Danny Abajian

Vice President, Project Finance
Sunrun Inc

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)

Jonathan Abshire

Portfolio Manager
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.

Navneet Agarwal

Managing Director
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)

Jim Ahern

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

Vice President
Wells Fargo

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.

Luis Amador

Managing Director
Moody's Analytics

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)

Adam Ansaldi

Head of CMBS Securitization
SOCIETE GENERALE

No biography specified

David Applegate

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)

Reed Auerbach

Partner
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 commerci ... (view full description)

Grant Bailey

Managing Director
Fitch Ratings

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.

Jessica Bailey

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)

Lakshmanan Balachander

Principal
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.

James Baskin

Head of U.S. Structured Research and Private ABS
Aegon USA Investment Management LLC

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.

Alexander Batchvarov

Managing Director
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

Securitization Attorney
Independent

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)

Sean Becketti

Vice President and Chief Economist
Freddie Mac

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)

Bob Behal

Principal, Co-Head ABS/CMBS Investments
Vanguard Group

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)

Ian Bell

Head of the PCS Secretariat
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)

Jeff Berg

Vice President
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)

Allan Berliant

Managing Director
INTL FCStone

Allan Berliant is a Managing Director and ABS Product Manager at INTL FCStone Financial.   In that capacity, his responsibilities included being the portfolio manager and lead research analyst for GMO’s asset-backed and mortgage-backed mutual funds and portfolios. Prior to GMO, he served as Director of Asset-Backed Securities at Hartford Investment Management Company. Allan earlier had been at HIMCO from 1988-1993 as a corporate analyst, asset-backed analyst and portfolio manager. Other investment experience includes responsibilities as a mortgage-backed securities analyst at Zurich Scudder Investments, director of fixed income research and portfolio manager at Co ... (view full description)

Stephen Bisbee

President
eOriginal Inc

Stephen F. Bisbee is president of eOriginal, Inc. As a founder and co-inventor, he oversaw the creation of unique eOriginal solutions enabling the efficiencies of fully digital commerce and focuses on the company’s efforts in new market verticals, product evolution and expansion of intellectual property.    Mr. Bisbee was one of a small group of innovative legal experts that created the framework for the model Uniform Electronic Transaction Act and sections of the Uniform Commercial Code enabling electronic signatures and records to be utilized in commerce.    Mr. Bisbee has testified before Congress, and presented to the United Nations Commission on International Tra ... (view full description)

William Black

Managing Director
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.

Antonio Blasetti

ABS Trader
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.

Marc Boatwright

Chief Executive Officer/ Founder
Covenant Credit Partners

Marc Boatwright is the Founder and CEO of Covenant Credit Partners. Prior to founding Covenant in 2013, Marc led the CLO platform for ING Investment Managements Senior Loan Group and served as lead Portfolio Manager for 13 CLOs, including 7 CLOs in the 2011-2013 vintage. Marc also led the SLGs Alternative Investment Strategy, setting investment criteria and making investment recommendations for the Groups strategy of investing in CLO tranches during the dislocation of 2009-2010. Prior to ING, Marc was an analyst for Providence Capital, where he generated credit investment ideas for the firms distressed investment strategy. Prior to Providence, Marc served in a number of executive and turnaro ... (view full description)

Andrew Bon Salle

Executive Vice President
Fannie Mae

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)

Ronald Borod

Co-Chair
Solar Energy Finance Advisory Council (SEFAC)

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 ... (view full description)

Andrew Brady

Managing Director
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

Partner
Prytania Investment Advisors LLP

Andrew Burgess is a Partner at Prytania Investment Advisors, a specialist asset manager with over 10 years experience analyzing and investing in global structured finance assets. 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 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 investor in structured finance for ov ... (view full description)

Paul Burke

Managing Director, Head of Agency & Trust Sales
Citibank, N.A.

Paul Burke is Head of Agency & Trust Sales for North America, at Citibank, N.A. His team is the No. 2 CLO Trustee in the US market and acts as trustee on structured finance, across all major asset classes. Prior to joining Citi, he was Managing Director and Head of Client Relations for Ambac Assurance Corporation. Previous to Ambac, he was a Managing Director in the Asian and European Securitization businesses of JPMorgan Chase. He built and ran Chase’s Securitization business in Asia from 1997 through 2001, which was named Asian Securitization House of the Year by IFR Magazine in 1999, in part on the strength of underwriting one of the first global CDOs, for the Industrial B ... (view full description)

Sairah Burki

Senior Director
SFIG

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)

Leo Burrell

Managing Director
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.

Adrienne Butler

Managing Director
Barings

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)

Jonathan Butler

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)

Christophe Cadiou

Partner
PwC

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)

Neil Calder

Head of Investments - Credit, Treasury
EBRD

Neil Calder is the Head of Investments-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 funded throug ... (view full description)

Elen Callahan

Director
Deutsche Bank

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.

Michael Canter

Head of Securitized Assets
AllianceBernstein

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)

David Cao

Managing Director
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)

Peter Carroll

Executive Vice President
Quicken Loans

Pete Carroll is Executive Vice President at Quicken Loans. In this role, he provides expertise on recent and emerging changes in the asset sales environment including housing reform legislation and regulatory changes in the origination, servicing and secondary markets. Before joining Quicken Loans, Pete held a similar role as Senior Vice President of Capital Markets at Wells Fargo & Co.   Prior to his work at Wells Fargo, Pete served as Assistant Director of the Office of Mortgage Markets at the Consumer Financial Protection Bureau (CFPB). At the CFPB he led a team responsible for monitoring and analyzing markets for mortgage related products and services as well as assessing ... (view full description)

Will Cejudo

Partner
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 p ... (view full description)

Angela Ceresnie

Chief Financial Officer
Orchard Platform

Angela Ceresnie spent 7 years working on credit risk analytics at American Express and Citibank. She led consumer and small business credit risk analytic teams at both companies, and is an expert in underwriting analytics and loan portfolio platforms having made billions of dollars worth of data-driven credit decisions. She excels at developing analytical strategies, and implementing and maintaining large operational systems where these strategies are executed. She also has experience in accounting and finance. At Orchard, she oversees operations, finance and client investment strategies. She has undergraduate and masters degrees from the University of Michigan in Industrial and Operations E ... (view full description)

Debash Chatterjee

Managing Director
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.

Weili Chen

Director
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)

Xilun Chen

Director
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)

Michael Cheng

Director
Deutsche Bank

No biography specified

Meredith Coffey

Executive Vice President of Research & Analysis
LSTA

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 ... (view full description)

Lewis Cohen

Partner
Hogan Lovells

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)

Kimberly Cole

Partner
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)

Scott Corman

Executive Managing Director
Element Financial Corporation

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)

Teresa Davidson

Vice-President, Legal & General Counsel
Volvo Financial Services The Americas

Teresa Davidson is the Vice President - Legal and General Counsel for Volvo Financial Services Region the Americas with responsibility for legal, capital markets, regulatory, and compliance matters in North and South America.  With  experience in public and Rule 144A ABS transactions in the United States she also oversees legal support for ABS and structured finance transactions in Brazil, Canada, and Mexico.  A member of the Board of Directors of  SFIG, Teresa is  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.&n ... (view full description)

Laurel Davis

Vice President for Credit Risk Transfer
Fannie Mae

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)

Zach Dawson

Director
Fannie Mae

No biography specified

Michael Dean

Managing Director
Fitch Ratings

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)

Ramon Decastro

Vice President
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.
 
 

Perry DeFelice

Director, Capital Markets
1010data

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 DeMarco

Director
FHFA 2009–2014

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)

Tom Denkler

Managing Director, Head of Structured Products
AIG

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 ... (view full description)

Paul Detering

Chief Executive Officer
Redwood Insights

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)

Cisco DeVries

Chief Executive Officer
Renew Financial

While serving as Chief of Staff to Berkeley Mayor Tom Bates, Cisco DeVries innovated the concept of Property Assessed Clean Energy (PACE), which was named one of the top 20 world-changing ideas by Scientific American magazine in 2009. When DeVries co-founded Renewable Funding, he pioneered the turnkey PACE solution for local and state governments innovative technology and streamlined administrative tools to make clean energy upgrades simpler and more affordable for property owners.An innovative leader on clean energy finance, DeVries was invited to the White House to meet with President Obama and former President Clinton on clean energy finance. An industry leader, he has presented at events ... (view full description)

Alie Diagne

Director
FINRA

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

Independent
Independent

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)

Susan DiCicco

Partner
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)

James Digney

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)

John DiPaolo

Principal
PGIM

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)

Colm Doherty

Director of Analysis – Syndicated Loans
Thomson Reuters

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.

Anastasia Dokuchaeva

Director of Global Regulatory Solutions
FACTSET

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.

Michael Drayne

Senior Vice President-Office of Issuer and Portfolio
Ginnie Mae

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)

Jeb Ebbott

Managing Principal
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.

James Egan

Vice President
Morgan Stanley

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.

Elizabeth Ellis

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)

Erkan Erturk

Senior Director
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)

Patricia Evans

Vice President
Wilmington Trust

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 serves on 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 and co-chai ... (view full description)

Armando Falcon

CEO
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)

Vincent Fiorillo

Head of Global Relationship Management
DoubleLine Group LP

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)

Robert Fishman

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)

Michael Flood

Director
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)

Chuck Foster

Investment Manager
Aegon USA Investment Management LLC

No biography specified

David Frey

Portfolio Manager
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)

Richard Fried

Of Counsel
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)

Jade Friedensohn

Director of Programming
IMN

Conference Producer for the Structured Finance Division of IMN.

Nathan Gabig

Managing Director
KPMG LLP

Managing Director, Secutization Analytics, Structured Finance Renewables - Mortgage & Consumer Lending Division, KPMG Consulting

David Gabrielson

Executive Director
PACENation

David Gabrielson, Executive Director David is the Executive Director of PACENow and was introduced to PACE financing while developing Energize Bedford, an energy efficiency financing program for homes in Bedford, New York, where he has served as an elected Councilman since 2008. PACENow is a national foundation funded non-profit that advocates for and assists in developing Property Assessed Clean Energy (PACE) financing, a powerful tool building owners can use to make their properties more energy efficient and/or sources of on-site renewable energy. PACENow’s mission is to promote improved energy efficiency in buildings and use of PACE. We are an impartial, consensus and fac ... (view full description)

Rachel George

Vice President & Associate General Counsel
Navient

Rachel Gleason George is Vice President and Associate General Counsel at Navient Solutions, Inc. with responsibility for legal aspects of a  wide array of corporate and transactional matters, including Navient’s securitization programs.  Prior to joining Navient in March 2016, 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, including the Dodd-Frank Act and Basel III.  Rachel is a member of the Board of Directors of SFIG and of the Steering Committee for SFIG’s new Women in Securitization program.  Rachel is a g ... (view full description)

Yvette Gilmore

Vice President Servicer Performance Mgmt
Freddie Mac

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)

Matt Gilmour

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
mortgage lenders.
 

Andrew Giudici

Managing Director
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)

Melanie Gnazzo

Partner
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)

Kristan Gochee

Senior Vice President, US Bond Syndicate
Lloyds

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.  Kristan has over 13 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 valuing both existing and prospect client portfolios. She spent 2004-2011 as a trader at UBS Securities where she traded ... (view full description)

Tom Goila

Senior Managing Director, Specialty Finance & Private Equity
Aequitas Capital

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)

Max Gordon-Brown

Associate, European CLO and ABS Trading
Morgan Stanley

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.

Lain Gutierrez

Senior Vice President
DBRS

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)

Mark Hanson

Senior Vice President Securitization
Freddie Mac

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)

Kris Harihara

Managing Director – Structured Finance Research
Genworth Financial

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.

Anna-Liza Harris

Partner
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)

Chris Haspel

Director
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)

Matthew Hays

Partner
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)

Tricia Hazelwood

International co-Head of Structured Products
MUFG

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 gl ... (view full description)

Lisa Hernandez

Securitization Solution Leader
Deloitte & Touche LLP

Lisa is a Partner and Certified Public Accountant in the Securitization Market Offering at Deloitte & Touche LLP. She has fourteen years of financial services experience and has worked with various participants in the securitization industry.  Lisa leads teams that supports clients in bringing their securitization transactions to market, as well as  provide risk mitigating services to them.

Greg Hertrich

Managing Director
Nomura

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)

Gerry Hickey

Managing Director
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)

Richard Hill

Executive Director
Morgan Stanley

No biography specified

Thomas Hiner

Partner
Hunton & Williams LLP

Tom Hiner is a Partner in Hunton & Williams New York office, on the firms Structured Finance and Securitization Team. Tom represents borrowers, lenders and investors on a wide variety of corporate finance, securitization, acquisition and other transactions. Tom has extensive experience representing servicers, banks lending in servicer advance, MSR and excess spread, REITs and private equity investors in excess servicing spread investments.

Gerhard Hinse

Director
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

Portfolio Manager
BlackRock

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)

Carol Hitselberger

Partner
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)

Tom Howard

Partner
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. REPRESENTATIVE TRANSACTIONS ... (view full description)

Dapeng Hu

Managing Director
BlackRock

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 tr ... (view full description)

Jian Hu

Managing Director
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 Global Head of CLOs and Structured Credit Surveillance. He is currently also Moody's Global Structured Finance Research Coordinator. In addition, Jian is involved in various global research and outreach activities related to China. Prior to September 2008, Jian was a Senior Vice President responsible for CLOs and Structured Credit research. From 2002 to 2007, he was Director of Global Structured Finance Default Research, where he led a r ... (view full description)

Peter Humphreys

Partner
Hogan Lovells

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

Director
Credit Suisse

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

Executive Director
SFIG

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)

Jeffrey Johnson

Partner
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)

Matthew Joseph

Partner
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)

Jeremy Joyce

CIO
Tourmalet Advisors

  • 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

Brian Juliano

Managing Director
PGIM Fixed Income

No biography specified

Jack Kahan

Managing Director
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)

Eric Kaplan

Chief Executive Officer
EKap Strategies LLC

Eric Kaplan is a Managing Partner – Structured Finance for Ranieri Strategies LLC. Mr. Kaplan brings over 23 years of residential mortgage industry experience in a variety of roles. At Ranieri Strategies, Mr. Kaplan evaluates and pursues investment opportunities in companies and technologies that relate to the financial sector, with a primary but not exclusive focus on lending, the capital markets, data and analytics. In addition, Mr. Kaplan works closely with founding partner and Chairman Lewis S. Ranieri on housing, mortgage and RMBS reform endeavors with regulators, industry colleagues and industry organizations such as the Structured Finance Industry Group (“SFIG”) and t ... (view full description)

Peter Kaplan

Senior Vice President, Portfolio Manager
Merganser Capital Management

No biography specified

Rishi Kapur

Managing Director
Babson Capital

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.
 

Rosemary Kelley

Managing Director
Kroll Bond Ratings Agency, Inc.

Rosemary Kelley is a Senior Director responsible for Consumer ABS at Kroll Bond Rating Agency, Inc. Prior to joining Kroll, Rosemary was a Senior Vice President at DBRS, Inc. in the Asset Backed Securities Group focusing on Consumer ABS. Rosemary rated over $25 billion in financings at DBRS in the auto loan, auto lease, dealer floorplan, credit card, student loan and rental car sectors. Before DBRS, Rosemary spent ten years at MBIA Insurance Corporation, most recently as a Director in the Structured Finance department where she originated and analyzed consumer asset-backed securitizations in the auto finance, student loan, credit card, timeshare loan, unsecured Japanese consumer ... (view full description)

Dmitry Kiselyov

ABS Analyst
Grantham Mayo van Otterloo

Dmitry V. Kiselyov is a senior ABS analyst at GMO responsible for security selection, credit underwriting and ABS research for multi-asset structured credit portfolios. Prior to joining GMO in 2012, he was a Manager at Complex Securities Valuation practice at Ernst & Young. Previously, Mr. Kiselyov held various analyst roles at BlackRock and Citigroup focusing on risk advisory, financial modeling and structuring of the various fixed income instruments and structured credit assets. Dmitry earned his Master’s Degree in Finance from Brandeis University and his B.A. in Economics from Chuvash State University in Russia. He is a CFA and FRM Charterholder.
 

David Klein

Chief Executive Officer & Co-Founder
CommonBond

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 Klepper

Managing Director
Credit Agricole

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.

Mark Klipsch

Chief Financial Officer
A10 Capital

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 Knowles

Partner
EY

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 Knox

Partner
PwC

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

Partner
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. Mr. Kolyer is also experienced in credit-linked notes and other funded derivative products, and in complex commercial lending and credit transactions. Mr. Kolyer'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-sh ... (view full description)

Sagar Kongettira

Senior Vice President
DBRS

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.

Pat Kopins

Director
Fannie Mae

No biography specified

Geoffrey Kott

Managing Director
Morgan Stanley

Geoffrey Kott is Managing Director and Global Head of Securitized Products Warehouse Lending at Morgan Stanley.   The business spans across a diverse range of asset classes including residential mortgages, commercial real estate, single-family rental, marketplace and other unsecured consumer loans, transportation assets, servicer advances, student loans, renewable energy receivables and CLOs.  Geoffrey holds a BBA from Acadia University and has a Juris Doctor from Osgoode Hall.
 

Greg Kovac

Managing Director, Fixed Income Trading
Raymond James

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.

Theresa Kradjian

Partner
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.

Jason Kravitt

Partner
Mayer Brown

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 (such as the use of true liquidity in ABCP Vehicles) 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.  Jason i ... (view full description)

Jack Krupey

Managing Director
PRP Advisors


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.
 

David Kucera

Senior Managing Director
Capital One

Dave Kucera joined Capital One in 2013 to head its Asset-Backed Finance Group. In 2015, he became head of the Financial Institutions Group.  The group provides recourse and non-recourse financing and other services to specialty finance companies and asset managers throughout the U.S. across a broad range of sectors.   Prior to joining Capital One, Dave led and co-founded the U.S. Securitization Group at BMO Capital Markets, which provided and served as agent for over $75 billion in financing for a broad range of U.S. and international clients during Dave’s tenor.   Dave has an undergraduate degree in finance from Marquette University and a Masters in Management from t ... (view full description)

Stephen Kudenholdt

Co-Chair, US Capital Markets Practice
Dentons

Stephen Kudenholdt is co-chair of Dentons’ US Capital Markets practice. He is also a member of Dentons’ US Board, as well as the Firm’s Global Advisory Committee. Stephen is recommended by The Legal 500 US (2014) as "truly one of the more well-known lawyers in the mortgage space." His 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 ... (view full description)

Diana Lande

Associate
PGIM Fixed Income

Diana Lande is an 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.

Michael Lau

Chief Executive Officer
Pingora

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)

Joseph Lau

Managing Director
RBC

Joseph joined RBC Capital Markets in June 2011. He is responsible for originating financing transactions across a variety of asset classes in both the US and Europe, with a focus on Transportation and other non-traditional assets. From 2009 to early 2011, Joseph was a Director in the Credit Solutions Group at Deutsche Bank, where he was responsible for certain non-standard ABS asset classes, consumer unsecured and student loan practices and managed a $4bln book of financing transactions. Prior to that, Joseph was at Barclays Capital from 2000 to 2009 with functions including both origination and execution of term and ABCP conduit financings across asset classes. ... (view full description)

Stacey Lawson

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)

Bret Leas

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)

Steve Lee

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)

Steve Levitan

Partner
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)

John Levonick

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. 

Stuart Lippman

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)

Jerry Liu

Senior Pricing Analyst
Standard & Poor's

Jerry Liu 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. 55 Water

Michael Liu

Director
Guggenheim Securities

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.

Aleksander Lobanov

Managing Director
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

Vice Chairman
WL Ross & Co. LLC

James B. Lockhart III is the Vice Chairman of WL Ross & Co., an affiliate of Invesco, where he focuses on financial services and the mortgage recovery fund. Prior to joining 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 Oversight Board and a member of the Financial Stability Oversight Board with the Chairman of the Federal Reserve Board, the Secretaries of Treasury and HUD, and the Chairman of SEC. For the prior 4 years Mr. Lockhart wa ... (view full description)

Xiaowei Luan

Senior Vice President, Securitization
GE Capital

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

Director
Citi

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)

Bob Magee

Chief Investment Officer
Shellpoint Partners

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

Managing Director
Citi

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)

Thomas Majewski

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 responsibl ... (view full description)

Peter Manofsky

Director
Fitch Ratings

No biography specified

Adrian Marshall

Managing Director
BlackRock

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)

Amy Martin

Senior Director
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)

Bob Martin

Vice President, Credit Portfolio Management Valuations
Fannie Mae

Bob Martin, Credit Portfolio Management Valuations
Email: bob_martin@fanniemae.com
Phone: 972-773-7940

Mark Matthews

Partner
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 mark.matthews@maplesandcalder.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)

Ari Matusiak

EVP of Market Development and External Affairs
Renovate America

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)

John McElravey

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 ... (view full description)

Jennifer Meagher

Operations Change Management Director
Freddie Mac

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)

Amir Mehr

Head of Credit & Decisioning Analytics
Kensington Mortgages Limited

No biography specified

Nichol Merritt

Director Private Placements
TIAA-CREF

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)

Richard Mertl

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)

Seth Messner

Partner
Katten Muchin Rosenman LLP

Seth Messner's practice focuses on the representation of borrowers, lenders, issuers, collateral managers, rating agencies and other parties in a wide array of domestic and international financing transactions. These include cross-border transactions, REO-to-rental loan originations and securitizations, multifamily housing finance and the creation, administration and restructuring of collateralized loan obligations and other vehicles for the pooling of financial instruments. Prior to joining Katten, Seth worked for the US Department of State in New Delhi, India, and Colombo, Sri Lanka, where respectively he assisted in the consular section’s visa anti-fraud program and the political se ... (view full description)

David Midvidy

Partner
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)

Viktor Milev

Director
FMS Wertmanagement

  • 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

Matthew A. Miller

Managing Director
Crescent Capital Group LP

Mr. Miller is a Managing Director of Crescent Capital Group LP focusing on structured products. Mr. Miller also serves as a Managing Director of Trust Company of the West with respect to the management of certain funds sub-advised by Crescent Capital Group. Mr. Miller is a Portfolio Manager for Crescent Capital Group’s structured product activities. 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 to 1998, Mr. Miller was an Associate at Dewey Ballantine LLP specializing in corporate finance, structured finance, mergers and acquisitions, and ge ... (view full description)

Suzanne Mistretta

Senior Director
Fitch Ratings

Suzanne Mistretta is a senior director in Fitch Ratings residential mortgage backed securities ratings group. She is responsible for the new issue rating and North American covered bond teams. 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.

Michael Mitchell

Partner
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

Senior Managing Director
MetLife

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)

Ned Myers

Senior Vice President
Black Knight Financial Services

Ned Myers leads Black Knight Financial Services’ Capital Markets and Government market practices for its Data & Analytics division. With over twenty five years in the structured finance market, Ned has a proven track record of rapidly growing software, data, and information businesses. Prior to joining Black Knight, Ned held executive level roles at Lewtan in strategy, sales, marketing, and product.  Ned has launched over a dozen new products and services, including a leading information portal to the securitization industry. Ned has previously served in other roles including Chief Marketing Officer, General Manager and head of Sales & Marketing.   Ned is a recognized fig ... (view full description)

Joe Nardi

Group Vice President
Wilmington Trust

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)

David Nathanson

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)

Tony Nocera

Managing Director
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.

Lars Norell

Managing Partner
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)

Frank Nothaft

Senior Vice President & Chief Economist
CoreLogic

Dr. Frank Nothaft is senior vice president and 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 t ... (view full description)

Beth O'Brien

Chief Executive Officer
CoreVest Finance

 Elizabeth A. O'Brien serves as Chief Executive Officer and President of Colony American Finance.  Prior to joining, Ms. O'Brien was Executive Vice President at Auction.com, where she ran its residential capital markets division and set the financing strategy for the platform. In that capacity she managed over two billion dollars of single-family and multi-family loan sales and multiple financing partners.  She also founded a proprietary private money lender geared at the investor market as President of AuctionFinance.com. Ms. O'Brien held prior positions at Citigroup Global Markets Inc. in Residential Mortgage-Backed Securities Trading and Securitization, Goldman Sachs & Co. ... (view full description)

Theresa O'Neill

Managing Director
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. ... (view full description)

Thomas Oh

Senior Vice President, ABS Trading
Lloyds Bank

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.

Michele Olds

Senior Vice President, Master Servicing
Nationstar Mortgage

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 20 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 Struc ... (view full description)

Jon Olsen

SVP & Head of Capital Markets
Invitation Homes

Jon Olsen serves as Senior Vice President, Finance and Head of Capital Markets for Invitation Homes Inc. (NYSE: INVH). Mr. Olsen leads the Financial Planning & Quantitative Analysis group at Invitation Homes, and is responsible for the company’s capital markets, investor relations, FP&A, and budgeting and forecasting activities, as well as 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 $18 billion of debt and equity financings and re-financings, including the single-family rental industry’s first rated securitization, the single-family rental industry’s fi ... (view full description)

Francisco Paez

Director
MetLife

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)

Alessandro Pagani

Portfolio Manager/Head of Securitized Assets
Loomis Sayles

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)

Kevin Palmer

Senior Vice President, Credit Risk Transfer
Freddie Mac

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.

Bill Pang

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

Portfolio Manager – ABS
TIAA Investments

Aashh Parekh is a Director in the Structured Securities Research area of the Global Public Markets Group at TIAA-CREF.

Sonal Patel

Managing Director
BNY Mellon

Sonal Patel is currently a Group Head for the US Americas Strategic Client Group in Corporate Trust. She is primarily responsible for the company’s largest and complex global client relationships and is accountable for identifying and cultivating new business opportunities.  This includes delivering a company-wide approach driving revenue across investment services and geographies.    Ms. Patel joined BNY Mellon in 2000 and has since held numerous roles In Corporate Trust including Senior Platinum Sales Executive, Financial Institutions Business Group Manager for Sales and Relationship Management across the U.S.; Global Structured Credit Group Sales Executive working with collate ... (view full description)

Mehul Patel

Director
KPMG LLP

No biography specified

Albert Periu

CEO
Neptune Financial Inc

No biography specified

Matthew Perkins

Senior Managing Director
Guggenheim Securities

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.

Justin Plouffe

Managing Director & Portfolio Manager
Carlyle Group

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 Pontano

Partner
Dechert LLP

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)

John Popp

Managing Director
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)

David Powar

Managing Director
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

Managing Director
Wells Fargo

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, and 2016. The Wells Fargo CLO Research team was also ranked #1 Most Helpful CLO Team in ... (view full description)

Mia Qian

Vice President
Morgan Stanley

Mia is an associate in Morgan Stanley Securitized Products Research team. Before joining the research team, she worked as a desk strategist on the CLO trading team for two years. Mia graduated from Massachusetts Institute of Technology with BS degrees in EECS and Finance, and an M.Eng in Electrical Engineering.

Dmitri Rabin

VP, Global RMBS & Covered Bond Strategist
Loomis, Sayles & Company, L.P.

Dmitri Rabin is a vice president of Loomis, Sayles & Company. He is the global RMBS and covered bonds strategist for the fixed income group, responsible for developing housing and RMBS-related research and relative value recommendations across all fixed income products. He is also a co-portfolio manager for select Loomis Sayles securitized credit investment strategies. Dmitri joined Loomis Sayles in 2008 from Pine Cobble Capital, where he was a long-short equity analyst for global financials and macro strategy. He was also an associate analyst at Cambridge Place Investment Management. Previously, he was a project leader at the Boston Consulting Group. Dmitri ... (view full description)

Peter Raith

Portfolio Manager
Neuberger Berman

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.

Eric Rapp

Senior Vice President
DBRS

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)

Bill Rayburn

Chief Executive Officer
FNC, Inc.

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

Partner
DLA Piper

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)

Michael Reynolds

Vice President, Credit Risk Transfer
Freddie Mac

Mike Reynolds is a Vice President Credit Risk Transfer at Freddie Mac. He is responsible for leading Freddie Mac’s STACR program. Mike has over 20 years of agency credit risk experience and joined the company 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 credit risk transfer 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 Northeastern University.   Freddi ... (view full description)

Jon Riber

Senior Vice President
DBRS

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)

Nicole Rothschild

Chief Executive Officer
Petra Partners

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 Rottman

Principal
Rottman-Associates

Mary is the owner and Principal of Rottman–Associates, a financial consulting firm located in San Francisco, California.   Rottman-Associates works with developers, manufacturers, entrepreneurs, finance and private equity companies on variety renewable energy strategic finance and operations assignments.   Mary Rottman was also the  President and a founder of the Solar Energy Finance Association (SEFA), an industry trade association. Its mission is to increase the availability of capital for distributed solar energy.  SEFA membership includes the majority of the solar energy developers, service providers, law firms, and key stakeholders in the renewable energy ... (view full description)

Ratul Roy

Managing Director, Global CDO & European ABS Strategy
Citigroup

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.

Jay Ryan

Vice President REO and NPL Sales
Fannie Mae

John Ryan Jr., VP CPM - REO & NPL Sales, Credit Portfolio Management Real Estate
Email: jay_n_ryan@fanniemae.com
Phone: 202-752-6289

Peter Sallerson

Senior Director
Moody's Analytics

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)

Chris Saltaformaggio

Director
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. ... (view full description)

Curt Schade

President and Chief Operating Officer
Pretium Partners

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

Executive Director
Mizuho



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.

 

Julie Schlueter

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)

Renee Schultz

Senior Vice President
Fannie Mae

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, ... (view full description)

David Schulz

Sr Vice President & Treasurer
OneMain Holding Inc

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)

Faith Schwartz

Senior Vice President, Government Solutions
CoreLogic

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)

Serhan Secmen

Managing Director/Portfolio Manager
Napier Park Global

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 ro ... (view full description)

Scott Seewald

Managing Director
New York Life Investment Management LLC

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.

Anthony Sepci

Partner
KPMG LLP

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)

Elena Serdyuk

Director
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 Serravalli

Lead Partner
PwC

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)

Louis Shansky

Partner
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)

Eric Shea

Executive Director
MUFG

Eric Shea joined Mitsubishi UFJ Securities (USA) in December 2013. Eric 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 Mitsubishi, Eric formed his own advisory firm focused on the specialty finance sector and was the CRO for a subprime auto finance company. Eric also worked at UBS where he was the co-head of the ABS Capital Markets & Financing Business ... (view full description)

Ying Shen

Co-Head of RMBS Research & Head of Mortgage Modeling
Deutsche Bank

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.

Ken Shinoda

Senior Portfolio Manager
Doubleline

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.

William Shuey

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.

Gregg Silver

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)

Guy Sindle

Partner
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 Sinha

Partner
Phoenix ABS

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)

Cecil Smart

Senior Director
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. 

Scott Smith

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.

Michael Smith

Partner
Ashurst LLP

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.

Scott Snell

Portfolio Manager
BlackRock

Scott Snell 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. He started his career at Accenture in 1996 as a technology consultant focused on major oil field services and energy companies. Mr. Snell earned a BS from the University of Texas in 1996 and an MBA, highest honors from the University of Michigan in 2002.

David Snitkof

Co-Founder & Chief Product Officer
Orchard Platform

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)

Michael Solomon

Chief Executive Officer
CircleBack Lending

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)

Bharath Srikrishnan

Managing Director
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

Partner
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 Stark

Managing Director
Deutsche Bank

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)

Michelle Stasny

Special Counsel
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)

Michael Stegman

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

Principal
EY

Eli Stern is a New York-based Principal in Ernst & Young LLP’s Structured Finance Advisory Services (SFAS) practice. Eli has 18 years of experience in the securitization market and has worked on all major asset classes:  residential mortgage-backed securities (RMBS), asset-back securities (ABS), commercial mortgage-backed securities (CMBS) and collateralized debt obligations (CDOs). Eli leads the RMBS/ABS Transaction Team and Analytics Team within SFAS, as well as the Securitization Regulatory Reform initiative within EY. Eli leads the issuance of agreed-upon procedures reports for RMBS and ABS and oversees the structuring team that supports all of SFAS.   ... (view full description)

Jeffrey Stern

Partner
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)

David Stiff

Principal Economist, Case-Shiller
CoreLogic

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)

Paul Stockamore

Head of Capital Markets
LendingHome

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)

Leo Subler

Senior Vice President Capital Markets
Sallie Mae

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.

Kevin Sweeney

Director
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 former member of the SFIG Board of Directors and its Executive Committee.

Charles Sweet

Practice Development Leader, Structured Transactions
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, and he has been involved in many innovative transactions and structures. Charlie advises clients on the federal laws and regulations affecting asset-backed securities and other structured finance products. He has represented financial industry groups in their responses to many of the regulatory changes in this area since the financial crisis, including Regulation AB II and the Dodd-Frank credit risk retentio ... (view full description)

Patrick Tadie

Group Vice President of Global Capital Markets
Wilmington Trust

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)

Dan Thakkar

Head of Trading
Genworth Financial

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

Director
PwC

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)

Susan Thomas

Associate General Counsel
Ford Motor Credit

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)

Matthew Tomiak

Managing Director
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)

Frank Trick

Senior Director
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

Senior Director
Fitch Ratings

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 15 years and earned a BBA in finance and minor in communication studies from The University of Iowa.

Angela Ulum

Partner
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)

Amir Vardi

Managing Director, Structured Products Portfolio Manager
Credit Suisse

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

David Vener

Director, Asset Finance & Securitization
BNP Paribas

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)

Siddharth Verma

Manager
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

Managing Director
PGIM Fixed Income

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)

Robert Villani

Partner
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)

Louis Violante

Director, Taxable Evaluations
S&P Capital IQ

No biography specified

Stephen Viscovich

Managing Director
Credit Suisse

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)

Jeremiah Wagner

Partner
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)

Stuart Waldman

Managing Director
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)

Maggie Wang

Director
Citi Global Market, Inc.

Maggie Wang is a Director in Credit Strategy and the Head of US CLO & CDO Strategy at Citigroup. Prior to joining Citi, she headed US CLO & CDO research at JPMorgan. Maggie Wang ranks in 2nd place in the Institutional Investor All-America Fixed Income Research Team poll in 2013. Maggie earned her Bachelor degree in Electrical Engineering from HUST China and Ph.D candidacy at Boston University where she earned a Master degree in Computer System Engineering.

Scott Waterstredt

Managing Director
MetLife

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)

Neil Weidner

Partner
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)

Darrell Wheeler

Managing Director
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)

Edwin Wilches

Portfolio Manager
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)

Evan Wilkoff

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.

Eric Will

REO Sales & Closing Senior Director
Freddie Mac

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.

Kent Williams

Vice President Asset Management
Vivint Solar

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 e ... (view full description)

Magnus Wilson-Webb

Managing Director
BNY Mellon

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.

Cory Wishengrad

Head of Structured Products Origination
Guggenheim Securities

Cory Wishengrad has over 15 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 assets, structuring and leading numerous landmark deals such as the $2.6 billion Dunkin’ Brands, $2.425 billion Wendy’s, $1.675 billion Domino's Pizza, $1.4 billion DineEquity and $1.15 billion CKE Restaurants (Hardee's/Carl's Jr.) whole business securitizations, the $1.1 billion Iconix (2012/2013) brand licensing securitization program, the $1.8 billion American Tower (2013) and $1.33 billion SBA Communications (2013) wireles ... (view full description)

Jon Wishnia

Partner
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)

Calvin Wong

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)

John Wu

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)

Kishore Yalamanchili

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

Partner
Dentons

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)

Robert Zable

Senior Managing Director
GSO/Blackstone Debt Funds Management

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 Zak

Director
Barclays

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)
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PRIVACY STATEMENT

Our Privacy Commitments

Euromoney Institutional Investor PLC and Institutional Investor Inc. (together "we") respect the privacy of every person who visits, registers with or subscribes to our websites and online publications ("you"), and are committed to ensuring a safe online experience.
This Privacy Statement outlines the information we may collect about you in relation to your use of our websites and related publications and services ("personal data") and how we may use that personal data. It also outlines the methods by which we and our service providers may (subject to necessary consents) monitor your online behaviour in order to deliver customised advertisements and marketing materials and other tailored services. This Privacy Statement also tells you how you can verify the accuracy of your personal data and how you can request that we delete or update it.

This Privacy Statement applies to all websites operated by us (as indicated on the relevant website) ("Sites"). For the purpose of this Privacy Statement "group company" shall mean Euromoney Institutional Investor plc and any of its subsidiary companies, including, without limitation, Institutional Investor Inc. Please note that the Sites may contain links to external sites and may contain advertisements for, and/or the opportunity for you to purchase products or services from third parties. This privacy statement does not cover the activities of such third parties, and you should consult those third party sites' privacy policies for information on how your data is used by them.
By accessing and using the Sites you are agreeing to the terms of this Privacy Statement.

Information about us

Our principal business activities are:

  • Business-to-Business Financial Publishing. We provide a range of products and services focused on international finance, metals, commodities, telecoms and emerging markets including magazines, newsletters, electronic information and data
  • Organisers of Seminars, Conferences, Training Courses and Exhibitions for the financial markets industry

Euromoney Institutional Investor plc Company Address:

Nestor House,
Playhouse Yard,
London EC4V 5EX
United Kingdom

Institutional Investor, Inc. Company Address:

1120 Ave of the Americas, 6th floor
New York, NY 10036
USA

Name of the Data Controller

The Data Controllers are Euromoney Institutional Investor plc and Institutional Investor Inc.
Euromoney Institutional Investor plc is subject to the UK Data Protection Act 1998 and is registered in the UK with the Information Commissioner's Office.

Collection of Personal Data

Our primary goal in collecting personal data from you is to give you an enjoyable customised experience whilst allowing us to provide services and features that most likely meet your needs.

We collect certain personal data from you, which you give to us when using our Sites and/or registering or subscribing for our products and services. However, we also give you the option to access our Sites' home pages without subscribing or registering or disclosing your personal data.

We also collect certain personal data from other group companies to whom you have given information through their websites (including, by way of example, Euromoney Institutional Investor plc and Institutional Investor Inc, in accordance with the purposes listed below).
Please note that we do not intend to collect any personal data from children under thirteen years of age and no child under thirteen should submit any personal data to any of the Sites. Should we discover that any such personal data has been delivered to any of the Sites, we will remove that information as soon as possible.

Types of Personal Data Held and its Use

  1. Customer Services and Administration

At some Sites, Euromoney collects personal data such as your name, job title, work and/or home address, and telephone number and email address in order to register you for access to certain content and subscriptions. This information may be supplemented with demographic information from your use of our Sites such as your postal area, age, gender, purchasing preferences and interests.

At other Sites, Euromoney may only collect broad demographic information for aggregate use.

This information is used to administer and deliver to you the products and/or services you have requested, to operate our Sites efficiently and improve our service to you, and to retain records of our business transactions and communications. By using the Sites and submitting personal information through the registration process you are agreeing that we may collect, hold, process and use your information (including personal information) for the purpose of providing you with the Site services and developing our business, which shall include (without limitation) the purposes described below in paragraphs 2 and 3.

  1. Monitoring use of our Sites

Where, as part of our Site services, we enable you to post information or materials on our Site, we may access and monitor any information which you upload or input, including in any password-protected sections. Subject to any necessary consents, we also monitor and/or record the different Sites you visit and actions taken on those Sites, e.g. content viewed or searched for. If you are a registered user (e.g. a subscriber or taking a trial), when you log on, this places a cookie on your machine. This enables your access to content and services that are not publicly available. Once you are logged on, the actions you take - for example, viewing an article - will be recorded (subject to any necessary consents). We may use technology or a service provider to do this for us. This information may be used for one or more of the following purposes:

    • to fulfil our obligations to you;
    • to improve the efficiency, quality and design of our Sites and services;
    • to see which articles, features and services are most read and used
    • to track compliance with our terms and conditions of use, e.g. to ensure that you are acting within the scope of your user licence;
    • for marketing purposes (subject to your rights to opt-in and opt-out of receiving certain marketing communications) - see paragraph 3 below;
    • for advertising purposes, although the information used for these purposes does not identify you personally. Please see paragraph 5 below for more details;
    • to protect or comply with our legal rights and obligations; and
    • to enable our journalists to contact and interact with you online in connection with any content you may post to our Sites.

Please see paragraph 5 below for more information on cookies and similar technologies and a link to a page where you can turn them on or off.

  1. Marketing:

Some of your personal data collected under paragraphs 1 and 2 above may be used by us and/or our other group companies and third party service providers to contact you by email, fax, telephone and/or post for sending information or promotional material on our products and/or services and/or those of our other group companies.
We give you the opportunity to opt-out of receiving marketing communications and will in certain circumstances need to obtain your consent before sending such communications to you. Further detail can be found on the applicable Site and in each marketing communication sent by us, our group companies or service providers. See also "Consents and opt-outs" section below.

  1. Trading in Personal Data:

Some of your personal data may be collected and processed with the intention of selling it to other organisations, but this will not be done unless you have given your consent (separately to this privacy statement).

  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
  • collect statistical information about how you use the Site so that we can improve the Site; and
  • gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.

To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at cookies@euromoneyplc.com if you have any queries about cookies)

Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.

Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.

Consents and opt-outs

You can give your consent to or opt out of particular uses of your data as indicated above by:

  • Indicating at the point on the relevant Site where personal data is collected;
  • Informing us by email, post or phone; or
  • Updating your preferences on the applicable Site;

For turning cookies and similar technologies on and off, see the information in paragraph 5 above.

Disclosures

Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.

Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.

We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.

We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.

Public forums, message boards and blogs

Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.

Transfers outside the EEA

Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.

Confidentiality and Security of Your Personal Data

We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.

The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.

We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:

  • unauthorised access
  • improper use or disclosure
  • unauthorised modification
  • unlawful destruction or accidental loss

All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.

We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.

How to Access, Update and Erase your Personal Information

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
  • Telephone: +44 (0)20 7779 8600
  • Email: dataprotectionofficer@euromoneyplc.com

Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.

Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:

  • erased
  • rectified or amended
  • completed

Changes to this Privacy Statement

We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.

This Privacy Statement was last updated in April 2012.

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