This conference offers a tremendous opportunity to meet top...

Kenneth Bentsen, Jr., Former President, ELFA
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| Agenda Last Updated On: Friday, March 23, 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 ]
09:15AM Keynote Address | |
Speaker: Pimm Fox, Television Anchor and Radio Host, BLOOMBERG, TAKING STOCK WITH PIMM FOX [ BIO ]
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 ]
| 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 ]
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 ]
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 ]
| 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 ]
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 ]
| 05:30PM The 11th Annual Investors’ Conference on Equipment Finance Concludes and Networking Cocktail Reception Commences | |
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