2026 Credit Opportunities Symposium Agenda

presented by:


Credit Markets in Flux:
Late Cyle Opportunities & Pitfalls

Thursday, March 12, 2026
Reception at 5:30pm

Friday, March 13, 2026
All-day Program

At the John A. Paulson Auditorium
NYU Stern School of Business
44 W. 4th Street

Agenda

Registration & Breakfast

8:00am to 9:00am

Conference Introduction

9:00am to 9:15am

Sean Griffin is the head of LSTA, overseeing the breadth of the LSTA’s efforts on behalf of the multi-trillion-dollar corporate loan market to ensure that the LSTA continues to fulfill its mission for its members and the market overall.

Sean joined LSTA in April 2024 after 23 years at JPMorgan, where he was a managing director and held various roles within its global markets division, including deputy head and co-head of its Global Primary CLO business. His experience covers cash flow and market value securitization products and spans multiple asset classes focusing on corporate credit and bank loans. While at JPMorgan, Sean worked with various issuers and investors, including private equity, hedge funds, asset and money managers, banks and insurance companies. He utilized CLO/CDO technology to provide clients with access to capital and address their business goals, whether it be the growth of AUM via traditional CLO/CDO issuance, balance sheet relief or more specialized bespoke financing solutions.

Sean received his B.A. in Mathematical Economics from Brown University.


Sean Griffin
LSTA

Dan Kamensky is the Founder of the Creditor Rights Coalition. He is an adjunct professor of finance at the New York University Stern School of Business and co-director of the Altman-Paulson Initiative on Corporate & Distressed Opportunities. Dan regularly consults and provides legal advice to clients through Restructuring Law Advisory P.C. and RLA Consulting LLC.

Dan is the former managing partner of a Securities and Exchange Commission-registered investment advisory firm that was recognized as a leading manager by Absolute Return Magazine for two consecutive years.

Prior to founding his firm, Dan was a partner at Paulson & Co. and held various senior positions at Barclays Capital and Lehman Brothers in their Distressed and Special Situations groups. He started his career as an attorney at Simpson Thacher & Bartlett.

Dan formerly served as chairman of the Bankruptcy and Creditor Rights group of the Managed Funds Association and as co-chair of the Trade Practices Committee of the Loan Syndications and Trading Association. He also served as an advisory board member of the American Bankruptcy Institute Commission to Study the Reform of Chapter 11 and has written and lectured extensively on bankruptcy and restructuring topics.


Dan Kamensky
Creditor Rights Coalition & Co-Director Altman-Paulson Initiative at NYU Stern

Managing Credit Risk Across the Corporate Loan Market

9:15am to 10:00am (45 minutes)

This panel will explore how the convergence of broadly syndicated loans and private credit is reshaping investment management. Experts will discuss managing credit risk across market cycles and analyze emerging trends in credit and liquidity.

Harpreet S. Anand shares portfolio management responsibility for a number of Oak Hill Advisor’s portfolios. He serves on various firm committees including the compliance committee, investment strategy committee and several fund investment committees. Mr.

Anand also serves on the firm’s Diversity, Equity and Inclusion Council. Previously, he had senior research responsibility for automotive, building products, chemicals, metals & mining, paper & packaging and aerospace & defense industries.

Prior to joining Oak Hill in 2006, Mr. Anand worked at Bear, Stearns & Co. Inc. in its Leveraged Finance/Financial Sponsors Group.

He earned a B.B.A., with honors, from the Stephen M. Ross School of Business at the University of Michigan.


Harpreet Anand
Oak Hill Advisors

Theodore Basta is Executive Vice President of Market Analytics and Investor Strategy for the LSTA, where he leads the LSTA’s Market Analytics team which is responsible for the LSTAs analytical and reporting initiatives, all of which enhance market visibility, transparency, and liquidity.

Mr. Basta also manages key strategic products and partnerships for the Association, including the LSTA’s secondary trading and settlement data initiatives, the LSTA/Refinitiv LPC Mark-to -Market Pricing Service and the Morningstar/LSTA Leveraged Loan Index. In addition, Mr. Basta organizes the Association’s global investor conferences and NYC based annual loan conference.

Prior to joining the LSTA, Ted was Vice President and Director of Global Pricing with Loan Pricing Corporation (LPC), where he managed the LSTA/LPC Mark-to-Market Pricing Service. During his tenure at LPC, Ted was instrumental in driving new product development and secondary market analytics, while playing an influential role in several initiatives that enhanced the liquidity and transparency of the secondary loan market.

Mr. Basta received an M.B.A. from the Zicklin School of Business at Baruch College and a B.A. in Accounting from Long Island University.


Ted Basta
LSTA

Ramki Muthukrishnan is a Managing Director and heads the Non-Banking Finance team at S&P ratings. In this role, Ramki has oversight on over 165 ratings from various subsectors including BDCs, Asset Managers, Operating lease companies, consumer and commercial lending. Prior to his current role, Ramki headed the leveraged finance team where he directed directs efforts in the US leverage finance and recovery analytics, leveraged finance research and commentary. Prior to this, he headed the surveillance function for US CLOs and the US RMBS functions at S&P. Ramki also leads all research and outreach in Credit Estimates and Private Credit on the analytical side. Ramki has close to 25 years of experience in corporate, CLOs and RMBS ratings. In 2023, Ramki was identified by Business Insider as 10 industry leaders transforming business for his work on Private Credit.

Before joining Standard & Poor’s, Ramki worked at Syntel Inc., a Michigan-based technology consulting company and prior to that, at Motorola, India.

Ramki sits on the Board of the Afro Latin Jazz Alliance (ALJA).

Ramki holds a Bachelor of Commerce from Madras University, a master’s from Xavier Institute of Management, Jamshedpur and an MBA from Yale School of Management.


Ramki Muthukrishnan
S&P ratings

Free falls, fraud and fun - Chapter 11 in real time

10:05 to 11:00am (55 minutes)

This panel will explore the latest developments in Chapter 11, including new filings, emerging disputes, and the cases shaping today’s restructuring landscape. Join industry experts for a timely discussion of current events and key trends unfolding in bankruptcy courts.

Matt Barr is Co-Chair of the Restructuring Department at Weil, Gotshal & Manges LLP and a member of the Firm’s Management Committee. Matt has extensive experience leading representations of debtors, secured and unsecured creditors, bondholders, ad hoc groups, private equity funds, acquirers of assets and other institutions acquiring controlling positions in financially distressed companies in chapter 11 reorganization cases and out-of-court restructurings both in the United States and internationally. Matt’s engagements have ranged across a wide array of industries, including retail, telecommunication, chemical, pharmaceutical, textile, energy, oil and gas, automotive, apparel, manufacturing, project finance and shipping. He has drawn upon his broad experience to

develop and advise clients on practical solutions and build the consensus required to implement these solutions.


Matt Barr
Weil Gotshal

Honorable Craig T. Goldblatt was appointed to the U.S. Bankruptcy Court bench in 2021.

Craig Goldblatt is an experienced bankruptcy litigator, with a focus on complex bankruptcy disputes and bankruptcy appeals. The core of his practice has been protecting the interests of secured creditors, financial institutions and insurance companies in bankruptcy-related disputes, though he has also represented leading technology, transportation and communications industry clients in bankruptcy matters. Mr. Goldblatt, who joined the firm in 1994, was a member of the WilmerHale’s Management Committee.


Judge Craig T. Goldblatt
Bankruptcy Court, Delaware

Ray C. Schrock, Global Chair of the Restructuring & Special Situations Practice, represents public and private companies, private equity sponsors, creditors, and other clients in complex liability management transactions and complex international and US restructuring matters.

Widely recognized as one of the world’s leading restructuring lawyers, ranked Band 1 by Chambers & Partners globally and in the United States, Ray advises leading public companies, financial institutions, private equity funds, portfolio companies, and creditors on matters across multiple sectors in complex liability management transactions and restructurings.

Ray has led some of the world’s most novel and complex liability management transactions and complex restructurings, including: Sears, J. Crew, Serta Simmons Bedding, AMC Entertainment, Steward Health Systems, PG&E, Air Methods, Southeastern Grocers, Tidewater, DiTech, A&P Supermarkets, Ally Bank/ResCap, and many others.

Before joining Latham, Ray was a global management committee member and restructuring department co-chair at another leading global law firm.


Ray Schrock
Latham

Robert Stark is chair of Brown Rudnick's Bankruptcy & Corporate Restructuring Practice Group. Robert focuses his practice on complex corporate restructuring, including in-court Chapter 11 cases and out-of-court workouts. He has extensive experience representing debtors/borrowers, secured and unsecured creditors, official creditor/equity committees, and other significant parties-in-interest in large corporate insolvency matters.


Robert Stark
Brown Rudnick

Cat Corey is a distressed legal analyst at 9fin. She holds a JD from NYLS and an LL.M in Bankruptcy from St. John’s University School of Law. She began practicing bankruptcy law at Kelley Drye & Warren. Prior to joining 9fin, she served as the global head of restructuring data at Debtwire.


Cat Corey
9fin

LMEs: You Can't Tell Where You're Going If You Don't Know Where You've Been

11:05am to 11:35am (30 minutes)

In this session, Jared Muroff, Head of Special Situations at Octus, will discuss recent developments in liability management exercises with a focus on their impact on potential future transactions.


Jared Muroff
Octus

Luncheon

11:45am to 12:30pm (45 minutes)

Keynote Fireside Chat

12:45pm to 1:30pm (45 minutes)

Steve Tananbaum, GoldenTree Asset Management, in conversation with Sara Eisen, CNBC

Steven Tananbaum is Founder, Managing Partner and Chief Investment Officer of GoldenTree Asset Management, overseeing the firm’s investments across all fund offerings. In addition, Mr. Tananbaum is the Lead Portfolio Manager for the Master Fund, Distressed Funds, and Tactical Opportunities Fund, as well as a Lead Portfolio Manager for GoldenTree Loan Management and other fixed income oriented strategies. Mr. Tananbaum chairs GoldenTree Asset Management’s Executive Committee, and Distressed Committee. Mr. Tananbaum is also a member of GoldenTree's Private Credit Committee. A veteran of the credit markets with nearly 40 years of investing experience, Mr. Tananbaum founded GoldenTree in 2000 and was instrumental in building the firm into an organization that is highly regarded for its investment process and partnership culture. Known for its focus on fundamental and relative value analysis, GoldenTree has produced strong competitive returns across product lines since its inception. The firm has grown into an organization of 26 partners, over 320 employees and over $62 billion of assets under management. Prior to forming GoldenTree, Mr. Tananbaum spent over a decade at MacKay Shields. He was head of the firm’s high yield group beginning on June 1, 1991 and, in 1997, founded its hedge fund business and served as the lead portfolio manager. Under Mr. Tananbaum’s leadership, MacKay Shields’ high yield mutual funds were rated in the top 5% by Lipper from June 1, 1991 through December 31, 1999. Prior to joining MacKay Shields, Mr. Tananbaum worked primarily on high yield and merger & acquisition transactions in the corporate finance department of Kidder, Peabody & Co. He is a graduate of Vassar College with a B.A. in Economics. Mr. Tananbaum is a CFA charterholder. He is a Member of the Board of Trustees of The Museum of Modern Art and serves as Co-Chair of the Palm Beach Center to Combat Antisemitism & Hatred.

Steven Tananbaum
Founder, Managing Partner & Chief Investment Officer, GoldenTree Asset Management

Sara Eisen is co-anchor of the 10AM and 11AM ET hours of CNBC's "Squawk on the Street" (M-F, 9AM-12PM ET), which broadcasts from Post 9 at the New York Stock Exchange. She is known for her deep expertise in financial markets and the global economy as well as regular news making interviews with some of the most prominent names in the financial world, including Phil Knight, Leon Black, Janet Yellen and Christine Lagarde, among others. Eisen holds a master's degree in broadcast journalism with a concentration in business reporting from the Medill School of Journalism at Northwestern University.


Sara Eisen
Sara Eisen of CNBC, “Squawk on the Street” & “Money Movers” Co-Anchor

LME Tools of the Trade: Recent Developments and Hot Topics In Loan Market Documentation.

1:30pm to 2:20pm (50 minutes)

This panel will examine recent loan market developments in the context of liability management, including DQ list flexibility, anti-cooperation and anti-advisor provisions, syndicate control, and other evolving liability-management technologies that are reshaping the playing field and how LMEs are negotiated. The discussion will also address the recent antitrust litigation in the Optimum and Selecta cases and how they may impact the market going forward.

Leonard Klingbaum is co-head of Ropes & Gray’s global finance group and leads the firm’s credit opportunities practice. Leonard also co-heads Ropes & Gray’s liability management cross-practice group.

Leonard advises clients on event driven and opportunistic financing transactions, as well as special situations, workouts, restructurings and insolvency matters. He routinely represents participants in all aspects of the capital solutions' arena, including distressed investing, strategic lending, loan-to-own, and restructuring matters. He has represented lenders (credit funds) and borrowers in direct lending, high yield, and mezzanine transactions, from the lower middle market to large cap transactions. He also acts on behalf of public and private corporate clients as general finance counsel.

Leonard has been named by Forbes among “America's Top 200 Lawyers” (2024-2025) and recognized by The Legal 500 (United States), where clients recognize him as “diligent and hardworking" and "adept at locating problems and finding solutions.” Additionally, IFLR 1000 ranks him as “highly regarded,” and he has been recognized by the Turnaround Management Association with a Transaction of the Year award. Leonard also has been ranked by Chambers USA as one of America's Leading Lawyers for Business (2021-2023).


Leonard Klingbaum
Ropes & Gray

Jason Kyrwood is co-head of Davis Polk’s market-leading Global Finance practice and Private Credit industry group. This has included leading the building of a finance platform that is now regarded as a destination of choice for the market’s most significant and complex debt financings.

With nearly three decades of experience, he advises banks and private credit providers on the full spectrum of leveraged and investment-grade financings, including some of the most complex domestic and cross-border LBOs and strategic acquisition financings of the last 25 years.

Jason has led the practice through several major market developments, including expanding its reach into hybrid capital, structured credit, securitization, and project and infrastructure finance, while solidifying the firm’s position as a premier market leader in finance. He is ranked “Band 1” by Chambers USA in both Banking and Private Credit, a three-time winner of American Lawyer’s “Dealmaker of the Year” award, and a member of Legal 500 U.S.’s “Hall of Fame” for Banking (Advice to Bank Lenders).

He is regarded as one of the market’s ‘go-to’ voices on emerging finance developments, with clients praising that “his practice is talented, deep, scaled and he’s in the thick of the latest matters in the market.”

Outside of his practice, Jason serves on the boards of Rising Ground, a nonprofit social services organization, and MCE Social Capital, a nonprofit impact investing firm.


Jason Krywood
Davis Polk

Shai Schmidt represents ad hoc lender and noteholder groups, asset managers, hedge funds, and CLOs in a wide range of in-court and out-of-court transactions and disputes. He has represented lenders in some of the largest liability management exercises (LMEs) and chapter 11 cases in recent years. These include Invesco in the Robertshaw matter, lender groups in First Brands, Saks Global, Tropicana, Quest Software, Wellness Pet, Oregon Tool, Better Health Group, Allen Media Group, Ivanti Software, and Magenta Buyer (McAfee), and a lender to Del Monte Foods in connection with an LME-related litigation.

Shai has extensive experience in intercreditor litigation in state and bankruptcy courts, contested Chapter 11 plan confirmations, DIP financing, and other bankruptcy- and restructuring-related disputes.

Recognized as a leading authority on LMEs and intercreditor issues, Shai is regularly featured in The Financial Times, Bloomberg, The Wall Street Journal, Octus, Debtwire, 9Fin, and other top business publications for his insights.


Shai Schmidt
Glenn Agre

Ian Feng graduated from the University of Texas at Austin in 2006 and the New York University School of Law, cum laude, in 2009. Prior to joining Covenant Review, Ian practiced law at Latham & Watkins and Gibson Dunn & Crutcher, focusing primarily on corporate and sponsor-backed finance transactions, representing both arrangers and financial institutions and sponsors and corporate borrowers. Ian has extensive experience representing agent banks, arrangers and other financial institutions, as well as sponsor and corporate borrowers in a variety of acquisition/leveraged buyout (LBO) financings and project finance transactions. Ian joined Covenant Review in 2015.


Ian Feng
Covenant Review

How to Make Decisions in an AI-driven World

2:20pm to 2:50pm (30 minutes)

Vasant Dhar of NYU Stern, author of Thinking with Machines: The Brave New World of AI will explore the future of human-machine collaboration, offering guidance on how to govern and trust these systems as they become integrated into critical decision-making in areas like finance.


Vasant Dhar
Vasant Dhar, author of Thinking with Machines: The Brave New World of AI

How is AI reshaping our world (and credit as well…)

2:55pm to 3:45pm (50 minutes)

This panel will include various perspectives of how AI is impacting the credit ecosystem, from data analytics to security selection and portfolio management.

Kelly Byrne is the Founder and Chief Executive Officer of Mountain Point Credit, responsible for leading the firm’s vision to bring a systematic investment approach to the loan market. MPC was founded by Kelly Byrne in partnership with Eagle Point Credit. Prior to founding Mountain Point, Mr. Byrne spent 18 years at Voya Investment Management, most recently as Senior Portfolio Manager and Head of Capital Markets, where he helped grow assets from $2 billion to $30 billion. He held leadership roles across credit products and built the systems and processes that underpin operational and performance risk management. He now focuses on leveraging market data and technology to streamline and

improve portfolio management. Mr. Byrne holds a BSE in Biomedical Engineering and an MBA from Arizona State University and is a Chartered Financial Analyst® charterholder.


Kelly Byrne
Mountain Point Credit

Rachel Jolivet
JPMorgan

Sachin Gupta
Covara Capital

Steve Miller
Fitch

Meet our Sponsors

Diamond Sponsor

Platinum Sponsors

Gold Sponsors

Investment Management Tier: