Collateralized Loan Obligations: Investing, Structuring and Managing

Co-hosted by:


Thursday, September 12, 2013
2:30 p.m. –  5:00 p.m.
Registration begins at 2:00 p.m.
Networking reception to follow

 Schulte Roth& Zabel LLP
919 Third Avenue, 24th Floor
(Entrance is on 55th Street between 2nd and 3rd Avenues)
New York, NY 10022

Collateralized Loan Obligations (“CLOs”) nearly disappeared after the crisis, but investment in these vehicles is on the rise once again. New CLO issuance reached $55 billion in 2012, more than the total of combined issuances between 2008 and 2011. Join us to explore the newfound appeal of CLOs for investment managers. Two panels of experts will focus on the manager’s perspective, viewing CLOs as a source of investment and fees, and from the investor’s perspective, viewing CLOs as a relatively high yielding structured investment. Don’t miss a chance to gain a deeper understanding of how CLOs are once again an opportunity for you and your investors.

Panelists include:

  • Andrew Brady, Managing Director, Marathon Asset Management, L.P.
  • Mary Katherine DuBose, Managing Director, Wells Fargo Securities
  • David Frey, Portfolio Manager, Highbridge Principal Strategies
  • Joel Holsinger, Managing Director, Fortress Investment Group LLC
  • Vinny Ingato, Managing Director, Zais Group, LLC
  • Brett Klein, Executive Managing Director and Head of US Corporate Credit , Och-Ziff Capital Management Group
  • David Millison, Managing Partner, DFG Investment Advisers
  • Andrew Rabinowitz, Chief Operating Officer,
    Marathon Asset Management, L.P.
  • Joseph Suh, Partner, Schulte Roth & Zabel LLP
  • Paul Watterson, Partner, Schulte Roth & Zabel LLP

(Registration is complimentary for MFA members and guests of
Schulte Roth & Zabel LLP)

For additional information, please contact Randee Lee Ganter at 212.542.8468.