At Bank of America Merrill Lynch, they are committed to doing what's right for their clients, investing in communities, and strengthening economies. They operate in over 200 territories and 140 currencies, serving companies and institutions. They develop actionable insights, based on their deep experience, in-depth research and broad perspective. Beyond ideas, they partner with their clients to deliver powerful solutions. They offer a full range of banking, investment management and risk management products and services that help clients thrive in a changing world.
From local communities to global markets, they are dedicated to shaping the future responsibly. www.bankofamerica.com
Fully integrated in the BNP Paribas Group, BNP Paribas Corporate and Institutional Banking (www.cib.bnpparibas.com) is a leading provider of solutions to two client franchises: corporate and institutional, and operates across EMEA (Europe, Middle East, Africa), APAC (Asia Pacific) and the Americas. The bank is a global leader in debt capital markets and derivatives. It is a top European house in equity capital markets, and it has leading franchises in specialised financing. In securities services, it is a top five House worldwide. BNP Paribas CIB strives to service the global economy by providing solutions to its clients in financing (ECM, DCM, specialised financing), flow banking (trade finance and cash management), financial advisory (M&A, project finance), global markets (interest rates, credit, foreign exchange, equity derivatives), risk management, and securities services.
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of December 31, 2016, BNY Mellon had $29.9 trillion in assets under custody and/or administration, and $1.6 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow them on Twitter @BNYMellon, or visit their newsroom at www.bnymellon.com/newsroom for the latest company news.
Cadwalader, Wickersham & Taft is proud of 225 years of service to many of the world's most prestigious institutions. With more than 400 attorneys in their offices in New York, London, Charlotte, Washington and Brussels, the firm offers clients innovative solutions to legal and financial issues in a wide range of areas. With a Creditflux no.1 global position as CLO Arranger's Counsel and a market leader as CLO Manager's Counsel, Cadwalader's securitisation and structured finance team is an acknowledged legal industry leader in the creation and structuring of securitisations, derivatives, synthetic securities, and other structured finance products. They represent issuers, underwriters and collateral managers in CLO transactions and related product types, and have extensive experience with both "cashflow" and synthetic total return structures as well as risk retention funds. Cadwalader has acted as deal counsel in CLO transactions since the inception of the CLO market. Their team has assisted clients in bringing hundreds of such transactions to market, closing 54 CLO transactions in 2016, valued at over $25.8 billion. www.cadwalader.com
Credit Suisse is one of the world's leading financial services providers. As an integrated bank, Credit Suisse is able to offer clients its expertise in the areas of private banking, investment banking and asset management from a single source. Credit Suisse provides specialist advisory services, comprehensive solutions and innovative products to companies, institutional clients and high net worth private clients worldwide, and also to retail clients in Switzerland. Credit Suisse is headquartered in Zurich and operates in over 50 countries worldwide. www.credit-suisse.com
Dechert is a global law firm with more than 900 lawyers in 27 offices. Focused on sectors with the greatest complexities, legal intricacies and highest regulatory demands, the firm excels at delivering practical commercial judgement and deep legal expertise for high-stakes matters. Dechert’s extensive CLO team is a leader in the CLO market, both in the US and in Europe, representing asset managers, investment banks and investors in broadly syndicated arbitrage CLOs and middle market CLOs and representing asset managers, investors and lenders in connection with establishing and capitalising risk retention vehicles. www.dechert.com
For 100 years, Fitch Ratings has been making the future a little more predictable through independent and prospective credit ratings, commentary and research. Their global expertise draws on local market knowledge and spans the fixed-income universe. The additional context, perspective and insights they provide have helped the world’s investors fund a century of growth. www.fitchratings.com
Paul Hastings provides innovative legal solutions to many of the world’s top financial institutions and Fortune 500 companies in markets across Asia, Europe, Latin America, and the United States. Our Structured Credit and CLO practice brings together market-leading lawyers who advise arrangers, collateral managers, investors, and counter-parties in CLO, credit derivative, and other structured credit transactions. We bring a multidisciplinary, team approach to our work, providing clients with an integrated service offering that ensures careful consideration of all aspects of a transaction. Our group works closely with securities, finance, tax, regulatory, restructuring, investment advisory, and ERISA lawyers from across the firm’s global platform to provide the right expertise for each transaction. www.paulhastings.com
S&P Global Ratings is the world's leading provider of independent credit ratings. Their ratings are essential to driving growth, providing transparency and helping educate market participants so they can make decisions with confidence. They have more than 1 million credit ratings outstanding on government, corporate, financial sector and structured finance entities and securities. The offer an independent view of the market built on a unique combination of broad perspective and local insight. They provide their opinions and research about relative credit risk; market participants gain independent information to help support the growth of transparent, liquid debt markets worldwide.
S&P Global Ratings is a division of S&P Global (NYSE: SPGI), which provides essential intelligence for individuals, companies and governments to make decisions with confidence. For more information, visit www.spglobal.com/ratings.
Wells Fargo is an investment bank with more than 4,000 team members in 40+ offices across the United States, Europe, and Asia, focused on middle-market and large corporations and global institutional investors. They offer full service, market-leading investment banking and capital markets services, including mergers & acquisitions, debt capital markets, equity capital markets, loan syndications, and private placements. Their sales, trading, origination, and research teams deliver a comprehensive set of capital market products and solutions to clients, ranging from distribution of public debt and equity products to hedging interest rates, commodity, and equity risks. www.wellsfargo.com
Cortland Capital Market Services is a leading independent investment servicing company providing leveraged loan services including administrative agency and successor agency services, ABL servicing, loan administration, reporting, trade settlement, and a material non-public information (MNPI) firewall. For CLO managers we add compliance and waterfall modeling to provide a full middle and back-office solution for CLO managers of any size. Cortland can also provide fund administration, commercial bank loan servicing, securitization services, and middle/back-office support to financial institutions including commercial and investment banks, broker/dealers, fund complexes and asset managers. Combining experienced professionals and proven process technology, Cortland offers the services and technology leading investment managers need to run their middle and back-offices. From offices in Chicago, New York, London, Asia, Los Angeles, Austin, and Indianapolis we serve clients around the globe. Visit us at at www.cortlandglobal.com
Intex Solutions is the world’s leading provider of structured fixed-income cashflow models and related analytical software, in use by hundreds of leading investment banks, broker dealers, issuers and investment managers worldwide. Intex maintains the most complete and accurate library of CLO, RMBS, ABS and CMBS models from all major world markets. www.intex.com
Mariana Systems is a developer and provider of cloud-based credit and portfolio management technology solutions for the asset management industry. Mariana's flagship product, Fathom, is the first SaaS (Software as a Service) credit investment solution in the industry. This unique technology driven platform allows asset managers and credit professionals to dynamically integrate and support all aspects of the credit portfolio process - from pipeline and lender management through credit research, asset selection, portfolio/credit monitoring, borrowing base management, covenant monitoring and IRR performance tracking. The platform delivers real-time functionality, credit process automation and investor enabled reporting insights. The company's objective is to deliver cost efficient solutions that maximise value in the asset management process. www.marianasystems.com/
Sidley Austin is recognised as a global leader in advising on all aspects of CLOs in both Europe and the U.S. Our CLO teams in London, New York and Chicago sit within the firm’s top-ranked Global Finance group that spans both sides of the Atlantic. With lawyers qualified in both English and U.S. law, we have advised on CLO and CDO structures dating back to the inception of the market and have been at the forefront of this market’s return in recent years. Our lawyers act for arrangers, investment managers and investors on public and private transactions. We have also been involved in a number of firsts as the U.S. and European CLO markets have returned. www.sidley.com
TMF Group is a leading provider in specialised administrative and corporate governance services to the securitisation industry. They are experts in CLO transactions - with more than 200 transactions - and were involved in the first European CDOs in 1999. TMF Group have been the provider of choice since the CLO 2.0 revival started in 2013, and have dedicated structured finance services teams located in all key financial capitals. Their committed service, knowledge and expertise are unparalleled. TMF Group operates in more than 80 countries globally. www.tmf-group.com
Trepp acquired Codean, a UK-based firm that delivers data and cash flow analytics for collateralized loan obligations (CLO) as part of its strategy to offer clients broader capabilities across a complementary asset class. Now branded TreppCLO Analytics, the solution suite enables analysis of individual deals or whole CLO portfolios including cash flow projections, flexible waterfall modeling, price/yield/discount margin calculations, and optimal call date determination. www.trepp.com/clo-analytics-solutions
Xtract Research makes it possible for loan investors to push back on aggressive terms and understand material risks hours after the term sheet and draft credit agreement are posted. Our experienced finance lawyers from top NY and London law firms provide market participants a cost-effective and more efficient way to analyse credit agreements and track market trends. www.xtractresearch.com/pre/
Acis Capital Management, L.P. was founded in 2010 as an affiliate of Highland Capital Management, L.P. ("Highland"). Highland was founded by Jim Dondero and Mark Okada in 1993 and is considered one of the early pioneers of CLO management. The firm raised one of the first non-bank CLOs in 1996, and has since become one of the biggest names in the business. Acis was founded to take Highland's structured credit business into the CLO 2.0 era. Since its inception, Acis has launched six in-house CLOs for a total of $3 billion and won a replacement manager contract for Hewett's Island CLO I-R. The firm also manages over $2bn in secondary CLO investments. Together with Highland, Acis manages $7 billion in CLOs, making them one of the largest CLO managers in the world.
Golub Capital is a nationally recognized credit asset manager with over $15 billion of capital under management. Golub Capital is a frequent issuer of both broadly syndicated and middle market CLOs. The firm has completed over $9.5 billion of CLO issuance across twenty-two separate transactions since 2005.
Golub Capital’s Broadly Syndicated Loans unit focuses on investing in larger loans that are generally liquid in the secondary market. The platform has generated over $4.2 billion of total CLO issuance across ten transactions since 2007. The team is led by Christina Jamieson, who has a 30+ year career in management of BSL loans and securitization vehicles. Golub Capital manages Broadly Syndicated Loan assets with a large and tenured analyst team, a full time trader and access to the strength of Golub Capital’s institutional scale.
Golub Capital’s Middle Market Lending business line focuses on first lien senior and one-stop debt in U.S. middle market companies controlled by private equity firms. The award-winning platform has generated over $5.3 billion of total CLO issuance across twelve transactions since 2005. As 100% equity holder in each transaction, Golub Capital funds have benefited from the growth and sustainability of Golub Capital’s robust origination and CLO capabilities. www.golubcapital.com