Saturday, July 4th, 2015
8:00 AM
Registration and Breakfast
4:43 PM
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 Sutton, President & Chief Executive Officer (EQUIPMENT LEASING & FINANCE ASSOCIATION)
  • Crit DeMent, Chairman & Chief Executive Officer (LEAF COMMERCIAL CAPITAL, INC.)
4:43 PM
Keynote Address

SPEAKERS:

  • Pimm Fox, Television Anchor and Radio Host (BLOOMBERG, TAKING STOCK WITH PIMM FOX)
4:43 PM
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

SPEAKERS:

  • Ralph Petta, Chief Operating Officer (EQUIPMENT LEASING & FINANCE ASSOCIATION (ELFA))
  • Beth Ann Bovino, Senior US Economist (STANDARD & POOR'S)
  • Stephen Whelan, Partner (BLANK ROME LLP)
4:43 PM
Networking Refreshment Break in the Exhibit Area
4:43 PM
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

SPEAKERS:

  • Andrea Petro, Executive Vice President (WELLS FARGO)
  • 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)
4:43 PM
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?

SPEAKERS:

  • Miles Herman, President (LEAF COMMERCIAL CAPITAL, INC.)
  • 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?

SPEAKERS:

  • Kent Williams, Vice President Asset Management (VIVINT SOLAR)
  • 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
4:43 PM
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

SPEAKERS:

  • David D'Antonio, Managing Director (EVERBANK)
  • 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)
4:43 PM
Growth Sectors to Watch in 2012 and Beyond
- Renewable Energy - Healthcare - Maritime

SPEAKERS:

  • Melanie Gnazzo, Partner (CHAPMAN AND CUTLER LLP)
  • John Joshi, Former Head of Capital Markets (PLANT. SMART ENERGY SOLUTIONS)
  • Chuck Weilamann, Senior Vice President (DBRS, INC.)
  • Tony Nocera, Managing Director (KROLL BOND RATING AGENCY)
4:43 PM
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
Head of Conference Planning & Sponsorships
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