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