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Agenda

Euro CLOs 2026 offers a content-rich programme built around timely analysis, meaningful panel discussions, and senior-level networking.

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08:00
  1. Networking Breakfast & Registration
    60 mins
09:00
  1. Opening Remarks
    10 mins
09:10
  1. Keynote Fireside Chat - Can European CLOs withstand pressure on wider credit markets?
    35 mins
09:45
  1. Market outlook - The European Premium: how market volatility is driving surging issuance
    45 mins

    • Against the backdrop of tight spreads, market competition and lasting volatility - how is the European market adjusting to elevated attention?

    • Consider which of these drivers most concerns investors

    • Engage with the how European CLO market is defining itself from its US peers

    • What can Europe’s regulators do to create greater opportunities for traders?

10:30
  1. Manager outlook - Balancing risk and reward, lessons to be learnt from across the pond
    45 mins

    • The European market has reached record issuance, yet barriers remain - how can the market navigate a more challenging regulatory environment?

    • As default rates rise to historical norms, how will managers adjust their portfolio structures?

    • Which European jurisdictions are proving providing the greatest opportunities?

    • What can managers expect from market shifts through 2026?

11:15
  1. Coffee & Networking
    30 mins
11:45
  1. CLO Product Niches: the sub asset-classes creating relative value for ambitious traders
    45 mins

    • What are the unique structural characteristics of infrastructure, CRE, Middle Market and Mezzanine CLOs?

    • How are rating agents assessing these sub-asset classes?

    • Discuss the key distinctions in loan characteristics and structural features between European and American mortgage markets

    • Which of these asset classes will enjoy European growth in 2026 and beyond?

12:15
  1. Ratings across the capital structure - still fit for purpose?
    30 mins

    • Engage with how data is providing deeper clarity to asset’s real risk profiles

    • Are managers packaging their portfolios correctly?

    • How risk retention requirements driving stronger interest to certain assets over others

    • What has been the evolution of asset ratings since the GFC? And how will the expansion of data and LLMs provide increased transparency?

12:45
  1. Lunch
    75 mins
14:00
  1. Investor Panel - Creating relative value as market dislocations persist
    45 mins

    • How do investors assess European manager’s product selection?

    • What is the potential for equity and mezzanine products among investors?

    • What are US investors looking for with European CLO products?

14:45
  1. Regulatory case study - exploring the drive by European regulators to contain CLO markets
    30 mins
15:15
  1. Navigating LMEs as default risks continue to grow
    30 mins

    • Can debtors avoid the emergence of credit-on-creditor violence?

    • Are liquidity coverage requirements a hindrance or benefit to the EU market?

    • What can Europe learn from the US experience with LMEs?

    • Which legal considerations are most prevalent for CLO investors and managers?

15:45
  1. Coffee & Networking
    15 mins
16:00
  1. Benefits of building out CLO ETF structures
    30 mins

    • What are the opportunities arising from the retailisation of CLO ETFs?

    • How can these structures accelerate market growth?

    • What lessons can be learnt from the uptake in the US?

    • Core considerations for fund managers looking to develop a CLO ETF

16:30
  1. Future Outlook: The opportunity set as defaults return to the norm
    45 mins

    • What are investors seeking from managers in a more volatile global market?

    • Will the price advantage of shifting resources to European shores remain?

    • Which market impediments can be overcome in the short-term? And which might remain over the longer term?

17:15
  1. Networking Cocktail Reception & St Patrick’s Day Guinness Pints
    75 mins
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