Vice President, Project Finance
Danny Abajian, a Senior Director of Project Finance at Sunrun, is responsible primarily for the origination, structuring and execution of project-level equity and debt capital to support the growth of the companys distributed residential solar fleet. Danny is currently focused on developing asset-backed financing solutions for residential solar. Prior to joining Sunrun in 2010, Danny spent five years in investment banking, at Barclays Capital and BNP Paribas, arranging $3 billion in structured debt and commodities transactions for infrastructure, power generation and energy assets in North America. Danny holds a Bachelor of Science degree from New York Universitys Stern School of Business ... (view full description)
VOYA Investment Management
Jonathan Abshire is a Portfolio Manager on the Non-Agency RMBS and ABS securities team at Voya Investment Management. Previously, Jonathan completed a four-year expatriate assignment with the ING Investment Management European ABS team in the Netherlands, overseeing a €9 billion structured finance portfolio. Jonathan began his career with the firm in 2002 in the structured finance group, working on the non-agency RMBS and credit card ABS portfolios. He received a BBA with a concentration in finance from the Goizueta Business School at Emory University and holds the Chartered Financial Analyst® designation.
Moody's Investors Service
Navneet Agarwal is a Managing Director with Moody’s Investors Service. He currently heads the new ratings teams for Structured Finance Americas. Navneet has been with Moody’s for thirteen years.
Prior to joining Moody’s, Navneet was the Head of debt syndication and ran a prop book for a boutique investment bank in India for seven years. His work experience includes stints with Bank of America Securities in leveraged finance and Unit Trust of India in absolute return investing across asset classes as a fund manager.
Navneet received an MBA with Honors from The University of Chicago, Booth School of Business, a master’s degree from University of Mumbai and a bachelor’ ... (view full description)
Managing Director - Global Structured Finance
Moody's Investors Service
Jim Ahern, Managing Director – Global Structured Finance Group – is responsible for Moody’s securitization, structured finance and covered bond ratings businesses in the Americas, EMEA and Asia Pacific.
Jim joined Moody’s in June 2014. Prior to Moody’s, Jim was Managing Director & Global Head of Securitization at Société Générale (SG) based in London. Prior to assuming this role in 2011, he held a number of positions of increasing importance at SG in New York including Co Global Head of Securitization, Head of Consumer ABS and Deputy Head of Securitization Credit Structures.
From 1995 until joining SG in 2002, Jim Co-Headed the Structured Finance Group for Commerz ... (view full description)
Randy Ahlgren, CFA, is a vice president and member of the Residential Mortgage team within Structured Products Research. He has broad responsibilities across the RMBS research platform, but is primarily focused on Agency CMOs, Derivatives and Specified Pools. Before joining the RMBS research platform in November 2009, Randy was a reverse engineering consultant in the analytics department within Wells Fargo’s Corporate Trust division where he was responsible for cash flow modeling of Non-Agency RMBS and CMBS deal structures. In addition to earning the CFA designation, Randy holds a bachelor’s degree in finance and international business from Penn State University.
Managing Director-Structured Product & Advisory
Luis Amador is a Managing Director at Moody's Analytics where he has worked for over fifteen years. Currently, he leads the Structured Finance Financial Engineering & Advisory Teams, which analyze all types of structured finance securities for financial institutions globally and provides cashflow analytics, risk, and regulatory software solutions. Luis’s team has been engaged with numerous banks, asset managers and insurance companies providing credit analysis and market valuations for portfolios of securities across all asset classes including ABS, CLOs, TruPs CDOs, RMBS and CMBS securities and private deals.
Prior to this, Luis was the Product Manager for Moody's Wall Street Analytics ... (view full description)
Head of CMBS Securitization
No biography specified
Chief Executive Officer
Common Securitization Solutions, LLC
David M. Applegate was appointed chief executive officer of Common Securitization Solutions, LLC in November 2014, bringing more than 20 years of mortgage banking experience to his new leadership role at CSS.Prior to joining CSS, Applegate was president, CEO and director of Homeward Residential, Inc., a Dallas-based mortgage lender and servicer with assets of $4.5 billion and a global workforce of 3,000. Previously, he was president of GMAC Mortgage and chairman of GMAC Bank from 2000-2007. At GMAC Mortgage, Applegate assembled a strong executive team that transformed the company into an industry leader. Applegate also served as president of mortgage insurer Radian Guaranty Inc., ... (view full description)
Morgan, Lewis & Bockius LLP
Reed Auerbach is the Global Practice Group Leader and a partner in the Structured Transactions Practice of Morgan Lewis. Recognized as a leading structured finance lawyer, Reed represents a broad range of financial institutions, investment funds, and issuers in the development of innovative structured finance vehicles as well as in the acquisition and disposition of financial assets and origination and servicing platforms.
He advises underwriters and issuers in connection with public and private offerings of asset-backed and mortgage-backed securities involving a wide variety of assets, collateralized loan obligations and related interim warehouse financings, asset-backed commerc ... (view full description)
Co-Founder and Chief Executive Officer
Greenworks Lending, LLC
Jessica Bailey co-founded Greenworks Lending, LLC (GWL) in 2015 with the goal of accelerating Property Assessed Clean Energy-financed clean energy projects throughout the United States.
Prior to GWL, Bailey was with the Connecticut Green Bank as the Director of Commercial and Industrial Property Assessed Clean Energy (C-PACE), where she joined in August 2012. In this role, she designed an award winning state-wide PACE program that allows building owners to access financing to perform clean energy improvements on their properties. In its first two years, the program approved $75 million in clean energy projects and executed the first securitization of commercial efficiency asse ... (view full description)
Grant Bailey is a managing director and head of the North American RMBS and covered bonds group at Fitch Ratings. He joined Fitch in 2001.
Grant began his career underwriting and acquiring whole-loan residential mortgage pools and subsequently worked as a fixed-income research analyst.
Grant earned an MSc in real estate finance from New York University and received a BA magna cum laude in economics from Occidental College.
Deloitte & Touche LLP
Bala is a Director within Deloitte's Governance, Risk and Regulatory group of the Enterprise Risk Services (ERS) practice. Bala focuses on implementing large-scale risk transformation and capital management initiatives within global banks and financial institutions, including implementation of recent regulatory requirements such as the Basel II and Basel III Accords.
He has over 14 years of experience helping banks and financial institutions realize value by process transformation, operational streamlining, new product/process development, and by strategic use of emerging technologies.
Head of U.S. Structured Research and Private ABS
Aegon Asset Management US
Jim Baskin, CFA, CPA joined Aegon USA Investment Management, LLC (“AUIM”) and its affiliates in 1996. Jim is Head of U.S. Structured Research where he is responsible for all structured product research in the U.S. as well as any necessary global coordination related to structured research.
Prior to joining AUIM, Jim was employed with the Federal Deposit Insurance Corporation where he serves as a Commission Bank Examiner in the Safety and Soundness Division.
Jim received his BS in Finance from the University of Tennessee.
Bank of America Merrill Lynch
Alexander Batchvarov currently heads International Structured Finance Research at BofA Merrill Lynch
Global Research, encompassing securitisation, residential and commercial real estate financing,
property derivatives, covered bonds, CDOs and consumer credit in EMEA, PAC and Lat Am. He has held
this position since Oct 1998, and has also served as a Head and a Co-Head of Global Mortgages and
other Structured Finance between 2007 and 2010.
Mr. Batchvarov joined Merrill Lynch in 1998, he initiated and built up the research coverage for
mortgages and other structured finance consecutively in Europe, Australia, Japan and the emerging
markets in Asia, M ... (view full description)
David Beaning was formerly a Special Counsel in the Office of Structured Finance in the Division of Corporation Finance of the Securities and Exchange Commission. Among other things, OSF reviews asset-backed securities disclosure documents and is also primarily responsible for drafting releases, answering questions, and providing interpretive advice related to asset-backed securities. As Special Counsel, Mr. Beaning was involved in the drafting of several Commission releases, including the Volcker Rule in December 2013 and credit risk retention in October 2014. Mr. Beaning was previously an associate in the Structured Finance group at Dewey & LeBoeuf and Dewey Ballantine. He receive ... (view full description)
Vice President and Chief Economist
Sean Becketti is Vice President, Chief Economist and head of Freddie Mac’s Economic & Housing Research department. In this position, Becketti is responsible for research, analysis and forecasts of the macroeconomy with a special focus on housing and mortgage markets.
Mr. Becketti previously worked at Freddie Mac from 1996-2001 in several senior financial and analytical roles. Aside from Freddie Mac, Mr. Becketti led mortgage modeling and risk management groups at several major banks and at Fannie Mae, served as a senior economist at the Federal Reserve Bank of Kansas City, and taught economics at UCLA.
Freddie Mac was established by Congress in 1970 to prov ... (view full description)
Principal, Co-Head ABS & CMBS Investments
Bob Behal, CFA is a Principal with Vanguards Fixed Income Group as the Co-Leader of the ABS/CMBS team. In his current role Mr. Behal manages the investment strategies for CMBS, ABS, Non-Agency RMBS, and Covered Bond sectors across Vanguards Fixed Income Funds.
Before his association with Vanguard, Mr. Behal worked for AllianceBernstein as a Vice President, Oppenheimerfunds, and MetLife. In these roles he was responsible for research, analysis and portfolio management across a wide range of structured products.
Mr. Behal is a Chartered Financial Analyst.
He holds a B.S. degree in Ceramic Engineering from Rutgers University, and an M.B.A. in Finance from Rutgers ... (view full description)
Head of the PCS Secretariat
Born in France, Ian obtained his law degrees at the London School of Economics, the University of Strasbourg and Yale Law School. He joined Clifford Chance as a trainee in 1987 where he worked in the securitisation group. He became a partner at Clifford Chance in 1996. He then left in 1999 to join Standard and Poor’s Ratings as European General Counsel before becoming S&P’s Head of Structured Finance in Europe, Africa and the Middle East in charge of all structured finance and covered bond ratings in that region. He became Head of the PCS Secretariat and a member of the Board of the PCS Association in 2012. Ian has 24 years of experience in the world of structured finance.
Elizabeth Bellis Wolfe
Counsel & Director of Finance Programs
Energy Programs Consortium
Elizabeth Bellis is Counsel & Director of Finance Programs for EPC. Since joining Energy Programs Consortium in 2010, Ms. Bellis has directed EPC’s initiative to support and develop the Warehouse for Energy Efficiency Loans (WHEEL), a US energy efficiency loan program for single-family homes that in June 2015 was the first group of energy efficiency loans to be packaged and sold in the secondary financial market.
Since the securitization, Ms. Bellis has been overseeing program implementation and expansion on behalf of the states on behalf of EPC as the Sponsor Advocate and Co-ordinator. She also directs EPC's International efforts including studying the f ... (view full description)
Clayton Holdings LLC
Mr. Berg is a Vice President, Key Client Initiatives at Clayton. Leveraging over 10 years of experience at Clayton, focused largely on servicing and RMBS oversight, he provides leadership and oversight for strategic product and operations development.
Mr. Berg plays a significant role in project and customer relationship management and is responsible for the development of products and processes required to capitalize on new and growing opportunities. He has contributed leadership and strategic direction on several large and notable projects including Clayton’s role as an Independent Consultant for the Consent Order Foreclosure Review, as well as for t ... (view full description)
Fixed Income Investor Network
No biography specified
Stephen F. Bisbee serves as President of eOriginal, Inc., is a founder of eOriginal and is co-inventor of the eOriginal technologies. He oversaw the creation of unique solutions that serve as the foundation for a digital ecosystem for originators, banks, investors, funders, rating agencies, and other key stakeholders.
Steve initiated the development of secure technology systems integrating business processes and legal parameters to enable the first fully electronic, multiparty mortgage, lease, and international trade transactions in the late 1990s. In conjunction with creating and deploying these platforms, Mr. Bisbee was one of a small group of innovative legal experts that cr ... (view full description)
Moody’s Investors Service
William Black is a Managing Director of Moody’s Asset Backed Securities primary ratings team for the US and Canada franchises. Mr. Black heads a team of credit professionals who analyze a variety of ABS asset classes, including: credit card, auto, student loan, equipment, transportation, rental car, wireless tower, stranded cost, structured settlement, whole business, marketplace lending, and solar.
He is also the managing editor for the ABS Spotlight, Moody’s monthly credit research publication covering the US ABS sector.
Mr. Black earned a BA in Economics from Vanderbilt University and an MBA at Fordham's Graduate Business School.
Brean Capital, LLC
Antonio Blasetti is Head of Asset-Backed Trading at Brean Capital, an independent investment bank and asset management firm. Antonio currently trades all Consumer, Student Loan, SBA, and Esoteric ABS at Brean. Prior to joining the firm in 2012, Antonio worked in a similar capacity at Gleacher and Co. Antonio earned a Bachelor of Science in Finance from the Lender School of Business at Quinnipiac University in Hamden, CT.
Chief Executive Officer/ Founder
Covenant Credit Partners / AIG
No biography specified
Andrew Bon Salle
Executive Vice President
Andrew Bon Salle is Executive Vice President – Single-Family Business at Fannie Mae, a leading source of liquidity in the U.S. residential housing market. Reporting to the President and Chief Executive Officer, Mr. Bon Salle is responsible for all aspects of the Single-Family business, including engagement with customers, managing the performance of the credit portfolio, and overseeing all capital markets activities. Mr. Bon Salle also leads the company’s efforts to integrate with the Common Securitization Platform.
Most recently, Mr. Bon Salle served as Fannie Mae's Senior Vice President and Head of Underwriting and Pricing and Capital Markets, overseeing the company’s credit ri ... (view full description)
Founder and Principal
Ram Island Strategies LLC
Ronald Borod has worked extensively in securitization and structured finance for over two decades and has established a reputation as a thought leader in the creation of innovative structures and financial products. Ron focuses his practice on assisting issuers and underwriters in designing and implementing securitization programs involving non-traditional asset classes.
For example, in the 1990s he developed the first national credit tenant lease finance program and the first CTL-only conduit, and designed and executed securitized credit lease programs to provide construction and permanent financing for two national retail companies.
Ron was the architect of and serv ... (view full description)
Marathon Asset Management
Andrew Brady, CFA is a Managing Director, Member of the Executive Committee, and Leveraged Loan Portfolio Manager at Marathon Asset Management L.P. Marathon manages roughly $13 billion of capital in global corporate and structured credit across leveraged loans, high-yield credit, distressed opportunities, emerging markets, real estate, and arbitrage situations. Mr. Brady joined Marathon in 2004 after eight years with Indosuez Capital, the merchant banking and high-yield asset management division of Credit Agricole, where he was a Director and Senior Investment Analyst focused on CLO management, high-yield credit, and LBO financing from secured loans to private equity. Mr. Brady graduated ... (view full description)
Andrew Burgess is a Partner at Prytania Investment Advisors, a specialist asset manager established in 2003, with experience analyzing and investing in global structured finance assets, even through the GFC. Andrew joined the firm in 2009 as Senior Portfolio Manager and currently oversees a range of funds offering various risk: return and liquidity profiles.
Prior to joining Prytania, Andrew was Head of Structured Products at Gulf International Bank (UK) in London, where he was responsible for the development of GIBUK's ABS CDO franchise. As part of this role, Andrew managed over $2.5 billion of predominantly mezzanine structured products.
Andrew has been a buy-side ... (view full description)
Managing Director, Head of Agency & Trust Sales
Paul Burke is Head of Agency & Trust Sales for North America, at Citibank, N.A. His team is a market –leading trustee in the structured finance industry, across all major asset classes, including CLOs, RMBS, CMBS and Esoteric ABS.
In his twenty-five years in the field of asset-backed securities, Paul has worked on a wide variety of domestic U.S. and international securitizations of assets, including auto loans, credit cards, bank loans, corporate bonds, export contract receivables, aircraft leases, airline ticket receivables, trade receivables and mortgages.
Paul is a member of the Trustee Committee of the SFIG, having also served for several years the Co-Chair of ... (view full description)
Sairah Burki is the Senior Director of ABS policy at the Structured Finance Industry Group. Ms. Burki focuses on proposed and anticipated rules that have broad impact across all ABS asset classes. Her agenda includes such areas as Basel III, Risk Retention, Volcker, Money Market Reform, Reg AB II and Credit Rating Agency Reform.
Prior to joining SFIG, Ms. Burki was the Director of Treasury Policy Affairs at Capital One, leading the company's response to policy initiatives with significant capital markets and corporate finance implications. She previously held positions with Xerox, UBS and the Federal Reserve Bank of New York.
Ms. Burki holds a Bachelor of Arts from Pri ... (view full description)
Credit Agricole CIB
Leo J. Burrell is Managing Director and Head of Operating Asset Finance at Credit Agricole CIB’s Securitization Group in New York. Leo is responsible for the origination and structuring of asset based financings in the Aerospace, Transportation, Natural Resources, Infrastructure and Power sectors. Leo has extensive experience in transportation finance and has arranged a wide variety of transactions for clients including leasing companies, operators, private equity firms, financial sponsors, manufacturers and government agencies. Leo holds an MBA from the Graduate School of Business at Columbia University and a BA from Boston University, summa cum laude, Phi Beta Kappa.
European Head of Leveraged Finance
PGIM Fixed Income
Jonathan Butler is Managing Director and Head of the European Leveraged Finance Team at Pramerica Investment Management Limited, based in London. He is also a member of the board of directors of Pramerica Investment Management Limited, Pramerica's UK-regulated business, and assists with developing and implementing the firm's business strategy in the UK.
Earlier, Mr. Butler was responsible for establishing and managing NIBC’s third-party CLO asset management franchise. At NIBC, he invested in senior and mezzanine loans for financial sponsor transactions (leveraged buyouts).
Previously, Mr. Butler held investment positions with Chemical Bank (now JPMorgan Chase ... (view full description)
Adrienne Butler is a member of Barings’ U.S. High Yield Investments Group and is head of CLO Funds. She is also a member of the U.S. High Yield Investment Committee. She is responsible for new CLO marketing and formation as well as existing CLO portfolio management. Adrienne has worked in the industry since 1990 and her experience has encompassed sell-side relationship banking, media and telecom specialty lending, and CLO portfolio management. Prior to joining the firm in 2002, she was part of the acquisition of First Union Institutional Debt Management (“IDM”), where she was a senior analyst in IDM’s Loan Research Group. Before IDM, she was a vice president/relationship manager at First Uni ... (view full description)
Christophe Cadiou is a partner in PwC's FSR practice (Financial Instruments, Structured Products, Real Estate) with close to 20 years of experience in the financial services industry in Europe, the US and Asia Pacific.Christophe currently focuses on advising financial institutions with practical implementation solutions to complex challenges presented by regulatory and reporting change such as:- CCAR (Comprehensive Capital Analysis and Review) and Dodd-Frank Act stress testing (DFAST) for mid-sized financial firms;- Model risk management and model validation;- Valuation of complex financial instruments; and- Accounting and financial ... (view full description)
Head of Portfolio Management
Neil Calder is the Head of Portfolio Management-Credit at the European Bank of Reconstruction and Development, a position he has held since 2005. He has been involved in securitisation for over 20 years and in that time has been involved in investing in all types of securitisation globally, and structuring and managing transactions for the term and ABCP markets.
He joined EBRD in 2005 after having spent five years structuring and then acting as the senior portfolio manager of JP Morgan’s Structured Investment Vehicle, Whitepine. Previous to that he structured and was the portfolio manager of Bank Austria Creditanstalt’s ABS CDO, Mozart Funding, which was one of the earliest to be fund ... (view full description)
Elen Callahan is a Director at Deutsche Bank and heads the bank’s U.S. Consumer ABS Research effort. Elen joined DB in 2003 from the fixed income research group of Credit Suisse First Boston. Prior to that, she was a buy-side ABS analyst active in the credit card, auto and home equity markets. Elen is a steering committee member of DB’s Women’s Network and SFIG’s Women in Securitization initiative. She received her undergraduate degree from New York University.
Head of Securitized Assets
Michael S. Canter joined AllianceBernstein in 2007 as a Senior Vice President and is currently the Director of Securitized Assets. The group he heads is responsible for AllianceBernstein’s investing efforts in agency mortgage-backed securities, non-agency residential mortgage-backed securities, commercial mortgage-backed securities and other asset-backed securities. Canter is also the Chief Investment Officer of the AllianceBernstein Recovery Asset Fund (ABRA-S) and former CIO of the AllianceBernstein Legacy Securities (PPIP) fund. From 2000 to 2006, he was the president of ACE Principal Finance, a division of ACE Limited. There, Canter managed portfolios of credit default swaps, asset-backe ... (view full description)
DFG Investment Advisers
Mr. Cao is responsible for structured credit research and derivatives strategies at DFG. He is closely involved in investments, structuring, business development, and advisory services of the company. Mr. Cao has over 12 years of experience in the credit markets and was previously a structured credit strategist in Goldman Sachs' FICC sales & trading, where he was responsible for quantitative modeling and trading strategies in structured credit and derivatives products. Prior to Goldman, Mr. Cao was a financial engineer at Moody's KMV, where he developed research and modeling of corporate and structured credit products including loans, CDS, CLOs and CSOs. Mr. Cao received a B.S. from the ... (view full description)
Pete Carroll is CoreLogic’s Executive for Public Policy & Industry Relations. Pete is responsible for developing and executing enterprise-wide industry and public-sector engagement programs, driving strategic initiatives for CoreLogic corporate and client-segment leadership, and expanding market opportunities for CoreLogic’s thought leadership, insights, brand awareness, and solutions expertise within Washington, DC and across the Federal Housing Agencies and GSEs.
Prior to CoreLogic, Pete was Executive Vice President at Quicken Loans. In this role he provided expertise on recent and emerging changes in the asset sales environment including housing reform legislation and re ... (view full description)
Clifford Chance US LLP
Will Cejudo is a partner in the firm’s Washington, D.C., office. His practice focuses on the tax aspects of structured finance transactions, including distressed asset funds, mortgage securitizations and asset backed securitizations, and the taxation of investment vehicles, including REMICs, REITs and offshore funds. Mr. Cejudo represents issuers, underwriters and investors. Mr. Cejudo has represented clients before the IRS, in both audits and in requests for administrative guidance.
Previously, Mr. Cejudo worked in the Financial Institutions and Products Division of the IRS Office of Chief Counsel, where he focused on tax-exempt and taxable financings and other financial product ... (view full description)
Chief Executive Officer
Angela Galardi Ceresnie is the CEO of Climb Credit, a student finance company that evaluates the return on investment of education programs. She joined Climb as the Chief Operating Officer in 2016, and quickly helped shape the operations, culture, and future of the Climb, earning her the role of CEO in 2018. Prior to Climb, Angela co-founded and was COO/CFO of Orchard Platform—an analytical toolset offered to institutional investors to purchase loans from marketplace lenders. Before her time at Orchard, she spent 8 years running various credit risk analytics teams at American Express and Citibank where she made billions of dollars' worth of data-driven credit decisions.
Moody's Investors Service
Debash is the Head of the US ABS surveillance and ABCP ratings teams at Moody's Investors Services. Formerly Debash was the head of the US RMBS surveillance team and was the Managing Editor of Moody's Resi Landscape, a newsletter focused on US housing and US RMBS. Debash holds a BS in Civil Engineering from the Indian Institute of Technology and an MBA from Yale University.
Standard & Poor’s Ratings Services
Xilun Chen is a Director in the Structured Credit group at Standard & Poor's Ratings Services. He primarily focuses on non-traditional asset classes, including corporate, royalty and intellectual property, tobacco settlement, transportation and triple net lease-backed securitizations.Before his role at Standard & Poor's, Xilun was a senior manager at Morgan Stanley, focusing on pricing and analysis of credit derivative-backed portfolio products, including tranches of CDX, HYCDX, LCDX and bespoke correlation transactions. Before Morgan Stanley, Xilun worked in several asset manager positions, specializing in the structuring and execution of various types of collateralized debt obl ... (view full description)
Standard & Poor’s Ratings Services
Weili Chen is a Senior Director in Structured Finance Ratings at Standard & Poor's Ratings Services. He is currently the Analytical Manager for new issuance in U.S. non-traditional securitizations. Asset classes covered include transportation equipment leases, timeshare loans, intellectual properties, and insurance-related receivables.Weili joined Structured Finance Ratings in 1999 and spent the next three years rating collateralized debt obligations before he focused on non-traditional securitizations.Before joining Standard & Poors, Weili was an analyst at Cambridge Systematics, a consulting and econometric modeling firm based in Cambridge, Massachusetts. Du ... (view full description)
No biography specified
Executive Vice President of Research & Analysis
Meredith Coffey is Executive Vice President of the Loan Syndications and Trading Association (LSTA), and runs its Research and Analysis Department. Ms. Coffey co-heads the LSTAs regulatory and CLO efforts, which help facilitate continued availability of credit and the efficiency of the loan market.
In addition, Ms. Coffey heads a team of analysts that are responsible for analyzing current and anticipated loan market developments, helping the LSTA build strategy and improve market efficiency, and providing commentary through weekly newsletters, periodic conferences and webcasts.
Ms. Coffey and the analyst team also engage market participants, press and regulators on issues and dev ... (view full description)
Lewis Cohen is a partner in the Capital Markets practice in Hogan Lovells’ New York office, focusing his practice on international structured finance transactions. Lewis concentrates his practice on representing underwriters, issuers, credit enhancers, and rating agencies in cross-border structured finance, FIBRA, and other capital markets transactions.
He advises on public and private structured finance transactions in a wide variety of assets, including credit card receivables, residential and commercial mortgage loans, trade receivables, equipment leases, and various esoteric assets, as well as “future flow” securitizations of asses such as oil exports and mar ... (view full description)
Kobre & Kim
Kimberly Perrotta Cole is an effective litigator who focuses on fiduciary litigation and disputes that involve complex financial products and transactions (often with cross-border elements), as well as securities and class action defense. Ms. Cole has actively litigated civil and criminal cases at the trial and appellate levels in numerous federal and state jurisdictions. She has also represented clients in connection with securities class actions, derivative complaints, and in connection with a broad range of complex commercial arbitrations.
Prior to joining Kobre & Kim, Ms. Cole practiced at Williams & Connolly LLP, where she concentrated on appellate and complex financial ... (view full description)
ECN Capital Corp
Scott Corman was appointed Executive Managing Director of Rail & Aviation Finance in June 2014.
A recognized industry leader, Mr. Corman has originated and structured ground breaking transactions across the transportation sector for many years. He has particular expertise in raising equity capital and related debt for start-up leasing companies. Mr. Corman was Managing Director and head of the Transportation Asset Finance Team at Credit Suisse before joining Element. He held a similar position at Prudential Securities before joining Credit Suisse. He began his career at New York Life.
Mr. Corman earned his B.A. in Economics from York University, and is a Chartered Financial A ... (view full description)
Special Legal Counsel
Volvo Financial Services
Teresa Davidson served as the Vice President - Legal and General Counsel for Volvo Financial Services Region the Americas with responsibility for legal, capital markets, regulatory, general corpporate and compliance matters in North and South America through December 2017. With experience in public and Rule 144A ABS transactions in the United States she was responsible for legal support for ABS and structured finance transactions in Brazil, Canada, and Mexico.
A former member of the Board of Directors of SFIG, Teresa was co-Chair of SFIG’s Equipment Issuer Committee and a member of SFIG’s Issuer Cabinet and the Steering Committee of SFIG's Women in Securitization initiative. T ... (view full description)
Vice President for Credit Risk Transfer
Laurel Davis is Fannie Mae’s Vice President for Credit Risk Transfer, where she is responsible for developing and executing strategies to transfer credit risk associated with Fannie Mae’s single-family guaranty business to the capital markets and private investors. This includes managing Fannie Mae’s flagship Connecticut Avenue Securities (CAS) program. Prior to joining Fannie Mae, Davis served in a variety of securitization, trading and capital markets roles at Merrill Lynch and First Republic Bank. Davis holds a bachelor of arts from the University of North Carolina at Chapel Hill and a master of business administration in finance from the University of Maryland.
Education: ... (view full description)
No biography specified
Michael R. Dean is a managing director in Fitch Ratings’ U.S. Structured Finance group and co-head of the North American ABS group. Mike directly manages the Consumer ABS and Asset Backed Commercial Paper groups. In that role, Mike’s responsibilities include managing the day-to-day activities of the groups, overseeing the credit process for assigning and maintaining ratings, developing criteria, publishing research and commentary, and cultivating investor relationships. Mike has worked in Fitch’s ABS group for 22 years and has experience analyzing and managing groups responsible for assigning ratings to a wide range of nonmortgage-related consumer asset-backed securities, including c ... (view full description)
T. Rowe Price
Ramon de Castro is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc., and a securitized product credit analyst in the Fixed Income Division. Prior to joining the firm in 2012, he worked at Amherst Holdings, LLC, for three years in private-equity fund management and at Fannie Mae for 17 years in mortgage asset management. Ramon earned a B.A. in political economy from Johns Hopkins University and an M.B.A. in finance from the University of Chicago Booth School of Business.
Director, Capital Markets
Perry DeFelice is the Director of Capital Markets at 1010data where he assists MBS and ABS market participants in implementing 1010data's end-to-end cloud-based solution for big data analytics. His clients include investors, GSEs, NRSROs, bond insurers, servicers and regulatory entities. These customers use 1010data to store and analyze both third party and proprietary pool and loan-level data for securitized and whole loan residential mortgages, CMBS, student loans, peer-to-peer loans, and more.
Edward J. DeMarco joined the Office of Federal Housing Enterprise Oversight (OFHEO) in October 2006 as the Deputy Director and Chief Operating Officer. In July 2008, he assumed the role of Acting Deputy Director for Housing Mission and Goals and COO for the new federal agency, Federal Housing Finance Agency (“FHFA”). He assists the FHFA Director in planning, directing, managing and coordinating FHA operations and provides strategic and policy advice, counsel and assistance on the full range of issues facing the agency. Mr. DeMarco came to OFHEO from the Social Security Administration where, as Assistant Deputy Commissioner for Policy, he led SSA’s policy, research, and statistics function ... (view full description)
Managing Director, Head of Structured Products
Thomas Denkler is responsible for managing the portfolio and new investment selection of Asset-Backed Securities, structured corporate debt, and tax driven transactions in the Private Placements Group.
He is also a member of the Credit Committee for the Private Placement Group, the International Credit Committee, and the Investment Committee of the Structured Products Group. He started working for SunAmerica in 1991, which was acquired by AIG in 1999.
Previously he worked at Zilkha Energy Company and KPMG Peat Marwick. He received a bachelor’s business degree in Accounting from the University of Texas at Austin and an MBA in Finance from the University of Houston. Mr. Denkler is ... (view full description)
Chief Executive Officer
As CODA Energy’s first CEO, Paul Detering brings over 20 years of leadership experience in clean technology, networking and software industries to the company. Detering’s deep knowledge of the renewable energy space and proven expertise in driving growth at early stage technology companies is leading CODA Energy through the next critical stages of development. His past successes in raising significant capital for a number of start-ups is a complement to the strength of CODA Energy’s product and investor base, including funds managed by affiliates of Fortress Investment Group and a European Family Office.
Prior to CODA Energy, Detering founded Redwood Insights to provide advisory and inter ... (view full description)
Chief Executive Officer
FOUNDER AND CEO
Cisco DeVries is Founder and CEO of Renew Financial Group LLC, a leading provider of Property Assessed Clean Energy (PACE) financing for energy- and safety-related upgrades to homes and businesses. PACE enables local governments and communities across the U.S. to use private financing to make crucial residential and commercial property upgrades.
Invented by Mr. DeVries, PACE has been used to finance more than $5 billion in property improvement projects across the country. PACE was named one of the top 20 “world-changing” ideas by Scientific American magazine.
Renew Financial, which Mr. DeVries founded in 2008, prov ... (view full description)
Alié Diagne is a Director in FINRA's Transparency Services Department, which operates FINRA's trade and quote reporting facilities. In his capacity, he is responsible for the TRACE program, including operations, transparency policy and research and analysis of fixed income markets.Previously, Alié was an Operations Manager with oversight of the equity and fixed income reporting platforms, and real-time monitoring of trade reporting.Alié joined FINRA in 1999 in the Market Regulation Department, focusing on firm quote compliance, equity derivatives, and market manipulation.Alié received his MBA from the University of Maryland and ... (view full description)
Violet Diamant is managing director of asset-backed securities (ABS) ratings and research for Morningstar Credit Ratings, LLC. She is responsible for the development and maintenance of criteria and models for ABS ratings, as well as building and managing the ABS analytical team and ratings process.
Before joining Morningstar in 2014, Diamant was director of credit risk management for Credit Agricole CIB, where she evaluated asset-backed commercial paper conduit financings.
Previously, Diamant worked as an ABS transactor for CIFG, a monoline insurance firm, an ABS transaction structurer for West LB AG, and a ratings analyst for Standard & Poor’s, where she covered ABS and residential mortga ... (view full description)
Morgan, Lewis & Bockius LLP
Susan F. DiCicco litigates securities and complex commercial cases, principally representing financial institutions in cases throughout the country. She focuses on complex financial transactions, fixed-income products (particularly structured finance transactions), and derivatives.
Susan regularly assists clients with trading issues and disputes, as well as assessing risks on new complex products and formulating strategies for existing transactions. Clients recognize Susan as a practical litigator who is fully versed in their businesses. Susan serves as the practice leader for the firmwide commercial litigation practice.
In the securities defense field, Susan litiga ... (view full description)
Director & Credit Analyst
Standard & Poor’s Ratings Services
James Digney is a Senior Director in the Structured Finance group at Standard & Poor’s Ratings Services in New York, where he is an Analytical Manager overseeing the ratings process of commercial mortgage-backed securities (CMBS). He has been at the company since 2003.
Before joining Standard & Poor's, James worked as an Associate for Lend Lease Real Estate Investments in Boston and San Francisco, focusing on multifamily property acquisitions for the firm’s investment funds. Previous to Lend Lease, James was an Associate in the real estate market research and valuation group at Boston Financial Group.
James is a member of the Commercial Real Estate (CRE) Finance Council.
James h ... (view full description)
PGIM Fixed Income
John Di Paolo, CFA, FSA is a Principal in Prudential Fixed Income's Structured Product Research Team. His primary areas of credit research are Collateralized Loan Obligations (CLOs), marketplace lending, and commercial and consumer Asset Backed Securities (ABS). He joined the Structured Product Research Team in 1998 following six years in Prudential's Actuarial Leadership Development Program. Mr. Di Paolo received a BS with honors in Economics from The Wharton School of the University of Pennsylvania, and both a BA with honors and an MA in Regional Science from the University of Pennsylvania. He holds the Chartered Financial Analyst (CFA) designation and is a Fellow of the S ... (view full description)
Director of Analysis – Syndicated Loans
Colm Doherty is Head of Credit Market Insight / Director of Analysis at Thomson Reuters LPC. Colm is a contributor to a number of Thomson Reuters LPC’s publications, producing research, analysis and feature articles related to the loan, CLO and bond markets.
In 2012, Colm launched and continues to author the Leveraged Loan Monthly publication. He leads Thomson Reuters LPC’s CLO market analysis. Colm also recently launched the Corporate Bond Monthly report.
He has a B.A. in Economics & Legal Science from National University of Ireland, Galway, Ireland and a MSc. in Accounting & Finance from the University of Ulster.
Director of Global Regulatory Solutions
Anastasia Dokuchaeva is Director of Global Regulatory Solutions at FactSet. She has spent the past several years setting up a product strategy around regulations such as Solvency II, BCBS 239, AIFMD, and others. Having developed extensive knowledge of market data during her 10 years of experience in the financial industry, Anastasia aims to look at regulatory requirements from all angles – data quality, methodology, sourcing, product packaging, and partnerships.
Senior Vice President-Office of Issuer and Portfolio
As Senior Vice President of the Office of Issuer & Portfolio Management, Michael Drayne is responsible for the management of Ginnie Mae's relationships with the mortgage lenders who issue securities under Ginnie Mae’s mortgage-backed securities program. In this capacity, he oversees the Single Family and Multifamily Program Divisions, as well as the Monitoring & Asset Management Division, the latter of which is responsible for the oversight of the Ginnie Mae servicing assets owned by Issuers or Ginnie Mae.
A 25-year veteran of the housing finance industry, Mr. Drayne began his career at Chevy Chase Bank, where he served as Vice President and Director of Secondary Marketing. In ... (view full description)
Silverton Consulting, LLC
Jeb Ebbott is SVP - Capital Markets at Santander Consumer USA where he focuses on strategy and funding for Santander in both the warehousing and capital markets. Prior to his role with Santander, he worked with Rabobank and Citigroup focusing on providing structure finance funding to consumer finance and other industrial companies.
Executive Director, Structured Products Strategy
James Egan is an Executive Director on the Securitized Products Strategy team at Morgan Stanley. He is the head of U.S. Non-Agency RMBS Strategy, focusing on legacy, RMBS 2.0 and Credit Risk Transfer and the co-head of U.S. Housing Strategy. In addition, James co-covers Single Family Rental securitizations. Prior to working in research, James worked as a trader in Morgan Stanley’s Securitized Products group. James joined Morgan Stanley in 2008. He holds a BA in Commerce from the University of Virginia.
Deputy Assistant Director
Consumer Financial Protection Bureau
Elizabeth Ellis serves as the Deputy Assistant Director for the Office of Financial Institutions and Business Liaison. As part of this role, she also serves as Director Cordray’s deputy for the FDIC Board. She has most recently served as the Senior Advisor to the Chief of Staff at the CFPB. Prior to joining the CFPB, she was a Financial Analyst at the Congressional Oversight Panel, where she evaluated the Troubled Asset Relief Program (TARP) and reviewed the state of financial markets and the regulatory system. Previously, Ms. Ellis was a Senior Associate at PricewaterhouseCoopers LLP, where she worked in the banking and capital markets audit practice.<br /><br />Ms. Ellis re ... (view full description)
Standard & Poor's Ratings Services
Erkan Erturk is Senior Director in the Structured Finance Research group at Standard & Poor’s Ratings Services. He has over 15 years of experience in structured finance. His areas of expertise include asset-backed securities, residential mortgage-backed securities, housing research, consumer credit and global structured finance default studies.
Previously, Erkan was a Director in the Collateralized Debt Obligation group, analyzing market value, mutual fund-fee, private-equity and hedge-fund securitizations.
Erkan joined Standard & Poor's in 1996 from Advanta Corp. Before then he was at American Express Company. His commentaries were published in the Journal of Fixed Incom ... (view full description)
Falcon Capital Advisors
Armando Falcon is CEO of Falcon Capital Advisors LLC, a management consulting firm based in Washington, DC. Falcon Capital Advisors provides strategic advice and technical assistance to private and government clients on matters involving regulatory compliance and remediation, mortgage market operations, program management, process improvement, and portfolio risk management.
He previously served as the Director of the Office of Federal Housing Enterprise Oversight (OFHEO) from 1999 – 2005. As the Presidentially appointed and Senate confirmed Director of the agency, he served as the chief regulator for Fannie Mae and Freddie Mac, and played a key role in overseeing the U.S. secondary mor ... (view full description)
Head of Global Relationship Management
Mr. Fiorillo is a founding member of DoubleLine. He is the head of Global Sales. Prior to joining DoubleLine in 2009, Mr. Fiorillo was previously a Managing Director at TCW for the previous four years, where he oversaw ABS and CMBS trading.
Mr. Fiorillo was an Executive Director with Morgan Stanley. Responsibilities at Morgan Stanley included developing mortgage origination providers into the Morgan Stanley Conduit and expanding the Firm's activity in both the Asset-Backed and Commercial Mortgage Backed securities markets.
Prior to joining Morgan Stanley, Mr. Fiorillo was the Co-Head, Managing Director of the Mortgage-Backed Securities Group at Smith Ba ... (view full description)
Senior Associate Director
Federal Housing Finance Agency
Robert Fishman is the Senior Associate Director of the Office of Strategic Initiatives in the Federal Housing Finance Agency (FHFA). He is responsible for leading, coordinating, and monitoring FHFAs and the Enterprises activities related to FHFAs Strategic Plan for the Enterprise Conservatorships. Robert is also the FHFAs lead for the development and implementation of the Common Securitization Platform and the Single Security. Prior to joining FHFA in December 2012, Robert was the Managing Executive of the Office of Compliance Inspections and Examinations at the Securities and Exchange Commission, where he had responsibility for the operational functions (strategic planning, budget, informat ... (view full description)
Structured Finance Industry Group
Michael Flood heads SFIG’s advocacy efforts in Washington and elsewhere. Mr. Flood reports directly to Richard Johns, SFIG’s Executive Director, and leads the group’s interaction with elected officials, regulators and other government representatives as it pertains to policies and positions derived by the membership. Mr. Flood has served in leadership roles at industry organizations overseeing advocacy and coalition building, and developing policy positions. Most notably this includes his work at Commercial Real Estate Finance Council where he oversaw and promoted the Council’s legislative and regulatory efforts for commercial real estate lending and structured finance with the Administratio ... (view full description)
Aegon USA Investment Management LLC
No biography specified
HPS Investment Partners
Mr. Frey is a Portfolio Manager and head of the CLO and broadly syndicated loan investment business at HPS Investment Partners (formerly Highbridge Principal Strategies).
Prior to joining HPS in 2010, Mr. Frey was a Partner and Senior Portfolio Manager at Stanfield Capital Partners, LLC, where he managed over $5.2 billion of non-investment grade loans and bonds across 14 separately managed accounts and CLOs, and was a member of the firm’s management. Prior to joining Stanfield in 2004, he was a Principal and Senior Analyst at Katonah Capital and an analyst at GoldenTree Asset Management. From 1993 to 2001, Mr. Frey worked at Morgan Stanley, where he was a Principal in the Inve ... (view full description)
Stroock & Stroock & Lavan LLP
Richard L. Fried concentrates in structured finance, securities and general corporate matters. He has extensive experience with the securitization of mortgage loans, home equity loans, FHA loans, SBA and other commercial loans, student loans, auto receivables and trade receivables. He was actively involved in the securitization regulations enacted by the U.S. Small Business Administration and has served as transaction counsel in many SBA loan securitizations since the first offering in 1992.
Mr. Fried advises issuers, underwriters and agents involved in all types of structured finance transactions. He represents registered and non-registered domestic and foreign investment advis ... (view full description)
As Managing Director of the Structured Finance Division of IMN, Jade is responsible for overseeing the strategic aspects of the structured finance event portfolio. Jade joined the company in 2003 prior to Euromoney Institutional Investor's acquisition of IMN in 2005 as a conference producer. Since that time, she has launched numerous new programs in developing asset classes and jurisdictions such as solar asset backed securities and Greek NPLs.
In addition to new business development, her responsibilities include oversight of a team of conference producers and investor relations personnel who manage the existing event portfolio of 17 events per year. Jade personally manages and p ... (view full description)
Managing Director, Secutization Analytics, Structured Finance Renewables - Mortgage & Consumer Lending Division, KPMG Consulting
David was introduced to PACE in 2009 while helping to develop Energize Bedford, an energy efficiency financing program and precursor to New York’s Energize New York commercial PACE program, during the first of two terms he served on Bedford's Town Board.
Before his careers in energy efficiency and politics, he spent over 20 years as an investment banker to state and local governments, financing a wide range of capital facilities and programs at national firms including Credit Suisse First Boston and J.P. Morgan.
David joined PACENation in late 2010 as its first staff member. A foundation and member supported non-profit, PACENation is the national advocate for PACE, a sour ... (view full description)
Vice President & Deputy GC
Rachel Gleason George is Vice President and Deputy General Counsel at Navient Solutions, LLC with responsibility for the legal aspects of a wide array of corporate, regulatory and transactional matters, including Navient’s securitization programs. Prior to joining Navient in March 2015, Rachel was a partner in the Banking Department of Chapman and Cutler LLP specializing in structured finance and secured lending matters. Rachel is a frequent speaker on the securitization aspects of financial industry regulations and is a member of the Board of Directors of the Structured Finance Industry Group (SFIG). Rachel is a graduate of Covenant College and of Emory University School of Law.
... (view full description)
Vice President Servicer Performance Mgmt
Yvette Gilmore is currently vice president of Servicing Performance Management in the Single-Family Portfolio Management division at Freddie Mac. In this capacity, she is responsible for servicer performance management, which entails the administration of the Servicing Success Program™ that monitors and reports the performance of more than 1,400 servicers.
Ms. Gilmore leads a team that provides the strategic direction and policy that guide the efforts to preserve homeownership across America and facilitate positive servicing industry change. These policies enable the execution of servicing products and programs that support the performance of the company’s $1.3 trillion Single-Family ... (view full description)
Group Managing Director
Mars Capital Finance Limited
Matt is co-founder of Mars Capital, a pan-European residential mortgage portfolio acquisition and servicing platform. Mars has recently launched a non-conforming residential mortgage origination business under the brand “Magellan Homeloans”.
Matt is a Chartered Accountant and former Head of UK
Residential Mortgage Securitisation at Fitch Ratings, where he
founded the firm’s European mortgage servicer rating
programme. Matt was co-founder and CEO of Infinity
Mortgages and co-founder and former CEO of Unity
Homeloans, both non-conforming UK residential
Kroll Bond Rating Agency
Andrew Giudici is a Senior Director in the Structured Finance group at Kroll Bond Ratings. He is responsible for evaluating the creditworthiness of structured securities across a wide range of sectors.
Prior to joining Kroll Bond Ratings, Andrew held a number of positions within Standard & Poors. Most recently, he was a director in the Utilities, Infrastructure and Project Finance Ratings group. In this role he was responsible for determining new and maintaining existing ratings on a portfolio of independent power providers, Public-Private Partnerships and project finance transactions.
Andrew was also a team leader in Structured Finance at Standard & Poors where he was re ... (view full description)
Chapman and Cutler LLP
Melanie Gnazzo is a partner in the Asset Securitization, Lease Finance and Tax practice groups. She also serves on the firm’s strategic planning committee.
Melanie represents a wide range of finance companies and funding sources engaged in structured finance and securitization transactions, as well as in portfolio acquisitions, dispositions, restructurings and joint ventures involving financial assets. She also provides advice with respect to tax advantaged financial and renewable energy products and investment vehicles. She has considerable experience providing both tax and commercial law advice in such transactions.
Melanie is a regular speaker at industry forums ... (view full description)
Head of Financial Markets, NA
Kristan joined Lloyds Bank’s security services provider Lloyds Securities, in New York in April, 2014 – and was responsible for launching the US Dollar ABS trading desk. In July 2015, she moved to the syndicate desk to provide dedicated ABS coverage for Lloyds Bank’s US clients. In February 2017, Kristan became the Head of Financial Markets for North America covering Credit, ABS, Money Markets, and Foriegn Exchange sales and trading.
Kristan has over 15 years of experience in fixed income analysis, research, trading, sales and syndication. She began her career at Conning Asset Management as a research analyst where she covered ABS, RMBS, CMBS, and CDOs, her work included analyzing and ... (view full description)
Senior Managing Director, Specialty Finance & Private Equity
Mr. Goila joined the private credit and private equity divisions at Aequitas Capital in 2014. Mr. Goila joined Aequitas from Goldman Sachs where he worked for the past nine years in the Special Situations Group as a Director in the Specialty Lending Group in Atlanta, Georgia. While at Goldman Sachs Mr. Goila focused on middle-market healthcare investing for both debt and equity securities. He has considerable experience in negotiating highly structured and unique investments designed specifically for each transaction.Prior to Goldman Sachs, Mr. Goila worked in the Healthcare Finance Group at BNP Paribas where he partnered with private equity groups and healthcare companies to provide debt an ... (view full description)
Associate, European CLO and ABS Trading
Max Gordon-Brown is currently an Associate responsible for trading European CLOs at Morgan Stanley, and also has experience trading RMBS and ABS securitisations across Non-Conforming, Peripheral RMBS, and SME collateral. Having completed a Masters in Inorganic Chemistry at the University of Oxford he joined Morgan Stanley in July 2012 and has been working there since.
Senior Vice President
Lain Gutierrez is a structured finance veteran with 20 years of experience in originating, structuring and rating asset-backed securities. Currently, Lain is a senior rating analyst at DBRS, Inc. responsible for esoteric and commercial asset classes with a focus on clean energy/energy efficiency financing, including PACE and ESPC. At DBRS, Lain recently led efforts to publish a new methodology in July 2015 for rating PACE financings. Lain also spoke at industry conferences and published various research articles regarding PACE and ESPC financing.
Prior to DBRS, Lain was a senior banker with Citigroup’s ABS business. Over the course of his 11 year ... (view full description)
Senior Vice President Securitization
Mark D. Hanson is the senior vice president of Freddie Mac’s Securitization Division. In this role, he oversees Freddie Mac's mortgage securitization efforts, including pass-thru, REMIC and strip issuance. He is also responsible for developing and implementing new mortgage security products and capabilities that meet the needs of institutional investors, broker/dealers, lenders, servicers and third party vendors.
Additionally, Hanson leads Freddie Mac’s efforts supporting FHFA’s directives around the Single Security, expanding liquidity in the conventional TBA space. Hanson was previously a vice president for Lazard Asset Management, where he managed mortgage ... (view full description)
Managing Director – Structured Finance Research
Kris has been with Genworth’s Investment team since January 2008 as Managing Director – Structured Finance Credit. He has a broad experience base in accounting, portfolio management and credit research. He has spent the last 23 years of his career in Structured Finance with different roles at MBIA, Structured Finance Advisors, GEAM and E*Trade. His most recent role prior to Genworth was as the Vice President of Credit at E*Trade.
Kris is an FCCA and holds an MBA in Finance from Pace University.
Katten Muchin Rosenman LLP
Anna-Liza Harris is co-head of Katten's Structured Finance and Securitization practice and a member of the firm’s Board of Directors. She advises clients on tax issues related to debt capital markets transactions, residential and multifamily mortgage-backed securitizations, asset-backed securitizations, and complex derivative and hybrid equity securities. In addition, Anna-Liza has substantial experience representing issuers of financial products in disputes with the Internal Revenue Service.
Anna-Liza has been involved in the development of a number of innovative securitization structures and counsels issuers and underwriters in public offerings and private placements of securities. ... (view full description)
Promontory Financial Group
Chris joined Promontory from Washington, D.C.-based consumer-finance company Fenway Summer, where he served as partner and head of capital markets. Prior to joining Fenway Summer, Chris was a senior adviser for residential mortgage servicing and securitization at the Consumer Financial Protection Bureau. In this capacity, he oversaw many of the CFPB’s efforts in developing and executing mortgage policy. Prior to joining the CFPB, he was director of servicer monitoring at Ginnie Mae, where he was responsible for surveillance of 220 servicers of its $1.1 trillion portfolio. In addition, Chris oversaw servicing and asset management of Ginnie Mae’s $25 billion defaulted-issuer portfolio. Over th ... (view full description)
Kirkland & Ellis LLP
Matt Hays is a corporate partner in the Chicago office of Kirkland & Ellis LLP. He focuses his practice primarily in the areas of asset finance, securitization and securities matters. Matt's has represented marketplace lenders and loan originators, banks, private equity funds, issuers and registered investment companies in ABS offerings, whole loan sales, forward flow arrangements and warehouse facilities.
He has securitized receivables in the personal installment loan, retail auto and truck loan, cellular site and distributed antenna system, dealer floorplan, vehicle lease, solar asset, health care, credit card and small business loan asset classes.
Matt is a co-chair of the ... (view full description)
International co-Head of Structured Products
Tricia Hazelwood joined Mitsubishi UFJ Securities (MUS) in March 2013 to Head the Structured Products Business with a key focus on ABS and CLO transactions. Prior to joining MUS, Tricia spent 16 years at Credit Suisse with her most recent role was Global Head of ABS, which included the origination and distribution of all USD ABS products.
During her time at Credit Suisse, she was involved in the structuring and distribution of all ABS products, including equipment, auto, credit cards, transportation, esoteric and mortgage transactions. Tricia was involved in many notable ABS transactions during her time at Credit Suisse including the first bifurcated auto transaction, the first global ... (view full description)
Securitization Solution Leader
Deloitte & Touche LLP
Lisa is a Deloitte Risk and Financial Advisory partner in Deloitte & Touche LLP and leads the Securitization Solution practice in the Financial Risk, Transactions & Restructuring market offering. She has 15 years of financial services experience assisting clients entering the capital markets through various financial transactions and supporting them and other industry participants as they navigate through the regulatory environment. Lisa has a deep expertise in Residential and Asset Backed Securities and leads teams that specialize in file review, collateral and cash flow modeling and technology solutions, for a variety of asset classes such as student loans, agency, prime, performin ... (view full description)
Greg Hertrich joined Nomura in 2010 as head of the US Institutional Strategies Group from Deutsche Bank, where he was Head of US Bank Strategies. Previously, Greg ran the bank group at Merrill Lynch and was a senior bank strategist with Lehman Brothers after an extended tenure at First Union.
He is currently responsible for spearheading Nomura’s strategic work with US domiciled institutions in both the bank and insurance sectors across the balance sheet and income statement.
Greg serves as a strategic advisor on behalf of major stakeholders, including management teams, boards, institutional investors and regulators on risk management and corporate strategies, specifi ... (view full description)
Capital Home Loans
Gerry is an inspiring and confident business leader. With a calm and considered manner he commands great respect and loyalty from his peers and staff compliment, and from within the mortgage industry.
Gerry has been a senior manager and lending specialist for 30 years in a variety of roles within the Mortgage Industry, UK Building Societies, and Commercial Banking. A Board Director at CHL since 2002, he has overseen the growth and management of its low risk loan book, and the establishment of its credit and compliance functions. Gerry was appointed Managing Director in July 2014 following a company restructure that required critical application of change management and leadersh ... (view full description)
No biography specified
Hunton Andrews Kurth LLP
Tom is co-head of Hunton & Williams’ Structured Finance and Securitization practice and is a member of the firm’s nine-person executive committee. He also co-chairs the firm’s Corporate Team and has oversight over capital markets, private equity, M&A, REITs and other practice areas. In recent years, Tom has emerged as a national leader in mortgage servicer finance. He has led over 75 transactions for the financing of servicer advance receivables and investments in servicing-related cash flow in the last decade.
SunPower Project Finance
Gerhard Hinse is a Senior Manager Structured Finance in SunPower Corporation's Project Finance Group and focuses on leveraging the various tax equity structures employed in its residential solar lease program including back-leverage loans and asset-backed securities.During his professional career, Gerhard has closed more than $5 billion of highly structured, asset-backed financing solutions for principals, issuers and advising boutiques: Montgomery Street Financial, Bank of America Leasing, Bank of America Securities, Daimler-Benz Aerospace, JP Morgan Chase, KfW and Deutsche Bank.Gerhard received a Master of Business Administration in Finance and Accounting from the ... (view full description)
Aly Hirji is a Portfolio Manager in the European Fundamental Credit team within BlackRock International Fixed Income, focusing primarily on the leveraged loan asset class and related products, including CLOs.
Prior to joining BlackRock in 2014, Mr. Hirji was a partner and portfolio manager at New Amsterdam Capital, a European credit manager focused on leveraged credit. He was responsible for managing CLOs, leveraged loan and high yield funds, managed accounts and trading. He joined the firm as its first investment related employee in 2004 as a credit analyst and contributed to growing out the firm and its assets under management. He began his career at JP Morgan in 199 ... (view full description)
Mayer Brown LLP
"Praised for being at the cutting edge on securitization issues, an absolutely brilliant lawyer" Chambers USA
Carol Hitselberger focuses her practice in the structured finance area. She spends significant time on accounting and regulatory developments that impact the structured finance industry. Carol often works with investors and issuers in structured finance products of most types, including trade receivables, credit card receivables, consumer loans, auto loans, aircraft, leases, franchise portfolios, government contracts, trademark licenses, and various other financial assets.Chambers USA highlights that "she has been doing structured finance work for decades - she can ... (view full description)
Chapman and Cutler LLP
Tom Howard is a partner in the Asset Securitization Department of Chapman and Cutler LLP. Since joining the firm, his work has focused on the representation of issuers, underwriters, investors and trustees in securitization transactions, including transactions backed by equipment leases, automobile loans, tax lien certificates, student loans, commercial loans, and residential and commercial mortgage loans.
Tom’s experience also includes work in the corporate and securities area, including public and private offerings of debt and equity securities as issuer's and underwriter's counsel.
... (view full description)
Moody's Investors Service
Jian Hu is Managing Director and Head of New Ratings for US Corporate Asset Securitization that includes CLOs, Commercial and Esoteric ABS, and other structured credit products at Moody’s Investors Service. From September 2008 to September 2016, he was MD and Global Head of CLOs and Structured Credit Surveillance. Currently he is also Moody's Global Structured Finance Research Coordinator. In addition, Jian is involved in various global research and outreach activities related to China. He is Co-Chair of Chinese Market Committee of U.S. Structured Finance Industry Group.
Prior to September 2008, Jian was a Senior Vice President responsible for CLOs and Structured Credit research. From ... (view full description)
Dapeng Hu, PhD, CFA, Managing Director, Head of mortgage modeling, is a member of BlackRock Solutions' financial modeling group and a member of BlackRock's Fixed Income Global Research team. Dr. Hu's primary responsibilities include directing development of BlackRock's mortgage prepayment and credit models and conducting relative value research on MBS and ABS.
Prior to joining BlackRock in 2003, Dr. Hu was with Wells Fargo as a Director of financial modeling from 2001 - 2003. From 2000 - 2001, he was with Citigroup as Vice President of empirical modeling. In these positions, Dr. Hu supported mortgage servicing valuations, whole loan portfolio management, and MBS trading.
From 199 ... (view full description)
Peter Humphreys is a partner in the New York office of Hogan Lovells. He focuses his practice on a wide range of securitizations including financings of equipment and operating leases, credit card receivables, auto loans, franchise loans, small business loans, energy receivables, intellectual property, trade receivables, health care receivables, bank loans and mortgages. Peter also works on structured capital transactions providing reserve and capital relief for insurance companies and banks. In addition, he has experience in other public and private capital markets transactions, and the development of new financial products for U.S. and offshore transactions in both the public and privat ... (view full description)
Maggie Jiang is a Senior Director of Credit Suisse in the Investment Banking division, based in New York, within Asset Finance, which is part of the Fixed Income department. Her expertise includes origination, structuring, risk assessment, and advisory. She covers a wide range of asset classes globally, including consumer ABS, commercial ABS, Trade Finance, Mortgages, esoteric ABS, etc.
Ms. Jiang joined Credit Suisse in May 2011 after six years at Barclays Capital, where she was a Director in the Securitized Products Origination Group. Prior to that, Ms. Jiang had various responsibilities at CitiGroup, Deutsche Bank, and Deloitte & Touche.
... (view full description)
Richard Johns is the Executive Director for the Structured Finance Industry Group, a member-based trade industry advocacy group focused on improving and strengthening the broader structured finance and securitization market.
A longtime leader in the securitization industry, Mr. Johns, 46, has more than 17 years of experience, having previously served as Head of Global Funding and Liquidity at Ally Financial Inc. Earlier in his career Mr. Johns also had roles as Head of Global Capital Markets at Capital One Financial Corp and as a transaction lead at MBNA (now Bank of America).
Throughout his career, Mr. Johns has issued securitized products across a variety of pl ... (view full description)
Morgan, Lewis & Bockius LLP
Jeffrey Johnson is a partner in the Structured Transactions Practice of Morgan Lewis. Jeff counsels financial institutions, finance companies, government agencies, government-sponsored entities, and investment banking firms on numerous transactions, including asset-backed and mortgage-backed securities issuances, resecuritization of financial assets, net interest margin transactions, whole loan and asset sales, financing facilities, and related regulatory matters.
He also advises on various other structured transactions involving numerous asset types and receivables, including single-family and multifamily residential mortgage loans, commercial mortgage loans, and automobile and ... (view full description)
Morgan, Lewis & Bockius LLP
Matthew has structured the securitization of a broad range of financial assets, including automobile loans and leases, church loans and bonds, commercial loans, equipment leases, home equity loans and HELOCs, floor plan receivables, litigation settlement fees, marketplace loans, mortgage loans, recreational vehicles, private and federally guaranteed student loans, Yen denominated consumer loans, and unsecured consumer and commercial loans, in both the term and the conduit markets. Matthew regularly represents a variety of financial institutions, including startup investment funds, national banks, Fortune 500 companies and investment banks.
Matthew has helped establish forward fl ... (view full description)
Chief Information Officer
- Chief Investment Officer, Tourmalet Advisors
- Member of Board of Directors of Kondaur Capital Corporation, Member of Management Committee of MCM Capital Partners, LLC
- Assistant Portfolio Manager focusing on small cap bank stocks, Pequot Capital
- Vice President, Pequot Ventures
- Senior Associate, PricewaterhouseCoopers
- BBA in Accounting, University of Notre Dame; MBA in Finance, Columbia University
PGIM Fixed Income
No biography specified
Kroll Bond Rating Agency, Inc.
Jack Kahan is a Senior Director responsible for Residential MBS at Kroll Bond Rating Agency, Inc. He covers all RMBS asset types, including newly-originated prime jumbo loans, legacy performing and reperforming loans, newly-originated agency loans, and resecuritized legacy RMBS bonds.
Prior to joining Kroll, Jack spent seven years in various roles in the U.S. RMBS group at Standard & Poor’s, most recently as a Director and Analytical Manager responsible for newly issued ratings. In addition to leading a team of analysts in applying new issuance methodology and ratings, Jack lead and co-authored many of the firm’s RMBS-related criteria and research publications. His focus ... (view full description)
Director, Housing Finance Program
Milken Institute - Center for Financial Markets
Eric Kaplan is the director of the housing finance program within the Center for Financial Markets, where he focuses on the restoration of the U.S. housing finance ecosystem to a state of sustainable health. Kaplan concentrates on the interplay among policymakers, regulators, and industry stakeholders regarding the roles of public and private capital, securitization reform, and lending and servicing practices.
Kaplan brings a 24-year career in housing finance to the Institute, involving a range of roles and responsibilities at various firms, providing a multifaceted perspective on loan, transaction, industry, and policy-level issues. He most recently served as managing partner a ... (view full description)
Senior Vice President, Portfolio Manager
Merganser Capital Management
No biography specified
Rishi Kapur is a member of the firms Investment Grade Fixed Income Team. He is responsible for trading, monitoring and managing assets in the ABS and non-agency residential mortgage sector. Rishi has over 18 years of industry experience. Prior to joining Babson Capital in 2001, he was an Audit Consultant at MassMutuals Corporate Auditing Department and as associated with Conning and Company as an Equity Analyst. He holds a B.S. from the University of Bombay and an M.B.A. from the University of Hartford. Rishi is a member of the CFA institute.
Senior Managing Director & Co-Head of ABS
Kroll Bond Rating Agency
Rosemary Kelley is a Senior Managing Director and Co-Head of ABS at Kroll Bond Rating Agency, Inc. Rosemary has been at KBRA since 2011 and focuses primarily on Consumer ABS including auto loan, auto lease, dealer floorplan, credit card, consumer loan, student loan and timeshare sectors. Prior to joining KBRA, Rosemary was a Senior Vice President at DBRS, Inc. focusing on Consumer ABS. Before DBRS, Rosemary spent ten years at MBIA Insurance Corporation, most recently as a Director in the Structured Finance department. She had previously managed MBIA's portfolio management unit responsible for monitoring and workouts in Consumer ABS. Rosemary has a BA from Manhattanville College and a MBA fro ... (view full description)
Grantham Mayo van Otterloo
Dmitry V. Kiselyov is an analyst for GMO’s Structured Products Team responsible for security selection and credit underwriting for consumer and esoteric asset backed securities (ABS). Prior to joining GMO in 2012, he worked at Ernst & Young, LLP as manager on the complex securities team. Previously, Mr. Kiselyov was a non-agency mortgage analyst at Vero Capital Management, LLC. Dmitry also held credit analyst roles at BlackRock and Citigroup focusing on quantitative modeling, risk advisory and structuring of the variety of structured credit instruments. Dmitry earned his M.A. in International Economics and Finance from Brandeis University and his B.A. in Economics from Chuvash State Univ ... (view full description)
Chief Executive Officer & Co-Founder
David Klein is CEO and Co-Founder of CommonBond, a leading fintech company that uses data and technology to lower the cost of student loans. Since launching in 2012, CommonBond has raised over $1 billion across equity and debt, and is the first and only company in finance with a 1-for-1 social mission: for every loan funded on CommonBond's platform, the company funds the education of a student in need in partnership with Pencils of Promise. A recognized authority on fintech and student debt, David's perspectives have been featured in The Wall Street Journal, Forbes, CNBC, TechCrunch, Inc. and more. He was featured on the Crain's New York 40 Under 40 list in 2016.
Before starting ... (view full description)
Roger has been with Credit Agricole since 2006 and is currently a Managing Director responsible for auto and equipment sector ABS banking activities. Roger has over 20 years of securitization experience.
Roger holds a Masters degree in Management from the MIT Sloan School of Management and a Bachelor of Science degree in Electrical Engineering from Northwestern University. He has obtained the Chartered Financial Analyst designation.
Chief Financial Officer
Mark Klipsch is responsible for coordinating and managing the financing and capital markets activities of A10 Capital, as well as managing, analyzing and reporting on the financial aspects of the business.
Mark has over 20 years of experience across all aspects of the investment and finance industries, including sourcing, underwriting, structuring, and managing portfolios; fixed-income and asset-backed investments; and multiple finance and audit roles. Mark has over 15 years of specific experience in the asset-backed and securitization industry. Specifically:
Over 15 years of buy-side structured finance and securitization experience
Headed the asset-backed investment ... (view full description)
Alberta Laskaj Knowles is a Partner in the Financial Services Office Advisory practice at Ernst & Young LLP based out of New York. Alberta is a CPA and has over 17 years of financial services experience. She has worked with investment banks, broker-dealers, asset managers, private equity firms, GSEs and insurance companies within the product areas of structured finance, leveraged finance, derivatives, mortgages and commercial real estate. Alberta has worked closely with asset management, financial reporting, and regulatory reporting and product control areas where she has performed leading practice assessments on policies and procedures as they relate to pricing and valuation of complex ... (view full description)
Tom is a partner with PwC's FSR (Financial Instruments, Structured Products, and Real Estate) practice. His primary focus is on business advisory services for clients within the securitization industry. With over 22 years of experience in the financial services industry and a specialization in mortgage and asset-backed securities, Tom is responsible for providing financial advisory, risk management, and systems solutions to issuers, servicers, trustees, and investors for all securitized asset types.
Tom is responsible for helping clients improve their cash flow modelling, investor reporting, and collateral analysis, and is currently assisting several securitization issuers and se ... (view full description)
Steven T. Kolyer
Clifford Chance US LLP
Steven T. Kolyer is a capital markets partner with extensive experience in securitizations, structured capital markets, investment fund formations and conventional securities offerings, including continuously-offered products. Steven is also experienced in commercial lending and credit transactions, and in credit-linked notes and other funded derivative products.
Steven's experience over the years has been highlighted by transactions involving innovation and structured solutions in the capital markets. In this regard, he played a lead role in the development of a number of securitization products dating back to the origins of that market, in the U.S. and off-shore, including fir ... (view full description)
Senior Vice President
Sagar Kongettira is a Senior Vice President in U.S. Structured Finance at DBRS. As a RMBS ratings analyst, his experience includes credit analysis and criteria development for mortgage (Prime, Non-QM, RPL, NPL and GSE CRT) and servicing advance securitizations.
Prior to joining DBRS in 2006, Sagar was at JPMorgan Chase where he was responsible for bond analytics on structured finance transactions. He holds an MBA in finance.
No biography specified
Chief Financial Officer
Cross River Bank
Geoff is the Chief Financial Officer at Cross River, the financial services organization that merges the established expertise of a bank with the innovation and product offering of a technology company. In this capacity, he is responsible for all finance functions including capital markets, business planning and forecasting, asset liability management, strategy and accounting. Kott also serves as a member of the bank’s executive management committee, which shapes the strategic focus of the company.
Prior to Cross River, Geoff spent nearly a decade at Morgan Stanley where he served as a Managing Director and built the global Securitized Products Asset-Based Lending Group. He also practiced ... (view full description)
Managing Director, Fixed Income Trading
Mr. Kovac, Managing Director, Structured Credit Trading, joined Raymond James & Associates in June, 1993. He is responsible for trading CLOs. Prior to joining Raymond James, Mr. Kovac was a CMO and ABS trader at A. G. Edwards & Sons. Greg began his mortgage trading career in July, 1987. He has been in involved in the structured markets for the last 29 years.
Mr. Kovac holds a Bachelor of Science degree in Finance from Texas Christian University and a Master of Science degree in Finance from St. Louis University.
Morgan, Lewis & Bockius LLP
Theresa D. Kradjian focuses her practice on a broad range of mortgage-backed and asset-backed securitisation and structured finance transactions, with a particular concentration in covered bond transactions for US and UK issuers. Theresa works on both public and private offerings of securities in cross-border transactions, as well as repurchase transactions and securities lending arrangements. Her experience also includes the representation of financial institutions in connection with repurchase transactions and other financing transactions.
Prior to joining Morgan Lewis, Theresa was a partner in the debt capital markets practice of another international law firm.
Cameron Kravitt Foundation
Jason is the founder of Mayer Brown’s securitization practice and was co-chair of the firm from 1998-2001. He has helped the firm's clients create some of the most significant securitization products used in the capital markets today and is well known for being a Co-Founder of the Securitization Industry’s original trade association; leading industry groups in connection with new legislation or regulation; helping to lead large securitization transactions such as MLEC ($100 billion) and Straight A funding ($60 billion) and large RMBS mortgage litigation settlements such as the BofA/BNY Mellon $8.5 billion settlement.
He is consistently rated in the highest category by lawyer ratings ... (view full description)
Jack Krupey is responsible for trading, servicer oversight, and portfolio acquisitions for PRP's mortgage loan investments. Prior to joining the PRP team, Jack was a founding partner of Gemini Capital Managers, a fund which acquired, managed and disposed of non-performing residential whole loans. Jack has deep experience in all aspects of residential RE, having purchased, sold, leased, financed, managed, and rehabilitated properties full-time since 2002. Since 2008, he has focused exclusively on working out distressed residential debt with the extensive tool box of a seasoned RE investor.
Senior Managing Director
Dave Kucera joined Capital One in 2013. Capital One is one of the seven largest banks in the U.S. with over $340 billion in assets. In 2015 he became head of the newly formed Financial Institutions Group. The group provides recourse and non-recourse financing, securitization, capital markets fund raising, advisory, and other services to companies involved in financial services and asset management throughout the U.S. across a broad range of sectors. Dave is a frequent speaker, is active in a number of industry groups, and has been a board member of several of the organizations for which he has worked.
Prior to joining Capital One, Dave led a ... (view full description)
Partner and Head of Structured Finance
Bio: Stephen Kudenholdt is Dentons' Head of Structured Finance and a partner in the US Capital Markets practice. Stephen’s areas of practice include residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS) and other asset-backed securities (ABS), primarily focusing on residential mortgage loan securitization as well as re-securitization transactions involving various classes of mortgage-backed securities. He represents issuers, underwriters, loan sellers and other entities in public offerings and private placements. He has helped develop many transaction structures and formats that have become industry standards, including shifting interest ... (view full description)
PGIM Fixed Income
Diana Lande is a Senior Associate on PGIM Fixed Income’s Structured Product Team. Her primary area of credit research specialization is Collateralized Loan Obligations (CLOs). Prior to joining the Firm in March 2017, Ms. Lande worked for several years as a structured finance ratings analyst at Moody's, and more recently Morningstar Credit Ratings. Prior to her rating agency experience, Ms Lande practiced as a securitization attorney at Chapman and Cutler LLP. She earned a JD with honors from the University of Michigan Law School and a BA with highest honors in economics from Emory University.
Chief Executive Officer
Michael Lau, currently CEO of Pingora Asset Management, has over 25 years of expertise in loan servicing, underwriting, quality control, IT, accounting, finance, capital markets, and business development. Throughout his career, Michael’s understanding of MSRs aided numerous companies through negotiating the sale of servicing rights on a flow and bulk basis.Prior to Pingora, Michael spent 12 years on the senior management team at Phoenix Capital, a leading firm managing the sales and valuation of mortgage servicing rights. His management of new business development, as well as existing client bases, mergers and acquisition, whole loan brokerage, and strategic planning helped to ... (view full description)
Managing Director & Chief Operating Officer
Joe is in charge of origination activities for LordCap, and also serves as Portfolio Manager for the LordCap green family of funds. Prior to joining LordCap he headed Term Non-Traditional ABS at RBC Capital Markets, where he also started the European Term ABS practice. At Deutsche Bank he was responsible for the Credit Solution Group’s $4 billion student loan lending book and capital markets business for consumer unsecured, student loan and certain non-traditional ABS asset classes. In addition, Joe began his career at JP Morgan, followed by more than a decade at Barclays Capital in ABS team covering a variety of assets classes.
He received his M.B.A. from Oxford University ... (view full description)
Executive Vice Chairman
Ygrene Energy Fund
Stacey Lawson brings 23 years of experience as a business executive in the areas of finance, clean energy, technology and manufacturing.
Prior to joining Ygrene Energy Fund, Stacey was a candidate for U.S. Congress in California’s 2nd congressional district where she advocated for property assessed clean energy (PACE) as a leading environmental policy initiative. As Ygrene’s President and Chief Executive Officer from 2012-2016, Stacey spearheaded the design and growth of Ygrene’s innovative PACE model for the residential, commercial, agricultural and industrial sectors, scaling Ygrene to over $600M in originations.
A cofounder of the Center for ... (view full description)
Co-Head of Structured Credit
Apollo Capital Management
Mr. Leas joined Apollo in 2009 and is the senior portfolio manager and co-head of Apollo's Structured Products Group. Prior to joining Apollo, Mr. Leas was a Director in the Credit Structuring Group at Barclays Capital with primary responsibility for the loan structuring and advisory team.
At Barclays Capital he developed their market value and TRS CLO programs as well as their ABS CDO commercial paper program. From 2000-2004, he was an associate at Weil, Gotshal & Manges LLP, primarily focusing on asset-backed securities, CDOs and credit derivatives.
Mr. Leas is on the board of directors of the Make-A-Wish Foundation of Metro New York and Western New York.
... (view full description)
Chief Investment Officer
MW Eaglewood Americas LLC
Steven was a founding partner of Eaglewood Capital Management LLC (now known as MW Eaglewood Americas LLC), and has served as the group CIO for MW Eaglewood (the “Firm”) since 2014. Steven is responsible for investment oversight for the Firm. Prior to joining the Firm, Steven worked for Cambridge Place Investment Management, a London-based hedge fund, as the Global Head of Credit and Research.
Prior to Cambridge Place Investment Management, he worked as a Director for UBS in Zürich and as a research analyst at Fidelity Investments focused on ABS and corporate debt. He has also worked for Prudential and Coopers & Lybrand. Steven has over 25 years of fixed income investment exp ... (view full description)
Morgan, Lewis & Bockius LLP
Steve Levitan has extensive experience in structuring highly complex securitization transactions backed by collateral encompassing a broad range of asset types, including: student loans, auto loans, marketplace (peer-to-peer) loans; Australian mortgage loans, commercial equipment, automobile and equipment leases, credit card account receivables, residential mortgage loans, home equity loans, financed insurance premiums, residual interests in pre-existing special purpose entities, and the resecuritization of previously issued asset- and mortgage-backed securities.
Steve has represented both issuers and underwriters in public offerings, private placements, direct-lending financings, ... (view full description)
Chief Compliance Counsel
Opus Capital Markets Consultants, LLC
John Levonick, Chief Compliance Counsel at Opus CMC, has 13+ years of proven success in regulatory compliance for consumer financial services. John has worked directly with creditors, servicers, issuers and investors in providing guidance on regulatory compliance requirements and risk management. Prior to joining Opus, John held executive leadership roles with a loan origination technology and document provider, prominent due diligence firms, a student loan originator and servicer, and a mortgage lending fulfillment business process outsourcer.
Chief Investment Officer & Partner
TIG Advisors, LLC
Stuart Lippman joined the Adviser in 2012 as the Chief Investment Officer and Partner of the TIG Securitized Asset Fund. He has more than 21 years’ experience investing in the RMBS/CMBS and ABS marketplace. Prior to TIG, Mr. Lippman worked at Tandem Global Partners. From 2007 to 2011, Mr. Lippman founded and built the Non-Agency Mortgage Credit business for the Royal Bank of Canada’s Proprietary Trading Group, where he was the Managing Director and Senior Portfolio Manager. While at RBC, Mr. Lippman managed a proprietary mortgage credit portfolio that consistently grew from 2007 through 2011. Mr. Lippman worked at UBS Investment Bank from 2003 to 2007, where he built out the secondary tradin ... (view full description)
Senior Pricing Analyst
Standard & Poor's
Jerry Liu is a Senior Pricing Analyst - Structured Finance, for Standard & Poor’s Evaluations (SPSE). He is responsible for providing evaluated prices for CMOs and MBS derivative securities with a strong focus on RMBS. Prior to this role, he worked for several years as a Pricing Analyst covering Corporate High Yield bonds. Before joining S&P, he worked as a Market Analyst at the Citigroup - Private Bank, where he helped develop & implement Global Pricing Processes & Data Quality methodologies.
Jerry holds a B.B.A. in International Marketing from CUNY-Bernard M. Baruch College.
Michael Liu is a Director in the Structured Products Group at Guggenheim Securities, with a focus on trading Esoteric/Consumer ABS and TRUPS/ABS CDOs. Prior to joining Guggenheim in 2011, he worked at Citadel focusing on fixed income products. Mr. Liu is a CFA Charterholder and has a BA in Economics from the University of Chicago.
Deloitte & Touche LLP
Aleksandr Lobanov is an Advisory Managing Director at Deloitte & Touche LLP, residing in the Securitization market offering. He has more than 12 years of experience working with all types of collateralized debt obligations (CDO) and collateralized loan obligations (CLO), covering the full lifecycle scope of agreed-upon procedures. He oversees CLO collateral portfolio tie-outs and CLO capital structure and cash flow tie-outs for marketing materials and offering documents, as well as payment date reconciliations. He is also involved in valuation of both debt and equity of CDOs/CLOs utilizing both Intex and internal proprietary models.
Internally, Aleksandr assists audit tea ... (view full description)
James Lockhart III
WL Ross & Co. LLC
James B. Lockhart III is Vice Chairman of WL Ross & Co. LLC and a member of the Investment Committees for the WLR Recovery Funds, Invesco Mortgage Recovery Funds and WLR Cardinal Irish Mezzanine. His responsibilities include overseeing financial services portfolio companies and sourcing new opportunities in the financial services industry. Prior to joining WL Ross in September 2009, he was the Director of the Federal Housing Finance Agency, regulator of Fannie Mae, Freddie Mac and the twelve Federal Home Loan Banks, and its predecessor agency, the Office of Federal Housing Enterprise Oversight, since May 2006. He served as the Chairman of Federal Housing Finance Oversigh ... (view full description)
Senior Vice President, Securitization
Xiaowei Luan is a senior vice president in GE Capital’s global securitization and alternative funding group. She is responsible for the development and execution of alternative funding strategies for General Electric Company on a global basis. During her 18+ year career in GE, Xiaowei has held various roles with increased responsibilities, which include the development of structured financing solutions and funding platforms for GE’s trade receivables, equipment financing, mid-market loans, real estate, and dealer inventory financing businesses. Xiaowei started her career in GE as a project engineer at GE Lighting and was responsible for sourcing and product development in China and US. Prior ... (view full description)
Kevin Lundquist is a Director in Citi’s Global Securitized Product Group. Mr. Lundquist joined Citi in January 2000 and has had a diverse set of responsibilities over his 15 years with the firm. Mr. Lundquist began his career at in the investment banking business providing advisory services to specialty finance companies, and since then has generally covered consumer finance companies in a variety of capacities.
Mr. Lundquist has provided investment banking services to a diverse set of consumer finance companies executing transactions consisting of publically and privately offered debt, the sale/purchase of whole loans and businesses, debt refinancings and restructurings, and ... (view full description)
Chief Investment Officer
W. Robert Magee, Jr. – Chief Investment Officer, Shellpoint Partners
Mr. Magee was one of the founding members of C-BASS in July 1996. He was responsible for the investment and trading activities at the firm as they pertained to performing and non-performing loans, REO, and delinquent FHA/VA loans. From late 2004 to the end of 2007, Mr. Magee was the Non-Agency mortgage portfolio manager at Citadel Investment Group, where he started that firm’s Non-Agency business. Mr. Magee started his career in the securities industry in 1988 writing mortgage securities modeling software. He held a number of positions within Citibank Securities Fixed-Income Research Group. He t ... (view full description)
Amanda Magliaro Head of Global Structured Finance Distribution.
Amanda joined Citi’s U.S. Syndicate Desk in 2002 upon graduation from Columbia Business School, where she received an M.B.A. in Finance. While at Columbia Business School, Amanda was the President of Columbia Women in Business. She received her B.A. from Cornell University in 1996 with a major in Economics and Japanese Studies, with Dean’s list Honors. Amanda is Co-Head of the Markets Diversity Committee, and is the Chair of Citi's International Women's Day Commitee and she was chosen for Citi's Womens Leadership Development Program "Women Leading Citi". She is fluent in Spanish and conversant in Japanese. Amanda serves o ... (view full description)
Managing Partner & Founder
Eagle Point Credit Management
Tom is the Managing Partner and founder of Eagle Point Credit Management. Tom has been involved in the formation and/or monetization of nearly 100 CLO transactions across multiple market cycles. Tom led the creation of some of the earliest refinancing CLOs, pioneering techniques which are now commonplace in the market. He has spent his entire career in the structured finance and credit markets.
Prior to founding Eagle Point with Stone Point Capital, Tom was a Managing Director and Head of CLOs at RBS, where he was responsible for all aspects of RBSs new-issue CLO platform. Prior to joining RBS, Tom was the U.S. country head at AMP Capital / AE Capital, where he was responsible fo ... (view full description)
No biography specified
C. Adrian Marshall, CFA, Managing Director, is a member of Americas Fixed Income within Alpha Strategies. He is a portfolio manager on the Bank Loans team.
Mr. Marshall moved into his current position in 2007; he was previously a sector specialist on the investment grade corporate bond team. Prior to moving to portfolio management in 2003, he spent two years in Tokyo as a member of the product development and investment management groups at Nomura BlackRock Asset Management Co., Ltd., BlackRock's former Tokyo-based joint venture. Mr. Marshall began his career at BlackRock in 1999 as an account manager for institutional clients in the US and internationally.
Mr. Ma ... (view full description)
Standard & Poor’s Ratings Services
Amy S. Martin is a Senior Director and Analytical Leader in Structured Finance Ratings at Standard & Poor’s Ratings Services. As part of the New Issue group, she and her team are responsible for rating auto loan and lease Asset-Backed Securities (ABS). As a senior member of the ABS group, Amy is also responsible for the consistent application and development of on-going criteria, chairing auto loan/lease ABS credit committees, and for coordinating and conducting auto ABS analytical training programs.
Amy has been involved in a wide range of rating assignments (including auto loans, auto leases and student loans), has published numerous articles and criteria publications on the auto ... (view full description)
Vice President, Credit Portfolio Management Valuations
Bob Martin, Credit Portfolio Management Valuations
Maples and Calder
Mark Matthews Maples and Calder Cayman Islands work PO Box 309, Ugland House South Church Street George Town Grand Cayman KY1-1104 Cayman Islands Partner, Cayman Islands work, pref+1 345 814 5314 cell+1 345 525 5314 email@example.com Mark specialises in structured products and has extensive experience in SIVs, securitisations, repackagings and credit funds including hybrid funds and CLO/CDOs. He has also worked on private equity and hedge fund related matters since 1998. Mark also has experience in general corporate, partnership, banking and regulatory matters. Professional Background Mark joined Maples and Calder in London in 1998 and later moved to the Caym ... (view full description)
EVP of Market Development and External Affairs
As EVP of Market Development and External Affairs for Renovate America, Ari oversees the company's market expansion, its strategy for deepening community offerings, and its relationships with key partners and policymakers.
Previously, Ari served as Special Assistant to the President and Director of Private Sector Engagement, bridging the private sector and the Obama Administration and developing policies that spurred job creation and long-term economic competitiveness.
He is the Co-Founder and Chairman of Young Invincibles, a national organization dedicated to improving economic opportunities for 18 to 34 year olds. As VP of Strategy and Community Impact ... (view full description)
Managing Director, Head of Consumer ABS Research
Wells Fargo Securities, LLC
John McElravey, CFA, is a managing director in the Structured Products Research group at Wells Fargo Securities, LLC, where he is Head of Consumer ABS Research. John has 30 years of capital markets experience focusing on Structured Finance, Fixed Income and Economic Research. Prior to joining Wells Fargo in 2007, John was in charge of ABS research, strategy and trading for Asset Allocation & Management Co. in Chicago.
From 1997 to 2004, he was a member of the ABS research group at Banc One Capital Markets. Before that, John worked at Duff & Phelps Credit Rating Co. in the ABS ratings group. Early in his career, John was an economic analyst in the economic resea ... (view full description)
Operations Change Management Director
Jennifer Meagher is the REO Change Managementand Operational Accounting Senior Director forHomeSteps, the real estate unit for Freddie Mac-owned homes. Jennifer has been in the REO industry for more than24 years and has been with Freddie Mac since 1994. Jennifers experience andareas of responsibility cover SOX Compliance, Operational Risk Management, StrategicPlanning, Budgeting, Quality Assurance, Management Reporting and Systems Designand implementations. Prior to joining Freddie Mac, Jennifer worked for TexasA&M University, a hospital conglomerate, and one of the larger ResolutionTrust Corporation subcontractors. Jennifer holds a Bachelo ... (view full description)
Head of Credit & Decisioning Analytics
Kensington Mortgages Limited
No biography specified
Director Private Placements
Nichol Merritt is a director on the Global Private Markets team for the TIAA-CREF organization. She focuses on investment grade debt private placements and private placement ABS. Ms. Merritt joined the TIAA-CREF organization in 2007 and was previously a member of the Global Public Markets team focusing on structured credit research.Prior to joining TIAA-CREF, Ms. Merritt held a variety of roles at other organizations, most recently on the CDO research team at Wachovia Securities. At Deutsche Bank, she helped pioneer research efforts supporting the roll out of their credit derivatives business before which she supported ABS research. Earlier in her career she held roles in ABS res ... (view full description)
New York Liaison
China Securitization Forum
Richard Mertl is the chief liaison for the China Securitization Forum in New York City (http://www.chinasecuritization.org/en/Institution.aspx?classCode=440). Rich is an associate in the New York office of Schulte Roth & Zabel LLP, where his practice principally involves assisting investment bank and asset manager clients in CLO securitizations and other structured finance transactions. He also supports clients in matters relating to formation and regulatory requirements of private equity, hedge and hybrid investment funds.
Rich was formerly a legal translator in the Shanghai, China offic ... (view full description)
Katten Muchin Rosenman LLP
Seth Messner's practice focuses on the representation of borrowers, lenders, issuers, collateral managers, servicers, subservicers, rating agencies, government sponsored enterprises (GSEs) and other parties in a wide array of domestic and international financing transactions. These include asset-backed secured lending transactions, single-family rental loan originations and securitizations, mortgage servicing rights transactions, securitizations of nonperforming, reperforming and jumbo loans, re-securitizations of real estate mortgage investment conduits, and the formation, administration and restructuring of collateralized loan obligations and other vehicles for the pooling of financial ins ... (view full description)
Skadden Arps Slate Meagher & Flom
David H. Midvidy has represented issuers, underwriters, banks and international and U.S. financial institutions in a variety of public and private structured finance transactions.Mr. Midvidy has acted as lead counsel in numerous whole business and other operating asset securitizations, including financings for restaurant franchisors and wholesale distribution companies. He has also advised financial institutions structuring tax equity investments in levered (securitized) and unlevered pools of residential and commercial solar power facilities.Mr. Midvidy has acted as counsel in transactions involving the issuance of asset-backed notes and trust certificates, bonds and ... (view full description)
- Working at FMS-WM since July 2012
- Together with a team of 5 PMs responsible for the portfolio wind-up of FMS-WM’s structured products book (originally over EUR 40 bln)
- Asset classes covered: Euro ABS and RMBS, US ABS, US SLABS, European CMBS, European SME ABS,
- Previously worked for 7 years at S&P (European Structured Finance Group), Covered nearly all European asset classes and designed rating criteria
- Has worked in NY, London, Frankfurt and Munich
- Started out in German Retail and Commercial Banking
Crescent Capital Group
Mr. Miller is a Managing Director of Crescent Capital Group LP and a Portfolio Manager for Crescent’s Structured Product activities. From 2006-2011, Mr. Miller served as co-head of Trust Company of the West's bank loan strategy. From 2011-2012, Mr. Miller served as acting General Counsel at Crescent. Mr. Miller also currently serves as the Chair of the Loan Syndications and Trading Association’s CLO Committee. Prior to joining the team in 2000, Mr. Miller spent two years at Viacom as Vice President, counsel/finance, working with the Chief Financial Officer, Chief Accounting Officer and Treasurer. From 1993-1998, Mr. Miller was an Associate at Dewey Ballantine LLP specializing in corporate f ... (view full description)
Suzanne Mistretta is a senior director in Fitch Ratings residential mortgage backed securities ratings group. She is responsible for US RMBS new issue ratings and surveillance, and North American covered bonds. Previously, Suzanne worked in Fitch's credit policy group where she was responsible for credit policy and global rating criteria with a focus on asset-backed and commercial mortgage backed securities in The Americas.
Suzanne began her career at Fitch as an RMBS rating analyst in Fitch's US RMBS group and was responsible for rating transactions and developing criteria.
Chapman and Cutler LLP
Mike Mitchell is a partner in Chapman and Cutler's Banking Department and Asset Securitization Group. He joined the Firm in 2012.
Mike serves as counsel to financial institutions in capital markets and debt financing transactions and regularly advises clients on application of the federal securities laws and Dodd-Frank implementing regulations in the structured finance market. He has extensive experience representing issuers and underwriters in consumer asset-backed securitization transactions, including transactions supported by credit card receivables, consumer loans, motor vehicle loans and leases, dealer floorplan receivables, and student loans.
For more ... (view full description)
Nancy Mueller Handal
Executive Vice President, Senior Managing Director
Nancy Mueller Handal is a Senior Managing Director and the Head of Global Structured Products. The group consists of the following units: Structured Finance, Alternative Investments and Index Strategies. Alternative Investments includes a global portfolio of limited partnership investments in hedge funds and private equity funds as well as direct mezzanine and equity co-investments. Structured finance includes a portfolio of Domestic and International ABS, CMBS, RMBS and Residential Mortgage Loans. Index Strategies includes both Fixed Income and Equity index accounts.
Prior to leading the Structured Products Group, Nancy was the head of the Global Structured Finance group at ... (view full description)
Senior Vice President
Ned brings over 25 years of proven FinTech experience rapidly growing software, data, and information businesses in structured finance, mortgage and capital markets while managing marketing, sales, product, operations, and strategy functions. In this role as AlphaPoint’s Head of Product, Ned is charged with leading the product management and marketing of the company. Prior to joining AlphaPoint, Ned led the capital markets and government businesses for Black Knight Inc.’s Data & Analytics division, a leader in mortgage information. Ned also spent over two decades with Lewtan, a securitization data & software company, holding positions that included head of Sales and Marketing, Genera ... (view full description)
Group Vice President
Joe is the Division Manager for the Capital Markets Structured Finance group (CMSF).
Joe’s responsible for managing the structured finance business within the Global Capital Market’s Group. The CMSF team provides agency and trustee services to the asset backed, mortgage backed, project finance, transportation leasing and insurance backed related markets. Joe has nearly twenty years of experience in the corporate trust industry, specializing in the management of business development, administration and relationship management teams for all types of structured financed transactions.
Prior to joining Wilmington Trust, he served as a vice president and head of ABS business developmen ... (view full description)
Senior Vice President- ABS
Morningstar Credit Ratings, LLC
David Nathanson, CFA is focusing on the ABS and CLO ratings process, as well as development of criteria and analytics. Prior to joining Morningstar in 2014, David was a lead analyst in the structured finance group of Moody’s Investors Service, where he focused on CLOs and esoteric ABS.
David also worked for Credit Policy Research focusing on model validation and methodology reviews. Prior to joining Moody’s in 2008, David held various analytical, development, and program management roles in Deutsche Bank, Citigroup and JPMorgan.
Nathanson holds a bachelor’s degree in electrical engineering from the Cooper Union for the Advancement of Science and Art, and a master’ ... (view full description)
Senior Managing Director, ABS Commercial
Kroll Bond Rating Agency
Tony Nocera is a Managing Director covering commercial and non-traditional ABS at Kroll Bond Rating Agency Inc. At KBRA, Tony covers transactions in various asset classes including small to mid ticket leasing, operating assets (marine container, railcars, trucks and aircraft), whole business securitizations, as well as the more esoteric, non-traditional deals.
Prior to joining KBRA, Tony was with Ambac Assurance, where he managed a portfolio of in excess of $12 billion, and Standard & Poors, where he rated commercial asset ABS. Prior to that, he was a relationship manager at Fleet Bank (now B of A) covering specialty finance companies.
Altus Power America Management
Lars Norell is a co-founder and Managing Partner of Altus Power America Management. Before starting Altus, Mr. Norell was a Principal and Managing Director at Cohen & Company where he served as Head of Capital Markets and subsequently led the Alternative Assets effort. Prior to joining Cohen & Company in February of 2006, Mr. Norell was a Managing Director and Co-Head of US Structured Credit Products at Merrill Lynch. Before that he was a Vice President and investment banker in the Credit Products Group at Credit Suisse. Mr. Norell began his career as an attorney at Cadwalader, Wickersham & Taft in 1998. Educated in Europe and the U.S., Mr. Norell has a BSBA from IUM in France and a J.D. fro ... (view full description)
Executive & Chief Economist
Dr. Frank Nothaft is chief economist for CoreLogic, America’s largest provider of advanced property and ownership information, analytics and data-enabled services. He leads the economics team responsible for analysis, commentary and forecasting trends in global real estate, insurance and mortgage markets.
Before joining CoreLogic Frank served in a variety of leadership positions with increasing responsibility at Freddie Mac. Most recently, he was vice president and chief economist responsible for forecasts, research and analysis of the macro economy, housing and mortgage markets.
Prior to Freddie Mac, Frank was an economist with the Board of Governors of the Federal Reser ... (view full description)
Chief Executive Officer
Beth O’Brien is the Founder and CEO of CoreVest American Finance (“CoreVest”), the leading private lender to residential real estate investors. CoreVest was founded in 2014 to address the unique needs of investors in the single-family rental and bridge loan space who were not served well by either commercial or residential products. Under Beth’s leadership, CoreVest has closed over $3.5B in loans in that market and have issued over $1B in single-family rental bonds including the inaugural deal with Freddie Mac. Previously, Beth was Executive Vice President at Auction.com, where she ran residential capital markets, and was President of AuctionFinance.com, where she ran the financing strateg ... (view full description)
Bank of America Merrill Lynch
Theresa joined Merrill's research team in 1998. She provides credit, prepayment and relative value analysis in the ABS sector. Immediately prior to joining Merrill, Theresa spent 12 years in the Investment Department at Metropolitan Life Insurance Company.
During most of that time, she managed MetLife's $5.5 billion ABS portfolio and $1.5 billion non-Agency MBS portfolios. At MetLife she also worked in their portfolio management and corporate private placement groups. Before joining MetLife, she spent several years in the mortgage department of a thrift institution and a mortgage banking company.
Theresa earned her MBA from Fordham University in 1991.
Senior Vice President, ABS Trading
Thomas Oh is Senior Vice President of Asset Backed Trading at Lloyds Bank North America with a primary focus on Consumer ABS products. Prior to joining Lloyds in Aug 2015, he was a Director and a Consumer ABS Trader at RW Baird from 2011 and has held similar posts at both Sandler O'Neill and Credit Suisse. Mr. Oh has over 10 years’ experience trading Asset Backed Securities following completions of his MBA from NYU Stern School of Business and Bachelor of Science from Cornell University.
Senior Vice President, Master Servicing
Michele Olds is a Senior Vice President at Nationstar Mortgage LLC "Nationstar" in Denver, Colorado. Michele manages the Master Servicing division at Nationstar. She has 22 years of experience in master servicing and SBO2000 and has been with Nationstar (successor by acquisition to Aurora Loan Services LLC) since 2005.
Prior to joining Nationstar, Michele managed the Master Servicing division at JPMorgan Chase. She also worked at Credit Suisse and First Union (Wachovia). She works with Servicers, Trustees, and Investors on RMBS securitizations and whole loan transactions. Michele is significantly involved with industry partners through her involvement with the Structured Finance Indust ... (view full description)
Senior Vice President & Head of Capital Markets
Senior Vice President, Finance & Head of Capital Markets
Jon Olsen serves as Senior Vice President, Finance and Head of Capital Markets for Invitation Homes (NYSE: INVH). Reporting to the Chief Financial Officer, Mr. Olsen leads the Financial Planning & Quantitative Analysis Group, a team of 18 professionals responsible for all Capital Markets, Financial Planning & Analysis, and Business Analytics activities. Mr. Olsen also has significant responsibility for the evaluation and execution of various strategic initiatives.
Since joining Invitation Homes in June 2012, Mr. Olsen has been responsible for the execution of over $23 billion ... (view full description)
Francisco Paez is a Director in MetLife's Investments department. He joined MetLife in 2003 at its Latin American regional investments office in Santiago, Chile, where he had roles including responsibilities for structured finance and private equity investments. Francisco joined MetLife’s Structured Finance Group in Morristown, NJ, in 2007, where he’s had roles covering CMBS and ABS globally, as well as non-US RMBS.
Prior to MetLife, Francisco spent 6 years at Citibank in Latin America, where he had various relationship management, product management and sales responsibilities.
Francisco is a Chartered Financial Analyst.
He earned his B.B.A. from th ... (view full description)
Vice President Portfolio Manager, Co-Head of Mortgage and Structured Finance; Chairman, FIIN
Loomis Sayles & Company
Alessandro Pagani is a vice president of Loomis, Sayles & Company. He is the head of securitized assets for the fixed income group, leading his team in developing investment strategies for mortgage pass-through, asset-backed, residential and commercial mortgage-backed securities across all fixed income products.
He is also a co-portfolio manager for the Loomis Sayles securitized investment strategies. With 18 years of investment industry experience, Alessandro joined Loomis Sayles in 2008 from Cambridge Place Investment Management, a specialty manager of credit sensitive structured securities, where he was co-head of global research and credit. Alessandro was also a director ... (view full description)
Senior Vice President, Credit Risk Transfer
Kevin Palmer is SVP of Credit Risk Transfer at Freddie Mac. He is responsible for Credit Risk Transfer (CRT) for the Single Family business. In this capacity he leads all CRT efforts including the STACR securitization, Mortgage insurance, ACIS reinsurance, FWLS and other front end risk transfer offerings. In addition he is responsible for the Single Family costing process that assists in guarantee pricing.
Since 2001 Kevin has served in a variety of other positions at Freddie Mac including whole loan trading, non-agency ABS portfolio and risk management.
Kevin holds an MBA in Finance from Virginia Tech and a BA in Economics from Weber State University.
Manager, Derivatives and Structured Finance
Toyota Financial Services
Bill Pang is Manager, Derivatives & Structured Finance at Toyota Motor Credit Corp (TMCC). He is responsible for TMCC’s structured finance and structured notes funding programs. Prior to his current position, he managed TMCC’s portfolio hedging strategy and debt related hedges (including structured deals, basis trades and USD & cross currency benchmarks). Bill holds an MBA in Finance from The Anderson School at UCLA and a BS in Mechanical Engineering from Carnegie Mellon University.
Aashh Parekh is a Director in the Structured Securities Research area of the Global Public Markets Group at TIAA-CREF.
Sonal Patel is currently the US and Americas Business Development Group Head for Corporate Trust. She works with collateral managers, hedge funds, private equity firms, investment banks, corporations, and law firms to develop a portfolio of Corporate Trust services. She focuses in the areas of structured finance, loan and debt solutions. She is a key thought leader within BNY Mellon with a strong view on evolving client and market needs. She also serves on BNY Mellon’s WIN Executive Committee, an employee resource group that promotes women’s career development.
Ms. Patel joined BNY Mellon in 2000 and has since held numerous key business development roles In Corporate Trust. He ... (view full description)
Mehul is a Director in KPMG’s Securitization Practice and has over 15 years of securitization and valuation experience in modeling and managing structured and non-structured securities transactions for various clients. Mehul has provided attestation services on over 200+ securitization transactions across a variety of asset classes, such as non-agency residential (sub-prime, QM and non-QM, NPL/RPL, reverse mortgages), single family rental, personal, and equipment loan transactions, and other esoteric ABS assets. Mehul is also involved in the firm’s Data & Analytics practice developing a digital labor application to assist financial institutions in optimizing their loan selection decision ... (view full description)
Neptune Financial Inc
No biography specified
Senior Managing Director
Matthew Perkins is a Senior Managing Director and Head of Asset Backed Securities (ABS) and Residential Mortgage Backed Securities (RMBS) Banking at Guggenheim Securities, LLC.
Prior to joining Guggenheim in July 2008, Mr. Perkins was a Senior Managing Director and Co-Head of ABS and RMBS Banking at Bear, Stearns & Co. Inc., where he had worked for 15 years.
Since 1993, Mr. Perkins has served as lead or co-lead manager on 354 term ABS and RMBS securitizations, with an aggregate issuance amount of $150.7 billion.
Mr. Perkins holds a degree in Finance and Economics from Babson College, where he completed a four-year program in three years with High Distinction.
Managing Director & Portfolio Manager
Justin Plouffe is a Managing Director and Portfolio Manager with Carlyle Global Market Strategies. He is based in New York. Mr. Plouffe focuses on structured credit investing, liability management, and the issuance of Carlyle-sponsored collateralized loan obligation (CLO) funds in the U.S. and Europe. Since joining Carlyle in 2007, he has been actively involved in Carlyle’s acquisitions of corporate credit management platforms, served as portfolio manager for CLO investments, developed proprietary portfolio management analytics, and negotiated a wide variety of financing facilities.
Prior to joining Carlyle, Mr. Plouffe was an attorney at Ropes & Gray LLP. He has also se ... (view full description)
Andrew P. Pontano, a partner in Dechert's global finance practice, focuses his practice on asset-backed financing and securitization. He advises clients regarding public and private securities offerings and other complex finance transactions involving a wide range of asset classes, including auto loans and leases, credit card, equipment lease and trade receivables, residential mortgage loans and mortgage servicing rights and whole business securitization. He has represented lenders, borrowers, asset originators and servicers, ABCP conduits, issuers, underwriters, placement agents, trustees, rating agencies and others.
In addition to structured finance transactions, Mr. Pontano re ... (view full description)
Credit Suisse Asset Management
John G. Popp is a Managing Director of Credit Suisse in the International Wealth Management division, based in New York. He is the Global Head and Chief Investment Officer of the Credit Investments Group (CIG), with primary responsibility for investment decisions, portfolio monitoring processes and business development for CIG's global investment strategies.
As of June 30, 2016, CIG had assets under management of approximately USD 39.2 billion. Mr. Popp serves as the President and Chief Executive Officer of the Credit Suisse Funds, the Credit Suisse Asset Management Income Fund, Inc. and the Credit Suisse High Yield Bond Fund. Mr. Popp is also a member of the Credit Suisse Glo ... (view full description)
GreensLedge Capital Markets LLC
David is Managing Director of GreensLedge Capital Markets, a leading boutique investment bank focused on the alternative credit markets. Prior to joining GreensLedge, he was associated with Natixis Capital Markets for eight years as Managing Director and Deputy Head in the US Structured Credit and Conduits Group, where he led the CLO arranging and Credit Solutions business. From 1998 to 2003, he was managing director and co-head of the CLO group at CIBC World Markets.
Prior to that, he was a vice-president and senior analyst at Moody's Investor Service and he started his career as a associate at Skadden, Arps, Slate, Meagher & Flom. He has a BA in American Studies from Cor ... (view full description)
David Preston, CFA, is a managing director in the Structured Products Research group at Wells Fargo Securities. He covers CLOs and Commercial Asset-Backed Securities. Before joining Wells Fargo, he served as a fixed income strategist with Raymond James & Associates. In addition, Dave served in the U.S. Army as an infantry officer. He earned a BA in English from The Citadel, The Military College of South Carolina, and an MBA from Tulane University.
The Wells Fargo CLO Research team has been ranked #1 in Institutional Investor’s All-America Fixed-Income Research survey in 2013, 2014, 2015, 2016 and 2017.
The Wells Fargo CLO Research team was also ranked #1 Most ... (view full description)
Mia (Yinuo) Qian is an Executive Director on the Morgan Stanley Securitized Products research team, responsible for the Global CLOs coverage. Before joining the research team, she worked as a desk strategist in the CLO trading team for two years. She also has experience in European ABS research. Mia graduated from Massachusetts Institute of Technology with BS degrees in EECS and finance, and an M.Eng in electrical engineering. She is a CFA charterholder and a member of the CFA Institute.
Portfolio Manager, Co-Head of Mortgage and Structured Finance
Loomis Sayles & Company
Dmitri Rabin is a vice president of Loomis, Sayles & Company. He is the co-head of the mortgage and structured finance group, with a focus on coordinating of the firm’s research and trading capabilities in this area. Dmitri co-leads the group in developing and implementing investment strategies for asset-backed securities, commercial and residential mortgage-backed securities and covered bond sectors across all fixed income products. He is also a co-portfolio manager for securitized credit investment strategies.
Dmitri has 18 years of investment industry experience. He joined Loomis Sayles in 2008 and has been a strategist responsible for global residential real estate, RMBS ... (view full description)
Peter Raith, Portfolio Manager in the Mortgage and Real Estate Strategies Group at Neuberger Berman. Peter joined the firm after a 17 year career in the Mortgage and Structured Products divisions at Morgan Stanley, Lehman Brothers, and most recently, Bank of America. Prior to his career in fixed income, Peter spent several years in the management and leasing of commercial real estate. Peter earned a BS in finance from the University of Kansas and an MBA from Loyola University of Chicago.
Senior Vice President
Eric Rapp is a Senior Vice President at DBRS, Inc. where he focuses on rating asset backed bonds including unsecured consumer lending, internet based lending, small business lending, and insurance linked securities. Prior to this Mr. Rapp worked Fortress Investment Group where he ran asset management and portfolio analytics for the ABS/MBS Desk.
Previously he held portfolio analytics and modeling roles at GMAC/RFC and Deerfield Capital where he designed and implemented models to manage both credit and interest rate risk in a variety of MBS portfolios. He started his career as an Econometrician at QRM where he designed quantitative credit models for both commercial and consumer as ... (view full description)
Chief Executive Officer
Bill Rayburn has served as chairman and CEO since the company's founding. Rayburn co-founded two other successful ventures—a residential real estate development company, and a seminar and training company. He also served full-time on the finance faculty at the University of Mississippi for 12 years where he taught graduate courses in financial institutions and real estate investment analysis. Rayburn holds a doctorate in finance, is a Chartered Financial Analyst (CFA) and an MAI (inactive).
Richard Reilly has a broad securities practice focusing on investment fund formation and structured finance in the United States and Europe.In the investment funds area, he represents credit-oriented hedge fund and private equity fund managers. Richard also has significant experience with securitizations, structured financings and derivative products.Richard has over fifteen years of experience acting as deal counsel and collateral manager counsel on US and European CLOs and has been involved in some of the most important acquisitions and sales of CLO platforms and credit fund managers. Most recently, Richard has become extensively involved in re-emergence of the US a ... (view full description)
Vice President, Credit Risk Transfer
Mike is the co-lead of Freddie Mac’s Single-Family Credit Risk Transfer (CRT) program. CRT includes the STACR family of credit securities, a multi-billion dollar securitization program that transfers mortgage credit risk to private investors. Mike has over 20 years of GSE experience and joined Freddie Mac in 2012. Previously, Mike was Vice President of strategic initiatives at Fannie Mae where he developed a servicer advance funding facility. Mike also worked on and integration of Automated Underwriting into lender Loan Origination Systems. Mike has a Master of Science degree in Finance from George Washington University and a Bachelor of Science degree in Business Administration from Northe ... (view full description)
Senior Vice President
Jon Riber is a Senior Vice President for DBRS and has managed the company's student loan ABS team since 2011. Jon has rated the majority of student loan asset-backed securities (ABS) transactions brought to the capital markets over the past several years, including all of the transactions issued by student loan refinance lenders in the fintech space.
Jon has also rated several warehouse lending facilities and conduits provided by investment banks in the sector. Jon has developed and maintains the DBRS methodologies and criteria for the rating of federally funded and private student loan securitizations.
Jon acts as a voting member on the DBRS Rating ... (view full description)
Chief Executive Officer
As CEO and CFO of Petra Partners, Nicole Rothschild oversees all strategic, managerial and financial aspects of the firm, in addition to her role as Managing Partner of her familys NY-based Rothschild Family Office. Nicole also manages her familys MEIT Realty business, which owns and operates multi- family, office and retail property in the NY tri-state area and along the US East Coast. Prior to joining MEIT Realty in 1995, Nicole worked as a staff accountant at Ernst & Youngs Kenneth Leventhal real estate group, focusing on forensic accounting related to the failures of MBS hedge funds. Nicole graduated summa cum laude with a Bachelor of Science degree in Accounting and Economics from N ... (view full description)
Mary is owner and Principal of Rottman–Associates, a renewable energy and financial consulting firm located in San Francisco, California.
Mary works with renewable energy developers, manufacturers, entrepreneurs, finance and private equity companies on a variety of strategic assignments assisting them overcome funding and operations challenges. She has over 25 years experience in financial services and renewable energy industries.
Alongside her consulting work, Mary was a founder of and served as President and member of the Board of the Solar Energy Finance Association (SEFA), a non-profit industry trade association focused on expanding the availability of capita ... (view full description)
Managing Director, Global CDO & European ABS Strategy
Ratul heads Citi's global structured credit and European securitized products research teams. Ratul has been involved with the structured credit business for the last 14 years - as a strategist, structurer, and a rating agency analyst.
Before taking on his current role, Ratul structured CDOs at Citi, and prior to that, structured emerging-markets linked products at UBS where he was an Executive Director.
He is co-author of The Structured Credit Handbook and the team's flagship publications Global Structured Credit Strategy and European Securitized Products Weekly plus one-off thematic notes.
Vice President REO and NPL Sales
John Ryan Jr., VP CPM - REO & NPL Sales, Credit Portfolio Management Real Estate
Mr. Sallerson focuses on the CLO market at Moody’s Analytics via the further development of the Structured Finance Portal and related research. Mr. Sallerson began his finance career in the Corporate Finance Department at Nomura Securities where he executed numerous debt, equity and derivative transactions as well as a variety of domestic and international structured financings. At Bear Stearns for 14 years, Mr. Sallerson structured transactions for a variety of collateral types with an emphasis beginning in 1995 on CLOs and CSOs. He was a founding member of the CLO group at Bear. Subsequent to Bear, he ran Mitsubishi UFJ Securities (USA)’s CLO effort and advising its parent (BTMU) on it ... (view full description)
New York Life Investors
Mr. Saltaformaggio is a Director in the Structured Products Group at NYL Investors and is responsible for investing in CLOs on behalf of the General Account and Third Party Portfolios. He also has experience investing in Asset Backed Securities as well as Short Term Interest Rate Securities. Mr. Saltaformaggio joined New York Life Investments in 2004 as an Assistant Trader and Portfolio Analyst in the High Yield Group until 2011. Prior to joining New York Life Investments, Mr. Saltaformaggio was an Associate at New York Life Insurance Company in the Variable Annuity business. Mr. Saltaformaggio received a B.A. in Economics from Seton Hall University and an M.B.A from Fordham University.
President & Chief Operating Officer
Pretium Partners, LLC
Curt Schade, President and COO
Pretium Partners/Progress Residential
Curt Schade is co-founder, President and Chief Operating Officer of Pretium Partners, an investment management company focused on residential real estate asset related opportunities. Pretium manages Progress Residential, a private REIT with over 17,000 single-family rental homes and Pretium Mortgage Credit, a non-performing loan investment fund with the ability to retain both re-performing loans and REO for rental.
Prior to launching Pretium, Curt was a partner in Pinebank Asset Management, a long/short distressed credit hedge fund and prior to that, a partner in the leveraged finance gr ... (view full description)
Dan Schaeffer has been working
in the business for over 12 years. He spent 7 years at Deutsche Bank before
moving to MKP Capital, a prominent structured credit hedge fund in 2008 where
he was a Managing Director and senior portfolio manager of ABS and CLO products.
He produced 20% returns. He joined Mizuho in 2011 as head of ABS trading.
Manager, Capital Markets
CNH Industrial Capital
Ms. Schlueter joined CNHI in 2008, and is responsible for issuance of public and private ABS and unsecured bonds, obtaining bank/conduit lending and procuring credit lines for CNH Industrial and its North American captive finance subsidiary, CNH Industrial Capital LLC, as well as acting as the rating agency liaison for the company. CNH Industrial is a major manufacturer of agricultural, construction and commercial equipment throughout the world, with about $25 billion in revenues and 64,000 employees. CNH Industrial Capital currently finances approximately $13.5 billion of equipment purchases, and has issued over $45 billion in asset-backed securities since 1992. Ms. Schlueter's responsib ... (view full description)
Senior Vice President
Renee Schultz is Fannie Mae’s Senior Vice President – Capital Markets, reporting to the Executive Vice President and Head of Single-Family Business. Ms. Schultz manages Fannie Mae’s Capital Markets Pricing and Sales Desk, the Credit Risk Transfer program, and the Whole Loan Conduit. Her teams are responsible for providing liquidity to lenders and the broader capital markets through establishing and implementing credit pricing terms, executing strategies to transfer credit risk associated with Fannie Mae’s single-family guaranty business, trading mortgage-backed securities (MBS) with capital markets participants, purchasing and subsequently securitizing whole loans, and purchasing pools and w ... (view full description)
Senior Vice President & Treasurer
Dave Schulz is Vice President and Corporate Treasurer at OneMain Holdings Inc. (formerly Springleaf Financial Services), the largest personal finance company in the U.S. providing loan products to customers nationwide.
Schulz joined the new OneMain in 2013. Since joining the company, he has focused on liquidity, capital and balance sheet management, capital markets, rating agencies and debt investor relations.
Prior to joining the new OneMain, Schulz spent six years as Capital Markets Leader for Consumer Finance at GE Capital. He was also Treasurer of Volkswagen of America/Canada and Head of Asset Backed Securities at Volkswagen Bank GmbH in Germany. Before his 10 ... (view full description)
Pat is responsible for introducing Wilmington Trust’s full array of trust and agency services to corporations and financial institutions throughout the country and in several off-shore jurisdictions. She specializes in asset-backed securitizations for all asset classes as well as services specific to special purposes entities, including those utilized by Hedge Funds, Private Equity, and the Commercial Real Estate industry.
Pat is an active participant in the Structured Finance Industry Group and is a member of its Board of Directors. She is a past board member of the American Securitization Forum and a previous chair of its Communication and Education Committee. She is a frequen ... (view full description)
Senior Vice President, Government Solutions
Faith is responsible for establishing the CoreLogic
Government Solutions business, while also managing public policy and
establishing an office for CoreLogic in Washington DC. She contributes to policy maker education and
thought leadership. Prior to joining
CoreLogic, she started and led the financial crisis coalition, HOPE NOW
Alliance, created in 2007 to bring together, servicers, lenders, investors,
Federal Reserve Banks, Government agencies,
and government-sponsored enterprises (GSEs) to help homeowners in
distress stay in their homes. This
effort measured over 6 million families assisted through loan modifications ... (view full description)
Managing Director & Portfolio Manager
Napier Park Global Capital
Serhan Secmen is a structured credit Portfolio Manager for Corporate Credit Strategies at Napier Park Global Capital (“Napier Park”). Mr. Secmen manages various vehicles that invest in structured credit instruments. Napier Park separated from Citigroup’s alternative investment arm, Citi Capital Advisors (“CCA”), in February 2013.
Prior to joining CCA in August 2008, Serhan was a CLO trader at Lehman Brothers. Prior to his post at Lehman Brothers, he spent several years in Texas as a project manager focusing on special project financing.
Since 2006, Serhan has also been involved in various industry forums and networks, including the investor roundtables for Moody's, S&P, and F ... (view full description)
New York Life Investors
Scott currently runs New York Life Investment Management's Structured Finance Group. His responsibilities include managing a team of 5 investment professionals responsible for investing in Non Agency Mortgage Backed Securities, Public Asset Backed Securities and a diverse set of Esoteric Securities.
In addition, Scott and his team actively manage approximately a $15 Billion portfolio. Scott has held this position for five years. Prior to New York Life Scott held several key positions in Structured Finance as a credit analyst and portfolio lender spanning over a 20 year career.
Background Mr. Sepci has 18 years of experience serving the financial services, commercial banking, mortgage banking, and consumer finance industries. He is a co-leader of the national Mortgage and Consumer Lending Operations Practice comprised of over 100 professionals. Mr. Sepci is based in Southern California and prior to joining KPMG, in 1999, he worked in the Audit and Structured Finance practices of Arthur Andersen, LLP in NYC. Professional and Industry Experience Mr. Sepci serves numerous financial services clients including specialty finance companies, mortgage banks, insurance companies, consumer/commercial/investment banks, loan servicing, and captive fin ... (view full description)
New York Life Investors
Elena joined the Structured Finance Group at New York Life Investors LLC in May 2015. She is focused on originating, structuring and executing financing transactions in Transportation and other non-traditional assets.
From 2011 to 2015, Elena was a Director in the Transportation Group at BNP Paribas, where she was responsible for relationship management and financing solutions for aviation, railcar and container leasing companies. Prior to that, Elena was at Standard & Poor’s in the Esoteric ABS team focusing on transactions secured by various non-traditional assets (structured settlements, tobacco settlements, timeshare loans, transportation leases and loans).
... (view full description)
Frank is a subject matter expert in regulation as it relates to securitizations, structured products and related areas providing global advisory services to our banking, insurance, investment management and private equity clients for over 26 years. He has assisted companies in developing and executing financing strategies, financial reporting, mergers and acquisitions, surveillance, and due diligence in both the debt and equity sectors.
Frank has extensive experience in valuation, accounting, tax, financial and regulatory reporting, bookings and controls functions, He has led various advisory assignments with regard to the design, structure and implementation of bad bank valu ... (view full description)
Mayer Brown LLP
Louis Shansky is a Banking & Finance partner in Mayer Brown's New York office. His practice includes representation of domestic and international banks, issuers, borrowers, lenders, structuring agents and other parties in a variety of matters. Louis has represented clients in connection with various structured finance transactions, including secured loans, commercial paper conduit transactions, purchases and sales of financial assets and public and private securitizations. Louis has also represented lenders and structuring agents in connection with several debtor-in-possession financings.
Louis has experience with several different classes of asset-backed financings, ranging ... (view full description)
Mr. Shea joined MUFG in December 2013. Mr. Shea has over 20 years of experience in Structured Products working with a broad mix of issuers across many structures (Loan, Bond, L/C, CDS, TRS & Repo) under a diverse set of circumstances (acquisition finance, corporate recapitalizations, distressed/rescue finance & short/long-term funding situations). Prior to joining MUFG, Mr. Shea formed his own advisory firm focused on the specialty finance sector and was the CRO for a subprime auto finance company. Mr. Shea also worked at UBS where he was the co-head of the ABS Capital Markets & Financing Business in the U.S. Prior work experience also includes Deutsche Bank, Prudential Investme ... (view full description)
Co-Head of RMBS Research & Head of Mortgage Modeling
Ying Shen is a director and co-head of RMBS research at Deutsche Bank whose research focuses on non-agency MBS strategy, the U.S. housing market and mortgage modeling. Before joining DB in 2007, Mr. Shen led quantitative trading strategy efforts for securitization business at Goldman Sachs and JPMorgan. Mr. Shen received his Ph.D. in mathematics from Stanford University and his BS from University of Science & Technology of China.
Senior Portfolio Manager
Mr. Shinoda joined DoubleLine in 2009. He is part of the portfolio management and trading team specializing in trading mortgages and mortgage credit securities. He also participates on the Fixed Income Asset Allocation committee. Prior to DoubleLine, Mr. Shinoda was a Vice President at TCW for the past six years where he also worked in portfolio management and trading. Mr. Shinoda graduated from the University of Southern California with a BS in Business Administration. He is a CFA charterholder.
Director of Securitization
Opus Capital Markets
William Shuey is Director of Securitization at Opus CMC. Shuey is responsible for operational oversight of the securitization processes with a focus on assuring the delivery of high quality, compliant solutions to the RMBS market. Shuey has more than 30 years of mortgage industry experience working with prominent Wall Street firms and banking institutions to establish objectives and processes around mortgage due diligence and the secondary market. Prior to joining Opus CMC, he was the Due Diligence Manager at Accenture assigned to Morgan Stanley.
Chief Financial Officer
First Financial Bank USA
Gregg Silver is President of 1st Financial Funding & Investment Corporation, a wholly-owned subsidiary of 1st Financial Bank USA, the nation's 31st largest credit card issuer. Since taking over this position in 1999, he has completed more than $5 billion worth of securitizations in more than 40 transactions. In 2010, Gregg was promoted to the position of Chief Financial Officer of 1st Financial Bank USA. He is responsible for all of the capital markets, funding and accounting functions for the bank.
Prior to joining 1st Financial, he ran the NY ABS department for The Dai-Ichi Kangyo Bank, Limited, now part of the Mizuho Financial Group, for 5.5 years. There he c ... (view full description)
Deloitte & Touche LLP
Guy is a partner in the Advisory practice and leads the Securitization business. He oversees Deloittes transaction-related services, including asset level reviews, financial projection modeling and financial technology. Guys experience includes mortgage-backed products in residential and commercial real estate, a variety of asset products ranging from automobiles to corporate loans, and more esoteric asset classes such as aircraft leases for both global and domestic clients. Guy also serves as the Global Securitization Leader of the Americas.
Amit has 17+years of financial markets experience across products and geographies. FixedIncome transactions include, in developed and emerging markets, capital marketsexecution of structured credit transactions (e.g. ABS, securitized bonds),credit-linked / credit derivative transactions, high-yield, high-grade bonds,bank debt, and FX and Rates derivatives. Equity transactions include IPOs,follow-on/secondary offerings, equity linked / convertibles, and private equitytransactions. Principal investments include origination, acquisition andstructured disposition (in both cash and synthetic form) of financial assets.M&A experi ... (view full description)
Kroll Bond Rating Agency
Cecil Smart, Jr. is a Senior Director covering commercial and non-traditional ABS at Kroll Bond Rating Agency Inc. At Kroll, Cecil covers transactions in various asset classes including residential and commercial solar, PACE, and cable distribution and broadcast television rights.
Prior to joining Kroll, Cecil was a consultant providing structural alternatives for mortality based transactions. Prior to that, he was a vice president at DZ Bank specializing in structured credit transactions for non-traditional assets and first time entrants to the capital markets.
Michael is a partner in the in the Structured Finance practice of the Securities and Derivatives Group, which has acted on over 240 European CLOs and CDOs. Michael's practice focuses on structured finance, securitisation, capital markets and derivatives. He has worked on several innovative structured finance transactions including the first euro-denominated CLO and numerous others.
Associate Director, Capital Policy
Federal Housing Finance Agency
Dr. Smith currently is a Senior Executive at the Federal Housing Finance Agency (FHFA) responsible for capital policy, including developing new risk based capital requirements applicable to the Federal Home Loan Banks and any successors to Fannie Mae and Freddie Mac. Additionally, he has served as the FHFA lead in coordinating the efforts of Fannie Mae and Freddie Mac to develop the risk-transfer products known as CAS and STACR.
Previously, he worked on capital and mortgage purchase program issues for both the FHFB and OFHEO, predecessor agencies to FHFA. He received a Ph.D. in economics from the University of Virginia.
Scott Snell, Managing Director, is Co-Head of the US CLO business within Global Fundamental Credit at BlackRock. He is a portfolio manager on the Bank Loans portfolio team specializing in CLO secondary and new-issue securities.
Prior to joining BlackRock in 2012, Mr. Snell was a Principal at Oak Hill Advisors for four years where he traded CLOs and other structured credit products. Mr. Snell also worked at Lehman Brothers for six years, most recently as a CLO trader/portfolio manager in the Structured Credit Investments Group.
Mr. Snell earned a BS from the University of Texas and an MBA from the University of Michigan.
Co-Founder & Chief Product Officer
David Snitkof is a co-founder of Orchard and leads the company’s product, analytics, and marketing teams. David’s analytical leadership experience spans multiple industries, most notably consumer and small business credit, in addition to technology, travel, and healthcare. Prior to starting Orchard, David was SVP for small business risk analytics at Citigroup, managing underwriting and credit strategy for a multi-billion-dollar credit portfolio. At American Express, he played a key role in the development of new consumer card products and partnerships and also developed the underwriting criteria used to approve or decline billions of dollars in new credit. David also was head of analytic ... (view full description)
Chief Executive Officer
Michael has over 25 years of experience in the legal, financial services, and entertainment fields, including roles in management, sales and marketing, business development, compliance, and operations. He was the Founder of Loanio, an early entrant to the U.S. peer-to-peer lending market, and served as its Chief Executive Officer from inception in 2006 until 2010. Prior to Loanio, he Co-Founded and became President of Omnilaw Legal Plans, Inc., a company that provides affordable access to legal and financial services. At Omnilaw, Mr. Solomon was instrumental in the development of product offerings, operations, and legal compliance, as well as with the company's marketing and sales initiative ... (view full description)
Pine Brook Partners
Mr. Srikrishnan joined Pine Brook in September 2015 and is a managing director on the financial services investment team. He is also a member of the Investment Committee.
Mr. Srikrishnan has 15 years of financial services investment and operating experience. Before joining Pine Brook, he was a managing director at Five Mile Capital Partners, where he was responsible for leading the firm’s financial services investment activities. Mr. Srikrishnan previously served as a principal of Lee Equity Partners, where he focused on making financial services private equity investments. Additionally, he was a co-founder and managing director of NewStar Financial, Inc., a private equity-backed middl ... (view full description)
Paul St. Lawrence
Cleary Gottlieb Steen & Hamilton LLP
Paul St. Lawrence is a partner in the Washington, D.C. office of Cleary Gottlieb. His practice focuses on structured finance and securitization, asset-based finance and derivative products, and related regulatory advice. He has extensive experience representing both the sell-side and buy-side in collateralized loan obligation transactions, esoteric securitizations, derivative-based financings and transactions utilizing other complex financial instruments.
Paul recently advised Verizon in its first cell phone securitization transactions, establishing a multi-billion dollar cross-border facility to sell cell-phone receivables to ABCP conduits. He was deal counsel on a series of securitiz ... (view full description)
Ryan has been in the Structured Credit Group at Deutsche Bank for 17 years with management duties including overseeing all aspects of the residential and small balance commercial mortgage business including term securitizations, warehouse lending, M&A and advisory assignments and distressed whole loan purchases for the United States and Canada.
He has particular expertise in the non-agency, sub/non-performing, REO and single family rental sectors and has clients ranging from US government agencies to specialty finance companies, REITs, hedge funds, private equity firms and large banks. Prior to joining Deutsche Bank, Ryan worked for 2 years at PaineWebber in the Municipal ... (view full description)
Securities and Exchange Commission
Michelle Stasny is a Special Counsel in the Office of Structured Finance in the Division of Corporation Finance of the Securities and Exchange Commission. Among other things, OSF reviews asset-backed securities disclosure documents and is also primarily responsible for drafting releases, answering questions, and providing interpretive advice related to asset-backed securities. As Special Counsel, Ms. Stasny has been involved in the drafting of several Commission releases, including 2014 releases relating to Regulation AB and nationally recognized statistical rating organizations. Ms. Stasny was previously an associate in the Banking and Finance group at Jones Day. She received her law de ... (view full description)
Senior Policy Advisor for Housing
The White House | National Economic Council Executive Office of the President
Dr. Michael A. Stegman joined the White House/National Economic Council
staff in May 2015 as Senior Policy Advisor for Housing, following three and a
half years of serving as Counselor to the Secretary of the Treasury for Housing
Finance Policy. As Senior Policy Advisor, he is responsible for coordinating administration
policies on housing finance reform, access to credit and other housing issues. He
chairs an interagency committee in these areas, and coordinates with other
agencies and offices within the Executive Branch, in particular with the
Department of Housing and Urban Development, the National Economic Council, the
Domesti ... (view full description)
Eli Stern is a principal in Ernst & Young LLP’s Financial Services Organization (FSO) in the Advisory Services practice and is based in New York. He serves as the FSO Advisory Blockchain Leader, working with financial institutions on building out blockchain-based platforms and approaches and managing the corresponding risks. Eli and his team also work with financial institutions planning to create digital assets, such as cryptocurrencies, or issue digital tokens as a fundraising mechanism.
Eli also co-leads FSO Advisory’s Structured Finance Advisory Services (SFAS) practice, where he focuses on serving financial services institutions in the se ... (view full description)
Winston & Strawn LLP
Jeffrey Stern, a partner in Winston & Strawn LLP’s New York office and co-chair of the firm’s Structured Finance Practice, has more than 20 years of experience in structured finance and derivatives and has completed asset-based financings, securitizations, structured credit transactions, and derivatives transactions involving an exceptionally wide range of asset types. His practice includes energy structured finance (including commercial and residential PACE finance), derivatives documentation, collateralized loan obligations (CLOs), marketplace lending platforms, structured funds, cross-border trade receivables and commodity financings, structured insurance financings, and funding/advis ... (view full description)
Principal Economist, Case-Shiller
David Stiff is principal economist for the CoreLogic Case-Shiller Indexes®; in this role David directs the research and development of the quantitative valuation, home price index and forecasting models.
David has been working with the Case-Shiller Indices since 2000. Prior to that he held the position of manager of regional economics at Standard & Poor’s DRI, where he supervised the production of economic forecasts for all U.S. states, cities, and counties. Before that, he worked at S.H. Putman Associates, where he was responsible for the programming and implementation of a system of computer models used to forecast economic activity in metropolitan areas.
David graduated fr ... (view full description)
Head of Capital Markets
Paul Stockamore joined Lendinghome in June 2015 as Vice President of Capital Markets responsible for overseeing the firms off-balance sheet funding efforts and asset management. Before joining Lendinghome, Paul was at Fortress Investment Group since 2006 where he was responsible for investing across a spectrum of mortgage-credit products. He also has extensive transactional and capital formations experience of permanent capital vehicles including the launch of New Residential Investment Corp (NYSE: NRZ), a $3bn mortgage REIT. Prior to Fortress, Paul was a Vice President at Nomura Securities where was responsible for structuring and trading commercial mortgage-backed securities.
... (view full description)
Senior Vice President Capital Markets
Leo Subler is Senior Vice President, Treasury and Capital Markets at Sallie Mae Bank, where he manages its private education loan securitization program. Leo served in the same capacity at legacy Sallie Mae prior to its spinoff of Navient.
Prior to joining Sallie Mae, he worked in various securities underwriting, structured finance and leveraged finance positions at First Chicago and Banc One. He currently serves on the Board of Directors of SFIG. He holds a bachelors in economics from Dickinson College and an MBA from Duke University. Go Devils.
Discover Financial Services
Kevin Sweeney is Director, Treasury - Capital Markets for Discover. His responsibilities include management of capital markets execution both structured and unsecured debt for Discover Financial and Discover Bank. He also manages rating agency and debt investor relationship efforts.
Kevin has over 30 years of capital market experience, prior to joining DFS in 2006, he managed MBNA's US Card Securitization program.
Kevin has a BS in Finance from Villanova and an MBA from Drexel University. He is a member of the SFIG Board of Directors.
Morgan, Lewis & Bockius LLP
Charles A. (Charlie) Sweet serves as the practice development leader of the firm’s structured transactions group. His securitization experience encompasses a wide variety of asset classes, including automobile loans and leases, student loans, marketplace loans, and residential mortgages. Charlie has worked on many innovative transactions and structures, with sponsors ranging from finance arms of Fortune 500 companies to technology-driven emerging growth companies. Charlie advises clients on the federal laws and regulations affecting asset-backed securities and other structured finance products.
Charlie has represented financial industry groups in their responses to many of the re ... (view full description)
Group Vice President of Global Capital Markets
Patrick J. Tadie is Group Vice President at Wilmington Trust, N.A in the Global Capital Markets Group. He manages the group’s Global Structured Finance business, after initially leading product development, strategy, and sales.
Prior to Wilmington Trust, he was at BNY Mellon, where he was Global Head of Product, Strategy and Chief Credit Officer for the Corporate Trust group; EVP and Business Executive for the Broker/Dealers and Alternative Investments groups; EVP and Global Business Head for Derivatives; and EVP of Structured Products for Corporate Trust.
Tadie was also a Portfolio Manager at Freddie Mac, headed up Mortgage Finance at First Union, and was Business He ... (view full description)
Head of Trading
Dan Thakkar heads up the Fixed Income Trading Desk at Genworth, where he is responsible for overseeing Trading for IG Corporates, High-Yield, Municipals, Emerging Markets and Structured Sectors. Prior to this job, Dan Thakkar headed Trading for Genworths Structured Portfolio that included RMBS, CMBS and ABS.
Prior to Genworth, Dan Thakkar was with Hyperion Brookfield Asset management for three years, one of the original asset managers of residential mortgage-backed security funds, where he traded RMBS and managed a Mortgage REIT fund. Dan also spent nine years at Metlife, where he was a Agency and Non Agency RMBS pass-thru trader. Prior to that job, he traded Government and Agen ... (view full description)
Phillip Thigpen is a Director in PwC’s Financial Markets group and is based in Washington, DC. He has over 25 years of experience in mortgage finance and fixed income capital markets, where he has acted in advisory, managerial, transactional, investment and operational roles.
Mr. Thigpen specialize in structured finance, credit enhancement, liquidity strategies, the mortgage-backed securities market, and loan originations. He currently is transaction advisor to the FHA’s single-family NPL sale program.
Prior to joining PwC, Mr. Thigpen founded a boutique transaction management and strategic advisory firm and was also previously a Senior Vice President ... (view full description)
Associate General Counsel
Ford Motor Credit Company
Susan Thomas is the Associate General Counsel of Ford Motor Credit Company LLC where she oversees all legal aspects of Ford Credit’s securitization and structured financing programs globally. During her nearly 15 years at Ford Credit, she has guided the company through a period of unprecedented expansion of securitization and asset-based funding, surviving both the recent credit crisis and the new regulatory landscape impacting securitization. She also serves as the Corporate Secretary.
Prior to joining Ford in 2001, Susan was a partner at the Washington, D.C. office of a top 100 law firm, where she had a varied corporate and finance practice, inc ... (view full description)
Redwood Trust, Inc.
Matthew J. Tomiak is currently a Managing Director, employed by Redwood Trust since February 2014. Prior to joining Redwood, Mr. Tomiak was a Senior Vice President at Bank of America where he focused on mortgage liquidity and financing alternatives.
Previously, Mr. Tomiak was a founding member of 12th Street Capital, LLC, a broker dealer which eventually became a division of GFI Group Inc. and a Senior Vice President at Countrywide Securities Corporation where he was responsible for RMBS issuance.
Mr. Tomiak began his career as an attorney at Sidley Austin Brown & Wood.
Mr. Tomiak holds a B.S. degree in Business Administration from the University of Ri ... (view full description)
Standard & Poor's Ratings Services
Frank Trick is a Senior Director and Analytical Manager in Structured Finance Ratings at Standard & Poor’s Ratings Services. As part of the U.S. Asset-Backed Securities (ABS) group, Frank and his team are responsible for the assignment and timely monitoring of ratings for consumer and commercial-backed transactions, specifically student loan, credit card, unsecured consumer and rental fleet ABS.
Frank has been instrumental in the development of the current ABS Surveillance platform and exception reporting. He is also the author of numerous articles and commentaries.
Prior to his current role, Frank predominately focused on non-traditional commercial-backed transactions includ ... (view full description)
Du Trieu is a senior director in Fitch Rating’s asset-backed securities group. He primarily focuses on rating commercial and consumer loan-backed securities, specifically transactions backed by assets including equipment lease and loan, timeshare loans, dealer floorplan, and utility tariff/stranded cost ABS. He also has been involved in transactions backed by prime auto loans and auto leases. Du is also responsible for research, and develops and publishes criteria and research reports on commercial and auto-related consumer assets. Du has been employed at Fitch for 17 years and earned a BBA in finance and minor in communication studies from The University of Iowa.
Mayer Brown LLP
Angela Ulum concentrates her practice in structured finance. She is experienced in representing issuers, borrowers, and commercial and investment banks in a variety of securitization and other structured finance transactions.
She has represented clients in private and public asset-backed securities offerings, commercial paper-funded facilities and other forms of financing involving a wide variety of assets, including auto leases, auto loans, equipment leases, home equity loans and trade receivables.
According to Chambers USA, Angela "is an 'up-and-coming presence in the auto loan space,' sources say. She also has expertise on transactio ... (view full description)
Managing Director, Structured Products Portfolio Manager
Credit Suisse Asset Management
Mr. Vardi is a Managing Director of CSAM, based in New York. Mr. Vardi is a Portfolio Manager for CIG,responsible for analyzing, trading, and managing structured products. In addition, Mr. Vardi runs the new issue CLO formation efforts for CIG. Mr. Vardi began his career in leveraged finance research – portfolio strategy at Credit Suisse First Boston. Subsequent to his work in that group, Mr. Vardi was a founding member of the Leveraged Finance Strategy and Portfolio Products team at Credit Suisse. Mr. Vardi received his BS and BA from the Wharton School of the University of Pennsylvania where he graduated summa cum laude from a dual-degree program
Director, Asset Finance & Securitization
David Vener is a Director on the Credit Solutions Desk in New York focused on CLO structuring. Prior to joining the desk in 2007, David worked on the Structured Credit Sales desk starting in 2006 after graduating with a Ph.D. in Applied Mathematics from the Massachusetts Institute of Technology. Prior to his work in CLOs, he was a key member of deal teams who restructured assets in BNP Paribas’ legacy portfolio and provided structuring advisory services to financial institutions on topics related to the structured credit market, including portfolio hedging and capital optimization.
David attended Georgia Institute of Technology where he graduated with a Bachelor of Science ... (view full description)
Ernst & Young LLP
Siddharth is a manager in the Banking and Capital Markets team within EY’s Financial Accounting Advisory Services Group
Siddharth has 8 years of experience in the capital markets industry working on commercial banks, investment banks and asset managers
Prior to joining EY, Siddharth was a controller for an asset manager with AUM of approximately $70 billion.
John Vibert is a Managing Director and co-Head of Prudential Fixed Income’s Structured Product Team. Previously, Mr. Vibert was the lead portfolio manager for BlackRock’s mortgage credit portfolios and the lead trader for its non-agency Residential Mortgage Backed Securities (RMBS) trading team.
Before joining BlackRock, Mr. Vibert was a managing director at Credit Suisse, where he was head of adjustable-rate mortgage trading and co-head of non-agency RMBS trading. Earlier, he was a mortgage trader at Morgan Stanley and worked as a quantitative analyst at Salomon Brothers.
Mr. Vibert earned a BS in Engineering, with distinction, from Cornell University.
& ... (view full description)
Clifford Chance US LLP
Robert Villiani has extensive experience in structured capital markets. He has been involved in traditional and novel asset-backed and mortgaged-backed offerings as well in offerings of both traditional and novel structured credit products, investment funds and other financial instruments.
Robert's experience includes representation of underwriters, issuers, credit enhancers, warehouse providers and other transaction parties in securitizations and repackagings of commercial real estate loans, leveraged loans and other corporate debt instruments, automobile and equipment loans and leases, corporate fleet leases, trade receivables, he ... (view full description)
Director, Taxable Evaluations
S&P Capital IQ
No biography specified
Stephen Viscovich is a Managing Director in the Securitized Products Group at Credit Suisse, where he has worked for 14 years. Mr. Viscovich is a senior officer on the esoteric & transportation ABS team that focuses on transactions secured by a wide variety of new and non-standard asset portfolios in the securitized markets. In his position, Mr. Viscovich is responsible for the team’s focus on financing renewable energy assets, particularly distributed generation solar PPA/lease and loan portfolios through the issuance of asset-backed securities and other structured finance products. Mr. Viscovich also focuses on transactions collateralized by energy efficiency loans, triple-net leases, g ... (view full description)
Cadwalader, Wickersham & Taft LLP
Jeremiah Wagner is a Partner in Cadwalader's Capital Markets Group in London. He has extensive experience across a range of structured finance, securitization and derivative transactions and asset classes, including credit card receivables, residential and commercial mortgages, auto loans and leases, dealer floor plan loans, insurance products, trade receivables and synthetic exposures.
Jeremiah represents issuers, underwriters and arrangers in international capital markets transactions, and focuses on advising on securitizations and other complex structured U.S.-registered public offerings, cross-border offerings, commercial paper programs&n ... (view full description)
Bayview Asset Management
Mr. Waldman has been a Managing Director of Residential Investments Trading since 2008. Mr. Waldman joined Bayview in 2000 as a Vice President of Bayview overseeing all structured finance and securitization efforts and became a Managing Director of Bayview in 2003. Mr. Waldman is primarily responsible for managing loan pricing and trading. He also leads a team of portfolio and transaction managers focusing on the performance and dynamics of Bayview’s loan portfolio, the contract management for acquisitions and sales, and the securitization platform for all of Bayview’s whole loan investment vehicles. Mr. Waldman has over 22 years of experience in structured finance and whole loan investment ... (view full description)
Citi Global Markets, Inc.
Maggie Wang is a Director and the Head of US CLO & CDO Strategy at Citigroup. She advises over 200 global intuitional investors on their CLO investment. With over a decade of research experience in the CLO market, Maggie aims to put out thoughtful and insightful research that focuses on relative value and fundamentals.
Maggie and her team have been ranked among the top in the All-America Institutional Investor Fixed Income Research Survey since 2007. She is also ranked as the second most helpful CLO analyst in Greenwich Survey in 2015, 2016 and 2017. Prior to joining Citi in 2014, Maggie headed the US CLO & CDO research at JPMorgan.
Maggie has a Bachelor’s deg ... (view full description)
Scott Waterstredt is a Managing Director at MetLife where he is a co-head of Structured Finance and responsble for the company's mortgage portfolios. He also oversees Structured Finance trading across products. In his time at MetLife, he has been responsible for investments in Non-Agency RMBS products and led their effort at building a wholly-owned residential mortgage portfolio.
Prior to MetLife, he worked in consumer credit and new product strategy for Capital One and served as a Captain in the United States Army where he was awarded the Bronze Star.
He holds a MBA from The Tuck School of Business at Dartmouth, a B.A. in Economics from The University of Notre D ... (view full description)
Cadwalader, Wickersham & Taft LLP
Neil Weidner's practice is concentrated in the areas of securitization, structured finance, and derivative financial products. Neil represents underwriters, issuers, institutional investors, collateral managers, and sponsors in a wide range of matters involving the securitization or re-packaging of traditional and non-traditional assets. He has extensive experience in the area of CLOs/CDOs, using "cash flow," "market value," and hybrid structures. Neil actively advises clients on the formation and offering of interests in credit funds and similar type funds, formed to target investment opportunities created by the current turmoil in the global credit markets. He also practices in the area of ... (view full description)
S&P Global Ratings
Darrell Wheeler is Head of Research for Global Structured Finance at S&P Global. In his role, Mr. Wheeler and his team analyze and write research on collateral, markets and structured finance bond structures for S&P Global’s institutional investors.
Mr. Wheeler joined S&P Global Ratings in May 2015 from Amherst Pierpoint Securities where he led CMBS strategy and modeling initiatives from the firm’s New York office. Before joining Amherst in early 2010, Mr. Wheeler served as Managing Director at Citigroup’s Global Corporate and Investment Bank, and as Global Head of Securitized Strategy and Analysis, managing Citigroup’s global ABS research team and serving as its l ... (view full description)
PGIM Fixed Income
Edwin Wilches, CFA, is a Vice President and portfolio manager for Prudential Fixed Income's Leveraged Finance Team. Mr. Wilches is responsible for managing and trading Prudential's investments in CLO tranches, supporting the Dryden CLO platform business development and investor relations efforts, and analyzing off-the-run alternative fixed income opportunities.
Prior to assuming his current responsibilities, Mr. Wilches was a member of Prudential Fixed Income’s CDO analyst team. He was also part of Prudential Fixed Income's Business and Product Support Team, where he led the launch process for new institutional client accounts and the creation of investment ... (view full description)
Executive Vice President, Capital Markets
Ascentium Capital LLC
Evan is Executive Vice President and Head of Capital Markets, overseeing all aspects of funding for Ascentium Capital. Evan has over 20 years of capital markets and equipment finance experience, previously working as a director in the asset-backed finance group of Wells Fargo Securities where he oversaw financing and securitizing for equipment lessors.
Evan also started-up and ran his own small-ticket equipment leasing company and, subsequent to the sale of that company, was Treasurer for a private-label, financial services company specializing in equipment finance.
Evan earned a B.S. in Systems Engineering at the University of Virginia.
REO Sales & Closing Senior Director
Eric Will is the Senior REO Sales Director for HomeSteps, the real estate unit for Freddie Mac-owned homes. In this role, Eric is responsible for managing the operational and oversight activities related to sales, title, closing, rental management, and eviction for Freddie Macs REO inventory nationwide.
During his 24-year career at Freddie Mac, Eric has held various positions in the Technology, National Lending, and Default Servicing divisions of the company.
Eric is a graduate from James Madison University and currently resides in Plano, Texas, with his family.
Vice President Asset Management
Kent Williams is the Vice President of Asset Management at Vivint Solar, a leading full service residential solar integrator. In this position, Kent is responsible for securing funding for the company from large financiers. Prior to Vivint, Kent was the Executive Vice President and Chief Operating Officer of LeaseDimensions, an industry-leading renewable-energy finance, origination, and servicing business. He worked closely with most of the solar industry’s residential solar finance providers and was instrumental in the development and operation of the company. Prior to LeaseDimensions, Kent was a founding partner and senior executive of Loan Servicing Enterprise (LSE), a joint venture estab ... (view full description)
Magnus Wilson-Webb is the global strategy manager for the financial institution industry segment within BNY Mellon’s Corporate Trust department. He has over ten years’ experience in Corporate Trust having worked in sales, relationship management and strategy roles in Asia Pacific and the US.
Prior to joining BNY Mellon, Magnus was based in London where he worked in the treasury department of Credit Suisse and the fixed income and equity derivative departments of Goldman Sachs.
Head of Structured Products Origination
Cory Wishengrad has almost 20 years of experience in the structured products space
Mr. Wishengrad is a market leader in whole business securitization and the securitization of a wide range of esoteric/non-traditional assets, sole structuring and sole or left-leading numerous landmark deals such as: the $2.075 billion Dominos (2017), $900 million Coinstar (2017), $440 million Five Guys (2017), $575 million Sonic Drive-in (2016), $2.6 billion Dunkin’ Brands (2015), $2.425 billion Wendy’s (2015), $1.425 billion Dominos (2015), $1.4 billion DineEquity (2014), the $1.15 billion CKE Restaurants (Hardee's/Carl's Jr.) (2013) and $1.675 billion Domino's (2012) whole business securi ... (view full description)
Lowenstein Sandler LLP
Jonathan Wishnia is one of the nations leading corporate financing attorneys focusing in mortgage finance and receivables securitization. Jonathan has extensive experience advising clients on matters including the trading and financing of whole loans and servicing rights, the servicing of mortgage loans, and the securitization of various asset classes. Additionally, Mr. Wishnia counsels clients on secured and unsecured credit facilities, asset purchases and sales, mergers and acquisitions and other general capital markets matters. As a leader in this field, Mr. Wishnia has been recognized in Chambers USA in the area of Capital Markets: Securitization. Mr. Wishnias practice includes the re ... (view full description)
Chief Credit Officer
Morningstar Credit Ratings, LLC
Calvin Wong is chief credit officer for Morningstar Credit Ratings, LLC. He is primarily responsible for overseeing the review and approval process for analytical methodologies for Morningstar’s structured credit research and ratings business.
Before joining Morningstar in 2014, Wong was practice criteria officer for global residential mortgage-backed securities for Standard & Poor's.
Wong began his 24-year career at Standard & Poor’s as an analyst for asset-backed securities (ABS) and went on to hold various analytical management positions in ABS. He later became S&P's Asia-Pacific regional practice leader for Structured Finance Ratings and Corporate Governance Services in Hong Kong. Upon ... (view full description)
Managing Director, Senior Portfolio Manager, Head of Structured Products
CIFC Asset Management
Mr. Wu has 17 years of experience in the financial industry spanning structured credit and equity. Prior to joining CIFC, Mr. Wu was head of CLO structuring at UBS. Before joining UBS in 2011, Mr. Wu ran asset side new product development at China International Capital Corporation (CICC), a major Chinese investment bank. Previously, Mr. Wu spent 7 years at Deutsche Bank from 2003 to 2010, covering CLOs and other structured products. He had various roles at Deutsche Bank in both structuring and trading. Mr. Wu began his investing career in international equity at Sanford Bernstein in 1995 and worked in the Credit Derivatives group at Goldman Sachs from 2000 2003. Mr. Wu holds a MBA from th ... (view full description)
Investment Senior Vice President
Prudential Insurance Company of America
Kishore K. Yalamanchili, CFA is an Investment Senior Vice President at the Prudential Insurance Company. He has over 19 years of financial markets experience. Prior to joining Prudential, Dr. Yalamanchili was Senior PM and Head of Securitzed Assets Research at Karya Capital Management from 2012 to 2015.
He was also a Managing Director and Head of Securitized Assets Research and Trading at BlackRock from 2005 to 2011. At BlackRock he was a portfolio manager for distressed mortgage, TALF, and PPIP funds and also managed securitized asset holdings across the firm's portfolios.
Prior to joining BlackRock in 2005, Dr. Yalamanchili was a Senior Vice President and portfolio ... (view full description)
Matthew Yoon is a partner in Dentons Capital Markets practice. He leads a team that covers the key areas of federal and state regulatory compliance for residential mortgages and consumer finance.Matt regularly counsels national mortgage lenders, servicers, Wall Street institutions, hedge funds, private equity funds, loan fulfilment providers and diligence companies on all aspects of federal and state consumer credit regulation, including the numerous recent changes that were instituted by The DoddFrank Wall Street Reform and Consumer Protection Act.On the federal level, these laws include the Truth in Lending Act (TILA), the Real Estate Settlement Procedures Act (RESP ... (view full description)
Senior Managing Director
Rob Zable is a Senior Managing Director with GSO Capital Partners’ Customized Credit Strategies (“CCS”) group, and Senior Portfolio Manager for GSO’s U.S. CLOs, high yield separately managed accounts, and closed-end funds. He also sits on CCS’s U.S. Syndicated Credit Investment Committee and Global Structured Credit Investment Committee. Prior to joining GSO in 2007, Mr. Zable was a Vice President at FriedbergMilstein LLC, where he was responsible for credit opportunity investments and junior capital origination and execution. Prior to that, Mr. Zable was a Principal with Abacus Advisors Group, a boutique restructuring and distressed investment firm. Mr. Zable began his career at JP Morgan ... (view full description)
Will is the Senior ABS Trader
at Barclays where he is responsible for providing liquidity in the secondary
market to the firms clients. He also works closely with the investment banking
and debt capital markets departments to find financing solutions and to optimize
borrowing structures for corporate clients of the firm.
Will joined Barclays in 2004
and has traded multiple sectors across Structured Products including Consumer
ABS, Esoterics, ABX, CMBX, Primex, and Non-Agency Resi. Prior to
Barclays, Will worked at Morgan Stanley (2000-02) and SMBC Capital Markets
(2002-04) in Risk Management. ... (view full description)