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Danny Abajian

Senior Vice President and Group Head of Project Finance

Danny Abajian, Senior Vice President and Group Head of Project Finance at Sunrun, is responsible for raising project-level sources of capital to support the rapid growth of the company's residential solar fleet, including tax equity, bank debt, asset-backed securities, institutional debt and project equity. With over 15 years of experience financing energy and infrastructure projects, Danny has completed transactions involving more than $10 billion in total fundraising. Prior to joining Sunrun in 2010, Danny spent five years in investment banking, at Barclays Capital and BNP Paribas, executing structured debt and commodities transactions for infrastructure, power generation and energy assets ... (view full description)

Aamer Abdullah

Senior Director, Capital Markets & Portfolio Management
Ribbon Home

Aamer Abdullah is Head of Capital Markets & Portfolio Management at Ribbon Home, a tech-enabled homeownership company. Abdullah was formerly Head of Business Development and co-founder of Greenewable Solar, a MENA- and South Asia-focused Solar Project Development, Asset Management, and EPC company. He also served as a Managing Partner of MI Ventures, a New York City-based technology Seed Fund, and co-founder of MIV Digital Solutions, a software distribution company. Abdullah has nearly 15 years experience in Structured Finance and Fixed Income, serving as a Managing Director & Portfolio Manager at a multi-billion dollar Asset Manager, a Director at Deutsche Ba ... (view full description)

Lisa Abraham

Senior ESG Research Analyst
Brown Advisory

Rasool Alizadeh

CFO & President of Capital Markets

Vice President - Senior Client Manager, Structured Finance Group, SMBC Nikko Securities America, Inc. Rasool Alizadeh is a Senior Client Manager within SMBC Nikko’s Structured Finance Group and is primarily responsible for the term ABS initiative focusing on new issue origination in autos, credit cards, and esoteric ABS including transportation (i.e. rail, aircraft, shipping, barge, etc.) as well as off-the-run specialty finance and capital calls.   With 11 years securitization experience, Rasool was most recently with Standard & Poor’s (“S&P”), as a primary analyst in the ABS rating services group focused on esoteric mortgage related securitization. Prior to S& ... (view full description)

Rob Allard

Chief Investment Officer & Head of US Asset Management
Rothesay Asset Management

Keith Allman

Head of Mortgage & Structured Finance Research and Private Credit
Loomis Sayles

Rajan Ariyur

Managing Director, Private Fixed Income
Sun Life Capital Management

Rajan is a Managing Director in the Private Fixed Income team of SLC Management, the brand name for the institutional asset management business of Sun Life Financial Inc. (NYSE: SLF). SLC Management manages $262 billion in AUM of which, $61 billion is in Private Fixed Income. Rajan is primarily responsible for sourcing, structuring and managing non-recourse deals in the equipment, and consumer finance space.  Previously Rajan was Executive Director, Securitization with CIBC World Markets.  Rajan is a Chartered Professional Accountant, CA and a graduate of Kellogg School of Management (EMP’05).

Rohit Arora

Chief Executive Officer & Co-Founder

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

Lee Askenazi

Clifford Chance US LLP

Lee Askenazi is a partner in the Structured Capital Markets Group of Clifford Chance. He has extensive experience in structured capital markets, including all aspects of residential and commercial mortgage-backed securities, asset-backed securities, collateralized loan obligations, credit risk transfers and other structured products, with a primary focus on the financing of mortgages and related assets.   Lee regularly advises clients in connection with CRE CLOs and other types of secured financings, including those structured as repurchase transactions and warehouse lending lines.  In addition, he represents the main participants in domestic and international residential and com ... (view full description)

Jessica Bailey

Co-Founder and Chief Executive Officer
Greenworks Lending

Jessica Bailey co-founded Greenworks Lending, LLC (GWL) in 2015 with the goal of accelerating Property Assessed Clean Energy-financed clean energy projects throughout the United States.    Prior to GWL, Bailey was with the Connecticut Green Bank as the Director of Commercial and Industrial Property Assessed Clean Energy (C-PACE), where she joined in August 2012. In this role, she designed an award winning state-wide PACE program that allows building owners to access financing to perform clean energy improvements on their properties. In its first two years, the program approved $75 million in clean energy projects and executed the first securitization of commercial efficiency asse ... (view full description)

Melissa Band

Director - Capital Markets
Värde Partners, Inc.

Linda Bartosch

Dechert LLP

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

Fahd Basir

Managing Director, Capital Markets

Fahd is a Managing Director, Head of Capital Markets at Yieldstreet. Prior to that he was a Managing Director at Prytania Asset Management, a Director at 25 Capital Partners and a Portfolio Manager at Atlantic Asset Management.

Fahd’s experience in securitized credit also includes various advisory and lending roles at Bank of America and UBS, where he was involved in over $44bn in transactions across a number of asset classes including mortgages, student loans, auto loans and leases, credit cards and other esoteric ABS. Fahd holds a B.A. from Northwestern University.

Ines Beato

Senior Vice President, ABS
DBRS Morningstar

Ines Beato is a senior vice president in the Structured Finance Asset-Backed Securities (ABS) Group at DBRS Morningstar, where she is responsible for criteria, ratings, and commentary on ABS transactions across auto loan, auto lease, and other ABS asset classes. Prior to DBRS Morningstar, she was a director in the Structured Finance (SF) group at S&P Global Ratings, where she was involved in assigning and maintaining ratings on ABS transactions across asset classes that included auto loan, auto lease, equipment, and unsecured consumer loans. Previously she worked for MBIA Asset Management MBIA Insurance Corp. in the SF-ABS group, where she was responsible for monitoring and for workouts ... (view full description)

Nancy Beebe

Managing Director
Capital One

Nancy Beebe joined Capital One in 2017 to lead Investment Research within the Financial Institutions Group, bringing 25 years of experience in various leadership roles in structured finance, strategic risk and large bank regulatory supervision. Most recently, she served as VP in the Risk Specialists Group at the Federal Reserve Bank of Chicago, where she led System teams responsible for developing analytics to examine market trends and wholesale lending activities of large banks.  Prior to her time at the Federal Reserve Bank of Chicago, Nancy was employed with ABN Amro Bank N.V. where she held a variety of leadership positions in the Corporate Banking Division and Structured Finance Group.  ... (view full description)

Ali Ben Lmadani

Chief Executive Officer
ABL Aviation

Ali Ben Lmadani is the founder and CEO of ABL Aviation, an independent aircraft investment management firm focusing on commercial aircraft, headquartered in Dublin with offices in New York, Casablanca, Hong Kong, and Dubai. Innovative, global, and efficient, ABL Aviation is a fast-growing company setting trends across the industry through its creative approach in the aircraft investment model. Ali is a strong market leader and forward thinker in the aviation industry, developing a successful strategic vision of alternative investment models that consistently achieve key milestones. In recent years, he has structured several aircraft transactions for private equity investors and f ... (view full description)

Rupal J. Bhansali

Chief Investment Officer, Global Equities
Ariel Investments, New York

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

Olive Bian

Nomura Securities

Olive is the lead CLO research analyst at Nomura. She has covered CLO markets since joining Nomura in 2017. She is a regular participant in conference calls discussing pertinent trends in the CLO industry. She regularly publishes CLO research covering detailed relative value comparison across the stack, analysis of CLO bonds in the context of past historical performance trends and loan market dynamics. Additionally, she developed innovative metrics to measure manager performance and identified manager outperformance.
During her tenure, the CLO research team was ranked #1 in the Greenwich survey in 2021 and #2 in the Greenwich survey in 2020 in CLOs.

Kevin Biron

Morgan Lewis

Kevin J. Biron focuses on complex commercial litigation. In addition, he regularly represents clients in connection with restructurings of derivatives and structured finance transactions. Kevin has experience litigating in federal and state courts, resolving claims through mediations and other forms of alternative dispute resolution, and representing debtors and creditors in bankruptcy cases and related actions. He regularly advises clients with respect to their rights and obligations in connection with complex financial transactions. Kevin’s transactional experience includes representing clients in connection with restructurings of structured finance and derivatives transactions ... (view full description)

John Brodbine

Executive Director & Structured Portfolio Analyst
Eaton Vance Management

John Brodbine is a vice president of Eaton Vance Management and structured portfolio analyst. John joined Eaton Vance in 2004 as a member of the floating-rate loan team. He is responsible for modeling and analyzing the team’s CLOs and several institutional accounts. Prior to joining Eaton Vance, John was with U.S. Bank where he worked in the Corporate Trust Division performing Trustee Services for various CDO products. John earned his B.S. in finance from Merrimack College.

Jason Bross

Chief Operating Officer
Latitude20 Capital Partners

Mr. Bross has in excess of 23 years of financial and asset management experience and in his capacity as Chief Operating Officer of Latitude20 Capital Partners (Lat20), he is responsible for managing capital markets, finance, operations, legal and compliance, marketing, human resources, technology and originating, underwriting and monitoring Lat20’s transactions in Argentina, Ecuador and Uruguay.  Since Lat20’s formation, approximately $300 million has been successfully deployed and returned into cross border, trade finance asset backed facilities.  Prior to forming Latitude20 Capital Partners, Mr. Bross served as Executive Director at The International Investment Group LLC.  In t ... (view full description)

Scott Buchta

Senior Managing Director - Head of Fixed Income Strategy
Brean Capital

Mr. Buchta is a Senior Managing Director and the Head of Fixed Income Strategy at Brean Capital, LLC. Mr. Buchta has over 35 years of experience developing investment strategies for financial institutions across the various fixed income sectors, with an emphasis on MBS, CMBS and other asset backed securities. Over the years he has worked with banks, credit unions, insurance companies, money-managers and hedge funds to develop comprehensive investment and hedging strategies specific to each investor class. In addition to providing market insight and cross-sector relative value trade ideas to institutional clients, Mr. Buchta also provides periodic commentary on macroeconomic themes, ... (view full description)

Nicole Byrns

Managing Director, Americas Structured Credit and Financials
CPP Investments

Nicole joined CPPIB in 2019 and focuses on investment opportunities across the structured credit sector including CLOs, consumer finance and specialty finance sectors. Prior to joining CPPIB, Nicole worked at Deutsche Bank’s Global Credit Trading group where she focused on structured credit opportunities in the fintech, aviation, mortgage and esoteric industries. Previously, she was at Garrison Investment Group and Citi where she was responsible for originating and executing financings and asset purchase arrangements with specialty finance companies. Nicole began her career at Citi where she spent almost a decade in their principal finance and securitization groups. N ... (view full description)

Pasquale Cardone

Founder and CIO
PC2 Capital

Pasquale Cardone II, Founder and CIO. Mr. Cardone is the founder and CIO of PC2 Capital. Before founding the Investment Manager, Mr. Cardone was a Director on the Commercial Mortgage Backed Security (“CMBS”) trading desk at Citi Global Markets from 2016 until 2020. During his time at Citi, he was responsible for secondary trading and market making across several areas of the CMBS market including Single Asset Single Borrower (“SASB”), conduit credit and CMBX. Prior to that, Mr. Cardone held a similar CMBS secondary market trading position at Wells Fargo Securities, LLC, from 2014 until 2016. Before his time at Wells Fargo, Mr. Cardone worked as a CMBS resea ... (view full description)

Paul Carroll

MetLife Investment Management

Paul Carroll is responsible for sourcing, underwriting and managing the Private Structured Credit portfolio for MetLife Investment Management (MIM).  In previous roles within MIM, he acted as the Head of Strategy for MIM’s Structured Finance team and as lead credit analyst for US Esoteric and International ABS.  He previously worked at Bank of America Merrill Lynch managing the ABS lending portfolio. He graduated Cum Laude with a degree in Finance from the Isenberg School of Management at the University of Massachusetts, Amherst and received his MBA with Distinction from the Tuck School of Business at Dartmouth College. He holds the CFA designation.

Tom Ceusters

Director, Treasury Market Operations
International Finance Corporation

Tom Ceusters is the Director of Treasury Market Operations at the International Finance Corporation (IFC), a member of the World Bank Group and the largest global development institution focused on the private sector. IFC Treasury Market Operations is in charge of the Corporation's debt capital markets activities, liquid assets pool and balance sheet hedges, while generating revenue for the Corporation. In his role, Mr. Ceusters leads the Treasury Market Operations department and represents IFC as a premier AAA rated issuer/investor in the global financial markets. He develops, implements and executes the funding, cash and liquid asset management strategy, ensuring co ... (view full description)

Michael Chaisanguanthum

Managing Director
Credit Suisse Asset Management

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

Li Chang

Chief Executive Officer
Recursion Co

Prior to founding Recursion in 2015, Li was a senior trader managing ABS portfolio for hedge fund Altum Capital Management. Before joining Altum, she traded CMBS for Paulson & Co. Li gained her extensive cross-product understanding on both business and analytics/technology from her earlier experience through working at the proprietary trading desk at Bear Stearns, running the financial engineering team of mortgage desk at Citadel, and conducting quantitative research at Morningstar. In 2015, Li founded Recursion Co. in New York, a Fintech company integrating technology, finance, and big data. In a few years years, Li turned Recursion into an indispensable financial data provi ... (view full description)

Ken Cheng

Senior Vice President, ABS
DBRS Morningstar

Hans Christensen

Chief Executive Officer
MJX Asset Management LLC

Hans is a co-founder of MJX. Prior to MJX, Hans was the Chief Investment Officer for Barclays’ U.S CLO asset management business. Hans worked at Citibank N.A. for 20 years in various portfolio management, credit, and corporate finance roles. Previously he worked at Banker’s Trust Company and began his career with Harris Trust & Savings Bank in Chicago.   Privately, he is a Member of the Board of Trustees for Regis College and The U.S. Army War College Foundation. He is also is a co-founder of A New Beginning, a charity that runs an elementary school as well as a vocational school for women in Pakistan.    Mr. Christensen received his BS in Finance from Indiana Uni ... (view full description)

Nelson Chu

Founder & CEO

Nelson Chu is the founder and CEO of Percent, the leading digital securitization and investment platform for private debt. Their comprehensive software suite facilitates the structuring and issuance of debt capital at any size and scale. Prior to Percent, he founded a strategy consulting firm specializing in helping companies build products and raise capital for growth, creating over $1B in equity value. He began his career at several of the top financial services firms, including Bank of America and BlackRock.  He is an active angel investor, with notable fintech investments including BlockFi, dv01, Tala, and Uala."

Chao Cong

VP, Business Strategy
Black Knight

Chao Cong is Vice President – Product Management for the Data & Analytics division of Black Knight, Inc. (NYSE:BKI), a premier provider of software and data and analytics to the mortgage and consumer loan, real estate and capital markets verticals. In this role, Chao manages Black Knight’s analytics solutions, including the AFT Prepayment and Credit Model, Mortgage Scores, and Dialer Optimizer. Chao also oversees Black Knight’s Home Price Index (HPI) and its Index Suite, which complements the HPI with an overview of prepayment and credit market performance, as well as insight into the status of the origination market.   Prior to joining Black Knight, Chao served at CoreLogic ... (view full description)

Alexandra Cooley

Chief Investment Officer
Nuveen Green Capital

Alexandra is Chief Investment and Operating Officer of Greenworks Lending, a Commercial PACE originator, where she oversees capital markets, underwriting and financial operations. In her current and prior roles, she has structured and overseen more than $500M clean energy financings across the residential, commercial and not-for-profit sectors. In 2015 Cooley co-founded Greenworks Lending to scale C-PACE financing nationally.  Since launching the firm, based in Darien CT, has entered 13 states and established the asset class for commercial PACE by leading the first securitization of commercial PACE assets in late 2017.  Cooley holds an MBA and a MEM from Yale and a BA from University ... (view full description)

Chris Creed

Senior Advisor, US Dept. of Energy's Loan Programs Office
DOE Loans Program Office

Ruomeng Cui

Vice President – Senior Analyst
Moody’s Investors Service

Ruomeng Cui is a Vice President – Senior Analyst at Moody’s Investors Service. As a lead analyst for the RMBS New Issuance Team, she is involved in rating a variety of structured finance transactions, including U.S. residential mortgage backed securitization (RMBS), re-performing (RPL) transactions and Single Family Asset (SFR) transactions. Prior to joining Moody’s, Ruomeng also held positions at Ernst & Young where she was a valuation advisor in structured finance and Citigroup where she worked as MBS/ABS modeler. She holds a Master’s Degree in Finance from University of Buffalo and a Bachelor’s Degree in Finance from Hunan University of Commerce. Ruomeng is also a CFA charterholder. ... (view full description)

Xiao Cui

Senior Vice President, US Economist
Credit Suisse

Ron D'Vari

Exective Chairman/Co-Founder
NewOak Capital LLC

Ron D'Vari, Co-founder and CEO of NewOak Capital. As CEO of NewOak Capital, Ron's focus is on devising and implementing creative financial and structured solutions in response to many of the credit crisis financial dilemmas across the globe for its institutional clients. NewOak Capital has successfully advised some of the largest and smallest banks, financial institutions, and corporations globally. Mr. D'Vari was formerly a Managing Director of BlackRock where he was Head of Structured Finance Business and a senior member of several key management committees. At BlackRock, he was responsible for $90+ billion investments in structured products and managed subordinated structured finance inve ... (view full description)

Adrienne Dale Burns

Managing Director, US CLO Portfolio Manager
Onex Credit

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

Nicky Dang

Associate Managing Director
Moody’s Investors Service

Jingjing (Nicky) Dang is an Associate Managing Director and head of the Consumer ABS New Ratings Americas team. In this role, she manages the teams that cover the auto,unsecured consumer loan, credit card, and student loan sectors. She is also a senior editor of the ABS Spotlight. Nicky has previously led the auto and student loan rating team prior to taking her current position and worked on surveillance of various ABS and RMBS transactions since she joined Moody’s in February 2007 as an Associate Analyst. She hold a Master’s Degree in Economics from New York University and an undergraduate degree from Beijing Technology and Business University. Nicky is also a CFA charterholder ... (view full description)

Pooria Dariush

Director of Asset Management for SDI
Secured Debt Investments

Pooria Dariush joined Secured Debt Investments in May 2017 as an Asset Manager and Underwriter. Mr. Dariush currently serves as a Director of Asset Management and his team is responsible for overseeing, managing, and driving the asset-level performance of the firm’s assets under management through the workout of non-performing loans and the turnaround of REO assets. In addition, he serves as a liaison between the company and borrowers, attorneys, property managers, leasing and sales brokers, and lenders. Mr. Dariush obtained a Bachelors of Business Administration with a concentration in Finance from Florida International University in 2016. Prior to joining SDI, he worked as an Investment An ... (view full description)

Conrad DeQuadros

Senior Economic Advisor
Brean Capital, LLC

Jocelyn Delifer

Vice President - Senior Analyst
Moody's Investors Service

John Devaney

Chief Executive Officer
United Capital Markets

John Devaney, founded United Capital Markets (UCM) in 1999. UCM is an institutional broker dealer specializing in buying distressed CMBS / RMBS / ABS (Structured Finance) securities almost entirely as principal. As CEO and Head Trader, Devaney manages affiliated accounts, provides investments to DVP participants, and trades the firms principal position encompassing hundreds of millions of face between UCM and direct affiliates.  Mr. Devaney spent several years gaining valuable experience as the head trader of a regional firm, trading both ABS and CMO securities, researching structure and collateral history as a necessity to risking capital.  During a difficult period in the ABS m ... (view full description)

Yonel Devico

Crosby Capital

Head of Crosby Capital USA. Private equity fund investing in non performing mortgages. Investment size: 200k to 15m+. Location: Across the country. Asset: Non Performing Notes Type: Commercial and Residential Feel free to let me know if you have any deals.

Rohit Dewan

Vice President, Loan Product Innovation
OneMain Financial

Mr. Dewan has served as Vice President, Head of Public Policy at OneMain since May of 2018. Prior to this he served as a Vice President in Corporate Strategy and Investor Relations at OneMain after joining the company in July of 2015. Prior to joining OneMain, Mr. Dewan served as Program Manager at the Consumer Financial Protection Bureau from 2012 to 2015. Prior to joining the CFPB, Mr. Dewan spent nearly a decade in equity research and asset management focused on the consumer finance industry. 

Carlos Domingo

Chief Executive Officer & Co-Founder

Carlos Domingo is a senior executive, entrepreneur, investor, and currently the CEO and Co-Founder of Securitize, Inc. Before becoming the CEO of Securitize, Carlos co-founded and launched SPiCE VC, a fully tokenized VC fund. In order to ensure global compliance for SPiCE VC, Carlos and his team created the security token issuance and lifecycle management platform that would later become Securitize, Inc. Prior to SPiCE and Securitize, Carlos was the President and CEO of Telefonica R&D, and CEO of New Business and Innovation at Telefonica Digital, as well as co-founder and board member of Wayra, one of the world’s largest corporate accelerators. He has been CTO and CEO or board member of ... (view full description)

Justin Driscoll

Aquarian Credit Partners

Justin Driscoll is Partner and Chairman of Aquarian Credit Partners, a syndicated high-yield credit investment manager. From 2017 to 2021, Mr. Driscoll served as Chief Executive Officer of Gallatin Loan Management LLC, which he founded in 2017 and which Creditflux named Boutique CLO Manager of the Year in 2020. In 2009, he founded UrsaMine Credit Advisors LLC as a spin-out of the Bear Stearns Asset Management bank loan business and served as CEO. In 2012, when UrsaMine rebranded as MP Senior Credit Partners, LP, Mr. Driscoll then served as CEO and Portfolio Manager of the leveraged loan business. From 2000 to 2009, Mr. Driscoll was a Senior Managing Director at Bear Stearns Asset Management ... (view full description)

Katrina Dudley

SVP, Investment Strategist and Portfolio Manager
Franklin Mutual Series

Katrina Dudley, CFA, CAIA is a dynamic, experienced, deep-value, global equity portfolio manager with an outstanding track record of identifying real success drivers for target investments and applying commercial insights to deliver investor returns.   Ms. Dudley has a demonstrated history of actively engaging with management teams across multiple industrial segments and advocating either in person or in writing for companies to implement value creating strategies that benefit shareholders.   Ms. Dudley is currently Senior Vice President, Portfolio Manager, and Investment Strategist at Franklin Templeton Investments, one of the world’s largest asset managers, where she co-manages ... (view full description)

Robert Durden

Managing Director
Credit Suisse

Robert is a Managing Director at Credit Suisse and member of the Securitized Products Mortgage Finance group, specializing in financing and capital markets transactions for mortgage related assets. Robert leads the Credit Suisse mortgage securitization underwriting team which has held the title of most active lead left underwriter for multiple years running.  Prior to joining Credit Suisse in December 2014, Robert spent six years with JP Morgan and prior to that six years with Bear Stearns. Robert’s career experience has been primarily focused upon Mortgage Finance. He holds a BBA in Business from the University of Texas.

Emile Ernandez

Managing Director
Kawa Capital Management

Emile joined Kawa Capital in April 2018 and is a Managing Director in the Investments Team, overseeing Kawa Capital’s structured finance vertical. Emile’s background includes over 16 years of securitized products banking, structuring, trading and investing experience.  Prior to joining Kawa Capital, Emile was a Director in the Securitized Products Group, within the Investment Banking division at Barclays in New York, where he spent 7 years focusing on originating and structuring Esoteric structured finance transactions, including securitizations, warehouse facilities and illiquid trading opportunities.  Prior to Barclays, Emile spent 6 years at Deutsche Bank in New York, as a Vice President ... (view full description)

Jack Ervasti

Director, Asset-Based Finance

Guillaume Fillebeen

Consulting Director
Intain Inc.

Guillaume is a consulting director at Intain. With over 15 years of experience in the FinTech industry, he now leverages blockchain and AI to resolve issues relating to inefficiencies within capital markets. His current focus is on improving data quality and availability surrounding loan life cycles and securitization

Vincent Fiorillo

Park Slope Advisors

Mr. Fiorillo is a founding member of DoubleLine. He is the head of Global Sales. Prior to joining DoubleLine in 2009, Mr. Fiorillo was previously a Managing Director at TCW for the previous four years, where he oversaw ABS and CMBS trading. Mr. Fiorillo was an Executive Director with Morgan Stanley. Responsibilities at Morgan Stanley included developing mortgage origination providers into the Morgan Stanley Conduit and expanding the Firm's activity in both the Asset-Backed and Commercial Mortgage Backed securities markets.  Prior to joining Morgan Stanley, Mr. Fiorillo was the Co-Head, Managing Director of the Mortgage-Backed Securities Group at Smith Barney.  Before ... (view full description)

Alin Florea

Vice President, US Credit Strategy

Alin Florea is a Vice President covering securitized credit on the US Credit Strategy team at Barclays, based in New York. Previously he covered European ABS, focusing on auto and credit card ABS. He joined Barclays in 2014, after working at State Street as an associate and the Arkansas Municipal League as an investment analyst. Alin received his bachelor's degree in Economics, Mathematics, and International Relations from Rhodes College.

Mark Fontanilla

Consultant, Global Structured Finance
DBRS Morningstar

Mark Fontanilla is a Consultant in Global Structured Finance research at DBRS Morningstar. Mr. Fontanilla has 20+ years of experience in the bond markets, mortgage finance and structured products trading and research. His extensive experience includes work as a senior fixed income marketing strategist at Fannie Mae (including specific work with their Connecticut Avenue Securities™ (CAS) credit risk transfer program). Additionally, he had been a publishing mortgage research analyst at Wells Fargo Securities, LLC, a senior RMBS/ABS/CMBS trader at Royal Bank of Canada, and the director of risk and portfolio management at Champion Mortgage. Mark holds a B.S. in finance and an MBA, wi ... (view full description)

David Frey


Mr. Frey is a Managing Director at HPS Investment Partners. Prior to joining HPS in 2010, Mr. Frey was a Partner and Senior Portfolio Manager at Stanfield Capital Partners, where he managed over $5.2 billion of non-investment grade loans and bonds across 14 separately managed accounts and CLOs, and was a member of the firm’s management. Prior to joining Stanfield in 2004, he was a Principal and Senior Analyst at Katonah Capital and an analyst at GoldenTree Asset Management. From 1993 to 2001, Mr. Frey worked at Morgan Stanley, where he was a Principal in the Investment Banking division. Mr. Frey holds a BS in Economics from the University of Wisconsin and an MBA from Columbia Business School ... (view full description)

Nathan Gabig


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

Elliot Ganz

General Counsel and Chief of Staff

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

Mansoor Ghori

Co-Founder & Chief Executive Officer
Petros PACE Finance

Mansoor Ghori is Co-Founder and CEO of Austin, TX-based Petros PACE Finance LLC, a leading provider of Commercial Property Assessed Clean Energy (C-PACE) financing, and serves on the boards of the PACENation and C-PACE Alliance industry groups, as well as STG Design and the Andy Roddick Foundation. His more than 30 years of experience in structured finance includes positions at Accent Capital, Transamerica Technology Finance Corp., Sternhill Partners venture capital, Imperial Bank and Silicon Valley Bank.

Jordan Goldstein

Partner and General Counsel
Selendy & Gay, PLLC

Jordan Goldstein is a veteran litigator who specializes in complex financial products and commercial transactions. Jordan holds an M.B.A. from Harvard Business School and previously worked as a deal attorney, where he structured many of the same types of transactions he now litigates. Jordan is also a former federal prosecutor and served in senior roles in the U.S. Department of Justice, including in the Office of Legal Counsel and as special counsel to the assistant attorney general of the National Security Division. Admitted to practice in both New York and Florida, Jordan has a strong focus on litigating investor and consumer claims. He has represented clients adve ... (view full description)

Fernando Guerrero

Managing Partner
Varadero Capital

Sadie Gurley

General Manager/Head of Capital Markets

Sadie Gurley. Ms. Gurley, General Manager/Head of Capital Markets and Maxwell Diligence Solutions for Maxwell. Prior to joining, she headed Diligence Services at Mphasis Digital Risk from Dec. 2017 – Nov. 2020. She co-founded and served as a principal of GreenLake Investment Partners, LLC, a private investment management firm, in October 2010. From June 2006 to June 2010, Ms. Gurley was a Managing Director and a Senior Portfolio Manager at Marathon Asset Management where she was responsible for trading mortgage loans and securities for the Marathon Structured Finance Fund, a private fund selected by the U.S. Treasury to participate in the Legacy Securities Public-Pr ... (view full description)

Lain Gutierrez

Chief Executive Officer
CleanFund Commercial PACE Capital

Lain Gutierrez is a banking and structured finance veteran with over 29 years of experience in originating, analyzing, structuring and rating asset-backed financings.  Lain is the CEO of CleanFund Commercial PACE Capital, Inc.  CleanFund is the leading provider of long-term financing for energy efficiency, water conservation, renewable energy and seismic improvements for commercial, multifamily and other nonresidential properties in the U.S. Prior to CleanFund, Lain founded SolFin Capital, LLC, a specialty finance company with institutional backing from a credit-focused asset manager with over $12 billion under management.  SolFin’s mission is to provide creative and ... (view full description)

Robert Hagan

Clifford Chance US LLP

Rob's practice focuses on securitization and structured finance. Rob represents financial institutions, investment banking firms, hedge funds, issuers, sellers, purchasers, investors and servicers in a broad variety of financial transactions. He has extensive experience in documenting public and private securitization and resecuritization transactions of a broad range of asset classes, including performing and non-performing new origination (including "non-QM") or seasoned residential mortgage loans of varying credit quality, small-balance commercial mortgage loans, Fannie Mae and Freddie Mac credit risk transfer securities, SBA guaranteed loan pool certificates, FHA insured mortgage loa ... (view full description)

Rong Hai

Assistant Professor of Economics
University of Miami

Rong Hai is an Assistant Professor of Economics at the Miami Herbert Business School since 2016. Her research investigates the impact of government policies on inequality, labor market outcomes, and economic growth. She co-moderated the talk by Dr. Raphael Bostic (President and CEO of the Atlanta Fed) in March 2021 at the Miami Herbert Business School. Prior to joining the Miami Herbert Business School faculty, she was a Postdoctoral scholar working with Professor James J Heckman (2000 Nobel Prize Winner) at the University of Chicago.  She earned a PhD in Economics from the University of Pennsylvania in 2013.

Jason Harris

Chief Executive Officer
Button Finance

Jason is currently CEO of Button Finance. Prior to founding Button Finance, Jason was a Venture Partner at Flatiron Investors and was VP of Operations at PeerIQ. Jason has approximately 15 years working in the intersection of Finance and Technology. Jason started his career as an M&A banker at Jefferies for FinTechs and Asset Managers. He then went on to trade agency and non-agency RMBS at Amherst Pierpont.

Greg Hertrich

Managing Director

Greg Hertrich joined Nomura in 2010 as head of the US Institutional Strategies Group from Deutsche Bank, where he was Head of US Bank Strategies. Previously, Greg ran the bank group at Merrill Lynch and was a senior bank strategist with Lehman Brothers after an extended tenure at First Union. He is currently responsible for spearheading Nomura’s strategic work with US domiciled institutions in both the bank and insurance sectors across the balance sheet and income statement. Greg serves as a strategic advisor on behalf of major stakeholders, including management teams, boards, institutional investors and regulators on risk management and corporate strategies, specifically focused ... (view full description)

Eileen Ho

Morgan, Lewis & Bockius LLP

Eileen J. Ho’s practice focuses on complex corporate and financial transactions. Her practice encompasses structured finance transactions, including representing arrangers, managers, and investors in collateralized loan obligations (CLOs) transactions, issuers and banks in domestic and cross-border securitizations, and borrowers and lenders in asset-based lending arrangements. She also advises clients on regulatory matters, including those related to the Securities Act of 1933, the Securities Exchange Act of 1934, and the Dodd-Frank Wall Street Reform and Consumer Protection Act and related rules and regulations.   Before joining Morgan Lewis, Eileen was an associate in the struc ... (view full description)

Spencer Hunsberger

Managing Director
Credit Suisse Securities (USA) LLC

Spencer Hunsberger is a Managing Director of Credit Suisse in the Global Markets division, based in New York. He heads the Energy Asset Finance business, focusing on power, storage, and grid solutions.

Avner Husen

Managing Director
Fortress Investment Group

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

Brandy Illausky

Vice President, Business Development

Brandy Illausky is a Vice President at KeyBank National Association focusing on business development and leadership of the structured products/asset-backed securities (ABS) servicing within the bank’s  Loan Servicing and Asset Management team.   Brandy recently joined KeyBank to focus on the commercial ABS sector to grow and expand its loan servicing business.  She previously spent 22 years at Midland Loan Services in various roles within the CRE loan servicing and technology business and most recently was responsible for business development and portfolio management of a portfolio of commercial ABS structured finance securitizations related to corporate, PE sponsored and publicly traded com ... (view full description)

Jayesh Joseph

AVP- Analyst
Moody’s Investors Service

Jayesh Joseph is an Assistance Vice President – Analyst and a member of Moody’s U.S. Corporate ABS Team. His primary responsibility is monitoring ratings on commercial and esoteric ABS including equipment ABS. Prior to his current role, he spent several years monitoring RMBS and consumer ABS at Moody’s. Prior to joining Moody’s, Jayesh was working as a software engineer at Cognizant Technology Solutions. Jayesh earned an undergraduate degree in Electrical Engineering from National Institute of Technology Calicut in India. He also holds an MBA from the Cornell’s Johnson business school

Praveen Joseph

Head of US Securitized Credit Investments
International Finance Corporation

Sudeep Kanjilal

Chief Digital Officer of Securities Services
BNY Mellon

Sudeep Kanjilal is the Chief Digital Officer of Securities Services, overseeing Market Intelligence, Data Strategy and Business Optimization for the business. He is responsible for the execution and adoption of the Issuer Services digital and data strategies across the client experience - including re-imagining end-to-end journeys that create digital, client-centric experiences; driving the deployment of digital services across businesses, regions and functions; transforming our payments processes; and creating significant improvements in business performance, as well as the client and employee experience. Prior to his current role, Sudeep led the Payments and Digital Retail prac ... (view full description)

Eric Kaplan

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

Manish Kapoor

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

Manish has 17 years of experience in creating capital market origination platforms, structuring and originating principal transactions and investing in credit assets. He has led over $20 billion of transactions and restructured assets and liabilities for the largest global bankruptcy at the Lehman estate. He continues to focus on investment and liquidity strategies in credit assets. Prior to working at the Lehman bankruptcy estate, Manish worked in principal groups at Lehman and Bear Stearns in New York, where his mandate was to utilise the firm’s balance sheet to invest in proprietary cross-asset transactions in multiple jurisdictions. Manish has extensive experience in evaluati ... (view full description)

Rosemary Kelley

Senior Managing Director

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

Kevin Kendra

Managing Director
Fitch Ratings

Kevin P. Kendra is a managing director in Fitch Ratings’ New York office. He currently manages the U.S. Structured Credit group responsible for collateralized loan obligations (CLO) and other structured credit ratings. The structured credit team is charged with assigning new issue CLO ratings, maintaining the accuracy of existing ratings, providing useful tools to investors and publishing research on transaction characteristics and performance.   Prior to this post he served as Group Credit Officer for U.S. and Latin America Structured Finance. In this role he maintained and further enhanced the quality of credit analysis within the structured finance and covered bonds teams, par ... (view full description)

Keith Kennerly

CEO and Founder
PayRx, Inc.

Corporate finance professional with extensive experience in structured finance, financial reinsurance, healthcare, treasury, derivatives, prime brokerage, and leadership management. Broad functional experience, including Capital Management, Liquidity Management, Collateral Management, Risk Management, Project Management, and Reserve Financing. A highly-driven leader adept at communicating effectively across a myriad of functions and levels within investment banking and traditional corporate organizations. Proven executive presence and trusted advisor to the C-suite. Recognized for innovation, strategic thinking, strong work ethic, building strong and productive client relationshi ... (view full description)

Theodore Koenig

Chairman and Chief Executive Officer
Monroe Capital LLC

Theodore L. Koenig, Chairman and CEO of Monroe Capital LLC. Mr. Koenig also serves as the Chairman, President and CEO of Monroe Capital Corporation (NASDAQ: MRCC), a publicly traded business development company (BDC); and as Chairman, Director and CEO of Monroe Capital Income Plus Corporation. He also serves as Chairman, CEO and a Director of MCAP Acquisition Corporation (NASDAQ: MACQU), a special purpose acquisition corporation. Monroe Capital LLC (“Monroe”) is a premier boutique asset management firm specializing in private credit markets across various strategies including direct lending, asset-based lending, specialty finance, opportunistic and ... (view full description)

Gunes Kulaligil

Co-Founder, Managing Partner
Methodical Valuation and Advisory

Gunes has over 15 years of trading, asset management, valuation and advisory experience, focusing on mortgage and consumer whole loans, securitizations, and bespoke structured credit transactions. Prior to co-founding Methodical, Gunes advised hedge funds and private equity funds regarding valuation of illiquid, distressed and esoteric investments at Houlihan Lokey. Prior to that, Gunes held roles at Fortress Investment Group and Bear Stearns Asset Management as part of their portfolio management teams, after working as an analyst at Fannie Mae upon graduating from Louisiana State University with a B.S. in Information Systems. Gunes has been involved in the structured products ma ... (view full description)

Robert Lane

Executive Vice President, Chief Financial Officer

Terry Lanson

Managing Director
Seer Capital Management, LP

Terry Lanson is a Managing Director at Seer Capital Management. He is responsible for the management of Seer’s investments in bank regulatory capital relief transactions, as well as other European investments. Seer has been an active investor in reg cap transactions across asset classes and jurisdictions since 2008. Mr Lanson joined Seer shortly after its inception in 2008 from Citigroup in London, where he spent two years. He spent the previous 9 years at Deutsche Bank in New York and London, where he was part of the team responsible for Deutsche’s market-leading balance sheet securitization/reg cap program. He worked on transactions including Haus, Core, Cast, Craft, Gate, and London Wall ... (view full description)

Joseph Lau

President/CIO; Chair
LordCap Green; FIIN

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

David Lee

Chairman and Chief Executive Officer
North Mill Equipment Finance

Mr. Lee has over 30 years of financial services experience.  He is the CEO of Colford Capital Holdings, the parent company of NMEF and has served as its Chairman since its formation in 2012.  Previously, Mr. Lee served as President of D.B. Zwirn & Co., a $6.5 billion AUM alternative asset manager and successfully navigated that firm through the 2008 financial crisis and merger integration into Fortress.  He was the Founding Managing Partner of Saturn Venture Partners and a Partner with the private equity firm of Sandler Capital.  For the first half of his career, Mr. Lee was an investment banker, most recently serving as a Managing Director at Lazard, where he advised on M&am ... (view full description)

Marc Levine

Managing Director, Structured Solutions
Moody's Analytics

Marc Levine is the Managing Director at Moody’s Analytics responsible for the MA Issuer Solutions Business. The MA Issuer Solutions Business provides automated tools to Issuers, Trustees & Lenders in the structured finance space for funding, investor reporting, securitization accounting, cash flow forecasting, warehouse monitoring/compliance and regulatory disclosure.  While the business line for which Mr. Levine is responsible supports a number of products, its flagship application is Ki ( Ki is the next-generation version of the ABS System which is widely used by structured finance issuers globally. Mr. Levine has spent the last 20+ years working in the ... (view full description)

Steve Levitan

Morgan, Lewis & Bockius LLP

Steve Levitan has extensive experience in structuring highly complex securitization transactions backed by collateral encompassing a broad range of asset types, including: student loans, auto loans, marketplace (peer-to-peer) loans; Australian mortgage loans, commercial equipment, automobile and equipment leases, credit card account receivables, residential mortgage loans, home equity loans, financed insurance premiums, residual interests in pre-existing special purpose entities, and the resecuritization of previously issued asset- and mortgage-backed securities. Steve has represented both issuers and underwriters in public offerings, private placements, direct-lending financings, ... (view full description)

Simon Lewis

Senior Managing Director, EMEA Vice Chairman
FTI Consulting

Simon Lewis is a London-based Vice Chairman in EMEA and Global Head of Financial Services in its Strategic Communications Segment. Simon will help develop FTI Consulting’s client relationships across the region and support the firm’s strategic initiatives. In his role as Global Head of Financial Services in Strategic Communications, Simon will work closely with senior leaders throughout the firm to maximise business success in this important sector—ensuring best-in-class client service, coordinating cross-border business development opportunities and enabling further investments in talent. Simon's distinguished career has spanned both the private and public sectors. As the foundi ... (view full description)

John Lynch

PCMA Private Client Lending

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

Stephanie Mah

Vice President, Structured Finance Research
DBRS Morningstar

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

Sharif Mahdavian

Managing Director, RMBS

Sharif Mahdavian is a Managing Director in the RMBS Group at Kroll Bond Rating Agency (KBRA).

Prior to joining KBRA, Sharif was a vice president at a mortgage compliance and due diligence firm servicing the primary and secondary mortgage markets. From 2005-2015, Sharif worked for 10 years in various analytical and management roles in the U.S. RMBS Group at Standard & Poor’s (now S&P Global Ratings). Before that, he was a criminal prosecutor, litigator, and partner in a private law practice for over 12 years.

Sharif holds a B.A. from Dartmouth College and a J.D. from Fordham University School of Law.


Thomas Majewski

Managing Partner & Founder
Eagle Point Credit Management

Tom is the Managing Partner and founder of Eagle Point Credit Management. Tom has been involved in the formation and/or monetization of nearly 100 CLO transactions across multiple market cycles. Tom led the creation of some of the earliest refinancing CLOs, pioneering techniques which are now commonplace in the market. He has spent his entire career in the structured finance and credit markets. Tom serves as the Chief Executive Officer of Eagle Point Credit Company (NYSE: ECC) and Chairman and Chief Executive Officer of Eagle Point Income Company (NYSE: EIC).  Tom is also a director of Marble Point Loan Financing Ltd. (LSE: MPLF).   Prior to founding Eagle Point with ... (view full description)

Michelle Manuel

Structured Credit | Portfolio Manager

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

Joshua Margolin

Selendy & Gay, PLLC

Joshua Margolin is a seasoned litigator with experience in a wide array of complex commercial and financial disputes. Named a “Plaintiffs’ Lawyer Trailblazer” by The National Law Journal and a “Rising Star” by Benchmark Litigation and Super Lawyers, Joshua has litigated, arbitrated and mediated matters involving complex financial products, securities fraud, corporate governance, mergers, natural resources, real estate, insurance, contracts and employment. He has successfully argued before trial and appellate courts, and has extensive experience achieving favorable results through mediation and in guiding his clients, including companies and individuals, through investigations.  ... (view full description)

John McCarthy

Head of U.S. Structured Finance - Relationship Management
Moody’s Investors Service

John heads the Relationship Management team for all Structured Finance ratings in the U.S. for Moody’s Investors Service. The team handles business development and account management for ABS, MBS and Structured Credit including CLOs.  Prior to Moody’s John headed relationship management for Esoteric ABS and CLOs at S&P Global Ratings where he previously spent over 16 years as a lead analyst on the CLO, CMBS, ABS, and Esoteric ABS teams - including aircraft securitizations.  John is a graduate of Cornell University and the Columbia Business School.

Robert McDonough

Assistant Treasurer
Angel Oak Capital; Fixed Income Investor Network

Rob is the Director of ESG and Regulatory Initiatives at Angel Oak Capital and leads the ESG integration process across the firm’s investment strategies and corporate initiatives. He manages several projects supporting Angel Oak’s risk management framework, including LIBOR transition and the implementation of the SEC’s Valuation Rule. He also coordinates a variety of research and publication activities with a focus on developments in the regulatory environment for financial institutions of all types. Rob is a founding member of Angel Oak’s Diversity, Equity and Inclusion (DEI) Committee and the Community Relations Committee. He previously led Angel Oak’s financial institution consultin ... (view full description)

Janette McMahan

Kirkland & Ellis

Janette McMahan leads the asset finance and securitization group in Kirkland’s New York office. She specializes in auto loan, auto lease, marketplace loan and trade receivables transactions. Additionally, Janette has represented clients in single-family rental deals, whole business securitizations, equipment financings, health care receivables transactions, restructurings, investments and acquisitions. Janette has worked with ABS sponsors in drafting comment letters on regulatory reform since 2010, including on Regulation AB II, shelf eligibility, loan level disclosures and risk retention. She has given numerous presentations to ABS sponsors and underwrite ... (view full description)

Andy Melvin

Managing Director
Information Management Network

Sarah Milam

Dechert LLP

Sarah E. Milam advises clients regarding public and private securitizations, warehouse financing facilities and other structured transactions. She has represented originators, issuers, sponsors, lenders and fund managers in the purchase, sale and financing of variety of assets, including unsecured consumer and small business loans, credit card receivables, auto and equipment loans and leases, single-family rental properties, timeshares, solar loans and trade receivables.   Ms. Milam focuses on representing issuers and investors in strategic financing or investment transactions in FinTech and other emerging sectors. She is particularly adept at assisting early- to mid-stage compan ... (view full description)

Morgan Miller


Morgan is an Associate in Citi's Financial Institution Solutions team within Global Spread Products, based in New York. She focuses on regulatory capital and risk management solutions for banks and insurance companies in the U.S., Canada, and Latin America.

Her specialties include structured credit, securitization, and alternative / illiquid assets.

Morgan previously worked in Citi’s Investment Banking division as an analyst in the FIG coverage group where she advised specialty finance and bank clients on a variety of M&A and capital raise transactions. She is a graduate of Lafayette College with a B.A. in Mathematics and Economics.

Adelaide Morphett

Newmarket Capital

Adelaide Morphett represents Newmarket, an alternative asset management firm at the nexus of solutions, impact, and innovation. Newmarket has been a leader in credit risk transfer investments for nearly a decade, with multiple transactions recognized for their impact features. Adelaide specializes in ESG and impact, having contributed to the firm’s approach to ESG architecture, including the use of sustainability data, impact tracking and reporting, and industry engagement through the UN PRI, the Global Impact Investing Network, and UNEP FI.

Pramit Mukherjee

Senior Investment Manager
Legal & General

Pramit Mukherjee is a Senior Investment Manager at Legal and General America, managing their US PRT and Protection portfolios. He leads in-depth research on new asset classes, engaging with prospective investment managers, as well as analyzing and recommending new investment strategies. Previously, he was a Senior Analyst and Portfolio Manager at Converge Re, the reinsurance business of Lightstone Group, where he led investment evaluation, due diligence, and portfolio management. He focuses on alternative credit and real estate investments for insurance portfolios in a capital efficient manner. Prior to Lightstone, he was an analyst and strategist at Goldman Sachs leading thematic equity res ... (view full description)

Louis Musto, Jr.

Director, Risk Consulting

Experienced providing Risk Management, Internal Control Design and Process Evaluation, Internal Audit and Sarbanes-Oxley advisory services with a primary focus on financial service clients. Skilled in process design and assessment, implementing COSO 2013 framework, coordination between client management and external auditors, project management and audit testing.
  • Certified Fraud Examiner (CFE)
  • St. Johns University Alumni

Osnat Naporano

Managing Director, Head of Syndicate
Brean Capital, LLC

Osnat run's Brean's Syndicate desk, and joined Brean Capital in January 2016 . Oz has over 15 years of fixed income experience, with a background in sales, research,and capital markets. Osnat spent 9 years at KBW as an analyst within the Fixed Income Research Group, covering banks, finance, and insurance companies. Osnat has also spent several years on the trading desk selling predominately corporate bonds, preferred, hybrids, and structured products to institutional clients. Osnat has a proven track record in developing new client relationships for institutional investing and has a strategic understanding of financial institutions. Osnat began her career at White Mountain Advisors, an asset ... (view full description)

Eric Neglia

Senior Managing Director, ABS

Eric Neglia is a Senior Managing Director and leads Kroll Bond Rating Agency’s (KBRA) Consumer ABS Group. Eric joined KBRA in 2015 and works across all Consumer ABS transactions, including auto loans and leases, unsecured consumer loans, solar loans, credit card receivables and student loans, as well as small business loans/merchant cash advance ABS.  

Prior to joining KBRA, Eric was head of operational risk management at MasterCard Worldwide and before that spent 15 years at MBIA Insurance Corporation underwriting Consumer ABS transactions.
Eric holds an MBA in finance from New York University.

Paul Nikodem

Managing Director, Head of Securitized Products Research
Nomura Securities International, Inc.

Paul Nikodem is Head of Securitized Products and Agency Mortgage Research, and Head of U.S. Fixed Income Research at Nomura. His key focus areas include CLOs, mortgage credit, and agency MBS. Paul and his team maintain a regular dialogue with numerous fund managers investing in securitized products, frequently speak on panels at industry conferences, and are regularly quoted in the news media. In the Institutional Investor survey, his team was ranked #2 for RMBS research for the past 5 years and #2 for agency MBS research for 6 of the past 8 years. Additionally, his team was ranked #4 for CLO research in 2018. In the Greenwich survey, Paul was ranked as the #1 most helpful Non-Agency R ... (view full description)

Beth O'Brien

Chief Executive Officer

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

Rebecca O'Brien

Clifford Chance US LLP

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

Claire O'Neill

Managing Director, Climate & Energy
World Business Council for Sustainable Development (WBCSD)

Claire O’Neill entered politics in 2007 after a transatlantic career in consulting and finance, initially as a policy advisor to George Osborne, the then Shadow Chancellor and then as the Conservative MP for the Devizes Constituency from 2010 - 2019. She served in several Ministerial positions before becoming Climate Change Minister and then attending the UK Cabinet as Minister for Energy and Clean Growth. Claire wrote and implemented the UK’s Clean Growth Strategy; formed the Green Finance Taskforce; launched the global Powering Past Coal Alliance to end coal-powered electricity generation and negotiated the UK’s Offshore Wind Sector Deal that dramatically dropped the cost of this vit ... (view full description)

Rudy Orman

Director of Correspondent Sales & Product Development
Reliant Bank

Reliant Bank is a publicly traded $3Bn Nashville, TN based bank.  Purchasing Non-QM bank statement loans, Alterative Jumbo, Investor Debt Service and Home Equity Loans.

Rudy has over 30 years of mortgage experience which include creating one of the largest subprime conduits for Household Finance.  Also helped create a mortgage conduit for Goldman Sachs.  Also purchased MSR’s and NPL’s for Carrington,  Marathon Asset Management and American Capital Mortgage Investment.

Alessandro Pagani

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

Alessandro Pagani is a vice president, portfolio manager and head of the mortgage and structured finance team at Loomis, Sayles & Company. He leads the group in developing investment strategies for mortgage pass-through, asset-backed, residential and commercial mortgage-backed securities across all fixed income products. Alessandro also co-manages the firm’s securitized investment strategies. With 23 years of investment industry experience, Alessandro joined Loomis Sayles in 2008 from Cambridge Place Investment Management, a specialty manager of credit sensitive structured securities, where he was co-head of global research and credit. He was also a director of asset-backed s ... (view full description)

George Papadeas

Chief Investment Officer
Eastview Investment Partners

Chaitali Patel

Founder & CEO; Chief Impact Officer
Evergood Impact; 100 Women in Finance

Chaitali Patel is Chief Impact Officer at 100 Women in Finance. Chaitali is a highly reputable social impact, finance, and fintech executive. Prior to joining 100 Women in Finance, she founded Evergood, an ESG, and sustainability consulting firm based in Washington DC. She led the B2B finance arm of Fundation Group, a New York-based financial technology firm as head of Catalyst Solutions. During her banking tenure, she held a variety of senior executive positions at major national financial institutions including the Bank of Hawaii, Zions Bancorp, PNC Bank, and HSBC Holdings. Her fifteen-plus years in the sector included extensive experience with business strategy, product management, bank o ... (view full description)

Mike Peterson


Peter Polanskyj

Managing Director
Sculptor Capital Management Inc

Peter Polanskyj is a Managing Director and Head of U.S. CLO Management with a focus on structuring and origination for Sculptor Capital. Mr. Polanskyj oversees the creation, securitization and optimization of Sculptor-managed CLOs in close consultation with the research and portfolio management teams as part of the Institutional Credit Strategies platform. Prior to joining the Firm in 2008, Mr. Polanskyj held various positions at Morgan Stanley, including roles as a strategist focused on credit, structured credit, equity derivatives and capital structure arbitrage. He also worked as an independent consultant focused on employee stock option valuation and as a Supervising Actuary ... (view full description)

Hari Raghavan

Capital Markets
Airborne Capital

Harish Raghavan

Founder & Chief Executive Officer
Gracie Point

Mr. Raghavan is the Founder, CEO and Board Member of Gracie Point Holdings, LLC. Prior to that, Mr. Raghavan served as Chairman of Concord Capital Management, LLC. Mr. Raghavan served as Global Head, Structured Products and Strategic Solutions Group for UBS’s Investment Bank, working with client coverage, trading, and product groups to create unique hybrid equity capital market products, and to implement proprietary trading strategies. He consummated several ground-breaking transactions, including the first rated bonds backed by life insurance and innovative contingent capital instruments. Prior to UBS, he served as Global Head, New Business / Product Development at Merrill Lynch ... (view full description)

Ian Rasmussen

Senior Director
Fitch Ratings

Ian Rasmussen is a senior director of Fitch's Funds and Asset Management Rating Group responsible for ratings and research in the U.S. on money market funds, closed-end funds, local government investment pools and asset managers. From 2003 to 2008, Ian worked in Fitch's credit policy group, where he supported the corporate, municipal, and structured finance rating groups and conducted research on credit default swaps and structured finance. Ian earned a BS in finance from Southern Utah University and an MBA in finance from Fordham University.

Kareem Robinson

Client Director - Capital Markets

Kareem is an experienced offshore financial services professional with over 20 years of technical and managerial experience in structured and asset finance, trust and company administration, alternative investments and regulatory compliance and oversight. At Ocorian Trust (Cayman) Limited, Kareem oversees the Cayman Islands structured finance team to ensure service excellence, accelerate growth, and find proactive solutions to help clients maximise business and investment performance. Prior to joining Ocorian, Kareem worked for Waystone, where he provided independent director services to a wide range of alternative investment vehicles such as hedge, private equity, private ... (view full description)

Scott Rosen

Ares Management

Scott Rosen Partner New York Mr. Rosen is a Partner in the Ares Credit Group, where he focuses on providing debt and structured equity to partner with the financial services industry (including specialty finance, fund finance, GP solutions, insurance services, insurance carriers, asset and wealth management, broker dealers, payment processing, etc).

Ability to provide partnership investments ranging from $30 million to $1 billion+ across the entire capital structure (rated ABS, warehouse lines, private placements, corporate loans, preferred equity, joint ventures)

Faris Saah

CLO Portfolio Manager
Exos Credit Advisors LLC

Faris Saah has over twenty five years of experience in the traditional and alternative credit industries. He is currently at Exos Financial where he has developed a tech-enabled alternative credit platform including a FinTech CLO. Prior to Exos, Faris consulted with a number of large alternative asset managers in the US, Middle East and China. Prior to this, Faris was MD, Head of Credit Research for the US at Blackstone Credit (GSO) where he served on management committee and chaired the investment committee. Prior to Blackstone, Faris held senior investment and advisory roles at Pequot Capital, Morgan Stanley and JP Morgan. Faris received a BS in industrial engineering from Virginia Tech an ... (view full description)

Greg Saunders

Chief Financial Officer
Ygrene Energy Fund

Greg is the CFO for Ygrene Energy Fund Inc., the leading property assessed clean energy financing (PACE) company in the U.S.  For the prior five years, he was CEO of CleanFund Commercial PACE Capital, Inc., which was recognized as the 7th fastest growing private company in the San Francisco Bay area in 2018 and as an award-winning issuer of PACE-backed securitized notes.  Previously, Greg served as CFO/COO for 6 other specialty finance and technology-oriented firms. Greg holds a B.A. in Economics and Business from Macalester College, and an MBA from Harvard Business School.

Stacey Schacter

President and Chief Executive Officer
Vion Investments

Stacey J. Schacter is the founder and CEO of VION Investments which provides liquidity solutions based on performing and non-performing consumer and commercial cash flowing assets.  Since 1990, Stacey has focused on receivable buying, servicing and collections in the financial services industry, serving as President of OSI Portfolio Services; President, Chief Executive Officer and Chief Legal Officer of EMCC, Inc.; and attorney and advisor to several debt and receivable purchasing firms. Mr. Schacter was a practicing attorney from 1988 to 1999 concentrating in Corporate, Securities, Securities Litigation, Mergers and Acquisitions, Specialized Asset Acquisition, Business Reorganiz ... (view full description)

Steven Schwalb

Angel Oak Lending

Steven is a Partner of Angel Oak Lending. His responsibilities include the development of Angel Oak’s lending and servicing strategic plan, oversight of the origination and servicing platforms, and executing growth opportunities in agency approvals, servicing and securitization.  Steven co-founded Angel Oak Mortgage Solutions, a non-agency wholesale and correspondent mortgage lender, and Angel Oak Home Loans, a residential agency and non-agency retail lender. Under his leadership, Angel Oak Lending has broadened its product mix and now originates over $5 billion of loans annually. Steven has more than 25 years of experience in residential lending.  Prior to joining Angel Oak, he ... (view full description)

Emanuela Scura

Partner, Head of ESG Investment
Lord, Abbett & Co.

Emanuela Scura is Head of ESG Investment at Lord Abbett. In her role, she is responsible for collaborating with the investment professionals to drive the integration of Environmental, Social, and Governance factors in the investment process, amplify the engagement effort, and communicate to the markets served. Ms. Scura joined Lord Abbett in 2007 and was named Partner in 2016. Prior to her current role, she served as Chief Operating Officer – Investments, providing day-to-day leadership across the Investments organization to ensure alignment with strategic priorities. Prior to that she served as the Deputy Director of Global Credit Research. Her previous experience includes serving as ... (view full description)

Evan Shay

Vice President - Fixed Income Analyst
T. Rowe Price

Evan Shay is a securitized credit analyst in the Fixed Income Division. He is a member of the Money Market Credit Policy Committee. Evan also is a vice president of T. Rowe Price Associates, Inc., and T. Rowe Price Group, Inc. Evan’s investment experience began in 2007 when he joined T. Rowe Price, beginning in the Fixed Income Division as an investment-grade corporate credit analyst. Prior to this, Evan was employed by Travelers Companies, Inc., as a commercial surety underwriter. Evan also completed an investment banking internship with Credit Suisse in Sydney, Australia. Evan earned a B.A. in history from Davidson College and an M.B.A. in finance from Washington Un ... (view full description)

Adam Shor

Shor Power

No biography specified

Madison Simm

President of Mortgage Finance
Texas Capital Bank

Madison Simm is an EVP with Texas Capital Bank with a focus on strategic initiatives for the Mortgage Finance division.  Before joining Texas Capital Bank, Madison Simm had executive roles in builds or turn-arounds in the mortgage origination and servicing segments, including Pacific Union Financial (top 5 FHA lender), Aurora Loan Services (Lehman Brothers), and Wells Fargo.  In his 20-year career in mortgage, Madison has driven debt and equity capital raises, M&A transactions, and enterprise technology implementations.  Before being focused on the mortgage industry, Madison was involved in health care finance with Johns Hopkins University and the University of California, San Diego medi ... (view full description)

Rohit Sinha

Executive Director
Nomura Securities International

Rohit Sinha has been a Securitized Products Research Analyst at Nomura since 2013 and his key focus areas are mortgage credit and agency MBS. Rohit is leading the research coverage of the non-agency RMBS sector covering CRT, Non-QM and other products. In the Greenwich survey, the team was ranked #1 as the most helpful research team for RMBS for past 6 years.  Rohit holds a Master of Engineering in Computer Science from Cornell University. Rohit Sinha has been a Securitized Products Research Analyst at Nomura since 2013 and his key focus areas are mortgage credit and agency MBS. Rohit is leading the research coverage of the non-agency RMBS sector covering CRT, Non-QM and other products. ... (view full description)

Greg Slawson

Director of Capital Markets

Greg Slawson is a Director of Capital Markets at GoodLeap based in San Francisco. Greg joined GoodLeap in early 2019 as the 2nd hire in the Capital Markets team, focusing on overall strategy, relationship management, performance analysis, and product development.

Prior to joining GoodLeap, Greg worked in Structured Product Sales for Goldman Sachs in New York.

Paul St. Lawrence

Morgan, Lewis & Bockius LLP

Paul R. St. Lawrence concentrates his practice on complex financing transactions, with a particular emphasis on collateralized loan obligations (CLOs). He also handles securitizations, asset-based finance, and other structured finance and derivative products, and is often called upon by clients for his regulatory advice. Paul represents companies on both the sell-side and buy-side in derivative-based financings, CLOs, esoteric securitizations, and transactions utilizing other complex financial instruments. He also advises on the rights of creditors to exercise remedies in derivative and securities transactions following the insolvency of counterparties. Before joining Morgan Lewi ... (view full description)

Charles Stackhouse

Vice President
InterVest Capital Partners

Mr. Stackhouse is a Vice President of InterVest Capital Partners.  Prior to joining InterVest, formerly, Wafra, he was head of capital markets for HVB Capital, a subsidiary of Hudson Valley Bank, and held similar positions with Mazuma Capital, ICON Capital and Bank of America.  Mr. Stackhouse earned his BA from Connecticut College and received his J.D. from St. John’s University School of Law.

Beth Starr

Managing Director
Truist Securities

Beth Starr heads the Asset Backed Syndicate team at Truist Securities.  Beth has spent over three decades working in the structured finance and securitized credit markets. She began her career in ABS research, for which she was named to the Institutional Investor All America Research team for seven years.  At Lehman Brothers she also ran distribution and capital markets for esoteric and highly structured ABS, MBS and credit derivatives, and was involved in the creation and introduction of many new asset classes, including aircraft ABS, insurance-linked securities, catastrophe bonds, and whole business securitizations.  Beth was most recently at Credit Agricole where she was responsi ... (view full description)

Laura Stern

Nautilus Solar Energy, LLC

Laura E. Stern is the co-CEO of Nautilus Solar Energy, LLC, which she co- founded in 2006. Under her leadership, the company has grown to become one of the leading solar developers and owners in the US. With over twenty-five years of finance, operational and power industry experience, Ms. Stern has sourced, structured and executed over $5 billion of power, energy and infrastructure investments. During her banking career, she specialized in originating and structuring renewable energy financings in the wind, hydro and biomass sectors. Ms. Stern has also sourced and executed senior debt financings for greenfield power development and acquisitions of distressed assets. ... (view full description)

Alexey Surkov

Deloitte & Touche LLP

Alexey Surkov is a Partner at Deloitte where he leads Deloitte’s Model Risk Management practice in the US and globally. Over his more than 20 years with Deloitte Alexey has assisted a number of leading banks, financial services firms, and non-financial corporations in the areas of model risk management, valuation, model validation, and risk management. Alexey’s areas of specialization include modeling of complex equity, foreign exchange, fixed income and credit products, model risk management, and the full range of quantitative and qualitative issues in the fields of valuation and modeling.   Prior to joining the Model Risk Management practice, Alexey worked in Deloitte’s Banking ... (view full description)

Charles Sweet

Morgan, Lewis & Bockius LLP

Charles A. (Charlie) Sweet serves as the practice development leader of the firm’s structured transactions group.  He advises clients on the federal laws and regulations affecting asset-backed securities and other structured finance products, and his securitization experience encompasses a wide variety of asset classes, including automobile loans and leases, student loans, marketplace loans and residential mortgages.  Charlie has worked on many innovative transactions and structures, with sponsors ranging from finance arms of Fortune 500 companies to technology-driven emerging growth companies.  He co-authored the fourth edition of the leading industry treatise, Offerings of Asset-Backed Sec ... (view full description)

Jennifer Thomas

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

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

John Timperio

Dechert LLP

John Timperio is a Dechert partner and co-head of the Dechert Global CLO team, which has not only been ranked one of the most active in the CLO since the market restarted but also one of the most distinguished in terms of industry awards for best CLO law firm. Mr. Timperio has over 25 years of experience working with some of the world’s largest asset managers and investment banks on various types of structured finance solutions, including CLOs and structured loan facilities. He is also actively involved in creating various permanent capital solutions for various of the firm’s 45 plus asset manager clients who currently manage CLOs, including US and EU risk retention compliant ... (view full description)

Alan Todd

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

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

Phil Toth

Managing Director

Harris Trifon

Managing Director, Portfolio Manager
Lord Abbett

Harris Trifon is responsible for contributing to the management for the firm’s taxable-fixed income strategies with a focus on real estate debt. Mr. Trifon joined Lord Abbett in 2021. His previous experience includes serving as Co-Head of Mortgage and Consumer Credit at Western Asset Management; Director of Fixed Income Research, Global Head of CRE Debt at Deutsche Bank; and Director of Structured Finance at Standard & Poors. He has worked in the financial services industry since 2000. Mr. Trifon is on the boards of the Commercial Real Estate Finance Council and the University of Florida’s Bergstrom Center for Real Estate, and was voted on ... (view full description)

Charles Trombley

Credit Suisse

Charles Trombley is a Director on the Mortgage Finance team at Credit Suisse. Charles focuses on the financing and securitization of newly originated, seasoned re-performing, and non-performing residential mortgage loans, as well as credit risk transfer transactions for mortgage insurers and the GSEs.

Prior to joining Credit Suisse, Charles held a variety of quantitative roles at Freddie Mac, and was a key member of the STACR credit risk transfer team.

James Vergara

Chief Operating Officer
Home Run Financing

James Vergara is the chief operating officer and chief investment officer of Home Run Financing where he manages the lending company's underwriting, servicing and collection fuctions and is responsible for the Firm's funding, financing, investment and securitization efforts.  Home Run Financing rebranded in 2021 as part of the launch of their consumer loan products to be offered along along-side their residential PACE product to offer a one-stop-shop to their customers.   As PACEfunding, the company has completed four rated securizations of residential PACE assets under his stewardship.  Before joining Home Run, he established the SprucePACE program at Spruce Finance and while at Deutsche Ba ... (view full description)

Fred Wang

Co-Founder/ Portfolio Manager
Hudson Cove Capital Management

Fred Wang co-founded the Fund in July 2009. Previously, Mr. Wang worked at Merrill Lynch & Co., Inc. from September 2006 and was most recently a senior portfolio manager in its non-mortgage ABS principal investments group. While at Merrill Lynch, Mr. Wang focused on investing in the consumer and commercial ABS sectors as well as structuring and executing asset based lending transactions. Prior to Merrill Lynch, Mr. Wang worked at Goldman Sachs from 2000 to 2006 in the Investment Management Division and more recently in the Special Situations Group, the principal investing arm within the Fixed Income Division. There, Mr. Wang specialized in purchasing distressed pools of consumer, commerc ... (view full description)

Scott Waterstredt

Managing Director
MetLife Investment Management

Scott joined MetLife, Inc. in 2009 and oversees MetLife’s strategies in Alternative Assets, Residential Whole Loans and Private Structured Credit. He is also responsible for integrating ESG efforts across MetLife Investment Management.  Previously, Scott was the co-head of MetLife’s structured finance group and ran residential mortgages.  Prior to MetLife, he held positions at Capital One in product strategy and served as a Captain in the US Army. He holds an M.B.A. from The Tuck School of Business at Dartmouth and graduated Cum Laude from the University of Notre Dame with a B.A. in Economics.  He holds the CFA designation.

Chuck Weilamann

Chief Credit Officer
DBRS Morningstar

As chief credit officer at DBRS Morningstar, Chuck Weilamann oversees global credit standards. He also manages the cash flow analytics team for U.S. and European asset-backed securities (ABS) and residential mortgage backed securities (RMBS). He was previously a managing director and head of U.S. ABS at DBRS, providing credit ratings for U.S. structured finance transactions in the consumer, commercial, and esoteric asset-backed sectors. Chuck has more than 20 years of experience in finance. He cofounded WoodLake Advisors, LLC, an independent financial advisor focused on providing advisory services to clients in infrastructure, securitization, leasing, and project finance. Before ... (view full description)

Jeff Weiss

Executive Chairman
Distributed Sun

Jeff Weiss co-founded Distributed Sun in 2009 and is Executive Chairman. Distributed Sun, a leading U.S. solar operator, large US Community Solar developer, and has built community, commercial, industrial, and utility scale projects in fifteen states. Jeff leads capital formation, business development and relationships, strategy and governance. An early digital media and commerce entrepreneur, Jeff led companies in renewable energy, cyber and physical security, intelligence and corporate fraud mitigation, mission preparedness and training, software development, and transformational management. Companies include Picture Network International (sold to Kodak in 1997), CDx (Cer ... (view full description)

Michael Weisz

Founder, President

Michael Weisz is the Founder and President of YieldStreet. Michael is responsible for YieldStreet’s investment strategy and originator network and has overseen $900M in transactions over his career.Michael began his career at a $1.2 billion New York based credit fund, working his way to Vice President before co-founding his own fund in 2013. During his 10 years on the institutional side of the business, he grew frustrated that access to superior wealth creation opportunities was not accessible to individual investors. In 2015, he teamed with Milind Mehere to create YieldStreet.When not working late you can find Michael spending time with wife and three kids or hosting dinners at his home in ... (view full description)

Thomas Wipf

Vice Chairman of Institutional Securities; Chair
Morgan Stanley | ARRC

Tom is responsible for Morgan Stanley’s transition efforts to alternative reference rates to replace LIBOR through the firm’s Global LIBOR Transition Steering Committee. This group, spanning ISG, Wealth Management and Investment Management, will ensure that all businesses and infrastructure organizations have a consistent set of Firm-level guidelines, their own transition plans and accountability for transition readiness before year-end 2021. Tom most recently led the firm’s Global Business Continuity Management Organization. He is a member of the firm’s Securities Operating Committee, Risk Management Committee and Asset/ Liability Management Committee. Prior to being ... (view full description)

Josh Woodward

Chief Financial Officer
Lima One Capital

As CFO, Josh manages all aspects of the firm’s liquidity, capital planning, and financial reporting. Josh is responsible for the company’s loan servicing and product development activities. He played an integral role in the design and implementation of the Rental30 investor loan program and continues to drive product and capital strategy across the firm. Prior to joining Lima One Capital, Josh worked for Bank of America’s Enterprise Capital Management Group, where he evaluated and advised on the impact of capital regulations on lines of business across the franchise. He held additional corporate finance roles at Bank of America, including positions in Retail Distribution and Supp ... (view full description)

Kishore Yalamanchili

Managing Director
NewOak Asset Management

Kishore is an investment professional with extensive experience in fixed income portfolio management, trading and research. He is currently a Managing Director at NewOak Asset Management, leading the effort to build an alternative asset management business. Before NewOak,  he was a Senior Vice Presient at Prudential Insurance’s Portfolio Strategy group from 2015 to 2020. Before Prudential, Kishore was Senior Portfolio Manager and Head of Securitized Assets Research at Karya Capital Management, a macro hedge fund, from 2012 to 2015. Prior to Karya, Kishore served as Managing Director an ... (view full description)

Stephanie Yeh

Managing Director
Kohlberg Kravis and Roberts (KKR)

Stephanie Yeh (New York) joined KKR in 2021 as a Managing Director on the Credit team. She is responsible for co-leading sourcing and originating opportunities for private credit and asset-based investments in the U.S. Prior to joining KKR, Ms. Yeh was at Credit Suisse, where she was a managing director and head of early stage financing. Previously, Ms. Yeh was a vice president in the structured finance group at Goldman Sachs & Co. Ms. Yeh holds a B.S. in Electrical Engineering and Computer Science from The Massachusetts Institute of Technology.

Bill Yialamas

Chief Financial Officer

Alice Yurke

Dentons US LLP

David Zhang

Managing Director

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

Joy Zhang

Executive Director

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

Jason Ziegler

Managing Director
CIFC Asset Management

William van Hertsen

Founder & CEO
New Debt Exchange

Will is the Founder and CEO of New Debt Exchange. New Debt Exchange offers a connectivity system for dealers, bondholders and debt issuers, to foster secondary liquidity and the efficiency of bondholder communications. Prior to launching New Debt Exchange, Will was a trader in the Structured Financing, Investing and Lending group at Goldman Sachs. There, he built a dedicated lending business providing secured Risk Retention financing to CLO, CMBS and Student Loan ABS originators, worked on long-term secured financing transactions globally with institutional counterparties, and participated in the structuring, underwriting, and distribution of esoteric structured products. ... (view full description)

Jerry van Koolbergen

Managing Director, Structured Credit
DBRS Morningstar

Jerry van Koolbergen is the Managing Director responsible for Structured Credit at DBRS Morningstar. In this role, he oversees US and European teams rating CLOs, CLO warehouses, direct origination funds, leveraged loan funds, CFOs of private equity, SME CLOs, CLNs, ABCP, trade receivables, subscription loans, special projects and surveillance. He also is jointly responsible for middle market corporate ratings, oversees corporate credit estimates and new product development. Mr. van Koolbergen joined DBRS Morningstar in 2008. Prior to DBRS Morningstar, Mr. van Koolbergen was an Executive Director for Morgan Stanley in 2006, and a Vice President for JPMorgan from 1998-2006 r ... (view full description)
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Event Contacts for 27th Annual ABS East Conference


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*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.

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

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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