Head of Product
Leads the product strategy and development efforts for Sky Road's cloud based trading and portfolio management solutions.
Senior Managing Director
Amherst Pierpont Securities
Global Securitization Editor
Max Adams is the global securitization editor for GlobalCapital, overseeing and directing all coverage of asset-backed securities markets. His reporting focuses on real estate finance including commercial and residential, as well as single family rental. GlobalCapital, a publication of Euromoney Institutional Investor, is a weekly newspaper covering the capital markets across Europe, the US and Asia.
Head of Trading & Deputy Chief Investment Officer
Semper Capital Management
Neil is the firm’s Head of Trading and Deputy CIO with primary responsibility over the execution of the trading process. Neil serves on the Investment and Risk Management committees. Neil has over 15 years of experience in trading, investing and managing risk in securitized products. Prior to joining Semper, Neil was the Mortgage Credit Sector Head and a Senior Trader at BlueCrest Capital Management. Prior to BlueCrest, Neil was a Senior Vice President in the structured products group at Jefferies, and a Vice President in various mortgage teams at Barclays Capital and C12 Capital Management. Earlier in his career, Neil structured various mortgage-backed securitizations for Ci ... (view full description)
Managing Director - Global Structured Finance
Moody's Investors Service
Jim Ahern, Managing Director – Global Structured Finance Group – is responsible for Moody’s securitization, structured finance and covered bond ratings businesses in the Americas, EMEA and Asia Pacific.
Jim joined Moody’s in June 2014. Prior to Moody’s, Jim was Managing Director & Global Head of Securitization at Société Générale (SG) based in London. Prior to assuming this role in 2011, he held a number of positions of increasing importance at SG in New York including Co Global Head of Securitization, Head of Consumer ABS and Deputy Head of Securitization Credit Structures.
From 1995 until joining SG in 2002, Jim Co-Headed the Structured Finance Group for Commerz ... (view full description)
Eagle Point Credit Management
Patricia is a Vice President of Eagle Point Credit Management. She is responsible for assisting the Senior Investment Team in all facets of the investment process, focusing on analysis, structuring and trade execution in the primary and secondary CLO market.
Prior to joining Eagle Point, Patricia was a Junior Trader/Analyst on Citigroup’s CLO/CDO Secondary Trading Desk. In addition to trading across the CLO stack, Patricia managed all Bids Wanted in Competition (BWICs), customer and desk axes and the desk’s Profit & Loss on a daily basis.
Prior to her year on the CLO Trading Desk, Patricia spent three years on Citi’s Structured Finance Desk in New York, including ... (view full description)
DIRECTOR, Research Strategist
Roger Ashworth is head of the non-agency MBS strategy team. His team is responsible for relative value, prepayment and credit analysis within the non-Agency mortgage market. Prior to joining Citi, Roger was in a similar role at Amherst Securities Group, and he was a non-agency MBS trader at Merrill Lynch prior to that.
Roger received a BS degree in engineering from the US Naval Academy and an MBA degree from Georgetown University.
Clifford Chance US LLP
Lee Askenazi is a partner in the Structured Capital Markets Group of Clifford Chance. He has extensive experience in structured capital markets, including all aspects of residential and commercial mortgage-backed securities, asset-backed securities, collateralized loan obligations, credit risk transfers and other structured products, with a primary focus on the financing of mortgages and related assets.
Lee regularly advises clients in connection with CRE CLOs and other types of secured financings, including those structured as repurchase transactions and warehouse lending lines. In addition, he represents the main participants in domestic and international residential and com ... (view full description)
Director, Securitized Products
RBC Capital Markets
Tony is currently head of Securitized Products Market Risk at RBC Capital Markets. He has over 16 years of experience in securitized products including trading, risk management, modeling, and valuations. In his current role, Tony is responsible for market risk management and oversight of securitized products. His team is also responsible for various risk infrastructure and modeling initiatives for structured products including VaR methodology, stress testing, and stress scenarios design.
Prior to his role at RBC, Tony held a similar position at Jefferies LLC where he was responsible for market risk oversight and IPV for the Securitized Products trading business. His experience ... (view full description)
Morgan, Lewis & Bockius LLP
Reed Auerbach is the global leader of the structured transaction group at Morgan Lewis. Recognized in the 2018 edition of Chambers USA as a leading structured finance lawyer and “one of the goliaths of the business,” Reed represents a broad range of Fortune 100 companies, financial institutions, investment funds, and issuers in the development of innovative structured finance strategies and advises on the acquisition and disposition of financial assets and origination and servicing platforms. He advises underwriters and issuers in connection with both domestic and cross-border public and private offerings of asset-backed and mortgage-backed securities involving a wide variety of ass ... (view full description)
Global Head of Product Development – Issuer Services
Marcus Austin is the Global Head of Product Development for Issuer Services, part of Citi’s Banking, Capital Markets and Advisory group.
Citi Issuer Services delivers bespoke Trustee, Custodial and Cash Management solutions to over 2,000 clients worldwide, in support of debt, equity, structured, project, corporate and Sharia compliant finance transactions.
Marcus is responsible globally for product development, strategy and all forms of technology and fin tech innovation initiatives presently impacting global capital markets.
In addition to primary markets, Marcus also has an extensive knowledge of Custodial and Cash Management services from his prio ... (view full description)
Yezdan Badrakhan is an Executive Director in Morgan Stanley’s Global Capital Markets group based in New York, covering the Transportation ABS sector, including aviation, intermodal containers, and rail. He joined Morgan Stanley in November 2018, previously holding a similar position at Wells Fargo Securities where he was responsible for both aircraft ABS capital markets and aviation warehouse lending. Before joining an investment bank in 2015, Yezdan was a structured products Portfolio Manager for pension funds and life insurance companies at Guggenheim Partners for 6 years in Santa Monica. He holds a Bachelor of Science in Biology from the California Institute of Technology.
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.
Kailee Balagia is a Director in PwC's Financial Markets practice with 11 years of experience performing transaction closing and advisory services related to capital markets and securitization.
Kailee specializes in consumer and esoeteric asset-backed securities (ABS), including ABS backed by Auto Loans/Leases, Consumer Loans, Credit Cards, Equipment Leases and PACE Bonds. Her client portfolio includes banks, captive finance companies, marketplace lenders, and other specialty finance companies. She supports her clients throughout transaction life cycle through both consulting and audit related engagements.
Kailee leads a team performing transaction closing services in ... (view full description)
Richard Barnett joined Castlelake in 2017 as part of the Business Development & Capital Markets team and is focused on the origination of new investment opportunities and investment financing. Prior to joining Castlelake, Mr. Barnett was with the Structured Finance group at Deutsche Bank, where he ran syndication for asset-backed securitizations, collateralized loan obligations, and Deutsche Bank's private lending business. He held similar positions at Goldman Sachs & Co. and Lehman Brothers prior to working at Deutsche Bank. Rich received his B.A. in business administration from Loyola University New Orleans in economics and finance.
Somdutta Basu is a Fixed Income Research Strategist at Morgan Stanley. She is a member of the Securitized Products team focusing on US Housing, Non-Agency RMBS and Consumer ABS.
Prior to joining Morgan Stanley in 2018, Somdutta worked as an Economist Consultant at Vega Economic Consulting and analyzed litigated structured finance products (especially RMBS) from before the Financial Crisis of 2008. She was a Research Fellow at the Public Company Accounting Oversight Board and holds a master's degree in quantitative economics from Indian Statistical Institute and a doctoral degree in economics from The Pennsylvania State University.
Nancy Beebe joined Capital One in 2017 to lead Investment Research within the Financial Institutions Group, bringing 25 years of experience in various leadership roles in structured finance, strategic risk and large bank regulatory supervision. Most recently, she served as VP in the Risk Specialists Group at the Federal Reserve Bank of Chicago, where she led System teams responsible for developing analytics to examine market trends and wholesale lending activities of large banks. Prior to her time at the Federal Reserve Bank of Chicago, Nancy was employed with ABN Amro Bank N.V. where she held a variety of leadership positions in the Corporate Banking Division and Structured Finance Group. ... (view full description)
Principal, Co-Head ABS & CMBS Investments
Bob Behal, CFA is a Principal with Vanguards Fixed Income Group as the Co-Leader of the ABS/CMBS team. In his current role Mr. Behal manages the investment strategies for CMBS, ABS, Non-Agency RMBS, and Covered Bond sectors across Vanguards Fixed Income Funds.
Before his association with Vanguard, Mr. Behal worked for AllianceBernstein as a Vice President, Oppenheimerfunds, and MetLife. In these roles he was responsible for research, analysis and portfolio management across a wide range of structured products.
Mr. Behal is a Chartered Financial Analyst.
He holds a B.S. degree in Ceramic Engineering from Rutgers University, and an M.B.A. in Finance from Rutgers ... (view full description)
Prytania Asset Management
Colin is a Portfolio Manager at Prytania Asset Management, investing in structured and private credit opportunities. Colin also manages hedging and financing activities across Prytania’s various strategies.
He holds a BSc. in Applied Mathematics, a Masters in Financial Markets from Paris Dauphine University and is a CFA charterholder.
Director, Mortgage Strategy
Andrew Davidson & Co., Inc.
Eknath Belbase is Director of Mortgage Strategy at Andrew Davidson & Co., Inc. He also consults on a range of projects involving portfolio strategy, risk management, hedging, interest rate and credit analytics, custom models and risk-based capital.
Eknath began his career in Finance at AD&Co, where he worked from 1998-2002. During that period, he developed the first version of the B-K interest rate process, an initial implementation of the implied-prepayment model, and developed prepayment models for agency fixed-rate and hybrid products that introduced national house price appreciation as a driving variable for the first time. He also supported a number of consulting proj ... (view full description)
Senior Managing Director
Kroll Bond Rating Agency
Nitin Bhasin is a senior managing director in the CMBS group at Kroll Bond Rating Agency, where he co-manages issuance and surveillance of credit ratings for Conduit, Single Borrower, CRE CLO, SBC, and SFR securitizations. He has been KBRA since 2011, and has been instrumental in the company’s early development and its subsequent growth. During this time, KBRA's CMBS group has rated over $400B in CRE securitizations across 500+ transactions.
Previously, among other roles, Nitin was at Wells Fargo Securities’ securitization and proprietary investing desks, where he structured and banked CRE CDOs, and made equity and debt principal investments in CRE assets, respectively. ... (view full description)
Aditya Bhatla is a Director in Deutsche Bank’s Credit Solutions and Direct Lending group. He is responsible for a business which provides financing solutions to hedge funds, private equity funds, REITs and asset managers against liquid and illiquid financial assets. Aditya has worked on several innovative financing transactions involving repurchase agreements, total return swaps, secured loans, etc. He has extensive experience in relation to financing securitized products (ABS, CMBS, RMBS, esoterics), corporate/distressed credit and other structured products.
Aditya has been with Deutsche Bank for 11+ years and worked across a range of structured credit businesses in DB’s New Y ... (view full description)
Fixed Income Investor Network
Dave Blide joined the Fixed Income Investor Network as Managing Director in March of 2019. Prior to joining FIIN, Dave was the Publisher of The Institutional Investor Journals research group, where he managed such publications as The Journal of Portfolio Management, The Journal of Structured Finance, The Journal of Fixed Income, among others. Dave spent the majority of his career within the Journals research business going back to 2004, and most recently worked with Frank Fabozzi on the development and launch of The Journal of Financial Data Science in January 2019. Other new publications launched during his tenure include The Journal of Retirement ... (view full description)
Beth Ann Bovino
Chief U.S. Economist/Managing Director
S&P Global Ratings
Beth Ann Bovino is the U.S. Chief Economist and Managing Director at S&P Global Ratings, based in New York. In this position, she develops S&P’s U.S. economic forecasts and authors the quarterly U.S. Economic Forecast, the biweekly Financial Notes and the Business Cycle Barometer. Beth Ann has written timely research reports on long-term economic trends and has created industry drivers for analyst research. She is quoted regularly in the press and has appeared on many major television programs. Further, she has written many articles for popular and professional publications.
Before joining Standard & Poor’s in February 2004, Beth Ann spent over ten years doing econ ... (view full description)
Louise Bowman joined Euromoney in March 2006 as a senior correspondent on the fixed income team.
She became markets editor in 2011 with a particular focus on debt capital markets, leveraged finance, securitization and private equity. Deputy editor since 2014, she also co-ordinates news coverage in the magazine.
Louise has worked for a number of magazines in the Euromoney Institutional Investor group in London and New York and she also spent several years in Hong Kong writing for Asiamoney. Immediately prior to joining Euromoney, Louise was an editor at Thomson Financial. .
Chief Executive Officer
Structured Finance Association
Michael R. Bright joined the Structured Finance Association in January 2019 as CEO, where he oversees the vision, strategy, convening, and advocacy work of the Structured Finance Association and its thousands of members in the securitization industry.
Prior to joining the Structured Finance Association, Michael was the EVP and Chief Operating Officer of the Government National Mortgage Association, or Ginnie Mae. As COO he managed all operations for Ginnie Mae’s $2.0 trillion portfolio of mortgage-backed securities (MBS). In this capacity, and as the Acting President, Michael oversaw the fulfillment of Ginnie Mae’s core mission – connecting global bond investors with domestic mortgage ... (view full description)
Vice President & Structured Portfolio Analyst
Eaton Vance Management
John Brodbine is a vice president of Eaton Vance Management and structured portfolio analyst. John joined Eaton Vance in 2004 as a member of the floating-rate loan team. He is responsible for modeling and analyzing the team’s CLOs and several institutional accounts. Prior to joining Eaton Vance, John was with U.S. Bank where he worked in the Corporate Trust Division performing Trustee Services for various CDO products. John earned his B.S. in finance from Merrimack College.
Head of Fixed Income Strategy
Mr. Buchta is a Managing Director and the Head of Fixed Income Strategy at Brean Capital, LLC.
Mr. Buchta has over 30 years of experience developing investment strategies for financial institutions across the various fixed income sectors, with an emphasis on MBS, CMBS and other asset backed securities. Over the years he has worked with banks, credit unions, insurance companies, money-managers and hedge funds to develop comprehensive investment and hedging strategies specific to each investor class. In addition to providing market insight and cross-sector relative value trade ideas to institutional clients, Mr. Buchta also provides periodic commentary on macroeconomic themes, interest r ... (view full description)
MD, Head of Client Success
Connor is an MD, Global Head of Client Success at KANERAI — a leading provider of insights and clarity for credit markets, with a focus on solutions for investment, trading, and portfolio management. At KANERAI, Connor oversees the global client base, manages relationships with strategic partners, and helps guide Insight™ CLO analytics platform development. Prior to joining KANERAI, Connor was a credit product specialist at Moody's, where he worked with leading financial institutions in North America and focused on corporate credit and quantitative default tools.
Co-founder & Chief Executive Officer
Mike Cagney serves as Co-founder and CEO of Figure Technologies as well as the Executive Director of Provenance Blockchain Inc. Figure is a financial services technology company providing innovative financial solutions to consumers and Provenance is the leading production blockchain for the financial services industry. Previously, Mike served as CEO, chairman and co-founder of SoFi, a leading marketplace lender providing student loan refinancing, mortgages and personal loans, as well as a range of wealth management services. Mike is also co-founder and a managing member of Cabezon Investment Group, a global macro hedge fund, and serves as the non-executive chairman of ReFlow, a liquidity an ... (view full description)
Will Caiger-Smith oversees coverage of the leveraged finance market at Debtwire North America, focusing on new issuance of leveraged loans and high yield bonds as well as the ongoing performance of borrowers in those markets. Before joining Debtwire, he covered structured finance, investment grade debt and the banking sector at International Financing Review and GlobalCapital, in London and New York.
Director, Head of Residential Loan Trading. Alfred joined MetLife Investments in 2008 and directs trading and portfolio strategy for MetLife’s residential loan portfolio. He has over 20 years of mortgage experience ranging from directing master servicing to loan trading and transaction management. Prior to joining MetLife Investments, he was Director of Secondary Marketing at MetLife Bank. Alfred graduated from Texas Christian University in 1996 with a Bachelor of Business Administration degree in Finance.
Moody's Investors Service
Dev Chatterjee is a Managing Director and the head of the SFG Corporate surveillance and ABCP ratings teams at Moody’s Investors Service that include commercial and esoteric ABS, structured credits such as CLOs and asset-backed commercial paper. Dev has been in his current role since October 2016.
Previously, Dev has held a number of management roles within the structured finance team at Moody’s. Most recently, he was the head of the ABS surveillance and ABCP ratings teams at Moody’s. He was also on the editorial board of ABS Spotlight, a monthly newsletter focusing on the U.S. ABS market. Dev has also headed the U.S. RMBS surveillance team and was the managing editor of Resi L ... (view full description)
Senior Vice President
Income Research & Management
Caroline Chen is Senior Vice President at Income Research + Management, a Boston based, privately owned, fixed income asset management firm with $76Billion AUM. She joined IRM’s investment team in 2016 as a senior research analyst covering non-agency RMBS and ABS, and have been invovled in a wide range of firm’s investments in whole business ABS, data center ABS, NNN lease, aircraft ABS, private student loans, timeshare as well as non-agency residential mortgage securities.
Caroline Chen has 17 years securization industry experience and is a member of Fixed Income Investor Network. Before joining IRM, she worked at Deutsche Bank New York for 11 years holding various roles. ... (view full description)
Portfolio Manager & Head of Global Structured Credit
Brandywine Global Investment Management
Tracy Chen is Portfolio Manager and Head of Structured Credit at Brandywine Global Investment Management, Tracy leads the global structured credit portfolio investment and seeks the most attractive value in global structured credit market, including investment in U.S. RMBS, CMBS, ABS, CLO, European ABS and other structured products. She joined the Firm in August 2008. Prior to joining Brandywine Global, she had been with UBS Investment Bank as Director of the structure products valuation group, GMAC Mortgage Group (focusing on mortgage whole loan pricing and trading) and Deloitte Consulting. Tracy earned her MBA with a concentration in Finance from the University of North Carolina at Chap ... (view full description)
Kroll Bond Rating Agency
Xilun Chen is a Senior Director at Kroll Bond Rating Agency Inc. focusing on commercial and non-traditional ABS, including whole business & other royalty securitizations, single-tenant net lease and cell tower securitizations. Prior to joining Kroll, Xilun was a Director at S&P, focusing on various non-traditional asset classes. Prior to S&P, Xilun held positions at Morgan Stanley, Harding Advisory, BlueMountain Capital, Ambac and JPMorgan.
Chief Investment Officer
Sancus Capital Management
Ms. Chernova is the Founder and CIO of Sancus Capital Management. She launched the management company and Sancus Capital Select Master fund in August of 2009 securing a “seed deal” from Citigroup’s Fund of Fund business. Ms. Chernova has been involved in the credit derivatives market since its inception in 1999, trading single name CDS, CDX Indices, tranches and options, as well as developing credit event settlement protocols at the early stages of the market. Prior to Sancus, Ms. Chernova was a Managing Director at JPMorgan, serving as Head of North American Credit and Structured Credit for the Proprietary Positioning Business from 2007 to 2009. At JPMorgan, Ms. Chernova gu ... (view full description)
Executive Vice President of Research & Analysis
Meredith Coffey is Executive Vice President of the Loan Syndications and Trading Association (LSTA), and runs its Research and Analysis Department. Ms. Coffey co-heads the LSTAs regulatory and CLO efforts, which help facilitate continued availability of credit and the efficiency of the loan market.
In addition, Ms. Coffey heads a team of analysts that are responsible for analyzing current and anticipated loan market developments, helping the LSTA build strategy and improve market efficiency, and providing commentary through weekly newsletters, periodic conferences and webcasts.
Ms. Coffey and the analyst team also engage market participants, press and regulators on issues and dev ... (view full description)
Chief Operating Officer
AGL Credit Management LP
Comer brings nearly 30 years of credit markets and leveraged loans underwriting experience to AGL. Most recently, she served as a Managing Director and Global Head of CLO Primary at Bank of America Merrill Lynch, where she led a team across New York and London and worked since 2007. Previously, she held various roles at Salomon Smith Barney and later Citigroup, where she spent 14 years and helped structure and market a variety of CDOs, securitizations and project finance transactions. Comer started her career as an analyst at Sanwa Bank in Tokyo in 1988. She is a board member of the Loan Syndication & Trading Association (LSTA).
Comer received an M.B.A. from Dartmouth Unive ... (view full description)
Chief Operating Officer & Co-Founder
Alexandra is Chief Investment and Operating Officer of Greenworks Lending, a Commercial PACE originator, where she oversees capital markets, underwriting and financial operations. In her current and prior roles, she has structured and overseen more than $500M clean energy financings across the residential, commercial and not-for-profit sectors. In 2015 Cooley co-founded Greenworks Lending to scale C-PACE financing nationally. Since launching the firm, based in Darien CT, has entered 13 states and established the asset class for commercial PACE by leading the first securitization of commercial PACE assets in late 2017. Cooley holds an MBA and a MEM from Yale and a BA from University ... (view full description)
Director, Model Risk Management
Andrew Davidson & Co., Inc.
Richard Cooperstein, Ph.D. leads Model Risk Management at Andrew Davidson & Co., Inc. bringing decades of experience from various risk and policy roles in the mortgage market. His experience includes senior positions at Freddie Mac, Ocwen, HSBC Securities and Ranieri Partners. At the US Office of Management and Budget, he applied option pricing theory to value Federal guarantees and was one of the chief architects of Credit Reform. Richard is a published author and experienced speaker on applied option pricing and the economics of financial policy.
Cadwalader, Wickersham & Taft LLP
Sophie Cuthbertson is a partner in the firm’s Capital Markets Group. Sophie’s work focuses on innovative and complex structured finance transactions and private fund formation for high-profile clients. She is at the forefront of the initiative to develop securitization structures and fund products for alternative finance providers and marketplace lenders, and has completed a number of innovative deals within the space. She advises issuers, underwriters, initial purchasers, hedge funds and private equity funds in private Rule 144A/Regulation S and public securitization transactions for a variety of asset types, including student loans, personal consumer loans, solar loans and other financial ... (view full description)
Senior Vice President/Manager
Moody’s Investors Service
Jingjing (Nicky) Dang is a Senior Vice President and head of the Consumer ABS New Ratings Americas team. In this role, she manages the teams that cover the auto,unsecured consumer loan, credit card, and student loan sectors. She is also a senior editor of the ABS Spotlight. Nicky has previously led the auto and student loan rating team prior to taking her current position and worked on surveillance of various ABS and RMBS transactions since she joined Moody’s in February 2007 as an Associate Analyst.
She hold a Master’s Degree in Economics from New York University and an undergraduate degree from Beijing Technology and Business University. Nicky is also a CFA charterholder.
Senior Vice President - Structured Products
Radian Group Inc.
Peter Danna is an SVP within Radian’s Structured Products group. Peter is charged with assisting the firm in its credit risk solutions efforts as well as with the management of Radian’s traditional reinsurance and Eagle Re mortgage insurance-linked note risk distribution programs. Prior to joining Radian, Peter headed Morningstar Credit Ratings’ ABS Business Development efforts, Radian Asset Assurance’s Structured Finance Risk Management team and before that, a portion of Radian Asset’s Global Structured Products team. Peter served as head of Structured Finance Underwriting at Munich Re America and also worked at Standard & Poor’s and Arbor National Mortgage.
Peter earned ... (view full description)
Luisa De Gaetano
Associate Managing Director
Moody's Investors Service
Luisa De Gaetano heads the US RMBS New Ratings team in the Structured Finance Group at Moody’s Investors Service. The RMBS team assigns new ratings to transactions in several sectors including prime jumbo, credit-risk transfer, re-performing, single-family rental, and reverse mortgages. In addition, Luisa also heads the team that publishes assessments on ability and stability of originators and servicers. Luisa is also an editor of the monthly newsletter ResiLandscape, which focuses on credit risk in the RMBS market.
Luisa joined Moody’s in 2005, and previously managed new ratings and surveillance teams across all ABS sectors - credit cards, student loans, a ... (view full description)
Kwaw De Graft Johnson
Mr. Kwaw de Graft-Johnson is a Director in the Securitized Products Group at Credit Suisse, focusing on mortgage related financing and capital markets transactions.
Mr. de Graft-Johnson joined CS in 2011, having previously worked at Barclays Capital as a member of the mortgage and government advisory team, and at the Federal Reserve Bank of New York in the Markets Group focused on TALF and the housing market.
Mr. de Graft-Johnson graduated with a B.Sc in Civil Engineering from North Carolina State University, and also holds an M.Eng from Rensselaer Polytechnic Institute and an MBA from Cornell University.
Credit Agricole Corporate and Investment Bank
Bruce D. Deane is a Managing Director in CACIB’s Global Markets Division-Securitization group having joined in 2000. He is currently heading conduit program management, investor marketing, dealer and investor relations, and product distribution for the Atlantic and La Fayette ABCP programs, as well as LMA investor marketing in the U.S. These programs primarily finance traditional multi-seller assets including auto loans and leases, dealer floorplan, auto rental fleets, trade receivables, and commercial and equipment loans and leases.
Prior to joining Credit Agricole CIB (1998-2000), Mr. Deane was the Director of Securitization for Deutsche Financial Services in St. Louis, a ... (view full description)
Managing Director, Head of Structured Products
Thomas Denkler is responsible for managing the portfolio and new investment selection of Asset-Backed Securities, structured corporate debt, and tax driven transactions in the Private Placements Group.
He is also a member of the Credit Committee for the Private Placement Group, the International Credit Committee, and the Investment Committee of the Structured Products Group. He started working for SunAmerica in 1991, which was acquired by AIG in 1999.
Previously he worked at Zilkha Energy Company and KPMG Peat Marwick. He received a bachelor’s business degree in Accounting from the University of Texas at Austin and an MBA in Finance from the University of Houston. Mr. Denkler is ... (view full description)
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 his undergraduate degree ... (view full description)
Lilia Dobreva is an Executive Director in Morgan Stanley’s FID Secured Lending group. She is the head of the consumer lending vertical covering marketplace lending, small business loans, student loans, and PACE assessments. Prior to rejoining Morgan Stanley in 2017, Lilia was an investment professional at Eaglewood Capital Management focusing on marketplace lending investments and capital markets solutions. From 2008-2015, Lilia held lending and structuring roles in the Securitized Products Group at Morgan Stanley. She holds a bachelor’s degree in Economics from the University of Chicago, where she was a Student Marshal and member of Phi Beta Kappa.
Chief Executive Officer & Co-Founder
Carlos Domingo is a senior executive, entrepreneur, investor, and currently the CEO and Co-Founder of Securitize, Inc. Before becoming the CEO of Securitize, Carlos co-founded and launched SPiCE VC, a fully tokenized VC fund. In order to ensure global compliance for SPiCE VC, Carlos and his team created the security token issuance and lifecycle management platform that would later become Securitize, Inc. Prior to SPiCE and Securitize, Carlos was the President and CEO of Telefonica R&D, and CEO of New Business and Innovation at Telefonica Digital, as well as co-founder and board member of Wayra, one of the world’s largest corporate accelerators. He has been CTO and CEO or board member of ... (view full description)
Senior Vice President
Irene Eddy is a senior rating analyst at DBRS, responsible for clean energy and energy efficiency financing, including Property Assessed Clean Energy (PACE) and Energy Savings Performance Contracts (ESPC). Irene came from GE Capital where she spent over 20 years, developing and executing over $23 bn in global structured finance solutions in the public and private asset-backed markets. Prior to her career in structured finance, Irene was a legal intern at the U.S. Securities & Exchange Commission and an auditor at the public accounting firm, Deloitte.
Executive Director, Structured Products Strategy
James Egan is an Executive Director on the Securitized Products Strategy team at Morgan Stanley. He is the head of US Non-Agency RMBS Strategy, focusing on legacy, RMBS 2.0 and Credit Risk Transfer and the co-head of US 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.
Chief Economic Advisor
Allianz Global Investors
Mohamed A. El-Erian has worked on economic and financial issues in both the public and private sectors. Currently, he is the Chief Economic Advisor at Allianz, the corporate parent of PIMCO where he formerly served as chief executive and co-chief investment officer (2007-14), a columnist for Bloomberg View, a contributing editor at the Financial Times, and a member of the UnderArmour and several non-profit boards. He chairs Allianz International Advisory Board and, from December 2012 to January 2017, chaired President Obama’s Global Development Council.
Having served for 15 years as an international civil servant at the IMF in Washington DC, Dr. El-Erian first joined PIMCO in 199 ... (view full description)
Vice President, Investment Strategist
Loomis, Sayles & Company, L.P.
Kyra Fecteau is a vice president of Loomis, Sayles & Company and investment strategist for the mortgage and structured finance team. She is responsible for aiding the fixed income product teams in implementing optimal securitized strategies and generating relative value trade recommendations across all segments of securitized assets.
Kyra joined Loomis Sayles in 2015 as a portfolio analyst and was promoted to senior portfolio analyst in 2017, and later to investment strategist in 2018. She has 10 years of investment industry experience. Previously, Kyra worked at Merganser Capital Management where she was a structured products research analyst, trader and co-portfolio manager ... (view full description)
Co-Head of US
Investcorp Credit Management
Jim joined Investcorp Credit Management in March of 2019. He is a member the Investment Committee.
Previously, Jim was a Senior Managing Director at Medley Management Inc. where he held roles including Head of Credit and Structured Credit, Head of Markets (Tradable Credit), Head of Investing and Head of Restructuring.
Jim began his career in leveraged finance with Fleet Bank and J.P. Morgan Securities’ (fka Chemical and Chase Securities) Acquisition Finance and Global Leveraged Finance Group. After joining private equity firm J.H. Whitney & Co., Jim was a Founding Partner of Friedberg Millstein's credit strategies business a ... (view full description)
Benjamin Fernandez is a Managing Director in the Securitized Products Origination Group at Barclays where he is responsible for Barclays’ Nontraditional Asset-Backed Securitization effort.
Ben and his team execute securitization financings across a variety of different asset classes including franchise whole business, timeshares, wireless towers, rental fleet, fleet lease, film libraries, brand licensing, billboards and structured settlements.
Ben joined Barclays in 2008 from Lehman Brothers, where he began his career as an Analyst in 2002. He has spent his entire career in Securitized Products and has structured and placed over $45 billion of Term A ... (view full description)
Mr. Fernandez joined Natixis CIB Americas in 2016. He has more than 20 years of experience in structured finance, including various roles in CLO origination, advisory and structured credit sales & trading, most recently at Brean Capital.
Mr. Fernandez holds an MBA in Finance and International Business and a BA in Economics and Mathematics.
Leveraging his extensive global financial services experience, Linc Finkenberg advises companies on transformative financial transactions, capital markets transactions, risk mitigation and related litigation and enforcement. Linc offers a deep understanding of how technologies such as AI, machine learning, distributed ledger, blockchain and digital currencies are being deployed and changing trust banks, financial companies and corporate law departments. His unique depth of knowledge in how these tools are increasing competitiveness informs his counsel to clients.
As a former associate general counsel and managing director at BNY Mellon, Linc has been at the forefront of LIBOR and ... (view full description)
Former Head of Global Relationship Management
Mr. Fiorillo is a founding member of DoubleLine. He is the head of Global Sales. Prior to joining DoubleLine in 2009, Mr. Fiorillo was previously a Managing Director at TCW for the previous four years, where he oversaw ABS and CMBS trading.
Mr. Fiorillo was an Executive Director with Morgan Stanley. Responsibilities at Morgan Stanley included developing mortgage origination providers into the Morgan Stanley Conduit and expanding the Firm's activity in both the Asset-Backed and Commercial Mortgage Backed securities markets.
Prior to joining Morgan Stanley, Mr. Fiorillo was the Co-Head, Managing Director of the Mortgage-Backed Securities Group at Smith Barney. Before ... (view full description)
Bank of America Merrill Lynch
Chris Flanagan is Head of US Mortgage and Structured Finance Research at Bank of America Merrill Lynch.
He was Head of ABS, CDO and CMBS Research at JP Morgan, where he worked since 2010. Prior to that, he held positions as the Head of ABS and MBS Research at Merrill Lynch.
In recent years, Chris has been highly ranked in various MBS and ABS categories in the Institutional Investor Fixed Income Research Survey and was widely recognized for his early call on the subprime mortgage collapse. He is ranked #2 for total number of appearances on the Institutional Investor team over the past twenty years.
He holds BS and MS degrees in Electrical Engineering ... (view full description)
Senior Vice President
Morningstar Credit Ratings
Beth Forbes is senior vice president and head of commercial mortgage-backed securities (CMBS) Credit Risk Services for Morningstar Credit Ratings. She manages a team of CMBS analysts who provide monthly investigation and analysis of loan-, property-, and pool-level performance for the CMBS universe of transactions monitored by Morningstar. Before joining Morningstar, Beth was an asset manager for Hanover Street Capital, where she performed workouts of specially-serviced and non-performing loan portfolios.
Beth has more than 15 years of experience in commercial real estate. She has worked in floating-rate lending at GMAC Commercial Mortgage and later as a senior surveillanc ... (view full description)
HPS Investment Partners
Mr. Frey is a Managing Director and Portfolio Manager and head of the broadly syndicated loan and CLO 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, 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 ... (view full description)
Jade Friedensohn currently serves as Group Managing Director of the Structured Finance and Asia Pacific Divisions of Information Management Network, a subsidiary of Euromoney Institutional Investor PLC. IMN is an organizer of best in class financial conferences spanning the globe. Jade has 16+ years’ experience creating and executing large scale events and managing a talented team of conference professionals. Since that time, she has for expanded the business into new markets and asset classes such as Italy, China and Greece; and new sectors such as renewable energy and fintech.
In addition to new business development, her responsibilities inclu ... (view full description)
Managing Director, Secutization Analytics, Structured Finance Renewables - Mortgage & Consumer Lending Division, KPMG Consulting
Angela Galardi Ceresnie
Chief Executive Officer
Angela Galardi Ceresnie is the CEO of Climb Credit, an education finance company that evaluates the return on investment of education programs and helps consumers find, evaluate, and finance these programs to increase their earning potential. She joined Climb as the Chief Operating Officer in 2016 and quickly helped shape the operations, culture, and future of the Climb, earning her the role of CEO in 2018. Prior to Climb, Angela co-founded and was COO/CFO of Orchard Platform—a provider of software and data products offered to institutional investors to purchase loans from marketplace lenders [acquired by Kabbage]. Before her time at Orchard, she spent 9 years running credit risk analytics t ... (view full description)
Ms. Gaskin oversees the FICO Scores regulatory practice and is responsible for the strategic direction of FICO’s analytic solutions and partnerships serving the mortgage industry. In her role, Ms. Gaskin works globally in partnership with financial institutions and regulatory agencies to support making better decision to drive growth, profitability and customer satisfaction.
She is driven by the positive impact that FICO makes on the lives of consumers by working collaboratively with the financial services industry.
With more than 25 years in financial services, she has led analytic and product development efforts to address some of the most critical topics impacting fina ... (view full description)
Kevin is head of the asset-backed banking business at Amherst Pierpont and has over 20 years of experience in advising and raising capital for specialty finance companies, non-bank lenders and credit funds. His experience spans a broad range of commercial/consumer assets with a particular expertise in specialty and emerging asset classes. Prior to joining Amherst Pierpont, Kevin served as head of the non-bank lender finance group at Capital One, co-head head of investment banking for Amherst Securities Group and co-head of origination for the BMO Capital Markets’ U.S. Securitization Group. Kevin holds an MBA from the University of Chicago Graduate School of Business, a BS in Finance from Mar ... (view full description)
Chapman and Cutler LLP
Melanie Gnazzo is a partner in Chapman's Asset Securitization Department and is also a member of the Lease Finance and Project Finance practice groups. She serves on the firm’s management committee and as the San Francisco Office Leader.
Melanie represents a wide range of banks, 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 commercial and tax law ad ... (view full description)
Andie Goh is a Vice President at Ares Management where she focuses on alternative credit investments. She is responsible for the origination, underwriting, and execution of transactions across a broad range of non-traditional ABS in the consumer, commercial, and future flow sectors. Andie holds a B.S. in Finance from New York University Stern Business School and a M.A. in Mathematics from Columbia University.
Katten Muchin Rosenman LLP
Prachi Gokhale represents various participants in the structured finance market, including issuers, underwriters, lenders, borrowers and government-sponsored enterprises (GSEs) in corporate and capital market transactions. She has worked on a variety of transactions, including asset-backed and mortgage-backed securities offerings (with an emphasis on automobile loan, automobile lease and mortgage loan securitizations), warehouse financing programs, revolving credit facilities and term loans. Her mortgage loan experience includes real estate mortgage investment conduit (REMIC) and risk sharing trust structures collateralized by performing, reperforming and nonperforming loans. Prachi has expe ... (view full description)
Cadwalader, Wickersham & Taft LLP
Stuart Goldstein is the Managing Partner of Cadwalader’s Charlotte office, co-chair of the firm’s Capital Markets Group and a member of the firm’s Management Committee.
Stuart concentrates his practice on structured finance, primarily commercial mortgage-backed and CRE CLO securitization transactions, structured mortgage loan participations and warehouse lending, as well as advising servicers and lenders in the workout and restructuring of securitized and other financial assets. In addition, Stuart has broad experience representing issuers and underwriters in both public and private offerings of RMBS, Corporate CLOs and other structured finance products.
He also represents clien ... (view full description)
Head of RMBS / CLO Research
Bank of America Merril Lynch
Pratik joined Nomura's Securitized Products Research team in 2012 and currently heads RMBS research and co-covers CLO research.
In the 2018 Greenwich survey, the team was ranked #1 and #2 as the Most Helpful Research team for RMBS and CLO research respectively. In the All-America Institutional Investor Survey, Nomura has been the top 2 ranked team for RMBS research for the past 5 years and was a Runner Up in the CLO category in the 2018 survey.
Pratik is a graduate of IIT Madras and IIM Ahmedabad from India.
Chief Executive Officer
CleanFund Commercial PACE Capital
Lain Gutierrez is a banking and structured finance veteran with over 29 years of experience in originating, analyzing, structuring and rating asset-backed financings.
Lain is the CEO of CleanFund Commercial PACE Capital, Inc. CleanFund is the leading provider of long-term financing for energy efficiency, water conservation, renewable energy and seismic improvements for commercial, multifamily and other nonresidential properties in the U.S.
Prior to CleanFund, Lain founded SolFin Capital, LLC, a specialty finance company with institutional backing from a credit-focused asset manager with over $12 billion under management. SolFin’s mission is to provide creative and ... (view full description)
Partner, Co-head of Derivatives Practice, and Co-chair of LIBOR Transition Team
Claire Hall has significant experience representing financial institutions, hedge funds, private equity firms, dealers and end users in relation to a variety of derivatives and structured finance transactions.
She also advises on CLO structures, bond issuances, securitizations, private placements and structured products such as credit linked note programs, single-name and portfolio credit default swaps, asset swaps and total return swaps.
Senior Vice President Securitization
Mark D. Hanson is the senior vice president of Freddie Mac’s Securitization Division. In this role, he oversees Freddie Mac's mortgage securitization efforts, including pass-thru, REMIC and strip issuance. He is also responsible for developing and implementing new mortgage security products and capabilities that meet the needs of institutional investors, broker/dealers, lenders, servicers and third party vendors.
Additionally, Hanson leads Freddie Mac’s efforts supporting FHFA’s directives around the Single Security, expanding liquidity in the conventional TBA space. Hanson was previously a vice president for Lazard Asset Management, where he managed mortgage ... (view full description)
Portfolio Manager & Head of Sustainable Fixed Income Investing
Amy is a partner and portfolio manager and head of sustainable fixed income at Brown Advisory. She is a portfolio manager on Brown Advisory’s sustainable fixed income strategies which include our Sustainable Core, Tax-Exempt Sustainable and Sustainable Short Duration composites. In 2018, Amy received recognition as a Rising Star from Fund Action and Fund Directions for her work in building out Brown Advisory’s sustainable fixed income platform. She has held numerous speaking engagements, including the United Nations Sustainable Investing Summit in 2019. Amy joined the firm in 2012 and previously worked in fixed income client service at Morgan Stanley.
Matthew R. Hays leads Dechert’s asset-backed securitization team. Mr. Hays has considerable experience with matters across a broad range of asset classes relating to structured finance transactions, warehouse facilities, asset sale transactions, as well as public and private securitization transactions. He represents clients in numerous industries such as automotive finance, banking, technology and manufacturing.
Mr. Hays regularly provides insight on FinTech and marketplace lending at conferences around the country, including the ABS East Conference, SFIG Conference, and Lend360 Conference. Prior to joining Dechert, Mr. Hays was a corporate partner at a large global law firm.
Angel Oak Capital Advisors
Lauren Hedvat is the Managing Director for Angel Oak Capital Advisors, lending her expertise in Capital Markets and Asset Management. Lauren has led the Angel Oak’s securitization team following the inaugural transaction that closed in December 2015 as one of the first non-Agency non-QM securitizations after the housing market crash. Since then, she has helped Angel Oak revitalize the non-Agency RMBS marketplace by leading the completion of their multiple non-QM transactions totaling over $3.0 billion. She and her team established an innovative securitization capital structure solution for fix and flip loans, which was the first of its kind. She has also led the expansion and diversification ... (view full description)
Senior Vice President of Operations & Accounting
Loan Syndications and Trading Association
Ellen Hefferan is the Executive Vice President of Operations and Accounting of the LSTA. She is charged with managing key operational strategies and initiatives, including establishing best practices and settlement standards, that facilitate a more efficient and liquid market. Ms. Hefferan supports the Liquidity Committee and the Operations Steering Group, assessing current operations while identifying opportunities for improvement and standardization. She chairs the Delayed Compensation, CUSIP, MEI, Custodian and Buy-side Working Groups and co-chairs the ARRC Business Loan Operations Sub-Group which is tasked with operationalizing the transition from LIBOR to a new reference rate. ... (view full description)
Chris Helwig joined Amherst in December of 2015 as a senior mortgage strategist with nearly 20 years of experience across MBS and structured products. Prior to joining Amherst, Chris spent six years at Deutsche Bank in research and trading roles, most recently as co-head of RMBS research. Before his tenure at Deutsche, Chris spent nearly nine years at Bear Stearns, the large majority of which was spent in the Portfolio Strategies division of the Financial Analytics and Structured Transactions (FAST) group. In this role he was responsible for providing portfolio, hedging, securitization and asset liability solutions to financial institutions. Chris holds a Bachelor of Arts from Georgetown Uni ... (view full description)
Morgan, Lewis & Bockius LLP
Asa (Geordie) Herald concentrates his practice in the areas of structured finance and securitization and related corporate matters. He counsels issuers, underwriters, servicers and investors in connection with domestic and cross-border public offerings and private placements of mortgage-backed and asset-backed securities involving a wide variety of asset types and structures, including with respect to resecuritization transactions involving such securities.
Geordie has significant experience with asset classes such as residential mortgage loans (including in connection with residential mortgage-backed security (RMBS) 2.0 take-outs and market movement towards RMBS 3.0), small bal ... (view full description)
Chief Investment Officer
Medalist Partners LP
Brian Herr is Chief Investment Officer of Medalist Partners, Co-Head of Structured Credit & Asset Finance, Partner and Co-Portfolio Manager for the Funds. Prior to forming Medalist, Mr. Herr co-founded and led the Structured Credit and Asset Finance business within Candlewood Investment Group, LP. Prior to joining Candlewood, Mr. Herr worked at Credit Suisse as a portfolio manager within their structured credit effort. Prior to that, Mr. Herr worked for two years in the structured products department of Brown Brothers Harriman and Co. as a Structured Products Sector Manager, where his primary responsibilities included trading and sector management for the ABS and RMBS sectors. Prior to ... (view full description)
Head of Business Development for Strategic and Conventional Sales
Hector Herrera, with his seasoned team of sales professionals, leads Corporate Trust’s business development efforts for certain strategic clients of BNY Mellon as well as focusing on Government, Infrastructure, Conventional Debt and Structured Finance Sales for the Americas.
From 2010 to 2017, Hector was Corporate Trust’s Business Development lead for Latin America and Canada; during which time he successfully won and on boarded multiple landmark transactions for the firm.
As well as having strong industry relationships and a deep understanding of the global markets, he has specific experience in complex, structured and specialty products.
He joined ... (view full description)
Greg Hertrich joined Nomura in 2010 as head of the US Institutional Strategies Group from Deutsche Bank, where he was Head of US Bank Strategies. Previously, Greg ran the bank group at Merrill Lynch and was a senior bank strategist with Lehman Brothers after an extended tenure at First Union.
He is currently responsible for spearheading Nomura’s strategic work with US domiciled institutions in both the bank and insurance sectors across the balance sheet and income statement.
Greg serves as a strategic advisor on behalf of major stakeholders, including management teams, boards, institutional investors and regulators on risk management and corporate strategies, specifi ... (view full description)
Managing Director & Head of Fixed Income, Capital Markets
Association for Financial Markets in Europe (AFME)
Richard Hopkin is a Managing Director in AFME’s securitisation division. He joined AFME in June 2010 after a 20 year career in European securitisation during which he held leadership positions at J.P. Morgan, Deutsche Bank and Société Générale. He has originated, structured and distributed financings backed by a wide variety of asset classes including residential mortgages, credit cards, auto, consumer and SME loans, from across Europe, Australia and the US.
Born and brought up in Wales, Richard read law at Cambridge University and before embarking on his banking career he qualified as a solicitor with leading international law firm Clifford Chance.
Sandeep Hoshing is the Head of US CLO Structuring in Credit Suisse's New Issue CLO Group. Sandeep was instrumental in the restart of Credit Suisse's new issue CLO business and has led the structuring and execution of 100+ new issue CLO deals, resets, re-issues and refinancings. Prior to joining Credit Suisse in 2010, Sandeep worked in Bank of America's CLO structuring group. Sandeep has also worked at Deutsche Bank in the bank's market risk management group. Sandeep holds a Bachelors in Telecommunication Engineering and Masters in Management Studies from the University of Mumbai, India. He has an MBA from the University of Chicago Booth School of Business.
Head of Treasury Strategies
Angel Oak Capital
John is the Head of Treasury Strategies at Angel Oak Capital and is responsible for originating and managing all financing arrangements for new products, as well as for the firm’s investment advisory accounts.
Prior to joining Angel Oak, John was a Senior Vice President in Ocwen Financial Corporation’s Alternative Investment Group, where he developed partnerships that invested in NPLs, MSRs and Servicer Advances. He was also at SunTrust, MBIA and J.P. Morgan, where he focused on the formation and marketing of structured credit products. John has over 25 years of capital markets and structuring experience.
John holds B.S. and B.A. degrees in Industrial Engineering and Economics f ... (view full description)
Managing Director & Head of New Ratings for US Corporate Asset Securitization
Moody's Investors Service
Jian Hu is Managing Director and Head of New Ratings for US Corporate Asset Securitization that includes CLOs, Commercial and Esoteric ABS, and other structured credit products at Moody’s Investors Service. From September 2008 to September 2016, he was MD and Global Head of CLOs and Structured Credit Surveillance. He is also Moody's Global Structured Finance Research Coordinator. In addition, Jian is involved in various global research and outreach activities related to China, and Co-Chair of China Market Committee of U.S. Structured Finance Association.
Prior to September 2008, Jian was a Senior Vice President responsible for CLOs and Structured Credit research. From 2002 to 2007, he ... (view full description)
Kroll Bond Rating Agency
Eric Hudson is a Managing Director and Head of the Structured Credit Group at Kroll Bond Rating Agency (KBRA), with a focus on CLOs, CDOs, and warehouse financing transactions.
Hudson joined KBRA after 11 years at S&P Global Ratings, where he held various roles within the company’s structured finance ratings practice. Most recently, he was a senior director and analytical manager for S&P’s U.S. Structured Credit Group, where he led the team that was responsible for assigning ratings to all newly-issued CLO and CDO transactions. In addition to managing a multiregional team of analysts, Eric served as the face of S&P’s CLO team, leading outreach efforts among arranger ... (view full description)
Deloitte & Touche LLP
Nitish is a Principal with the Risk and Financial Advisory business at Deloitte. His primary focus is the delivery of large transformational projects, specifically projects requiring data, technology, and process and internal control improvement with the objective of increasing efficiency or to meet new industry and regulatory requirements. Nitish co-leads Deloitte’s LIBOR transition services to clients in the US.
Nitish has more than 20 years of experience in capital markets and risk and regulatory consulting. In a prior role, Nitish worked with a global investment bank in a change function within the firm’s corporate & investment bank. He also has prior experience with the consul ... (view full description)
John Henry Iucker
John Henry is a member of the Fixed Income team at Brown Advisory, an independent investment management firm with $65 billion under management. As an Associate Portfolio Manager of the Brown Advisory Mortgage Securities Fund, he is responsible for the selection and management of the firm’s agency mortgage and securitized credit exposure. John Henry holds a B.A. from Johns Hopkins University.
Vipul Jain is a managing director and head of Residential Mortgage Backed Securities Research in the Structured Products Research Group. He joined in 2016. Vipul focuses on relative value in the agency MBS market, prepayments, housing, residential lending standards, housing policy and mortgage credit products (legacy non-agency, CRT, SFR and Jumbo 2.0). Mr. Jain was head of agency MBS research at Morgan Stanley from November 2011 to April 2016. He also held various positions within the RMBS research group at Bank of America Merrill Lynch from 2005 to 2011. He has been voted to the Institutional Investor’s All-American Fixed Income Research team seven times between 2009 and 2018 for his work ... (view full description)
Chief Executive Officer
Dave Jefferds is CEO and co-founder of DealVector, the leading bondholder communications company (with over 1200 Member institutions) focused on facilitating communications among any of the affiliants of particular structured transactions, including investors, lawyers, brokers, issuers, trustees, servicers, and others. In 2019, DealVector has taken the lead on the Libor transition issue for Legacy securitizations with Liborhub, and the company has worked on almost $5 bn of consent mandates year-to-date. DealVector's identity-protected deal registry and messaging functionality is tailor-made to assist industry as it addresses complex procedural challenges such as Libor amendments. Additional ... (view full description)
Head of Transaction Management
Wilmington Trust, N.A.
Ben leads the transaction management team for the Capital Markets Structured Finance group (CMSF) within Global Capital Markets. He is responsible for developing and closing new ABS and MBS transactions while the CMSF team provides agency and trustee services to the asset-backed, mortgage-backed, project finance, transportation leasing, insurance-backed, and reinsurance-related markets.
Ben has over a decade of industry experience, specializing in business development, servicer oversight, and relationship management for all types of structured finance transactions. Prior to joining Wilmington Trust, he served as a vice president and head of ABS Servicer Oversight for Wells Fargo ... (view full description)
Morgan, Lewis & Bockius LLP
Matthew Joseph focuses primarily on structured finance transactions. He regularly represents issuers and underwriters in public offerings and private placements of asset-backed securities, and he is often involved in structuring innovative transactions with new asset types or unique tax and cash-flow structures, utilizing various forms of credit enhancement and derivatives. He also represents large financial institutions in structured lending transactions both on balance sheet and in commercial paper conduit transactions as well as in acquisition financing transactions.
Matthew structured the securitization of a broad range of financial assets, including automobile loans and leas ... (view full description)
Gregory J. Kabance is a managing director for Fitch Ratings. He is currently heading the new Global Cross Sector Structured Finance Group at Fitch. This group has been set up to specifically cover newer asset classes with an emphasis of rating non-traditional Structured Finance products. The group’s focus is on hybrid transactions which incorporate Structured Finance transactions with operating risk and a cross-sector emphasis with other Fitch rating groups such as Corporate Finance, Global Infrastructure, Financial Institutions, and Sovereigns. Asset Classes include Future Flow transactions, Royalty backed transactions, Whole Business securitization and other non-traditional ABS, ... (view full description)
GreensLedge Capital Markets LLC
Jim Kane is a co-founder and a Managing Partner of GreensLedge. Prior to forming GreensLedge, he was associated with J.P. Morgan for more than three years as a Managing Director and head of Capital Markets for the Global Structured Credit business. Jim began his career in the investment management business at Bankers Trust Company in 1990. In 1993, he shifted his focus to fixed income sales and trading specializing in structured credit from 1996 through today. Jim joined Deutsche Bank in 1999 through the acquisition of Bankers Trust. He was a Managing Director and member of the Global CDO Group at Deutsche Bank prior to joining J.P. Morgan in 2004. Jim’s area of expertise is developing ... (view full description)
Head of Securitized Products Research
Citi Global Markets, Inc.
Research analyst, specializing in nonmortgage ABS sectors, including credit cards, autos, student loans and a variety of esoteric ABS. Publishes frequent commentary on ABS markets, consumer credit performance, prepayments, regulation and other relevant ABS market related topics. Is a top-3 ranking analyst in the Institutional Investor All-America Fixed Income Research poll for 10+ years. Was previously a portfolio manager at UBS and Creditanstalt Bank
Director, Housing Finance Program
Milken Institute - Center for Financial Markets
Eric Kaplan is the director of the Milken Institute Center for Financial Markets' Housing Finance Program, where he focuses on the health, sustainability, and reform of the US housing finance ecosystem. He regularly engages policymakers, regulators, industry stakeholders, and consumer advocates on such issues as the roles of public and private capital, primary and secondary market dynamics, and lending and servicing practices, maintaining a focus on consumer, industry, and systemic impact.
Kaplan brings 27 years of housing and mortgage experience across a variety of finance, legal, and policy roles. Prior to joining the Milken Institute, Kaplan served as a managing partner at Ran ... (view full description)
Howard A. Kaplan is a senior partner at Deloitte & Touche LLP. He has more than 30 years of deep financial services industry experience, with a specialization in securitization, valuation and the capital markets. Howard is currently the global lead client service partner for a top tier global investment bank and asset management firm and the advisory partner for a top 3 global payments company. Howard is an active contributor to securitization industry advocacy efforts through the Structured Finance Association, where he serves as the chair of the board of directors and the executive committee. Previous to these roles, Howard spent over 20 years building and managing the Deloitt ... (view full description)
Managing Principal, Vice Chairman
West Wheelock Capital; The Fixed Income Investor Network
Manish has 17 years of experience in creating capital market origination platforms, structuring and originating principal transactions and investing in credit assets. He has led over $20 billion of transactions and restructured assets and liabilities for the largest global bankruptcy at the Lehman estate. He continues to focus on investment and liquidity strategies in credit assets.
Prior to working at the Lehman bankruptcy estate, Manish worked in principal groups at Lehman and Bear Stearns in New York, where his mandate was to utilise the firm’s balance sheet to invest in proprietary cross-asset transactions in multiple jurisdictions.
Manish has extensive experience in evaluati ... (view full description)
Chief Investment Officer
Community Capital Management, Inc.
Andy is the Chief Investment Officer for Community Capital Management. As CIO, Andy oversees the portfolio management team and is responsible for overall strategy formulation for CCM’s investments. Additionally, he is responsible for all portfolio analysis including asset allocation, re-balancing, and fundamental and impact research for the firm’s mutual funds and separately managed accounts. Andy also oversees the portfolio management team’s fundamental economic analysis, cash flow modeling, and returns forecasts. He is a member of the Management Committee, Investment Management and Trading Committee, and the Compliance Committee.
Andy began his career at BlackRock Financial ... (view full description)
Chief Capital Officer
Valerie Kay is the Chief Capital Officer at LendingClub, responsible for overseeing LendingClub’s Investor Group. Valerie is be responsible for managing LendingClub’s Investor Group that spans individual investors, strategic partnerships with retail distribution partners, banks and other institutional investors including asset managers, pensions, foundations and endowments.
She brings more than 25 years of capital markets experience across a broad range of consumer asset classes. Previous to LendingClub, Valerie spent 20 years at Morgan Stanley, including 12 years as a Managing Director, where she held several leadership roles within Global Capital Markets including Deputy Head of Asse ... (view full description)
Chapman and Cutler LLP
Evan Kelson is senior counsel in Chapman's Asset Securitization Department. He focuses his practice on financings of credit card receivables, telecom receivables, consumer loans, trade receivables, small business loans, energy receivables, whole-business securitizations, esoteric assets and equipment loans, and operating leases.
Evan's experience includes SPV asset-based lending, direct asset purchases, master trusts, and master note trusts. He also has experience with factoring transactions and receivable sale financings both domestically and internationally. In addition, Evan has developed new financial products for U.S. and offshore transactions in the public and private marke ... (view full description)
Kevin P. Kendra is a managing director in Fitch Ratings’ New York office. He currently manages the U.S. Structured Credit group responsible for collateralized loan obligations (CLO) and other structured credit ratings. The structured credit team is charged with assigning new issue CLO ratings, maintaining the accuracy of existing ratings, providing useful tools to investors and publishing research on transaction characteristics and performance.
Prior to this post he served as Group Credit Officer for U.S. and Latin America Structured Finance. In this role he maintained and further enhanced the quality of credit analysis within the structured finance and covered bonds teams, par ... (view full description)
Managing Director, Global Head of CLOs
Mr. Khan is the Global Head of CLO’s at MUFG Securities. Previously, he led global distribution business for structured credit products at Morgan Stanley, Goldman Sachs, Wachovia and Credit Suisse. Mr. Khan has over 16 years of experience in sales, marketing, trading and structuring of fixed income securities, with a particular focus on Securitized Products and Emerging Markets. He has also spent two years on the buy-side investing in structured credit instruments. He started his career at Salomon Brothers in New York in Emerging Markets Fixed Income Research. Mr. Khan holds an M.B.A. from William E. Simon School at University of Rochester and Bachelor of Business Administration, Magna Cum L ... (view full description)
Leveraged Loan Strategy
Bank of America Merrill Lynch
Neha Khoda is responsible for generating views and forecasts within the US leveraged loan market for Bank of America. Her flagship publication is Collateral Thinking, a loan market-focused bi-weekly report which is widely read by clients. She is also a key thought leader for the bank’s High Yield effort. In the Institutional Investor 2018 survey, her team ranked #3 in Leveraged Loan Strategy. Khoda has a bachelor's in computer science from the National University of Singapore, and an MBA from The Wharton School of the University of Pennsylvania. She is based in New York.
Ms. Kollmorgen is responsible for managing the investments in Collateralized Loan Obligation (“CLO”) tranches issued by third-party managers. She has more than 25 years of fixed income experience that includes originating, structuring, sourcing, investing, and trading US and European structured products and derivatives for Bank of America Merrill Lynch in New York, HSH Nordbank in Hamburg, and BNP Paribas in London. Ms. Kollmorgen holds an MBA from The Wharton Graduate School of Business at the University of Pennsylvania, an MA from The Joseph H. Lauder Institute at the University of Pennsylvania, and a BA, cum laude, from Wellesley College. She is a CFA charterholder and holds series 7 and ... (view full description)
Steven T. Kolyer
Sidley Austin LLP
STEVEN KOLYER is a partner in the Global Finance Group in the firm’s New York office. He has broad experience in securitizations, structured credit products, investment fund formations and conventional securities offerings, focusing on CLOs/CDOs and related financings in the corporate and real estate sectors. Steven is experienced in conventional capital markets and commercial lending and credit transactions and in credit-linked and other derivative products.
Steven's experience over the years has been highlighted by transactions involving innovation and structured solutions in the capital markets. He played a lead role in the development of a number of securitization products da ... (view full description)
Managing Director, US RMBS
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.
Tim focuses on depository institutions, credit intermediaries and specialty/structured finance entities. He began his public accounting career in 1980 with an international firm, where he exclusively served financial services companies until 2000. In addition, between 2000 and 2007 Tim served as the chief financial officer of a $5 billion diversified financial service company.
Chief Research Officer
Richard comes to Recursion with a strong track record of business acumen and quantitative approaches. Prior to joining Recursion, Koss worked as the head of capital markets research at Fannie Mae. He has over 20 years of experience as a fixed income portfolio manager for Wall Street firms, and recently served as IMF Visiting Scholar and Director of the Global Housing Watch. Richard has a PhD degree in economics from the University of Pennsylvania and a B.S. from of Mathematics and Statistics from Case Western Reserve University. He is also an Adjunct Professor at the School of International and Public Affairs at C ... (view full description)
Senior Managing Director
Dave Kucera joined Capital One in 2013. Capital One is one of the seven largest banks in the U.S. with over $340 billion in assets. In 2015 he became head of the newly formed Financial Institutions Group. The group provides recourse and non-recourse financing, securitization, capital markets fund raising, advisory, and other services to companies involved in financial services and asset management throughout the U.S. across a broad range of sectors. Dave is a frequent speaker, is active in a number of industry groups, and has been a board member of several of the organizations for which he has worked.
Prior to joining Capital One, Dave led and co-founded the U.S. ... (view full description)
Partner and Head of Structured Finance
Stephen Kudenholdt is Dentons' Head of Structured Finance and a partner in the US Capital Markets practice. Stephen’s areas of practice include residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS) and other asset-backed securities (ABS), primarily focusing on residential mortgage loan securitization as well as re-securitization transactions involving various classes of mortgage-backed securities. He represents issuers, underwriters, loan sellers and other entities in public offerings and private placements. He has helped develop many transaction structures and formats that have become industry standards, including shifting interest subordination techniq ... (view full description)
Credit Agricole CIB
Brian Kustrup is the head of Asset-backed Securities (ABS) Trading at Credit Agricole’s Corporate Investment Bank. He joined the bank in this role in early 2014.
Based in New York, Mr. Kustrup is responsible for leading the bank’s US ABS trading efforts, liaising with the bank’s syndicate and securitization teams to opine on best practices, and spearheading cross-border transactions with the Asian and Middle East/North Africa Emerging Markets trading teams.
Brian has 20 years of experience trading securitized products. He began his career in the CMBS conduit at Bear Stearns before being selected for the MBS/ABS sales and trading rotational program. From there he ... (view full description)
Eliza is a Partner in PwC's Financial Markets group and has 20+ years of experience in treasury management, structured finance and capital markets financing transactions.
Eliza’s area of focus is transaction advisory services, treasury corporate finance services and valuation. Eliza is responsible for providing financial advisory, risk management and systems solutions to originators, issuers, servicers, trustees and investors for various asset types. Eliza is responsible for helping our clients improve their internal operations for all aspects of a product’s life cycle; and is currently assisting several clients in implementing strategies to improve their governance and opera ... (view full description)
Chief Operating Officer
Lord Capital LLC
Joe is in charge of origination activities for LordCap, and also serves as Portfolio Manager for the LordCap green family of funds. Prior to joining LordCap he headed Term Non-Traditional ABS at RBC Capital Markets, where he also started the European Term ABS practice. At Deutsche Bank he was responsible for the Credit Solution Group’s $4 billion student loan lending book and capital markets business for consumer unsecured, student loan and certain non-traditional ABS asset classes. In addition, Joe began his career at JP Morgan, followed by more than a decade at Barclays Capital in ABS team covering a variety of assets classes.
Joe is on the Board of the Fixed Income Investo ... (view full description)
Director - Financial Engineering
Nicole Lawrence is a Director-Financial Engineer at Moody’s Analytics. She brings more than 15 years of experience in ABS investments, analytics, and structuring to her role. She has expertise across several ABS markets, including autos, CLOS, equipment, timeshare, unsecured consumer, small business, aircraft, solar, and PACE. Prior to joining Moody’s Analytics, Nicole held a Client Development role T-REX and was a portfolio manager at B Asset Manager (BAM), focusing on analyzing and investing in esoteric and consumer ABS markets. Before BAM, Nicole spent eleven years at PPMAmerica, most recently as a Vice President where she was responsible for investments across several ABS asset classes. ... (view full description)
Chuck Lee currently serves as Head of CRE Securitization and Warehouse Finance at Credit Suisse, in addition to serving as President and CEO of Credit Suisse Commercial Mortgage Securities Corp. Chuck also currently serves as Chairman of the Board of Governors for the CRE Finance Council (“CREFC”). Mr. Lee joined Credit Suisse (2014-Present) from JPMorgan, where he was an Executive Director in the CMBS Capital Markets Group (2010-2014), primarily focused during this time on Acquisition and Warehouse Facilities, CRE CLOs and other 3rd party client business including the development of the 1st post-crisis CRE distressed and NPL securitization vehicles as well as managing the bank's ... (view full description)
Structured Finance Association
Serving as President of the Structured Finance Association, Kristi Leo has more than 20 years of financial services experience, specializing in asset finance, securitization and capital markets. In this capacity, she oversees the development and implementation of SFA’s strategic plan and manages day to day execution across the organization’s programs and initiatives including policy and advocacy, communication, education and research. Kristi’s involvement with the Structured Finance Association included working as a part-time advisor, via Boulder Advisors, since shortly after SFA’s founding in 2013 until accepting the role as President in June 2019.
Prior to joining the Structure ... (view full description)
Senior Managing Director, Head of Fixed Income Trading
Scott Levy has over 15 years of experience in the fixed income space. At Guggenheim Securities, Mr. Levy manages trading of Credit and Structured Products. He also trades CDOs for the firm as well as other esoteric ABS. Prior to joining Guggenheim in 2008, Mr. Levy worked in Citi’s debt capital markets origination business, specializing in hybrid capital securities and structured finance alternatives. While at Citi, he structured over $8 billion of fixed income securities, including a $1.5 billion acquisition facility for a major commercial aircraft leasing company and a first of its kind $2 billion hybrid capital merger financing for a large insurance company. Mr. Levy started his career at ... (view full description)
Paul is a Director at Virtus Partners responsible for leading business development efforts in the CLO market. Virtus Partners is the premier CLO administrator with a suite of front-to-back-office services. Virtus enables CLO Managers to have a truly scalable CLO platform by leveraging straight-through processing. Our portfolio management system, called Glide, is the most advanced technology platform in the CLO space.
Paul has over 12 years of experience working in the structured finance and credit space. Prior to joining Virtus, Mr. Livanos was a Vice President at BNY Mellon in the Global Corporate Trust Group. He worked with investment managers, hedge funds and private equi ... (view full description)
Managing Director & Co-Portfolio Manager
Prime Meridian Capital Management, LLC
Vice President, Structured Finance Research
Stephanie Mah is vice president of asset-backed securities (ABS) research for Morningstar Credit Ratings, LLC. She is responsible for increasing Morningstar’s thought leadership presence across the ABS community by producing insightful investor-focused research on observed and developing market trends in the sector.
Mah has more than 20 years of experience in fixed-income research. Before joining Morningstar in 2015, she was senior director of credit market research for Fitch Ratings, where she conducted macro-oriented analysis and published research on ABS, collateralized debt obligations, commercial mortgage-backed securities, residential mortgage-backed securities, and corpo ... (view full description)
Kroll Bond Rating Agency
Sharif Mahdavian is a Senior Director in the Residential Mortgage Backed Securities (RMBS) group at Kroll Bond Rating Agency where he leads a wide range of securitization rating functions including collateral analysis, counterparty operational reviews, due diligence analysis, as well as research, criteria development and market outreach. Prior to joining KBRA, he was a Vice President at a mortgage compliance and due diligence firm servicing the primary and secondary mortgage markets. From 2005-2015, Sharif spent ten years in various analytical and management roles in the U.S. RMBS group at Standard & Poor’s. Previous to his joining S&P, Sharif was a criminal prosecut ... (view full description)
Managing Partner & Founder
Eagle Point Credit Management
Tom is the Managing Partner and founder of Eagle Point Credit Management. Tom has been involved in the formation and/or monetization of nearly 100 CLO transactions across multiple market cycles. Tom led the creation of some of the earliest refinancing CLOs, pioneering techniques which are now commonplace in the market. He has spent his entire career in the structured finance and credit markets.
Tom serves as the Chief Executive Officer of Eagle Point Credit Company (NYSE: ECC) and Chairman and Chief Executive Officer of Eagle Point Income Company (NYSE: EIC). Tom is also a director of Marble Point Loan Financing Ltd. (LSE: MPLF).
Prior to founding Eagle Point with ... (view full description)
Thierry Masson is a Director in M&G Limited. He joined in September 2012 from Eurohypo, the real estate finance arm of Commerzbank, where he worked for 8 years, initially in Paris and then in London. He primarily focused on originating and structuring commercial real estate financings in the UK and France and gained significant expertise in restructuring pan-European structured facilities. During his time with M&G, Thierry has played a leading part in the origination, structuring and execution of investments across asset classes and jurisdictions. He has also been central to the development of the North American investment activity and to the adoption of new asset classes. Thierry re ... (view full description)
Managing Director, Credit
Charles Schwab & Co.
Brandon Maxwell is a Managing Director at Charles Schwab. As head of the firm’s ABS and CMBS credit function, Brandon offers extensive experience in traditional structured sectors and as well as newer areas such as Mobile Device Plan ABS. During his tenor, Charles Schwab Bank has grown into one of the larger consumer ABS bank investors with over $20 billion in ABS holdings.
Prior to joining Schwab, Brandon was lead analyst on the structured sleeve of a high grade insurance portfolio. Brandon received his MBA from the University of Colorado and is a CFA Charter Holder.
Cleary Gottlieb, Steen & Hamilton LLP
Michael Mazzuchi’s practice focuses on corporate and securities matters, particularly domestic and international structured finance and derivatives matters. He has extensive experience for banking, insurance, and private equity clients in asset-based lending, asset securitizations, CLO transactions, collateralized fund obligations, repurchase agreement and total return swap financings, structured debt securities, repackagings and credit derivative transactions. Michael also advises on Dodd-Frank related provisions such as the Volcker Rule, swap and security-based swap regulation, ABS risk retention and related rules.
Michael has been consistently recognized as a leader in struc ... (view full description)
Director of ESG and Regulatory Initiatives
Angel Oak Capital
Rob is the Director of ESG and Regulatory Initiatives at Angel Oak Capital and leads the ESG integration process across the firm’s investment strategies and corporate sustainability initiatives. He also coordinates a variety of research and publication activities with a focus on developments in the regulatory environment for financial institutions of all types.
He previously led Angel Oak’s financial institution advisory practice, managing client engagements which included risk model validations, strategic and regulatory stress testing implementations, and investment portfolio risk and performance assessments. Rob was Angel Oak’s Chief Risk Officer from 2012-2014 and initiat ... (view full description)
Managing Director, Head of Consumer ABS Research
Wells Fargo Securities, LLC
John McElravey, CFA, is a managing director in the Structured Products Research group at Wells Fargo Securities, LLC, where he is Head of Consumer ABS Research. John has 30 years of capital markets experience focusing on Structured Finance, Fixed Income and Economic Research. Prior to joining Wells Fargo in 2007, John was in charge of ABS research, strategy and trading for Asset Allocation & Management Co. in Chicago.
From 1997 to 2004, he was a member of the ABS research group at Banc One Capital Markets. Before that, John worked at Duff & Phelps Credit Rating Co. in the ABS ratings group. Early in his career, John was an economic analyst in the economic resea ... (view full description)
Managing Director – Business Development
Joseph McFadden is vice president and managing director of business development for CSC® Global Financial Markets (GFM). He is responsible for managing new business growth in all GFM business segments, including bankruptcy and restructuring, capital markets, alternative investments, and fund administration. Joe’s primary market focuses include mergers and acquisitions, securitization, real estate, private equity, fund administration, and restructuring.
Prior to managing business development, Joe was responsible for operational management and client service delivery for all GFM businesses. Since joining CSC in 2012, he has led operational efficiency, technological renovation, reve ... (view full description)
Brian McGrath was a co-founder of the Securitized Markets Group at Jefferies and currently heads their efforts in Principal Finance and Fintech Investing. Prior to Jefferies, Brian worked at RBS Greenwich Capital, Bear Stearns and CS First Boston.
The team at Jefferies is recognized as a market leader in providing innovative debt, equity and capital markets solutions to tech enabled lending platforms. Those relationships have included Figure, Affirm, Prosper, Upgrade, Upstart, Opportun, Petal, Alpha Flow, Avant, Lending Club, On Deck, Square, and Bond Street amongst others. Brian was an early board member of Uala, a leading challenger bank in South America, and a current boa ... (view full description)
Stephen advises on a wide range of capital markets and structured finance products and related issues, including CLO, RMBS and other securitisation structures, fund-linked structured products, ETC platforms, repackagings and debt issuance programmes. He also advises regulatory issues impacting on structured finance vehicles including those in relation to the Prospectus Regulation, Market Abuse Regulation, AIFMD, EMIR as well as risk retention, disclosure and transparency requirements for securitisations under the Securitisation Regulation.
Sarah E. Milam, an associate in Dechert’s Global Finance practice, advises clients regarding public and private securitizations, warehouse financing facilities and other structured transactions. She has represented originators, issuers, sponsors and fund managers in transactions involving a variety of assets, including marketplace loans, credit card receivables, auto loans and leases, mortgages, single-family rental properties, timeshares and trade receivables.
Before law school, Ms. Milam was a Vice President at Bank of America and an auditor in the Financial Services Office of Ernst & Young LLP.
Jen is a Director in PwC’s Financial Markets practice, with over 9 years of experience in delivering accounting and regulatory advice, transaction analytics and valuation services across a spectrum of clients including large financial institutions, regional banks, global insurance companies and asset managers.
Most recently, Jen has lead ASU 2016-13 ("CECL") implementation efforts, including:
- overall program design and project management,
- accounting positions and supporting analytics,
- model and credit analytics, including scenario and attribution analysis and macroeconomic scenario construction,
- production implementation and reporting, and
... (view full description)
Clifford Chance US LLP
Madalyn Miller is a Partner in the Banking & Finance practice of Clifford Chance in New York. Madalyn's asset finance experience involves representing underwriters, lenders, and lessors in a variety of asset finance transactions, including portfolio securitizations, acquisition financing, and secured lending.
Chief Business Development Officer
Scott Miller is the Chief Business Development Officer for T-REX, bringing more than 20 years of experience across global financial markets and related technology, software, and services to his role. He is responsible for directing overall business growth, from product and commercial strategy through to client and partner development and support.
Scott has thrived in an era of transformation, embracing the rapidly evolving market structure as an opportunity to address specific challenges and create opportunities through innovation and a truly client-centric approach. Prior to his work at T-REX, Scott most recently held the role of CRO at FactSet Research Systems, where he drove ... (view full description)
Jennifer Mitrenga Maymon
Head of Americas, Provenance.io
Jennifer Mitrenga Maymon is an entrepreneur, board member and investor in industries including global financial services, blockchain, and international development.
Jennifer serves as the Head of Americas for Provenance, the leading production blockchain for the global financial services industry. Provenance is a private, proof of stake protocol that acts as a ledger, registry and exchange for global assets and markets. Every day, loans are originated, financed, sold and soon – securitized on Provenance. Members include global financial institutions that act as stakeholders on the blockchain. The Provenance ecosystem is actively gearing up for imminent use case applications speci ... (view full description)
Chief Strategy Officer
John has spent his career working across strategy, business development and marketing organizations at financial services companies. He joined the leadership team at Bond.One in 2017.
John leads all strategic initiatives for Bond.One, working across business development and technical product teams to design the platform, develop partnerships and navigate the regulatory landscape. Previously, he was an Associate at GCM Grosvenor, an alternative asset manager, after starting his career at Bank of America Merrill Lynch. He attended the University of Michigan, graduating with a Bachelor of Arts degree in Economics.
John currently sits on the Board of Directors for the McC ... (view full description)
Steven runs the Consumer Structured Finance business within the Investment Banking Division (IBD). The team covers a range of specialty finance assets including traditional sectors such as Auto, Credit Cards and Student Loans to more emergent areas like Fintech, Point of Sale Finance and SME lending. He is a member of Structured Finance Capital Committee and is co-captain of the Tulane University recruiting team. Prior to joining IBD, Steven worked in the Securities Division structuring deals for consumer and commercial clients. He joined Goldman Sachs in 2005 as an associate and was named managing director in 2012 and partner in 2018.
Prior to joining the firm, Steven work ... (view full description)
Senior Vice President, Director Corporate Trust
WSFS Institutional Services
Ms. Moore joined WSFS Institutional Services in February 2012 as an Assistant Vice President. She has over twenty years’ experience in corporate trust. Her experience includes trust operations, securities processing and administration of a wide range of complex corporate trust transactions, including the administration of RMBS transactions, municipal bond issues, collateral trusts, escrows, high yield debt, corporate debt, collateralized debt/loan obligations, tender option bonds, and defaulted and litigated transactions. She is certified by the American Bankers Association as a Certified Corporate Trust Specialist, graduating from The Cannon Trust School.
Mr Moretti recently began an advisory service at Chainlink Advisory LLC where he consults with structured finance participants and financial technology companies on technological transformation and traditional portfolio management. Prior to this role, he was a Managing Director, Global Head of Structured Finance at MetLife responsible for portfolio management, trading and research for a $50 + billion portfolio, covering general account and third-party AUM. Bill was at MetLife for close to 19 years. Prior to this, he spent 7 years at PaineWebber, managing credit and warehouse lending to mortgage and consumer finance companies and acted as a deal manager in the Asset-Backed Investment Bankin ... (view full description)
Chief Executive Officer
EIC NY PACE
Susan Morth is an experienced executive in the financial services industry focused on strategic initiatives as well as the development and implementation of new financial products. Currently the CEO of the Energy Improvement Corporation leading the redesign and relaunch of the NY State C-PACE program.
Managing Director - Consumer ABS & RMBS Surveillance
Moody's Investors Service
Kruti Muni heads the U.S. Consumer Assets Securitization surveillance team at Moody’s. This team is responsible for surveillance of all consumer-focused asset classes in the U.S including consumer ABS and RMBS.
Prior to her current role, Kruti had managed multiple credit ratings teams at Moody’s including those responsible for analyzing securitizations backed by the U.S. credit cards, consumer loans, student loans, auto loans & leases, RMBS, covered bonds, Single Family Rentals, among others. She also led the U.S., Originator Assessments and EMEA (Europe, Middle East and Africa) RMBS teams.
Kruti has published and spoken extensively on Moody’s behalf and serves as ... (view full description)
As an analyst in the Fixed Income Credit Research Group at Wellington Management, Carolyn is primarily responsible for the analysis of commercial mortgage-backed securities (CMBS) and collateralized debt obligations (CDOs). She also works closely with the team in the analysis of other structured products, which include non-agency residential mortgage-backed securities (RMBS) and asset-backed securities (ABS). Carolyn is a member of Wellington Management’s Structured Finance Strategy Group.
Prior to joining the firm in 2005, Carolyn was a vice president with Citigroup Insurance Investments, where she was a senior ABS Analyst (2004 – 2005); a portfolio manager at Webster Bank (2003 ... (view full description)
Managing Director & Associate General Counsel
Jeanne Naughton-Carr is a Managing Director and Associate General Counsel in The Bank of New York Mellon’s (“BNY Mellon”) Legal Department where she manages the Legal Department teams responsible for supporting BNY Mellon’s Issuer Services, Treasury Services, Commercial Lending, and Letter of Credit activity.
Prior to joining BNY Mellon, Jeanne was a Counsel at Pillsbury Winthrop Shaw Pittman LLP where her practice focused on commercial lending, securitization and derivatives. Jeanne has advised lenders with respect to a broad range of lending categories, including investment grade and asset-based lending, receivables financing, aircraft finance, and municipal finance. She also has rep ... (view full description)
Kroll Bond Rating Agency
- 15 years of experience in Consumer ABS and Structured Products
- Specializes in auto loan, auto lease, dealer floorplan, rental car lease, CDO, credit card, consumer loan and timeshare sectors
- 5 years of experience in Operational Risk Management, Enterprise Risk Management, Internal Controls and Compliance
- Previously at MasterCard Worldwide and MBIA Insurance Corporation
Managing Director, Head of Securitized Products Research
Nomura Securities International, Inc.
Paul Nikodem is the head of US Securitized Products Research at Nomura. His key focus areas include CLOs, mortgage credit, and agency MBS. Paul and his team maintain a regular dialogue with numerous fund managers investing in securitized products, and frequently speaks on panels at industry conferences and is regularly quoted in the news media.
In the 2018 Institutional Investor survey, his team was ranked #4 for CLO research and #2 for RMBS research, and in the 2018 Greenwich survey, Paul was the #2 most helpful CLO research analyst and the #1 most helpful RMBS research analyst.
Prior to joining Nomura in 2010, Paul was a senior mortgage ... (view full description)
Vice President, Investor Relations
Amanda Nunnink is Vice President of Freddie Mac’s Multifamily Investor Relations team. As team lead, she is responsible for marketing Freddie Mac’s multifamily securities platform, including their flagship K-deals, to bond and real estate investors. Previously, Amanda was Senior Director for Production & Sales, overseeing a staff of 15 in the North Central region and generating $15 billion in multifamily loans in 2018. She also led the development of several of Freddie Mac’s more innovative offerings.
Prior to joining Freddie Mac in 2012, Amanda held several production roles for banks and investment groups. Amanda has a Bachelor of Science in Finance from Case Western Rese ... (view full description)
Kirkland & Ellis
Jeff O’Connor is a leader in the field of dealer floorplan, auto and equipment securitization and has counseled clients in a broad range of asset securitization, structured finance, secured lending and receivables sale transactions. He represents both issuers and underwriters in a variety of transactions involving dealer floorplan, equipment, retail auto, lease, credit card, healthcare and other assets. Jeff often deals with novel structures, including a floorplan master trust capable of issuing separate series backed solely by overconcentration receivables, mixed lease and retail loan transactions, amortizing series where amortization is tied to an external benchmark rather than the receiva ... (view full description)
Bank of America Merrill Lynch
Theresa joined Merrill's research team in 1998. She provides credit, prepayment and relative value analysis in the ABS sector. Immediately prior to joining Merrill, Theresa spent 12 years in the Investment Department at Metropolitan Life Insurance Company.
During most of that time, she managed MetLife's $5.5 billion ABS portfolio and $1.5 billion non-Agency MBS portfolios. At MetLife she also worked in their portfolio management and corporate private placement groups. Before joining MetLife, she spent several years in the mortgage department of a thrift institution and a mortgage banking company.
Theresa earned her MBA from Fordham University in 1991.
Patrick joined CFPB in March of 2013 and has been a Policy Analyst on the Mortgage Markets team since October of 2014. As a member of the Mortgage Markets team, Patrick plays a critical role in providing secondary market analysis to the research and regulations teams as well as managing the planning and operational implementation of the HMDA rulemaking.
Prior to joining the CFPB, Patrick worked for the Special Inspector General for TARP (SIGTARP) auditing the use of mortgage related TARP funds. Before SIGTARP, he was a strategy consultant with Booz Allen Hamilton focused on providing solutions to complex financial business problems in the government sector. His banking experi ... (view full description)
Head of CMBS Research
Wells Fargo Securities
Lea Overby is managing director of structured finance research for Morningstar Credit Ratings, LLC. She is responsible for increasing Morningstar’s thought leadership presence across the structured finance community through publishing market driven research, holding investor meetings, and representing the firm in various industry groups.
In addition, she serves as a knowledge base for the investor community, as well as for issuers and arrangers, and she works closely with Morningstar’s leaders to support various ratings activities and business initiatives.
Overby has more than 15 years of experience in structured finance as both an investor and ... (view full description)
Francisco Paez is a Director in MetLife's Investments department. He joined MetLife in 2003 at its Latin American regional investments office in Santiago, Chile, where he had roles including responsibilities for structured finance and private equity investments. Francisco joined MetLife’s Structured Finance Group in Morristown, NJ, in 2007, where he’s had roles covering CMBS and ABS globally, as well as non-US RMBS.
Prior to MetLife, Francisco spent 6 years at Citibank in Latin America, where he had various relationship management, product management and sales responsibilities.
Francisco is a Chartered Financial Analyst.
He earned his B.B.A. from th ... (view full description)
Vice President, Portfolio Manager, Head of Mortgage and Structured Finance; Chairman, FIIN
Loomis, Sayles & Company, L.P.
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 direc ... (view full description)
ABS Team Lead
Morningstar Credit Ratings
Iuliia Palamar is vice president of asset-backed securities (ABS) ratings for Morningstar Credit Ratings, LLC. She specializes in collateralized loan obligations (CLOs), consumer ABS, and esoteric ABS.
Before joining Morningstar, Iuliia spent five years as a quantitative analyst at R&R Consulting/CreditSpectrum Corp., where she was responsible for developing proprietary tools and models for structured products valuations and providing analysis on clients’ RMBS and ABS portfolios.
Iuliia holds a master’s degree in financial engineering from Baruch College and a bachelor’s degree in finance from Kiev National Economics University.
Mehul is a Director in KPMG’s Risk Analytics Valuation and Securitization Practice and has over 15 years of valuation and securitization experience in modeling and managing structured and non-structured securities transactions for various clients. Currently, he is involved in many CECL readiness/gap assessment and software design and configuration engagements as an investment securities SMP, co-leads a team of professionals in delivering KPMG’s valuation and securitization services, and is also active in spearheading the firm’s Data & Analytics initiatives in the mortgage industry.
Mehul has 2+ years in providing over 50+ CECL workshops related to CECL for various insurers, b ... (view full description)
Senior Structured Credit Analyst
Brigade Capital Management, LLC
Mr. Pauley is a Senior Structured Credit Analyst at Brigade Capital Management. Prior to joining Brigade, Mr. Pauley led RBS’s CDO/CLO strategy platform from 2009 through July 2012. As a CLO strategist, he focused on relative value, structural characteristics and collateral quality. Mr. Pauley published monthly reports on the CLO sector and provided the trading desk with analysis and information systems. Mr. Pauley also was employed by Wells Fargo Securities for five years, where he held various positions, including CDO Research Analyst. Mr. Pauley has a B.S. in Computer Science from Winthrop University.
Senior Company Counsel
Alexis Pederson is Senior Company Counsel in the Wells Fargo Legal Department where she leads a team of attorneys responsible for providing counsel to the company-wide LIBOR Transition Office, a program office established to develop and direct a coordinated strategy to transition numerous LIBOR-linked Wells Fargo products and processes to new benchmark rates. Alexis is a member of the Alternative Reference Rate Committee (ARRC) and a number of the ARRC’s working groups, as well as other industry working groups focused on benchmark reform.
Alexis joined the company in 2006 and most recently served as Capital Markets Counsel in the Derivatives & FX Section of the Legal Depart ... (view full description)
Mr. Peterson is the Managing Partner and founder of Nearwater Capital, a leader in providing financing to Sponsors to assist with their holding of Risk Retention. While at Nearwater has structured and closed approximately 100 transactions for Sponsors in the US and Europe. Prior to founding Nearwater Capital, Mr. Peterson was a Senior Managing Director at Guggenheim Partners where he worked for over 14 years as Head of Origination of Guggenheim Treasury Services. Prior to working at Guggenheim, Mr. Peterson was a Senior Vice President for Lehman Brothers where he worked for five years, both in London and New York as a banker in ABS Origination
Deputy Assistant Secretary for Capital Markets
U.S. Department of the Treasury
Peter Phelan is Deputy Assistant Secretary for Capital Markets at the U.S. Department of the Treasury. His office focuses on housing finance, capital formation, market structure and liquidity, derivatives, equity and fixed income markets, and reference rate reform. Prior to Treasury, Peter was at CIT Group where he ran the interest rate and foreign exchange desk for the company. He worked at Commerzbank AG before that as the deputy desk manager for the North American balance sheet operations, focused on asset liability management and investment portfolios. Peter is a graduate of Dartmouth College.
Director, Senior Trader
Kyle Pietila joined Societe Generale in 2018 as the Head of the ABS Trading Desk at Societe Generale. In addition to trading, he works closely with the banking and syndication teams to formulate strategy to help grow the ABS platform.
Kyle has worked in securitized products for most of his career. He began as an analyst in the defeasance of CMBS loans in Charlotte, NC in 2006. After graduate school, he worked on the buy-side at 40/86 Advisors in Indianapolis, IN and managed an ABS portfolio that primarily focused on esoteric and credit related positions. In 2014, he transitioned to the sell side and traded flow product and esoteric ABS at RBC Capital Markets, a to ... (view full description)
Vice President, Product Management
Deloitte & Touche LLP
Harvey is a Vice President, Product Management within Deloitte’s Advisory Financial Technology practice in New York. He has over 25 years of financial services industry experience, with a focus on financial technology solutions, risk management and banking operations. Harvey is a product leader for Solvas|BankingTM, which offers financial institutions a suite of accounting, reporting and forecasting technology products. His primary focus is leading and developing Deloitte’s CECL technology product, Solvas|ALLL+TM, a technology platform that supports the end-to-end CECL allowance process. Harvey also leads Solvas client implementations and serves as the relationship manager for financial inst ... (view full description)
Senior Relationship Manager, Enterprise Sales
Andy Pollock is best known for his expertise in building and leading top-performing organizations. Whether challenged to launch a start-up venture, orchestrate a complex turnaround, or lead a multinational organization through accelerated growth, he has consistently delivered strong results despite the complexity and volatility of the mortgage and investment banking industries. In his current role as a member of the executive enterprise team of Radian Group, Inc. and its wholly owned subsidiary, Clayton Holdings, Andy delivered unprecedented, double-digit revenue growth. Prior to that, he led the start-up of WDB Funding, another of Clayton’s JV pro ... (view full description)
Co-Founder & Partner
Morgan Creek Digital Assets
Anthony Pompliano is Co-Founder and Partner at Morgan Creek Digital, a multi-strategy asset management firm focused on allocating capital across the blockchain industry on behalf of institutional investors. He previously built and sold numerous businesses, along with running Product and Growth teams at Facebook and Snapchat.
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, 2 ... (view full description)
Chief Executive Officer
100 Women in Finance
Ms. Pullinger is the Chief Executive Officer of 100 Women in Finance (previously 100 Women in Hedge Funds). She leads a small staff team and manages over 500 volunteer practitioners globally, overseeing the operations of the organization, which now has over 15,000 members in 22 locations.
Ms. Pullinger is a former principal of Aquamarine Capital Management, where she was responsible, over a period of seven years, for managing marketing, investor relations and back office administration for two private investment funds.
Ms. Pullinger is Co-Vice Chair of the Women’s Network Forum, she serves on the Boards of the HALO Trust (USA), the American Friends of The National Por ... (view full description)
Head of Europe CLO Origination & Structuring
Dushy Puvan is a CLO specialist with over 15 years’ experience of structured finance across asset classes. He has a focus on SME, corporate loan and leveraged loan assets, arranging cash and synthetic structures for banks and FIs. He was part of the first wave of CLO 2.0s in Europe. Dushy worked previously for Lloyds Bank (formerly Lloyds TSB) executing a range of balance sheet management solutions transactions for both regulatory capital relief and funding. Dushy holds a PhD in Theoretical Chemistry from the University of Cambridge.
Senior Vice President, US ABS
Jon Riber is a Senior Vice President at DBRS. Jon has been at DBRS since 2011 and manages the company’s student loan ABS ratings. From 2003 to 2010, Jon was a Vice President at Citigroup where he focused on the origination and structuring of RMBS transactions. From 1997 to 2003, Jon worked in the ABS investment banking groups at Prudential Securities and Wachovia Securities.
Fortress Investment Group
Mr. Rivera is a Managing Director of the Fortress Credit Funds Business and co-heads the Structured Products Group. Mr. Rivera is responsible for sourcing, origination and investment strategies within this group, with a focus towards the secondary markets in asset-backed securities (ABS) and loans.
Since joining Fortress in 2007, Mr. Rivera has analyzed, structured, and sourced over $4 billion in distressed residential backed mortgage securities (RMBS). Mr. Rivera also invested over $1 billion across a wide variety of asset classes including RMBS, Aircraft Leases, ABS CDOs, Consumer Debt, and Student Loans.
Prior to Fortress, Mr. Rivera was a Vice President at Pursu ... (view full description)
Allen & Overy
Nick is a partner in Allen & Overy’s structured finance practice, based in New York. He concentrates his practice on representing underwriters, asset managers and investors in collateralized loan obligations (CLOs), with a focus on the middle market sector. He also specializes in representing lenders and borrowers in structured loan facilities, CLO warehouse facilities and a variety of other asset backed securities transactions. He is frequently consulted on regulatory matters, in particular as to U.S. and EU risk retention compliance. Nick’s practice has also covered a broader range of capital markets matters, including debt private placements, leveraged finance and transportation fi ... (view full description)
Mayra Rodriguez Valladares
MRV Associates, LLC.
Mayra Rodríguez Valladares is a bank regulatory and capital markets consultant and trainer in New York. She has worked in over 30 countries. She has conducted numerous courses on Basel III, Dodd-Frank, securitizations, financial derivatives, and risk management both in the US and abroad. Rodríguez Valladares has published over 300 articles and a book for publications such as American Banker, CMEGroup, Financial Times Energy, Forbes, GARP, The Hill, Hispanic Business, Knowledge@Wharton The New York Times, Oxford Economics Forecasting Group, Petroleum Argus, Privatisation International, Russian Petroleum Investor, TabbForum, and World Oil. Her publications about leveraged loans and collaterali ... (view full description)
Shawn Rose is a Director in Deutsche Bank's Structured Credit Group where he focuses on esoteric ABS opportunities. He has over 10 years of structured credit experience and has executed securitization financings across a range of asset classes including PACE, data centers, cell towers, renewable energy / wireless ground leases and structured settlements. Prior to Deutsche Bank, Shawn was an analyst in the Fixed Income Group at Bear Stearns.
Shawn received a B.A. from Amherst College and an M.B.A. from the Wharton School at the University of Pennsylvania.
Senior Director, Investment Risk and Structured Products
Pacific Asset Management
Andy is a Senior Director for Pacific Asset Management, responsible for investment risk management and structured product analysis. Prior to joining Pacific Asset Management, Andy spent 7 years at PAAMCO, where he served as a portfolio manager on the firm’s hedge fund and fixed income offerings, was a member of the firm’s Portfolio Construction Group, and covered investments in structured credit. Prior to this, he worked at IndyMac Bank (now part of CIT), with responsibilities in analyzing balance sheet credit risk, trading, and loan portfolio management. Andy has more than 14 years of investment and banking experience. He graduated from Dartmouth College with a BA in Economics and received ... (view full description)
Head, US CLO New Issue
Amit Roy is a Managing Director in the Investment Banking division at Goldman Sachs and heads the US CLO New Issue business for the firm. He joined Goldman Sachs in 2001 and has been directly involved in structuring and placing over $50bn of securities backed by bank loans, high yield bonds, investment grade securities, private placements and emerging market securities.
Amit holds an MBA, with honors, from the Wharton School of Business at the University of Pennsylvania and S.B. degrees in Economics and Computer Science from the Massachusetts Institute of Technology.
Chairman & Chief Executive Officer
Goal Structured Solutions
Ken has more than 25 years of management, finance and business development experience as an integral part of management teams that grew companies in fast-changing environments. Ken is Chairman and CEO of Goal Structured Solutions (“GS2”), a recognized industry leader in student loan program development, asset acquisition and management, and capital markets services. GS2 has managed over $10B in securitizations, invested its own capital in $3 billion of performing and non-performing student loans and manages over $23B of private and federally-guaranteed student loans for itself and third parties. Previously, he served as CFO and President of Goal Financial a $9 billion student loan company. ... (view full description)
S&P Global Ratings
Jesse Sable is a Director and Lead Analyst on S&P’s Structured Credit Ratings team. He leads coverage of asset classes including whole business, data centers, triple-net leases, private equity CFOs, rooftop solar, and others. His responsibilities include feasibility assessments for new esoteric assets, primary transaction analysis, criteria and model development, and pod leadership for a group of six analysts.
Jesse joined Standard & Poor’s in 2015 following 9 years at French corporate/investment bank Natixis. At Natixis, Jesse held a variety of roles in structured finance, including principal investing, workout portfolio management, and credit risk management. Prior ... (view full description)
Peter Sack is a Managing Director in the New York office of Credit Suisse. Pete heads Mortgage Finance at Credit Suisse, within Global Asset Finance. He oversees financing and securitization underwriting of newly-originated and seasoned agency, non-agency and non-performing residential mortgages and related assets, including mortgage warehouse financing.
Pete has worked in the mortgage business at Credit Suisse since 2001. Prior to joining the bank, Pete was an attorney with the law firm Orrick, Herrington & Sutcliffe LLP, where he advised clients in regard to residential and commercial mortgage securitizations and derivative transactions.
Tricia San Cristobal
Chief Product Officer
Tricia San Cristobal is the Chief Product Officer for T-REX, bringing more than 20 years of experience across global financial services and data-driven product strategy to her role. She is responsible for the vision, strategy, and product development of the company’s current and next generation of data management and analytics solutions.
San Cristobal built her career driving long-term business growth through digital transformation. She combines deep leadership skills with expertise in all aspects of the product lifecycle from ideation, strategy, management, and execution. Most recently, San Cristobal was Global Head of Elektron as a Service and Enterprise Platform Proposition Ma ... (view full description)
- Robert Sannicandro is a Managing Director in Deutsche Bank’s Global Credit Financing & Solutions group in New York and the head of Alternative ABS
- Rob has over fifteen years of experience in securitization focusing on origination, structuring, financing and distribution of ABS transactions
- Rob joined the ABS team in 2015 to take over the Alternative ABS team. Rob joined DB from BAML where he ran a similar group
- He holds a BA from New York University, graduating in 2002
S&P Global Ratings
Kate Scanlin is a Senior Director within the U.S. Structured Credit group at S&P Global Ratings. In her current role, she leads the monitoring efforts for the surveillance of the structured credit transactions backed by non-traditional assets. She is also a senior analyst for cash flow and hybrid collateral debt obligations.
Before joining the Structured Credit group in 2003, Kate worked in S&P Global Ratings information Services, supporting Operations and Product Development.
Kate holds a bachelor’s degree in Economics from the College of the Holy Cross.
Chief Executive Officer
Stacey J. Schacter is the founder and CEO of VION Investments which provides liquidity solutions based on performing and non-performing consumer and commercial cash flowing assets. Since 1990, Stacey has focused on receivable buying, servicing and collections in the financial services industry, serving as President of OSI Portfolio Services; President, Chief Executive Officer and Chief Legal Officer of EMCC, Inc.; and attorney and advisor to several debt and receivable purchasing firms.
Mr. Schacter was a practicing attorney from 1988 to 1999 concentrating in Corporate, Securities, Securities Litigation, Mergers and Acquisitions, Specialized Asset Acquisition, Business Reorganiz ... (view full description)
S&P Global Ratings
Jeremy Schneider is a Senior Director and Sector Lead for U.S. Residential Mortgage-Backed Securities (RMBS) within the Analytics & Research Group at S&P Global Ratings. Jeremy focuses on analytics, market developments, and outreach related to mortgage finance, housing, and credit as it relates to U.S. RMBS.
Jeremy joined the U.S. RMBS group of S&P Global Ratings in 2006. Since then, he has worked in both the new issuance and surveillance groups focused primarily on ratings and criteria development. Jeremy was heavily involved in criteria development for U.S. RMBS new issuance and surveillance of outstanding legacy U.S. RMBS ratings. He also publishes numerous comme ... (view full description)
Carla is a Vice President at Goldman Sachs in the Transportation Structured Finance Group within Investment Banking. She is responsible for sourcing, structuring and marketing public and private asset backed debt financings and structured asset sales for transportation companies. Carla joined Goldman Sachs in 2015 after nearly 10 years at J.P. Morgan. At J.P. Morgan, Carla focused on mortgage-backed securities as well as ECA and other government products.
Carla earned a BA, magna cum laude, in Mathematics and Economics and an MA in Economics from Boston University in 2005.
Pat is responsible for introducing Wilmington Trust’s full array of trust and agency services to corporations and financial institutions throughout the country and in several off-shore jurisdictions. She specializes in asset-backed securitizations for all asset classes as well as services specific to special purposes entities, including those utilized by Hedge Funds, Private Equity, and the Commercial Real Estate industry.
Pat is an active participant in the Structured Finance Industry Group and is a member of its Board of Directors. She is a past board member of the American Securitization Forum and a previous chair of its Communication and Education Committee. She is a frequen ... (view full description)
Senior Relationship Manager-Enterprise Sales
Shelly Schwieso is a financial services executive with over 25 years of experience, including 9 years of working on Wall Street. She has a demonstrated track record of building financial services organizations from concept to implementation. She has worked for several top Fortune 500 companies including: KPMG, J.P Morgan Chase, Wells Fargo, Piper Jaffray, The Federal Home Loan Bank of Des Moines (formerly Seattle), and most recently has joined Radian as a Sr. Relationship Manager of Enterprise Sales with coverage of the GSE's and Large Servicers. Some highlights of her career include: Co-Founder of Wells Fargo’s Private Mortgage Banking Division as well as acting as the Financial Products Ma ... (view full description)
Managing Director & Portfolio Manager
Napier Park Global Capital
Serhan Secmen is head of the CLO business at Napier Park Global Capital (“Napier Park”). Mr. Secmen oversees the CLO issuance as well as CLO investments in structured credit instruments. Napier Park separated from Citigroup’s alternative investment arm, Citi Capital Advisors (“CCA”), in February 2013.
Prior to joining CCA in August 2008, Serhan was a CLO trader at Lehman Brothers. Prior to his post at Lehman Brothers, he spent several years in Texas as a project manager focusing on special project financing.
Since 2006, Serhan has also been involved in various industry forums and networks, including the investor roundtables for Moody's, S&P, and Fitch Ratings.
He freque ... (view full description)
New York Life Investors
Elena joined the Structured Finance Group at New York Life Investors LLC in May 2015. She is focused on originating, structuring and executing financing transactions in Transportation and other non-traditional assets.
From 2011 to 2015, Elena was a Director in the Transportation Group at BNP Paribas, where she was responsible for relationship management and financing solutions for aviation, railcar and container leasing companies. Prior to that, Elena was at Standard & Poor’s in the Esoteric ABS team focusing on transactions secured by various non-traditional assets (structured settlements, tobacco settlements, timeshare loans, transportation leases and loans).
... (view full description)
Senior Director - Scores & Analytics
George Shand is Sr. Director in the FICO Scores organization. He leads a group of talented industry experts who inform clients and represent the FICO Scores organization across the US, Canada and Latin America. George and his team help clients, understand the nuances of the FICO Scores, use FICO Scores more effectively, grow their business, and increase the availability of financial services to consumers around the globe.
His financial services industry expertise spans over 20 years in credit risk underwriting. He was Senior Credit Risk Manager for Discover Card, the founding Chief Credit Risk and Compliance Officer for Merrick Bank, and VP of Marketing and Risk Management for ... (view full description)
Robert Sheldon is a Managing Director in Deutsche Bank's Structured Credit Group in New York and Head of Auto, Equipment and Transportation ABS team. Prior to joining DB in 2007, Robert was a Director at Citigroup in the Global Securitized Products Group, working in both New York and London. He is currently responsible for pooled aircraft, rail, marine containers, autos, rental cars, equipment, student loans, credit cards and timeshare. He has more than eighteen years experience in all aspects of ABS origination, financing, marketing, and issuance. Robert holds a bachelors from Bristol University and an MBA from the Indiana University Bloomington.
Lowenstein Sandler LLP
Meagan provides counsel to mortgage servicers, investment managers, originators and purchasers in regard to mortgage and servicing rights acquisitions, dispositions, financings, and conduits and various types of mortgage financing facilities. Her experience extends to counseling clients in connection with numerous servicing advance facilities and excess spread acquisitions or sales, as well as credit facilities, repurchase agreements and servicing agreements.
Additionally, Meagan offers guidance to mortgage servicers, ratings agencies and underwriters in connection with securitizations of residential mortgages, including securities backed by forward mortgages, reverse mortgages ... (view full description)
Head of Capital Markets
Peter Silberstein is the Head of Capital Markets at Figure. Prior to joining Figure, Peter spent the last several years as a Director in Capital Markets at SoFi, where he primarily focused on the securitization of its student, unsecured consumer, and mortgage origination. His previous experiences includes roles in the mortgage trading departments of Goldman Sachs and Morgan Stanley.
Senior Portfolio Manager
Mill Hill Capital
Gaurav Singhal is Senior Portfolio Manager and Head of CLO Trading at Mill Hill Capital. Mill Hill Capital manages a market neutral U.S. Credit fund, focused on constructing asymmetrical return profiles in the corporate and securitized markets.
Prior to joining Mill Hill Capital, Gaurav was the Head of CLO Trading for the Macquarie Credit Nexus Fund. He has actively traded CLOs both in primary and secondary markets with a long-short strategy to deliver low-volatility, high risk-adjusted returns. Prior to joining Macquarie, Gaurav worked as a desk strategist with the mortgage desk at Morgan Stanley from 2009-2010. Before his career in finance, Gaurav worked at Microsoft in Redmond, WA ... (view full description)
Vice President, US Depository Strategies
Isha Sinwer is a Vice President in the U.S. Depository Strategies Group at Nomura. In her current role, she primarily focuses on development of market-sensitive financial analyses incorporating financial regulatory requirements, and advises institutional clients on strategic and tactical decision making.
Nicole Skalla is a partner in the Structured Credit practice at Paul Hastings and is based in the New York office. Her practice focuses on securitization and structured finance, with a particular emphasis on structured credit products and collateralized loan obligation transactions. Ms. Skalla represents investment banks, financial institutions, investment advisors, issuers, investors, and end-users in collateralized loan obligation transactions, cash, hybrid and synthetic CDOs, and other asset-backed securities transactions. She has also represented investment banks and others in connection with credit derivative and other swap transactions and asset repackaging programs.
Bank of America Merrill Lynch
David Sklar is head of Asset-backed Securities (ABS) Trading at Bank of America Merrill Lynch.
Based in New York, Sklar is responsible for leading the bank’s ABS trading efforts. The desk serves its investor and issuer clients by providing liquidity in the secondary markets to auto, credit card, student loan and esoteric ABS. Greenwich Associates ranked the BofA Merrill ABS desk #1 in market share in 2018 and 2019. Sklar was personally ranked the #1 Most Helpful Trader in the ABS market in 2018 and 2019, also by Greenwich. He has managed the ABS desk since 2015.
Sklar has a bachelor’s degree from Harvard University.
Roelof W. Slump is a managing director in Fitch Ratings’ residential mortgage department. He is responsible for managing the operational risk group, including originator and aggregator assessments, mortgage servicer ratings and RMBS transactional aspects including due diligence and reps and warranties. Roelof has been engaged in residential mortgage and securitization activities since 1991.
Before joining Fitch in June 2002, Roelof was a vice president with Dime/NAMC. As whole loan trader, he was responsible for the purchase and sale of residential loans in both bulk and flow for the bank’s portfolio. Prior to working at Dime/NAMC, Roelof was a vice president in the structure ... (view full description)
Fair Oaks Capital
Jason is a Vice President, CLO Analyst at Fair Oaks Capital US LP, where he focuses on relative value analysis for investment grade and sub-investment grade CLO tranches, in both the primary and secondary market, and in both the U.S. and European markets.
Prior to joining Fair Oaks, Jason was an investment associate at AIG Global Asset Management, serving as a part of a three-member credit analyst team that oversaw an $8 billion book of CLO securities. He was responsible for reviewing new-issue transactional documents, negotiating structural enhancements, and conducting due diligence on CLO issuers.
Before AIG, Jason worked in investment banking at Citigroup, m ... (view full description)
Official Monetary and Financial Institutions Forum (OMFIF)
Mark Sobel is currently US Chair, of OMFIF, a London-based think tank, and also a non-resident senior advisor at CSIS. Prior to that, he served at the U.S. Department of the Treasury for nearly four decades, including as Deputy Assistant Secretary for international monetary and financial policy from 2000 to early 2015. From 2015 through early 2018, he was U.S. representative at the IMF.
At Treasury, he led the Department’s work in preparing G7 and G20 finance minister and central bank governor meetings, formulating U.S. positions in the IMF, and coordinating the work of Treasury and regulatory agencies in the Financial Stability Board. He was also chief U.S. financial negotiator ... (view full description)
Paul St. Lawrence
Morgan, Lewis & Bockius LLP
Paul R. St. Lawrence concentrates his practice on complex financing transactions, with a particular emphasis on collateralized loan obligations (CLOs). He also handles securitizations, asset-based finance, and other structured finance and derivative products, and is often called upon by clients for his regulatory advice. Paul represents companies on both the sell-side and buy-side in derivative-based financings, CLOs, esoteric securitizations, and transactions utilizing other complex financial instruments. He also advises on the rights of creditors to exercise remedies in derivative and securities transactions following the insolvency of counterparties.
Before joining Morgan Lewi ... (view full description)
Ryan has been in the Structured Credit Group at Deutsche Bank for 20 years with management duties including overseeing all aspects of the residential and small balance commercial mortgage business including term securitizations, warehouse lending, M&A, advisory assignments and distressed whole loan purchases in North America. 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, REIT’s, hedge funds, private equity firms and large banks. Prior to joining Deutsche Bank, Ryan worked for 2 years at PaineWebber in the Municipal Securities Group focusing on pr ... (view full description)
Beth Starr is considered a pioneer of the ABS market. While running ABS research (at both Merrill Lynch and Lehman Brothers), Beth developed the investor bases for most of the ABS products and structures in the current market. She was responsible for investor education and development, including presenting and running all roadshows.
She has been voted to the All-America Institutional Investor Research team for ABS and CMBS research seven times and had an extremely wide investor following, globally.
While at Lehman Brothers, she built and ran a group called Product Management, which was set up to be a syndicate/structuring function for all highly structured, non-generic AB ... (view full description)
Chief Operating Officer
Joel Steinmetz is Rialto’s COO. Joel was previously head of business operation for a successful FX technology company and was responsible for strategic business production and organizational development. He brings more than 20 years of management expertise in the electronic trading industry in business development, trading, product management, operations, and business and product strategy through his experience at Citadel Securities, Citi, and Instinet. His experience is across multiple asset classes and the wide spectrum of technology solutions ranging from hosting and connectivity through execution, algorithmic trading, risk management, and pre- and post-trade analytics.
Eli Stern is a principal in Ernst & Young LLP’s Financial Services Organization (FSO) in the Advisory Services practice and is based in New York. He serves as the FSO Advisory Blockchain Leader, working with financial institutions on building out blockchain-based platforms and approaches and managing the corresponding risks. Eli and his team also work with financial institutions planning to create digital assets, such as cryptocurrencies, or issue digital tokens as a fundraising mechanism.
Eli also co-leads FSO Advisory’s Structured Finance Advisory Services (SFAS) practice, where he focuses on serving financial services institutions in the securitization market. This prac ... (view full description)
Co-Chair, Structured Finance
Winston & Strawn LLP
Jeffrey Stern, who serves as co-chair of the firm’s Structured Finance Practice, 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, derivatives documentation, CLOs and warehouse/leverage facilities, marketplace lending platforms, structured funds, cross-border trade receivables and commodity financings, structured insurance financings, and funding/advising specialty finance companies.
Bank of America Merrill Lynch
Mary Stone (Managing Director, Head of Securitization and Advisory): Ms. Stone joined BofA Merrill’s Mortgage Finance group in 2009 where she is responsible for the residential mortgage securitization and advisory business. Ms. Stone manages a banking team responsible for structuring and executing mortgage transactions tailored to accommodate the needs of their clients. Prior to BofA Merrill, Ms. Stone was a Senior Vice President in the Lehman Brothers residential mortgage securitization team. Prior to joining Lehman Brothers, Ms. Stone worked in the securitization advisory practice at PricewaterhouseCoopers. Ms. Stone holds a BBA in Finance from The College of William and M ... (view full description)
Mayer Brown LLP
Ryan Suda is a partner in Mayer Brown’s New York office and a member of the Banking & Finance practice, Structured Finance and CDOs & CLOs groups. Mr. Suda advises financial institutions, asset managers, private equity funds and hedge funds in structured finance transactions and other complex financings. He focuses in particular on securitizations of institutional leveraged loans, known as collateralized loan obligations (CLOs). In addition, he advises clients on regulatory issues in relation to securities laws, the US risk retention regulations and the Volcker Rule, and has experience in derivatives, secured and unsecured credit facilities, private placements, asset finance and acqu ... (view full description)
Deloitte & Touche LLP
Alexey Surkov is a Partner at Deloitte where he leads Deloitte’s Model Risk Management practice in the US and globally. Over his more than 20 years with Deloitte Alexey has assisted a number of leading banks, financial services firms, and non-financial corporations in the areas of model risk management, valuation, model validation, and risk management. Alexey’s areas of specialization include modeling of complex equity, foreign exchange, fixed income and credit products, model risk management, and the full range of quantitative and qualitative issues in the fields of valuation and modeling.
Prior to joining the Model Risk Management practice, Alexey worked in Deloitte’s Banking ... (view full description)
Morgan, Lewis & Bockius LLP
Charles A. (Charlie) Sweet serves as the practice development leader of the firm’s structured transactions group. He advises clients on the federal laws and regulations affecting asset-backed securities and other structured finance products, and his securitization experience encompasses a wide variety of asset classes, including automobile loans and leases, student loans, marketplace loans and residential mortgages. Charlie has worked on many innovative transactions and structures, with sponsors ranging from finance arms of Fortune 500 companies to technology-driven emerging growth companies. He co-authored the fourth edition of the leading industry treatise, Offerings of Asset-Backed Sec ... (view full description)
Chapman and Cutler LLP
David Sykes is a partner in Chapman's Asset Securitization Department. His practice focuses on the representation of lenders, lessors, issuers and investors in renewable energy and fintech transactions. His experience includes matters involving debt and equity finance transactions (including tax equity transactions), securitizations, joint ventures, asset acquisitions and divestments.
From managing the legal and compliance functions at several VC-funded start-ups that originated innovative consumer and commercial loan, lease and PPA products via technology platforms, David has deep experience in enabling the development, deployment and servicing of technology-enabled lending prod ... (view full description)
JP Morgan Securities LLC
Amy Sze is Head of J.P. Morgan’s ABS Research team. Her coverage includes Credit Cards, Autos, Student Loans, Marketplace Lending, Equipment among other non-mortgage consumer and commercial asset classes. For the past decade, Amy and her team have been consistently recognized by Institutional Investor in its annual "All-American Fixed Income Research Team" rankings. Over her research career at J.P. Morgan, Amy has covered Subprime RMBS, ABX, ABS, ABCP and CDOs. She holds a Bachelor of Arts with honors in Economics-Math from Columbia University and a CFA charter.
S&P Global Ratings
Ildiko Szilank is a Senior Director in the Structured Finance Ratings Practice at S&P Global Ratings and serves as an Analytical Manager in the U.S. Asset Backed Commercial Paper (ABCP) / Muni Structured group. In this capacity, Ildiko leads a team responsible for the oversight of ABCP, VRDOs, Tender Option Bonds, and Repack ratings.
Prior to her current role, Ildiko was a senior member of the Structured Finance Asset Backed Securities group where she was responsible for consumer and commercial ABS ratings.
Before joining S&P Global in 1998, Ildiko was a consultant in Central European Foreign Direct Investment.
Ildiko graduated in history ... (view full description)
Adjunct Professor, Financial Mathematics and Engineering
NYU Courant and NYU Tandon
Leon Tatevossian is an adjunct professor in Mathematics in Finance at NYU Courant and in Finance and Risk Engineering at NYU Tandon. From 2009-16 he was a director in Group Risk Management at RBC Capital Markets, where he covered market risk for securitized products in secondary-trading, origination, and proprietary-trading areas. Leon's experience in the fixed-income capital markets includes positions as trader, quantitative strategist, derivatives modeler, and risk analyst. His product background includes US Treasurys, US agency bonds, interest-rate derivatives, MBSs/ABSs, and credit derivatives. Leon graduated from MIT (SB; mathematics) and was a gradua ... (view full description)
Adam Tempkin is a reporter and analyst covering structured finance at Bloomberg News and has more than 20 years experience in the securitization and fixed income industry as a journalist, investment writer, and PR professional. He covers transactions across every asset class, including deep-dives on deal structures, pricing, and relative value, and writes broader trend pieces on the market, with a focus on consumer credit, CLOs, and CMBS. He also frequently appears on Bloomberg TV and Radio as a credit-markets expert. Prior to Bloomberg, he had stints at BlackRock and Thomson Reuters. Adam was also previously communications director and lead spokesman for Standard & Poor's Global Structu ... (view full description)
LILYA TESSLER is a partner and the New York head of Sidley’s FinTech and Blockchain group. She focuses her practice on representing digital asset trading platforms, blockchain technology companies, U.S. and non-U.S. broker-dealers, financial services firms and cryptocurrency funds. She is a member of Sidley’s global Securities
and Derivatives Enforcement and Regulatory practice, which received the 2019 Chambers USA Award for “Financial Services Regulation,” and she was named a “Rising Star” in Fintech by Law360 (2019).
Lilya advises technology companies on blockchain token offerings, including so-called ICOs. She also counsels financial institutions and digital asset exchan ... (view full description)
Phillip Thigpen is a Director in PwC’s Financial Markets group. He has over 25 years of experience in fixed income capital markets, where he has acted in advisory, managerial, transactional, investment and operational roles.
Prior to joining PwC, Phillip founded a boutique transaction management and strategic advisory firm and was previously a Senior Vice President at GMAC Commercial Mortgage Corp., where he organized and led the company’s commercial mortgage backed securities team. Phillip’s team managed issuance and trading of Agency and Ginnie Mae multifamily MBS as well as CMBS and managed the company’s relationships with the Enterprises, capital markets investors, investmen ... (view full description)
John Timperio is a Dechert partner and co-head of the Dechert Global CLO team, which has not only been ranked one of the most active in the CLO since the market restarted but also one of the most distinguished in terms of industry awards for best CLO law firm. Mr. Timperio has over 25 years of experience working with some of the world’s largest asset managers and investment banks on various types of structured finance solutions, including CLOs and structured loan facilities. He is also actively involved in creating various permanent capital solutions for various of the firm’s 45 plus asset manager clients who currently manage CLOs, including US and EU risk retention compliant ... (view full description)
Vishwanath Tirupattur is a Managing Director at Morgan Stanley and the Head of US Fixed Income Research as well as the Director Quantitative Research. He has been voted to the Institutional Investor’s All-American Fixed Income Research Team multiple times in multiple categories.
Prior to joining Morgan Stanley in September 2004, he had portfolio management and risk management responsibilities at Chubb, American International Group and Lincoln National, managing interest rate, equity and credit derivatives. He was a post-doctoral associate at the University of Illinois at Urbana-Champaign and holds a master's degree in economics from Virginia Tech and a doctoral degree in econom ... (view full description)
Ms. Tjoe is a Managing Director in KPMG’s Securitization practice with extensive experience in capital markets for structured finance products. Her skill set includes providing attestation and advisory services to securitization-related business operations and regulatory compliance. She managed securitization services related to the analysis and execution of mortgage and asset-backed securities issuances.
William heads the CLO Desk at Moody’s Analytics where he oversees end-to-end market solutions for participants in the structured space. He has over ten years of experience working with some of the largest banks and asset management firms to provide valuations and analytical solutions for structured finance products. In his current role, he focuses on advanced data analytics and workflow enhancements leveraging the latest technology stack. He also oversees the strategic direction of their product suite, which include local and web-based software, APIs, data feeds and custom solutions delivered through microservices.
Prior to this role, William performed stress testing for Compre ... (view full description)
Vice President, SF CRT Capital Markets
Christian Valencia is the Vice President of Credit Risk Transfer Capital Markets in Freddie Mac’s Single-Family division. He manages the core transaction team that issues the Structured Agency Credit Risk debt notes (STACR), Freddie Mac’s flagship CRT program. This includes managing the day to day aspects of the program as well as relationships with different dealers that underwrite the STACR transactions. In addition, he helps to further enhance the programs and/or structures that transfer single family credit risk to private investors. During his tenure with Freddie Mac he has led some of the enhancements in STACR program including moving the program to actual losses, iss ... (view full description)
Marjan Van Der Weijden
Marjan van der Weijden is a Managing Director at Fitch Ratings and Global Head of Structured Finance and Covered Bonds. This group is responsible for assigning and monitoring credit ratings on asset-backed securities (ABS), residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS), structured credit/collateralised debt obligations (CDOs) and covered bonds (CvBS). In her role, Marjan oversees the rating process, criteria development and analytical research.
Marjan has been with Fitch for eighteen years and has held a variety of roles in Asia and Europe, most recently serving as Head of EMEA Structured Finance since 2010.
Prior to joining Fitch Rat ... (view full description)
Vice President, Advisory & Rapid Analytics Platform
Dillon Vestal is the Vice President and Product Manager for the Rapid Analytics Platform within Black Knight’s Data and Analytics Group. During his career, Mr. Vestal has had extensive experience working with clients across the financial services, mortgage and real estate industries. With a background rooted in data and analytics, he has applied this skill set to real-world business use cases and consulted with clients across all levels on many solutions. Many of his data and analytic applications have focused on the whole loan and portfolio management use cases.
Prior to Black Knight, he spent 12 years with CoreLogic, as the Vice President of Advisory Solutions, where he le ... (view full description)
Clifford Chance US LLP
Robert Villani has extensive experience in structured capital markets with an emphasis on structured credit vehicles such as collateralized loan obligation (CLO) and collateralized debt obligation (CDO) transactions. He has also 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.
James Vogl, CFA
Head of Product
James Vogl serves as KopenTech’s Head of Product, working with engineers and investment professionals to simplify structured products. Prior to joining the firm James worked at RBC as a portfolio manager.
James earned an MBA from the Anderson School of Management at UCLA. He holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Institute and the CFA Society Los Angeles.
Outside of work, James volunteers for several organizations including United In Harmony, a nonprofit supporting children living in homeless shelters. An avid skier, he resides with his wife and two dogs in Los Angeles. Originally from Minneapolis, he began his career as an educato ... (view full description)
As the head of Milbank’s Alternative Investments Group in London, James has an extremely broad practice covering international capital markets (EMTN and stand-alone), securitisations, derivatives and structured finance transactions acting for issuers, arrangers and investors on numerous listed and unlisted structured capital markets transactions across the full product spectrum, including synthetic transactions.
James has considerable experience in relation to asset securitisation with a wide range of asset classes, including residential mortgages, commercial property, auto-loans, leases, consumer loans and swap receivables originated across Europe. In addition, James has extensive fam ... (view full description)
Chief Credit Officer
Chuck Weilamann is currently a Managing Director with DBRS, Inc. providing credit ratings for U.S. and international structured finance transactions in the consumer, commercial and esoteric asset-backed sectors.
Prior to his position at DBRS, Chuck was a Partner at WoodLake Advisors, LLC, an independent financial advisor focused on providing advisory services to clients in energy infrastructure, securitization, leasing and project finance.
Prior to founding WoodLake Advisors, Chuck was a Vice President at Credit Suisse Securities (USA) LLC, where he was been responsible for the underwriting of products collateralized by esoteric assets valued at over $10 bill ... (view full description)
Michael Weisz is the Founder and President of YieldStreet. Michael is responsible for YieldStreet’s investment strategy and originator network and has overseen $900M in transactions over his career.Michael began his career at a $1.2 billion New York based credit fund, working his way to Vice President before co-founding his own fund in 2013. During his 10 years on the institutional side of the business, he grew frustrated that access to superior wealth creation opportunities was not accessible to individual investors. In 2015, he teamed with Milind Mehere to create YieldStreet.When not working late you can find Michael spending time with wife and three kids or hosting dinners at his home in ... (view full description)
S&P Global Ratings
Steve Wilkinson is a Senior Director with S&P Global Ratings in the Corporate Ratings group. As a senior member of the Leveraged Finance and Recovery Team, Steve is involved with recovery research and criteria development as well as analyzing recovery prospects for debt issued by speculative grade companies.
Before joining the recovery analytics group in 2005, Steve was a credit analyst in Standard & Poor’s Ratings Services Media and Entertainment team with primary analytical responsibility for a diverse list of media companies including movie exhibitors, English and Spanish language broadcasting companies, business-to-business media firms, and leisure companies. ... (view full description)
Senior Managing Director, Head of Fixed Income
Cory Wishengrad has over 20 years of experience in structured products. At Guggenheim Securities, Mr. Wishengrad heads the Structured Products Origination team. Cory was previously Co-Head of Securitized Products Origination in the Americas at Barclays; prior to Barclays, he was Head of Esoteric ABS at Lehman Brothers. Mr. Wishengrad has a BA summa cum laude from Dartmouth College and JD cum laude from Harvard Law School.
Eagle Point Credit Management
Dan Wohlberg is a Director at Eagle Point Credit Management. He specializes in analyzing asset managers, evaluating opportunities in the primary and secondary CLO markets (with an emphasis on CLO documentation and structuring), developing Eagle Point strategic initiatives and monitoring Eagle Point’s investments. Dan has over a decade of experience investing in and advising others with respect to complex structured finance transactions and derivatives.
Prior to joining Eagle Point, Dan advised a broad array of market participants in structured finance transactions and other complex financings, often in a cross-border context, as well as in connection with derivatives while at ... (view full description)
Lisa is a co-founder and Principal at Liquidaty, a software platform that automates complex data tasks. She leads Liquidaty's business development efforts and represented the firm at UberPITCH, a technology-focused startup competition sponsored by Uber, where the company won first place.
Prior to starting Liquidaty, Lisa spent 10 years in securities research and sales at Brown Brothers Harriman and Thomas Weisel Partners and asset management at Morgan Stanley. Lisa holds an A.B. from Harvard College.
Chief Executive Officer
Matt is the founder of Liquidaty, a software startup that automates complex data tasks.
Prior to founding Liquidaty, Matt was an investment banker at JPMorgan, where he led over $70 billion of securities origination, was heavily involved in the firm's private label mortgage resolution, advised clients on bank M&A transactions and portfolio valuations, and led the first post-crisis new-origination RMBS, architecting a new representation & warranties framework that is still in use by many issuers today.
Mr. Wriedt joined DFG in 2019 as Chief Executive Officer. He is responsible for overseeing business strategy and day-to-day management of the firm, driving product development, and leading fundraising efforts. He has twenty-five years of experience in lending, structuring, portfolio management and business development.
Prior to joining the firm, Mr. Wriedt spent 6 years at CIFC Asset Management, where he most recently served as Co-Chief Executive Officer. During his tenure at CIFC, he helped grow assets under management to $18 billion and diversify product offerings to include a range of alternative credit strategies. Prior to joining CIFC, Mr. Wriedt served as a Managing Directo ... (view full description)
Sajid Zaidi is a Managing Director in Morgan Stanley’s Fixed Income Division and heads SPG Structuring globally. He joined Morgan Stanley in 2002 and over the last 16 years, he has been involved in structuring, lending and placing securities backed by liquid and illiquid bank loans, high yield bonds, private placements, trust preferred securities, aircraft, mortgages, consumer loans, student loans and private equity limited partnership interests. Prior to his current role, Sajid ran the US FID Secured Lending Business and the CLO New Issue Business for Morgan Stanley. From 1997 to 2000, Sajid worked in Emerging Market Loan Syndications and Islamic Finance with Citibank in London. Prior ... (view full description)
Head of Fixed Income Sales and Trading
SMBC Nikko Securities America, Inc.
Jeff Zavattero is a Managing Director and Head of Fixed Income Sales & Trading for SMBC Nikko Securities America, Inc. In his role, Jeff manages a team of more than 30 professionals who are responsible for trading, selling, and analyzing credit and rates.
Before joining SMBC Nikko Securities America, Inc., he held comparable positions for more than 20 years at Bankers Trust/Deutsche, Bear Stearns, Mitsubishi UFJ Securities, and Natixis.
Jeff spent three years in rates sales and structuring and two years as an equity research analyst. He also worked at AT&T for two years.
Jeff earned a Bachelor of Arts from the University of California at Berkeley.
... (view full description)