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*Please note light refreshments will not be served until the afternoon refreshment break
This workshop will provide attendees with a basic analysis and “101” break down of the CLO structure, the definition of a leveraged loan and broadly syndicated loans, and other key fundamental concepts in the CLO sector aimed towards analysts and those looking at CLOs in their strategic asset allocation
Analysis and break down of J.P. Morgan’s benchmark CLO indexes aimed at investors
Hosted by the Fixed Income Investor Network (FIIN)
- Economic growth and its impact on Leveraged Loans: Recession risk and impact
- Loan documentation review and role of private equity
- Macro-economic factors (besides growth): lLiquidity/interest rates and valuation
- Retail versus the broader loan market: Is the broader market robust enough to prevail? What are the drivers behind the retail loan flow. What is the impact of direct lending on the leveraged loan environment?
- Credit cycle checkpoint: Has the cycle been extended, increase in volatility, implications for floating rate instruments and notes
- Overview of the 2018/19 headlines: Researcher versus reporter
- Evaluation of the loan market liquidity and record outflow from mutual funds: Where do the industry sectors fall on the battlefield of the $1.4 trillion loan market
- Trends in the underlying document terms for CLOs and leveraged loans
- Key areas of concern to investors
- How worried should CLO and leveraged loan investors be?
How women are dominating the ranks of the CLO and leveraged loan market and the ripple effect on performance
Judith Fishlow Minter
- 2018 eclipsed the all-time record CLO issuance with more than $128 billion: Did this asset class finally reach its peak?
- Is the geopolitical stratosphere and strong economy boosting CLO portfolio performances?
- Will we start to see a downwards creep as we enter a credit cycle?
- New issue loan market: Are we seeing increased bifurcated liabilty tranches?
- The economics of refinancing and resets
- How far will warehouse equity investors go to price a deal with an underwater warehouse?
- Year in review: How did risk retention shape the CLO market? Are managers continuing to deploy capital?
- Arbitrage prediction: Will we see challenges for CLOs despite higher yielding assets?
- 2019 volume prediction forecast
Steven T. Kolyer
- LIBOR Checklist: What do you need to do?
- Navigating LIBOR Fallbacks: Will your language work?
- Understanding the Successors: What are your SOFR options?
- What’s next for ARRC: The plan for 2019 (and beyond!)
- Is AAA CLO tranche investment becoming stale, or does stable credit quality remain attractive?
- How will loan and CLO issuance impact tranche levels?
- What part of the CLO capital structure offers the best relative value?
- How do CLOs offer advantages over other structured products and credit assets?
- How to leverage AI and machine learning in CLOs
- Data and analytic technology market innovations: How can these shape the CLO market
- Comparison of middle market and BSLs: Are we seeing more middle market CLOs and financing facilities?
- Are these loans being held on bank balance sheets?
- Are originated middle market loans structured with greater lender protections compared to BSLs?
- Rating agency shadow rating and stress tests
- Is there a sufficiently robust and transparent database on middle market performance?
Jerry van Koolbergen
Paul St. Lawrence
- How has regulation affected both deal construction and asset management?
- Impact of STS regulation on European investors and how this will affect participation in the US market
- Comparison of yield and investors bases
- Where are managers deploying their risk retention capital 12 months later?
- Differences in US vs. Europe loan markets
- Outlook post-Brexit? How will U.S. investors position their portfolio for a China Trade War?
- Nuances in Euro CLOs compared to US CLOs
- Refinancings: The Applicable Margin Reset alternative
- Year of the short deal: CBOs, low levered CLO and static CLOs
- Stress CLOs: Are we seeing an increased issuance in CCC deals?
- Are these new and revised pre-crisis structures confusing the market?
- Non plain vanilla CLO static deals: Will this niche provide mechanics to exit warehouse financing?
- How liquid are these chocolate version CLOs in comparison to plain vanilla?
- Choosing your CLO players: With $128 billion in issuance volume, how do you narrow down your team?
- Are we seeing an increase in the number of smaller players entering the market since risk retention? Does the world need another CLO manager?
- Manager evaluation: What qualities do investors look for in manager performance?
- How to evaluate manager liquidity
- Investor perspective on par build during Q418 volatility
- Is secondary trading start to overlap with the perception of tiering?
- How are smaller managers making their footprint amongst the seasoned players?
- Have new managers been accurately tested since they came into market after the oil and gas issues?
- Does collateral manager size have an impact?
- Comparison of new recruits as well as the established players with new shops to roadshow: Why enter the market now and what style are you bringing to the table?
- Market outlook: Is this revised CRE CDO asset class here to stay
- Relative value of CRE CLO loans compared to traditional CMBS
- Best practices in asset management: Static versus active
- What types of bridge loans and collateral are going into CRE CLOs
- Common structural features
- Credit performance to date
Roundtable 1: Investing in Mezzanine Debt
- What has been driving the BB/B widening? Where will this forecast by year-end?
- Predictions for the mezzanine yield curve
- What CLO metrics are important to a CLO mezz investor?
- What risks can you prepare for at this stage in the credit cycle? Can BBs really become impaired?
Roundtable 2: The Par of the Equity Investor
- Risk and opportunities: Do par flushes help to reduce the equity investor risk? What are the expectations for 2019? Will defaults pick up?
- 12 months in: How has the equity investing landscape evolved since the rollback of Risk Retention?
- Should equity investors be looking more at relative value and move their money into other areas of the stack?
Hosted by the Fixed Income Investor Network (FIIN):
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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.
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This Privacy Notice was updated on 23 May 2018
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.
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