As the global credit market's pre-eminent discussion and networking forum, the Symposium invites leading thinkers from across the industry to address the market's meatiest topics.
The 12th Creditflux Manager Awards are the only fully quantitative awards for the global CLO and credit fund management industry. Each year they reward the very best performance over the previous 12 months and are presented during a glittering gala dinner that has become one of the highlights of the year.
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.
BNP Paribas is a leading bank in Europe with an international reach. It has a presence in 74 countries, with more than 192,000 employees, including more than 146,000 in Europe. The Group has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. The Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporates and institutional clients) to realize their projects through solutions spanning financing, investment, savings and protection insurance. In Europe, the Group has four domestic markets (Belgium, France, Italy and Luxembourg) and BNP Paribas Personal Finance is the leader in consumer lending. BNP Paribas is rolling out its integrated retail-banking model in Mediterranean countries, in Turkey, in Eastern Europe and a large network in the western part of the United States. In its Corporate & Institutional Banking and International Financial Services activities, BNP Paribas also enjoys top positions in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific.
BNY Mellon is the premier provider of corporate trust services to the debt capital markets, providing customized and market-driven solutions to investors, bondholders lenders. The corporate trust business utilizes its global footprint and expertise to deliver a full range of issuer and related investor services including trustee, collateral administration, issuing and paying agency, loan administration, account bank and cash manager, and other financial services. The business administers a wide array of assets and types of programs to multinational corporations, financial institutions, governments and their agencies, and the banking, securities, and insurance industries.
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. As of March 31, 2019, BNY Mellon had $34.5 trillion in assets under custody and/or administration, and $1.8 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 us on Twitter @BNYMellon or visit our 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 350 attorneys in its 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 Europe 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. It represents 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. The team has assisted clients in bringing hundreds of such transactions to market, closing over 70 in 2017, valued at over $42 billion.
Citi provide world-class financing solutions that are as diverse as the needs of the consumer, corporates, institutions, governments, and individual investors they serve in 160 countries and territories. The breadth, depth, and strength of their underwriting, sales and trading, and distribution capabilities span asset classes and currencies, sectors and industries, covering a vast array of products. Their research and analysis offer the highest-quality corporate, sector, economic, and geographical insights - from equity and fixed income research to market and product analysis - helping individual and institutional clients navigate a complex global marketplace. Citi’s Issuer Services is a business line within Citi Institutional Client Group that supports the issuance and administrative needs of global institutional clients through two key business segments, namely Agency and Trust and Depositary Receipt Services. Citi’s Issuer Services is a leading provider of transactional services with a unique blend of experience, global reach and superior services. The Agency and Trust business administers in excess of $4 trillion in fixed income and equity investments on behalf of over 3,000 clients worldwide. The Depositary Receipt Services supports over 250 programmes and helps companies connect to new markets and raise capital worldwide.
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.
DBRS is a recognised, international rating agency, providing timely and comprehensive rating opinions to the world's capital markets. Privately owned and independent, DBRS offers in-depth credit analysis of corporate, financial institutions and government issues in North America, Europe, Asia and Latin America. DBRS' extensive coverage of structured finance and securitisation has solidified its standing as a leading provider of comprehensive, in-depth credit analysis. DBRS is headquartered in Toronto with offices in New York, Chicago and London, and covers entities worldwide.
Dechert is a leading global law firm with 27 offices around the world. We advise on matters and transactions of the greatest complexity, bringing energy, creativity and efficient management of legal issues to deliver commercial and practical advice for clients. Dechert provides our clients access to a responsive, interdisciplinary, multi-jurisdictional team to address the complexities of modern finance transactions across categories and geographies. With more than 150 lawyers in the world’s major financial centers, Dechert’s internationally recognized global finance practice provides our clients with innovative deal structuring, creative financing strategies and efficient execution.
The most prolific CLO players turn to Dechert as counsel in connection with the formation, operation and compliance of CLO platforms. Dechert supports underwriters (major investment and commercial banks) as well as equity investors and more than 45 asset managers in addressing changes in the CLO market.
Our global team responds to our clients with unparalleled experience on risk retention capital formation strategies, expertise in private credit solutions and the most current thinking on options, terms and solutions available.
Our global team is recognized as the very best in the industry because of the volume, size and complexity of the finance transactions we handle year-after-year. Dechert lawyers have a unique perspective on the business and legal issues of primary importance to all market participants. By tapping into the breadth of Dechert’s expertise – we deliver comprehensive solutions.
Deutsche Bank provides commercial and investment banking, retail banking, transaction banking and asset and wealth management products and services to corporations, governments, institutional investors, small and medium-sized businesses, and private individuals. Deutsche Bank is Germany’s leading bank, with a strong position in Europe and a significant presence in the Americas and Asia Pacific.
The Goldman Sachs Group is a leading global investment banking, securities and investment management firm that provides a wide range of financial services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centres around the world.
Fitch Ratings is a leading provider of credit ratings, commentary, and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective, and insights we provide help investors to make important credit judgments with confidence. Fitch Group is a global leader in financial information services with operations in more than 30 countries. Fitch Group is comprised of: Fitch Ratings, a global leader in credit ratings and research; Fitch Solutions, a leading provider of credit market data, analytical tools and risk services; and Fitch Learning, a preeminent training and professional development firm. With dual headquarters in London and New York, Fitch Group is owned by Hearst.
GreensLedge is a leading independent investment bank that provides tailored advice and solutions to a diverse client base including corporations and financial sponsors worldwide. From our offices in New York, London, Tokyo and Seoul our team of over 40 professionals serve a wide range of clients looking for advice on and assistance with their most important strategic issues. We provide a full array of investment banking services including securitization, public and private debt and equity financing, fund raising, recapitalization, financing restructuring, mergers, acquisitions, corporate valuations, expert financial opinions and corollary analysis and advisory services.
J.P. Morgan’s Corporate & Investment Bank is a global leader across banking, markets and investor services. The world’s most important corporations, governments and institutions entrust us with their business in more than 100 countries. With $23 trillion of assets under custody and $445 billion in deposits, the Corporate & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
Established in 1825 in Dublin, Ireland and with offices in Cork, London, New York, Palo Alto and San Francisco, more than 700 people work across Matheson’s six offices, including 96 partners and tax principals and over 470 legal and tax professionals. Matheson services the legal needs of internationally focused companies and financial institutions doing business in and from Ireland. Our clients include over half of the world’s 50 largest banks, 6 of the world’s 10 largest asset managers, 7 of the top 10 global technology brands and we have advised the majority of the Fortune 100.
We are consistently ranked as a leading finance and capital markets law firm in Ireland. Our Finance and Capital Markets team consists of more than 45 lawyers and advises financial institutions and corporations involved in arranging and executing all forms of finance and capital markets transactions in Ireland.
We advise all of the major Irish banks and financial institutions, corporate borrowers and many of the world's leading international banks, investment managers and investment funds, securities and derivatives trading houses, broker dealers, insurance companies, alternative finance providers, supranational organisations, rating agencies, trustees and other financial services firms in relation to their lending, borrowing, finance and capital markets transactions and arrangements.
Morgan Stanley is a leading global financial services firm providing investment banking, securities, investment management and wealth management services. With offices in more than 43 countries, the firm's employees serve clients worldwide including corporations, governments, institutions and individuals.
Natixis is the international corporate and investment banking, asset management, insurance and financial services arm of Groupe BPCE, the 2nd-largest banking group in France with 31.2 million clients spread over two retail banking networks, Banque Populaire and Caisse d’Epargne. With more than 17,000 employees, Natixis has a number of areas of expertise that are organized into four main business lines: Asset & Wealth Management, Corporate & Investment Banking, Insurance and Specialized Financial Services..
A global player, Natixis has its own client base of companies, financial institutions and institutional investors as well as the client base of individuals, professionals and small and medium-size businesses of Groupe BPCE’s banking networks.
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.
We offer a complete portfolio of services to support our clients’ complex, often mission-critical needs—from structuring first-of-their-kind transactions to resolving complicated disputes to providing the savvy legal counsel that keeps business moving forward.
Since the firm’s founding in 1951, Paul Hastings has grown steadily and strategically along with our clients and the markets we serve. We established successful practices in key U.S. and European cities, creating a broad network of professionals to support our clients’ambitions. In addition, we were one of the first U.S. law firms to establish a presence in Asia, and today we continue to be a leader in the region. Over the past decade, we have significantly expanded our global network of lawyers to assist our clients in financial centers around the world, including the emerging markets of Latin America.
Today we serve our clients’ local and international business needs from offices in Atlanta, Beijing, Brussels,Century City, Chicago, Frankfurt, Hong Kong, Houston, London, Los Angeles,Milan, New York, Orange County, Palo Alto, Paris, San Diego, San Francisco,São Paulo, Seoul, Shanghai, Tokyo, and Washington, D.C.
Drawing on the firm’s dynamic, collaborative,and entrepreneurial culture, our lawyers work across practices, offices, and borders to provide innovative, seamless legal counsel—where and when our clients need us.
S&P Global Ratings, a division of S&P Global Inc. (NYSE: SPGI), is a leader in providing credit ratings insight for the structured finance industry. Our Structured Finance ratings analysts provide essential insights based on in-depth market knowledge, forward-looking analyses and transparent criteria. Learn how our perspective can help you make better-informed financing decisions. Visit spratings.com/SFResearch
At ClearStructure Financial Technology, we offer cloud-based systems for the buy-side market. Our Sentry solution, Sentry PM™, handles the complexity of CLO structures and provides CLO managers tools that are unmatched in functionality, versatility, and in overall management of CLOs.
Our portfolio management system, Sentry PM™, is a front-to-back office system which tracks loan investments from idea to trade to management and administration. Sentry PM™ has a rich rules-based compliance engine, dynamic projection of waterfall structures, hypothetical trade analysis (including max investment capabilities), and configurable custom workflows and dashboards. Sentry PM’s compliance and waterfall features bring unmatched transparency through industry leading drill down functionality, providing users the details behind every calculation.
In addition to loans, Sentry PM™ handles multiple asset types and fund structures including Hedge Funds, Direct Lending, and SMAs (in addition to CLOs). Sentry solutions are used by top financial institutions around the world for their investment management needs.
Cortland Capital Market Services LLC (“Cortland”) is a member of the Alter Domus Group. Cortland offers issuers and investors in credit and real estate assets a comprehensive suite of asset and portfolio solutions including fund administration, agency services, securitization services, and CLO Collateral Administration.
Alter Domus is a fully integrated fund and corporate services provider, dedicated to international private equity & infrastructure houses, real estate firms, private debt managers, multinationals, capital markets issuers and private clients.
Intex is the leading one-stop provider of cashflow models and analytics for the global structured finance industry. Intex has accurately modeled and maintains over 40,000 CLO, RMBS, ABS and CMBS deals issued in the US, Europe, China, Australia, Japan and elsewhere, representing close to 100% coverage across all these asset sectors and regions. Intex is relied upon by many hundreds of arrangers, investors, issuers and other major market participants who see an advantage in the completeness, accuracy and timeliness of Intex's models and updates in support of trading, portfolio management and risk management applications. Intex's applications include INTEXcalc for single-security and portfolio analysis and cashflow stress-testing, the INTEX Subroutine API for system builders, and INTEX DealMaker for structuring new deals. Intex is an independent, objective and privately-held company with offices in Massachusetts, London and Shanghai.
Moody’s Analytics provides financial intelligence and analytical tools supporting our clients’ growth, efficiency and risk management objectives. The combination of our unparalleled expertise in risk, expansive information resources, and innovative application of technology, helps today’s business leaders confidently navigate an evolving marketplace. We are recognized for our industry-leading solutions, comprising research, data, software and professional services, assembled to deliver a seamless customer experience. Thousands of organizations worldwide have made us their trusted partner because of our uncompromising commitment to quality, client service, and integrity.
Moody's Analytics is a subsidiary of Moody's Corporation (NYSE: MCO). MCO reported revenue of $4.2 billion in 2017, employs approximately 11,900 people worldwide and maintains a presence in 41 countries.
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 including most recently acting for the LSTA on its successful appeal in LSTA vs SEC and Board of Governors of the Federal Reserve System.
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.
TreppCLO originated from Trepp’s acquisition of a European analytics startup well-versed in structuring and modeling CLO deals. Trepp’s second acquisition of a CLO analytics firm in 2017 complemented modeling roots with data precision and analytics. After seeing the accuracy, timeliness, and transparency challenges created by manual data collection, Trepp built its proprietary golden set algorithm. Trepp’s solution allows investors and managers to overcome data inconsistencies, errors and non-reconcilable reporting standards in order to properly assess managers, deals and portfolios over time. In 2018, TreppCLO launched its next generation web-based analytics platform designed to take CLO portfolio analysis, valuation, data collection to a whole new level.
Virtus Partners provides solutions for asset managers, banks, hedge funds, and investors to better manage a wide variety of alternative investment strategies. Our premier Managed Services solution delivers Front, Middle and Back-Office services, that are fully customizable and tailored to meet the individual needs of our clients.
Headquartered in Houston, Texas Virtus Partners has grown from a four person firm in 2005 to a global leader in our industry. Today 300+ employees are spread across six offices, located both in the United States and Europe, and administer over $350BN worth of assets for more than 100 global financial institutions.
Weil, Gotshal & Manges (London) LLP is a leader in the UK legal market and the hub of our European practice. Established in 1996, we are consistently regarded as one of the most successful London offices of US-based law firms.
Our innovative and dynamic Structured Finance team is recognised as a market leader on both sides of the Atlantic, having played a major role on many “first time” structures and new asset classes.
We are currently are the forefront of the CLO 2.0 markets, representing arrangers, investors and numerous top global collateral managers. Weil was ranked as the No.1 European CLO Manager Counsel by Creditflux in 2016, 2017 and 2018.
Weil has led the market in developing innovative risk retention structures, across both Europe and the US, including pioneering the first capitalised originator retention vehicles. We also have extensive experience in structuring new CLO platforms, CLO equity/retention funds and retention financings.
Our New York team is recognised as one of the leading practices in the United States for CLOs and has received notable independent awards for its work from bodies such as IFLR.
Churchill Asset Management LLC is a leading provider of senior and unitranche debt financing for middle market companies, particularly those backed by top-tier private equity sponsors. The firm currently manages $6.8 billion in committed capital and is an affiliate of Nuveen, the asset management division of TIAA and one of the largest global asset managers across multiple asset classes. As a highly experienced lender with a successful track record of investing over economic cycles, the Churchill team has served as an agent on over $22 billion of senior credit facilities and invested $12 billion in loans to over 600 middle market companies since its inception.
Founded in 2005, CIFC Asset Management LLC (“CIFC”) is a corporate and structured credit investment firm serving institutional investors globally. The firm manages over $15.5 billion in assets as of September 30, 2017 across collateralized loan obligations, corporate credit funds, structured credit funds, and separately managed accounts. CIFC’s investors include pension funds, sovereign wealth funds, endowments, insurance companies, banks, and family offices. The firm emphasizes fundamental credit analysis, whereby CIFC’s highly experienced investment research team applies industry expertise and knowledge of leveraged finance to assess risk. Based in New York, CIFC has over 75 employees, including about 30 investment professionals with an average of 15 years of credit experience.