Saturday, August 29th, 2015
8:00 AM
Registration and Breakfast

3:20 AM
Hosts' Welcome and Opening Remarks
- A brief overview of the Industry Future Council's findings

  • Mollie McCurry, Investor Relations and Associate Producer, INFORMATION MANAGEMENT NETWORK
  • William Sutton, President & Chief Executive Officer, EQUIPMENT LEASING & FINANCE ASSOCIATION
  • Crit DeMent, Chairman & Chief Executive Officer, LEAF COMMERCIAL CAPITAL, INC.
3:20 AM
Keynote Address

  • Pimm Fox, Television Anchor and Radio Host, BLOOMBERG, TAKING STOCK WITH PIMM FOX
3:20 AM
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

  • Ralph Petta, Chief Operating Officer, EQUIPMENT LEASING & FINANCE ASSOCIATION (ELFA) (Moderator)
  • Beth Ann Bovino, Senior US Economist, STANDARD & POOR'S
  • Stephen Whelan, Partner, BLANK ROME LLP
3:20 AM
Networking Refreshment Break in the Exhibit Area

3:20 AM
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

  • Andrea Petro, Executive Vice President, WELLS FARGO (Moderator)
  • Matthew Perkins, Senior Managing Director, GUGGENHEIM SECURITIES
  • Gary Silverhardt, President & Chief Executive Officer, NORTH MILL EQUIPMENT FINANCE LLC
  • Matt Peters, Managing Director, BMO CAPITAL MARKETS
  • Todd Plotner, Partner, CHAPMAN AND CUTLER LLP
3:20 AM
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?

  • Miles Herman, President, LEAF COMMERCIAL CAPITAL, INC. (Moderator)
  • Thomas Glanfield, President & Chief Executive Officer, BPA BOSTON PORTFOLIO ADVISORS
  • Scott Seewald, Managing Director, NEW YORK LIFE INVESTMENT MANAGEMENT LLC
  • Mostafiz ShahMohammed, Managing Partner, AMUR CAPITAL GROUP
  • Misha Renda, Portfolio Manager, KLS DIVERSIFIED ASSET MANAGEMENT
1:05 PM
Delegate Luncheon

2:10 PM
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?

  • Kent Williams, Vice President Asset Management, VIVINT SOLAR (Moderator)
  • John Enyart, President, PORTFOLIO FINANCIAL SERVICING COMPANY
  • Fred Wang, Portfolio Manager, HUDSON COVE CAPITAL MANAGEMENT
  • John Detweiler, Senior Director, STANDARD & POOR'S RATINGS SERVICES
  • Simon Malinski, Vice President, WELLS FARGO CORPORATE TRUST SERVICES
  • Christopher Acevedo, VP, Business Development, Commercial Leasing & Lending, GENPACT
3:00 PM
Networking Refreshment Break in the Exhibit Area

3:20 AM
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

  • David D'Antonio, Managing Director, EVERBANK (Moderator)
  • Evan Wilkoff, Executive Vice President - Capital Markets, ASCENTIUM CAPITAL LLC
  • Stewart Hayes, Senior Vice President, WELLS FARGO CAPITAL FINANCE
  • Daniel Marino, Managing Member, LAVALLETTE CAPITAL, LLC
  • Christopher Ackerman, Principal , FLEXPOINT FORD
3:20 AM
Growth Sectors to Watch in 2012 and Beyond
- Renewable Energy - Healthcare - Maritime

  • Melanie Gnazzo, Partner, CHAPMAN AND CUTLER LLP (Moderator)
  • John Joshi, Director of Financing Solutions, NYSERDA
  • Chuck Weilamann, Senior Vice President, DBRS, INC.
  • Tony Nocera, Managing Director, KROLL BOND RATING AGENCY
3:20 AM
The 11th Annual Investors’ Conference on Equipment Finance Concludes and Networking Cocktail Reception Commences

Event Contacts
Senior Vice President, Conference Producer
Jade Friedensohn
(212) 901-0560
jfriedensohn@imn.org
Investor and Issuer Relations
Caitlin Fitzpatrick
(212) 224-3530
caitlin.fitzpatrick@imn.org
Vice President – Business Development
Chris Arnold
(212) 901-0544
carnold@imn.org
VP, Sponsorship Management
Ashley Hofmann
(212) 901-0562
ahofmann@imn.org
Venue
McGraw Hill Building

1221 Avenue of the Americas
New York, New York,


Enter the McGraw-Hill building at 49th street. Make an immediate right and take the escalator one flight up to to the second floor Auditorium. You do not have to obtain a visitor's pass at the security console to access the Auditorium.

Hotels
Hilton New York & Towers

1335 Avenue of the Americas
New York, NY, 10019


IMN does not have a group rate at this hotel.

Phone: 212-586-7000
Website: http://www1.hilton.com/en_US/hi/hotel/NYCNHHH-Hilton-New-York-New-York/index.do

Omni Berkshire Place

21 E. 52nd St @ Madison
New York, NY, 10022
USA

IMN does not have a group rate at this hotel.

Phone: 212-753-5800
Website: http://www.omnihotels.com/FindAHotel/NewYorkOmniBerkshire.aspx

Lead Sponsors
Patron Sponsors
Associate Sponsors
Exhibitors
Educational Partner
Media Partners