return to conference details CLO & Structured
  Products Summit

December 7-9, 2008
__St. Regis Monarch Beach, Dana Point, California

CLO & STRUCTURED PRODUCTS SUMMIT AGENDA (as of 12-08-08)
2008 Participants Include:

Portfolio Manager, 40|86
Senior Principal Consultant, ACA Compliance Group
Investments Director, AFP CONFIA
Manager Director, AIG GLOBAL INVESTMENT GROUP
Managing Director, AIG INVESTMENTS
Vice President, ALCENTRA
Senior Analyst, Allstate, Investments, LLC
First Vice President, AMBAC
Principal, AMERICAN CAPITAL
Managing Director, AMERICAN CAPITAL
AMHERST SECURITIES
Consultant, AMHERST SECURITIES
Senior Porfolio Manager, Ampegagerling
Financial Analyst, ARES MANAGEMENT LLC
ARES MANAGEMENT, LLC
ARES MANAGEMENT, LLC
Investor Relations, ARES MANAGEMENT, LLC
Investment Analytics, ARES MANAGEMENT, LLC
Investment Analyst, ARES MANAGEMENT, LLC
AVP, Analytics, ARES MANAGEMENT, LLC
Associate General Counsel, ARES MANAGEMENT, LLC
Founding & Member Partner, ARES MANAGEMENT, LLC
Analyst, ARES MANAGEMENT, LLC
Senior Analyst, ARES MANAGEMENT LLC
Managing Director, ASSURED GUARANTY
Director, ASSURED GUARANTY
Senior Analyst, Atlantic Info Services
Managing Director, BABSON CAPITAL MANAGEMENT
Managing Director, BABSON CAPITAL MANAGEMENT
Managing Director, BABSON CAPITAL MANAGEMENT
Director, BABSON CAPITAL MANAGEMENT
Vice President Sales, Bank of New York Mellon
Vice President, Bank of New York Mellon
Managing Director, Bank of New York Mellon
Managing Director, BANK OF NEW YORK MELLON
Vice President, BANK OF NEW YORK MELLON
Executive Vice President, Bank of New York Mellon
Principal & Portfolio Manager, BARCLAYS GLOBAL INVESTORS
Chief Operating Officer, BLACK MOUNTAIN SYSTEMS LLC
Director of Business Development, Black Mountain
Chief Technology Officer, Black Mountain Systems LLC
Portfolio Manager, BlueMountain Capital
Investment Associate, BRIGADE CAPITAL MANAGEMENT LLC
Managing Director, Broad Point Capital
Senior Managing Director, Broad Point Capital
Managing Director, Broad Point Capital
Professor of Finance, CAL STATE DOMINGUEZ HILLS
Vice President, Canyon Capital Advisors LLC
Analyst, Canyon Capital Advisors LLC
Portfolio Manager, Canyon Capital Advisors LLC
Managing Director, Canyon Capital Advisors LLC
Principal/ Chief Operating Manager, Capital Fusion Alternative Investments
Managing Principal, Capital Fusion Alternative Investments
Partner, CHAPMAN & CUTLER LLP
Managing Director, CHURCHHILL FINANCIAL LLC
Co-President, CHURCHILL PACIFIC ASSET MANAGEMENT
Co-President Portfolio Manager, CHURCHILL PACIFIC ASSET MANAGEMENT
CLO Investment Manager, CHURCHILL PACIFIC ASSET MANAGEMENT
Partner, Clifford Chance US LLP
Partner, Clifford Chance US LLP
TBA, COAST ASSET MANAGEMENT LLC
Vice President, COAST ASSET MANAGEMENT LLC
Director, COHEN & COMPANY
Executive Vice President, COHEN & COMPANY
Chief Operating Officer, COHEN AND COMPANY
Managing Director, COHEN & COMPANY
Senior Managing Director, COO
Managing Director, CORTLAND CAPITAL MARKET SERVICES LLC
Managing Director, CORTLAND CAPITAL MARKET SERVICES LLC
Principal, CREDIT SPECTRUM/R&R
CREDITSIGHTS
CREDITSIGHTS
Senior Loan Strategies, CREDITSIGHTS
Senior Analyst Macro Strategy, CREDITSIGHTS
Chief Operating Officer, CREDIT SUISSE
DECHERT LLP
Partner, DECHERT LLP
Partner, DELOITTE & TOUCHE LLC
Partner, DELOITTE & TOUCHE LLC
Manager, DELOITTE & TOUCHE LLC
Partner, DELOITTE TAX LLC
Chief Executive Officer, Denali Capital LLC
DRAKE ASSET MANAGEMENT
Vice President  & Portfolio Analyst, EATON VANCE MANAGEMENT
Vice President, EATON VANCE MANAGEMENT
Portfolio Manager, EJF Capital, LLC
Capital Markets Specialist, FEDERAL DEPOSIT INSURANCE COMPANY (FDIC)
Senior Capital Markets Specialist, FEDERAL DEPOSIT INSURANCE COMPANY (FDIC)
Capital Markets Specialist, FEDERAL DEPOSIT INSURANCE COMPANY (FDIC)
Vice Chairman, FEDERATED INVESTORS, INC.
Vice President, CDO Systems, FIDELITY INVESTMENTS
Director, CDO Product Development, FIDELITY INVESTMENTS
Asset Manager, Fieldstone Capital
Managing Director, Fieldstone Capital
Associate, Fieldstone Capital
Senior Vice President Capital Markets, FIRST AMERICAN CORE LOGIC
Managing Director High Yield, FIRST WESTERN INVESTMENT MANAGMENT
Managing Director, FITCH RATINGS
Director, FITCH RATINGS
Managing Director, FITCH RATINGS
Associate Director, Fitch
Managing Director, FROTRESS INVESTMENT GROUP, LLC
Managing Director, FROTRESS INVESTMENT GROUP, LLC
Chief Investment Officer, FOUR CORNERS CAPITAL MANAGEMENT, LLC
Senior Vice President, FOUR CORNERS CAPITAL MANAGEMENT LLC
Vice President, FOUR CORNERS CAPITAL MANAGEMENT LLC
President & Chief Executive Officer, FOUR CORNERS CAPITAL MANAGEMENT LLC
Portfolio Manager, Franklin Templeton Advisors
Partner, Gardere Wynne Sewell LLP
Partner, GARDERE WYNNE SEWELL, LLP
Managing Director, Garrison Investment
Vice President, GENERAL ELECTRIC
Partner, GOLDENTREE ASSET MANAGEMENT, LP
Principal/Portfolio Manager, Grandview Capital
Research Analyst, Grandview Capital
Senior Analyst, Grandview Capital
Principal/ Portfolio Manager, Grandview Capital
Managing Director, GSO CAPITAL PARTNERS 
Managing Director, GUGENHEIM CAPITAL MARKETS
Managing Director GUGENHEIM CAPITAL MARKETS
Senior Managing Director, GUGENHEIM CAPITAL MARKETS
Senior Research Analyst, Gulf Stream Asset Management
CDO Portfolio Manager, HENDERSON GLOBAL INVESTORS
Structured Products Business Manager, HENDERSON GLOBAL INVESTORS
Vice President Business Development, HSBC BANK USA
Vice President, IKB CAPITAL CORPORATION
Senior Vice President, ING Investment Management
Director of Structured Products, ING Investment Management
Director of Investment Grade Credit, ING Investment Management
Senior Managing Director, Institutional Credit Partners, LLC
Reporter, Institutional INVESTORS NEWS
Sales, INTEX SOLUTIONSRAB

Managing Director, JGAM, LLC
Head of CDO Investing, JP MORGAN
Partner, Kaye Scholer
Managing Director, KBC FINACIAL PRODUCTS
Principal, KBW
Senior Associate, KPMG
Senior Manager, KPMG
Director, KPMG
Manager, KPMG
Partner, KPMG
Senior Manager, KPMG
Credit Analyst, LANDESBANK BERLIN HOLDING AG – BERLIN
CDO Business Development, LASALLE GLOBAL TRUST SERVICES
Product Manager, LASALLE GLOBAL TRUST SERVICES
Senior Manager, LASALLE GLOBAL TRUST SERVICES
CDO Business Development, LASALLE GLOBAL TRUST SERVICES
Product Manager, LASALLE GLOBAL TRUST SERVICES
Partner, LATHAM AND WATKINS
Associate, LBA Realty
Senior Vice President, LBA Realty
Principal, LBA Realty
Senior Vice President, MAGNETAR CAPITAL
MAPLES & CALDER
Business Development Executive, MAPLES & CALDER
Senior Vice President, MAPLES FINANCE LIMITED
MARKIT
MARKIT
Vice President, MARKIT
Managing Director, MARKIT
Director, MARKIT
Managing Director, MAXIM GROUP
Associate, MILBANK TWEED HADLEY & MCCLOY LLP
Partner, MILBANK TWEED HADLEY & MCCLOY LLP
Partner, MILBANK TWEED HADLEY & MCCLOY LLP
Associate, MILBANK TWEED HADLEY & MCCLOY LLP
Partner, MILBANK TWEED HADLEY & MCCLOY LLP
Portfolio Manager, MIZUHO Alternative investments llc
Vice President, MIZUHO CORPORATE BANK
COO, MOODYS
Director, MOODYS ANALYTICS
MOODYS CORPORATION
Vice president Senior Credit Officer/Structured Finance Group, MOODYS INVESTOR SERVICES
Senior Director, MOODYS KMV
Director Structured Products, NATIONWIDE
Managing Director, NATIXIS CAPITAL MARKETS
Managing Director, NATIXIS CAPITAL MARKETS
Managing Director, NATIXIS CAPITAL MARKETS
Director, NATIXIS CAPITAL MARKETS
Vice President, NEW YORK LIFE INVESMTENT MGMT. LLC
Partner, Nixon Peabody LLP
Partner, Nixon Peabody LLP
President and Chief Operating Officer, Novellus Capital Management, LLC
NUMERIX LLC
NUMERIX LLC
Senior Vice President Global Business Development, NUMERIX LLC
Managing Director, Octavian Advisors
Attorney, O'MELVENY & MYERS LLP
Associate Director, PACIFIC ASSET MANAGAMENT
Credit Analyst, PACIFIC ASSET MANAGAMENT
Sr. Managing Director, PACIFIC ASSET MANAGMENT
Director, PACIFIC ASSET MANAGAMENT
Portfolio Manager, Pacific Life Insurance Company
Portfolio Manager, Pacific Life Insurance Company
Director, Pacific Life Insurance Company
Senior Analyst, PACIFIC LIFE INSURANCE CO.
Assistant Vice President, PACIFIC LIFE INSURANCE CO.
Separate Account Consultant, PACIFIC LIFE INSURANCE CO.
Vice President-Risk Management, PACIFIC LIFE INSURANCE CO.
Assistant Vice President, PACIFIC LIFE INSURANCE CO.
Senior Investment Manager, PACIFIC LIFE INSURANCE CO
Assistant Vice President, PACIFIC LIFE INSURANCE CO
Structure Analyst, PACIFIC LIFE INSURANCE CO
PACIFIC LIFE INSURANCE CO
Rex Olson, Vice President, PACIFIC LIFE INSURANCE CO
Sr. Managing Director, PACIFIC LIFE INSURANCE CO
Credit Analyst, PACIFIC LIFE INSURANCE CO
Managing Director and Investment Committee Member, PALM BEACH LINKS CAPITAL
Structured Products Analyst, PAYDEN & RYGEL INVESTMENT
Director, PF2 SECURITIES EVALUATIONS INC
Director, PF2 SECURITIES EVALUATIONS INC
Managing Director, PORTFOLIO SECURITIZATION CAPITAL GROUP
Associate Director, PORTFOLIO SECURITIZATION CAPITAL GROUP
Managing Director, RABOBANK INTERNATIONAL
Vice President, Resource America
Managing Director, Resource America
Managing Director, Resource America
Managing Director, Rimrock Capital Management
Senior Managing Director, RIVERSOURCE INVESTMENTS
Portfolio Manager, Saye Capital Management L.P.
President, Saye Capital Management L.P.
Vice President Structured Credit Analyst, SCHWAB
Director, Southwest Corporate Federal Credit Union
STANDARD & POORS
Senior Managing Director, Stone Tower Capital
Senior Portfolio Manager, Stone Tower Capital
Chairman and CEO, Stone Tower Capital
President, STRUCTURED CREDIT INTERNATIONAL CORP
Advisor for Government, Structured Credit International Corporation
Manager, SYMPHONY ASSET MANAGEMENT, LLC.
CEO, TALL TREE INVESTMENT MANAGEMENT LLC
Director, TEACHERS INSURANCE & ANNUITY ASSOCITIAON
Sr. Portfolio Manager, TERWIN MONEY MANAGEMENT LLC
THE SECURIES QUOTE XCHANGE
Managing Director, TRIMARAN ADVISORS LLC
Chief Investment Officer, TRIMARAN ADVISORS LLC
Assistant Vice President, Trust Company of the West
Assistant Vice President, Trust Company of the West
Assistant Vice President, Trust Company of the West
Senior Vice President, Trust Company of the West
Vice President, Trust Company of the West
Vice President, Trust Company of the West
Assistant Vice President, Trust Company of the West
Analyst, TRUST COMPANY OF THE WEST
Managing Director, TRUST COMPANY OF THE WEST
Managing Director, TRUST COMPANY OF THE WEST
Vice President, TRUST COMPANY OF THE WEST
Senior Vice President, U.S BANK CORPORATE TRUST SERVICES
Vice President, U.S BANK CORPORATE TRUST SERVICES
Capital Markets Examiner, U.S DEPARTMENT OF TREASURY, OFFICE OF THRIFTY SUPERVISIOR
Director, UNICREDIT
Portfolio/ Risk Management, UNICREDIT
Vice President & Senior Portfolio Manager, UNION BANK OF CALIFORNIA , N.A
Vice President, UNION BANK OF CALIFORNIA
Partner, VIRTUS PARTNERS LLC
Vice President, WELLS FARGO
Market Research Manager, WELLS FARGO
Vice President, WELLS FARGO
Market Growth and Development Consultant, WELLS FARGO
Director, Investment Credit Services, WESCORP
Portfolio Manager, WESCORP
President, WEST GATE HORIZONS ADVISIORS, LLC.
Exhibit Manager, WILLMINGTON TRUST
President, WILSON CONSULTANT LLC
Senior Vice President, ZS Capital

Sunday, December 7, 2008

8:00a

Exhibit Set Up

8:00

Golf Tournament

2:00p

Registration

3:00p

Co-Chairperson's Welcoming Remarks

Executive Vice President, BANK OF NEW YORK MELLON
Director, DELOITTE & TOUCHE LLC
CEO, NEWOAK CAPITAL
Partner, CLIFFORD CHANCE US LLP

3:15

Impact of the CDO Market on the Current Global Liquidity Crisis

Moderator:
Managing Director, BANK OF NEW YORK MELLON

Panelists:
Partner, DELOITTE & TOUCHE LLC
President, WILSON CONSULTANTS LLC
CEO, NEWOAK CAPITAL

4:15

CLO’s of Trust Preferred Securities

Panelists:
Principal, KBW
Vice President, STONECASTLE PARTNERS, LLC
Portfolio Manager, EJF CAPITAL, LLC

5:15

CDO Liquidation: Current Issues and future challenges

Participants
Partner, Nixon Peabody LLP
Partner, Nixon Peabody LLP

6:00

Cocktail Reception

Sponsored by :

Monday, December 8, 2008

7:30a

Continental Breakfast

Sponsored By:

8:00

Co-Chairperson's Welcoming Remarks

Executive Vice President, BANK OF NEW YORK MELLON
Director, DELOITTE & TOUCHE LLC
CEO, NEWOAK CAPITAL
Partner, CLIFFORD CHANCE US LLP

8:15

Researcher’s Roundtable: What to expect for 2009?

Participants
Managing Director, OCTAVIAN ADVISORS
Senior Analyst Macro Strategy, CREDITSIGHTS

9:15

Impact of Leveraged Loan Performance on the CLO Markets

Moderator:
Director, MARKIT

Panelists:
Portfolio Manager, 40|86
Senior Loan Strategies, CREDITSIGHTS
Managing Director, GSO CAPITAL PARTNERS
Managing Director, AE CAPITAL ADVISERS
CEO, NEWOAK CAPITAL

10:15

Morning Refreshment Break

10:30

Role of the Managers

Panelists:
Chief Operating Officer, CREDIT SUISSE
President, WILSON CONSULTANTS LLC
Associate, DECHERT

11:15

CDO’s and SIV’s Distress                       

Moderator:                            
Partner, Kaye Scholer           

Panelists:                                                                                           
President, STRUCTURED CREDIT INTERNATIONAL CORP                 
Senior Manager, LASALLE GLOBAL TRUST SERVICES                 
Partner, MILBANK, TWEE D, HADLEY & Mc CLOY LLP

Partner, CLIFFORD CHANCE US LLP

12:15p

Lunch

Sponsored by:

1:15

CLO’s                                                                                                            

Moderator: 
Partner, MILBANK, TWEE D, HADLEY & Mc CLOY LLP

Panelists:
Senior Vice President, MOODYS
Director, UNICREDIT
Managing Director, FORTRESS INVESTMENT GROUP, LLC
Portfolio Manager, Franklin Templeton Advisors

2:00

CDO’s 2009 and Beyond: Structures, Strategies, Challenges and Opportunities

Moderator:
Partner, Clifford Chance US LLP

Panelists:
Managing Director, BROAD POINT CAPITAL
Vice President Head of Structured Product, EATON VANCE MANAGEMENT
President, NEWOAK CAPITAL
Portfolio Manager, BlueMountain Capital

2:45

Accounting, Tax, Legal and Regulatory Issues and Updates

Moderator:
Director, PF2 SECURITIES EVALUATION, INC

Panelists:
Director, KPMG
Senior Principal Consultant, ACA Compliance Group

3:30

Refreshment Break

3:45

The Current Economic Environment and the Impact on CDO/CLO Management Strategies

Moderator:
Partner, LETHAM AND WATKINS

Panelists:               
Founding & Member Partner, ARES MANAGEMENT, LLC
Senior Managing Director, RIVERSOURCE INVESTMENTS
Managing Director, AIG INVESTMENTS
Head of CDO Investing, JP MORGAN
President, NEWOAK CAPITAL

4:30

The CLO/ CDO Secondary Market: Liquidity and Transparency

Moderator:
Executive Vice President, BANK OF NEW YORK MELLON

Panelists:
Director, TEACHERS INSURANCE & ANNUITY ASSOCIATION
Managing Director, BROAD POINT CAPITAL
Managing Director, MAXIM GROUP
Portfolio Manager, BlueMountain Capital
Managing Director GUGENHEIM CAPITAL MARKETS

6:00

Cocktail Reception

Sponsored by:

Tuesday, December 9, 2008

7:30a

Continental Breakfast

8:00

Co-Chair Welcoming Remarks

Executive Vice President, BANK OF NEW YORK MELLON
Director, DELOITTE & TOUCHE LLC
CEO, NEWOAK CAPITAL
Partner, CLIFFORD CHANCE US LLP

8:15

Roles and Functions of the CDO/CLO Trustees

Panelists:
Product Manager, LASALLE GLOBAL TRUST SERVICES
Partner, DELOITTE & TOUCHE LLC

9:00

Rating Agency: Their Role in the Crisis and Going Forward

Panelists:
President, STRUCTURED CREDIT INTERNATIONAL CORP
Managing Director, FORTRESS INVESTMENT GROUP, LLC

9:45

Distressed Debt/ High Yield CDO’s/ Leveraged Loans

Moderator:
Senior Managing, Director, PACIFIC ASSET MANAGMENT

Panelists:
Managing Director, GUGENHEIM CAPITAL MARKETS
President & Chief Executive Officer, FOUR CORNERS CAPITAL MANAGEMENT LLC
Senior Managing Director, INSTITUTIONAL CREDIT PARTNERS, LLC   
Manager, SYMPHONY ASSET MANAGEMENT, LLC.
Partner, VIRTUS PARTNERS LLC

10:45

Correlation Products: Valuation and Analysis (Past, Present and Future)

Moderator:
Professor of Finance, CAL STATE DOMINGUEZ HILLS

Panelists:
Managing Director/Senior Portfolio Strategist, QFS ASSET MANAGEMENT L.P
Managing Principal, Capital Fusion Alternative Investments

11:30a

Sessions Conclude