Stephen Anderberg

Managing Director, Structured Finance
S&P Global Ratings

Stephen Anderberg is a managing director and sector lead in Structured Finance at S&P Global Ratings. Before becoming a sector lead, he was responsible for teams rating different types of structured finance transactions. These include collateralized loan obligations (CLOs), commercial mortgage-backed securities (CMBS), and esoteric asset-backed securities (ABS) backed by a diverse array of assets including aircraft, container, and railcar leases; small business and timeshare loans; and others including tobacco settlement funds, intellectual property rights and renewable energy leases/loans.   Steve has held various leadership positions within S&P Global Ratings, building ... (view full description)

Kinnary Armstrong

Executive Director
Mizuho Americas

Kinnary Armstrong is an Executive Director at Mizuho Securities, within the Securitized Products Origination team. She leads Mizuho Americas’ efforts to provide warehouse lending to the transportation, esoteric and non-traditional asset classes, including warehouse lending, backstop liquidity lines, and other forms of securitized lending facilities to complement the firm’s esoteric secured capital markets capabilities. Prior to joining Mizuho in 2015, Kinnary worked at Credit Agricole CIB within the Transportation Group in the Americas, originating and executing debt financings for airlines, aircraft lessors, and railcar lessors across both commercial bank financings and capital markets exec ... (view full description)

Rohit Arora

Chief Executive Officer & Co-Founder
Biz2Credit

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)

Mahesh Assomull

Director
MUFG

Mr. Assomull joined MUFG in December 2018 and is a senior banker and structurer on the CLO Origination and Warehousing team within the Securitized Products Group. In this role, he is responsible for originating, structuring, marketing, and executing Infrastructure/Project Finance CLOs, CRE CLOs, and BSL CLOs. Mr. Assomull is involved in all aspects of the CLO deal lifecycle, including asset targeting, warehouse surveillance, liability structuring, rating agencies, investor information requests, pitch books, and document review and negotiation. Prior to joining MUFG, Mr. Assomull spent 10 years at National Australia Bank across securitization and fund finance, where he most recently worked on ... (view full description)

Xavier Auge

Executive Director
Mizuho Americas

Xavier Augé is an Executive Director in the Structured Credit Group focused on esoteric ABS.  With over 15 years of experience in the sector, Xavier has led the origination, structuring, modelling and distribution of many of the recent innovations pioneered by the SCG team in aircraft, container ABS and project bond deals including the US $3.2BN & BRL 2.4BN Rio Oil Royalty Securitization. Xavier has structured some landmark transactions across debt and equity: Xavier led all marine container portfolio sale to date and was instrumental in the development of aircraft portfolio sales with over 10 portfolio sales). Xavier has brought several first time issuers to the market across different ... (view full description)

Yezdan Badrakhan

Managing Director, Head of Non-Flow ABS
MUFG

Mr. Badrakhan joined MUFG in March 2022 as Managing Director and Head of U.S. Esoteric Asset Backed Securities. He is responsible for continuing to grow MUFG’s non-flow ABS business, extending the firm’s reach to new asset classes, and building upon its market-leading ABS underwriting platform. Mr. Badrakhan brings more than 14 years of structured finance experience as a banker, lender, and portfolio manager to a variety of esoteric asset classes. He joins MUFG from Morgan Stanley, where he was responsible for establishing the firm’s transportation and ESG Structured Products Capital Markets businesses. Prior to Morgan Stanley, Mr. Badrakhan held positions at Wells Fargo and Guggenheim Partn ... (view full description)

Lauren Basmadjian

Managing Director, Co-Head of Liquid Credit and Head of US Loans & Structured Credit
The Carlyle Group

Lauren Basmadjian is a Managing Director, Co-Head of Liquid Credit and Head of US Loans & Structured Credit within Carlyle’s Global Credit platform. She is based in New York and sits on the Investment Committees for all of Carlyle's US Loan and CLO investing activities. Ms. Basmadjian joined the Carlyle Group in 2020 after 19 years at Octagon Credit Investors, where she was a Senior Portfolio Manager and member of the Investment Committee. Prior to becoming a Portfolio Manager, Ms. Basmadjian managed Octagon's workout efforts and also oversaw the leisure & entertainment, retail, consumer products, business services, food & beverage and technology industries. Before joining ... (view full description)

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)

Isaac Boltansky

Director of Policy Research
BTIG

As the Policy Analyst for Compass Point Research & Trading, LLC, Mr. Boltanksy focuses his efforts on Washington Policy and the resulting impact on financial services companies with a particular focus on Dodd-Frank implementation, the Consumer Financial Protection Bureau, for-profit education and tax policy. Prior to joining Compass Point, Mr. Boltanksy was a Research Analyst at the Troubled Asset Relief Program (TARP) Congressional Oversight Panel. While at TARP Congressional Oversight Panel, he focused on the largest TARP recipients as well as broader economic issues such as bank lending and commercial real estate. He was also responsible for staff level relationships with government a ... (view full description)

David Bondy

Managing Director
Natixis

Mr Bondy is responsible for the US ABS banking team at Natixis and has been . in securitization since1990. He has deal experience with a wide variety of asset classes for execution in the bank and capital markets, frequently involving issuers/sponsors who are specialty finance companies, credit hedge funds or private equity portfolio companies. He focuses primarily on off-the-run asset classes involving both commercial and consumer receivables. Prior to joining Natixis in 2003, Mr Bondy worked in the securitization groups of CIBC World Markets, Deutsche Bank Securities, Nomura Securities and Citicorp Securities. Mr Bondy has an MBA from New York University’s Stern School of Business and a BA ... (view full description)

Michael Bright

Chief Executive Officer
Structured Finance Association

Michael R. Bright joined the Structured Finance Association in January 2019 as CEO, where he oversees the vision, strategy, convening, and advocacy work of the Structured Finance Association and its thousands of members in the securitization industry. Prior to joining the Structured Finance Association, Michael was the EVP and Chief Operating Officer of the Government National Mortgage Association, or Ginnie Mae. As COO he managed all operations for Ginnie Mae’s $2.0 trillion portfolio of mortgage-backed securities (MBS). In this capacity, and as the Acting President, Michael oversaw the fulfillment of Ginnie Mae’s core mission – connecting global bond investors with domestic mortgage ... (view full description)

Nicole Bright

Associate
Paul Hastings

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)

Jason Brown

Partner
Victory Park Capital

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)

Paul Burke

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

Paul Burke is Head of Agency and Trust Sales for North America, at Citibank, N.A. His team is a market –leading trustee in the structured finance industry, across all major asset classes, including CLOs, RMBS, CMBS and Esoteric ABS. In his twenty-five years in the field of asset-backed securities, Paul has worked on a wide variety of domestic U.S. and international securitizations of assets, including auto loans, credit cards, bank loans, corporate bonds, export contract receivables, aircraft leases, airline ticket receivables, trade receivables and mortgages. Paul is a member of the Trustee Committee of the SFIG, having also served for several years the Co-Chair of t ... (view full description)

Anatoly Burman

Founder, CIO & CTO
Varda Re

Anatoly has over 35 years of experience in analyzing, structuring, assessing  ALM suitability, trading securities and managing portfolios for insurance  companies and institutional investors. Prior to cofounding Citius, Anatoly founded the Structured Products Group at  Aladdin Capital in early 2005, managing $13bn of structured product assets, at  its peak, across Structured Product CDOs, hedge funds, separate and  proprietary accounts and an ABCP conduit. Prior to joining Aladdin, Anatoly  was a Vice-President/Senior Portfolio Manager at SunAmerica/AIG Insurance  company, managing over $40bn of investments in asset-backed, mortgage-  backed securities and other structured assets, acro ... (view full description)

David Burt

Founder & Chief Executive Officer
Delta Terra Capital

David Burt, CFA is Founder and CEO of DeltaTerra Capital. David has spent more than 20 years applying his imagination, synthesis talents, and quantitative skills to help institutional investors get the most out of their real estate and structured finance investments. Before founding DeltaTerra, David was a Partner and Portfolio Manager at Wellington Management Company. Prior to Wellington, he built investment processes at BlueMountain Capital, AlderTree Capital (a 2006 startup he founded to bet against the mortgage credit bubble), BlackRock Financial Management, and State Street Research and Management. He began his career as a Real Estate Economist at Property & P ... (view full description)

Skip Carlson

Head of Growth – Blockchain and Digital Assets
RSM US LLP

Skip is Head of Growth of RSM’s Blockchain and Digital Asset practice. He has been heavily involved in the blockchain industry since 2016 and has over 10 years of experience in technology consulting.

Olga Chernova

Chief Investment Officer
Sancus Capital Management

Ms. Chernova is the Founder and CIO of Sancus Capital Management. She launched the management company and Sancus Capital Select Master fund in August of 2009 securing a “seed deal” from Citigroup’s Fund of Fund business. Ms. Chernova has been involved in the credit derivatives market since its inception in 1999, trading single name CDS, CDX Indices, tranches and options, as well as developing credit event settlement protocols at the early stages of the market. Prior to Sancus, Ms. Chernova was a Managing Director at JPMorgan, serving as Head of North American Credit and Structured Credit for the Proprietary Positioning Business from 2007 to 2009. At JPMorgan, Ms. Chernova gu ... (view full description)

Nelson Chu

Founder & CEO
Percent

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."

Selma Cilka

Managing Director
Vibrant Capital Partners

Ms. Cilka is the co-Chief Risk Officer and works closely with the Chief Risk Officer to oversee and implement risk management across Vibrant Capital Partners' platform. Ms. Cilka has 26 years of experience in portfolio and risk management, with the last 14 years focused on structured credit. She joined Vibrant Capital in early 2007, shortly after the firm was founded. Until October 2020, she had been responsible for investments and portfolio management for various structured credit mandates. Previously, Ms. Cilka spent 10 years at HVB Group, where she worked in the controlling group responsible for credit and market risks of all business units of the bank. In 2006, she joined HVB's Active Cr ... (view full description)

Matt Clarkin

Senior Vice President
U.S. Bank

Matthew has more than 14 years of experience in the investment servicing industry, primarily in custodian product management and relationship management roles. He joined U.S. Bank in 2010 after our acquisition of Bank of America’s corporate trust department. In his current role, Matthew serves as the product manager for U.S. Bank Middle Office Solutions, our outsourcing offering for bank loan managers. Previously, he has served in leadership roles in government loan guarantee program assignments and was the business line’s subject matter expert on distressed ABS CDO liquidations following the financial crisis. Matthew is located in Chicago, Illinois. Matthew earned a ... (view full description)

Patrick Collins

Vice President
Goldman Sachs

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)

Merryn Craske

Partner
Morgan, Lewis & Bockius LLP

Merryn Craske advises banks, originators, alternative investment funds, private equity firms, and other market participants in relation to securitization and structured finance transactions in a range of asset classes. These include trade receivables, dealer floorplan receivables, auto loans and leases, equipment leases, shipping receivables, energy-related receivables, residential mortgages, commercial mortgages, consumer loans, student loans, and insurance premium loans. In addition, Merryn has experience of advising in relation to a number of asset-backed commercial paper and commercial paper programs. She also frequently advises clients on the EU and UK Securitisation Regulations and rel ... (view full description)

Michael Cunningham

Senior Managing Director
Cantor Fitzgerald

Michael Cunningham is the co-head of the Structured Product Banking Group at Cantor Fitzgerald where he oversees origination, structuring and execution of all structured product banking efforts across consumer and commercial assets.  Prior to joining, Mr. Cunningham was a managing director at Lone Star Funds, a global private equity fund with particular focus on residential credit assets.  At Lone Star, he oversaw the non-QM effort and developed the COLT securitization program.  Mr. Cunningham was previously an associate at Thacher, Proffitt & Wood LLP primarily focused on asset backed securities, RMBS and CMBS.  Mr. Cunningham graduated from Marist College with a BA in Histo ... (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)

Luisa De Gaetano

Associate Managing Director
Moody's Investors Service

Luisa De Gaetano heads the US RMBS New Ratings team in the Structured Finance Group at Moody’s Investors Service. The RMBS team assigns new ratings to transactions in several sectors including prime jumbo, credit-risk transfer, re-performing, single-family rental, and reverse mortgages. In addition, Luisa also heads the team that publishes assessments on ability and stability of originators and servicers. Luisa is also an editor of the monthly newsletter ResiLandscape, which focuses on credit risk in the RMBS market.   Luisa joined Moody’s in 2005, and previously managed new ratings and surveillance teams across all ABS sectors - credit cards, student loans, a ... (view full description)

Conrad DeQuadros

Senior Economic Advisor
Brean Capital, LLC

Chris DiAngelo

Partner
Katten Muchin Rosenman LLP

Chris DiAngelo is managing partner of Katten's New York office and a member of the firm's Board of Directors and Executive Committee. He focuses his practice on structured finance and securitization matters. Chris represents a variety of clients, including issuers, lenders, underwriters and bond insurers, in a wide range of programs and projects involving asset-backed debt, municipal debt, straight corporate debt and equity, warehouse lines, regulatory matters and acquisitions.   Chris's clients describe him as a "significant market player" and say "He has the ability to zero in on the legal and business issues, explain them and then find an appropriate solution," according to  ... (view full description)

Jim Dowd

Managing Director
Amherst Pierpont

Prior to joining Amherst in 2011, Mr. Dowd worked at BMO Capital Markets in the US Securitization Group. From 2003 to 2006, Mr. Dowd was a member of the Securitization Group at Deloitte. He has a BS in finance and history from the University of Notre Dame and an MBA from the University of Chicago Booth School of Business.

Joe Ehrlich

National Practice Leader
Brown & Brown

Joe Ehrlich serves as Brown & Brown’s National Practice Leader for Private Equity, Family Office and M&A. Joe has experience identifying, structuring and providing insurance products and solutions for private equity firms, family offices and other investors, individuals and companies. Prior to joining Brown & Brown, Joe was the President of the Owens Group, where he primarily focused on private equity, family office and M&A insurance solutions. Prior to joining the Owens Group, Joe practiced corporate private equity and M&A law at O’Melveny & Myers LLP and its predecessor, O’Sullivan Graev & Karabell LLP. ... (view full description)

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
KKR

Jayme Fagas

Global Head, Valuations & Transparency
LSEG

Mary Beth Fisher

Managing Director, Senior Investment Strategist
Amherst Pierpont

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

Mark Fontanilla

Founder
Mark Fontanilla & Company, LLC

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

Nathan Gabig

Partner
KPMG LLP

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)

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.

Julie Gillespie

Partner
Mayer Brown LLP

Julie Gillespie is a partner in the Chicago Office of Mayer Brown and is a member of the firm’s Partnership Board.  She has extensive experience representing commercial banks, ABCP conduits,  originators, sponsors and investors in structuring, negotiating and documenting asset-backed and other structured finance transactions.  Her experience has involved the securitization of credit card receivables, personal loans, auto loans and leases, fleet leases, FFELP and private student loans, and auto and equipment dealer floorplan receivables, as well as synthetic risk transfers.  Julie’s areas of expertise include master trust and other revolving ... (view full description)

Martin Gitlin

Counsel
Clean Energy Counsel

Brandon Grant

Executive Director
Mizuho Americas

Brandon Grant is an Executive Director at Mizuho in its Securitization Products Origination group. Brandon is an original member of the bank’s ABS Capital Markets platform, having joined Mizuho in 2012. In his capacity as Executive Director on the team, Brandon is responsible for the coverage of many of the group’s clients spanning the auto, credit card, student loan, and consumer loan sectors, among others. Brandon has extensive experience in the structuring, marketing, and execution processes for primary consumer ABS offerings and has worked on all of the bank’s ABS transactions to date. Brandon has an MSc in Finance from the London School of Economics (top distinction) and a BBA from the ... (view full description)

Pratik Gupta

Head of CLO and RMBS Strategy
Bank of America

Pratik Gupta is a Director and head of CLO and RMBS Strategy. Gupta and his team are responsible for covering trends in mortgage credit and its securitized market in the US and publishing their views on relative-value across sub-sectors and focal risk points for investors, as well as highlighting issues around governing documents and ongoing court cases. Gupta is also responsible for covering the CLO market, focusing on underlying CLO manager behavior, trends in the underlying leveraged loan asset class, relative value and performance trends. Regular research publications include Non-Agency Alert, Non-Agency MBS Weekly, CLO Alert, and CLO ... (view full description)

Jason Guss

Chief Executive Officer
Octane Lending

Octane Lending is a point of sale financing platform focused on the recreational and agricultural markets. We originatee secured consumer motorcycle, ATV, UTV, mower, and tractor loans in the near-prime (550-699 650 average) and prime markets (675+ 745 average).  

Eric Hagen

Director
BTIG

Eric Hagen is a Director and BTIG Mortgage and Specialty Finance Analyst. Prior to BTIG, he spent six years at KBW, where he published research on mortgage and specialty finance companies and was a Director most recently. Previously, Mr. Hagen was an Analyst at the U.S. Department of the Treasury. He earned a BBA in finance from George Washington University, and a master’s degree in real estate finance from Georgetown University. Mr. Hagen is also a CFA charterholder.

Deirdre Harrington

Senior Managing Director
Cantor Fitzgerald

Deirdre Harrington is the co-head of the Structured Product Banking Group at Cantor Fitzgerald where she oversees origination, structuring and execution of all structured product banking efforts across consumer and commercial assets.  Prior to joining Cantor, Ms. Harrington was a Director at Credit Suisse, focused on financing and securitization of all residential mortgage products, leading to #1 RMBS market share.  Ms. Harrington started her career at Bear Stearns and holds a BBA from Loyola University Maryland.

Matthew Hays

Partner
Latham & Watkins

Matthew R. Hays, a partner in Latham’s Finance Department, primarily advises on structured finance transactions. Mr. Hays has considerable experience with matters across a broad range of asset classes relating to structured finance transactions, warehouse facilities, asset sale and forward flow transactions, as well as public and private securitization transactions. He represents clients in numerous industries such as automotive finance, banking, technology, and manufacturing. Mr. Hays regularly provides insight on issues related to LIBOR transition and issues affecting the fintech and marketplace lending industry at conferences around the country, including ABS East, LendIt Fintech USA, SFV ... (view full description)

Hylton Heard

Senior Vice President, U.S. Structured Credit
DBRS Morningstar

Hylton Heard is a Senior Vice President at DBRS Morningstar rating agency responsible for Aviation Asset-Backed Securities (ABS) and Secured Debt ratings globally. Hylton joined DBRS Morningstar in May 2022, following nearly 20 years at Fitch Ratings in New York City where he worked in the Global Cross Sector and ABS teams as a senior director from November 2002-April 2022. At Fitch, he managed and was head of Fitch’s consumer/commercial ABS for global aviation, and North American auto ABS team including auto loan and lease (co-head), along with dealer floorplan and rental car (head) asset classes in the US and Canada. Previously, Hylton was a management associate at ICON Capital Corp. in Ne ... (view full description)

Brian Herr

Managing Director, Board Member
Exos Financial, FIIN

Brian Herr is a Managing Director at Exos Financial.  Exos was founded by Brady Dougan around the thesis to disintermediate investment banking and asset management by leveraging technology and greater transparency. Previously, Brian was Chief Investment Officer of Medalist Partners, Co-Head of Structured Credit & Asset Finance, Partner and Co-Portfolio Manager for the Funds. Prior to forming Medalist, Mr. Herr co-founded and led the Structured Credit and Asset Finance business within Candlewood Investment Group, LP. Prior to joining Candlewood, Mr. Herr worked at Credit Suisse as a portfolio manager within their structured credit effort.  Prior to that, Mr. Herr worked for t ... (view full description)

Greg Hertrich

Managing Director
Nomura

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

Sean Hinze

Senior Vice President, Portfolio Manager
PIMCO

Dale Hoops

Chief Risk Officer
Fidem Financial

Dale has over 22 years of experience within the financial services industry, within Enterprise Risk Management, stress testing and economic analysis, fraud strategies and policy, collections strategies and policy, and credit and product strategies and policy.  She has held senior positions at Predictive Analytics Group, Bank of America, Citi, and MBNA America.  Dale is a financial services executive with over 22 years’ experience in portfolio risk management, loss forecasts and valuations, credit underwriting, collections, risk detection and fraud. Prior to Predicative Analytics Group, she was the executive responsible for fraud and credit risk management for Bank of ... (view full description)

Susan Hosterman

Senior Director, North American RMBS and Covered Bonds
Fitch Ratings

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

Eric Hudson

Senior Managing Director
Kroll Bond Rating Agency

Eric Hudson is a Senior Managing Director at Kroll Bond Rating Agency (KBRA), with a focus on CLOs, CDOs, and warehouse financing transactions. Eric joined KBRA after 11 years at Standard & Poor’s (now S&P Global Ratings), where he held various roles within the company’s structured finance ratings practice. Most recently, he was a senior director and analytical manager for S&P’s U.S. Structured Credit Group, where he led the team that was responsible for assignin ... (view full description)

Kevin Humphrey

Managing Director, Trade Credit & Political Risk
Brown & Brown

With more than 25 years of experience in credit risk and finance solutions, Kevin currently serves as Managing Director, Trade Credit & Political Risk. He is responsible for the design and execution of credit management programs for mid-market through corporate customers. Kevin specializes in credit risk solutions for complex organizations. Prior to joining Brown & Brown, Kevin spent 20 years with Arthur J. Gallagher and Wells Fargo Insurance Services as Vice President of Trade Credit & Political Risk. Prior to Wells Fargo, Kevin spent two years with eCredible, a subsidiary of Dutch credit insurer NCM, developing e-commerce credit insurance applications. Prior to NCM, Kevin ... (view full description)

Jamie Hutson

Chief Investment Officer
DSD Renewables

Cameron Jones

Director, Regulatory Compliance Leader
RSM US LLP

Cameron works in RSM's financial crime and consumer protection practice. He is national lead for specialty finance and assesses and develops strategic regulatory compliance programs impacting industry operations and economics. Cam has 30 years of experience working with financial organizations, government and law enforcement, as well as application/platform software development. He applies analytic methodologies with intelligent automation to business and consumer environments. His notable experience includes: Implementation of AML/BSA and fraud monitoring platforms to align operations and regulatory requirements with technology solutions for clients w ... (view full description)

Praveen Joseph

Head of US Securitized Credit Investments
International Finance Corporation

Jack Kahan

Senior Managing Director, RMBS
KBRA

Jack Kahan is a Senior Managing Director and Head of the Residential MBS Group at Kroll Bond Rating Agency (KBRA). Jack has over a decade of experience in RMBS ratings, covering RMBS asset types from prime to non-prime, qualified mortgages (QM) and non-QM, legacy assets (RPL/NPL), and esoteric assets such as reverse mortgage, mortgage servicing rights, and servicer advance. He also serves as the Residential MBS Group’s model owner for a default and loss model.   Prior to joining KBRA, Jack worked in the U.S. RMBS Group at Standard & Poor’s (now S&P Global Ratings), most recently as a director and analytical manager, responsible for newly issued ratings. P ... (view full description)

Jake Katz

Director, Head of Non-Agency RMBS Research & Data Science
LSEG

Jake leads the Non-Agency RMBS research and modeling group for Yield Book as well as data science and ESG research for securitized products initiatives globally. He is a residential mortgage performance modeling expert with over 20 years of experience. Jake is responsible for collateral performance models including Subprime, Alt-A, Legacy Jumbo, Re-performing, CRT, MI-CRT, Jumbo near Prime, Non-QM, and UK RMBS sectors among others. Prior to joining Yield Book, Jake was the Head of Analytics at Laurel Road where he directed collateral performance modeling for ABS loans and quantitative investment strategy for the firm. Jake has worked in modeling and trading roles in Non-Agency RMBS and ... (view full description)

Asif Khan

Managing Director, Global Head of CLOs
MUFG

Mr. Khan is the Global Head of CLO’s at MUFG Securities. Previously, he led global distribution business for structured credit products at Morgan Stanley, Goldman Sachs, Wachovia and Credit Suisse. Mr. Khan has over 16 years of experience in sales, marketing, trading and structuring of fixed income securities, with a particular focus on Securitized Products and Emerging Markets. He has also spent two years on the buy-side investing in structured credit instruments. He started his career at Salomon Brothers in New York in Emerging Markets Fixed Income Research. Mr. Khan holds an M.B.A. from William E. Simon School at University of Rochester and Bachelor of Business Administration, Magna Cum L ... (view full description)

Michael Khankin

Head of RMBS Research
Barclays

Steven T. Kolyer

Partner
Sidley Austin LLP

STEVEN T. KOLYER is a partner in the Global Finance Group in the firm’s New York office. He has broad experience in securitizations, structured credit products, investment fund formations and conventional securities offerings, focusing on CLOs/CDOs and related financings in the corporate, real estate and infrastructure sectors. Steven is experienced in conventional capital markets and commercial lending and credit transactions and in credit-linked and other derivative products. Steven's experience over the years has been highlighted by transactions involving innovation and structured solutions in the capital markets. He played a lead role in the development of a number of ... (view full description)

Sagar Kongettira

Managing Director, US RMBS
DBRS Morningstar

Sagar Kongettira is a Managing Director in the U.S. Structured Finance ratings team at DBRS Morningstar. He is the sector lead for the credit risk transfer asset classes which include GSE CRTs and MILNs. Sagar is also responsible for criteria development and research efforts for various RMBS asset classes. Sagar joined DBRS in 2006 and, prior to that, he worked at JPMorgan Chase. Sagar holds an MBA in finance.

Youriy Koudinov

Senior Vice President
DBRS Morningstar

Youriy Koudinov, CFA, is a senior vice president for residential mortgage-backed securities ratings at Morningstar Credit Ratings, LLC. Prior to joining Morningstar, Youriy was a vice president and senior credit officer at Moody’s Investors Service, where his responsibilities included research, RMBS monitoring, and investor outreach. Prior to joining Moody’s, Youriy worked at TIAA-CREF as the director of fixed income research in the global public markets. In this capacity, he focused on Non-Agency RMBS and oversaw securitized products research across RMBS, commercial mortgage-backed securities, collateralized loan obligations, and consumer and esoteric asset-backed securities. Yo ... (view full description)

Bali Kumar

Chief Operating Officer
Pace Loan Group

Bali is the Chief Operating Officer of PACE Loan Group (PLG). Prior to joining PLG, he served as the CEO of Lean & Green Michigan, the PACE program in Michigan, and developed the Michigan PACE program into one of the nation's strongest PACE programs. His experience also includes serving as a management consultant at Deloitte, a transactional attorney at Proskauer, and the Executive Director of Michigan’s Wayne County Land Bank. Bali graduated with a B.A. from Brown University, a M.Sc. from the London School of Economics, and a J.D. from Berkeley Law. He is a member of the NY and CA bar.
 
 

Pat LaVecchia

CEO and Co-Chairman
Oasis Pro Markets LLC

Pat is CEO of Oasis Pro Markets LLC,  the first US-regulated alternative trading system (“ATS”) authorized to allow its Subscribers to trade digital (“blockchain”) securities and make payment for those digital securities in digital cash.  Over his 30 year career, he has led capital markets teams and spearheaded the financing, acquisition and/or sale of well over 150 companies involving transactions comprising of over $20 billion across a variety of industries including  technology, fintech, and blockchain.
 


 

Brian Landy

Managing Director
Amherst Pierpont Securities LLC

Brian Landy, CFA is a Managing Director and Amherst Pierpont’s Agency MBS strategist. He has over 20 years of mortgage research, modeling, and capital markets experience. Prior to joining Amherst in 2009, Brian worked at UBS for three years, where he led the agency and non-agency prepayment modeling group and worked in MBS Research. Brian began his career in the mortgage industry at Wells Fargo Home Mortgage where he led the team that implemented the firm’s first loan-level prepayment model, and later led a team of research analysts. Brian received his Bachelor of Science degree majoring in Astronomy from the California Institute of Technology in 1994 and his MBA from Washington University i ... (view full description)

Joseph Lau

President/CIO; Chair
LordCap Green; FIIN

Joe is the co-founder, President and Chief Investment Officer of LordCap Green (lordgreen.com), 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 (lordcap.com), 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)

Amanda Lazier

Partner
Maples and Calder

Amanda Lazier is a partner of Maples and Calder's Finance team in the Cayman Islands office.  Amanda has extensive experience advising clients on structured finance transactions, particularly CLOs, securitizations, repackagings, credit funds and other CLO investment structures; as well as on fund finance and banking transactions, in which she represents hedge funds, private equity funds and banks on lending transactions, bank products, deal structures and on all types of secured transactions. Amanda also has significant expertise in Cayman Islands Stock Exchange listings.  Amanda joined the Maples Group in 2014 and was elected as a partner in 2021.  She previously worked with Blake, Cass ... (view full description)

Kristi Leo

President
Structured Finance Association

Serving as President of the Structured Finance Association, Kristi Leo has more than 20 years of financial services experience, specializing in asset finance, securitization and capital markets. In this capacity, she oversees the development and implementation of SFA’s strategic plan and manages day to day execution across the organization’s programs and initiatives including policy and advocacy, communication, education and research. Kristi’s involvement with the Structured Finance Association included working as a part-time advisor, via Boulder Advisors, since shortly after SFA’s founding in 2013 until accepting the role as President in June 2019. Prior to joining the Structure ... (view full description)

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 (www.getki.io). 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

Partner
Morgan, Lewis & Bockius LLP

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

Tina Locatelli

Counsel
Hunton Andrews Kurth

Tina has a demonstrated ability to advise clients on complex matters involving a broad spectrum of business, legal, regulatory, risk management and compliance issues. She has significant in-house and large firm experience advising clients on structured and corporate finance, including debt, equity and mortgage- and asset-backed securities. This experience gives her direct insight into client needs and expectations for cost-effective and practical legal advice. Prior to joining the firm, Tina served as general counsel for independent risk at a large US financial institution. In that role, she advised the independent risk organization on legal issues affecting risk management policies an ... (view full description)

Luke Lu

Director
LSEG

Luke has been with Yield Book Analytics Research team at the London Stock Exchange Group (LSEG) for more than three years. Luke and his team support Yield Book analytics and clients with Yield Book research and modeling in CMBS (both agency CMBS and private label CMBS) and CLO.
Prior to joining Yield Book, Luke spent over 20 years in mortgage and securitized products research/strategy, analytics, modeling, and portfolio management with various firms including Barclays, Deutsche Bank, JPMorgan, Credit Suisse, and Countrywide.
Luke has a Master of Science in Nuclear Engineering from the Massachusetts Institute of Technology (MIT).

Surat Maheshwari

MD
Prysm

Amy Martin

Senior Director
S&P Global Ratings

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

Rick Matte

President & CEO
Encina Equipment Finance

Erick May

Executive Director
JP Morgan Securities LLC

Erick May is an Executive Director in the Securitized Products Group at J.P. Morgan Securities.  Erick joined J.P. Morgan in 2013 and co-heads the banking and financing effort for the Residential Structured Finance team.  This team is responsible for warehouse lending and securitization for issuers in the non-agency, Credit Risk Transfer (for GSEs, MIs, bank and non-bank originators), NPL/RPL, and seasoned loan sectors.  Erick has over 20 years of experience in securitized products, developing structures across multiple asset classes (RMBS, CLO, ABS, CMBS, and Equities).  Prior to joining J.P. Morgan, Erick assisted in starting an advisory company that partnered with Hewlett Pack ... (view full description)

Robert McDonough

Assistant Treasurer
Angel Oak Capital; Fixed Income Investor Network

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

Janette McMahan

Partner
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)

Sarah Milam

Partner
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)

Derek Miller

Managing Director
Fitch Ratings

Derek Miller is a managing director at Fitch Ratings. He currently heads the U.S. Structured Credit group responsible for collateralized loan obligations (CLOs) and other structured credit ratings. The Structured Credit group assigns new issue CLO ratings, maintains the accuracy of existing ratings, performs CLO asset manager assessments, and publishes research on transaction characteristics and performance. Prior to this position Derek had oversight of new issue ratings for U.S. CLOs and assessments of U.S. CLO asset managers. Previously, he also held various positions within the Structured Credit group of Fitch Ratings, with a focus on new issue and surveillance ratings for CLOs, cre ... (view full description)

Sergey Moiseenko

Managing Director, U.S. ABS
DBRS Morningstar

Sergey Moiseenko joined DBRS Morningstar in 2011 and has worked on analytical assignments involving ABS transactions in commercial and esoteric space. Sergey focuses on transactions secured by equipment leases and loans, marine containers, small business and venture loans, structured settlements and other  commercial assets and is also primarily responsible for developing and maintaining a number of rating methodologies related to these asset classes. Sergey is an active participant in rating committees, credit discussions and transaction screening meetings covering a broad range of topics related to a multitude of securitized assets. Sergey manages a team of Vice Presidents and Assistant Vi ... (view full description)

Adelaide Morphett

Associate
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.

Susan Morth

Chief Executive Officer
Energy Improvement Corporation NY PACE

Susan Morth is an experienced executive in the financial services industry focused on strategic initiatives as well as the development and implementation of new financial products. Currently the CEO of the Energy Improvement Corporation leading the redesign and relaunch of the NY State C-PACE program.

Greg Myers

Group Sector Head - Debt & Capital Markets
Alter Domus

In his role, Greg is focused on shaping Alter Domus’ strategy for lenders and debt fund managers globally and oversees business relationship management for Alter Domus' North America fund administration group. An experienced financial executive, Greg has over 20 years of broad-based financial services expertise. Previously, Greg managed the Specialty Bank Loans team within LaSalle Bank’s Global Securities and Trust Services group. Greg’s initial service in the financial sector includes experience working as an equity options market maker at the Chicago Board of Options Exchange, as well as a financial analyst and Y2K consultant with other financial institutions.  Greg graduated f ... (view full description)

Cara Newman

MD, Head of Structured Finance
Redwood Trust, Inc.

Cara Newman is a Managing Director at Redwood Trust, Inc., where she acts in a dual role as Head of Structured Finance and Deputy General Counsel for the Residential business.  Cara’s responsibilities are concentrated on the acquisition and disposition of residential mortgage loans and issuance of residential mortgage-backed securities.  Cara is also leading several strategic technology-related initiatives at Redwood, including efforts to integrate blockchain and tokenization into the Residential business.  Prior to joining Redwood, Cara was counsel to HSBC Securities (USA) Inc.’s global asset-backed finance businesses, where she gained extensive experience with domestic and cross-border ass ... (view full description)

Emeka Ngwube

Managing Director
Credit Agricole CIB

Katrina Niehaus

Managing Director
Goldman Sachs

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

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
CoreVest

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 Auction.com, where she ran residential capital markets, and was President of AuctionFinance.com, where she ran the financing strateg ... (view full description)

Rebecca O'Brien

Counsel
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)

Theresa O'Neill

Managing Director
Bank of America

Theresa joined Merrill's research team in 1998. She provides credit, prepayment and relative value analysis in the ABS sector. Immediately prior to joining Merrill, Theresa spent 12 years in the Investment Department at Metropolitan Life Insurance Company.

During most of that time, she managed MetLife's $5.5 billion ABS portfolio and $1.5 billion non-Agency MBS portfolios. At MetLife she also worked in their portfolio management and corporate private placement groups. Before joining MetLife, she spent several years in the mortgage department of a thrift institution and a mortgage banking company.

Theresa earned her MBA from Fordham University in 1991.

Gareth Old

Partner
Clifford Chance

Gareth Old is a partner in the Structured Capital Markets group of Clifford Chance's New York office. He is admitted to practice in both New York and England & Wales and has more than ten years' experience in securitization, derivatives and covered bonds. Prior to moving to New York in 2004, he worked in Clifford Chance's offices in London, Frankfurt and Hong Kong. He currently represents issuers and dealers in covered bond offerings in North America.

Ronald Page

Chief Executive Officer
CapaFinancial LLC

Mr. Page is an experienced investment banker, with over 40 years of capiital markets experience.  He specialized in asset-backed finance, leading the student loan finance industry in creating the first student loan financings utilizing; asset backed commercial paper, tax-exempt auction rate notes, taxable auction rate notes, and net interest margin securities. Mr. Page earned a Masters in Public Administration (Policy Analysis) from the American University, Washington D.C. and a BS in Business Administration from the University of Colorado.
 

Steve Page

Managing Director
Barings

Kalash Pandey

Vice President
Goldman Sachs

Sonal Patel

Structured Finance/Capital Markets
Citibank, N.A.

Sonal Patel joined Citi in 2021.  She is responsible for the Capital Markets business development team and segment within Agency & Trust.  She will lead engagement and coverage execution across product/market segments for revenue growth across Structured Finance and Capital Markets.  She has a wealth of capital markets, insurance and fund services experience and is a key thought leader within the industry with a strong view on evolving client and market needs. Sonal has more than 20+ years of leadership and cross functional management expertise.  She is known for delivering sustainable results in revenue growth, operating efficiency and improved profit performance.  Sonal has ... (view full description)

Fred Perreten

Senior Director
Kroll Bond Rating Agency

Denise Persau Tait

Co-President of Starwood Infrastructure Finance
Starwood

Derek Poon

Associate
Allen & Overy LLP

Derek is a member of the securitization and structured finance group in our New York office. Derek has experience representing and advising sponsors, underwriters and issuers in domestic and cross-border securitizations and structured finance transactions across a wide range of structures and asset classes. His experience includes asset-backed securities, including securitizations of credit card receivables and auto loans and leases, covered bonds, trade finance assets, esoteric and renewables, and collateral loan obligations. Derek also regularly advises clients on regulatory matters in connection with structured finance transactions, in particular on U.S. credit risk retention and Volcker ... (view full description)

Julia Powell

Director
Credit Suisse

Dmitri Rabin

Portfolio Manager
Jennison

Dmitri Rabin is a fixed income rates and structured portfolio manager. He joined Jennison in 2019. Previously, he was with Loomis Sayles, where he held strategist and portfolio manager positions and was most recently co-head of the mortgage and structured finance group. Prior to Loomis Sayles, he was an analyst at Pine Cobble Capital and Cambridge Place Investment Management. Dmitri earned a BA in computer science and economics, with high distinction, from Amherst College, and an MBA from Massachusetts Institute of Technology.

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.

Romina Reversi

Head of Sustainable Investment Banking, Americas
Credit Agricole Investment Bank

Evan Roth

Managing Director
Guggenheim Securities, LLC

Evan Roth has over 11 years of experience in the structured products space. Mr. Roth is a Managing Director at Guggenheim Securities, focused on the origination of esoteric ABS including whole business securitizations, securitizations of PACE assessments, tax liens, consumer and commercial loans, inventory and trade receivables, and other IP and operating assets. Since joining Guggenheim Securities, he has structured and placed inaugural securitization issuance programs for over 15 issuers, including Nuveen Green Capital, Five Guys and Home Tax Solutions. Prior to joining Guggenheim Securities, Mr. Roth was a Senior Associate at PricewaterhouseCoopers focused on securitization. Mr. Roth has ... (view full description)

Margaret Rowe

Senior Director
Fitch Ratings

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

Ann Rutledge

Chief Executive Officer, Board Member
Creditspectrum Corp; FIIN

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

Tim Ruxton

Managing Director
Alter Domus

Tim joined Alter Domus, then Cortland Capital Market Services, in 2013, co-managing the Credit & Structured Products teams. He now acquires new business and manages existing client relationships within the business development group.   Prior to joining Alter Domus, Tim was a vice president in corporate trust for Bank of America and US Bank (via acquisition of LaSalle Bank) where he managed multiple teams that worked with CDO, CLO, CRE, CMBS, as well as RMBS products and clients.   Tim has also worked in the European market and is considered a subject matter expert on Securitization and other credit services including Credit Funds, CLO Administration, Trade Closing ... (view full description)

Peter Sallerson

Senior Director
Moody's Analytics

Mr. Sallerson focuses on the CLO market at Moody’s Analytics via the further development of the Structured Finance Portal and related research.  Mr. Sallerson began his finance career in the Corporate Finance Department at Nomura Securities where he executed numerous debt, equity and derivative transactions as well as a variety of domestic and international structured financings.  At Bear Stearns for 14 years, Mr. Sallerson structured transactions for a variety of collateral types with an emphasis beginning in 1995 on CLOs and CSOs.  He was a founding member of the CLO group at Bear.  Subsequent to Bear, he ran Mitsubishi UFJ Securities (USA)’s CLO effort and advising its parent (BTMU) on it ... (view full description)

Chris Saltaformaggio

Senior Director
New York Life Investors

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

Leah Sanzari

Partner
Orrick, Herrington & Sutcliffe LLP

Leah Sanzari leads Orrick’s esoteric ABS practice in both the 144A and Private Placement markets and is a member of the firm's Management Committee. She regularly represents issuers and investors on some of the industry’s most complex and novel esoteric deals of first impression. Her experience includes a wide variety of asset-backed securities, with a particular emphasis on esoteric assets, including tax liens, PACE liens, oil & gas securitizations, music catalog and TV catalog securitizations, diamond, iron ore and other receivable backed securitizations and whole business operating company securitizations. Her clients are active investors in the ABS private placement market, a growing ... (view full description)

Jill Scalisi

Chief Engagement Officer
KopenTech

Jill Scalisi is responsible for overseeing KopenTech’s platform growth and sales efforts. Jill brings over 20 years of experience implementing new financial products. At Nomura Securities, she built and managed credit sales businesses in New York and Boston. Before that, Jill was Co-Head of Credit Derivatives and CDO Product Management at Lehman Brothers. Jill began her career at Chase structuring the first synthetic CLOs and risk transfer products. In addition, Jill Scalisi has an extensive entrepreneurial background. She was the CEO and founder of Scalisi Cosmetics, where she developed two nationally distributed skincare lines. She holds a BA from Georgetown University.

 

Annabel Schaafsma

Managing Director, Structured Finance
Moody's Investors Service

Annabel Schaafsma is a Managing Director in the Structured Finance Group responsible for assigning primary ratings to Residential Mortgage Backed Securities in the EMEA region. Annabel has many years of experience in credit analysis, as well as managing credit professionals. Annabel first joined Moody’s in 2001 as an analyst specializing in UK and Dutch RMBS, and Covered Bonds. Prior to joining Moody’s Annabel worked for Credit Suisse in the Credit Risk Management department in various roles in London and New York. In 2006 Annabel joined Standard Chartered Bank as Head of Credit Research for the Structured Credit Investment team that invested in structured finance instruments. ... (view full description)

Jared Schlosser

Senior Vice President
Stonehill

Carla Schriver

Vice President
Goldman Sachs

Carla is a Vice President at Goldman Sachs and is a member of the Global Markets Residential Mortgage Finance business.  She has over 17 years of financial markets experience, focusing on securitized products. Carla joined Goldman Sachs in 2015 in the structured finance aviation and transportation team and moved to the Global Markets Residential Mortgage Finance business in September 2021. Previously, she spent 10 years at JPMorgan, primarily focused on structuring and executing RMBS transactions and later ECA and other government-backed products.
 
Carla earned a BA, magna cum laude, in Mathematics and Economics and an MA in Economics from Boston University in 2005.
 

Meagan Signoriello

Partner
Lowenstein Sandler LLP

Meagan provides counsel to mortgage servicers, investment managers, originators and purchasers in regard to mortgage and servicing rights acquisitions, dispositions, financings, and conduits and various types of mortgage financing facilities. Her experience extends to counseling clients in connection with numerous servicing advance facilities and excess spread acquisitions or sales, as well as credit facilities, repurchase agreements and servicing agreements.  Additionally, Meagan offers guidance to mortgage servicers, ratings agencies and underwriters in connection with securitizations of residential mortgages, including securities backed by forward mortgages, reverse mortgages ... (view full description)

Michael Silberfeld

Senior Manager
Deloitte & Touche LLP

Michael Silberfeld is a Senior Manager in Deloitte Risk and Financial Advisory’s Securitization market offering. He has over 17 years of experience and expertise in agreed-upon procedures engagements, which are conducted in accordance with attestation standards established by the AICPA. Michael is primarily focused on mortgage-backed and asset-backed securitization products with various cash flow structures (e.g., overcollateralization, shifting interest, agency, senior/sub, excess servicing, revolving and timeshare structures) backed by a variety of collateral types (e.g., re-performing, non-performing, performing, agency, consumer and other types of mortgage loans). He is responsible for t ... (view full description)

Isha Sinwer

Vice President, US Depository Strategies
Nomura

Isha Sinwer is a Vice President in the U.S. Depository Strategies Group at Nomura. In her current role, she primarily focuses on development of market-sensitive financial analyses incorporating financial regulatory requirements, and advises institutional clients on strategic and tactical decision making.

David Solow

Partner
Sidley Austin LLP

DAVID K. SOLOW is a partner in the Chicago office. David’s practice focuses on representation of banks, private equity funds and other investment funds, insurance companies, asset-backed commercial paper conduits, corporate borrowers and other financial intermediaries in structured finance, asset securitization, forward flow purchase, secured lending and special situations transactions. Financings and acquisitions of consumer receivables, including marketplace loans, point-of-sale loans and credit card receivables, comprise a significant portion of his practice. David has also represented issuers, agents and investors in several collateralized fund obligations (CFOs). Representative ma ... (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)

Craig Stein

Partner
Schulte Roth & Zabel

Craig Stein is a partner with Schulte Roth & Zabel, where he is co-head of the Structured Finance & Derivatives Group. His practice focuses on structured finance and asset-backed transactions, swaps and other derivative products, including credit- and fund-linked derivatives, prime brokerage and customer trading agreements. He represents issuers, underwriters, collateral managers and portfolio purchasers in public and private structured financings, including collateralized loan obligations (CLOs). Craig has been recognized in this area by the prestigious legal directory Chambers USA: America’s Leading Lawyers for Business, which noted that satisfied clients praised him for h ... (view full description)

Chip Stevens

Senior Managing Director | Global Head of Structured Private Credit and Alternatives | Global Head of Macro and Derivatives
Aflac Global Investments

Daniel Strong

Executive Director
SMBC Nikko Securities America Inc

Daniel Strong joined SMBC in May 2018 as an Executive Director in the Structured
Credit Group. Daniel is responsible for the origination and structuring of middlemarket
CLOs as well as related advisory services.
Prior to joining the firm, Daniel held banking roles at Capital One with its Financial
Institutions Group since 2016 and before that at Natixis with its U.S. Structured Credit
and Solutions Group since 2003.
Daniel has a Bachelor of Science degree from James Madison University with a
major in quantitative finance and minors in mathematics and economics. Daniel is a
CFA charterholder.

Scott Swerdloff

Partner
Dentons

Patrick Tadie

Global Head of Structured Finance
Wilmington Trust

Patrick J. Tadie is Group Vice President at Wilmington Trust, N.A in the Global Capital Markets Group. He manages the group’s Global Structured Finance business, after initially leading product development, strategy, and sales. Prior to Wilmington Trust, he was at BNY Mellon, where he was Global Head of Product, Strategy and Chief Credit Officer for the Corporate Trust group; EVP and Business Executive for the Broker/Dealers and Alternative Investments groups; EVP and Global Business Head for Derivatives; and EVP of Structured Products for Corporate Trust. Tadie was also a Portfolio Manager at Freddie Mac, headed up Mortgage Finance at First Union, and was Business He ... (view full description)

Leon Tatevossian

Adjunct Professor
NYU Courant and NYU Tandon

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

Silvio Tavares

President & Chief Executive Officer
VantageScore

Silvio Tavares became President and CEO of VantageScore in 2021. VantageScore is the provider of the leading national consumer credit score used by over 3,000 companies including banks, fin-tech apps and financial institutions such as Chase, Capital One, Synchrony and 9 out of the top 10 US Banks. Mr. Tavares is an experienced fin-tech and data analytics CEO. He is also a sought after public company Board Director. He currently serves on the Board of Directors of CSG, a NASDAQ- listed provider of digital engagement and payment services to leading cable companies and mobile operators. Previously he served as Chairman of the Audit Committee and Board Director for CPI, a NASDAQ-listed provider ... (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)

John Toohig

Managing Director, Whole Loan Trading
Raymond James

John Toohig is a Managing Director at Raymond James, a Board Member and President of Raymond James Mortgage Company, Inc. and Head of the Whole Loan Group. John joined Raymond James (formerly Morgan Keegan) in September of 2006. As Head of the Whole Loan Group, John’s primary responsibilities include day-to-day trading of whole loan packages, portfolio analysis, transaction management and the structuring of whole loan, participation and various structured products. John’s product focus encompasses both seasoned and new production: residential mortgages (both QM and Non-QM), commercial mortgages, consumer lending, fintech lending, scratch and dent loans, and non-performing assets. ... (view full description)

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

Director
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.
 

Benjamin Tyszka

Managing Director
Ares Management

Mr. Tyszka is a founding member of Ares Management's alternative credit group where he is a senior investment analyst and a portfolio manager. Prior to joining Ares, Mr. Tyszka was a director at Indicus Advisors where he was a founding member of the structured credit team and helped to build and use the risk surveillance platform to monitor investments. Mr. Tyszka worked previously at TIAA-CREF as a director in the Risk Management group. Prior to TIAA-CREF, Mr. Tyszka worked in the municipal finance industry and as a systems engineer. Mr. Tyszka earned an M.S. in Mathematics of Finance from NYU's Courant Institute, an M.S. in Materials Science and Engineering from Michigan State University, ... (view full description)

Dhruv Vakharia

CFO
Vervent

“Specializing in operational finance and strategic corporate development, Dhruv Vakharia leads Vervent’s accounting and finance department and oversees the company’s overall fiscal vision and well-being. As a prior operating executive, he established and executed growth through data-driven change management, strategic investments and partnerships, and capital structure optimization. He has also held various leadership positions in Bank of America Merrill Lynch’s investment banking, capital markets and proprietary investing divisions where he played a leading role in establishing a focus on fintech and consumer financing across various M&A, capital markets and operational efforts. ... (view full description)

Amir Vardi

Managing Director, Head Structured Credit
Credit Suisse Asset Management

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

Joe Vellanikaran

Chief Executive Officer
Brightvine

Joe Vellanikaran is the CEO and Founder of Brightvine, a blockchain-powered investment platform bridging TradFi to DeFi in order to increase liquidity for mortgages, fixed income, and real estate. Joe is passionate about using Web3 technology to provide better access to markets that have been traditionally blocked to the average investor. Joe first entered the blockchain industry as an early employee of TrustToken, the issuer of TrueUSD, one of the first and most successful fiat-backed stablecoins. As general manager,  Joe oversaw TrueUSD’s user base and financial partners during its 60% month-over-month growth from a $6 million market cap with no externa ... (view full description)

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)

Medita Vucic

Head of Loan Market Solutions
Wilmington Trust

Julian Vulliez

Executive Director
Nomura

Keyur Vyas

CLO Strategy & Research
Barclays

Keyur Vyas is a New York-based research analyst covering CLOs on Barclays’ US Credit Strategy team. He joined Barclays in February 2022 from Deutsche Bank, where he was a part of the Securitized Products Research team covering CLOs. He received his Bachelor’s Degree in Chemical Engineering from Gujarat University, India, and a Master’s Degree in Chemical Engineering and PhD in Civil Engineering from Loughborough University, UK.

Andy Walden

Economist and Director of Market Research
Black Knight Financial Services

Andy Walden is the Vice President, Enterprise Research & Strategy, Data & Analytics, Black Knight, Inc., (NYSE:BKI), a premier provider of integrated software, data and advanced analytics to the mortgage and real estate industries. As the chair of Black Knight’s Editorial Board and the guiding force behind Black Knight’s Mortgage Monitor report, Andy is widely cited by media outlets and industry publications. His insights are gleaned through in-depth analysis of Black Knight’s robust suite of data solutions including Black Knight’s industry-leading McDash™ loan-level mortgage performance database; the Black Knight Home Price Index; SiteX™, a comprehensive U.S. ... (view full description)

Garrett Wallace

Vice President
Goldman Sachs

Maggie Wang

Managing Director, Global Head of Structured Products Strategy
Citigroup

Maggie Wang is a Managing Director and Global Head of Structured Products Strategy at Citigroup. Maggie has been covering the CLO market since 2007 and headed US CLO & CDO research at JP. Morgan before joining Citi in 2014.  Maggie advises over 600 global institutional clients, from Banks, Insurers, Hedge Funds, Private Equity to Family offices. She publishes research on structured credit market, cross-asset relative value, trades ideas and CLO manager evaluations. Maggie and her team have been ranking among top 3 in the All-America Institutional Investor Fixed Income Research Survey since 2007. Currently Maggie and her team rank #2 in the All-American Institutional Investor Survey’s CLO ... (view full description)

Carl Webb

Senior Vice President Sales - Due Diligence
Infinity IPS, Inc.

Carl Webb is a Senior Vice President at Infinity-IPS where he directs Infinity’s whole loan sales and brokerage businesses. Carl has over 30 years experience in structured finance, mortgage finance and securitization.  He is the founding member of Rock Creek Partners, LLC, a structured finance consulting firm.  Rock Creek Partners specializes in collapsing and terminating legacy RMBS and financial modeling of complex legacy residential mortgage backed securities. Prior to Rock Creek Partners, Carl was a Managing Director at MBIA Insurance Corp and Global Head of RMBS and Secondary Markets from 1992-2008 where he worked on securitizations and developed the secondary market for ins ... (view full description)

CJ Wei

Vice President
Northleaf Capital Partners (USA) Inc.

Kathryn Weiss

Associate - Corporate, Finance and Investments
King & Spalding LLP

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

Michael Welch

Counsel
Clifford Chance LLP

Chris Wheeler

Senior Vice President of Due Diligence (Servicing)
Infinity IPS

Chris Wheeler is Infinity IPS’ Senior Vice President of Due Diligence (Servicing). Chris is responsible for growing client relationships, creating scalable operations and first in class product delivery. Chris has over 22 years of experience building and leading financial service teams with significant operating scale and complexity.  Chris’ ability to build long lasting client relationships, understand the client’s challenges and develop solutions that get superior results is unmatched.  Chris joined Infinity IPS from Select Portfolio Servicing, Inc., (“SPS”) where he spent over 17 years most recently serving as Vice President of Operations. During his time with SPS, ... (view full description)

Doug Williams

Director
KPMG LLP

Cory Wishengrad

Senior Managing Director, Head of Fixed Income
Guggenheim Securities

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

Brock Wolf

Managing Director
Truist

Brock Wolf is Managing Director and Head of ABS Banking at Truist Securities, where he leads warehouse lending and term ABS for clients across asset classes.  Brock has worked in the ABS industry for his entire 20 year career, with previous stops including Natixis, UBS, and Lehman Brothers.  Brock graduated from Harvard College.
 

Jing Xie

Director, Public Fixed Income
Northwestern Mutual Investment Management Company, LLC

Jing Xie is a director at Northwestern Mutual Investment Management Company. In her current role, Jing is focused on managing the non-traditional ABS portfolio. Before joining Northwestern Mutual in Aug. 2018, Jing spent 13 years at S&P Global Ratings where she was a director and lead analyst covering non-traditional ABS ratings. She has extensive experience in aircraft, container, railcar, small business, triple net lease, tobacco settlement, and other non-traditional assets. Jing also covered derivative and structured operating companies ratings. Jing received her master’s degree in economics from Tufts University and dual bachelor’s degrees in international finance and com ... (view full description)

Bill Yialamas

Chief Financial Officer
Reach

Toms Zachariah

Global Securitized Products
Barings

David Zhang

Managing Director
MSCI

     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)

Melvin Zhou

Managing Director
KBRA

Melvin Zhou is a Managing Director on the Consumer ABS team at KBRA.

Prior to joining KBRA in 2018, Melvin was a director at Fitch Ratings, focusing on student loan and other consumer ABS new rating and surveillance. His career experience also includes working at Citibank on student loan asset securitization and financial analysis.

Melvin earned a B.S. in mathematics from Peking University and an MBA from Baruch College, City University of New York.
 

Gary Zhu

SVP | Head of Insurance
AllianceBernstein

Gary Zhu is a Senior Vice President and Director of Insurance Portfolio Management, responsible for AB Fixed Income's insurance business. He joined AB in 2020, and is the Lead Multi-Sector Insurance Portfolio Manager on the Fixed Income team, primarily focusing on developing and implementing multi-sector income portfolio strategies. Zhu specializes in formulating and implementing strategic and tactical asset allocation by combining regulatory and accounting considerations with traditional portfolio-management techniques. He has extensive experience in assessing multi-sector relative value and developing income-oriented solutions for clients. Zhu is also a portfolio manager in the US Investme ... (view full description)
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Event Contacts for 28th Annual ABS East Conference

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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 dataprotectionofficer@euromoneyplc.com or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

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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