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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.
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CLO Arbitrage, Ratings, and Performance: 2022 and YTD Review Tuesday, May 16 | 9:10 AM - 10:00 AM Neil Weidner, Partner, 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?
