Finance & Banking

CLO Summit 2026

Opal Group's CLO Summit is an educational forum designed for investors, issuers, underwriters, rating agencies, lawyers, and accountants. The conference focuses on the newest techniques to maximize returns and reduce risk exposure in the asset-backed finance area. Attendees will review recent regulatory changes, rating agency methodologies, and other structu…

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29Speakers
85Sponsors
7Exhibitors
21Sessions
108Companies · in total

Speakers

Programmed at CLO, in alphabetical order.

Adrianna Sperkacz
Group Director, Patient Experience · Apex Health
Carmen Collins, MBA, CPXP
Director of Patient Experience · RWJBarnabas Health, Jersey City Medical Center
Charity Garris, MBA
Director of Patient Experience, Culture and Engagement · The University of South Carolina
Connie Lee, MPH, FACHE
Senior Director, Patient Access · UCLA Health
David Weisman, PhD, CPXP, FPCC
Chief Experience Officer · NYC Health + Hospitals – Queens
Dawn Alexander, MHA, MBA, RN
Chief Nursing Officer · DCH Health System
Deidra Cofer
Director, Guest and Patient Services, Clin-Ops Guest & Patient Services · UT Southwestern Medical Center
Deidre Bacon Stokes
Regional Director of Patient Experience · ApolloMD
Elizabeth Menschner, DNP, MAS, MSN, RN, NEA-BC
Chief Executive Officer · Pennsylvania Organization of Nurse Leaders
Jaime Reiter, BSN, RN, MBA, CPHQ, CENP
Chief Nursing Officer · USC Care – Keck Medicine of USC
Kerrie Fullen
Director of Patient Experience · Norton Healthcare
Kerri Godwin, MSN, RN, NI-BC, NEA-BC
Director of Clinical Informatics · Johns Hopkins Bayview Medical Center
Kim Francis, PhD, RN, PHCNS-BC, NEA-BC
CEO & Founder · Kim Francis Consultants, LLC
Kirstin Morales
Patient Experience Consultant · Baylor Scott & White
LaDawn Bradley
VP of Patient Experience · ApolloMD
Lee Van Sise, DNP, MBA, RN, NEA-BC
Clinical Director, Innovation Location Operations · HCA Healthcare
Lisa Gingerich
Director of Patient Experience · Baylor Scott & White Health
Lydia Sutherlun
Medical Director Patient Experience · Temple Baylor Scott & White Health
Max Nicholson
Associate Director, Patient Experience · Cedars-Sinai
Michele Szkolnicki, MEd, BSN, RN, FACHE, FACMPE
Senior Vice President & Chief Nursing Officer · Penn State Health
Mindy Spigel, RN, MSN, CPXP
Author/Speaker/Facilitator
Paul Kuzmickas
Director Patient Experience · Cleveland Clinic

Sponsors

The companies behind the program. Tiers as disclosed.

Bank of AmericaPlatinum
BMOPlatinum
BNP ParibasPlatinum
ChapmanPlatinum
ComputersharePlatinum
Credit SightsPlatinum
CreditSightsPlatinum
DechertPlatinum
DeloittePlatinum
Fitch RatingsPlatinum
JefferiesPlatinum
JP MorganPlatinum
Kirkland & EllisPlatinum
LSEG Data & AnalyticsPlatinum
McDermott Will & SchultePlatinum
MizuhoPlatinum
Morgan StanleyPlatinum
MUFGPlatinum
NatixisPlatinum
NomuraPlatinum
OrrickPlatinum
Paul HastingsPlatinum
PwCPlatinum
RBC Capital MarketsPlatinum
ScotiabankPlatinum
SMBCPlatinum
Societe GeneralePlatinum
S&P GlobalPlatinum
US BankPlatinum
Wells FargoPlatinum
AllvueGold
BarclaysGold
BNYGold
Clifford ChanceGold
DLA PiperGold
EYGold
FISGold
GreensledgeGold
InNova Global FundGold
KBRAGold

Agenda

Selected from 21 sessions.

  • 10:35 AM

    Fire Side Chat – Legacy Blueprints vs. Hyper-Growth Networks: Shaping the Future of Global Healthcare

    This fireside chat brings together two distinct titans of the medical world to explore the evolution of global healthcare delivery. On one side sits the Cleveland Clinic, represent…

  • 10:35 AM

    Panel: AI in Nursing Operations: Building a Connected Care Ecosystem

    Explore how AI, connected smart devices, and interoperable technologies are transforming nursing operations by streamlining workflows, reducing administrative burden, enhancing med…

  • 11:00 AM

    Recap of Mission Tracks – Creating a Culture of Communication to Elevate Patient Experiences

    This interactive three-day learning experience brings Chief Nursing Officers and Patient Experience Officers together in small, facilitated groups to explore communication through …

    Mission Tracks
  • 12:00 PM

    Closing Remarks

  • 1:55 PM

    Mission Tracks – Creating a Culture of Communication to Elevate Patient Experiences

    This interactive three-day learning experience brings Chief Nursing Officers and Patient Experience Officers together in small, facilitated groups to explore communication through …

    Mission Tracks
  • 3:00 PM

    Welcome Remarks

  • 3:05 PM

    Workshop – Motivating, Inspiring and Engaging Your Team to Create Results That Matter

    How do you inspire, motivate, and engage your team to get the results you want? How do implement new strategies and make them stick? The goal of this session will be to equip leade…

  • 3:05 PM

    Workshop – Transforming Hospital Throughput: Implementing Virtual Integrated Care in the Discharge Lounge

    Discover how integrating Virtual Integrated Care (VIC) nurses into a hospital discharge lounge improved discharge efficiency, enhanced patient education, optimized nursing workflow…

  • 4:15 PM

    Advancing Patient-Centered Care

    Learners will engage through active listening, discussion, reflection, and scenario review. They will be encouraged to identify key patient touchpoints, such as valet arrival, whee…

Company intelligence

What does it mean when 108 companies show up, and 7 bet on three roles at once?

108 companies. seven are betting more than once.

The numbers below are derived from the speakers, sponsors, and exhibitors on this page, cross-referenced into one ledger. They are the only thing here that 10times.com cannot tell you.

Who's in the room
7All threespeak · spons · exh
76Sponsoringsponsor only
0Exhibitingexhibitor only
25Speakingspeaker only

In all three roles

AlterDomus·Broadridge·Dealscribe·Morningstar Credit·Ocorian·Seward & Kissell LLP·Solve

Speakers by seniority

93% of the speakers carry senior titles: C-suite, Founder, VP, or Director-level.

  • C-suite724%
  • Founder / Owner13%
  • VP-level27%
  • Director / Head of1759%
  • Engineer · IC13%
  • Other roles13%

Of 29 speakers · classified by free-text title

Most-represented companies
#CompanyRolesSpeakers
1AlterDomusSponsor · ExhibitorExhibitor-
2BroadridgeSponsor · ExhibitorExhibitor-
3DealscribeSponsor · ExhibitorExhibitor-
4Morningstar CreditSponsor · ExhibitorExhibitor-
5OcorianSponsor · ExhibitorExhibitor-
6Seward & Kissell LLPSponsor · ExhibitorExhibitor-
7SolveSponsor · ExhibitorExhibitor-
8AllvueSponsor · Gold-
9Bank of AmericaSponsor · Platinum-
10BarclaysSponsor · Gold-
11BCI CapitalSponsor · Silver-
12BloombergSponsor · Bronze-
13BMOSponsor · Platinum-
14BNP ParibasSponsor · Platinum-
Sponsors by tier
platinum30
35% of 85
gold18
21% of 85
silver11
13% of 85
bronze10
12% of 85
titanium2
2% of 85
wifi sponsor1
1% of 85
exhibitor7
8% of 85
general5
6% of 85
lanyard1
1% of 85
At peer events but not here

These companies sponsored two or more peer events recently, but aren't on this program. For an organizer, that's a list of warm prospects.

Related events · by shared sponsors
ConferenceDateCityShared sponsors
AFP 2026: The Treasury and Finance ConferenceNovember 8, 2026Las Vegas14
ABS & Fintech Specialty Finance Forum 2026December 3, 2026Dana Point9
Annual Conference 2026October 8, 2026New York8
Private Credit Connect: East 2026October 19, 2026-8
European CLO Summit 2026October 6, 2026London7
16th Annual EDI Leadership Summit 2026October 13, 2026Lahaina5