A Special Thanks to Our Sponsors: Titanium Level
PRELIMINARY AGENDA CLO SUMMIT – DANA POINT, CA – November 28‐30, 2018 A SPECIAL THANKS TO OUR SPONSORS: TITANIUM LEVEL PLATINUM LEVEL PRELIMINARY AGENDA GOLD LEVEL SILVER LEVEL PRELIMINARY AGENDA BRONZE LEVEL PRELIMINARY AGENDA EXHIBITOR LEVEL WIFI SPONSOR HANDBAG SPONSOR WEDNESDAY, NOVEMBER 28, 2018 11:00AM Exhibit Set‐Up / Registration Desk Opens All confirmed pre‐registered delegates must approach the Registration Desk to check in and pick up conference badges. Business Cards are required to retrieve badges. 1:25PM Co‐Chair Welcoming Remarks Paul Burke, Managing Director, Head of Agency & Trust Sales ‐ North America, Citibank, N.A. Lynda Lazzari, Managing Director, Deloitte & Touche LLP Jonathan Polansky, Managing Director‐Structured Finance Surveillance, Moody's Investors Service; Navneet Agarwal, Managing Director‐Structured Finance Americas, Moody's Investors Service 1:30PM Investing in CLOs for Family Offices & Pension Funds Moderator: Aidan Canny, Managing Director, Global Head of Financial Institutions & Investment Managers, BNY Mellon Panelists: PRELIMINARY AGENDA Pim van Schie, Senior Portfolio Manager, Neuberger Berman Investment Advisers Steven Park, Principal, Executive Director, Alexandria Capital, LLC Joelle Berlat, Managing Director, Deloitte Tax LLP Christopher Desmond, Associate, Dechert LLP Peter Martenson, Partner, Eaton Partners PCS 2:15PM How Technology is Streamlining the Loan Trading Process Managing Credit portfolios can be a time consuming, manual process Multiple systems with poor integration means a high
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