2024 Moody's US CLO & Leveraged Loan Conference

Please note that this event is exclusively in-person. As seating is limited, we encourage you to register promptly to ensure you can engage in direct discussions with senior analysts from Moody's, industry leaders, and your peers.
This event is NOT open to media.

Agenda

09:00 - 10:00
EDT

Pre-event registration and workshop: Navigating Leveraged Finance & CLO Market Trends Using Advanced Analytics

Join us for breakfast and a short presentation on our latest innovations in Lev Fin and Structured Finance on Moody’s CreditView, our flagship credit analysis platform, and Moody’s Structured Finance Portal, our advanced analytics platform.

  • See how AI can make your workflow more efficient using our new Gen AI: Research Assistant
  • Discover our latest coverage expansion into unrated corporates
  • Access our new CLO price/yield analytics and more!
10:05 - 10:45
EDT

Record issuance wave, mostly refinancing, with underlying cross currents

  • Loan recoveries expected to be lower, but market may be exaggerating lows
  • Positive Developments: Recent litigation suggests challenging LMTs may work; Cooperation agreements an emerging tool for investors
  • Negative Developments: Dual path for leveraged loans provides sponsors opportunity to continue to achieve document flexibility and other borrower-friendly options
10:45 - 11:30
EDT

2021 CLO Redux? How rest of 2024-25 will differ…

  • How will the CLO market evolve for the remainder of 2024 leading into 2025?
  • Will international and domestic Aaa investor demand continue to remain robust?
  • What are potential implications of global central bank policy and upcoming U.S. elections?
  • How CLO structures will evolve to accommodate weakened asset portfolios and its impact on future CLO performance?
11:30 - 11:45
EDT

Break

11:45 - 12:30
EDT

Convergence of leveraged loan markets: Implications for CLOs and Private Credit

  • Convergence of syndicated loan market and direct lending has benefitted sponsored-backed LBOs in the “upper middle market”. Are we seeing weakening in credit quality and contractual protections as a consequence?
  • Private credit CLOs are adding to the growth of middle market loans. How do private credit CLOs address the weaker credit quality in the middle markets?
  • Is the syndicated loan market and private credit competitive or complementary?
  • Has the additional liquidity from the private credit market ameliorated the speculative grade default cycle?
  • Will private credit and BSL loans and CLOs perform similarly going forward? What are your expectations for the 2025 markets?
12:30 - 13:00
EDT

Keynote speech: The US presidential election, the Federal Reserve, and the economy

13:00 - 13:45
EDT

Networking lunch: Meet Moody's sector analysts and specialists of CLO, Leveraged Loan, Covenant

13:45
EDT

Close of the event

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Julia Chursin Vice President - Senior Analyst, Corporate Finance Group Moody's Ratings Bio
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Connor Byrnes Senior Portfolio Manager PGIM Bio
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Alex Zilberman Managing Director - Structured Products & Fund Finance Blue Owl Capital Bio
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Maggie Wang Managing Director and the Global Head of CLO and Private Credit Research Citi Bio
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Joyce Jiang Vice President, US Corporate Credit Strategy Morgan Stanley Bio
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Pratik Gupta Managing Director, Head of CLO and RMBS Strategy B of A Securities Bio
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John Toronto Managing Director, Head of Private Credit Capital Markets Oak Hill Advisors Bio
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Rony Ma Managing Director KKR Bio
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Karen Lau Managing Director, Head of Performing Loans/CLOs Marathon Asset Management Bio
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Nicole Lawrence Senior Director -Senior Strategist Moody's Analytics Bio
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Arlene Kearns Senior Director - Structured Finance Product Strategy Moody's Analytics Bio
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Annabel Schaafsma Managing Director, Global Structured Finance Moody's Ratings Bio
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Evan Friedman Senior Vice President – Head of Covenant Research, Corporate Finance Group Moody's Ratings Bio
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Mark Zandi Chief Economist Moody's Bio
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Lana Deharveng VP-SF Legal Review, Structured Finance Group Moody's Group Bio
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Christina Padgett Associate Managing Director, Corporate Finance Moody's Ratings Bio
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Aniket Deshpande Vice President-Senior Credit Officer/Manager, Structured Finance Group Moody's Ratings Bio
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Mimi Eng Vice President - Senior Analyst, Structured Finance Moodys Ratings Bio


Venue Details:

Venue Name: 7 World Trade Center - 20th Floor

Address: 250 Greenwich Street, New York, NY 10007, USA


If you have any questions about the event, please contact Jun Li at Jun.Li@moodys.com.