005-2010) as the retail, consumer, and food analyst for SSGA’s active high-yield investment funds. Jenna has a Master of Science in Finance from Boston College’s Carroll School of Management and a Bachelor of Science in Business Administration from Boston University.

Christopher Gilbert

Head of U.S. CLO Banking

Christopher Gilbert joined Natixis in May 2005 as a CLO structurer and has
deep banking experience across both the Middle Market and Broadly
Syndicated sectors. Prior to Natixis, he was a principal at an advisory firm
from 2002 to 2005 and an Investment Banker at Goldman Sachs from
1996 to 2002.
Mr. Gilbert holds an MBA from the Darden School of Business at the
University of Virginia and a BBA in Accounting from the College of William
& Mary. He also holds designations as a CPA and a CFA.

David Heilbrunn

Senior Managing Director
Churchill Asset Management

David Heilbrunn is a Senior Managing Director of Churchill Asset Management. As the firm’s Head of Product Development & Capital Raising, Mr. Heilbrunn focuses on capital raising activities and strategic initiatives, structuring new products and developing important institutional client relationships. Mr. Heilbrunn also focuses on optimizing the firm’s various financing arrangements and oversees Churchill’s collateralized loan obligation (CLO) platform. Prior to joining the Churchill team in 2016, Mr. Heilbrunn held senior roles at several firms, including Managing Director at Fifth Street Asset Management; Managing Director of The Carlyle Group; Senior Managing Director and Head of Corp ... (view full description)

Jian Hu

Managing Director & Head of New Ratings for US Corporate Asset Securitization
Moody's Investors Service

Jian Hu is Managing Director and Head of New Ratings for US Corporate Asset Securitization that includes CLOs, Commercial and Esoteric ABS, and other structured credit products at Moody’s Investors Service. From September 2008 to September 2016, he was MD and Global Head of CLOs and Structured Credit Surveillance. He is also Moody's Global Structured Finance Research Coordinator. In addition, Jian is involved in various global research and outreach activities related to China, and Co-Chair of China Market Committee of U.S. Structured Finance Association. Prior to September 2008, Jian was a Senior Vice President responsible for CLOs and Structured Credit research. From 2002 to 2007, he ... (view full description)

Eric Hudson

Senior Managing Director

Eric Hudson is a Senior Managing Director at Kroll Bond Rating Agency (KBRA), with a focus on CLOs, CDOs, and warehouse financing transactions. Eric joined KBRA after 11 years at Standard & Poor’s (now S&P Global Ratings), where he held various roles within the company’s structured finance ratings practice. Most recently, he was a senior director and analytical manager for S&P’s U.S. Structured Credit Group, where he led the team that was responsible for assigning ratings to all newly-issued CLO and CDO transactions. In addition to managing a multiregional team of analysts, Eric served as the face of S&P’s CLO team, leading outreach efforts among ... (view full description)

Aaron Hughes

Senior Director
Fitch Ratings

Aaron Hughes is a Senior Director in the Structured Credit group at Fitch Ratings. He currently manages a team of analysts responsible for assigning new issue CLO ratings and publishing reports on each transaction's key risk factors, as analyzed under the framework of Fitch's CLO criteria. Prior to joining Fitch in 2006, Aaron was an Assistant Vice President in the corporate trust group at LaSalle Bank in California, leading a team of analysts charged with modeling cash flows, monitoring compliance tests and designing trustee reports for CDOs. Aaron began his career as a corporate trust officer at Deutsche Bank, responsible for accounting and reporting activity for ABS, MBS and C ... (view full description)

Ronnie Jaber

Head Loans &Structured Credit

Ronnie is a Portfolio Manager of Onex Credit, overseeing Loans & Structured Credit globally and member of the Credit Investment Committees. Prior to joining Onex Credit, Ronnie spent over 11 years at The Carlyle Group where he was Co-Head of Carlyle Structured Credit, Managing Director and Portfolio Manager in Global Credit. In this capacity, Ronnie was responsible for Structured Credit investment activity globally, Opportunistic Credit managed accounts and for shaping internal market/macro strategy. Prior to joining Carlyle, Ronnie ran the structured loan business at Morgan Stanley globally. Prior to that, he was responsible for high-yield structured credit trading and worked on a propr ... (view full description)

Matt Jones

VP/Sr Credit Off
Moody's Investors Service

Matthew Jones is a Vice President and Senior Analyst on the Technology team within the Corporate Finance Group at Moody’s. Matthew currently specializes in the Software, Connectivity and Communications Equipment industries. Prior to joining Moody’s in 2006, Matthew spent 16 years in the banking industry including positions as Managing Director in the Leveraged Finance Group at CIBC World Markets and as Senior Vice President in the Technology Media and Telecommunications group at Royal Bank of Scotland. Matthew also has an extensive background restructuring troubled credits. Matthew is a Magna Cum Laude graduate of Tufts University with a Bachelors degree in Mechanical ... (view full description)

Steve Kahn

Managing Director

Steven Kahn is a Managing Director at Mizuho Securities focusing on the origination and structuring of new-issue CLOs in the U.S. Prior to that, Mr. Kahn was President and Executive Officer of Invicta Capital, a Credit Derivative Products Company and affiliate of Babson Capital, from 2008-2013. Mr. Kahn spent 13 years at Financial Security Assurance, Inc. (FSA), starting as an associate in the Asset Finance Group and eventually Managing Director of the Corporate Credit Group. Mr. Kahn began working on CLO’s in 1998 and worked closely with issuers, arrangers and rating agencies to improve CLO structures and ultimately managed a $30+ billion CLO portfolio. Under Mr. Kahn FSA avoided the ABS CD ... (view full description)

Manish Kapoor

Managing Principal, Vice Chairman
West Wheelock Capital, Fixed Income Inv.

Manish has 17 years of experience in creating capital market origination platforms, structuring and originating principal transactions and investing in credit assets. He has led over $20 billion of transactions and restructured assets and liabilities for the largest global bankruptcy at the Lehman estate. He continues to focus on investment and liquidity strategies in credit assets. Prior to working at the Lehman bankruptcy estate, Manish worked in principal groups at Lehman and Bear Stearns in New York, where his mandate was to utilise the firm’s balance sheet to invest in proprietary cross-asset transactions in multiple jurisdictions. Manish has extensive experience in evaluati ... (view full description)

Kevin Kendra

Managing Director
Fitch Ratings

Kevin P. Kendra is a managing director in Fitch Ratings’ New York office. He currently manages the U.S. Structured Credit group responsible for collateralized loan obligations (CLO) and other structured credit ratings. The structured credit team is charged with assigning new issue CLO ratings, maintaining the accuracy of existing ratings, providing useful tools to investors and publishing research on transaction characteristics and performance.   Prior to this post he served as Group Credit Officer for U.S. and Latin America Structured Finance. In this role he maintained and further enhanced the quality of credit analysis within the structured finance and covered bonds teams, par ... (view full description)

Lauren Kerr

Director of Programming

Asif Khan

Managing Director, Global Head of CLOs

Mr. Khan is the Global Head of CLO’s at MUFG Securities. Previously, he led global distribution business for structured credit products at Morgan Stanley, Goldman Sachs, Wachovia and Credit Suisse. Mr. Khan has over 16 years of experience in sales, marketing, trading and structuring of fixed income securities, with a particular focus on Securitized Products and Emerging Markets. He has also spent two years on the buy-side investing in structured credit instruments. He started his career at Salomon Brothers in New York in Emerging Markets Fixed Income Research. Mr. Khan holds an M.B.A. from William E. Simon School at University of Rochester and Bachelor of Business Administration, Magna Cum L ... (view full description)

Gene Kilgore

Executive Vice President of Structured Securitization
Arbor Realty Trust, Inc.

Gene Kilgore joined Arbor in October 2004 and is responsible for overseeing the development, marketing and implementation of debt structures for the capital markets. He has a unique and strategic expertise and brings a wealth of professional experience from his work in the structured finance and real estate industries. Prior to joining Arbor, Mr. Kilgore was a portfolio manager at ZAIS Group LLC with a CDO and real estate focus. Previously, he structured CDOs as a director in the risk finance group at Barclays Capital; rated CDOs and CMBS as a director with Standard & Poor’s; and served as a vice president at Wachovia Bank with positions in commercial real estate and corporate lending. ... (view full description)

Dan Ko

Principal & Portfolio Manager
Eagle Point Credit Management

Dan is a Principal and Portfolio Manager of Eagle Point Credit Management. He is responsible for selecting and structuring strategic investment opportunities in the primary CLO market, analyzing secondary CLO market opportunities, executing trades, and monitoring Eagle Point’s investments. Dan has specialized in structured finance throughout his entire career. Prior to joining Eagle Point, Dan was a Vice President at Bank of America Merrill Lynch in the CLO structuring group. He was responsible for modeling CLO cash flows, negotiating deal terms with both debt and equity investors, and coordinating the rating process. In addition, he was responsible for exploring non-standard structuring ini ... (view full description)

Steven T. Kolyer

Sidley Austin LLP

STEVEN T. KOLYER is a partner in the Global Finance Group in the firm’s New York office. He has broad experience in securitizations, structured credit products, investment fund formations and conventional securities offerings, focusing on CLOs/CDOs and related financings in the corporate, real estate and infrastructure sectors. Steven is experienced in conventional capital markets and commercial lending and credit transactions and in credit-linked and other derivative products. Steven's experience over the years has been highlighted by transactions involving innovation and structured solutions in the capital markets. He played a lead role in the development of a number of ... (view full description)

Kathleen Kraez

Managing Director

Kathleen Kraez is a member of the firm’s Structured Credit Team. She is responsible for portfolio management, CLO modeling and structural analysis, collateral manager evaluation and monitoring of CLO investments. Kathleen has over 19 years of industry experience. Prior to joining Babson Capital in 1996, she was previously associated with State Street Bank & Trust as a Portfolio Accountant. Kathleen holds a B.A. from Pennsylvania State University and an M.B.A. with a concentration in finance and accounting from Regis University.

Jeffrey Kramer

Mariana Systems

Konstantin Kulev


David Kurnov

Senior Director - Financial Engineering
Moody's Analytics

David manages global operations for the structured finance valuations, advisory and investor business at Moody’s Analytics. His team develops and implements analytical models for valuing and stress testing securities across structured asset classes and provides advisory support for risk analysis and regulatory submission. David also manages the products used by structured finance investors to perform monitoring and cashflow analysis. David has a BS in economics from The Wharton School and a BSE in computer science from the School of Engineering at the University of Pennsylvania.

Matthew Layton

Pearl Diver Capital

Matthew joined Pearl Diver Capital in 2009 and has 12-years of buy side credit experience in structured credit, leveraged finance and high yield. Matthew heads the credit division of Pearl Diver Capital and is a member of the senior investment committee.  Matthew  previously worked as a credit analyst for Alcentra where he was responsible for a portfolio of investments totalling €1.5bn in value.  Matthew specialised in sectors that included Publishing/Media/Leisure/Gaming/Restaurant/Waste Management and worked with the special situations distressed team.  Matthew has a Bsc in Economics from University of Wales, Swansea UK.

Taryn Leonard

Managing Director

Taryn Leonard is a member of Barings’ Structured Credit Investment Group. She is responsible for portfolio management, CLO modeling and structural analysis, collateral manager evaluation and monitoring of CLO investments. Taryn has worked in the industry since 1997 and her experience has encompassed investment, structuring and distribution roles across structured credit. Prior to joining the firm in 2007, she served as a portfolio manager at Axon Financial, and held various positions at FGIC and JP Morgan. Taryn holds a B.A. from Barnard College and an M.B.A. from Columbia Business School.

Paul Livanos

Managing Director
Virtus from FIS

As Head of US Sales at Virtus Partners I am keenly focused on fostering a culture of client focus and growth to deliver world-class products and services to buy-side and sell-side firms active in the credit markets. I manage a team of seasoned sales professionals to lead the firm’s sales and business development efforts across six business lines: Front Office Credit Platform, Managed Services/Middle Office, Structured Products, Fund Services, Loan Agency and Virtus Trade Settlement.Virtus is a high-powered and technology focused organization. I work closely with the firm's managing partners to execute our vision of providing an integrated suite of services for ... (view full description)

Thomas Majewski

Managing Partner & Founder
Eagle Point Credit Management

Tom is the Managing Partner and founder of Eagle Point Credit Management. Tom has been involved in the formation and/or monetization of nearly 100 CLO transactions across multiple market cycles. Tom led the creation of some of the earliest refinancing CLOs, pioneering techniques which are now commonplace in the market. He has spent his entire career in the structured finance and credit markets. Tom serves as the Chief Executive Officer of Eagle Point Credit Company (NYSE: ECC) and Chairman and Chief Executive Officer of Eagle Point Income Company (NYSE: EIC).  Tom is also a director of Marble Point Loan Financing Ltd. (LSE: MPLF).   Prior to founding Eagle Point with ... (view full description)

Deryk Meherik

Senior Vice President/Manager, CRE CLO Ratings
Moody's Investors Service

Deryk Meherik joined Moody’s Structured Finance Group in 2003 and is currently a team leader within the CMBS & CRE CDO Surveillance team. He also oversees the review of primary US CRE CDO/CLO transactions. In addition, he contributes to CRE CDO/CLO research. Deryk has authored or co-authored three global rating methodologies including SF CDOs, SF resecuritizations, and SF interest-only securities. Prior to being appointed to his current position, he was a lead analyst within the CMBS & CRE CDO primary team, where he rated various fixed and floating rate CMBS and CRE CDOs transactions. Additionally, Deryk has rated primary Structured Credit transactions. Prior ... (view full description)

Seth Messner

Katten Muchin Rosenman LLP

Seth Messner's practice focuses on the representation of borrowers, lenders, issuers, collateral managers, servicers, subservicers, rating agencies, government sponsored enterprises (GSEs) and other parties in a wide array of domestic and international financing transactions. These include asset-backed secured lending transactions, single-family rental loan originations and securitizations, mortgage servicing rights transactions, securitizations of nonperforming, reperforming and jumbo loans, re-securitizations of real estate mortgage investment conduits, and the formation, administration and restructuring of collateralized loan obligations and other vehicles for the pooling of financial ins ... (view full description)

Dagmara Michalczuk

Principal and Portfolio Manager
Tetragon Financial Group

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.

Stephen Moore

Distinguished Visiting Fellow, Project for Economic Growth
The Heritage Foundation

Stephen Moore, who formerly wrote on the economy and public policy for The Wall Street Journal, is a Distinguished Visiting Fellow, Project for Economic Growth, at The Heritage Foundation. Moore, who also was a member of The Journal’s editorial board, returned to Heritage in January 2014—about 25 years after his tenure as the leading conservative think tank’s Grover M. Hermann Fellow in Budgetary Affairs from 1984 to 1987.    Moore was previously the founder and president of the Club for Growth, which raises money for political candidates who favor free-market economic policies. Moore also founded the Free Enterprise Fund before joining The Wall Street Journal.    Ove ... (view full description)

William Moretti

Senior Managing Director

Bill Moretti is an industry leader at the intersection of structured finance, financial technology, and portfolio management, and is head of RiskSpan’s SmartLink Innovation Lab. Over the course of his two-decade tenure as a senior investment executive with MetLife, Bill became recognized as an innovative and energetic leader, strategic thinker, change agent, and savvy risk manager. As MetLife’s head of Global Structured Finance, Bill created proprietary analytical systems, which he paired with traditional fundamental credit analysis to maximize portfolio income and returns through market rallies while preserving inve ... (view full description)

John Nagykery

Vice President
Capital One

Michael Oliver

Director, Sales
Siepe LLC

Michael (Mike) has more than 20 years of experience in the capital markets industry focusing on collateral loan obligations (CLOs), CLO Middle Office Solutions, loan agency and custody services, commercial real estate CLOs, and commercial mortgage-backed securities (CMBS).  Currently Mike is a Director - Sales for Siepe LLC.  Siepe LLC focuses on portfolio management software as well as outsourced middle and back office solutions for portfolio managers.  He is located in Chicago, Illinois.
Mike earned a bachelor’s degree in business administration with a concentration in finance from Benedictine University in Lisle, Illinois.

Saffet Ozbalci

Managing Director

Saffet Ozbalci, CFA, Managing Director, is Co-head of the US CLO tranche investing business within Global Fixed Income and a member of Securitized Asset Investment Team. Mr. Ozbalci is a senior CLO trader and Portfolio Manager. Mr. Ozbalci is also responsible for investing in CLOs for a number of BlackRock managed funds   Prior to joining BlackRock in 2012, he was with BNP Paribas, most recently as head of CLO trading. Prior to this role, Mr. Ozbalci was a Portfolio Manager at Barclays Global Investors (BGI), where he was responsible for the trading of securitized credit assets and management of short-duration fixed income portfolios. In his previous role, Mr. Ozbalci was an ABS ... (view full description)

Chris Padgett

Associate Managing Director
Moody's Investors Service

Christina Padgett is an Associate Managing Director in Moody's Corporate Finance Group and leads the Leveraged Finance practice. She spends most of her time chairing high yield rating committees and producing credit research with a focus on the leveraged finance market and private equity. Before joining Moody's, Christina was a vice president at JPMorganChase in the Mergers and Acquisitions Group. Prior to her experience in investment banking, Christina finished the bank's Credit Training program and worked in Europe Corporate Finance and Credit Audit. She received a Masters in International Political Economy from Columbia University, School of International and Public Affairs ... (view full description)

Jay Park

Credit Suisse Asset Management

Steven Park

Principal & Executive Director
Alexandria Capital

Steven Park is a Principal and Executive Director at Alexandria Capital where he serves as a member of the Executive Board that oversees matters relating to the strategic activities of the firm, including Alternative Investments. Steven brings over 30+ years of professional experience on Wall Street, both at JP Morgan Chase and most recently at Deutsche Bank as a Managing Director and Head of Sales for the Americas. Steven has been involved in the creation and management of complex capital market transactions throughout his professional career, and is an expert in all things related to structured financial products. He has deep, established, senior relationships in Asset Management, Credit H ... (view full description)

Jalpa Patel

Senior Manager

Jalpa Patel is a Senior Manager in the Securitization practice at Deloitte & Touche LLP.  Jalpa has over 12 years of securitization transaction experience in various types of asset backed securities specializing in CRE CLO and Commercial Mortgage Backed Securities (CMBS) transactions.  Jalpa’s responsibilities include managing and developing teams of collateral analysts to deliver agreed upon procedures services to Issuers of CRE CLO and CMBS securitization transactions. These services include collateral loan and property level data file due diligence, collateral pool level analytics and reviewing transaction offering documents.  Jalpa works closely with real estate finance companies, RE ... (view full description)

Sonal Patel

Managing Director
BNY Mellon

Sonal Patel is currently the US and Americas Business Development Group Head for Corporate Trust.  She works with collateral managers, hedge funds, private equity firms, investment banks, corporations, and law firms to develop a portfolio of Corporate Trust services. She focuses in the areas of structured finance, loan and debt solutions. She is a key thought leader within BNY Mellon with a strong view on evolving client and market needs. She also serves on BNY Mellon’s WIN Executive Committee, an employee resource group that promotes women’s career development.   Ms. Patel joined BNY Mellon in 2000 and has since held numerous key business development roles In Corporate Trust. He ... (view full description)

Justin Pauley

Head of CLO Capital Markets
Brigade Capital Management

Mr. Pauley is a Partner and the Head of CLO Capital Markets. Prior to joining Brigade in 2012, Mr. Pauley led RBS’s CDO/CLO strategy platform. As a CLO strategist, Mr. Pauley focused on relative value, structural characteristics and collateral quality. In that capacity, Mr. Pauley published monthly reports on the CLO sector and provided the trading desk with analysis and information systems. Additionally, Mr. Pauley worked for Wells Fargo Securities and held various positions that included CDO Research Analyst. Mr. Pauley is the author of Unlocking Financial Data (O’Reilly Media, 2017). Mr. Pauley received a BS in Computer Science from Winthrop University.

Lyuba Petrova

Fitch Ratings

Lyuba Petrova joined Fitch in October 2016 as Director in the Leveraged Finance team. Her focus falls on identifying trends in  the Leveraged Finance market, studying corporate structures and analyzing deal documentation. Prior to joining the Fitch team, Lyuba was at JPMorgan where she spent the first 10 years of her career. Joining as a full-time analyst in  2007, she worked on Leveraged Finance transactions in New York and  London. From 2008-2016 she was a member of the Risk Management team. In this capacity, she was tasked with issuer analysis, agreement negotiation, as well as maintaining a  portfolio  of $3.2 billion of primary exposure across a   variety of industries.

Jeremy Phillips


No biography specified

Jason Powers

Managing Director
Wells Fargo

Mr. Powers is Co-Head of Origination and Capital Markets at Wells Fargo Securities responsible for providing warehouse financing and term financing to broadly syndicated loan managers, middle market originators/lenders, and small business lenders, as well as issuance of Collateralized Loan Obligations ("CLOs"). Jason joined Wachovia in 2003 and has 17 years of experience in the high yield and securitization markets. Prior to joining Wachovia, Jason worked in the High Yield Special Products team at Banc of America Securities. Jason holds a BA in Economics from the University of South Carolina.

David Preston

Head of Structured Credit Research
AGL Credit

David Preston, CFA, is the head of Structured Credit Research at AGL Credit, and has almost 20 years of experience in securitization and structured credit.   Prior to joining AGL, Preston was head of ABS & CLO research at Wells Fargo Securities, leading a client facing research group covering U.S. and European CLOs, Middle Market CLOs, and Asset Backed Securities (ABS). The Wells Fargo CLO Research team was ranked #1 in Institutional Investor’s All-America Fixed-Income Research survey in every year from 2013 to 2020.   Wells Fargo CLO research was also ranked #1 Most Helpful CLO Team in every year from 2015 to 2020 by Greenwich Associates Fixed Income Invest ... (view full description)

Joseph Priolo

Senior Vice President

Kamal Ramnani

Vice President
Goldman Sachs

Kamal has been trading CLOs since 2009, prior experience includes trading CLOs/ABS at Citadel, KGS Alpha Capital Markets.

He started his career at ICP Capital in structuring and modeling CDOs/CLOs.

He graduated from Columbia University in financial mathematics in 2007

Matthew Rightnour


Matt is a Director in PwC’s Financial Markets Group, with over 15 years of capital markets experience. Matt has extensive knowledge of the corporate loan market and CLO industry, where he is the Valuation team leader for his BDC, investment bank, and private equity clients. Matt's expertise includes the credit assessment of middle market and broadly syndicated loans, including subordinate debt structures.  This expertise focuses on the review, design and implementation of valuation and portfolio management procedures for these assets.  Matt also has significant experience with distressed debt funds and complex debt instruments.  He has coordinated valuation strategies for these assets, ... (view full description)

Sebastiano Riva

Managing Director
The Carlyle Group

Sebastiano Riva is a Managing Director and Head of Liability Management in Carlyle Global Credit.  Mr. Riva’s primary focus is on the broadly syndicated and middle market loan businesses as well as other liability management initiatives.  Prior to joining Carlyle, Mr. Riva was at Wells Fargo Securities in charge of global marketing of new issue CLO.  Mr. Riva started his structured finance career at Bankers Trust in the late 1990s and has also held positions at DLJ, TD Securities, and Lehman Brothers. Mr. Riva received his B.S. in Economics from the Wharton School of the University of Pennsylvania.

Cara Roche

Managing Director
ZAIS Group

Ms. Roche serves as a Portfolio Manager and Managing Director at ZAIS and is responsible for securitized corporate credit.  Since joining ZAIS, Ms. Roche has had significant involvement in the investment analysis of corporate backed CDO tranches, credit derivatives and synthetic securitizations and the management of the funds holding these securities.  She also contributed to the development of analytical systems and the group’s quantitative modeling capabilities.  Before joining ZAIS in September of 2004, Ms. Roche attended New York University and Trinity College Dublin.  She received a B.S. in Chemistry from NYU in 2004 and an M.A. in Mathematics of Finance from Col ... (view full description)

Carlos Rodriguez

Sidley Austin LLP

CARLOS RODRIGUEZ practices in the areas of securitization and structured finance and represents major commercial banks, investment banks, fund advisers, insurance companies and government entities in the United States and Latin America in structuring, financing and investing in structured financial instruments, asset-backed securities and derivatives. He has extensive experience in capital markets transactions involving the public offering of registered securities and the private placement of securities issued by U.S. and non-U.S. issuers, including offerings under Rule 144A and Regulation S.  Carlos has been recognized in numerous legal publications. According to ... (view full description)

Amit Roy

Head, US CLO New Issue
Goldman Sachs

Amit Roy is a Managing Director in the Investment Banking division at Goldman Sachs and heads the US CLO New Issue business for the firm. He joined Goldman Sachs in 2001 and has been directly involved in structuring and placing over $50bn of securities backed by bank loans, high yield bonds, investment grade securities, private placements and emerging market securities.

Amit holds an MBA, with honors, from the Wharton School of Business at the University of Pennsylvania and S.B. degrees in Economics and Computer Science from the Massachusetts Institute of Technology.

Timothy Ruxton

Managing Director
Alter Domus

Tim has been with Cortland Capital Markets in Chicago for over five years and in the securitizations markets for over a decade.  At Cortland he had managed the CLO Compliance and Analytics team and is now a Managing Director in their Business Development group.  He covers all aspects of the credit markets for Cortland both domestically and internationally. Prior to Cortland, Tim was a Vice President in Corporate Trust for several bank institutions, including LaSalle Bank, where he managed teams that worked with CDO, CLO, CRE, CMBS, and RMBS products.  Tim has his MBA from Iowa State University.

Chris Saltaformaggio

Senior Director
New York Life Investors

Mr. Saltaformaggio is a Senior Director in the High Yield Credit Group at NYL Investors and is responsible for CLO tranche investing across multiple strategies. He also has experience investing in Asset Backed Securities as well as Short Term Interest Rate Securities. Mr. Saltaformaggio joined New York Life Investments in 2004 as an Assistant Trader and Portfolio Analyst in the High Yield Credit Group. Prior to joining New York Life Investments, Mr. Saltaformaggio was an Associate at New York Life Insurance Company in the Variable Annuity business. Mr. Saltaformaggio received a B.A. in Economics from Seton Hall University and an M.B.A from Fordham University.

Anand Sankaranarayanan

Managing Director
Jefferies LLC

Anand Sankaranarayanan is a Managing Director on the CLO Trading & Structuring desk. Prior to joining Jefferies, Anand was at Barclays from 2009-2013, where he was a VP on the CLO Trading Desk. Anand also worked at the Synthetic Credit Structuring desk at Barclays. Prior to that, Anand was at Lehman Brothers on the Structured Credit desk from 2006-2008. Anand holds an MBA from Indian Institute of Management Bangalore (2006) and a BS in Electronic Engineering from College of Engineering Guindy, India (2004).

Robert Schulz

Managing Director & Sector Lead
S&P Global Ratings

Robert Schulz is a managing director and sector lead for the U.S. retail and restaurant team. In 2013 – 2014 he was the analytical manager for the retail team. For 2005 – 2012 Robert was the analyst for the U.S. based automakers and analytical manager for the U.S. Auto Group. Robert has also been the analytical manager for the Capital Goods Group and the analyst for General Electric Co. and other capital goods issuers. Robert joined Standard & Poor’s in 1993 covering the railroad, airfreight, ocean shipping, freight forwarding and trucking industries. He is a copresident and board member of VALOR, S&P Global’s employee resource group of veterans and allies focused on supporting veter ... (view full description)

Jeremy Schwartz

Vice President, Global Strategy and Economics
Credit Suisse

Jeremy Schwartz is a Vice President on the Global Strategy and Economics team at Credit Suisse in New York. His work focuses on tracking and measuring the global business cycle and its effects on financial markets, as well as US growth, inflation, and labor markets. Jeremy joined Credit Suisse in 2011 after graduating from The University of Chicago with a Bachelor’s degree in Economics and English Literature.

Serhan Secmen

Napier Park Global Capital

Serhan Secmen is head of the CLO business at Napier Park Global Capital (“Napier Park”). Mr. Secmen oversees the CLO issuance as well as CLO investments in structured credit instruments. Napier Park separated from Citigroup’s alternative investment arm, Citi Capital Advisors (“CCA”), in February 2013. Prior to joining CCA in August 2008, Serhan was a CLO trader at Lehman Brothers. Prior to his post at Lehman Brothers, he spent several years in Texas as a project manager focusing on special project financing. Since 2006, Serhan has also been involved in various industry forums and networks, including the investor roundtables for Moody's, S&P, and Fitch Ratings. He freque ... (view full description)

Edmond Seferi

Morgan, Lewis & Bockius LLP

Edmond (Eddie) Seferi focuses his practice on structured finance and securitization, with an emphasis on collateralized loan and debt obligation transactions, including cash-flow and synthetic transactions; asset-backed securities, including mutual fund fee receivables, life settlement receivables, and trade receivables; derivatives; and other structured financial products.

From 1992 to 1994, Eddie served as chief of staff to the president of Albania. He was a James Kent Scholar at Columbia Law School.

Neeraj Shah

Senior Manager
Ernst & Young

Neeraj Shah is a Senior Manager in the Financial Services Risk Management – Structured Finance practice at Ernst & Young LLP based out of New York. Neeraj has over 11 years of experience working with all types of structured products specializing in CDOs and CLOs on which he has worked on all aspects of transaction deal work including due diligence, collateral testing, cash flow modeling and payment reconciliations with leading investments banks, asset managers, private equity firms and trustees. As part of a global valuation team, he has supported clients with all aspects of valuations and has experience in the analysis of portfolios and methodologies for valuing structured securities (e ... (view full description)

Kunal Singh

Head of CMBS Capital Markets
J.P. Morgan

Kunal Singh is a Managing Director and Head of CMBS Capital Markets in North America. Mr. Singh’s responsibilities include overseeing all aspects of the securitization of new issue conduit, floating rate and SASB CMBS, CRE CLO’s and other CRE backed transactions executed in both a principal and agented capacity. Additionally, Mr. Singh manages the firm’s relationships with third party issuer clients including the FHLMC, REITs and specialty finance issuers and advises them on a wide range of capital markets transactions.   Prior to joining J.P. Morgan in 2004, Mr. Singh was a new issue CMBS analyst at Moody's Investors Service. Mr. Singh is a graduate ... (view full description)

Nathan Spanheimer

Cadwalader, Wickersham & Taft LLP

Nathan Spanheimer is a partner in the firm's Capital Markets Group.  He represents investment banks and other institutional lenders and underwriters in secured commercial lending transactions (both syndicated and bilateral) and CLOs.  Nathan has also represented both borrowers and lenders in leveraged finance credit facilities, bankruptcy exit facilities and hedge fund financings.   Nathan’s significant transactions include:  §  Representing a leading investment bank as underwriter’s and issuer’s counsel in a CLO where the entire senior tranche was structured as a convertible loan. §  Representing a leading investment bank as underwriter’s and issuer’s counsel in a CL ... (view full description)

Dan Spinner

Portfolio Manager
Eagle Point Credit Management

With over $1.1 billion in AUM (including committed capital), Eagle Point is a specialist asset manager focused on investments in CLO debt and equity securities, offering investors a professionally managed and diversified exposure to the asset class. Eagle Point’s flagship funds pursue a differentiated strategy focused on proactively sourcing majority investments in CLO equity tranches. Eagle Point claims compliance with the Global Investment Performance Standards (GIPS®).   Mr. Spinner is primarily responsible for CLO collateral manager evaluation and due diligence as well as for monitoring investments. Mr. Spinner is an alternative asset management industry spe ... (view full description)

Paul St. Lawrence

Cleary Gottlieb Steen & Hamilton LLP

Paul St. Lawrence is a partner in the Washington, D.C. office of Cleary Gottlieb. His practice focuses on structured finance and securitization, asset-based finance and derivative products, and related regulatory advice. He has extensive experience representing both the sell-side and buy-side in collateralized loan obligation transactions, esoteric securitizations, derivative-based financings and transactions utilizing other complex financial instruments. Paul recently advised Verizon in its first cell phone securitization transactions, establishing a multi-billion dollar cross-border facility to sell cell-phone receivables to ABCP conduits. He was deal counsel on a series of securitiz ... (view full description)

James Stehli

Managing Director, Head of CLOs
Mizuho Americas

Jim Stehli is Head of the CLO Group at Mizuho Securities USA. Jim is also Head of Securitized Products Trading overseeing MBS, RMBS, ACMBS, ABS and CLO trading. Mr. Stehli joined Mizuho in 2014 after more than three years as a Partner & Managing Director at CRT Capital, where he oversaw the firm’s CDO/CLO trading. From 2009 to 2010, Jim was a Founding & Managing Partner at Sirona Advisors. Prior to that, he served as Global Head of the CDO/CLO business at UBS from 2005 through 2007, after having run the bank’s ABS CDO group since 2001. Jim has also held roles as a member of the UBS Investment Bank Board and as Vice Chairman of the Bond Market Association’s CDO ... (view full description)

Craig Stein

Schulte Roth & Zabel

Craig Stein is co-head of the Finance & Derivatives Group. His practice focuses on structured finance and asset-backed transactions and swaps and other derivative products, including prime brokerage and customer trading agreements. He represents issuers, underwriters, collateral managers and portfolio purchasers in public and private structured financings, including collateralized loan obligations (CLOs). Craig has been recognized in this area by the prestigious legal directory Chambers USA: America’s Leading Lawyers for Business, which noted that satisfied clients praised him for his “very broad knowledge of the markets” and for being “incredibly responsive and helpful in think ... (view full description)

Jeffrey Stern

Co-Chair, Structured Finance
Winston & Strawn LLP

Jeffrey Stern, who serves as co-chair of the firm’s Structured Finance Practice, has completed asset-based financings, securitizations, structured credit transactions, and derivatives transactions involving an exceptionally wide range of asset types. His practice includes energy structured finance, derivatives documentation, CLOs and warehouse/leverage facilities, marketplace lending platforms, structured funds, cross-border trade receivables and commodity financings, structured insurance financings, and funding/advising specialty finance companies.

Ryan Suda

Mayer Brown LLP

Ryan Suda is a partner in Mayer Brown’s New York office and a member of the Banking & Finance practice, Structured Finance and CDOs & CLOs groups. Mr. Suda advises financial institutions, asset managers, private equity funds and hedge funds in structured finance transactions and other complex financings. He focuses in particular on securitizations of institutional leveraged loans, known as collateralized loan obligations (CLOs). In addition, he advises clients on regulatory issues in relation to securities laws, the US risk retention regulations and the Volcker Rule, and has experience in derivatives, secured and unsecured credit facilities, private placements, asset finance and acqu ... (view full description)

Kevin Sunday

Managing Director
Wells Fargo

Mr. Sunday is responsible for providing originating, structuring and distributing collateralized loan obligations on behalf of both broadly syndicated and middle market loan managers. Mr. Sunday also has responsibility for originating, underwriting and syndicating structured credit facilities for this client base as well. Prior to Wells Fargo in 2003, Mr. Sunday worked as an associate for Prudential Investment Management, Inc.

Mr. Sunday graduated from the University of Delaware with a BS in Finance and holds an MBA from Georgetown University.

Sagi Tamir

Mayer Brown LLP

Sagi Tamir is a partner in Mayer Brown’s New York office and a member of the Banking & Finance practice, Structured Finance and CDOs & CLOs groups.  Mr. Tamir concentrates his practice in the areas of structured finance and derivatives. Mr. Tamir is experienced in representing asset managers, initial purchasers, placement agents and issuers in a variety of securitization and other structured finance transactions.  He has represented clients in numerous cash and synthetic collateralized bond, loan, fund and debt obligations transactions.  Mr. Tamir also has extensive experience in workouts of CDO and CLO transactions.  In the derivatives area, Mr. Tamir is working with credit default ... (view full description)

Farboud Tavangar

Senior Portfolio Manager
LCM Asset Management LLC

Farboud Tavangar is responsible for the overall activities conducted by LCM, including portfolio optimization, credit oversight, and investor relations. Mr. Tavangar joined LCM as part of its founding by Crédit Lyonnais in 2001. In connection with the transfer of Crédit Lyonnais' corporate and investment banking business to Crédit Agricole Indosuez in 2004 that resulted in Calyon, Mr. Tavangar was chosen as head of LCM to manage the combined collateral debt management activities of Crédit Lyonnais and CAI (Indosuez Capital). From 1994 to 2000, Mr. Tavangar was in charge of Crédit Lyonnais’ commercial lending activities to the health care sector and from 1990 to 1994 he was a member of Crédit ... (view full description)

Benjamin Tyszka

Managing Director
Ares Management

Mr. Tyszka is a founding member of Ares Management's alternative credit group where he is a senior investment analyst and a portfolio manager. Prior to joining Ares, Mr. Tyszka was a director at Indicus Advisors where he was a founding member of the structured credit team and helped to build and use the risk surveillance platform to monitor investments. Mr. Tyszka worked previously at TIAA-CREF as a director in the Risk Management group. Prior to TIAA-CREF, Mr. Tyszka worked in the municipal finance industry and as a systems engineer. Mr. Tyszka earned an M.S. in Mathematics of Finance from NYU's Courant Institute, an M.S. in Materials Science and Engineering from Michigan State University, ... (view full description)

Robert Villani

Clifford Chance US LLP

Robert Villani has extensive experience in structured capital markets with an emphasis on structured credit vehicles such as collateralized loan obligation (CLO) and collateralized debt obligation (CDO) transactions. He has also been involved in traditional and novel asset-backed and mortgaged-backed offerings as well in offerings of both traditional and novel structured credit products, investment funds and other financial instruments.


Medita Vucic

Director, Financial Institutions Relationship Management
BNY Mellon

Medita A. Vucic is a Group Manager for U.S. Financial Institutions within BNY Mellon’s Corporate Trust division. She manages a team of sales and relationship managers who provide Corporate Trust solutions to banks, hedge funds, investment managers and private equity firms across the U.S.   Prior to her current role, Medita was responsible for the U.S. Corporate and Canada Transaction Management Group. The group was responsible for reviewing, negotiating and executing transaction documents for corporate and structured finance debt. Before that, Medita held positions in Global Client Management, Treasury Services and Corporate Risk Management.   In 2009, Medita was the ... (view full description)

Rupert Wall

European Head of Finance
Sidley Austin LLP

RUPERT WALL ( is a Partner in Sidley's London office and the European Head of Sidley's Global Finance practice. He has considerable experience structuring securitization deals across a diverse range of asset classes (including trade, consumer and other receivables, auto, student, aircraft, corporate and other leases and loans, vehicle rental fleets and residential and commercial mortgage loans) encompassing a wide range of structures (including RMBS, CMBS, ABCP conduits, covered bonds, whole-business securitizations and CLO/CBO/CDOs). Rupert advises fund sponsors, arrangers, originators, investment managers and inves ... (view full description)

Timothy Walsh

S&P Global Ratings

Timothy Walsh is a Director and Lead Analyst in the U.S. Structured Credit Group at S&P Global Ratings. In his current role as Lead Analyst, Timothy is a senior analyst with a primary focus on new collateralized loan obligation (CLO) issuance. Previously, Timothy served as a surveillance analyst within the Structured Credit Group, with a primary focus on cash flow, hybrid and synthetic securitizations, including collateralized debt obligations backed by broadly syndicated and middle market corporate loans, distressed debt, emerging market debt and other similar transactions. Before joining S&P Global Ratings, Timothy held positions within the structured financ ... (view full description)

Maggie Wang

Managing Director, Global Head of Structured Products Strategy

Maggie Wang is a Managing Director and Global Head of Structured Products Strategy at Citigroup. Maggie has been covering the CLO market since 2007 and headed US CLO & CDO research at JP. Morgan before joining Citi in 2014.  Maggie advises over 600 global institutional clients, from Banks, Insurers, Hedge Funds, Private Equity to Family offices. She publishes research on structured credit market, cross-asset relative value, trades ideas and CLO manager evaluations. Maggie and her team have been ranking among top 3 in the All-America Institutional Investor Fixed Income Research Survey since 2007. Currently Maggie and her team rank #2 in the All-American Institutional Investor Survey’s CLO ... (view full description)

Neil Weidner

Cadwalader, Wickersham & Taft LLP

Neil Weidner’s practice is concentrated in the areas of securitization, structured finance, and derivative financial products. Neil represents underwriters, issuers, institutional investors, collateral managers, and sponsors in a wide range of matters involving the securitization or re-packaging of traditional and non-traditional assets. Neil has extensive experience using cash flow, market value, and hybrid structures, and is recognized as a leading practitioner in the CLO 2.0 market.In addition, Neil represents issuers, sponsors, derivatives dealers, and end users in a broad range of matters, including structured swaps, total return instruments, ... (view full description)

Steve Wilkinson

Senior Director
S&P Global Ratings

Steve Wilkinson is a Senior Director with S&P Global Ratings in the Corporate Ratings group. As a senior member of the Leveraged Finance and Recovery Team, Steve is involved with recovery research and criteria development as well as analyzing recovery prospects for debt issued by speculative grade companies.   Before joining the recovery analytics group in 2005, Steve was a credit analyst in Standard & Poor’s Ratings Services Media and Entertainment team with primary analytical responsibility for a diverse list of media companies including movie exhibitors, English and Spanish language broadcasting companies, business-to-business media firms, and leisure companies. ... (view full description)

Dan Wohlberg

Eagle Point Credit Management

Dan Wohlberg is a Director at Eagle Point Credit Management. He specializes in analyzing asset managers, evaluating opportunities in the primary and secondary CLO markets (with an emphasis on CLO documentation and structuring), developing Eagle Point strategic initiatives and monitoring Eagle Point’s investments. Dan has over a decade of experience investing in and advising others with respect to complex structured finance transactions and derivatives. Prior to joining Eagle Point, Dan advised a broad array of market participants in structured finance transactions and other complex financings, often in a cross-border context, as well as in connection with derivatives while at ... (view full description)

Patrick Wolfe

Managing Director

Patrick Wolfe is Director of Tennenbaum Capital Partners ("TCP"), LLC. Mr. Wolfe has over 11 years of experience in structuring, issuance, and managing CLOs and other levered credit strategies. Prior to joining TCP, he was at Deutsche Bank where he specialized in structured credit. Wolfe began his career as an auditor at KSJG LLP. He earned a B.S degree in Accounting from San Diego State University.

Jared Worman

Portfolio Manager
Brigade Capital Management, LLC

Mr. Worman is the CLO Portfolio Manager. Prior to joining Brigade, Mr. Worman worked as a Senior Analyst at Greywolf Capital, LLC where he focused on distressed and event-driven opportunities across the capital structure. At Greywolf, Mr. Worman spent the majority of his time focused on investment opportunities in autos, industrials, and telecom. Prior to his tenure at Greywolf, Mr. Worman was an Associate in the Healthcare Group at Madison Dearborn, where he primarily focused on leveraged buyout transactions across the healthcare services sector. Mr. Worman received a BBA from the Roberto C. Goizueta Business School at Emory University and an MBA from the University of Pennsylvania’s Wharto ... (view full description)

Christine Yoon

Senior Director
Fitch Ratings

Christine Yoon is a Senior Director in Fitch Ratings’ Structured Credit group.  She is currently responsible for managing the surveillance of CLO ratings and contributing to CLO market research. She has also worked on new issue ratings for CLOs, and monitored the ratings of pre-crisis CLOs backed by middle market loans. Before joining Fitch in 2005, Christine was a Market Analyst at Thomson Reuters LPC, analyzing data in the broadly syndicated loan market for the publication of league tables and additional loan market research.  Christine earned a B.A. in Mathematics with a concentration in Economics from Cornell University and an M.A. in Mathematics Education from Teachers Colle ... (view full description)
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Event Contacts for 7th Annual Investors' Conference on CLOs and Leveraged Loans


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*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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