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Investors' Conference on Equipment Finance - March 15, 2012 - New York, NY
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List of Confirmed Investors and Equipment Leasing Companies

Agenda Last Updated On: Friday, March 23, 2012
Thursday, March 15, 2012

08:00AM Registration and Breakfast

08:45AM Hosts' Welcome and Opening Remarks

- A brief overview of the Industry Future Council's findings

Speakers:
Mollie McCurry, Investor Relations and Associate Producer, INFORMATION MANAGEMENT NETWORK
William G. Sutton CAE, President & Chief Executive Officer, EQUIPMENT LEASING & FINANCE ASSOCIATION [ BIO ]
Crit DeMent, Chairman & Chief Executive Officer, LEAF COMMERCIAL CAPITAL, INC. [ BIO ]

William Sutton
President & Chief Executive Officer
EQUIPMENT LEASING & FINANCE ASSOCIATION
Sutton
Crit DeMent
Chairman & Chief Executive Officer
LEAF COMMERCIAL CAPITAL, INC.
DeMent

09:15AM Keynote Address

Speaker:
Pimm Fox, Television Anchor and Radio Host, BLOOMBERG, TAKING STOCK WITH PIMM FOX [ BIO ]

Pimm Fox
Television Anchor and Radio Host
BLOOMBERG, TAKING STOCK WITH PIMM FOX
Fox

09:45AM Overview of the Equipment Finance Sector in 2012

- A brief overview of key U.S. economic and equipment finance industry trends for 2012
- What aspects of the Dodd-Frank Rulings will have a direct impact on the equipment finance business?
- How are leasing companies preparing to address the issues?
- Changes in lease accounting rules and their potential impact on the sector

Moderator:
Ralph Petta, Chief Operating Officer, EQUIPMENT LEASING & FINANCE ASSOCIATION (ELFA) [ BIO ] [ Presentation ]

Panelists:
Beth Ann Bovino, Senior US Economist, STANDARD & POOR'S [ BIO ]
Stephen Whelan, Partner, BLANK ROME LLP [ BIO ]

Ralph Petta
Chief Operating Officer
EQUIPMENT LEASING & FINANCE ASSOCIATION (ELFA)
Petta
Beth Ann Bovino
Senior US Economist
STANDARD & POOR'S
Bovino
Stephen Whelan
Partner
BLANK ROME LLP
Whelan

10:45AM Networking Refreshment Break in the Exhibit Area

11:15AM Capital Markets Update and Funding Strategies Today

- ABS Term Markets – Latest updates and where it is heading
- How is the sovereign debt crisis overseas affecting lending here in the states?
- How has the landscape changed for leasing companies? What are they finding when they come to market?
- Assessing credit performance of leasing deals throughout and after the crisis
- The emerging role of small and medium banks

Moderator:
Andrea L. Petro, EVP, WELLS FARGO CAPITAL FINANCE [ BIO ] [ Presentation ]

Panelists:
Matthew Perkins, Managing Director, GUGGENHEIM SECURITIES, LLC
Gary Silverhardt, President & Chief Executive Officer, EQUILEASE FINANCIAL SERVICES, INC. [ BIO ] [ Presentation ]
Matt Peters, Managing Director, BMO CAPITAL MARKETS
Todd R. Plotner, Partner, CHAPMAN AND CUTLER LLP [ BIO ] [ Presentation ]

Andrea Petro
EVP
WELLS FARGO CAPITAL FINANCE
Petro
Gary Silverhardt
President & Chief Executive Officer
EQUILEASE FINANCIAL SERVICES, INC.
Silverhardt
Todd Plotner
Partner
CHAPMAN AND CUTLER LLP
Plotner

12:15PM Assessing Investment Opportunities on the Equipment Finance Sector: Investor Roundtable

- How do investors distinguish among leasing companies when assessing investment opportunities?
- How has the landscape changed for investors (debt investor perspectives)?
- What is driving pricing?
- What is the outlook for investor demand and market supply?


Moderator:
Miles Herman, President, LEAF COMMERCIAL CAPITAL, INC. [ BIO ]

Panelists:
Thomas H. Glanfield, President and Chief Executive Officer, BOSTON PORTFOLIO ADVISORS, INC. [ BIO ]
Scott Seewald, Director, NEW YORK LIFE INVESTMENT MANAGEMENT LLC [ BIO ]
Mostafiz ShahMohammed, Founder & Managing Partner, AMUR CAPITAL MANAGEMENT LP
Misha Renda, , KLS DIVERSIFIED ASSET MANAGEMENT [ BIO ]

Miles Herman
President
LEAF COMMERCIAL CAPITAL, INC.
Herman
Thomas Glanfield
President and Chief Executive Officer
BOSTON PORTFOLIO ADVISORS, INC.
Glanfield
Scott Seewald
Director
NEW YORK LIFE INVESTMENT MANAGEMENT LLC
Seewald
Mostafiz ShahMohammed
Founder & Managing Partner
AMUR CAPITAL MANAGEMENT LP
ShahMohammed
Misha Renda
  
KLS DIVERSIFIED ASSET MANAGEMENT
Renda

1:05PM Delegate Luncheon

02:10PM Risk Mitigation Developments in the Equipment Finance Sector

- Tools available for mitigating risk including structural considerations (contract file check-in requirements) and timely, continuous reporting on asset/deal performance
- The role of the servicer, back-up servicer, 3rd party auditor and trustee in mitigating deal risk
- Where are the risks are and what are the metrics that can be used to measure them?
- Assessing historical deal performance in this sector throughout the crisis
- Efforts underway to standardize and ensure accurate reporting
- Can servicers make certain deal information available to investors ahead of time to assist in timely due diligence?


Moderator:
Kent R. Williams, Chief Operating Officer, LEASEDIMENSIONS, INC. [ BIO ]

Panelists:
John Enyart, President, PORTFOLIO FINANCIAL SERVICING COMPANY [ BIO ]
Fred W. Wang, Partner, HUDSON COVE CAPITAL MANAGEMENT LLC
John Detweiler CFA, Director, STANDARD & POOR'S [ BIO ]
Simon Malinski, Vice President, WELLS FARGO CORPORATE TRUST SERVICES
Christopher Acevedo, Vice President, GENPACT [ BIO ]

Kent Williams
Chief Operating Officer
LEASEDIMENSIONS, INC.
Williams
John Enyart
President
PORTFOLIO FINANCIAL SERVICING COMPANY
Enyart
Christopher Acevedo
Vice President
GENPACT
Acevedo

03:00PM Networking Refreshment Break in the Exhibit Area

03:30PM Locking in Equity & Debt Funding – Leasing Finance Companies Speak Out

- What are these companies considering when choosing their funding mix?
- Challenges associated with attracting equity
- What alternative funding options are emerging?
- Attracting debt investors: What are they looking for when examining a deal?
- What are the viable funding/capitalization models going forward?
- Emerging alternative funding sources i.e. Islamic finance, super end value funds, foreign pensions


Moderator:
David D'Antonio, Managing Directior, EVERBANK [ BIO ]

Panelists:
Evan Wilkoff, Executive Vice President - Capital Markets, ASCENTIUM CAPITAL LLC [ BIO ]
Stewart Hayes, Managing Director, WELLS FARGO CAPITAL FINANCE
Daniel Marino, Managing Member, LAVALLETTE CAPITAL, LLC [ BIO ]
Christopher Ackerman, Principal , FLEXPOINT FORD [ BIO ]

David D'Antonio
Managing Directior
EVERBANK
D'Antonio
Evan Wilkoff
Executive Vice President - Capital Markets
ASCENTIUM CAPITAL LLC
Wilkoff
Daniel Marino
Managing Member
LAVALLETTE CAPITAL, LLC
Marino

04:30PM Growth Sectors to Watch in 2012 and Beyond

- Renewable Energy
- Healthcare
- Maritime

Moderator:
Melanie J. Gnazzo, Partner, CHAPMAN AND CUTLER LLP [ BIO ]

Panelists:
John Joshi, Principal & Chief Executive Officer, CAPITALFUSION PARTNERS LLC [ BIO ] [ Presentation ]
Chuck Weilamann, Senior Vice President, DBRS, INC.
Anthony Nocera, Senior Director, KROLL BOND RATING AGENCY, INC. [ BIO ]

Melanie Gnazzo
Partner
CHAPMAN AND CUTLER LLP
Gnazzo
John Joshi
Principal & Chief Executive Officer
CAPITALFUSION PARTNERS LLC
Joshi

05:30PM The 11th Annual Investors’ Conference on Equipment Finance Concludes and Networking Cocktail Reception Commences


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