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Debtwire Investors Summit 2016

24 MAY 2016 | THE METROPLOTIAN CLUB, NYC

  • Topics Discussed

    • 08:30

      Registration and Breakfast

    • 08:55

      Welcome

      Andrew  Ragsly
      Andrew Ragsly
      Managing Editor - North America , Debtwire (moderator)
    • 09:00

      Keynote address

      Honorable Robert D.  Drain
      Honorable Robert D. Drain , U.S. Bankruptcy Court, Southern District of New York
      Richard  Goldman
      Richard Goldman
      Legal Analyst , Debtwire
    • 09:30

      Distressed investment strategies

      As the market finds itself in a full blown distressed cycle, energy dominates the day, although general credit market weakness has spread pain throughout all sectors. With this backdrop, our panel of expert advisors and investors will debate and discuss: 

      • What are the best strategies for managing losses in a downturn? 
      • Where is the value today?
      • How can market players best position themselves to capitalize on an eventual turnaround?
      John  Buck
      John Buck
      Managing Principal - Middle Market Special Situations, , DW Partners
      Carney Hawks
      Carney Hawks
      Partner , Brigade Capital Management
      Michael  Lipsky
      Michael Lipsky
      Partner and Portfolio Manager , MatlinPatterson Global Advisers LLC
      Angelo Rufino
      Angelo Rufino
      Portfolio Manager , Brookfield Asset Management
      Keith  Wofford
      Keith Wofford
      Partner , Ropes & Gray LLP
      Andrew  Ragsly
      Andrew Ragsly
      Managing Editor - North America , Debtwire (moderator)
    • 10:30

      Coffee break

    • 10:50

      Fireside Chat

      Emanuel  Grillo
      Emanuel Grillo
      Partner , Baker Botts LLP
      Andrew   Yearley
      Andrew Yearley
      Managing Director , Lazard
    • 11:20

      Capital market trends

      The high yield bond and leveraged loan capital markets have hit turbulent patches over the last year, with complications that rippled through Wall Street. Our expert panel of buyside and sellside participants will dig into recent trends, current market conditions, and strategies for positioning for the year to come. 

      • The current state of LBOs and the outlook going forward
      • Has the pendulum swung? 
      • How will competition from direct lending institutions impact the market?
      Timothy B.   Donahue
      Timothy B. Donahue
      Managing Director and Head of High Yield and Leveraged Loan Capital Markets , J.P. Morgan
      Jonathan R.  Insull
      Jonathan R. Insull
      Managing Director , Crescent Capital Group LP
      Shalla  Prichard
      Shalla Prichard
      Partner , Baker Botts LLP
      Lee M.  Shaiman
      Lee M. Shaiman
      Co-Head of Credit Investments , Arrowpoint Partners
      Charles  Tricomi
      Charles Tricomi
      Covenant Analyst , Xtract Research
      Kate  Marino
      Kate Marino
      Deputy Editor - North America , Debtwire (moderator)
    • 12:15

      Lunch

    • 01:30

      Presentation: North American Distressed Debt Outlook 2016 Update

      Joanna  Anderson
      Joanna Anderson
      Managing Director , Cortland Capital Market Services, LLC
    • 02:00

      Sector Focus: Metals and Mining

      The global metals and mining sector is reckoning with its failed bet on China – what some have called a “super correction” to the super-cycle, with an extended period of lower and potentially volatile commodity prices, resulting in unprecedented impacts on earnings and balance sheets. This session will provide an economic overview, examining the extent to which the sector is in distress, and zero in on how balance sheets are being managed and specific investment opportunities. 

      • Coping mechanisms: balance sheet maneuverings in a volatile commodities market 
      • What are the dynamics when conducting a cross- border restructuring? 
      • Where are the opportunities in 2016 and beyond?
      Rebecca  Campbell
      Rebecca Campbell
      Partner , White & Case LLP
      David   Descoteaux
      David Descoteaux
      Managing Director , UBS
      C. Luckey   McDowell
      C. Luckey McDowell
      Partner , Baker Botts LLP
      Madalina   Iacob
      Madalina Iacob
      Senior Distressed Debt Reporter – North America , Debtwire (moderator)
    • 02:45

      Coffee break

    • 03:15

      Legal trends within bankruptcy and restructuring 

      Bankruptcy attorneys and investors are continually having to operate in a distressed environment ripe with new precedents and developments. Among these, the panel will discuss: 

      • Which legal issues are unique to the energy sector and why? 
      • The resurgence of the Trust Indenture Act minority holder protections and its impact on the market 
      • Recent Chapter 15 developments and their implications going forward
      Harrison    Denham
      Harrison Denham
      Partner , White & Case
      Ross  Martin
      Ross Martin
      Partner , Ropes & Gray LLP
      John J.   Rapisardi
      John J. Rapisardi
      Partner , O’Melveny & Myers
      Ray C.  Schrock
      Ray C. Schrock
      Partner , Weil, Gotshal & Manges LLP
      Jack M. Tracy II
      Jack M. Tracy II
      Head of Legal Analysis for the Americas , Debtwire (Moderator)
    • 04:00

      Opportunities in the distressed energy sector

      The collapse in oil and natural gas prices alongside geopolitical friction has rekindled distressed investment opportunities in the energy sector - but investors should consider all of the factors in play before diving in. The panel will dissect the most compelling topics in the energy sector, touching on secured debt exchanges, shrinking hedge books, borrowing base re-determinations and fulcrum securities. 

      • Which recent distressed debt exchanges are susceptible to a fraudulent conveyance challenge? 
      • How an extensive Chapter 11 litigation road is leading to liquidation 
      • What are the best strategies in finding value in oil wreckage?
      Ryan  Bouley
      Ryan Bouley
      Managing Director , Opportune
      David   Descoteaux
      David Descoteaux
      Managing Director , UBS
      Daniel  East
      Daniel East
      Principal , The Carlyle Group
      C. Luckey   McDowell
      C. Luckey McDowell
      Partner , Baker Botts LLP
      Madalina   Iacob
      Madalina Iacob
      Senior Distressed Debt Reporter – North America , Debtwire (moderator)
    • 05:00

      Post-event cocktail reception and networking


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