SPEAKING ENGAGEMENT
CLO Summit 2026
Dana Point, CA
December 1 – 3, 2026
Event details
December 1 – 3, 2026
Partners Joe Gambino, Craig Stein, and Sam Shin will participate in Opal Group’s CLO Summit, taking place December 1–3 in Dana Point, California.
The summit will bring together investors, issuers, and industry leaders to examine recent regulatory developments, emerging market trends, and the outlook for the CLO market.
Our partners will share their insights across the following sessions:
- Navigating the RRRs: Refis, Resets & Repricings
- Partner Joe Gambino will join a panel examining the evolving economics of CLO refinancings, resets, and repricings, including their impact on equity returns, liability structures, and investor demand. Panelists will discuss strategies for optimizing the CLO capital stack, evaluating market opportunities, and determining when to act in a shifting credit environment.
- CLO Manager Roundtable
- Moderated by Partner Craig Stein, this panel will explore how CLO managers are navigating the current credit environment, from identifying investment opportunities and managing downside risk to optimizing capital structures. Panelists will also discuss the growing role of AI and technology, strategies for differentiation, and the key risks and opportunities shaping the CLO market.
- Structuring for Resilience: Documentation and Portfolio Design in a Tougher Credit Cycle
- Partner Sam Shin will join a panel examining strategies for building resilient CLO portfolios amid evolving credit conditions, with a focus on portfolio construction, documentation, and structural protections. Panelists will discuss balancing risk and returns, navigating defaults and liability management events, and structuring CLOs to withstand market uncertainty.
Speakers
