Agenda - Agenda | CRE CLOs

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Exhibitors

7:15am - 7:45am

Exhibitor set-up

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Registration

Networking

7:45am - 9:00am

Registration & Breakfast

8:00am - 8:45am

Coffee & counterparties: Closed-door originator and investor networking breakfast

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General Session

9:00am - 9:15am

Chairperson Opening Remarks

9:15am - 10:00am

Setting the stage: 2026 Issuance, spreads & the road ahead

Is the ~40% year-over-year issuance growth durable, or is the cooling pace since Q1 a warning sign?
Where are spreads headed, and what's driving the tightening — supply, demand, or macro?
How are Fed policy and the rate environment reshaping borrower and issuer behavior?
Which property types and geographies are drawing new capital, and which are being avoided?
What separates today's market from the 2021 boom — and why does that distinction matter?

10:00am - 10:45am

The issuer's playbook: Winning in a crowded market

How are repeat issuers competing for quality collateral as new entrants flood in?
What portfolio-management tactics are keeping delinquency and distress in check?
How do you defend spreads and economics when everyone is chasing the same loans?
Static vs. managed: which structures are winning, and why?
Where are the best risk-adjusted origination opportunities right now?

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Networking

10:45am - 11:30am

Networking break & sponsor exhibits

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General Session

11:30am - 12:15pm

From "extend and pretend" to "resolve or reset": Workouts, modifications & the maturity wall

Is the era of easy extensions really over — and what's forcing the shift to resolution?
Which workout tools (mods, cash contributions, buyouts, special servicing) are actually working?
With so many loans past original maturity, how big is the refinancing wall in reality?
How is the ~40% of loans facing rate-cap expirations changing the distress math?
Whose interests win when the issuer also manages and services the troubled loan?

12:15pm - 1:00pm

Structure, innovation & risk retention: How deals get built in 2026

How are deal structures and subordination levels evolving in the current cycle?
What's driving the surge in resets and refinancings, and when do they make sense?
How are reinvestment mechanics and eligibility criteria being tightened or loosened?
What do current risk-retention and capital-treatment rules mean for issuer economics?
Which structural innovations are genuine improvements versus repackaged risk?

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Networking

1:00pm - 2:00pm

Networking Lunch

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General Session

2:00pm - 2:45pm

The 70% question: Multifamily concentration, supply stress & the rate-cap cliff

With multifamily at ~70% of collateral, is concentration a strength or a systemic risk?
How is Sunbelt oversupply reshaping rent growth and business-plan assumptions?
What happens to DSCR as rate caps expire on floating-rate multifamily loans?
How are rising insurance and property-tax costs eroding underwritten returns?
Which multifamily markets are genuinely stressed versus merely repricing?

2:45pm - 3:30pm

The buy side speaks: Investor appetite, relative value & where the risks are

What's driving demand across the capital stack, and where is appetite thinning?
How does CRE CLO paper stack up on relative value versus other CRE debt?
How deep and liquid is the secondary market when investors need to exit?
What credit signals are investors watching most closely heading into 2027?
What would cause the buy side to pull back — and what would pull them in?

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Networking

3:30pm - 3:45pm

Afternoon networking break

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General Session

3:45pm - 4:30pm

Behind the black box: Data, AI & reporting transparency

How transparent are rating-agency methodologies — and where do investors want more?
Are disclosure and investor-reporting standards keeping pace with the market?
Where is AI genuinely adding value in surveillance, underwriting, and asset management?
Can better data close the gap between headline distress and true loan-level performance?
What reporting standardization would most improve investor confidence?

4:30pm - 5:15pm

Breaking in: New & re-emerging issuers

What does a realistic timeline to first issuance look like today?
How are new platforms securing warehouse lines and raising capital in this environment?
What do investors scrutinize most when evaluating an unproven manager?
What are the most common first-deal mistakes — and how do you avoid them?
Is now the right moment to enter, or are the barriers too high?

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Networking

5:15pm - 6:15pm

Networking reception

6:15pm - 6:20pm

Conference Concludes

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AgendaTuesday, November 3, 2026 - US Eastern

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