LSTA and DealCatalyst Annual CLO Industry Conference

Cadwalader is proud to be an equity sponsor at LSTA and DealCatalyst's Annual CLO Industry Conference.

Our partner Neil Weidner will moderate the "CLO Arbitrage, Ratings, and Performance: 2022 and YTD Review" panel. 

CLO Arbitrage, Ratings, and Performance: 2022 and YTD Review

Tuesday, May 16 | 9:10 AM - 10:00 AM

Neil WeidnerPartner, Capital Markets

 The panel will discuss the following: 

  • War -> Inflation - > Fed hikes: How did the market change in 2022, how did CLOs perform, and are we back on track? 
  • Headwinds: Leveraged loan credit quality, pricing, and supply concerns, AAA investor participation
  • Tailwinds: secondary trading activity, slowing inflation, tightening spreads, risk premiums on CLO liabilities
  • How is the rise of private credit affecting syndicated loan origination volumes and ultimately CLO primary issuance? 
  • Predictions for 2023: What is the consensus view on CLO primary issuance volume? 
  • Resets and refis
  • Despite wider spreads and mostly negative returns, 2022 was a record year for volume. Will CLOs continue to stabilize and surprise us all?