US CLO & Leveraged Loan Conference

Understanding how a diverging market will differentiate CLOs

We are excited to welcome you to our 7 World Trade Center headquarters for a timely in-person conversation with Moody’s experts as well as leading investors and issuers on the credit performance of leveraged loans and CLOs in the recent past, the months ahead, and into next year.


** This is an in-person only event.

Agenda

13:30 - 14:00
EDT

Registration

14:00 - 14:45
EDT

Moody's Analytics workshop

Navigating today's CLO & Lev Loan markets using Advanced Analytics

  • How can investors keep up with the pace of events in the face of increasing corporate loan downgrades and defaults?
  • To what degree will leveraged loan credit deterioration impact CLO tranche performance and price?
  • How can investors benchmark their holdings against the broader universe?
  • In terms of CLO ESG risk, what are the latest analytical tools and how does this analysis factor into all the rest?

Registration is required to attend the workshop

14:45 - 15:00
EDT

Networking break

15:05 - 15:30
EDT

Keynote address: Credit risks in the new normal

  • Baseline macro economic forecasts, up and down side risks
  • The economic impact of geopolitical fragmentation
  • Signals to watch for a sustained upturn in the cycle
15:30 - 16:15
EDT

Leveraged loan panel: Market at a crossroads - the seismic shift to QT from QE

  • Credit conditions and liquidity in the leveraged finance market
  • Outlook for new and existing LBOs 
  • Leveraged loan credit agreement flexibility and current litigation 
  • Distressed exchanges and LGD
16:15 - 17:00
EDT

CLO panel: Opportunities ahead - What CLO strategies will succeed?

  • Strategies for investors and managers that will differentiate CLO performance in volatile markets
  • End of the reinvestment period and aging CLOs – investor and manager endgame strategies
  • Signs of life for resets and refis – the wave of the future
  • The latest developments in CLOs – private credit, emerging structural-features, and other market developments
  • Downgrades, defaults and distressed assets – deteriorating performance, opportunities, and CLO strategies


Event Details:

Venue Name: 7 World Trade Center, 20th Floor

Address: 250 Greenwich Street, New York, NY 10007


Date: Tuesday, 26 September, 2023

Time: 13:30 - 18:00 EDT

Moody's topic pages:

CLO sector page

ESG page