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Steven Abrahams

Senior Managing Director
Amherst Pierpont Securities

Steven Abrahams is a Senior Managing Director and Head of Investment Strategy at Amherst Pierpont Securities. He brings 29 years of experience in markets and investment strategy. His team provides analysis and advice for institutional investors in rates, financing markets, corporate credit and securitized products. Before joining Amherst Pierpont, he served as co-founder and Chief Executive Officer of Milepost Capital Management, an SEC-registered investment adviser serving institutions and private funds, and as a director of MTGE ... (view full description)

Jim Ahern

Managing Director - Global Structured Finance
Moody's Investors Service

Jim Ahern, Managing Director – Global Structured Finance Group – is responsible for Moody’s securitization, structured finance and covered bond ratings businesses in the Americas, EMEA and Asia Pacific. Jim joined Moody’s in June 2014. Prior to Moody’s, Jim was Managing Director & Global Head of Securitization at Société Générale (SG) based in London. Prior to assuming this role in 2011, he held a number of positions of increasing importance at SG in New York including Co Global Head of Securitization, Head of Consumer ABS and Deputy Head of Securitization Credit Structures. From 1995 until joining SG in 2002, Jim Co-Headed the Structured Finance Group for Commerz ... (view full description)

Keith Allman

Managing Director

Keith Allman is a Managing Director and the Head of U.S. Esoteric Asset-Backed Securities (ABS) at MUFG. Prior to joining the firm, he was a banker at Deutsche Bank and Citigroup, and most recently an investor at Loomis Sayles & Company. Keith has over 18 years of structured finance and aviation experience in banking, with a particular focus on esoteric asset classes including aircraft, shipping containers, timeshare, cell towers, and venture debt. He began his career in financial engineering and is the author of four books on financial modeling. Keith holds a master’s degree in international affairs from Columbia University and a B.A. (dual degree) in political s ... (view full description)

Andrea Alms

Fund Manager
BioHealth Capital Fund

Andrea Alms is co-fund manager of BioHealth Capital Fund.  The BioHealth Capital Fund is a venture capital early stage investment fund created by the BioHealth Innovation (“BHI”), located in Rockville, MD, the center of the BioHealth Capital Region. BHI manages a for profit subsidiary BioHealth Innovation Management (BHIM) which owns equity in 30 of the 110 client companies of BHI and has had 3 exits. Last deal sold for $1.04 billion (i.e., Benevir acquired by JNJ).In addition, she is founder and Managing Partn ... (view full description)

Patricia Antonios

Eagle Point Credit Management

Patricia is a Director 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 D ... (view full description)

Jonathan Arkins

King & Spalding LLP

Jonathan Arkins has unparalleled experience in various types of commercial real estate structured products including diverse types of capital markets financings. For more than two decades, Jonathan represents both US and international financial institutions, private equity funds, and other institutional investors in commercial real estate securitizations, repurchase transactions, warehouse facilities, bankruptcy safe harbored financing transactions, domestic and foreign asset-backed securitizations, supply chain and trade financing, subscription lines, letters of credit, and secured lending.

Eriko Aron

Managing Director
SCIO Capital LLP

Eriko is a portfolio manager at SCIO Capital. Prior to SCIO, Eriko worked for three years at Deutsche Bank AG London in the Credit Risk Management group, covering securitisation and distressed portfolio transactions. Before Deutsche Bank, Eriko spent seven years at Ambac Assurance UK, responsible for European / Asian cash and synthetic securitisation transactions. She started her career at Bank of Tokyo Mitsubishi, in the derivatives marketing team. Eriko holds a BSc degree in biochemistry from Imperial College. 

Rohit Arora

Chief Executive Officer & Co-Founder

Rohit Arora, CEO of Biz2Credit, is one of America's top experts in small business lending and the use of FinTech to streamline the funding process. In 2011, he was named New York City's “Top Entrepreneur” by Crain’s New York Business, which has named Biz2Credit among NYC’s “Fast 50” multiple times. In 2012, he was invited to the White House by the President's Council of Economic Advisors to update economists on matters related to small business lending. He has also met with top executives from the Federal Reserve, the SBA, the FDIC, and Comptroller of the Currency. After discovering that language and cultural barriers hindered the ability of immigrants from the South Asi ... (view full description)

Roger Ashworth

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.

Lee Askenazi

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)

Reed Auerbach

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)

Amanda Baker

Mayer Brown LLP

Amanda Baker is a Banking & Finance partner in Mayer Brown's New York office. She represents issuers, borrowers, underwriters and commercial banks in connection with the issuance of asset-backed bonds backed by small business and consumer fintech assets, auto loans, auto leases, trade receivables, residential mortgages and student loans in the public, 144A and asset-backed commercial paper conduit markets in the United States, Australia and Canada. Amanda also represents fintech companies in various financings and routinely counsels clients regarding regulatory developments and proposals. Amanda is a member of the Mayer Brown Pro Bono Committee and the Hirin ... (view full description)

Linda Bartosch

Dechert LLP

Linda Ann Bartosch is an associate in Dechert’s global finance group. Ms. Bartosch’s practice encompasses a broad range of real estate finance, structured finance and investment matters, including the purchase, sale and financing of residential mortgage loans, single-family rental portfolios, commercial properties and mortgage servicing rights, as well as residential mortgage-backed securities. She also advises clients on construction lending, lease financing, equity investments, joint venture formation and large-ticket equipment leasing and finance matters, as well as on the development and financing of commercial real estate and energy projects, with a particular focus on solar and other r ... (view full description)

Somdutta Basu

Morgan Stanley

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.

Colin Behar

Portfolio Manager

Colin is a Portfolio Manager at USS

Rich Bendis

President & CEO
BioHealth Innovation, Inc.

Mr. Bendis is the Founder, President and CEO of BioHealth Innovation, Inc. He is a successful entrepreneur, corporate executive, angel investor, investment banker, innovation and technology-based economic development leader, international speaker and consultant in the technology and healthcare industries. He also serves as the founding President and CEO of Innovation America, a national public-private partnership focused on accelerating the growth of innovation economy in America. He was also the founding Chairman of The Kansas Technology Enterprise Corporation and Founder and CEO of Innovation Philadelphia. He was recently asked to serve as the Co-Chairman of the AURP BioHealth Caucus. As o ... (view full description)

Jayesh Bhansali

Chief Investment Officer

Jayesh Bhansali, CFA, is the chief investment officer at IRIQIV, an investment advisory firm. Previously, he served as managing director and head of global derivatives and quantitative fixed-income portfolio management and as the Lead Portfolio Manager for General Account’s Fixed Income Immediate Annuity portfolio at TIAA (1996-2018) with $70 bln in AUM. During his tenure at TIAA, he was a member of the core Chief Investment Officer team to the General Account (~$240 bln. in AUM), where his responsibilities spanned strategic and tactical asset allocation, portfolio construction, risk budgeting, tail risk management, ALM, capital optimization decisions as well as risk compliance matt ... (view full description)

Rupal J. Bhansali

Chief Investment Officer, Global Equities
Ariel Investments, New York

Rupal is the Chief Investment Officer and Portfolio Manager of Global Equities overseeing over 8 bln $ of aums at Ariel investments in New York. She is among the 1.3% of female portfolio managers to solely manage a mutual fund in the US, as well as a rare woman and woman of color to have broken through the glass ceiling on Wall Street.  In 2019, she received the North American Industry Leadership Award from 100 Women in Finance. In 2020 and 2021, she was featured on Barron's "100 Most Influential Women in US Finance" list. She serves on the Barron’s Annual Roundtable which showcases “10 of Wall Street’s smartest investors.” In 2009, Forbes named her a “Global Guru,” ... (view full description)

Dr. Simone Bohnenberger-Rich

VP of Product
Eigen Technologies

Simone leads the financial services sector team at Eigen, providing subject matter expertise, user experience feedback and guiding the development of the firm’s NLP product. Simone is an expert on how advanced technology can be applied at scale within the front, mid, and back offices of FS institutions. Prior to joining Eigen, Simone was a consultant for Monitor Deloitte specialising in FS, TMT, and healthcare. She has also previously worked for McKinsey & Company and the European Commission. Simone holds a PhD from the LSE in International Relations focusing on international trade finance, and investment in emerging markets.

Greg Branch

Partner, Chief Investment Officer
SCIO Capital LLP

Greg is CIO and a founding partner of SCIO, a multi award-winning specialist in European private asset-based credit, strategically targeting a niche market segment. Prior to founding SCIO, Greg was at Deutsche Bank AG London, where he headed up the European ABS/CDO trading desk after joining in 2000 as Director and Head of Analytics for the Structured Products Group in Europe. Greg joined Deutsche Bank from Lehman Brothers in New York, where he headed the Commercial Mortgage Analytics group.

Greg holds a Master’s Degree from Carnegie Mellon University and a degree in Aerospace Engineering from the University of Notre Dame.

Pete Briskman

Executive Managing Director

Pete Briskman is the Executive Managing Director and Broker Lead for JLL's Maryland Region overseeing all service lines. His primary focus is on Tenant Advisory Services working with Tenants locally and nationally on complex real estate and leasing strategies for Headquarter transactions, relocations, build-to-suits, renewals, expansions and consolidations. His applied expertise includes strategic real estate planning, municipal incentive negotiations, lease structuring / transactions, portfolio management, and capital markets investment sales. Recognized nationally, he was named by Real Estate Forum magazine as the "35 Next Generation Real Estate Professionals in the Country." H ... (view full description)

Justin Burns

Managing Director
Atalaya Capital Management LP

Michael Chaisanguanthum

Managing Director
Credit Suisse Asset Management

Michael Chaisanguanthum is a Managing Director of Credit Suisse Asset Management in the Credit Investments Group.  He joined in 2007 and is the Head of Restructuring, focusing on workouts, restructurings, and stressed and distressed credits.  Prior to joining the group, Mr. Chaisanguanthum was an Associate in the Business Finance & Restructuring Department of Weil, Gotshal & Manges LLP.  Mr. Chaisanguanthum holds a B.S. in Business Administration from the University of California, Berkeley and a J.D. from Harvard Law School.

Bharat Chandrasekaran

ABS Trading
Morgan Stanley

Bharat trades the secondary ABS book at Morgan Stanley where he focuses predominantly in Esoteric Consumer and Transportation assets. Prior to joining Morgan Stanley he spent seven years at Deutsche Bank over which time he predominately traded ABS with stints in CMBS and equities. Bharat holds a B.S. in Economics from Georgia Tech.

Winston Chang

Managing Director
S&P Global Ratings

Winston Chang is currently a Global Sector Lead within S&P Global Ratings’ Structured Finance practice.  As a Global Sector Lead, he focuses on new assets and cross sector coordination.  While much of his activity will be new assets related, he will continue to pursue broader initiatives around cross sector analytical coordination.  Prior to this role, he was previously a Lead Analytical Manager in the Structured Finance practice. Before joining Standard & Poor’s in 1999, he was at the law firm of Cahill Gordon & Reindel and worked on a variety of corporate transactions and securities offerings through the 144(a) market, he began his career at ... (view full description)

Caroline Chen

Amherst Pierpoint Securities LLC

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 involved 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)

Raymond Chen

Co-Secretary General

Raymond is vice chairman and chief strategy officer at Xiamen International Financial Technology Ltd. (XFinTech), and CEO at Hangzhou Xiayuan Asset Management Co.  He is co-secretary-general of China ABS Forum of 100, chairman emeritus of Amoy Association of Asset-Backed Securitization, and an adjunct professor at the School of Management and Economics, the Chinese University of Hong Kong at Shenzhen. Raymond started his career in securitization in 1994, when he was a portfolio manager and head of mortgage analytics at Ocwen Financial. He also worked as a securitization banker at Greenwich Capital and Wachovia Securities, before relocating to Hong Kong and China in 2003. He co-founded the as ... (view full description)

Olga Chernova

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)

Natalka Chevance

S&P Global Ratings

Emily Chew

Global Head of Sustainability
Morgan Stanley Investment Management

Emily is Global Head of Sustainability for Morgan Stanley Investment Management and chairs the firm’s Sustainable Investing Council. Before joining Morgan Stanley in 2020, Emily was Global Head of ESG Research and Integration for Manulife Investment Management in Hong Kong and Boston, where she built an ESG investing program for public markets investments encompassing research, investee stewardship, thought leadership and thematic product development. Previously, Emily was Head of Asia-Pacific ESG Research for MSCI Inc. in Beijing and Hong Kong, leading a team of ESG research analysts covering the Asia-Pacific constituents of the MSCI All Country World Index. Emily commenced her career as a ... (view full description)

Viravyne Chhim

Senior Vice President

Viravyne Chhim is a Senior Vice President with Blackstone Credit (formerly GSO). Since joining Blackstone Credit in 2010 and re-joining in 2017, Ms. Chhim has been involved with CLO and public fund launches and related issues, CLO risk retention and a number of other legal and compliance matters and initiatives throughout the firm.  Before joining Blackstone Credit, Ms. Chhim worked at Latham & Watkins LLP as an associate in the banking and structured finance and securitization practice groups, and completed a secondment at Credit Suisse in the asset management division.  Ms. Chhim also worked at First Pacific Advisors, LLC as Associate ... (view full description)

Daniel Choquette

Chairman of the Board
FirstKey Homes

Nelson Chu

Founder & Chief Executive Officer

Nelson is the founder and CEO of Cadence, the leading digital securitization and investment platform for private credit. He is a 3x startup founder with several years of experience at the top investment management firms, including Bank of America and BlackRock. Prior to Cadence, he founded a strategy consulting firm specializing in helping companies build products and raise capital for growth, creating over $1B in equity value. He currently serves as an advisor to an ultra high net worth family office and is an active angel investor, with notable investments including BlockFi, Cadre, Care/Of, Clover Health, dv01, Tala, and Uala.

Roy Chun

Sr. Managing Director, CMBS Surveillance
Kroll Bond Rating Agency

Roy Chun is a Managing Director and Head of the CMBS Surveillance Group at Kroll Bond Rating Agency (KBRA). Prior to joining KBRA, Roy was a senior director at Freddie Mac, where he led surveillance and various master servicing responsibilities of the agency’s multifamily portfolio of loans and guarantees. Previous to working at Freddie Mac, Roy held various roles at Standard & Poor’s (now S&P Global Ratings) including as head of the CMBS surveillance team, senior member of the Structured Finance team, as well as led global surveillance initiatives. Roy holds a B.S. in engineering and applied mathematics from Stony Brook University and an MBA from Baruch ... (view full description)

Meredith Coffey

Executive VP of Research & Analysis
Loan Syndications Trading Association

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)

Patrick Collins

Vice President
Goldman Sachs

Wynne Comer

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)

Alexandra Cooley

Chief Investment Officer
Nuveen Green Capital

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)

Elizabeth Crawford

Co-Head of Securitized Products, Head of Securitized Products Research, Portfolio Manager

Ms. Crawford is a Specialist Portfolio Manager in the Fixed Income group and co-heads the Securitized Products Division as Head of Securitized Research. Prior to returning to TCW’s Los Angeles headquarters in 2020, Ms. Crawford spent two years based in TCW’s London office as a research analyst covering Global Securitized Products. Before joining TCW as a CMBS Trader in 2015, Ms. Crawford was a Portfolio Analyst covering securitized products and commercial and residential mortgage REIT equities at EJF Capital LLC (“EJF”), a $9.5bn multi-strategy alternative asset manager in Arlington, Virginia. Prior to joining EJF, Ms. Crawford was an Associate in the Securitized Products division at Credit ... (view full description)

Christopher Crovatto

Chief Executive Officer
Foundation CREF

Mr. Crovatto is Co-Founder and CEO of Foundation CREF, a private lender making business purpose loans to investors in the residential sector and the developer of the PropertyPortal™, a custom-built online marketplace with patent-pending technology where Buyers access Pre-Foreclosure and Pre-Listing REO properties directly from institutional Sellers in the distressed residential space.  He has over 30 year of residential and commercial real estate experience as a structured bridge lender, principal investor, fund manager, ow ... (view full description)

Adrienne Dale Burns

Managing Director, US CLO Portfolio Manager
Onex Credit

Adrienne Dale-Burns is a Portfolio Manager and member of the Investment Committee of Onex Credit, with a focus on the firm's CLO and loan strategies.  Prior to joining Onex Credit, Adrienne worked at MidOcean as a Portfolio Manager focused on CLOs.  Previously, Adrienne spent 14 years working within the Credit Investments Group at Credit Suisse Asset Management (CSAM), primarily as a senior credit analyst covering various sectors. Prior to that, Adrienne worked on the sell-side as a Senior High Yield Analyst at CIBC World Markets.  Adrienne received her B.A. from the University of Pennsylvania and her M.B.A. from the NYU Stern School of Business.  Adrienne currentl ... (view full description)

Lara Daly-Sims

Chapman & Cutler

Lara Daly-Sims is a partner in Chapman's Asset Securitization Department. Her practice is focused on securitization and structured finance transactions involving a wide variety of asset classes, including transactions supported by consumer and small business credit card receivables, consumer loans, auto loans, residential and commercial mortgages, and home equity loans. Lara also has substantial experience advising on regulatory matters including Dodd-Frank issues, the Federal Credit Union Act, the Federal Deposit Insurance Act, and other federal statutes and regulations applicable to credit unions and banks. Prior to joining Chapman in 2020, Lara served as Deputy General Counsel at th ... (view full description)

Andy Davidson

Andrew Davidson & Co., Inc.

Andrew Davidson is a financial innovator and leader in the development of financial research and analytics. He has worked extensively on mortgage-backed securities product development, valuation and hedging. He is president of Andrew Davidson & Co., Inc., a New York firm specializing in the application of analytical tools to investment management, which he founded in 1992. Andrew was instrumental in the creation of the Freddie Mac and Fannie Mae risk-sharing transactions: STACR and CAS. These transactions allow Freddie Mac and Fannie Mae to attract private capital to bear credit risk, even as they remain in government conservatorship. Andrew is also active in other dimens ... (view full description)

Tina De Baere

Head of ESG and Macro Strategy
Cairn Capital

Tina De Baere is Head of ESG and Macro Strategy at Cairn Capital, a London-based credit asset manager. Tina is responsible for the development and implementation of Cairn Capital's ESG policy. She works closely with the investment team in integrating ESG factors into the investment process. Tina previously worked as a portfolio manager in Cairn Capital’s ABS team. Prior to joining Cairn Capital in 2008, Tina was an ABS credit analyst at New Bond Street Asset Management and a ratings analyst at Standard & Poor’s where she worked on rating and developing criteria for European RMBS. ... (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)

Tom Denkler

Managing Director, Head of Structured Privates

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)

Anna Deriy

Senior Vice President, Analytical
DBRS Morningstar (DBRS, Inc.)

Priya Desai

Public Fixed Income - Structured Finance
MetLife Investments

Priya Desai serves as the Head of ABS Credit at MetLife Investment Management's Public Structured Finance group. Priya has 18 years of structured finance experience, and has worked at JP Morgan, Lehman Brothers, Deutsche Bank, Shinkin Central Bank, and US ABS issuers where she structured and executed debt financing and securitization transactions across a range of Consumer and Commercial ABS. Priya graduated from Boston College with a dual-Masters in Finance and Business Administration, and holds a Bachelors in Biotechnology from the University of Mumbai.

Madhur Duggar

Vice President
New York Life Insurance

Obinna Eke

Apollo Global Management

Mr. Eke joined Apollo Global Management Inc. in 2020 as a Principal in the Client and Product Solutions Group. Mr. Eke also serves as Head of Investor Relations at Redding Ridge. Prior to that, Mr. Eke was the Head of the US CLO Syndicate Desk at BNP Paribas CIB where he was responsible for managing the marketing and distribution process for BNP Paribas' US CLO business. Prior to BNP Paribas, Mr. Eke was an Analyst in the Equity Finance Group at Goldman Sachs International. Mr. Eke graduated from University of Lagos, Nigeria with a B.S. degree in Systems (Industrial) Engineering and received his M.S. in Financial Engineering from the Haas School of B ... (view full description)

Jack Ervasti

Director, Asset-Based Finance

Kyra Fecteau

Fixed Income Portfolio Manager

Kyra Fecteau is a vice president of Loomis, Sayles & Company and portfolio manager for securitized credit strategies managed by the mortgage and structured finance team. She is also an investment strategist for securitized credit, responsible for aiding the fixed income product teams in constructing and implementing optimal securitized strategies across all segments on 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 12 years of investment industry experience. Previously, Kyra worked at Merganser Capital Management where she was a structured products ... (view full description)

Mary Beth Fisher

Managing Director, Senior Investment Strategist
Amherst Pierpont

Mary Beth Fisher is a managing director in the New York, NY office of Amherst Pierpont Securities focusing on investment strategy in structured products and interest rate risk. Mary Beth has been a sell-side analyst on Wall Street for 20 years, covering commercial mortgage-backed securities and single-family rentals, interest rate strategy and derivatives, and investment grade credit. Recently she spent several years as a visiting professor at Duke University teaching quantitative finance, money and banking, and ethics in finance to undergraduate and graduate students in the economics department. Mary Beth has a PhD in mathematics from Duke University with a thesis in ... (view full description)

Michael Flood

Senior Vice President, Commercial/Multifamily Policy and Member Engagement
Mortgage Bankers Association

Michael P. Flood is Senior Vice President of Commercial/Multifamily Policy and Member Engagement at the Mortgage Bankers Association (MBA). In this role, he is responsible for leading public policy and member engagement across all commercial real estate finance sectors including mortgage banking companies, bank portfolio lenders, life insurance companies, multifamily-focused lending institutions, affordable housing lenders, commercial mortgage-backed securities issuers, and investment management firms.  Mike joins MBA from the CRE Finance Council (CREFC), where he was Deputy Executive Director and head of the Washington, D.C., office. Prior to that, he served as the organization' ... (view full description)

Ronald Flynn

Executive Director
J.P. Morgan Securities LLC

Mark Fontanilla

Mark Fontanilla & Company, LLC

Mark Fontanilla has over 18 years of experience in the bond markets, mortgage finance, fixed income research, and company strategy. He had been senior fixed income marketing strategist at Fannie Mae, with specific work on their primary credit risk transfer (CRT) program, Connecticut Avenue Securities™ (CAS). Prior to that, he had been a publishing residential mortgage securities strategist at Wells Fargo Securities, LLC, as well as having worked as a senior trader at the Royal Bank of Canada, making markets in RMBS, ABS and CMBS. Mark had also been on the executive team at Champion Mortgage, a Division of KeyBank NA, working as the Director of Risk Management, overseeing the mortgage asset p ... (view full description)

Jade Friedensohn

Managing Director

  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 include oversight of a team of ... (view full description)

Nathan Gabig


Nathan is a Partner in the KPMG ESG Advisory practice with expertise in securitization and capital market consulting with nearly twenty years of comprehensive experience in structured finance and SEC reporting compliance.  His expertise includes the SASB, TCFD, GRI and SFDR reporting frameworks as data analysis and energy capital markets.  He has decades of experience in securities issuance, SEC regulatory compliance, asset-based lending, valuation and ESG-focused underwriting.  He has personally structured 200+ asset-backed transactions with an issuance value exceeding $75 billion. His strong grasp of emerging ESG investment trends, disruptive technologies like Battery Storage and Blockchai ... (view full description)

Elliot Ganz

General Counsel and Chief of Staff

Elliot Ganz is Executive Vice President and General Counsel of the LSTA His responsibilities include managing the LSTAs legal and regulatory affairs, as well as market practices and standardization initiatives. Previous to joining the LSTA, Mr. Ganz was a Vice President and Associate General Counsel at CIBC World Markets Corp. and served as Director of U.S. Banking. In that capacity he was responsible for all aspects of the loan product. He supervised Credit Portfolio Management, Credit Capital Markets, Loan Syndications and Trading, Credit Derivatives and Asset-Backed Securities. Before joining CIBC, Mr. Ganz was Assistant General Counsel at ING Baring Securities whe ... (view full description)

Charlotte Gladwin

Director, Single-Family Credit Risk Transfer
Freddie Mac

Charlotte Gladwin is a director of Credit Risk Transfer (CRT) in Freddie Mac’s Single-Family division. She has been an integral contributor to evolving Freddie Mac’s flagship STACR® (Structured Agency Credit Risk) program through its eight-year history. Ms. Gladwin also manages disclosures for CRT transactions and historical data. Her team also owns Clarity Data IntelligenceSM – Freddie Mac’s Single-Family data intelligence portal. Clarity summarizes approximately 365 million CRT records with over 80 variables and analyzes 2.1 billion records of historical data on approximately 39 million Single-Family loans originated since 1999. Ms. Gladwin and her team ha ... (view full description)

Richard Gordon

Managing Director

Richard joined Ocorian* in December 2013 and is the Managing Director of Ocorian's Cayman office.Richard is responsible for the operations and client service teams of the Cayman office which specialise in provision of trustee, director and administration services to Cayman funds, CLO’s, corporate SPV’s and private clients. Richard has over fifteen years’ experience in the funds and capital markets sectors providing corporate governance and administration solutions to a variety of entities and clients around the world.Richard is an Accredited Director (Ac ... (view full description)

Matthew Grimes

Managing Director
Wells Capital Management

Matt Grimes provides leadership for the short duration credit research team at Wells Capital Management. His team provides in-depth credit research specializing in short duration. The short duration team covers over $140 billion in Money Fund and Separate Account assets. Mr. Grimes has covered the ABCP sector for over a decade. Since joining the firm and its parent company in 1991, Mr. Grimes has developed the credit research process for short duration and investment grade mandates. Mr. Grimes earned his bachelor’s degree from the University of Minnesota and his master’s degree in business administration from the Carlson School of Management at the University of Minnesota. Mr. Grimes is a CF ... (view full description)

Paul Gruenwald

Global Chief Economist
S&P Global Ratings

Amy Hauter

Portfolio Mgr. & Head of Sustainable F.I.
Brown Advisory

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.

Rudene Haynes

Hunton Andrews Kurth LLP

Rudene’s fascination with numbers and problem solving has led her to a fulfilling career in structured finance and securitization. For most of her practice, she has focused on residential mortgage financing, and has acted on behalf of issuers, lenders, servicers and underwriters/placement agents of a myriad of financial assets, including mortgage-related assets, trade receivables and other payment intangibles.She is a leader in the firm’s servicer advance financing practice, and has historically represented Ginnie Mae in its Multiclass and Mortgage-Backed Securities programs. ... (view full description)

Tricia Hazelwood

International Head of Securitized Products
MUFG Securities Americas Inc

Tricia Hazelwood joined MUFG in March 2013 to lead the Structured Products business including ABS and CLO transactions. She is Head of MUFG’s $34.2 Billion ABS Conduit business and Head of MUFG Securities’ International ABS & CLO Capital Markets businesses. Within MUFG Securities, Tricia is also a member of the International Management & Risk Committees. Prior to joining MUFG, Tricia spent 16 years at Credit Suisse with her most recent role as Global Head of ABS, which included the origination and distribution of all USD ABS products. During her time at Credit Suisse, Tricia was involved in the structuring and distribution of a variety of ABS products, including equipment ... (view full description)

Brian Herr

Managing Director, Board Member
Exos Financial, FIIN

Brian Herr is a Managing Director at Exos Financial.  Exos was founded by Brady Dougan around the thesis to disintermediate investment banking and asset management by leveraging technology and greater transparency. Previously, Brian was 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 t ... (view full description)

Richard Hopkin


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.

Susan Hosterman

Senior Director, North American RMBS and Covered Bonds
Fitch Ratings

Susan Hosterman is a Senior Director in the North American RMBS and Covered Bonds group at Fitch Ratings. Susan began her career at Fitch in 2006, evaluating the credit risk of newly issued U.S. RMBS transactions. In 2008 Susan transitioned to Fitch’s U.S. RMBS surveillance team where she monitored the performance and assessed the credit risk of Fitch rated U.S. RMBS transactions. After which Susan added to her knowledge of RMBS by assessing the operational capabilities of U.S. and Canadian originators and servicers for two years. Susan has been in her current role as lead analyst for U.S. and Canadian RMBS and Covered Bonds for the past eight years. Prior to working at Fitch, Su ... (view full description)

Jian Hu

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)

Eileen Hughes

Vice President, Transaction Management
Wilmington Trust

Eileen is a member of the Transaction Management Team, focusing on the review and negotiation of ABS transactions.  Prior to joining the Transaction Management Team, Eileen spent 2.5 years as the Head of  Structured Finance in the UK, part of  the Global Capital Markets team.  Her role was to build on the core strengths within Wilmington’s structured finance group and to align the services and offerings in the UK and Europe to our US team and increase our role as a global service provider. Prior to joining Wilmington Trust, Eileen was director of structured products transaction manager at Deutsche Bank. Eileen has nearly three decades of corpor ... (view full description)

Avner Husen

Managing Director
Fortress Investment Group

Mr. Husen is a Managing Director of the Fortress Credit Funds Business and co-heads the Structured Products Group and is one of the Portfolio Managers for the ABI Fund Since joining Fortress in 2007, Mr. Husen has analyzed, structured, and sourced over $2 billion in commercial real estate opportunities which include securities (CMBS / CRE CDOs), derivatives (CMBX), direct loan originations and property acquisitions. Mr.  Husen also managed the debt business for a publicly traded European Real Estate Investment Company with over €1.8 billion in CMBS, CRE B-notes and RMBS Prior to joining Fortress, Mr. Husen was at The Carlyle Group in their U.S. Real Esta ... (view full description)

Nitish Idnani

Advisory Principal
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)

James Intermont

Managing Director
Atalaya Capital Management

James Intermont is a Principal at Atalaya Capital Management focused on financial assets and specialty finance investments. Prior to joining Atalaya, James was a Vice President at Ares Management, LLC, focused on similar investments. Prior to Ares, he was an Associate at Jefferies, LLC and Swiss Re Capital Markets, where he focused on various types of Asset Backed Securities underwriting and principal investments. He received a BA in History from the University of Wisconsin - Madison.

Jeffrey Johnson

Morgan, Lewis & Bockius LLP

Jeffrey Johnson is a partner in the Structured Transactions Practice of Morgan Lewis.  Jeff counsels financial institutions, finance companies, government agencies, government-sponsored entities, and investment banking firms on numerous transactions, including asset-backed and mortgage-backed securities issuances, resecuritization of financial assets, net interest margin transactions, whole loan and asset sales, financing facilities, and related regulatory matters. He also advises on various other structured transactions involving numerous asset types and receivables, including single-family and multifamily residential mortgage loans, commercial mortgage loans, and automobile and ... (view full description)

Mary Kane

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

Alex Kaplan

Senior Director, Head of Capital Markets

Eric Kaplan

Chair, RMBS Task Force
Milken Institute - Center for Financial Markets

Manish Kapoor

Managing Principal, Vice Chairman
West Wheelock Capital, Fixed Income Inv.

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)

Rosemary Kelley

Senior Managing Director

Rosemary Kelley is a Senior Managing Director and Head of the ABS Group at Kroll Bond Rating Agency (KBRA), where she leads the consumer and commercial ABS teams. She was hired in 2011 to focus on consumer ABS including auto loan, auto lease, dealer floorplan, credit card, consumer loan, student loan, and timeshare sectors. Rosemary brings over 25 years of structured finance experience to her role and in February 2021 was elected to co-chair the Structured Finance Association’s Rating Agency Committee.   Prior to joining KBRA, she rated consumer ABS transactions at DBRS after working at MBIA Insurance Corporation for 10 years. While at MBIA, Rosemary held various ... (view full description)

Jonathan Kitei

Senior Managing Director
Nearwater Capital

Jonathan Kitei is the Head of Risk Retention Financing and brings a wealth of experience and leadership in banking and structured products to Nearwater.  Previously, Mr. Kitei was a Managing Director at Barclays Capital responsible for managing US Securitized Products Sales and Global CLO Distribution.  His prior roles include Head of US CLO Origination and Syndicate as well as Head of US Loan Sales which he held at both Barclays and Lehman Brothers.  Prior to joining Lehman Brothers, Mr. Kitei was Head of Loan Sales and Trading at Sun Trust Equitable Securities and Head of Loan Trading at BancAmerica Securities.  Mr. Kitei served on the Board of the Loan Syndications and Trading Association ... (view full description)

Jamie Kocis

Partner, Deputy Chair, Corporate
Kramer Levin

Jamie Kocis advises securitization participants in both warehouse securitization facilities and term securitizations across all esoteric asset classes. She serves as deal counsel in market-leading transactions involving new and emerging asset classes, including in the solar asset and commercial PACE (property assessed clean energy) space. Jamie represents issuers, underwriters, borrowers, lenders and service providers in structured finance transactions involving a variety of asset classes, including timeshare loans, solar assets, commercial PACE assets, structured settlements, lottery receivables, equipment leases, auto loans, consumer loans, small business loans, collateralized ... (view full description)

Harry Kohl

Fitch Ratings

Director in ABS focusing on: Consumer unsecured loans, credit cards and student loans.

Joined Fitch in February 2011 and has worked in the North American ABS team throughout his tenure, focusing on a wide variety of sectors within ABS spanning the United States and Canada.

Earned a B.S. in finance from Lehigh University

Laila Kollmorgen

Managing Director
PineBridge Investments

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)

Theresa Kradjian

Morgan, Lewis & Bockius LLP

Theresa has extensive experience across a range of structured finance, securitisation and asset-based lending transactions involving various asset classes, including residential mortgages, SMEs, consumer loans, credit card receivables, dealer floorplan loans ad trade receivables. In recent years, she has concentrated on residential mortgage-backed securities for UK issuers and commercial paper programs for US and European financial institutions. Theresa’s experience also includes the representation of investment fund managers and financial institutions in connection with repurchase transactions, warehouse lending facilities and other financing transactions. She has worked on international st ... (view full description)

Stephen Kudenholdt

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)

Brian Kustrup

ABS Trader
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)

Shan Lai

Vice President and Senior Analyst

Shan Lai is a Vice President-Senior Analyst in the Structured Credit Group at Moody’s. She is part of the CLO Ratings and Research team that covers new issuance ratings for BSL CLOs, Middle Market CLOs, and CBOs. Prior to joining the primary team, Shan was on surveillance team monitoring structured credit. She joined Moody’s in 2005. Shan holds a B.S. in Accounting from NYU.

Jane Lam

Executive Director
Morgan Stanley

Joseph Lau

President/CIO; Chair
LordCap Green; FIIN

Joe is the co-founder, President and Chief Investment Officer of LordCap Green (, a Wall Street investment manager dedicated to energy efficiency in commercial and industrial buildings.  Accomplished through creating public-private partnerships, LordCap’s private capital supports long-term financings that have clear and measurable environmental, social, and governance benefits. Joe is also the Chief Operating Officer of Lord Capital (, dedicated to working with global banks and corporations to invest and managed structured transactions.  Through clear and transparent corporate governance, LordCap has co-structured and consolidated over $86 billion of glo ... (view full description)

Kristi Leo

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)

John Lynch

PCMA Private Client Lending

John is a serial entrepreneur with a passion for bringing ideas to life. Considered by many as the “Disruptive Entrepreneur” and one of Orange County’s top entrepreneurs, his big idea projects have been featured in various media outlets and is a sought after public speaker. His first book “You Can’t Build Skyscrapers on Swampland” The Foundation Principles for Success in Life and Business” is available in stores now! John rose to prominence in the late 90’s after he and a partner launched a startup specialty finance company online in 1997 and grew to over $300MM in annual sales and courted for acquisition in 2006 by Capital One. The John Royce Companies po ... (view full description)

Lauren Macksoud

Senior Managing Associate

Lauren is a member of Dentons' Restructuring, Insolvency and Bankruptcy practice group. She represents clients in and out of court in stressed, distressed, workout, insolvency and bankruptcy situations. Lauren has experience representing debtors, creditors, creditors' committees and other parties in interest in chapter 11 reorganizations and chapter 7 liquidations. In addition, she has represented creditors in fraud investigations and commercial litigations in federal and state courts. Some of Lauren's notable engagements include the r ... (view full description)

Alex Maddox

Capital Markets Director
Kensington Mortgages

Alex Maddox is responsible for Capital Markets Execution and Digital Strategy for Kensington.  Alex joined the business in August 2012 and prior to that was Head of European Residential Mortgage Trading at Deutsche Bank and was on the board of DB UK Bank and had responsibility for the DB mortgages platform in Chester.
Previously, he was the Head of European Securitised Products for Citadel hedge fund. Prior to that Alex spent nearly 14 years in investment banking, starting as a derivatives trader and finishing as Head of Securitised Products Trading.

Stephanie Mah

Vice President, Structured Finance Research
DBRS Morningstar

Stephanie Mah is vice president of structured finance research for DBRS Morningstar. She is responsible for increasing DBRS Morningstar’s thought leadership presence across the ABS and Structured Credit communities by producing insightful investor-focused research on observed and developing market trends in the sectors. She has written extensively on ESG, specifically, on the property assessed clean energy market and regularly serves as a speaker at industry conferences. Mah has more than 20 years of experience in fixed-income research. In addition, she is a board member of PACENation, a co-chair of the Structured Finance Association’s Esoteric Assets Committee and a cabinet memb ... (view full description)

Thomas Majewski

Managing Partner & Founder
Eagle Point Credit Management

Tom is the Managing Partner and founder of Eagle Point Credit Management. Tom has been involved in the formation and/or monetization of nearly 100 CLO transactions across multiple market cycles. Tom led the creation of some of the earliest refinancing CLOs, pioneering techniques which are now commonplace in the market. He has spent his entire career in the structured finance and credit markets. 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)

Michelle Manuel

Structured Credit | Portfolio Manager

Michelle is co-portfolio manager within the structured credit team at Investec Bank Limited with a particular focus on CLOs. Michelle joined Investec Bank in 2003 and has covered various aspects of the structured credit market from both structuring to investing . She entered banking after completing her accounting articles at PwC in the Financial Services sector.

Amy Martin

Senior Director
S&P Global Ratings

Amy S. MartinSenior DirectorStructured Finance Ratings     Amy Martin is a Senior Director and Sector Lead in S&P’s New York Structured Finance Ratings Group.  As a senior member of the SF group, Amy is responsible for the consistent application and development of on-going auto ABS criteria, publishing auto ABS-related commentary, conducting investor/issuer outreach, coordinating and conducting auto ABS analytical training programs, and participating in auto loan/lease ABS credit committees.    Amy has been involved in a wide range of rating assignments (including auto loans, auto leases and student loans), has ... (view full description)

Janet McCrae

Hunton Andrews Kurth LLP

As counsel to both banks and issuers, Janet understands the business needs driving financial transactions and the relevant legal context that applies to them. This broad outlook enables her to give clients comprehensive advice with the most productive solutions in mind.  Janet assists clients with offered transactions relating to a diverse base of assets, including residential mortgage loans (primarily in the reverse space), servicing advances and synthetic credit risk transfer. She has worked on financings and bilateral transactions across a wide spectrum of structures and assets, including lending facilities. She also understands how to guide clients in sales of MSRs, excess sp ... (view full description)

Robert McDonough

Assistant Treasurer
Angel Oak Capital; Fixed Income Investor Network

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 initiatives. He manages several projects supporting Angel Oak’s risk management framework, including LIBOR transition and the implementation of the SEC’s Valuation Rule. 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. Rob is a founding member of Angel Oak’s Diversity, Equity and Inclusion (DEI) Committee and the Community Relations Committee. He previously led Angel Oak’s financial institution consultin ... (view full description)

Aoiffe McGarry

Managing Director

Aoiffe McGarry is a Managing Director and Head of the Global ABS Financing & Securitization Team. Aoiffe, who has been with Citi since 2005, joined the New York Syndicate desk from the London office where she spent several years in the EMEA Public Sector Fixed Income Origination team, charged with Citi's relationships across High Grade Sovereigns, Supranationals, Agencies, and other public sector clients. In her current role, Aoiffe is responsible for distribution of securitized debt from Citi’s #1 ranked Consumer, Student Loan, Aircraft & Transport & Residential Mortgage business. She runs point, on sales of new issue debt securities and structured equity, working with the ... (view full description)

Michelle McGreal

Clifford Chance

Michelle M. McGreal is a partner in the Banking and Finance practice of Clifford Chance, specializing in restructuring and bankruptcy. In her practice, Michelle represents creditors, debtors, agent banks, lenders and other strategic parties in a wide range of corporate restructurings, including traditional bankruptcies, out-of-court workouts and financing transactions.

Diane Moormann

Vice President, Master Servicing
Nationstar Mortgage

Diane Moormann is a Vice President of Master Servicing at Nationstar Mortgage. Diane manages the Ancillary services team which includes Servicer Oversight and Compliance, Trust Collapse Administration, and Business Development. In her seventeen years in Master Servicing, Diane worked in Training and went on to establish and manage both Quality Assurance and MS Risk and Compliance. Prior to her tenure with Master Servicing, Diane held various positions in Servicing and Compliance. She has served on several ASF committees such as the Regulation AB implementation, Reg AB II, and the Master Servicing subcommittee. Diane has an A.A. in Marketing from Kalamazoo Valley Community College and a B.A. ... (view full description)

Susan Morth

Chief Executive Officer
Energy Improvement Corporation 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.

Dima Mostovoy


Dima Mostovoy (San Francisco) joined KKR in 2018 and is a Director within KKR Credit & Markets; he is the lead analyst for KKR’s healthcare investments across the Leveraged Credit platform, spanning syndicated loans, HY bonds, convertible bonds, and reorg equity.  KKR’s Leveraged Credit comprises $44B of AUM.Prior to joining KKR, Mr. Mostovoy was a senior research analyst at Fidelity Management & Research on the high income group, where he specialized in healthcare. He is a CFA Charterhold ... (view full description)

Kruti Muni

Managing Director - Structured Finance
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&rsquo ... (view full description)

John Murphy

DLA Piper

John Murphy represents underwriters, issuers, collateral managers and sponsors in a wide range of complex matters involving the securitization and re-packaging of traditional and non-traditional assets and related warehouse lending, with an emphasis on acting as deal counsel and collateral manager counsel on US CLOs.In the asset securitization area, John has represented issuers, arrangers and servicers in a broad range of asset classes including CMBS, RMBS, trade receivables, aircraft securitizations, film financing vehicles, other repackagings, stranded cost transactions for inve ... (view full description)

Mukund Narayanan

Fortress Investment Group

Katrina Niehaus

Managing Director
Goldman Sachs

Katrina Niehaus is a Managing Director in the Structured Finance business within the Investment Banking division and leads Goldman’s Corporate Securitization Group. Katrina joined Goldman Sachs in 2005 as an Analyst and was named Managing Director in 2015. Prior to joining the firm, Katrina was an Analyst in the ABS Finance group at Lehman Brothers where she focused on esoteric asset securitization.   Ms. Niehaus has experience structuring and executing transactions in a broad array of asset classes including: solar, utility rate reduction bonds, rental car, whole businesses, intellectual property and small business loans. Ms. Niehaus received a B.S. in Economics from the Wharton ... (view full description)

Rachel Noonan

Senior Director
Fitch Ratings

Rachel Noonan is a Senior Director in Fitch Ratings’ North American Residential Mortgage-Backed Securities (RMBS) group and is based out of New York. She joined Fitch in 2004.  Rachel earned a BA in business management from Gettysburg College.

Beth O'Brien

Chief Executive Officer

Beth O’Brien is the Founder and CEO of CoreVest American Finance (“CoreVest”), the leading private lender to residential real estate investors. CoreVest was founded in 2014 to address the unique needs of investors in the single-family rental and bridge loan space who were not served well by either commercial or residential products.  Under Beth’s leadership, CoreVest has closed over $3.5B in loans in that market and have issued over $1B in single-family rental bonds including the inaugural deal with Freddie Mac.  Previously, Beth was Executive Vice President at, where she ran residential capital markets, and was President of, where she ran the financing strateg ... (view full description)

Rebecca O'Brien

Clifford Chance US LLP

Rebecca O'Brien advises on collateralized loan obligation transactions acting for multiple portfolio managers in both the U.S. and Europe. Rebecca has experience advising originators and arrangers on structured finance, securitization and derivatives transactions, including collateralized fund obligation transactions, residential mortgage backed securitizations, commercial mortgage backed securitizations, trade receivables financing transactions, covered bonds and total return swaps. Rebecca advises on regulatory issues including the U.S. Risk Retention Rules, the Volcker Rule and the E.U. and U.K. Securitization Regulations. Rebecca is admitted in New York and England & Wales and has wo ... (view full description)

Erikan Obotetukudo

Paper Trail Media

Erikan is committed to redefining the #next100years. For the last 10 years, she’s built global expert networks, communities and movements across 5 continents. As the Founder of KIN, a branding agency for diverse finance leaders and institutions, Erikan works with clients from top US Banks and venture firms to effectively tell their story. Erikan is also the founder of PaperTrail Media, a production company that tells culturally rich stories about money and finance through shows and films.  Prior to KIN and PaperTrail, Erikan worked at Linkedin as a relationship manager where she was a strategic advisor to 200 finan ... (view full description)

Cathy Oh

Senior Director
Fitch Ratings

Cathy Oh is a Senior Director in Fitch Ratings’ asset-backed securities group.  Prior to joining Fitch, Cathy was a Senior Investment Analyst at Genworth Financial in asset management group where she focused on ABS and RMBS sectors.

Michele Olds

Senior Vice President
Mr. Cooper Group

Michele Olds is a Senior Vice President at Nationstar Mortgage LLC "Nationstar" in Denver, Colorado. Michele manages the Master Servicing division at Nationstar. She has 26 years of experience in master servicing and SBO2000 and has been with Nationstar (successor by acquisition to Aurora Loan Services LLC) since 2005. Prior to joining Nationstar, Michele managed the Master Servicing division at JPMorgan Chase. She also worked at Credit Suisse and First Union (Wachovia). She works with Servicers, Trustees, and Investors on RMBS securitizations and whole loan transactions. Michele is significantly involved with industry partners through her involvement with the Structured Finance Indust ... (view full description)

Chris Padgett

Associate Managing Director
Moody's Investors Service

Christina Padgett is an Associate Managing Director in Moody's Corporate Finance Group and leads the Leveraged Finance practice. She spends most of her time chairing high yield rating committees and producing credit research with a focus on the leveraged finance market and private equity. Before joining Moody's, Christina was a vice president at JPMorganChase in the Mergers and Acquisitions Group. Prior to her experience in investment banking, Christina finished the bank's Credit Training program and worked in Europe Corporate Finance and Credit Audit. She received a Masters in International Political Economy from Columbia University, School of International and Public Affairs ... (view full description)

Alessandro Pagani

‎Vice President Portfolio Manager
Loomis, Sayles & Company, L.P.

Alessandro Pagani is a vice president, portfolio manager and head of the mortgage and structured finance team at Loomis, Sayles & Company. He leads the group in developing investment strategies for mortgage pass-through, asset-backed, residential and commercial mortgage-backed securities across all fixed income products. Alessandro also co-manages the firm’s securitized investment strategies. With 23 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. He was also a director of asset-backed s ... (view full description)

Chrissa Pagitsas

Head of Enterprise Environmental, Social, Governance (ESG)
Fannie Mae

Chrissa Pagitsas is the Head of Enterprise Environmental, Social, Governance (ESG) for Fannie Mae. She is responsible for leading the enterprise’s strategy to integrate ESG principles into its Single Family and Multifamily businesses and corporate operations. Under Ms. Pagitsas’ leadership, the Multifamily Green Financing Business’ portfolio grew to over $75B through YE2019. She is responsible for market transforming innovations in the financing industry such creating the Green MBS and launching green mortgage loan products. Ms. Pagitsas regularly advises international and domestic policymakers on issues and trends related to Green Bonds, ESG and mortgage finance. She ... (view full description)

Sonal Patel

Managing Director

Sonal Patel joined Ocorian* in 2019. Based in New York, Sonal is the Managing Director and Head of Sales for Americas, Bermuda and Caribbean. She has a wealth of capital markets services experience and is a key thought leader within the industry with a strong view on evolving client and market needs. In her role she is responsible for identifying opportunities across the regions and jurisdictions to accelerate revenue growth. Sonal has more than 20 years’ experience across product, business development, operations and relationship management and has worked with collateral managers, hedge funds, private equity firms, insurance firms, investment banks, and corporations with a focus on debt cap ... (view full description)

Leslie Picker


Leslie Picker joined CNBC in February 2017 as a reporter covering hedge funds, private equity and asset management. She is based at CNBC Global Headquarters, and her reporting appears on television and CNBC’s digital platforms. Picker has interviewed some of the most prominent investors on CNBC, including Citadel’s Ken Griffin, Greenlight Capital’s David Einhorn, Omega Advisors’ Leon Cooperman and Pershing Square’s Bill Ackman. Her investigation into Puerto Rico’s debt crisis won a Society for Advanced Business Editing and Writing (SABEW) award and was a finalist for a Gerald Loeb Award in 2018. Previously, Picker was a reporter at The New York Times where she covered ... (view full description)

Angelique Pieterse

Senior Director

Angélique Pieterse works as Senior Director at PGGM Investments, in the Credit & Insurance Linked Investments (CILI) team and within that focusses on Credit Risk Sharing transactions. The CILI team manages a dedicated mandate, € 5.3 billion in size (December 2021), which invests in tailor-made bilateral risk sharing transactions with financial institutions.  Angélique joined PGGM in June 2007, after having worked at ABN AMRO Bank for twelve years, initially in wholesale lending with a focus on trade finance and as of 1999 in Capital Markets Fixed Income, specializing in credit bond and structured product sales to institutional clients. PGGM is a leading pension fund administrator with or ... (view full description)

Amanda Pullinger

Chief Executive Officer
100 Women in Finance

Ms. Pullinger is the Chief Executive Officer of 100 Women in Finance. She leads a staff team and provides direction to 500 volunteer practitioners globally. The organization, which has registered members in 27 locations, is focused on empowering women in the finance industry and inspiring the next generation of pre-career young women. 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 Chair and Non Executive Director of the Board of FlyPlymouth, based in Plymouth, UK. Sh ... (view full description)

Aditya Reddy

Managing Director

Aditya Reddy is a founding member of MUFG’s Securitization business and is responsible for BTMU’s Asset-Backed Commercial Paper (ABCP) business in the U.S.. He established the Bank of Tokyo’s first Commercial Paper vehicle, Broadway Capital Corporation, in the 1990s and went on to develop several other conduits, including Victory Receivables Corporation and Gotham Funding Corporation, BTMU’s two U.S. conduits today.Prior to that, he worked on MUFG’s derivatives desk for several years. ... (view full description)

Ricardo Rivera Saad

Vice President
Morgan Stanley

Mario Rivera

Managing Director; Board Member
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 Pre ... (view full description)

Andrew Ross

Senior Director, Head of CLO Structuring & Risk Management
Pacific Asset Management

Andrew Ross is a Senior Director, Head of Investment Risk Management, and a member of the structured products investment team for Pacific Asset Management. Prior to joining Pacific Asset Management in 2018, Andy spent seven 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 inves ... (view full description)

Margaret Rowe

Senior Director
Fitch Ratings

Margaret Rowe is a Senior Director in Fitch Ratings’ asset-backed securities group.In her role, Margaret primarily focuses on rating transactions backed by consumer and commercial assets including prime and subprime auto loans, auto leases, fleet leases, timeshare and other assets. Margaret is also responsible for the associated criteria, research, managing day-to-day activities of the auto analytical team and interaction with a variety of market participants. ... (view full description)

Amit Roy

Head, US CLO New Issue
Goldman Sachs

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.

Ken Ruggiero

Chairman & Chief Executive Officer
Goal Structured Solutions

Ken is a veteran and innovator in higher education finance with more than 25 years spent managing start-up through Fortune 1000 companies, helping them create meaningful change and improvement in their delivery of financial services.  Throughout his career Ken has worked tirelessly to improve access to higher education and he continues to be a passionate advocate for expanded financial literacy and transparency in the space.  During his tenure at Goal Financial, from 2003-2007, the company originated more than $8 billion in student loans and became a top 10 student-loan provider.  After the company’s exit from the lending space in 2008, Ken spearheaded the reinvention of Goal Financial into ... (view full description)

Ann Rutledge

Chief Executive Officer, Board Member
Creditspectrum Corp; FIIN

Ann Rutledge is a founding principal of the 20-year-old credit ratings/advisory firm CreditSpectrum Corp. and noted subject-matter expert in these topics: capital market developments of the late 20th Century, financial system development in China since the Third Plenum/11th Central Committee (1978), and ABS structuring, credit and damages analysis, valuation and revaluation.   Widely recognized for her ability to explain complex concepts simply, Rutledge testified before the U.S. Senate on The State of the Securitization Markets and was quoted in the U.S. Financial Crisis Inquiry Commission Finan ... (view full description)

Faye Sahai

Partner; Managing Director
Mirai Global; Vinaj Telosity

Faye Sahai is a senior executive health innovation leader and investment advisor on strategy, startup, inclusion and partnerships that grow new capabilities, develop new business opportunities, and position companies at the forefront. Developer of innovation strategic partnerships, innovation centers, innovation funds and ecosystems that drive transformation initiatives in insurance, healthcare, technology, and financial services.  Goal-driven collaborator and advisor with success leading strategy, investments and innovation for large, global corporations, building from her experience at  Kaiser Permanente, Blue Shield, AIG, Charles Schwab, and ... (view full description)

Chris Saltaformaggio

Senior Director
New York Life Investors

Mr. Saltaformaggio is a Senior Director in the High Yield Credit Group at NYL Investors and is responsible for CLO tranche investing across multiple strategies. He also has experience investing in Asset Backed Securities as well as Short Term Interest Rate Securities. Mr. Saltaformaggio joined New York Life Investments in 2004 as an Assistant Trader and Portfolio Analyst in the High Yield Credit Group. Prior to joining New York Life Investments, Mr. Saltaformaggio was an Associate at New York Life Insurance Company in the Variable Annuity business. Mr. Saltaformaggio received a B.A. in Economics from Seton Hall University and an M.B.A from Fordham University.

David Salz

Director - Data Strategist
Moody’s Analytics

Kaustub Samant

Vice President
JP Morgan Securities LLC

Nicholas Sapirie

VP, Capital Markets
Fannie Mae

Nicholas Sapirie is Vice President – Capital Markets reporting to the Senior Vice President – Single-Family Capital Markets. Sapirie manages Investor Engagement and Advocacy for Single-Family Capital Markets, collaborating with all areas of Capital Markets to develop strategies on how to promote Fannie Mae’s offerings, regularly engaging with dealer research analysts, and educating investors on our programs. Additionally, he serves as an information conduit to the Single-Family Leadership Team about activities, policies, products, and other factors that may influence the performance of Fannie Mae’s securities. Previously, Sapirie served as Vice President – Capital Markets Analytics, pr ... (view full description)

Ralph Saturne

Associate Director

Ralph Saturné is a Senior Research Analyst at Income Research + Management, a Boston based, privately owned, fixed income asset management firm with $84 Billion of AUM.  He joined IR+M’s investment team in 2012 as a research analyst covering ABS and soon, thereafter, added CMBS to his scope of coverage. He has been invovled in a wide range of firm’s investments as the firm has grown from a then $32bn AUM. He is tasked with conducting bottoms-up fundamental research to source scalable, alpha-generating investment recommendations for a variety of client solutions across the term curve.   Ralph Saturné has 13 years of securization industry experience. Prior to joining IR+M, he worked at U ... (view full description)

Lee Shaiman

Executive Director

Mr. Lee M. Shaiman is the Executive Director for the LSTA. Mr. Shaiman has over 37 years of experience in the financial services industry as an investment banker, financial analyst, debt syndicate manager and portfolio manager.  Prior to joining the LSTA in January 2018, Mr. Shaiman was the Chief Investment Officer and Portfolio Manager for the liquid-credit business at ArrowMark Colorado Holdings, LLC, where he lead an investment team focused on investing in senior secured loans, held primarily in collateralized loan obligation vehicles, “CLO’s”. Prior to joining ArrowMark, Mr. Shaiman was a Managing Director and Senior Portfolio Manager and Chairman of the Debt Funds investment committee a ... (view full description)

Arlene Shaw

Managing Director, Treasury
Brightwood Capital Advisors, LLC

Robert Sheldon

Managing Director
Deutsche Bank

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.

Pooja Shendure

Atalaya Capital

David Sklar

Director, Head of ABS & Non-Agency RMBS Trading, BofA Securities
Bank of America

David Sklar is the head of Asset-backed Securities (ABS) trading and Non-Agency Residential Mortgage-backed (RMBS) trading at Bank of America. 

Based in New York, Sklar is responsible for leading the bank’s Non-Agency RMBS and ABS trading efforts. The ABS desk was ranked #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. He has managed ABS desk since 2015 and the Non-Agency RMBS desk since 2020.
Sklar has a bachelor’s degree from Harvard University.

Cecil Smart

Managing Director
Kroll Bond Rating Agency

Cecil Smart, Jr. is a Senior Director covering commercial and non-traditional ABS at Kroll Bond Rating Agency Inc.  At Kroll, Cecil covers transactions in various asset classes including residential and commercial solar, PACE, and cable distribution and broadcast television rights. 
Prior to joining Kroll, Cecil was a consultant providing structural alternatives for mortality based transactions.  Prior to that, he was a vice president at DZ Bank specializing in structured credit transactions for non-traditional assets and first time entrants to the capital markets. 

Erin Stafford

Managing Director, Head of North American CMBS
DBRS Morningstar

As managing director and head of North American CMBS at DBRS Morningstar, Erin Stafford is responsible for CMBS ratings activity in the U.S. and Canada. Previously, Erin managed CMBS surveillance for DBRS rated transactions and commercial mortgage servicer evaluations.  Erin has over 20 years of experience working at rating agencies in the CMBS industry. Prior to joining DBRS Morningstar, Erin worked at Fitch Ratings with a focus on monitoring ratings of existing CMBS transactions. She has served as a co-chair of the Post Securitization committee of the CRE Finance Council and as chair of the Servicer's Forum of the CRE Finance Council. Erin has also ... (view full description)

Beth Starr

Managing Director
Credit Agricole

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)

Yvonne Stevens

Managing Partner
HalseyPoint Asset Management

Prior to founding HalseyPoint, Yvonne was the Co-Head and Senior Managing Director of the Leveraged Debt Group at Columbia Management Investment Advisers, LLC (and its predecessor companies) for 18 years from April of 2000 through March 2018. She was instrumental in building the platform to be one of the early CLO managers recognized for consistency and performance. Prior to joining Columbia, Ms. Stevens was a portfolio manager at SunAmerica/AIG for seven years where she developed a structured finance expertise in CLO mezzanine investments beginning in the early 1990s. In addition to managing a $2 billion CLO mezzanine portfolio, she expanded that focus from investing to issuing ... (view full description)

Jan Stewart

Mayer Brown LLP

Jan C. Stewart is a finance and securities partner whose practice is focused on structured finance representing originators, investment banks, commercial banks, funds, asset-backed commercial paper conduits and investors in the public and private markets. Jan has experience structuring complex financing transactions, including the securitization of various types of assets such as student loans, credit card receivables, commercial loans (CLOs) and litigation funding receivables. In addition, she advises clients in connection with securities and corporate law, including acquisitions, asset dispos ... (view full description)

Daniel Strachman


Ryan Suda

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)

Amy Sze

Managing Director
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.

Leon Tatevossian

Adjunct Professor
NYU Courant and NYU Tandon

Leon Tatevossian teaches quantitative finance as an adjunct professor at New York University (Finance and Risk Engineering at the Tandon School; Mathematics in Finance at the Courant Institute).  From 2009-16 Leon was a director in Group Risk Management at RBC Capital Markets, where he covered securitized-products market risk in secondary-trading, origination, and proprietary-trading businesses.  He has twenty-eight years of sell-side experience in the fixed-income capital markets, including roles as trader, quantitative strategist, derivatives modeler, and market-risk analyst.  Leon’s product background includes US Treasury securities, US agency securities, interest-rate derivatives, MBSs/A ... (view full description)

Hans Thomas

Founder / Executive Director
10X Capital & 1/0 Capital

Hans is a noted serial entrepreneur and technology investor, featured in Bloomberg News, Asset-backed Alert and the Wall Street Journal for his work in new venture at 10X Capital and 1/0 Capital in NYC, where his teams have directly invested in, financed and helped high growth technolgy companies raise over $10B in institutional financing. Hans is the Founder & CEO of 10X Capital, a next-gen investment firm which connects Wall Street with Silicon Valley.  10X has grown & acquired multiple franchises that invest across the new venture capital stack, with a focus on rapid growth & timely liquidity. The  ... (view full description)

Jennifer Thomas

Portfolio Manager, VP
Loomis, Sayles & Company, L.P.

Jennifer Thomas is a vice president of Loomis, Sayles & Company and senior mortgage and structured finance analyst for the fixed income group. She specializes in ABS with a focus on consumer ABS including auto lending, student loans, and unsecured consumer lending. In addition, Jennifer has also supported the credit and research efforts in CMBS. She joined Loomis Sayles in 2007 and has 15 years of investment industry experience. Previously, Jenner worked at Sun Capital Advisers, LLC where she was a money market and agency mortgage trader and later a fixed income investment analyst providing analysis and recommendations of high grade corporate bonds and agency MBC. She earned a BS from Br ... (view full description)

Radha Tilton

Managing Director
Goldman Sachs

Radha heads 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. Radha joined Goldman Sachs in 2007 as an associate and was named managing director in 2015. Prior to joining the firm, Radha spent two years as a research associate at the Federal Reserve Board of Governors in Washington, DC and also worked at the Center for American Progress, a public policy think tank. Radha earned a BA, cum laude, in Economics from Wellesley College in 2002 and an MBA with a concentration in Analytic Finance from the ... (view full description)

John Timperio

Dechert LLP

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

Managing Director
Morgan Stanley

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)

Alan Todd

Managing Director, Head of U.S. CMBS Strategy
BofA Global Research

Alan Todd is head of U.S. Commercial Mortgage Backed Securities (CMBS) Research and a member of the CREFC Board of Governors. In this role he is responsible for providing in-depth analysis and macro-level overviews of the CMBS, CMBX and commercial real estate markets. Alan brings over 20 years of CMBS experience to this role and is highly regarded for his recommendations and timely market calls. Alan correctly called the recovery of the CMBS market since the 2009 bottom and the decline of the CMBS market in 2008. Alan has been ranked in the top 3 for CMBS strategy in the Institutional Investor All-America Fixed Income Research team survey in each of the last fourteen years. Alan ... (view full description)

Frank Top

Chapman and Cutler LLP

Frank Top is a partner in Chapman's Banking and Financial Services Department and the Co-Practice Group Leader of the Bankruptcy and Restructuring Group. Joining Chapman after graduating from law school, he has practiced law since 1988. Frank has experience working in the area of bankruptcy, creditor rights, restructuring and litigation, and has appeared in cases of national prominence. He has represented indenture trustees, noteholders, and creditor’s committees. These representations include not only federal bankruptcy proceedings, but state insurance insolvency proceedings, FDIC takeovers, and state bank insolvency proceedings, and international insolvency proceedings. Bankruptcy ac ... (view full description)

Amir Vardi

Managing Director, Head Structured Credit
Credit Suisse Asset Management

Mr. Vardi is a Managing Director of CSAM, based in New York. Mr. Vardi is a Portfolio Manager for CIG,responsible for analyzing, trading, and managing structured products. In addition, Mr. Vardi runs the new issue CLO formation efforts for CIG. Mr. Vardi began his career in leveraged finance research – portfolio strategy at Credit Suisse First Boston. Subsequent to his work in that group, Mr. Vardi was a founding member of the Leveraged Finance Strategy and Portfolio Products team at Credit Suisse. Mr. Vardi received his BS and BA from the Wharton School of the University of Pennsylvania where he graduated summa cum laude from a dual-degree program

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)

Kathryn Weiss

King & Spalding LLP

Katie Weiss is a partner in King & Spalding’s Finance practice, resident in the New York office. Katie is active in King & Spalding’s structured finance and securitization, capital markets, and leveraged finance practices. Katie represents financial institutions, lenders, underwriters, sponsors and borrowers in structured finance, leveraged finance, and other secured and unsecured lending transactions.

Molly Whitehouse

Managing ‎Director
Newmarket Capital

Ms. Whitehouse serves as a Managing Director and is a founding member of Newmarket. Her primary responsibilities are related to the origination, structuring, and management of investments. Prior to founding Newmarket, Ms. Whitehouse served as a Director at Mariner Investment Group. She has led the origination and structuring for multiple investments and is a frequent speaker at various industry conferences. Prior to launching IIFC, Ms. Whitehouse served as an Analyst at Cohen & Company and completed the White House Internship Program. In 2019, Private Debt Investor named Ms. Whitehouse one if its “Rising Stars.” Ms. Whitehouse earned her BA in Political Science with Honors from Yale Univ ... (view full description)

Amy Williams

Hunton Andrews Kurth LLP

Amy is a seasoned structured finance lawyer who has represented both borrowers and lenders in structuring and closing asset-based finance transactions involving a variety of assets, including residential and commercial loans, servicing advances, servicing rights, RMBS and CMBS.She has represented Ginnie Mae since she helped develop its multiclass program in the early 1990s. She assists a variety of clients in transactions involving government-insured loans and the GSEs, including warehouse financings, early buy-out transactions and MSR financings. She helps clients modernize their programs, including advi ... (view full description)

Michelle Williamson

Executive Director, Agency Mortgages
Mizuho Securities USA LLC

Michelle is an Executive Director at Mizuho Americas where she trades Agency CMOs and Agency CMO Derivatives. Based in New York, she is the lead structurer and trader on the desk, and she also trades agency passthrough mortgages and specified pools as part of her duties. Michelle joined Mizuho from Nomura Securities where she traded a variety of Agency Mortgage products and, most notably, grew the Agency backed reverse mortgage (HECM) business into the number one leader in the space. She began her career trading and structuring CMOs and then transitioned to trading Ginnie Mae HECMs, SBAs, and Agency CMBS including Project Loans, DUS, and Ks. Michelle gradu ... (view full description)

Cory Wishengrad

Senior Managing Director, Head of Fixed Income
Guggenheim Securities

Cory Wishengrad is the Head of Fixed Income at Guggenheim Securities, overseeing the investment banking and sales and trading activities for Guggenheim’s structured products and corporate credit businesses, including Structured Products Origination, Leveraged Finance, Fixed Income Distribution and Fixed Income Trading. He has 20 years of experience in the fixed income space. Mr. Wishengrad is a market leader in whole business securitizations (“WBS”) and the securitization of a wide range of esoteric assets. Mr. Wishengrad joined Guggenheim Securities from Barclays, where he was Co-Head of Securitized Products Origination in the Americas. Prior to Barclays, Cory spent nine years at Lehman Bro ... (view full description)

Dan Wohlberg

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)

Oliver Wriedt

Strategic Advisor
SCIO Captial

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)

Don Young

CBAM Partners, LLC

Don is a cofounder of CBAM and a member of its Investment Committee. Don has over 28 years of experience managing CLOs and hedge funds. Prior to starting CBAM in 2016, Don managed the Performing Credit business for Och-Ziff which included $7.5 billion of CLOs. Earlier in his career, Don held senior roles at Octagon Credit Investors, Primus Asset Management, Inc., and Bank of the West.

Dr. Lewis Z. Liu

Co-Founder & Chief Executive Officer
Eigen Technologies

Lewis co-founded Eigen Technologies in 2015. Having started his career as a consultant at McKinsey & Company in London, he then founded and led the Quantitative Finance & Strategies Division for Aleron Partners LLP, a boutique private equity advisory firm. He is also a former Senior Advisor to Linklaters LLP, where he co-founded the Tactical Opportunities Group, a deal origination team. Lewis holds a Doctorate in Atomic & Laser Physics from the University of Oxford. During his studies at Oxford, Lewis invented a new class of X-ray laser, and the mathematics behind this invention was later abstracted into Eigen's core technology. Lewis received Harvard’s first Joint Ba ... (view full description)

Yunwen Zeng

General Manager - Asia Pacific

Yunwen Zeng is the General Manager of Intex Solutions China. She has more than 10 years of experience in structured products analysis and building cashflow analysis tools. She has solid understanding of US Non Agency RMBS, US CLO and all types of Chinese deals.   She is dedicated to the development of Chinese securitization industry and bringing the world-leading structuring technique and cash flow analytical software to the Chinese market. Yunwen holds a BS from Fudan University.

David Zhang

Managing Director

     David Zhang is a Managing Director and Head of Securitized Products Research at MSCI. His team is responsible for developing models and analytics to support investment analysis, risk management, and regulatory compliance. Before joining MSCI, Dr Zhang was Managing Director and head of Securitized Products modeling at Credit Suisse for more than a decade. At Credit Suisse he was responsible for supporting risk, regulatory and client analytics as well as sales/trading quantitative strategies. Dr Zhang’s group developed one of the most widely used MBS models by fixed income institutional investors. Their work was consistently awarded top ranking by various industry and client surveys ... (view full description)

Felix Zhang

Managing Director
Ares Management

Felix Zhang is a Managing Director at Ares Management and is responsible for the origination, structuring and execution of private asset backed transactions and other structured credit investments across the specialty finance sector. Prior to joining Ares, Felix was an associate at Goldman Sachs where he focused on principal lending and securitization execution across a wide array of consumer, commercial and non-traditional assets. Felix received a BA with honors in Economics with a secondary degree in Neurobiology from Harvard University.

Joy Zhang

Executive Director

As Head of Non-Agency Securitization Research, Joy is responsible for research in non-agency securitization including MBS, ABS, CLO. She has applied machine learning and big data analysis in securitized products modelling and published the results in The Journal of Structured Finance.Previously, Joy was a Director at Credit Suisse, responsible for mortgage collateral and regulatory modelling for securitized products trading.  Prior to Credit Suisse, she worked as a senior devel ... (view full description)

Jerry van Koolbergen

Managing Director
DBRS Morningstar

Jerry van Koolbergen is the Managing Director responsible for Structured Credit at DBRS Morningstar. In this role, he oversees US and European teams rating CLOs, CLO warehouses, direct origination funds, leveraged loan funds, CFOs of private equity, SME CLOs, CLNs, ABCP, trade receivables, subscription loans, special projects and surveillance. He also is jointly responsible for middle market corporate ratings, oversees corporate credit estimates and new product development. Mr. van Koolbergen joined DBRS Morningstar in 2008.Prior to DBRS Morningstar, Mr. van Koolberge ... (view full description)
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Event Contacts for 26th Annual ABS East Virtual Conference


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*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.
Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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