The association currently has over 200 members from over 160 investment management firms. The mission of FIIN is to be the voice of investors, providing a forum for education and sharing ideas in the rapidly evolving fixed income and structured finance marketplace. “Investor-driven and investor focused” encapsulates the ultimate aim of FIIN and its members: to enable fixed income institutional investors and asset owners to promote a healthy marketplace that facilitates innovati ... (view full description)

The association currently has over 200 members from over 160 investment management firms. The mission of FIIN is to be the voice of investors, providing a forum for education and sharing ideas in the rapidly evolving fixed income and structured finance marketplace. “Investor-driven and investor focused” encapsulates the ultimate aim of FIIN and its members: to enable fixed income institutional investors and asset owners to promote a healthy marketplace that facilitates innovations, transparency and liquidity while minimizing market friction.
Amherst Pierpont is an independent broker-dealer providing institutional clients with access to a premier fixed-income capital markets franchise. Our experienced team of professionals, backed by a powerful data and analytics platform, delivers customized solutions and strategy to meet our clients’ investment objectives. Amherst Pierpont provides high-touch, value-added client service by delivering unique market insights, identifying relative value and quantifying risk/reward. Amherst Pierpont ... (view full description)

Amherst Pierpont is an independent broker-dealer providing institutional clients with access to a premier fixed-income capital markets franchise. Our experienced team of professionals, backed by a powerful data and analytics platform, delivers customized solutions and strategy to meet our clients’ investment objectives.
Amherst Pierpont provides high-touch, value-added client service by delivering unique market insights, identifying relative value and quantifying risk/reward.
Amherst Pierpont is an industry leader in data-driven market intelligence and we put our intellectual capital to work to deliver an economic advantage for our clients.
With a broad range of product offerings, robust trading capabilities and a tested business model, Amherst Pierpont provides institutional clients with a broad range of solutions to meet their investment objectives.
Amherst Pierpont is a self-clearing member of the Fixed Income Clearing Corporation and a member of FINRA and SIPC.
Andrew Davidson & Co., Inc. is the leading provider of risk analytics for MBS. With unique expertise in investment and quantitative methods, we produce highly advanced models and innovative solutions to mortgage investment challenges.
Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 66 million consumer and small business clients with approximately 4,300 retail financial centers, including approximately 2,900 ... (view full description)

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 66 million consumer and small business clients with approximately 4,300 retail financial centers, including approximately 2,900 lending centers, 2,500 financial centers with a Consumer Investment Financial Solutions Advisor and approximately 2,300 business centers; approximately 17,000 ATMs; and award-winning digital banking with approximately 39 million active users, including approximately 31 million mobile users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and approximately 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange [updated 14 October 2020].
Barclays is an international financial services provider engaged in personal banking, credit cards, corporate and investment banking and wealth management with an extensive presence in Europe, the Americas, Africa and Asia. Barclays’ purpose is to help people achieve their ambitions – in the right way. With over 300 years of history and expertise in banking, Barclays operates in over 50 countries and employs approximately 140,000 people. Barclays moves, lends, invests and protects mo ... (view full description)

Barclays is an international financial services provider engaged in personal banking, credit cards, corporate and investment banking and wealth management with an extensive presence in Europe, the Americas, Africa and Asia. Barclays’ purpose is to help people achieve their ambitions – in the right way. With over 300 years of history and expertise in banking, Barclays operates in over 50 countries and employs approximately 140,000 people. Barclays moves, lends, invests and protects money for customers and clients worldwide. For further information about Barclays, please visit our website www.barclays.com.
Cadence is the leading digital securitization platform for private credit. The company has developed a suite of software and services to streamline the securitization process from end to end. Cadence is the only platform built with both institutional and retail investors in mind, integrating directly into their existing workflows to streamline sourcing, standardizing, structuring and syndicating private credit.
Chapman and Cutler attorneys have an extensive understanding of equipment loan and lease receivable securitizations. We have served as counsel for issuers, underwriters, investors, trustees, servicers, and banks on a wide variety of these transactions. Our deep experience in this area includes flexible warehousing transactions involving fixed- and floating-rate tranches, financing equipment residuals, transactions utilizing titling trusts, pass-through certificate transactions secured by lev ... (view full description)

Chapman and Cutler attorneys have an extensive understanding of equipment loan and lease receivable securitizations. We have served as counsel for issuers, underwriters, investors, trustees, servicers, and banks on a wide variety of these transactions.
Our deep experience in this area includes flexible warehousing transactions involving fixed- and floating-rate tranches, financing equipment residuals, transactions utilizing titling trusts, pass-through certificate transactions secured by leveraged lease debt, and securitization transactions funding lease portfolio acquisitions.
We are also an industry leader in the securitization of tax-exempt lease receivables. We have represented major domestic and foreign banks in connection with the development and ongoing operation of programs to issue pass-through trust certificates secured by tax-exempt lease receivables, combining asset securitization and tax-exempt derivative structures.
Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.
Clifford Chance’s US Structured Finance Group is a market leader in marketplace lending. Our Structured Finance Group has more than 30 experts located in New York and Washington, DC. Our experts in structured finance, securitization and structured funds continue to be at the forefront of the online lending industry. Our US Structured Finance Group is an integral part of our award-winning International Structured Debt Group, the largest international securitization group of any law firm with over ... (view full description)

Clifford Chance’s US Structured Finance Group is a market leader in marketplace lending. Our Structured Finance Group has more than 30 experts located in New York and Washington, DC. Our experts in structured finance, securitization and structured funds continue to be at the forefront of the online lending industry. Our US Structured Finance Group is an integral part of our award-winning International Structured Debt Group, the largest international securitization group of any law firm with over 160 lawyers, and our leading Global Funds Group. The international practice group is uniquely positioned to provide superior structured finance legal services in multiple jurisdictions, including the world’s most important financial centers.
Crédit Agricole CIB is the corporate and investment banking arm of Credit Agricole Group, the 12th largest banking group worldwide in terms of tier 1 capital (The Banker, July 2019). Nearly 8,000 employees across Europe, the Americas, Asia-Pacific, the Middle East and Africa support the Bank's clients, meeting their financial needs throughout the world. Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital markets a ... (view full description)

Crédit Agricole CIB is the corporate and investment banking arm of Credit Agricole Group, the 12th largest banking group worldwide in terms of tier 1 capital (The Banker, July 2019). Nearly 8,000 employees across Europe, the Americas, Asia-Pacific, the Middle East and Africa support the Bank's clients, meeting their financial needs throughout the world. Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital markets activities, investment banking, structured finance, commercial banking and international trade. The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.
For more information, please visit ca-cib.com
DBRS Morningstar is a full-service global credit ratings business with approximately 700 employees around the world. We’re a market leader in Canada, and in multiple asset classes across the U.S. and Europe. We rate more than 3,000 issuers and nearly 60,000 securities worldwide, providing independent credit ratings for financial institutions, corporate and sovereign entities, and structured finance products and instruments. Market innovators choose to work with us because of our ... (view full description)

DBRS Morningstar is a full-service global credit ratings business with approximately 700 employees around the world. We’re a market leader in Canada, and in multiple asset classes across the U.S. and Europe.
We rate more than 3,000 issuers and nearly 60,000 securities worldwide, providing independent credit ratings for financial institutions, corporate and sovereign entities, and structured finance products and instruments. Market innovators choose to work with us because of our agility, transparency, and tech-forward approach.
DBRS Morningstar is empowering investor success as the go-to source for independent credit ratings. And we are bringing transparency, responsiveness, and leading-edge technology to the industry.
That’s why DBRS Morningstar is the next generation of credit ratings.
Learn more at dbrsmorningstar.com.
Dechert is a leading global law firm with 26 offices around the world. We advise on matters and transactions of the greatest complexity, bringing energy, creativity and efficient management of legal issues to deliver commercial and practical advice for clients. Dechert provides our clients access to a responsive, interdisciplinary, multi-jurisdictional team to address the complexities of modern finance transactions across categories and geographies. With more than 150 lawyers in the world’ ... (view full description)

Dechert is a leading global law firm with 26 offices around the world. We advise on matters and transactions of the greatest complexity, bringing energy, creativity and efficient management of legal issues to deliver commercial and practical advice for clients. Dechert provides our clients access to a responsive, interdisciplinary, multi-jurisdictional team to address the complexities of modern finance transactions across categories and geographies. With more than 150 lawyers in the world’s major financial centers, Dechert’s internationally recognized global finance practice provides our clients with innovative deal structuring, creative financing strategies and efficient execution.
Through a network of securitization specialists encompassing more than 40 countries, Deloitte, in the U.S. and globally through the member firms of Deloitte Touche Tohmatsu Limited, has one of the largest groups of dedicated accountant, advisory, tax and technology professionals in the world. Deloitte's specialists have the industry experience and know-how to serve clients throughout the securitization life cycle from origination, pooling, and capital raising to servicing, reporting, and operati ... (view full description)

Through a network of securitization specialists encompassing more than 40 countries, Deloitte, in the U.S. and globally through the member firms of Deloitte Touche Tohmatsu Limited, has one of the largest groups of dedicated accountant, advisory, tax and technology professionals in the world. Deloitte's specialists have the industry experience and know-how to serve clients throughout the securitization life cycle from origination, pooling, and capital raising to servicing, reporting, and operations support. Deloitte appreciates that securitization is a highly complex and intricate process which affects all parts of your business. Our interdisciplinary approach in addressing the complexities of these subjects enables us to offer tailored services that apply to the specific conditions for, and directions of, each client. Working closely with you, and your other advisors, we are able to gain an understanding of your needs and your objectives from both a structural and business perspective. Deloitte is then able to help you shape the most appropriate innovation solutions to help address the administration, accounting, compliance, and surveillance demands of today's market. Understanding our clients' needs and responding to them quickly, with consistent, knowledgeable advice and strategic ideas is the cornerstone of our client service philosophy. It has made Deloitte a leading global provider of accounting related services to the securitization industry.
About Deloitte
Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients. Please see www.deloitte.com/about for a detailed description of DTTL and its member firms. Please see www.deloitte.com/us/about for a detailed description of the legal structure of Deloitte LLP and its subsidiaries. Certain services may not be available to attest clients under the rules and regulations of public accounting.
Dentons is the world's largest law firm, and we have been at the forefront of securitization and structured finance for more than three decades. Our US Capital Markets practice represents virtually every banking and financial institution that is active in the financing, purchase and securitization of financial assets. We also represent every type of market participant, including issuers, underwriters, investors, liquidity providers, lenders, conduits, trustees, servicers and originators in the U ... (view full description)

Dentons is the world's largest law firm, and we have been at the forefront of securitization and structured finance for more than three decades. Our US Capital Markets practice represents virtually every banking and financial institution that is active in the financing, purchase and securitization of financial assets. We also represent every type of market participant, including issuers, underwriters, investors, liquidity providers, lenders, conduits, trustees, servicers and originators in the US and beyond. We have traditionally ranked in the top one or two law firms for issuer and underwriter securitization engagements in the US, and remain a market leader. For over 30 years, we have helped issuers and underwriters develop the cutting-edge structures of the day. Currently, we are one of the leading firms involved in the finance and securitization of non-performing and re-performing mortgage loans, single family residential rental properties, buy-to-rent mortgage loans, triple net lease commercial real estate, servicing advance receivables and excess servicing fee receivables, as well as the resurgence of residential mortgage-backed securities (RMBSs). We are also known for energy efficiency finance, equipment and lease securitization and finance, whole company securitizations, student loan securitizations and trade receivables finance and securitization, among others. For more information, visit us at dentons.com.
Deutsche Bank is a leading global investment bank offering unparalleled financial services throughout the world. The Bank’s Structured Finance group is a fully integrated, global unit providing global securitization services from teams based in New York and London. Combining an ability to commit capital with an integrated approach to the debt and equity needs of issuers and investors, the group provides a full range of securitization products and services to financial institutions, pension and a ... (view full description)

Deutsche Bank is a leading global investment bank offering unparalleled financial services throughout the world. The Bank’s Structured Finance group is a fully integrated, global unit providing global securitization services from teams based in New York and London. Combining an ability to commit capital with an integrated approach to the debt and equity needs of issuers and investors, the group provides a full range of securitization products and services to financial institutions, pension and asset management funds, corporations and government entities. Deutsche Bank offers banking and origination, new issue syndicate, secondary trading, analytics and illiquid asset trading in one fully integrated securitization platform. From flow asset markets such as credit cards and auto loans, to less-traditional assets, Deutsche Bank's innovative approach to its business is evidenced across all asset classes. Trust and Agency Services, a part of the Global Transaction Banking business, is one of the largest providers of trust, agency and administrative services to the capital markets globally. The team has earned a reputation for handling the most complex and innovative securitizations in the market, and operates ‘at arm’s length’ from all investment banking and lending businesses in the Deutsche Bank group. Most recently, Global Capital named Deutsche Bank ‘Best Securitization Trustee’ in 2016.
DLA Piper is a global law firm with lawyers located in more than 40 countries throughout the Americas, Europe, the Middle East, Africa and Asia Pacific, positioning us to help clients with their legal needs around the world. We strive to be the leading global business law firm by delivering quality and value to our clients. We achieve this through practical and innovative legal solutions that help our clients succeed. We deliver consistent services across our platform of practices and sectors in ... (view full description)

DLA Piper is a global law firm with lawyers located in more than 40 countries throughout the Americas, Europe, the Middle East, Africa and Asia Pacific, positioning us to help clients with their legal needs around the world. We strive to be the leading global business law firm by delivering quality and value to our clients. We achieve this through practical and innovative legal solutions that help our clients succeed. We deliver consistent services across our platform of practices and sectors in all matters we undertake. Our clients range from multinational, Global 1000, and Fortune 500 enterprises to emerging companies developing industry-leading technologies. They include more than half of the Fortune 250 and nearly half of the FTSE 350 or their subsidiaries. We also advise governments and public sector bodies.
Eigen is a research-led artificial intelligence company based in London and New York. Our mission is to help individuals and organizations make the right decisions, and we do this by unlocking the value of their qualitative data. Eigen automates the extraction and classification of information from documents. Our simple, flexible Natural Language Processing (NLP) technology accurately extracts information from diverse types of documents at scale and can be integrated into our clients’ workflows. ... (view full description)

Eigen is a research-led artificial intelligence company based in London and New York. Our mission is to help individuals and organizations make the right decisions, and we do this by unlocking the value of their qualitative data.
Eigen automates the extraction and classification of information from documents. Our simple, flexible Natural Language Processing (NLP) technology accurately extracts information from diverse types of documents at scale and can be integrated into our clients’ workflows. We use state-of-the-art machine learning algorithms to recognize patterns in text and give accurate answers to unique questions. This enables our clients to use data in new ways to make the right business decisions: driving down costs, finding opportunities, calculating risks, and meeting regulatory requirements.
Founded in 2014, our clients include some of the most respected names in finance, law, and professional services. As a research-led company, we translate the latest methodologies from applied physics, mathematics and machine learning into the technology that underpins our product.
FICO (NYSE: FICO) powers decisions that help people and businesses around the world prosper. Founded in 1956 and based in Silicon Valley, the company is a pioneer in the use of predictive analytics and data science to improve operational decisions. FICO holds more than 180 US and foreign patents on technologies that increase profitability, customer satisfaction and growth for businesses in financial services, telecommunications, health care, retail and many other industries. Using FICO solutions ... (view full description)

FICO (NYSE: FICO) powers decisions that help people and businesses around the world prosper. Founded in 1956 and based in Silicon Valley, the company is a pioneer in the use of predictive analytics and data science to improve operational decisions. FICO holds more than 180 US and foreign patents on technologies that increase profitability, customer satisfaction and growth for businesses in financial services, telecommunications, health care, retail and many other industries. Using FICO solutions, businesses in more than 100 countries do everything from protecting 2.6 billion payment cards from fraud, to helping people get credit, to ensuring that millions of airplanes and rental cars are in the right place at the right time.
Learn more at http://www.fico.com
Fitch Ratings is a leading provider of credit ratings, commentary, and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective, and insights we provide help investors to make important credit judgments with confidence. Fitch Group is a global leader in financial information services with operation ... (view full description)

Fitch Ratings is a leading provider of credit ratings, commentary, and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective, and insights we provide help investors to make important credit judgments with confidence.
Fitch Group is a global leader in financial information services with operations in more than 30 countries. Fitch Group is comprised of: Fitch Ratings, a global leader in credit ratings and research; Fitch Solutions, a leading provider of credit market data, analytical tools and risk services; and Fitch Learning, a preeminent training and professional development firm. With dual headquarters in London and New York, Fitch Group is owned by Hearst.
For additional information, please visit fitchratings.com.
Guggenheim Partners is a global investment and advisory firm with more than $280 billion in assets under management. Across our three primary businesses of investment management, investment banking, and insurance services, we have a track record of delivering results through innovative solutions. With over 2,400 professionals based in offices around the world, our commitment is to advance the strategic interests of our clients and to deliver long-term results with excellence and integrity. We in ... (view full description)

Guggenheim Partners is a global investment and advisory firm with more than $280 billion in assets under management. Across our three primary businesses of investment management, investment banking, and insurance services, we have a track record of delivering results through innovative solutions. With over 2,400 professionals based in offices around the world, our commitment is to advance the strategic interests of our clients and to deliver long-term results with excellence and integrity. We invite you to learn more about our expertise and values by visiting GuggenheimPartners.com and following us on Twitter at twitter.com/guggenheimptnrs.
HSBC is one of the world’s largest banking and financial services organisations. We serve more than 40 million customers across a network that covers 64 countries and territories, via three global businesses: • Commercial Banking • Wealth and Personal Banking • Global Banking and Markets We aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and economies to prosper, and ultimately helping people to fulfil their hopes and reali ... (view full description)

HSBC is one of the world’s largest banking and financial services organisations. We serve more than 40 million customers across a network that covers 64 countries and territories, via three global businesses: • Commercial Banking • Wealth and Personal Banking • Global Banking and Markets We aim to be where the growth is, connecting customers to opportunities, enabling businesses to thrive and economies to prosper, and ultimately helping people to fulfil their hopes and realise their ambitions. HSBC is listed on the London, Hong Kong, New York, Paris and Bermuda stock exchanges. To view our social media terms and conditions please visit the following webpage: http://www.hsbc.com/social-TandCs
Hunton Andrews Kurth is a global law firm of more than 1,000 lawyers handling transactional, litigation and regulatory matters for clients in a myriad of industries including energy, financial services, real estate, retail and consumer products and technology. Areas of practice focus include capital markets, mergers and acquisitions, intellectual property, P3, public finance and infrastructure, and privacy and cybersecurity. With offices across the United States and in Europe, the Middle East an ... (view full description)

Hunton Andrews Kurth is a global law firm of more than 1,000 lawyers handling transactional, litigation and regulatory matters for clients in a myriad of industries including energy, financial services, real estate, retail and consumer products and technology. Areas of practice focus include capital markets, mergers and acquisitions, intellectual property, P3, public finance and infrastructure, and privacy and cybersecurity. With offices across the United States and in Europe, the Middle East and Asia, we’re aligned with our clients’ businesses and committed to delivering exceptional service. Visit HuntonAK.com and follow us on Twitter, LinkedIn and YouTube.
JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where we stand today: We are a leading global financial services firm with assets of $2.6 trillion. We operate in more than 60 countries. We have over 240,000 employees. We serve millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financ ... (view full description)

JPMorgan Chase (NYSE: JPM) is one of the oldest financial institutions in the United States. With a history dating back over 200 years, here's where we stand today: We are a leading global financial services firm with assets of $2.6 trillion. We operate in more than 60 countries. We have over 240,000 employees. We serve millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients. We are a leader in investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing and asset management. Our stock is a component of the Dow Jones Industrial Average.
King & Spalding helps leading companies advance complex business interests in more than 160 countries. Working across a highly integrated platform of more than 1,200 lawyers in 22 offices globally, we deliver tailored commercial solutions through world-class offerings and an uncompromising approach to quality and service. King & Spalding’s top-ranked structured finance and securitization professionals are active in the full range of receivables financings, structured finance and securit ... (view full description)

King & Spalding helps leading companies advance complex business interests in more than 160 countries. Working across a highly integrated platform of more than 1,200 lawyers in 22 offices globally, we deliver tailored commercial solutions through world-class offerings and an uncompromising approach to quality and service.
King & Spalding’s top-ranked structured finance and securitization professionals are active in the full range of receivables financings, structured finance and securitization transactions, bank-funded, privately-placed and capital markets-issued. Our firm has represented the structuring banks and/or issuers in some of the most high-profile specialty securitizations and “whole business” securitizations in the market.
Kirkland & Ellis is one of the world's leading law firms, with approximately 2,700 lawyers practicing from fifteen offices in the United States, Europe and Asia. Clients across the globe call upon Kirkland to handle their most important and complex corporate, litigation, intellectual property and restructuring matters.Kirkland’s Asset Finance & Securitization group advises clients on both regular term and bank financing transactions and on innovative and complex transactions including wh ... (view full description)

Kirkland & Ellis is one of the world's leading law firms, with approximately 2,700 lawyers practicing from fifteen offices in the United States, Europe and Asia. Clients across the globe call upon Kirkland to handle their most important and complex corporate, litigation, intellectual property and restructuring matters.
Kirkland’s Asset Finance & Securitization group advises clients on both regular term and bank financing transactions and on innovative and complex transactions including whole business securitizations and principal finance transactions that utilize structured finance techniques. We apply our depth and breadth of practice to a diverse range of transactions involving mainstream and exotic assets for clients that are new to structured finance and others that we have worked with for decades. We are regularly engaged in securitization transactions involving auto and other vehicle loan, lease and floorplan assets; trade receivables; equipment loans; operating assets; commercial loans; oil and gas receivables; healthcare receivables; credit card receivables; marketplace loans; and timeshare loans, SFRs, MSRs and other real estate-related assets.
We develop novel, creative and constructive solutions, with a client noting to Chambers USA that "In terms of being able to handle complex and difficult negotiations, we couldn't be happier than we are with Kirkland."
We also represent private equity funds and their portfolio companies on securitization matters. Our attorneys actively participate in industry engagement, providing thought leadership to industry task forces and committees on legal and regulatory issues.
KopenTech LLC is a financial technology company digitizing workflow for structured products investing. We offer 100% web-based platform for refinancing CLO liabilities and electronic secondary trading.KopenTech BWIC is an online trading platform simplifying all aspects of execution and communication.KopenTech AMR is a web-based platform for refinancing CLO liabilities to achieve efficient and broad securitization.Learn how KopenTech delivers better data and improves workflows by visiting www.kop ... (view full description)

KopenTech LLC is a financial technology company digitizing workflow for structured products investing. We offer 100% web-based platform for refinancing CLO liabilities and electronic secondary trading.
KopenTech BWIC is an online trading platform simplifying all aspects of execution and communication.
KopenTech AMR is a web-based platform for refinancing CLO liabilities to achieve efficient and broad securitization.
Learn how KopenTech delivers better data and improves workflows by visiting www.kopentech.com. Together we can build a better marketplace!
Whether your organization issues complex financial transaction or invests in fixed income securities, which collectively present unique challenges in raising capital, adhering to regulatory compliance needs, or meeting financial reporting requirements, our Securitization professionals are here to assist. We have over 30 years in experience in providing agreed upon procedures across all asset classes, securitization tax compliance and planning, Regulation AB compliance procedures, and credit impa ... (view full description)

Whether your organization issues complex financial transaction or invests in fixed income securities, which collectively present unique challenges in raising capital, adhering to regulatory compliance needs, or meeting financial reporting requirements, our Securitization professionals are here to assist. We have over 30 years in experience in providing agreed upon procedures across all asset classes, securitization tax compliance and planning, Regulation AB compliance procedures, and credit impairment analysis.
Additionally, our Securitization professionals have teamed with KPMG’s Data & Analytics practice to develop machine learning and cognitive solutions for the securitization market related to predictive modeling to increase loan origination volumes, and apply our constraint-based optimization engine to optimize the securitization pooling selection process.
Collectively with our experience and services, we can provide a value-add to your organization from end-to-end through the securitization lifecycle.
Kramer Levin lawyers are innovators in the field of securitization, especially in structuring transactions involving esoteric asset classes. Responding to our clients’ unique needs, we have pioneered many first-of-a-kind transactions — including the first securitization of solar assets and the first PACE securitization. We regularly represent most of the investment banks in New York that underwrite esoteric asset-backed securities or that provide warehouse loan facilities to their clients as a ... (view full description)

Kramer Levin lawyers are innovators in the field of securitization, especially in structuring transactions involving esoteric asset classes. Responding to our clients’ unique needs, we have pioneered many first-of-a-kind transactions — including the first securitization of solar assets and the first PACE securitization.
We regularly represent most of the investment banks in New York that underwrite esoteric asset-backed securities or that provide warehouse loan facilities to their clients as a path to an eventual capital markets securitization offering.
Clients seek our advice because they see us as partners able to determine whether a novel asset can be securitized and highly experienced in crafting creative solutions tailored to the unique needs of new asset classes. Always at the forefront regarding esoteric assets, we offer the knowledge and experience gained from being the first to test new asset classes and, and the first to respond to the challenge of applying newly adopted regulations to our structured financing programs.
KBRA is a global full-service rating agency dedicated to the restoration of trust in credit ratings. Our core values of Innovation, Collaboration, and Integrity guide everything that we do, from the creation of new standards for assessing risk to offering timely and transparent ratings that the markets have come to rely on. Our mission has been well received and since our founding in 2010, KBRA has established itself as the fastest growing post-crisis rating agency. In that time, KBRA has publis ... (view full description)

KBRA is a global full-service rating agency dedicated to the restoration of trust in credit ratings. Our core values of Innovation, Collaboration, and Integrity guide everything that we do, from the creation of new standards for assessing risk to offering timely and transparent ratings that the markets have come to rely on. Our mission has been well received and since our founding in 2010, KBRA has established itself as the fastest growing post-crisis rating agency. In that time, KBRA has published over 39,871 ratings and expanded into Europe to better support our long-term strategy of educating the markets globally. Headquartered in New York City, KBRA has 400 employees with additional offices in Pennsylvania, Maryland, Dublin, and London.
At KBRA, we value new ideas and are wary of conventional thinking that stifles Innovation. We believe that Collaboration is key to our success in providing better products for investors, who have come to trust the analysis and Integrity behind our ratings.
Mayer Brown is a distinctively global law firm, uniquely positioned to advise the world’s leading companies and financial institutions on their most complex deals and disputes. With extensive reach across four continents, we are the only integrated law firm in the world with approximately 200 lawyers in each of the world’s three largest financial centers—New York, London and Hong Kong—the backbone of the global economy. Mayer Brown’s Structured Finance practice is consistently ranked in the top ... (view full description)

Mayer Brown is a distinctively global law firm, uniquely positioned to advise the world’s leading companies and financial institutions on their most complex deals and disputes. With extensive reach across four continents, we are the only integrated law firm in the world with approximately 200 lawyers in each of the world’s three largest financial centers—New York, London and Hong Kong—the backbone of the global economy.
Mayer Brown’s Structured Finance practice is consistently ranked in the top tier by leading legal directories and is one of the most balanced in the industry, with genuine strengths across the entire range of vehicles and asset classes – from mortgage-backed securities, asset-backed commercial paper, credit cards, and auto/equipment loans and leases to IP assets, marketplace loans, renewable energy, whole businesses, and insurance-linked securities. We are leaders in not only ABS/MBS transactions but also in transactions privately funded by banks, hedge funds and asset-backed commercial conduits. Many of the structured finance transactions that are commonplace today were first initiated by lawyers at Mayer Brown – for example, the first CLO transaction in 1988 and the first ABS shelf registration in 1992.
Mizuho Americas is a leading financial institution comprising several legal entities, which together offer clients corporate and investment banking, financing, securities, treasury services, asset management, research and more. With professionals in offices throughout the US, Canada, Mexico, Brazil and Chile, Mizuho's operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to local markets and a vast global network. Learn more ... (view full description)

Mizuho Americas is a leading financial institution comprising several legal entities, which together offer clients corporate and investment banking, financing, securities, treasury services, asset management, research and more. With professionals in offices throughout the US, Canada, Mexico, Brazil and Chile, Mizuho's operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to local markets and a vast global network. Learn more at mizuhoamericas.com.
Mizuho Americas is an integral part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG). Mizuho Financial Group is one of the largest financial institutions in the world, offering comprehensive financial and strategic services including private banking and venture capital through its subsidiaries. The group has over 900 offices and 60,000 employees worldwide in nearly 40 countries throughout the Americas, EMEA, and Asia. As of December 31, 2019, its total assets were $1.8 trillion. Learn more about Mizuho Financial Group at www.mizuho-fg.com.
Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. Moody's Corporation (NYSE: MCO) is the parent company of Moody's Investors Service, which provides credit ratings and research covering debt instruments and securities, and Moody's Analytics, which offers leading-edge software, advisory services and research for credit and economic analysis and fin ... (view full description)

Moody's is an essential component of the global capital markets, providing credit ratings, research, tools and analysis that contribute to transparent and integrated financial markets. Moody's Corporation (NYSE: MCO) is the parent company of Moody's Investors Service, which provides credit ratings and research covering debt instruments and securities, and Moody's Analytics, which offers leading-edge software, advisory services and research for credit and economic analysis and financial risk management. Both organizations are supported by Moody's Shared Services.
Moody’s Analytics helps capital markets and credit risk management professionals worldwide respond to an evolving marketplace with confidence. The company offers unique tools and best practices for measuring and managing risk through expertise and experience in credit analysis, economic research and financial risk management. For more information, visit
Ranked Band 1 in Chambers, Tier 1 by The Legal 500, and Tier 2 by IFLR1000 Financial and Corporate, our lawyers and practice are recognized global leaders in the structured finance industry, domestically and internationally, working across offices in the United States, London, Asia, and the Middle East, as a united team. Morgan Lewis lawyers in our Structured Transactions Practice have been key players in the structured markets and have been since their inception. Our clients, both issuers and u ... (view full description)

Ranked Band 1 in Chambers, Tier 1 by The Legal 500, and Tier 2 by IFLR1000 Financial and Corporate, our lawyers and practice are recognized global leaders in the structured finance industry, domestically and internationally, working across offices in the United States, London, Asia, and the Middle East, as a united team. Morgan Lewis lawyers in our Structured Transactions Practice have been key players in the structured markets and have been since their inception. Our clients, both issuers and underwriters, are among the most highly respected global financial services institutions. We understand the evolution of structures because we were involved in many of the industry’s key firsts. We design and execute continuous offering programs. Since 2002, our lawyers have advised on over 8,500 deals with a combined value of more than $4 trillion, consistently leading the league tables. Our practice is on top of the quickly changing regulatory landscape. Our lawyers wrote the books that structured finance lawyers rely on: Offerings of Asset-Backed Securities and The Federal Securities Law of Asset-Backed Securities.
Morgan Lewis offers partner-led teams equipped with years of experience and an acute understanding of your business objectives and how to accomplish these in the most cost-effective manner. In addition to a robust, dedicated structured transactions practice and resources, we offer and utilize key practice area expertise to support transactions, including tax, ERISA, broker-dealer, real estate, and investment company practice lawyers.
Morgan Stanley is a global financial services firm that maintains significant market positions in each of its business segments — Institutional Securities, Wealth Management and Investment Management. The Company, through its subsidiaries and affiliates, provides its products and services to a large and diversified group of clients and customers, including corporations, governments, financial institutions and individuals. A summary of the activities of each of the segments follows: Morgan Stan ... (view full description)

Morgan Stanley is a global financial services firm that maintains significant market positions in each of its business segments — Institutional Securities, Wealth Management and Investment Management. The Company, through its subsidiaries and affiliates, provides its products and services to a large and diversified group of clients and customers, including corporations, governments, financial institutions and individuals. A summary of the activities of each of the segments follows:
Morgan Stanley's Institutional Securities business seeks to provide corporate, sovereign, investor and other institutional clients globally with best-in-class products and services. Our Investment Banking Franchise leads landmark transactions with financial advisory, equity and debt underwriting, and financing services. In our Equities, Fixed Income and Commodities businesses, we provide sales, trading, research, content and technology to a broad spectrum of clients.
Morgan Stanley Wealth Management is one of the largest wealth management firms in the world with more than $2 trillion in client assets and more than 16,000 financial advisors. Our financial advisors deliver tailored solutions designed to help clients achieve their financial goals. We provide individuals, families, businesses and institutions with a wide variety of services: brokerage and investment advisory services, financial and wealth planning, access to credit and lending, cash management, annuities and insurance, and retirement services.
Our Investment Management business consists of traditional asset management, merchant banking and real estate investing activities. As one of the largest global investment management organizations of any full-service financial services firm, we offer institutional investors, intermediary clients and individual investors a broad array of equity, fixed income and alternative investments, and merchant banking strategies.
MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 45 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process. ... (view full description)

MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 45 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the world’s leading financial groups. Headquartered in Tokyo and with more than 360 years of history, MUFG has a global network with over 2,700 locations in more than 50 countries. The Group has over 180,000 employees and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. The Group aims to “be the world’s most trusted financial group” ... (view full description)

Mitsubishi UFJ Financial Group, Inc. (MUFG) is one of the world’s leading financial groups. Headquartered in Tokyo and with more than 360 years of history, MUFG has a global network with over 2,700 locations in more than 50 countries. The Group has over 180,000 employees and offers services including commercial banking, trust banking, securities, credit cards, consumer finance, asset management, and leasing. The Group aims to “be the world’s most trusted financial group” through close collaboration among our operating companies and flexibly respond to all of the financial needs of our customers, serving society, and fostering shared and sustainable growth for a better world. MUFG’s shares trade on the Tokyo, Nagoya, and New York stock exchanges.
Nearwater Capital is a leading specialty finance company that is focused on providing financing for risk retention interests retained under Dodd-Frank and EU Securitisation Regulation requirements. We have an extensive background in structured finance and work with a wide array of sponsors and originators across multiple asset classes.
For almost 50 years, Ocorian has been a leading global solutions provider in corporate and fiduciary services, fund administration and capital markets. Previously known as Estera, Ocorian now manages over 17,000 structures on behalf of 8,000 clients including financial institutions, large-scale international organisations and high-net-worth individuals. With assets under administration of US$260bn, Ocorian employs over 1,250 professionals across 16 offices worldwide, witSupporting and protecting ... (view full description)

For almost 50 years, Ocorian has been a leading global solutions provider in corporate and fiduciary services, fund administration and capital markets. Previously known as Estera, Ocorian now manages over 17,000 structures on behalf of 8,000 clients including financial institutions, large-scale international organisations and high-net-worth individuals. With assets under administration of US$260bn, Ocorian employs over 1,250 professionals across 16 offices worldwide, wit
Supporting and protecting global investment is our priority. No matter where in the world clients hold financial interests, Ocorian is fully committed to providing compliant, tailored solutions that are individual to their needs.
We are where our client's need us, when they need us.
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Linked In: https://www.linkedin.com/company/ocorian/
Twitter: https://twitter.com/ocorian/
PCMA is the leading non-bank private client lending organization serving the needs of their mass affluent and high net worth clientele. We offer qualified individuals and institutions bespoke lending solutions across all major residential asset classes. PCMA is a diversified financial enterprise offering private client solutions through a direct to consumer and distributed retail business model. PCMA strives to build trusting and enduring relationships by putting our clients and professional par ... (view full description)

PCMA is the leading non-bank private client lending organization serving the needs of their mass affluent and high net worth clientele. We offer qualified individuals and institutions bespoke lending solutions across all major residential asset classes. PCMA is a diversified financial enterprise offering private client solutions through a direct to consumer and distributed retail business model. PCMA strives to build trusting and enduring relationships by putting our clients and professional partners at the center of all we do. PCMA is headquartered in Orange County, CA. Additional information is available at
S&P Global Ratings, a part of S&P Global Inc. (NYSE: SPGI), is the world's leading provider of credit ratings. We have more than 1 million credit ratings outstanding on government, corporate, financial sector and structured finance entities and securities. With approximately 1,400 credit analysts, a presence in 26 countries, and more than 150 years' experience of assessing credit risk, we offer a unique combination of global coverage and local insight. Our research and opinions about relative cr ... (view full description)

S&P Global Ratings, a part of S&P Global Inc. (NYSE: SPGI), is the world's leading provider of credit ratings. We have more than 1 million credit ratings outstanding on government, corporate, financial sector and structured finance entities and securities. With approximately 1,400 credit analysts, a presence in 26 countries, and more than 150 years' experience of assessing credit risk, we offer a unique combination of global coverage and local insight. Our research and opinions about relative credit risk provide market participants with information to help support the growth of transparent, liquid debt markets worldwide. . Learn more at spglobal.com/ratings.
SMBC Group, a global financial group headquartered in Tokyo, offers a wide range of products and services including banking, leasing, securities, credit cards, and consumer finance. With a 400-year history, the Group has more than 130 offices and 85,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group. In the Americas, we are more than 3,000 employees strong with a presence in the U.S., Canada, Mexico, Brazil, Chile, Co ... (view full description)

SMBC Group, a global financial group headquartered in Tokyo, offers a wide range of products and services including banking, leasing, securities, credit cards, and consumer finance. With a 400-year history, the Group has more than 130 offices and 85,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group. In the Americas, we are more than 3,000 employees strong with a presence in the U.S., Canada, Mexico, Brazil, Chile, Colombia, and Peru. Our Japanese heritage affirms a sense of honor and commitment that is increasingly rare in the financial services world. Our deeply held values of service, respect, and integrity are present in everything we do. Backed by the capital strength of SMBC Group and the value of its relationships throughout Asia, SMBC Group in the Americas offers a range of commercial and investment banking services to our corporate, institutional, and municipal clients. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Capital Markets, Inc., SMBC Rail Services LLC, Manufacturers Bank, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd.
At the core of Societe Generale’s diversified and integrated banking model, the Corporate & Investment Bank is a leading player with more than 12,000 professionals and a commercial offer in 40 countries with extensive European coverage and representative offices in Central and Eastern Europe, the Middle East, Africa, the Americas and the Asia-Pacific region. Supporting its clients across various sectors, the Corporate & Investment Bank offers bespoke financial solutions combining innovation, ad ... (view full description)

At the core of Societe Generale’s diversified and integrated banking model, the Corporate & Investment Bank is a leading player with more than 12,000 professionals and a commercial offer in 40 countries with extensive European coverage and representative offices in Central and Eastern Europe, the Middle East, Africa, the Americas and the Asia-Pacific region.
Supporting its clients across various sectors, the Corporate & Investment Bank offers bespoke financial solutions combining innovation, advisory services and high execution quality across four areas of expertise: investment banking, financing, market activities and investor services.
For more information, visit www.societegenerale.com.
With more than 4,000 people in 15 offices around the world, TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients who choose us for our knowledge, innovation and experience in the following key areas of finance: Investment and Corporate Banking Capital Markets Interest Rate, Currency and Derivative Products Commodities Our services include the underwriting and distribution of new debt and equity issues, providing ad ... (view full description)

With more than 4,000 people in 15 offices around the world, TD Securities provides a wide range of capital market products and services to corporate, government and institutional clients who choose us for our knowledge, innovation and experience in the following key areas of finance:
Investment and Corporate Banking Capital Markets Interest Rate, Currency and Derivative Products CommoditiesOur services include the underwriting and distribution of new debt and equity issues, providing advice on strategic acquisitions and divestitures, and executing daily trading and investment needs.
With our history of delivering results, we’ve developed considerable strengths, including recognized trading expertise and street-level market intelligence that we use to consistently create value for our clients.
Virtus from FIS Structured Credit CLO and TRS delivers a compelling combination of advanced software, leading-edge analytics and premier trustee and collateral administration services for collateralized loan obligation (CLO) managers and total return swaps (TRS). With cutting-edge technology and deep domain knowledge, you can capture every deal in one integrated workflow – from idea to execution. To learn how Virtus from FIS can accelerate the performance of your CLO business, plea ... (view full description)

Virtus from FIS Structured Credit CLO and TRS delivers a compelling combination of advanced software, leading-edge analytics and premier trustee and collateral administration services for collateralized loan obligation (CLO) managers and total return swaps (TRS).
With cutting-edge technology and deep domain knowledge, you can capture every deal in one integrated workflow – from idea to execution.
To learn how Virtus from FIS can accelerate the performance of your CLO business, please contact or visit:
Website: www.fisglobal.com
LinkedIn: www.linkedin.com/company/fis
Twitter: www.twitter.com/fisglobal
Email: getinfo@fisglobal.com
Wilmington Trust is a leading global provider of corporate trust and agency services including full service trustee solutions, document custody - featuring eVault, back-up servicing solutions, CLO and loan market solutions and independent director services to the structured finance industry. Our award winning team has the experience and committment to help you succeed. Our market share is growing, we are expanding our services, we are adding staff and are committed to providing technology sol ... (view full description)

Wilmington Trust is a leading global provider of corporate trust and agency services including full service trustee solutions, document custody - featuring eVault, back-up servicing solutions, CLO and loan market solutions and independent director services to the structured finance industry.
Our award winning team has the experience and committment to help you succeed. Our market share is growing, we are expanding our services, we are adding staff and are committed to providing technology solutions. We are committed to not only your needs, but the overall success of the structured finance market. Can your trustee say the same? Contact us to experience the Wilmington Trust difference today.
Learn more about our team and services at www.wilmingtontrust.com.
Assured Guaranty, the leading provider of municipal bond insurance and other financial guarantees, has protected investors and helped reduce the financing cost of municipal infrastructure and structured finance transactions for three decades. It guarantees timely payment of principal and interest through three subsidiaries: Assured Guaranty Municipal (AGM), which issues new policies only in public and infrastructure finance; Municipal Assurance Corp. (MAC), which provides insurance only in selec ... (view full description)

Assured Guaranty, the leading provider of municipal bond insurance and other financial guarantees, has protected investors and helped reduce the financing cost of municipal infrastructure and structured finance transactions for three decades. It guarantees timely payment of principal and interest through three subsidiaries: Assured Guaranty Municipal (AGM), which issues new policies only in public and infrastructure finance; Municipal Assurance Corp. (MAC), which provides insurance only in select sectors of the U.S. municipal bond market; and Assured Guaranty Corp. (AGC), a diversified financial guarantor. Financial guaranty insurance from these companies creates greater security and market liquidity for investors, who prize not only the unconditional and irrevocable promise of payment but also Assured Guarantys credit underwriting, negotiated terms, surveillance and, if necessary, remediation of bonds it insures. As a result, the guarantees make small, medium and large financings more cost-efficient for issuers. The group's holding company, Assured Guaranty Ltd., is listed on the New York Stock Exchange (ticker symbol AGO) and is held to the transparency standards of both the exchange and U.S. securities law. Learn more at AssuredGuaranty.com.
BMO Capital Markets is a leading, full-service North American-based financial services provider offering corporate, institutional and government clients access to a complete range of products and services. These include equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. With approximately 2,800 professionals in ... (view full description)

BMO Capital Markets is a leading, full-service North American-based financial services provider offering corporate, institutional and government clients access to a complete range of products and services. These include equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. With approximately 2,800 professionals in 33 locations around the world, including 19 offices in North America, BMO Capital Markets works proactively with clients to provide innovative and integrated financial solutions.
BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$727 billion total assets and approximately 44,000 employees as at July 31, 2020. For more information, visit www.bmocm.com/.
BMO Capital Markets is a leading, full-service North American-based financial services provider offering corporate, institutional and government clients access to a complete range of products and services. These include equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. With approximately 2,800 professionals in 33 locations around the world, including 19 offices in North America, BMO Capital Markets works proactively with clients to provide innovative and integrated financial solutions.
BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$727 billion total assets and approximately 44,000 employees as at July 31, 2020. For more information, visit www.bmocm.com/
BNP Paribas is a leading bank in Europe with an international reach. It has a presence in 72 countries, with more than 202,600 employees, of which almost 155,000 in Europe. The Group has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional ... (view full description)

BNP Paribas is a leading bank in Europe with an international reach. It has a presence in 72 countries, with more than 202,600 employees, of which almost 155,000 in Europe. The Group has key positions in its three main activities: Domestic Markets and International Financial Services (whose retail-banking networks and financial services are covered by Retail Banking & Services) and Corporate & Institutional Banking, which serves two client franchises: corporate clients and institutional investors. The Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporates and institutional clients) to realise their projects through solutions spanning financing, investment, savings and protection insurance.
In Europe, the Group has four domestic markets (Belgium, France, Italy and Luxembourg) and BNP Paribas Personal Finance is the European leader in consumer lending.
BNP Paribas is rolling out its integrated retail-banking model in Mediterranean countries, in Turkey, in Eastern Europe and a large network in the western part of the United States. In its Corporate & Institutional Banking and International Financial Services activities, BNP Paribas also enjoys top positions in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific.
Computershare Loan Services is a leading international third-party mortgage servicing company, currently administering over $100 billion of assets. We continue to invest in technology and servicing enhancements globally and in mortgage servicing rights across the USA. We help mortgage lenders optimize the performance of their portfolios and support hundreds of thousands of borrowers throughout the lifecycle of every loan. Our expertise, experience and understanding of large volumes of complex fi ... (view full description)

Computershare Loan Services is a leading international third-party mortgage servicing company, currently administering over $100 billion of assets. We continue to invest in technology and servicing enhancements globally and in mortgage servicing rights across the USA. We help mortgage lenders optimize the performance of their portfolios and support hundreds of thousands of borrowers throughout the lifecycle of every loan. Our expertise, experience and understanding of large volumes of complex financial data also help us provide insight and services to mortgage providers, investors and real estate professionals.
Crestbridge is independent in structure and spirit. We provide global administration, trustee, accounting, management and governance solutions that are shaped to our clients’ needs wherever they do business Because success matters.
Intex Solutions, Inc. is a well-known provider of structured fixed income deal models and analytical solutions. Intex models and maintains an industry-leading database of over 40,000 ABS, CDO, CMBS and CMO deals. Deals are individually modeled based on the amortization and loss waterfall rules in the original deal documents. Deals are then updated in a timely manner each month using available trustee and servicer information. Hundreds of leading investment banks, broker dealers, issuers and inve ... (view full description)

Intex Solutions, Inc. is a well-known provider of structured fixed income deal models and analytical solutions. Intex models and maintains an industry-leading database of over 40,000 ABS, CDO, CMBS and CMO deals. Deals are individually modeled based on the amortization and loss waterfall rules in the original deal documents. Deals are then updated in a timely manner each month using available trustee and servicer information. Hundreds of leading investment banks, broker dealers, issuers and investors rely on Intex for trading, portfolio management and risk management applications. Intex provides the following specialized applications for cashflow stress testing, price/yield generation, collateral performance analysis and deal structuring under user-defined prepayment/default scenarios: -INTEXnet: Web-based deal/portfolio analytics -INTEXdesktop: Client-resident deal/portfolio analytics -INTEX Subroutines: Cash flow generation engine and API for system builders -INTEX DealMaker: Deal structuring tool for the primary market In addition to these Intex-developed applications, over 25 leading third-party vendors have integrated Intex cashflow functionality into their more generalized applications. To learn more, visit Intex on the web at www.intex.com
Seward & Kissel, founded in 1890, is a leading U.S. law firm with an international reputation for excellence. We have offices in New York City and Washington, D.C. Our practice primarily focuses on clients seeking legal expertise in the financial services, corporate finance and capital markets areas in both corporate and litigation matters. The Firm is particularly well known for its representation of major commercial banks, investment banking firms, investment advisers and related investmen ... (view full description)

Seward & Kissel, founded in 1890, is a leading U.S. law firm with an international reputation for excellence. We have offices in New York City and Washington, D.C.
Our practice primarily focuses on clients seeking legal expertise in the financial services, corporate finance and capital markets areas in both corporate and litigation matters. The Firm is particularly well known for its representation of major commercial banks, investment banking firms, investment advisers and related investment funds (including mutual funds and hedge funds), broker-dealers, institutional investors and transportation companies (particularly in the shipping area).
Solve Advisors provides the most sophisticated and flexible pre-trade price transparency and analytics tools for fixed income markets. Powered by machine learning and natural language processing, the Solve platform puts the essential data at our clients’ fingertips so they can easily maintain their edge. Solve houses the largest dataset of real-time bids, offers, and market color across Structured Products (ABS, Agency, Non-Agency, CLOs, MBS, etc.), Corporates (HY, IG, EM, SOV, ... (view full description)

Solve Advisors provides the most sophisticated and flexible pre-trade price transparency and analytics tools for fixed income markets. Powered by machine learning and natural language processing, the Solve platform puts the essential data at our clients’ fingertips so they can easily maintain their edge.
Solve houses the largest dataset of real-time bids, offers, and market color across Structured Products (ABS, Agency, Non-Agency, CLOs, MBS, etc.), Corporates (HY, IG, EM, SOV, LATAM), Syndicated Bank Loans, CDS, and Municipals.
With decades of industry experience, Solve’s team provides our clients the clarity and flexibility they need:
Access - Clients gain access to their own data as well as market data from contributing clients, so you have greater price transparency. Insight - Detailed, observable, real-time market data with sizes, so you know the true depth of the market. Flexible Integration and Security - Critical partner integrations (i.e. with Intex, Trepp, and Moody’s), data feeds, Excel add-in, and an option for on-premises installation provide the flexibility you need.
For more information, contact info@solveadvisors.com or call +1 (646) 699-5041.
T-REX is an industry-leading financial services software technology company that specializes in valuation, risk analysis, and structuring tools to unlock investment opportunities for various asset classes. Founded in 2012, T-REX has developed partnerships with some of the leading investment banking institutions. By using T-REX's secure, proprietary platform, investors, asset managers, and developers are empowered to efficiently and transparently finance, securitize, and manage their assets. ... (view full description)

T-REX is an industry-leading financial services software technology company that specializes in valuation, risk analysis, and structuring tools to unlock investment opportunities for various asset classes. Founded in 2012, T-REX has developed partnerships with some of the leading investment banking institutions. By using T-REX's secure, proprietary platform, investors, asset managers, and developers are empowered to efficiently and transparently finance, securitize, and manage their assets. Our team combines advanced technology and cross disciplinary expertise to build and scale new value in structured finance. With team members in New York and Tel Aviv, many of whom have actually launched their own ventures, we are an innovative company at the intersection of 3 key industries. T-REX combines over 7 decades of technology and finance expertise to facilitate efficient and transparent finance.
Trepp, LLC, founded in 1979, is a leading provider of data, analytics, and technology solutions to the global securities and investment management industries. Trepp specifically serves three key sectors: structured finance, commercial real estate, and banking to help market participants meet their objectives for surveillance, credit risk management, and investment performance. Trusted by the industry for the accuracy of its proprietary data, Trepp provides clients sophisticated, comprehensive mo ... (view full description)

Trepp, LLC, founded in 1979, is a leading provider of data, analytics, and technology solutions to the global securities and investment management industries. Trepp specifically serves three key sectors: structured finance, commercial real estate, and banking to help market participants meet their objectives for surveillance, credit risk management, and investment performance. Trusted by the industry for the accuracy of its proprietary data, Trepp provides clients sophisticated, comprehensive models and analytics. Trepp is wholly owned by Daily Mail and General Trust (DMGT).
Our global corporate trust team offers expert guidance and flexible solutions to private and public companies, government and tax-exempt entities, and financial institutions. In a world of complex financial transactions, it is important to find a financially sound and reliable partner who understands and responds to your needs. Our structured finance and CDO professionals are dedicated to supporting your growing business.Our experience spans a variety of asset classes and our core services inclu ... (view full description)

Our global corporate trust team offers expert guidance and flexible solutions to private and public companies, government and tax-exempt entities, and financial institutions. In a world of complex financial transactions, it is important to find a financially sound and reliable partner who understands and responds to your needs. Our structured finance and CDO professionals are dedicated to supporting your growing business.
Our experience spans a variety of asset classes and our core services include:
Account bank and backup servicer
Collateral and calculation agent
Custodian
Loan agency services
Middle and back office outsourcing
Trustee and paying agent
Securities and tax administrator
Document custodian and verification agent
To learn more about how you can leverage the expertise and financial strength of U.S. Bank, visit us at usbank.com/corporatetrust
We are a global network of professionals in the finance and alternative investment industries working together to empower women at every stage of their careers. Through peer engagement, philanthropic, and educational initiatives, our more than 15,000 members are making connections and creating opportunities that help to advance careers and strengthen our field.
The IMDDA is dedicated to advancing the interests of institutional investors who conduct due diligence on new and existing investments. Launched in 2015 by investment industry professionals and guided by a board of industry veterans, the IMDDA is dedicated to advancing the interests of due diligence professionals through industry-leading education programs, independent research, best practices and networking opportunities. Our mission is to create a strong and viable trade association for the i ... (view full description)

The IMDDA is dedicated to advancing the interests of institutional investors who conduct due diligence on new and existing investments. Launched in 2015 by investment industry professionals and guided by a board of industry veterans, the IMDDA is dedicated to advancing the interests of due diligence professionals through industry-leading education programs, independent research, best practices and networking opportunities.
Our mission is to create a strong and viable trade association for the investment management industry that supports the development of its members and encourages participation and awareness in due diligence across the globe.
Our goal is to advance the knowledge and skills of the due diligence community through continuing education and world-class information resources and the establishment of industry standards for conducting due diligence on potential and ongoing investments. IMDDA promotes industry best practices through educational events for all constituents in the due diligence ecosystem. Learn more at
The LSTA has been the leading advocate for the U.S. syndicated loan market since 1995, fostering cooperation and coordination among all loan market participants, facilitating just and equitable market principles, and inspiring the highest degree of confidence among investors in corporate loan assets.
GlobalCapital is a leading news, opinion and data service for people and institutions using and working in the international capital markets. It provides you with clearly-voiced, lively coverage of key markets based on the comments of those who work in them, together with a wealth of transaction data and archive material. Whether you wish to pick up the pulse of your market, to research in detail an issuer, intermediary or asset class in a particular sector, or to check out how your instit ... (view full description)

GlobalCapital is a leading news, opinion and data service for people and institutions using and working in the international capital markets. It provides you with clearly-voiced, lively coverage of key markets based on the comments of those who work in them, together with a wealth of transaction data and archive material. Whether you wish to pick up the pulse of your market, to research in detail an issuer, intermediary or asset class in a particular sector, or to check out how your institution is performing relative to its peers, our service is for you.
GlobalCapital descends directly from EuroWeek (“the voice of the markets”), which has been covering new issues in primary markets for 26 years. Joining the platform are also several key capital markets publications from the Euromoney Institutional Investor Group: Asiamoney, Total Securitization and Derivatives Week. GlobalCapital also sees the introduction of a brand new service on the internationalisation of the RMB.
The combination of these elements on state-of-the-art new web technology provides a device-neutral, flexible global news and data service where relevant related articles and data are a click away.
GlobalCapital.com delivers daily services dedicated to the following key market sectors: FIG/Bank Finance including Covered Bonds, Corporate Bonds, Syndicated Loans, Equity, Leveraged Finance, Sovereign and Supranational and Agency Bonds (SSA), SRI/Green Bonds, Global Emerging Markets, Securitization, Asia Pacific Markets, Derivatives, and Offshore RMB. The service comes with sector specific priced deals data sets, league tables, deal pipelines and people moves.
SPOT FRESH OPPORTUNITIES IN SECURITIZATION Every week, Asset-Backed Alert steers subscribers to money-making deals in the global market for securitized consumer loans, home mortgages and corporate receivables. The newsletter also guarantees your edge in the growing CDO market. See for yourself by signing up for a three-issue FREE trial subscription to Asset-Backed Alert. To start your free trial, call 201-659-1700 or visit www.ABAlert.com. ... (view full description)

SPOT FRESH OPPORTUNITIES IN SECURITIZATION Every week, Asset-Backed Alert steers subscribers to money-making deals in the global market for securitized consumer loans, home mortgages and corporate receivables. The newsletter also guarantees your edge in the growing CDO market. See for yourself by signing up for a three-issue FREE trial subscription to Asset-Backed Alert. To start your free trial, call 201-659-1700 or visit www.ABAlert.com.
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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 dataprotectionofficer@euromoneyplc.com 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
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).
Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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).
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.
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.
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.
You have certain rights in relation to your personal data which include the following:
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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.
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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.
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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 KingdomEmail: dataprotectionofficer@euromoneyplc.com
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.
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.
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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