Global Structured Finance Conference 2024

*The registration has been closed. Please contact events.japan@moodys.com if you have any query.


Moody's Global Structured Finance Conference will be held in-person this year.


From the big picture to the latest updates by asset - this year's conference will cover it all .We’ll kick off with the latest global macroeconomic overview, followed by global structured finance outlooks, including for US & EMEA CLOs and Australian RMBS. A dedicated session will also focus on the latest trends in US & EMEA leveraged finance, which underpins CLOs. Finally, a panel will feature CLO experts where Moody’s lead analysts and guest panelists will discuss together.


※Simultaneous interpretation in Japanese and English will be provided for all sessions.

Agenda

13.05
JST

Global Macro Overview: The New Normal and the Implication of Higher for Longer

  • What could derail our moderate growth forecasts?
  • Is inflation under control, and what does this mean for interest rates?
  • Moody’s overview of default forecasts
  • How are the Australian households doing?
13.30
JST

Global Structured Finance: The Impact of Prolonged High Rates on Asset Quality and the Strong Start of Issuance in 2024

  • Overview of how high interest rates affect the asset quality
  • How structured finance plays a role in securitizing private credit risks
  • Trends in the new issuance in 2024 and factors driving the strong start
13.50
JST

US & EMEA Leveraged Finance: Challenges and Opportunities for LBOs

  • What are Moody’s expectations for credit quality?
  • How will recoveries compare with the past?
  • What is our default forecast saying?
14.10
JST

US & EMEA CLO: Credit Update

  • Will CLO new issuance/refi/reset continue to be strong?
  • How will prolonged high rates stress underlying loan issuers and challenge CLO performance?
  • Why do rated notes of Middle Market CLOs exhibit strong performance?
  • What are the latest developments: loan maturity wall, loan recoveries and structural trend in US and European CLOs?
14.30
JST

Networking break

14.50
JST

Australian RMBS & ABS: Performance and Outlook

  • What has been the macro impacts on RMBS and ABS performance?
  • What are Moody’s performance expectations?
  • What has been the issuance trends?
16.00
JST

Close of the Conference

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Kenji Tokaku Assistant General Manager, Strategic Investment Group, Treasury & Investment Division Fukuoka Financial Group, Inc. Bio
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Tomohiro Miyasaka Chief Analyst of Securitization, Financial Market & Economic Research SMBC Nikko Securities Inc. Bio
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Jennifer Wu Managing Director, APAC Structured Finance Moody's Ratings Bio
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Nicky Dang Senior Vice President, Credit Strategy and Research Group Moody's Ratings Bio
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Annabel Schaafsma Managing Director, Global Structured Finance Moody's Ratings Bio
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Annalisa Di Chiara Senior Vice President, Corporate Finance Moody’s Ratings Bio
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Daisuke Kitazawa VP-Senior Analyst, Structured Finance Moody's Ratings Bio
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Alena Chen Vice President - Senior Credit Officer, Structured Finance Moody's Ratings Bio
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Yusuke Seki Associate Managing Director, Structured Finance Moody's Ratings Bio


Venue Details:

Venue Name: Andaz Tokyo: Tokyo Studio (51st Floor)

Address: 1-23-4, Toranomon, Minato-ku, Tokyo 105-0001, Japan