CLO Summit 2025

Focuses on collateralized loan obligations (CLOs) and specialty finance transactions.

Joe’s practice centers on advising arrangers and collateral managers in the CLO space, with additional expertise in regulatory issues and structured lending facilities. He also brings deep knowledge in esoteric ABS and specialty finance transactions.

Head of Fund Finance. Represents hedge funds, private equity funds, asset managers, specialty finance companies and investment banks in a wide range of financing transactions.

Dan has particular experience in fund finance, ABL facilities and structured credits, including CLOs, CBOs, CFOs, warehouse lines, leveraged finance vehicles, capital call facilities, NAV facilities, GP, LP and management company financings, secondary facilities, rated feeders and fund-of-fund loans.

He also focuses on a variety of other secured and unsecured finance transactions, both on the borrower and lender side, including cash-flow and asset-based loans, acquisition financing, Term B loans, unitranche loans, mezzanine and subordinate loans, distressed debt investments, workout and restructuring transactions, debtor-in-possession and exit financings, cross-border transactions and other complex credit arrangements.

Dan is recognized as a leader in his field by Chambers USA, The Legal 500 US, and New York Super Lawyers.

Publications

• "U.S. and EU CLOs: Market Trends and Recent Regulatory Developments,” International Comparative Legal Guide - Securitisation 2025, May 2025

Head of CLOs. Represents issuers, underwriters, collateral managers and investors in collateralized loan obligations (CLOs), and advises on other structured finance and asset-backed transactions and swaps and other derivative products, including prime brokerage and customer trading agreements.

Craig is recognized in the area of finance and derivatives by the prestigious legal directory Chambers USA: America’s Leading Lawyers for Business, which noted that satisfied clients praised him for his “very broad knowledge of the markets” and for being “incredibly responsive and helpful in thinking through issues” and “very thoughtful about the market.” Chambers also stated, “He is known for his work in derivative products, representing issuers, underwriters and portfolio purchasers in CLOs. Peers find his work in structured products and derivatives impressive.” The Legal 500 US has noted that Craig is “recognized for his thought leadership on regulatory issues affecting both the securitization and derivatives markets.”

Craig is a member of the American Bar Association, the New York City Bar Association, the New York State Bar Association, the Loan Syndications and Trading Association, the International Swaps and Derivatives Association and the Structured Finance Association.

He is a much sought-after speaker for structured finance and hedge fund industry conferences and webinars and the author of numerous articles on advanced financial products.

Craig is the author of “U.S. CLOs: Past and Present” in The Journal of Structured Finance. He has also co-authored:

• “U.S. and EU CLOs: Market Trends and Recent Regulatory Developments,” International Comparative Legal Guide to Securitisation 2023, 2022
• “CLOs and the Changing Landscape after COVID-19, International Comparative Legal Guide to Securitisation 2021
• “CLOs and LIBOR Transition,” International Comparative Legal Guide to Securitisation 2020 
• “Collateralized Loan Obligations,” Securitizations: Legal and Regulatory Issues