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Danny Abajian

Senior Vice President and Group Head of Project Finance

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

Christopher Abate

Chief Financial Officer
Redwood Trust, Inc.

Christopher J. Abate, serves as Chief Financial Officer and Executive Vice President of Redwood Trust, Inc. Mr. Abate has served as Redwood’s Chief Financial Officer since March 2012. Mr. Abate also served as Redwood’s Controller from January 2009 to March 2013 and has been employed by Redwood since April 2006. Before joining Redwood, Mr. Abate was employed by PricewaterhouseCoopers LLP as an auditor and consultant. He holds a B.A. in accounting and finance from Western Michigan University, an M.B.A. from the University of California at Berkeley and Columbia University, and is a certified public accountant.

Mark Adelson

Content Director
IPR Journals

Mark Adelson is a managing director and head of structured finance research at Nomura Securities International in New York. He joined Nomura in February 2001. He publishes articles on a wide variety of securitization topics and works with other professionals at the firm toward expanding Nomura's securitization activities. Before joining Nomura, Adelson worked as a managing director in Moody's structured finance group and as a corporate lawyer specializing in mortgage backed securities at Thacher Proffitt & Wood. He holds a JD from Michigan (1985) and an AB in economics from Princeton (1982).

Jim Ahern

Managing Director - Global Structured Finance
Moody's Investors Service

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

Garrett Ahitow

Managing Director
Bank of America Merrill Lynch

Garrett Ahitow has a background in securitization structuring, underwriting, and policy. In addition to his current role at Bank of America he held leadership roles at JPMorgan Chase & Co, where he spent his first 15+ years of his career. Garrett’s current role at Bank of America for the Capital Policy team is to interpret the securitization framework of the Final US Basel 3 Rule, provide oversight for the implementation of the securitization capital rules, and provide capital transaction advice to the varies lines of businesses that either invest or originate securitization positions. Garrett is also responsible for advocacy efforts related to final and proposed securitization related ca ... (view full description)

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)

Luis Araneda

Managing Director

Luis Araneda is Managing Director, Head of Americas Structured Finance, at Santander and is based in New York City. He is responsible for U.S. and Latin American client structured finance and managing the bank’s U.S. asset-backed securities portfolio. Prior to joining Santander in early 2007 he was a principal in a national credit card issuer until the portfolio was sold to a dominant industry player. From 1992 to 2003 Mr. Araneda worked at Bank of America where his last positions was as Managing Director of US Consumer ABS and Emerging Markets where his focus was origination, structuring, and principal finance.

Brian Bailey

Subject Matter Expert, CRE
Federal Reserve Bank of Atlanta

Brian Bailey is the Subject Matter Expert in the Supervision and Regulation Division of the Federal Reserve Bank of Atlanta. Brian is responsible for thought leadership in commercial real estate and providing guidance on valuation issues. Brian has extensive experience with commercial real estate valuation, transaction, development, and financial issues. Brian's experience spans both the public and private sectors. Prior to joining the Federal Reserve Bank of Atlanta, Brian was employed by the private equity firm Tavistock Group to oversee real estate finance and acquisitions. He was responsible for valuation, directing due diligence and financial modeling operations, which included assessin ... (view full description)

Brian Bailey

Managing Director
CSG Investments, Inc.

Mr. Bailey founded and presently leads Beal Bank's longevity lending business which is primarily focused on providing capital solutions to institutional investors in the Life Settlement Market. He also heads up the real estate group and has primary responsibility for financial derivatives within the bank.  Prior to joining Beal Bank, Mr. Bailey founded and led a start-up group at Wells Fargo Foothill focused on providing below investment grade credit facilities to specialty commercial finance companies. Prior to Foothill, Mr. Bailey co-founded and ran the Structured Products Group at ORIX USA which focused on making below investment grade investments in the ABS, CDO, and CLO markets as well ... (view full description)

Amanda Baker

Mayer Brown LLP

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

John Barrett

Managing Director
The Palisades Group, LLC

John Barrett, The Palisades Group, Managing Director, Co-Portfolio Manager
  • At Palisades, responsible for executing investment and risk management mandates
  • Prior to Palisades, VP of Sales and Trading for Arch Bay Capital
  • Worked at The Winter Group and Credit Suisse First Boston
  • Middlebury College (BA)

Oren Bass

CEO & Founder

Oren is a co-founder at Pave and has +12 years of experience in investment management, structured finance and law. Oren began his career as a lawyer at Clifford Chance in London. In 2006, Oren moved into structured finance, joining Goldman Sachs as Vice President of the Structured Principal Investment group. In 2009, alongside his former Goldman colleagues, Oren joined GLG where he was responsible for co-managing an investment fund focused on investing in distressed and special opportunities globally via the Atlas Fund. After 2 years at GLG, Oren set up a family office, Atlas Global, to manage the Atlas Fund where he served as Chief Operating Officer until March 2012 when he left to start Pa ... (view full description)

Shiloh Bates

Managing Director
Benefit Street Partners

Shiloh Bates is the Head of Structured Products for the Business Development Corporation of America (BDCA), where he focuses on CLO equity investments. Prior to BDCA, Mr. Bates was a senior credit analyst at Canaras Capital Management, focusing on leveraged loans and mezzanine CLO structured products. Before joining Canaras, Mr. Bates was a senior credit analyst at Four Corners Capital Management. Mr. Bates holds a BA in Political Science from Virginia Tech, a Master of Financial Mathematics from the University of Chicago and a Master of Statistics from Columbia University. Mr. Bates also served in the U.S. Army Reserves Special Operations Command as a Specialist for six years.

Bob Behal

Principal, Co-Head ABS & CMBS Investments

Bob Behal, CFA is a Principal with Vanguards Fixed Income Group as the Co-Leader of the ABS/CMBS team. In his current role Mr. Behal manages the investment strategies for CMBS, ABS, Non-Agency RMBS, and Covered Bond sectors across Vanguards Fixed Income Funds. Before his association with Vanguard, Mr. Behal worked for AllianceBernstein as a Vice President, Oppenheimerfunds, and MetLife. In these roles he was responsible for research, analysis and portfolio management across a wide range of structured products. Mr. Behal is a Chartered Financial Analyst. He holds a B.S. degree in Ceramic Engineering from Rutgers University, and an M.B.A. in Finance from Rutgers ... (view full description)

Eknath Belbase

Director, Mortgage Strategy
Andrew Davidson & Co., Inc.

Eknath Belbase is Director of Mortgage Strategy at Andrew Davidson & Co., Inc. He also consults on a range of projects involving portfolio strategy, risk management, hedging, interest rate and credit analytics, custom models and risk-based capital. Eknath began his career in Finance at AD&Co, where he worked from 1998-2002. During that period, he developed the first version of the B-K interest rate process, an initial implementation of the implied-prepayment model, and developed prepayment models for agency fixed-rate and hybrid products that introduced national house price appreciation as a driving variable for the first time. He also supported a number of consulting proj ... (view full description)

Ian Bell

Head of PCS
Prime Collateralised Securities (PCS)

Born in France, Ian obtained his law degrees at the London School of Economics, the University of Strasbourg and Yale Law School. He joined Clifford Chance as a trainee in 1987 where he worked in the securitisation group. He became a partner at Clifford Chance in 1996. He then left in 1999 to join Standard and Poor’s Ratings as European General Counsel before becoming S&P’s Head of Structured Finance in Europe, Africa and the Middle East in charge of all structured finance and covered bond ratings in that region. He became Head of the PCS Secretariat and a member of the Board of the PCS Association in 2012. Ian has 24 years of experience in the world of structured finance.

Jeff Berg

Vice President
Clayton Holdings LLC

Mr. Berg is a Vice President, Key Client Initiatives at Clayton.  Leveraging over 10 years of experience at Clayton, focused largely on servicing and RMBS oversight, he provides leadership and oversight for strategic product and operations development.   Mr. Berg plays a significant role in project and customer relationship management and is responsible for the development of products and processes required to capitalize on new and growing opportunities.  He has contributed leadership and strategic direction on several large and notable projects including Clayton’s role as an Independent Consultant for the Consent Order Foreclosure Review, as well as for t ... (view full description)

Stacey Berger

Executive Vice President
Midland Loan Services / PNC Real Estate

Stacey M. Berger - Executive Vice President, PNC Real Estate / Midland Loan Services. Mr. Berger is responsible for corporate strategy, business development and marketing activities at Midland Loan Services. He is a member of the senior leadership team for PNC Real Estate. Midland, a division of PNC Bank, N.A., is the leading provider of loan servicing, asset management and technology solutions for the commercial real estate finance industry. The company is one of the nation's largest commercial loan servicers with over $347 billion in outstanding balances. As special servicer, Midland is responsible for asset management, workout and resolution of a $104 billion CMBS and non-securitized por ... (view full description)

Allan Berliant

Fixed Income Investor Network

Vivek Bhatt

K&L Gates

Vivek Bhatt is a partner in the Debt Capital Markets practice group. He focuses his practice on a wide range of asset-backed securities and complex financial transactions. His primary focus is on the securitization of transportation assets (including commercial aircraft loans and leases, railcar leases, and shipping containers), accounts receivables, auto loans and leases, equipment loans, residential mortgages, senior life settlements, insurance premium finance loans and contracts, as well as in the negotiation of financial guaranty insurance policies and derivative products.

William Black

Managing Director - Consumer ABS & RMBS Primary
Moody’s Investors Service

William Black is a Managing Director of Moody’s Asset Backed Securities primary ratings team for the US and Canada franchises. Mr. Black heads a team of credit professionals who analyze a variety of ABS asset classes, including: credit card, auto, student loan, equipment, transportation, rental car, wireless tower, stranded cost, structured settlement, whole business, marketplace lending, and solar. 
He is also the managing editor for the ABS Spotlight, Moody’s monthly credit research publication covering the US ABS sector.
Mr. Black earned a BA in Economics from Vanderbilt University and an MBA at Fordham's Graduate Business School.

David Bondy

Managing Director

Mr. Bondy has been involved in securitization for the past 23 years and has deal experience with a wide variety of asset classes for execution in the capital markets and with asset-backed CP conduits, often involving sponsors and servicers who are not rated or are rated below investment-grade. He has managed deals with both on-and off-the-run asset classes, involving 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 Universitys Stern School of Business and a BA from the Un ... (view full description)

Ronald Borod

Founder and Principal
Ram Island Strategies LLC

Ronald Borod has worked extensively in securitization and structured finance for over two decades and has established a reputation as a thought leader in the creation of innovative structures and financial products. Ron focuses his practice on assisting issuers and underwriters in designing and implementing securitization programs involving non-traditional asset classes. For example, in the 1990s he developed the first national credit tenant lease finance program and the first CTL-only conduit, and designed and executed securitized credit lease programs to provide construction and permanent financing for two national retail companies. Ron was the architect of and serv ... (view full description)

Darius Bozorgi

President & Chief Executive Officer
Veros Capital Management

Darius Bozorgi, president and chief executive officer for Veros Real Estate Solutions (Veros), is a national leader in valuation technology, predictive analytics and decision-support technology applications. Under his leadership, Veros has earned recognition as one of the top 25 mortgage technology companies by forging strategic alliances with Fortune 500 companies in the financial services and technology industries. In 2010, Veros was named the recipient of Mortgage Technology Magazine's 2010 Synergy Award for technological innovations in the mortgage industry. Bozorgi has served on the boards of directors for the Real Estate Information Professionals Association and was a founding member ... (view full description)

Michael Brown

Managing Director
Morgan Stanley

Michael A. Brown is currently a Managing Director and Senior Relationship Manager focused on Government Sponsored Enterprises and Financial Institutions. He began his career with Morgan Stanley in 1994 and has held a variety of positions within the Securitized Products Group. In 12 years of trading, he made markets in a variety of products including Residential Mortgage-Backed Securities and Asset Backed-Securities. Brown was Co-Head of ABS Trading and Syndicate from 2001-2006. In addition, he spent 4 years selling the entire suite of Securitized Products, including ABS, CDOs, RMBS and CMBS. Brown has a BBA from James Madison University and an MBA from Duke University’s Fuqua School of ... (view full description)

Scott Buchta

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

Daniel Budofsky

Morgan, Lewis & Bockius LLP

Daniel Budofsky advises financial institutions, corporations, investment funds and asset managers on financial products in domestic and international transactions. He has worked on numerous derivatives and financing transactions, including fund derivatives, as well as a variety of complex structured products. Mr. Budofsky’s practice encompasses convertible, exchangeable, and over-the-counter derivatives financing transactions. Mr. Budofsky’s clients have included some of the largest financial institutions in the world as well as major endowments and “Fortune 50” companies. Mr. Budofsky has acted as counsel to the Asset Management Group of the Securities Industry and Financial Markets Asso ... (view full description)

Michael Burke

Blake, Cassels & Graydon LLP

MICHAEL BURKE is a Partner in the Financial Services Group in the Toronto office of Blake, Cassels & Graydon LLP. His practice consists of transactional work (primarily in the securitization and asset-based lending/leasing areas) and of the establishment of wholesale and retail lending/leasing programs and documentation for business and consumer customers. He advises financial institutions, finance and leasing companies, borrowers and lessees in connection with domestic and cross-border asset-based lending/leasing transactions and securitization transactions and in establishing domestic and cross-border private securitization or bulk purchase programs. His asset-based financing practice e ... (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)

Sairah Burki

Sairah Burki is the Senior Director of ABS policy at the Structured Finance Industry Group. Ms. Burki focuses on proposed and anticipated rules that have broad impact across all ABS asset classes. Her agenda includes such areas as Basel III, Risk Retention, Volcker, Money Market Reform, Reg AB II and Credit Rating Agency Reform. Prior to joining SFIG, Ms. Burki was the Director of Treasury Policy Affairs at Capital One, leading the company's response to policy initiatives with significant capital markets and corporate finance implications. She previously held positions with Xerox, UBS and the Federal Reserve Bank of New York. Ms. Burki holds a Bachelor of Arts from Princeton Univ ... (view full description)

Eric Burner

Hunton & Williams LLP

Eric Burner’s practice focuses on public and private securitization transactions, with a particular emphasis on mortgage and asset-backed securities, as well as sales and purchases of whole mortgage loans, servicing rights and agency excess servicing. He works with a wide variety of asset types, including forward residential mortgage loans of all credit types, home equity lines of credit, servicing rights, agency excess servicing rights as well as reverse mortgage loans. He serves as issuer’s, underwriter’s and investor’s counsel on mortgage securitization and resecuritization transactions and has most recently focused on securitizations of non-performing and re-performing mortgage loans a ... (view full description)

Barrett Burns

President & Chief Executive Officer
VantageScore Solutions, LLC

Barrett Burns is president and chief executive officer (CEO) of VantageScore Solutions  LLC, an independently managed joint venture of the three national credit reporting companies, Equifax, Experian and TransUnion, and the company behind the VantageScore® consumer credit scoring model.  Prior to joining VantageScore as CEO during its formation in 2006, he was executive vice president at U.S. Trust, heading the National Private Banking Group and a member of U.S. Trust’s Executive Committee and the Senior Management Team of parent company, The Charles Schwab Corporation.    Previously, he served as executive vice president of global risk management and chairman of the Credit Policy Committee ... (view full description)

Kerrie Cadugan

Executive Director

Kerrie is an Executive Director in EY’s Financial Accounting and Advisory Services practice and has over 15 years of experience at EY providing assurance and advisory services to large financial services clients, focusing mainly on banking and capital markets and asset managers. Kerrie manages a team that is dedicated to assisting audit and advisory clients with technical accounting issues related to complex transactions. Kerrie is a subject matter resource for consolidation and transfers of financial assets and assists clients with applying the technical guidance to various types of securitization structures including risk retention vehicles. Kerrie is also extensively involved in assisting ... (view full description)

John Calabrese

Managing Director
Guggenheim Securities, LLC

John is a Managing Director in Structured Finance at Guggenheim Securities. Focused primarily on RMBS, CMBS, ABS, CDO/CLO, and Esoteric Securitized Assets, John is an adviser to an extensive client list of investors that are active in these areas. He started his career at Nikko Securities on the Mortgage Derivatives trading desk as an intern while still attending Villanova University. Shortly after graduation, he joined Lehman Brothers where at 26 he became a VP of Institutional Sales for MBS & ABS. During the years of ’01-’03, John traded distressed ABS, including Manufactured Housing, Franchise Loan, and CBO’s, as a VP of Fixed Income at Oppenheimer. In 2004, John was hired by Friedman ... (view full description)

Elen Callahan

Deutsche Bank

Elen Callahan is a Director at Deutsche Bank and heads the bank’s U.S. Consumer ABS Research effort. Elen joined DB in 2003 from the fixed income research group of Credit Suisse First Boston. Prior to that, she was a buy-side ABS analyst active in the credit card, auto and home equity markets. Elen is a steering committee member of DB’s Women’s Network and SFIG’s Women in Securitization initiative. She received her undergraduate degree from New York University.

Jim Callahan

Executive Director

Peter Carroll


Pete Carroll is CoreLogic’s Executive for Public Policy & Industry Relations. Pete is responsible for developing and executing enterprise-wide industry and public-sector engagement programs, driving strategic initiatives for CoreLogic corporate and client-segment leadership, and expanding market opportunities for CoreLogic’s thought leadership, insights, brand awareness, and solutions expertise within Washington, DC and across the Federal Housing Agencies and GSEs.   Prior to CoreLogic, Pete was Executive Vice President at Quicken Loans. In this role he provided expertise on recent and emerging changes in the asset sales environment including housing reform legislation and re ... (view full description)

Stephen Ceurvorst

Chief Executive Officer
LordCap Green

Mr. Ceurvorst is the Managing Partner of Lord Capital ($86 billion of balance sheet consolidation to achieve "off-balance sheet" treatment for sellers and banks, with ESG governance focus since 2003), and LordCap PACE (green bonds to support ESG energy efficiency measures in commercial buildings).  Immediately prior to LordCap, he held various senior positions with predecessor banks of Bank of New York Mellon, Bank of America and JP Morgan Chase.  In that time he served as CEO of a broker-dealer, created and lead a commercial loan portfolio management group, and ran loan syndications, placements, and securitization groups.   Mr. Ceurvorst has served on the boards of various indus ... (view full description)

Chandrajit Chakraborty

Managing Partner, Chief Investment Officer & Co-Founder
Pearl Diver Capital

Chandrajit Chakraborty, CIO, Managing Partner. Chandrajit brings over 15 years of experience as a Structured Finance banker, structurer and trader, including stints at Wachovia Securities, Nomura Securities, Deutsche Bank, UBS, Old Mutual, Fitch Ratings and JP Morgan. As a senior banker and structurer he was responsible for originating and structuring several transactions ranging from leveraged loan CLOs to Private Equity backed and Hedge Fund backed CDOs and CFOs. Chandrajit started his career as a trader, responsible for managing and trading a proprietary book of corporate credits at JP Morgan in Asia.  He has a Masters in Finance (with Distinction) in Financial Engineering from London Bus ... (view full description)

Winston Chang

Managing Director
S&P Global Ratings

Winston W. Chang is a Managing Director in Structured Finance Ratings at Standard & Poors Ratings Services. As a Lead Analytical Manager (LAM) within U.S. Commercial and Bespoke Credit, he is co-head of the group responsible for rating a diverse group of transactions including collateralized loan obligations (CLOs), commercial mortgage-backed securities (CMBS), market value securities, hedge fund/private equity collateralized fund obligations (CFOs) and structured counterparties. The group also rates non-traditional asset securitizations backed by an array of assets including aircraft, container and railcar leases; small business and timeshare loans; and others including tobac ... (view full description)

Mudasar Chaudhry

Senior Vice President
DBRS Ratings Limited

Mudasar Chaudhry is a ratings analyst in the European Structured Credit Team at DBRS Ratings Limited, based in London. This team is responsible for ratings analysis of CLOs which include European Arbitrage, Balance Sheet and SME CLOs. His career started at Fitch Ratings and joined DBRS Ratings Limited in 2011 initially from Pramerica Investment Management Limited and prior to that worked at Bluecrest Capital Management. Mudasar holds a First Class MEng (Honours) in Aerospace Engineering from Queen Mary, University of London.

Jeff Chen


Jeffrey H. Chen is a capital markets, structured finance, derivatives and project finance lawyer with pan-Asian experience. His practice is focused on limited recourse and cross-border financing structures of all types, including asset-backed securities and asset backed loans. He has worked on many high-profile transactions in Asia over the past decade, including the first wrapped cross-border RMBS offerings out of Korea and Taiwan. Mr. Chen has also advised clients in Asia on U.S. financial regulatory matters, such as Title VIII of Dodd-Frank and the Volcker Rule, and he serves as the firm's Asia point person in this regard. Mr. Chen is ranked as a leading lawyer in the Chambers & P ... (view full description)

Weili Chen

Standard & Poor’s Ratings Services

Weili Chen is a Senior Director in Structured Finance Ratings at Standard & Poor's Ratings Services. He is currently the Analytical Manager for new issuance in U.S. non-traditional securitizations. Asset classes covered include transportation equipment leases, timeshare loans, intellectual properties, and insurance-related receivables.Weili joined Structured Finance Ratings in 1999 and spent the next three years rating collateralized debt obligations before he focused on non-traditional securitizations.Before joining Standard & Poors, Weili was an analyst at Cambridge Systematics, a consulting and econometric modeling firm based in Cambridge, Massachusetts. Du ... (view full description)

Ken Cheng

Senior Vice President
Morningstar Credit Ratings

Ken Cheng is managing director of commercial mortgage-backed securities (CMBS) new issuance ratings services for Morningstar Credit Ratings, LLC. He is responsible for the development, implementation, and maintenance of the CMBS ratings criteria, models, and reports, as well as management of the CMBS new issue analytical team and ratings process. Before joining Morningstar Credit Ratings in 2008, Cheng was a director in the collateralized debt obligation (CDO) group for Security Capital Assurance (SCA), where, he developed and managed the commercial real estate CDO bond insurance business. Before joining SCA, Cheng was a director in the CDO group for Standard & Poor’s. In addition to evalu ... (view full description)

Andy Cherna

Managing Director
JP Morgan Securities LLC

Andy Cherna is a Managing Director in the Securitized Products Group at JPMorgan and he is in charge of Global SPG Syndicate. He has more than 30 years of experience in the fixed income securities markets having traded corporate bonds, mortgage-backed securities, and asset-backed securities. Mr. Cherna works very closely with numerous issuers and investors around the globe and his specific responsibilities include; strategy, marketing, pricing, and hedging transactions. He joined Banc One in 1996 which merged with JPMorgan in 2004. Earlier in his career, he worked at McDonald and Company & Key Banc in fixed income trading. Mr. Cherna holds a BA from Middlebury College, Middlebury, Vt., and ... (view full description)

Jonathan Ching

Jones Day

Jonathan Ching has significant experience in the market for over-the-counter derivatives, structured products, and futures. He also provides assistance to clients on regulatory issues, including Dodd-Frank clearing and trading mandates, SEF rules and jurisdictional matters, ISDA Protocols, recordkeeping and transaction reporting, CPO and CTA registration, and cross-border application of derivatives regulation. He works regularly with investment management clients on the negotiation of documentation for derivatives clearing, ISDA Master Agreements, repurchase agreements, prime brokerage, and collateral agreements. Jonathan’s experience also includes providing assistance to litigators engag ... (view full description)

Evan Christensen

Chief Actuary
Beneficial Financial Group

Evan has 14 years of extensive experience in the life insurance industry, working on both the asset and liability sides of the balance sheet. For the past year, Evan has served as the Chief Actuary at Beneficial Life, where he manages a team of actuaries responsible for valuation, asset liability management, rate setting, corporate planning, policyholder dividends, hedging recommendations, and experience studies. He also manages Beneficial’s equity portfolio. Prior to his current rule, Evan was the Director of Risk Management at Beneficial, where he was responsible for developing and implementing an ERM strategy with a focus on monitoring risks in Beneficial’s investment portfolio and ... (view full description)

Meredith Coffey

Executive VP of Research & Analysis
Loan Syndications Trading Association

Meredith Coffey is Executive Vice President of the Loan Syndications and Trading Association (LSTA), and runs its Research and Analysis Department. Ms. Coffey co-heads the LSTAs regulatory and CLO efforts, which help facilitate continued availability of credit and the efficiency of the loan market. In addition, Ms. Coffey heads a team of analysts that are responsible for analyzing current and anticipated loan market developments, helping the LSTA build strategy and improve market efficiency, and providing commentary through weekly newsletters, periodic conferences and webcasts. Ms. Coffey and the analyst team also engage market participants, press and regulators on issues and dev ... (view full description)

Benjamin Cohen

Chief Executive Officer

As CEO, Benjamin Cohen leads T-REX with a strong vision for the future of enterprise financial technology and its impact on making markets more transparent and efficient. He has built the T-REX team and the T-REX software platform by combining the most sustainable elements of finance with modern SaaS technology, allowing the most complex financial markets to be more transparent for all parties. The company’s enterprise SaaS platform, T-REX Analytics, provides complete transparency through granular cash flow models, stress-testing across power production and credit metrics, and capital stack structuring. T-REX has successfully facilitated significant new capital entering the compl ... (view full description)

Lewis Cohen

Hogan Lovells

Lewis Cohen is a partner in the Capital Markets practice in Hogan Lovells’ New York office, focusing his practice on international structured finance transactions. Lewis concentrates his practice on representing underwriters, issuers, credit enhancers, and rating agencies in cross-border structured finance, FIBRA, and other capital markets transactions. He advises on public and private structured finance transactions in a wide variety of assets, including credit card receivables, residential and commercial mortgage loans, trade receivables, equipment leases, and various esoteric assets, as well as “future flow” securitizations of asses such as oil exports and mar ... (view full description)

Jesse Crews

Chief Investment Officer
Trinity Rail

Joined TrinityRail in 2011. Jesse has been in the equipment leasing and finance industry for over 35 years. Prior to joining Trinity, he served as Executive Vice President & Chief Operating Officer of Willis Lease Finance, an aircraft engine lessor. Prior to Willis, Jesse spent 5 years as Managing Director at Fortress Investment Group, where he played a significant role in the creation of Aircastle in 2004 as well as the creation of the Drawbridge Long Dated Value Funds starting in 2005. Prior to Fortress, Jesse was President and CEO of GATX Capital Corporation, the financial services subsidiary of GATX corporation. Jesse spent 26 years at GATX. Jesse received a Bachelor's in Economics from ... (view full description)

Stewart Cutler


Stewart Cutler joined Barclays Capital in August 2010 as Head of
Money Market Origination. Prior to joining Barclays, Stewart was head of Money
Market Origination at RBC Capital (2009-2010) and at Merrill Lynch (1996-2008)
where he specialized in Asset backed Commercial Paper and Medium Term Notes.
Stewart served as head of Origination for Asset Backed Commercial Paper at
Lehman Brothers from 1991 -1996. Stewart graduated from Harvard College (A.B.
Economics) and Amos Tuck School of Business Administration (MBA).

Chris Dalton

Chief Executive Officer
Australian Securitisation Forum

Chris is the part-time chief executive officer of the Australian Securitisation Forum, the peak industry association for participants in Australia’s securitisation market. He is also an independent member of the investment committees of two Australian fixed-income funds.
From 2000-08 Chris was the country head of Standard & Poor’s Ratings Services. This role had responsibility for the management of S&P’s credit
ratings, managed-fund research, index services and financial data businesses in Australia and New Zealand. His background includes roles in corporate banking, treasury, technology and auditing.

Andy Davidson

Andrew Davidson & Co., Inc.

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

Teresa Davidson

Independent Consultant

Teresa Davidson served as the Vice President - Legal and General Counsel for Volvo Financial Services Region the Americas with responsibility for legal, capital markets, regulatory, general corpporate and compliance matters in North and South America through December 2017.  With  experience in public and Rule 144A ABS transactions in the United States she  was responsible for legal support for ABS and structured finance transactions in Brazil, Canada, and Mexico.     A former member of the Board of Directors of  SFIG, Teresa was  co-Chair of SFIG’s Equipment Issuer Committee and a member of SFIG’s Issuer Cabinet and the Steering Committee of SFIG's Women in Securitization initiative. T ... (view full description)

Tom Davidson

Sierra Auto Finance

Tom joined Sierra Auto Finance in March 2017 and is currently its Chief Financial Officer.  Prior to Sierra, Tom was a Senior Managing Director with GE Capital and was responsible for global securitization activities, Prior to joining GE Capital, Tom worked at Donaldson, Lufkin and Jenrette (DLJ) in New York from 1997 to 2000, where he specialized in underwriting mortgage-related securitization transactions on behalf of DLJ and its clients. Tom began his career as an auditor at Arthur Andersen in New York. Tom graduated from Williams College in Williamstown, Massachusetts and received an MBA from New York University. He is a CPA and holds Series 24, 7 and 63 FINRA licenses.

Steven Day

Senior Vice President - Investor Development
GE Capital

Steve Day has recently been appointed GE Capital Markets’ new investor development leader. Steve is a seasoned commercial finance executive whose new role will be to expand GE Capital’s overall commercial-asset securitization capabilities while working alongside individual transaction teams. GE Capital Markets is an active securitizer of small- and mid-ticket equipment loans and leases, diversified non-auto dealer floorplan loans, trade receivables and other commercial loans, with $16.3B of such securitization debt backed by commercial assets outstanding at YE 2014. Mr. Day has 25 years of experience in the equipment leasing and lending industry, including 20 years at GE Capital and 5 y ... (view full description)

Perry DeFelice

Director, Capital Markets

Perry DeFelice is the Director of Capital Markets at 1010data where he assists MBS and ABS market participants in implementing 1010data's end-to-end cloud-based solution for big data analytics. His clients include investors, GSEs, NRSROs, bond insurers, servicers and regulatory entities. These customers use 1010data to store and analyze both third party and proprietary pool and loan-level data for securitized and whole loan residential mortgages, CMBS, student loans, peer-to-peer loans, and more.

Cisco DeVries

Chief Executive Officer

John Detweiler

Senior Director
S&P Global Ratings

John is an Analytical Manager in the Structured Finance group for Standard & Poor's Ratings Services. He covers new issue asset-backed securities (ABS) ratings with responsibilities for commercial finance ABS and Standard & Poor's analytical efforts in Canada. He has been responsible for the production of criteria, publishing credit and research articles, training, and speaking at industry conferences and seminars in the U.S. and Canada.John joined Standard & Poor's in 1996 and has had responsibilities analyzing and rating letter of credit-backed bonds, asset-backed commercial paper and a range of commercial equipment-backed ABS.Before joining Standard & Poor's, John ... (view full description)

Chris DiAngelo

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)

Violet Diamant

BNY Mellon

Violet Diamant is a Senior Relationship Manager at BNY Mellon where she focuses on ABS clients across traditional and esoteric asset classes and financing structures. Prior to joining BNY Mellon, Violet was managing director of asset-backed securities (ABS) ratings and research for Morningstar Credit Ratings, LLC. She was responsible for the development and maintenance of criteria and models for ABS ratings, as well as building and managing the ABS analytical team and ratings process. Before joining Morningstar in 2014, Violet was director of credit risk management for Credit Agricole CIB, where she evaluated asset-backed commercial paper conduit financings. Previously, Violet worked as an A ... (view full description)

Dave Dickenson

Associate Director, Funding
Ford Motor Company

Dave Dickenson is Associate Director, Funding, at Ford Motor Company. He has had responsibility for Ford Credit’s lease and floorplan securitization programs since October 2012. Previously, he has held a variety of treasury positions at Ford and Ford Credit. Prior to joining the company, he worked in corporate banking. Dave earned a Bachelor of Arts in Economics from the University of Michigan and a Masters in International Affairs from Columbia University.  

James Digney

Director & Credit Analyst
Standard & Poor’s Ratings Services

James Digney is a Senior Director in the Structured Finance group at Standard & Poor’s Ratings Services in New York, where he is an Analytical Manager overseeing the ratings process of commercial mortgage-backed securities (CMBS). He has been at the company since 2003. Before joining Standard & Poor's, James worked as an Associate for Lend Lease Real Estate Investments in Boston and San Francisco, focusing on multifamily property acquisitions for the firm’s investment funds. Previous to Lend Lease, James was an Associate in the real estate market research and valuation group at Boston Financial Group. James is a member of the Commercial Real Estate (CRE) Finance Council. James h ... (view full description)

Dennis Dillon

Hogan Lovells

Dennis Dillon is a US-qualified partner in the international finance group in London. His main area of practice is structured finance transactions, primarily related to commercial paper conduits and credit enhancers. Dennis has wide-ranging experience in corporate and structured finance transactions, including acquisitions and joint ventures, asset-based financings, project finance, commodity funds, note offerings and restructuring of financing transactions. He also provides advice to investment advisors to CDOs and investment funds. Practices / Industry Sectors: Finance Asset Finance Structured Finance Debt Capital Markets Infrastructure and Project Finance Derivatives Educatio ... (view full description)

Patrick Dolan

Norton Rose Fulbright US LLP

Patrick D. Dolan focuses his practice on asset-backed and mortgagebackedsecuritizations. He represents underwriters, issuers, assetoriginators, liquidity banks, warehouse lenders and multi-sellercommercial paper conduits, and has worked on several securitizationsthat have involved innovative structures. Mr. Dolan has worked onfinancings and securitizations of, among other asset types, structuredsettlements, tax liens, PACE bonds, litigation judgments, tradereceivables and credit tenant leases (both domestic and cross-border).Mr. Dolan has an AV rating from Martindale-Hubbell and has beennamed one of the New York Areas Top Rated Lawyers by ... (view full description)

Frank Dos Santos

Vice President - Global Evaluations
S&P Capital IQ

Frank Dos Santos is Vice President – Global Evaluations, for Standard & Poor's Securities Evaluations (SPSE). SPSE is a part of S&P Capital IQ and is a registered investment adviser with the U.S. Securities and Exchange Commission. Frank has been with S&P Capital IQ for 15 years. He is responsible for the management and direction of the Fixed Income Evaluations Group which includes 55 pricing analysts, and for the methodologies, policies and procedures this group employs globally. Frank has over 25 years of industry experience. Prior to his role at S&P Capital IQ he was a senior vice president in the Pricing Policy & Control Group of Citigroup Capital Markets. Preceding his role at Citigrou ... (view full description)

Raj Dosaj

Senior Vice President, Behavioral Model and HPI
Black Knight Financial Services

Raj Dosaj joined Black Knight Financial Services in 2000 as Director of Client Support. Raj is currently responsible for the decision sciences functions and product management of Black Knight Data & Analytics’ AFT Prepayment and Credit Model and Home Price Index. He also manages the support of Black Knight Data & Analytics’ clients and prospects. Prior to joining Black Knight Data & Analytics, Raj worked as a senior client support consultant at Capital Management Sciences, Inc. for eight years. Raj holds a B.A. in Applied Mathematics from the University of California at San Diego and an MBA Finance from the University of California at Los Angeles.

John Eanes

Portfolio Manager
Ares Management

Mr. Eanes is a Portfolio Manager in the Tradable Credit Group, primarily responsible for managing the Firm's collateralized loan obligations (CLOs) and U.S. leveraged loan separate accounts. Mr. Eanes serves as an Investment Committee member on Ares global loan, high yield and total return credit funds. Mr. Eanes joined Ares in February 2006 as a Credit Analyst. Prior to his time at Ares, Mr. Eanes worked for Lehman Brothers, Inc. where he served as an Analyst in the securitization banking group, focusing on the origination and structuring of asset-backed securitizations. Mr. Eanes graduated from the University of Pennsylvania, where he earned his B.S. in Electrical Engineering.

Jeb Ebbott

Managing Principal
Silverton Consulting, LLC

Jeb Ebbott is SVP - Capital Markets at Santander Consumer USA where he focuses on strategy and funding for Santander in both the warehousing and capital markets.  Prior to his role with Santander, he worked with Rabobank and Citigroup focusing on providing structure finance funding to consumer finance and other industrial companies.

Elizabeth Ellis

Deputy Assistant Director
Consumer Financial Protection Bureau

Elizabeth Ellis serves as the Deputy Assistant Director for the Office of Financial Institutions and Business Liaison. As part of this role, she also serves as Director Cordray’s deputy for the FDIC Board. She has most recently served as the Senior Advisor to the Chief of Staff at the CFPB. Prior to joining the CFPB, she was a Financial Analyst at the Congressional Oversight Panel, where she evaluated the Troubled Asset Relief Program (TARP) and reviewed the state of financial markets and the regulatory system. Previously, Ms. Ellis was a Senior Associate at PricewaterhouseCoopers LLP, where she worked in the banking and capital markets audit practice.<br /><br />Ms. Ellis re ... (view full description)

Armando Falcon

Falcon Capital Advisors

Armando Falcon is CEO of Falcon Capital Advisors LLC, a management consulting firm based in Washington, DC. Falcon Capital Advisors provides strategic advice and technical assistance to private and government clients on matters involving regulatory compliance and remediation, mortgage market operations, program management, process improvement, and portfolio risk management. He previously served as the Director of the Office of Federal Housing Enterprise Oversight (OFHEO) from 1999 – 2005. As the Presidentially appointed and Senate confirmed Director of the agency, he served as the chief regulator for Fannie Mae and Freddie Mac, and played a key role in overseeing the U.S. secondary mor ... (view full description)

Jamie Feehely

Managing Director Securitization
National Bank Financial

Jamie Feehely is an MD at National Bank and focuses on securitization.  National Bank funds a various asset classes including mortgages, credit cards, equipment and auto loans primarily focused on the Canadian market. National Bank sponsors two ABCP programs and also funds in the Covered Bond market and credit cards in the term market .  Before joining National Bank earlier this year he spent 14 years at DBRS in the securitization group.

Eugene Ferrer

Ashurst LLP

Eugene Ferrer is a partner in the finance department in New York. His practice focuses on structured finance and derivative products, with a particular emphasis on structured credit products. In the past, Eugene has represented investment banks, financial institutions, investment advisors, issuers, investors and end-users in a wide array of financial products, including: cash and synthetic CDO/CLOs, credit-linked notes, securities repackagings, credit/interest rate/equity/hedge fund based derivatives, monetization of net operating losses and foreign tax credit transactions. During his career, Eugene has been involved with the securitization of many types of financial assets, including le ... (view full description)

Lisa Filomia Aktas


Lisa is Ernst & Young’s Global On-Call Accounting Advisory Services Group Leader and has more than 27 years experience working with financial institutions. On-Call provides accounting, tax, and regulatory reporting advice to investment bankers, other financial institutions, private equity firms and corporations to assist in the evaluation of financial products and transactions, as well as assists entities with implementation of new accounting standards, GAAP conversions, and the application and operational aspects of complex accounting requirements. Lisa has led numerous conversions, accounting implementation and other accounting advisory projects. She has advised a significant numb ... (view full description)

Vincent Fiorillo

Park Slope Advisors

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

Evan Firestone

Director, Agency MBS
1/0 Capital Evan Firestone founded Firestone Consulting in 2001 to provide analytical services to institutions involved in the mortgage- and asset-backed markets. Since that time, he has worked with over 70 companies including money managers, hedge funds, insurance companies, rating agencies, bond insurers, Investment Banks, mortgage originators and other consulting companies. Mr. Firestone also works with vendors of technology and data products to distribute these products to sophisticated buyers. Prior to founding Firestone Consulting, Mr. Firestone was a Managing Director at Merrill Lynch where he was responsible for quantitative analysis and the modeling of prepa ... (view full description)

Joe Fisher

Vice President

Joe Fisher is the Vice President of Investor Relations and Corporate Development for Navient.   Navient is a leading provider of asset management and business processing solutions for education, healthcare and government clients at federal, state and local levels. In his role at Navient, Joe is responsible for all aspects of Navient’s equity and debt investor relations program.  In addition, Joe oversees corporate acquisitions, divestitures and special growth initiatives.    Prior to joining Navient, Joe worked at Sallie Mae for 12 years in various positions, most recently as the managing director of Investor Relations.   Joe earned a bachelor’s degree in finance, fro ... (view full description)

Simon Fitzpatrick

McCarthy Tetrault

Mark Fleming

Chief Economist
First American

Mark Fleming serves as the chief economist for First American Financial Corporation, a leading provider of title insurance, settlement services and risk solutions for real estate transactions that traces its heritage back to 1889. In his role, he leads an economics team responsible for analysis, commentary and forecasting trends in the real estate and mortgage markets.   Fleming’s research interests primarily include real estate and urban economics, applied econometrics and mortgage risk. He has published research in the American Journal of Agricultural Economics and Geographic Information Sciences. His research has also been published in the book, “A ... (view full description)

Vincent Fleury

Managing Director & Global Head
Credit Agricole Corporate and Investment Bank

Vincent Fleury is a Managing Director and Global Head ofSecuritization for CA-CIB. Based in NY, he is a member of CA-CIBsManagement Committee. CA-CIBs Securitization Group originates andstructures structured finance transactions with no recourse or limited recourse, that are ultimately distributed or refinanced inthe capital markets through the issuance of term ABS or ABCP. As aconsequence, CA-CIBs Securitization Group is involved in a vast variety ofasset classes (Trade Receivables, Auto Loans, Dealer Floorplans, Project Bonds,Exim Bonds, Aircraft Financing)Prior to joining Crdit Agricole CIB in 2002, Vincent was ... (view full description)

Michael Flood

Structured Finance Industry Group

Michael Flood heads SFIG’s advocacy efforts in Washington and elsewhere. Mr. Flood reports directly to Richard Johns, SFIG’s Executive Director, and leads the group’s interaction with elected officials, regulators and other government representatives as it pertains to policies and positions derived by the membership. Mr. Flood has served in leadership roles at industry organizations overseeing advocacy and coalition building, and developing policy positions. Most notably this includes his work at Commercial Real Estate Finance Council where he oversaw and promoted the Council’s legislative and regulatory efforts for commercial real estate lending and structured finance with the Administratio ... (view full description)

Yehudah Forster

Senior Vice President/Manager
Moody’s Investors Service

Yehudah Forster is a Vice President – Senior Credit Officer with Moody’s Investors Service. Mr. Forster performs credit and legal risk analysis on a variety of structured finance transactions, including U.S. residential mortgage-backed securitizations (RMBS) and U.S. and Canadian covered bonds.

Prior to joining Moody’s in 2007, Mr. Forster was co-general counsel at a boutique RMBS issuer/broker- dealer, and prior to that, was an associate in the Capital Markets Group at Cadwalader, Wickersham & Taft LLP.

Mr. Forster is a graduate of New York University School of Law and Emory University, and is a member of the New York Bar.

Barney Frank

United States Congressman from 1981-2012

Barney Frank served as United States Congressman from Massachusetts for over three decades, starting in 1981, when he won the seat formerly occupied by Father Robert Drinan. An outspoken and deeply-respected legislator, noted for his keen sense of humor, Frank has played a key role in some of the most important legislation of our countrys recent history, including the repeal of dont ask, dont tell.As Chair of the House Financial Services Committee from 2007 to 2011, Frank helped craft the compromise bill to slow the tide of home mortgage foreclosures in the wake of the subprime mortgage crisis, as well as the subsequent $550 billion rescue plan, and the landmark Dodd-Frank Wall S ... (view full description)

Douglas Frankel

Managing Director

Mr. Frankel is currently the head of ABS and CLO structuring for PNC's Asset Backed Finance team. Mr. Frankel has worked in the structured finance industry for more than 20 years. He has analyzed a wide variety of structures and transactions from several different vantage points such as rating, insuring, trading and structuring. In addition to mainstream ABS and CLO transactions, he has spent a significant amount of time working on off-the-run esoteric securitizations. Mr. Frankel joined PNC Financial Services in 2012. Prior to joining PNC, Mr. Frankel was employed by Standard and Poor's, Financial Security Assurance and Ambac Financial Group. Mr. Frankel holds a B.S. in Business Administrat ... (view full description)

Michael Freedman

General Counsel

Peter Freitag


Peter M. Freitag, CFA, is a Principal and structured product portfolio manager for Prudential Fixed Income's Multi-Sector and Liquidity Team. Mr. Freitag has specialized in structured product since 1995. Prior to joining Prudential Financial in 1994, he was a management consultant at Oliver, Wyman & Company. Mr. Freitag received a BS in Engineering with honors from Rensselaer Polytechnic Institute and an MS in Engineering from Princeton University. He holds the Chartered Financial Analyst (CFA) designation.

Jade Friedensohn

Managing Director

  Jade Friedensohn currently serves as  Group Managing Director of the Structured Finance and Asia Pacific Divisions of Information Management Network, a subsidiary of Euromoney Institutional Investor PLC. IMN is an organizer of best in class financial conferences spanning the globe. Jade has 16+ years’ experience creating and executing large scale events and managing a talented team of conference professionals.  Since that time, she has for expanded the business into new markets and asset classes such as Italy, China and Greece; and new sectors such as renewable energy and fintech. In addition to new business development, her responsibilities include oversight of a team of ... (view full description)

Nathan Gabig


Managing Director, Secutization Analytics, Structured Finance Renewables - Mortgage & Consumer Lending Division, KPMG Consulting

Michael Gambro

Cadwalader, Wickersham & Taft LLP

Michael Gambro is co-chair of Cadwalader's Capital Markets Group and is based in New York. Mike is a corporate and securities lawyer who advises corporations, financial institutions and funds in acquisitions, financings and securitizations of financial assets, including commercial and residential mortgage loans, trade receivables, royalty payments, lease receivables and other payment obligations. He has represented some of the largest companies in the world in many noteworthy transactions, including acting as lead counsel in some of the largest single-borrower CMBS transactions and other groundbreaking or one-of-a-kind structured finance tran ... (view full description)

Chris Gavin

Perkins Coie LLP

Widely recognized as an active and innovative attorney in structured finance, Chris Gavin represents issuers, borrowers, sellers, buyers, lenders, official lenders, hedge funds, private equity funds and other investors in U.S. and international structured finance transactions. He is a partner in the Financial Transactions & Restructuring group. The footprint and complexity of his financings span North America, South America, Europe, Australia and Africa, and individual securitizations reaching more than $20 billion. Chris represents and advises clients in a range of cross-border transactions and structured solutions involving: • Residential mortgage transactions, including whole loan s ... (view full description)

Rachel George

Chapman and Cutler LLP

Rachel George is a partner in Chapman and Cutler's Banking Department. She joined the firm in 2012. Rachel's practice involves representing financial institutions in a wide range of asset-based lending and asset-backed securities transactions. She regularly represents issuers, underwriters, commercial paper conduits and bank lenders in connection with asset-backed securities transactions utilizing both fixed pool and revolving structures. She also regularly represents purchasers and lenders in connection with secured lending, warehouse lending, principal finance and portfolio acquisition transactions. She has experience with many types of financial assets, including credit and charg ... (view full description)

John Gibson


John Gibson is a Partner in PwC's Financial Instruments, Structured Products and Real Estate (FSR) group based in Washington, DC. He has over 25 years of diversified financial services experience working with commercial and investment banks, investors, and government agencies in the management, financing, valuation or sale of assets, including structured products, and loans. John's expertise includes securitization pre-transaction support, transaction analytics and financial advisory services Portfolio analysis and data integrity testing Issuer financing program feasibility and analysis Servicer operational reviews and transaction surveillance ... (view full description)

Weni Gieseking

Managing Counsel
Hyundai Capital America

Julie Gillespie

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)

David Girouard

Co-founder & Chief Executive Officer

Dave Girouard is co-founder and CEO of Upstart. Formerly, he was President of Google Enterprise, where he built Google's cloud apps business worldwide — including product development, sales, marketing, and customer support. Girouard was also a Product Manager at Apple; SVP of products & marketing at video search company Virage; an associate in Booz Allen's Information Technology practice; and a software developer at Accenture.

Andrew Giudici

Managing Director
Kroll Bond Rating Agency

Andrew Giudici is a Senior Director in the Structured Finance group at Kroll Bond Ratings. He is responsible for evaluating the creditworthiness of structured securities across a wide range of sectors. Prior to joining Kroll Bond Ratings, Andrew held a number of positions within Standard & Poors. Most recently, he was a director in the Utilities, Infrastructure and Project Finance Ratings group. In this role he was responsible for determining new and maintaining existing ratings on a portfolio of independent power providers, Public-Private Partnerships and project finance transactions. Andrew was also a team leader in Structured Finance at Standard & Poors where he was re ... (view full description)

Thomas Glanfield

Boston Portfolio Advisors, Inc.

President, joined Boston Portfolio Advisors after retiring from Ernst & Young as a Partner in its industry leading Structured Finance business. He has over 35 years of experience in the financial services industry serving banking and capital markets clients in the corporate finance and securitization markets and has worked with issuers, bankers, servicers, hedge funds and investors on all aspects of consumer and commercial finance. Tom specializes in consumer and mortgage finance and has provided advisory services in many asset classes including merchant advance, residential mortgages, home equity loans, esoterics, studen loans, credit cards, auto loans, equipment loans, future flows, an ... (view full description)

Cheryl Glory

Managing Director
Bank of America Merrill Lynch

Melanie Gnazzo

Chapman and Cutler LLP

Melanie Gnazzo is a partner in Chapman's Asset Securitization Department and is also a member of the Lease Finance and Project Finance practice groups. She serves on the firm’s management committee and as the San Francisco Office Leader. Melanie represents a wide range of banks, finance companies and funding sources engaged in structured finance and securitization transactions, as well as in portfolio acquisitions, dispositions, restructurings and joint ventures involving financial assets. She also provides advice with respect to tax advantaged financial and renewable energy products and investment vehicles. She has considerable experience providing both commercial and tax law ad ... (view full description)

Hans Godfrey

Vice President
Sapient Global Markets

Hans Godfrey is the Vice President responsible for the mid-Atlantic business of Sapient Global Markets (a division of Sapient Corporation). Sapient Global Markets is the only provider of scale to offer integrated advisory, program management, analytics, technology and operations services exclusively to capital and commodity market participants and regulators. Hans has over 20 years of business experience serving a broad spectrum of financial services clients. He founded Sapient’s Washington, DC office in 1999 and has consulted for multiple clients in the region including government sponsored entities, multilateral development banks, and commercial enterprises. His teams have delivered ad ... (view full description)

Rodolfo Gonzalez

Foundation Capital

Rodolfo joined Foundation Capital in June 2013. Passionate about extending financial services innovation to promote economic growth and inclusion, Rodolfo is fascinated by financial disintermediation, peer-to-peer funding, and bringing transparency and simplicity to the consumer experience. Rodolfo brings experience in financial services, management consulting, impact investing, and entrepreneurship. Rodolfo’s entrepreneurial experience includes two companies. At age 17, he co-founded Mexplosion, a startup created to host the Mexican qualifiers for the World Cyber Games e-gaming competition, leading the Mexican team in South Korea. More recently, Rodolfo was a co-founder of YouVes ... (view full description)

Olga Gorodetsky

Managing Director

Olga Gorodetsky is a Managing Director at MAXEX, a technology company that is launching a multi-seller to multi-buyer residential mortgage loan trading exchange. She previously served as Senior Advisor to Dr. Michael Stegman, Counselor to the Secretary for Housing Finance Policy at the Department of the Treasury. In this role, she served as the coordinator of Treasury's initiative to revive the private label MBS market and worked on housing finance reform.

James Grady

Managing Director, Head of Structured Finance
Brighthouse Financial

James Grady, CFA is a Managing Director and Head of Structured Finance at Brighthouse Financial.  In this role he is responsible for managing the firm's exposure in the Agency MBS, Non-Agency MBS, CMBS, ABS and CLO sectors.  

Mr. Grady holds an MBA from Cornell University’s Johnson School of Management and a Bachelor of Arts from Ithaca College.

He is a member of the New York Society of Securities Analysts and the CFA Institute and holds the Chartered Financial Analyst designation.

Brian Grow

President of MCR
Morningstar Credit Ratings

Brian Grow is managing director of residential mortgage-backed securities (RMBS) and asset-backed securities (ABS) ratings and research for Morningstar Credit Ratings, LLC. He is responsible for development, implementation, and maintenance of the ratings and surveillance process for RMBS, ABS, and single-family rental securities, as well as management of the RMBS and ABS analytical teams.   Before joining Morningstar in 2011, Grow spent 10 years in ABS and RMBS ratings and research at another rating agency. During that time he formed the agency’s RMBS criteria and modeling team, which developed and proposed new ways to identify and model risk in RMBS transactions. H ... (view full description)

James Gutierrez

Chief Executive Officer

James is a leading socialentrepreneur and innovator in financial services. James is CEO and co-founderof Insikt, a technology company based in San Francisco that helps establishedbrands lend to their customers and turns those loans into attractive yieldingproducts for accredited investors. Prior to Insikt, James founded and was CEOof Progreso Financiero, the leading provider of responsible, unsecured loans toHispanics in the US that recently surpassed $1 billion in loans and 400,000unique borrowers since its founding. As CEO from 2005-2012, James led Progresofrom its development as a nascent start-up to a market leader in the lendin ... (view full description)

Chris Haas

Associate General Counsel
Bank of America

Christopher J. Haas is a Managing Director and Associate General Counsel at Bank of America . He is currently head of the Securitization and Structured Products Legal Group at Bank of America responsible for all securitization activities of Bank of America, as well as the securitization and structured finance activities of Bank of America Merrill Lynch. Mr. Haas has over 20 year experience in the securitization and structured finance market both as in house counsel and in private practice and across a wide spectrum of products, including CLOs. ABS, RMBS, CMBS , derivatives and structured products, He is also Vice Chairman and board member of the Structured Finan ... (view full description)

Sanjeev Handa

Old Orchard Lane, LLC

Sanjeev Handa is a current board member, trustee and senior advisor with thirty years of global experience in the financial, real estate and securitization markets. He is known as a leader and consensus builder with a deep understanding of investments, risk management, compliance and corporate governance.  Sanjeev qualifies as an audit committee financial expert.   Sanjeev is an Independent Director of the Carlyle Tactical Private Credit Fund, a closed-end investment management company.  The Fund is advised by an affiliate of The Carlyle Group. Sanjeev is the Chair of the Audit Committee and also serves on the Nominating and Governance Committee and Independent Trustees Committee ... (view full description)

Mark Hanson

Senior Vice President Securitization
Freddie Mac

Mark D. Hanson is the senior vice president of Freddie Mac’s Securitization Division. In this role, he oversees Freddie Mac's mortgage securitization efforts, including pass-thru, REMIC and strip issuance. He is also responsible for developing and implementing new mortgage security products and capabilities that meet the needs of institutional investors, broker/dealers, lenders, servicers and third party vendors. Additionally, Hanson leads Freddie Mac’s efforts supporting FHFA’s directives around the Single Security, expanding liquidity in the conventional TBA space. Hanson was previously a vice president for Lazard Asset Management, where he managed mortgage ... (view full description)

Chris Haspel

Promontory Financial Group

Chris joined Promontory from Washington, D.C.-based consumer-finance company Fenway Summer, where he served as partner and head of capital markets. Prior to joining Fenway Summer, Chris was a senior adviser for residential mortgage servicing and securitization at the Consumer Financial Protection Bureau. In this capacity, he oversaw many of the CFPB’s efforts in developing and executing mortgage policy. Prior to joining the CFPB, he was director of servicer monitoring at Ginnie Mae, where he was responsible for surveillance of 220 servicers of its $1.1 trillion portfolio. In addition, Chris oversaw servicing and asset management of Ginnie Mae’s $25 billion defaulted-issuer portfolio. Over th ... (view full description)

Tricia Hazelwood

International Head of Securitized Products

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

John Hermle


John is a partner KPMG’s advisory practice and has 25 years of experience working with financial services firms.  John leads a team of professionals based in the greater Washington DC area and New York focusing on transaction related attestation services for structured products.  Over the past 15 years, John has built up teams to deliver agreed-upon procedures for CLOs, CMBS, ABS and RMBS products.  John also assists clients with valuation matters involving structured products and is one of the firms national review partners in this area supporting KPMG’s financial services audit practice.  John has assisted both banks and asset management firms with their new issuances, compliance, valuatio ... (view full description)

Lisa Hernandez

Securitization Solution Leader
Deloitte & Touche LLP

Lisa is a Deloitte Risk and Financial Advisory partner in Deloitte & Touche LLP and leads the Securitization Solution practice in the Financial Risk, Transactions & Restructuring market offering. She has 15 years of financial services experience assisting clients entering the capital markets through various financial transactions and supporting them and other industry participants as they navigate through the regulatory environment. Lisa has a deep expertise in Residential and Asset Backed Securities and leads teams that specialize in file review, collateral and cash flow modeling and technology solutions, for a variety of asset classes such as student loans, agency, prime, performin ... (view full description)

Hector Herrera

Head of Business Development
BNY Mellon

Hector Herrera, with his seasoned team of sales professionals, leads Corporate Trust’s business development efforts for certain strategic clients of BNY Mellon as well as focusing on Government, Infrastructure, Conventional Debt and Structured Finance Sales for the Americas.    From 2010 to 2017, Hector was Corporate Trust’s Business Development lead for Latin America and Canada; during which time he successfully won and on boarded multiple landmark transactions for the firm.   As well as having strong industry relationships and a deep understanding of the global markets, he has specific experience in complex, structured and specialty products.   He joined ... (view full description)

Richard Hill

Executive Director
Morgan Stanley

Carol Hitselberger

Mayer Brown LLP

"Praised for being at the cutting edge on securitization issues, an absolutely brilliant lawyer" Chambers USA Carol Hitselberger focuses her practice in the structured finance area. She spends significant time on accounting and regulatory developments that impact the structured finance industry. Carol often works with investors and issuers in structured finance products of most types, including trade receivables, credit card receivables, consumer loans, auto loans, aircraft, leases, franchise portfolios, government contracts, trademark licenses, and various other financial assets.Chambers USA highlights that "she has been doing structured finance wor ... (view full description)

Stephen Hofmann

Assistant General Counsel
Wells Fargo & Co.

Stephen Hofmann is Assistant General Counsel and Head of the Structured Products and Corporate Trust Services section of the Wells Fargo Law Department. His section provides legal support for Wells Fargo’s domestic and international securitization and structured securities issuance, underwriting, investment and lending activities, as well as for Wells Fargo’s domestic and international divisions of its Corporate Trust Services group, which provides trustee, agency, escrow and similar services to commercial and government clients. He also worked previously in the legal department at Bank of America Merrill Lynch and as an associate attorney at Dewey Ballantine LLP.

Michael Hopson

Managing Director

Thomas Hourican

Managing Director

Katherine Hsu

Chief, Office of Structured Finance, Division of Corporation Finance
U.S. Securities and Exchange Commission

Dapeng Hu

Managing Director

Dapeng Hu, PhD, CFA, Managing Director, Head of mortgage modeling, is a member of BlackRock Solutions' financial modeling group and a member of BlackRock's Fixed Income Global Research team. Dr. Hu's primary responsibilities include directing development of BlackRock's mortgage prepayment and credit models and conducting relative value research on MBS and ABS. Prior to joining BlackRock in 2003, Dr. Hu was with Wells Fargo as a Director of financial modeling from 2001 - 2003. From 2000 - 2001, he was with Citigroup as Vice President of empirical modeling. In these positions, Dr. Hu supported mortgage servicing valuations, whole loan portfolio management, and MBS trading. From 199 ... (view full description)

Jian Hu

Managing Director & Head of New Ratings for US Corporate Asset Securitization
Moody's Investors Service

Jian Hu is Managing Director and Head of New Ratings for US Corporate Asset Securitization that includes CLOs, Commercial and Esoteric ABS, and other structured credit products at Moody’s Investors Service. From September 2008 to September 2016, he was MD and Global Head of CLOs and Structured Credit Surveillance. He is also Moody's Global Structured Finance Research Coordinator. In addition, Jian is involved in various global research and outreach activities related to China, and Co-Chair of China Market Committee of U.S. Structured Finance Association. Prior to September 2008, Jian was a Senior Vice President responsible for CLOs and Structured Credit research. From 2002 to 2007, he ... (view full description)

Bert Hunter

Executive Vice President and Chief Investment Officer
CT Green Bank

As Chief Investment Officer of the Connecticut Green Bank, Bert leads the finance team’s development of new and innovative financing programs that attract more private capital to scale-up the state’s clean energy investments, including energy efficiency, renewables and alternative fuel vehicles and associated infrastructure.Bert was Vice President of Finance and Chief Financial Officer of Spectrum Capital, Ltd, an investment bank focused on commercial aircraft finance and investment in U.S. electric power generation. He was accountable for all financial control and served as the company’s senior risk officer, overseeing all extensions of credit and investment of the ... (view full description)

John Hwang

Allen & Overy LLP

John's practice focuses primarily on asset-backed securities, with extensive experience in covered bonds and the securitization of auto loans and leases, dealer floor-plan financings, credit card receivables, student loans, trade receivables, mortgage loans, servicer advances, tobacco fee settlement awards, tobacco quota payments, life settlements and utility stranded costs. He has represented issuers, underwriters, investors, credit enhancers and placement agents in connection with public and private offerings of securities and numerous asset-backed commercial paper conduit transactions. His work also includes advising clients in connection with asset purchases and dispositions and acquisit ... (view full description)

Reggie Imamura


Mr. Imamura leads Financial Services Advisory & Banking (FSAB) at PNC. FSAB provides advisory and banking services to U.S. financial services companies through an integrated platform combining industry-specialist corporate finance bankers and the Asset-Backed Securities Group at PNC. FSAB advises clients on complex strategic decisions and transactions in the financial services industry.Mr. Imamura has extensive experience providing corporate finance advisory services for global financial services companies. He joined PNC in 2004 and has been head of the Asset-Backed Finance Group since 2007. In 2009, Mr. Imamura led the formation of Financial Services Advisory & Banking t ... (view full description)

Shobhit Jain

Managing Director
Vichara Technologies

Shobhit heads Vichara’s structured finance solutions business, including strategy, product development, and client services. Over his career, Shobhit has helped major sell-side and buy-side firms, including HSBC, Bank of America, Western Asset, DoubleLine Capital, Oaktree Capital, Annaly Capital and others, develop and deploy advanced technology platforms for all aspects of managing compex fixed income portfolios. He has led technology initiatives to support trading, valuations, risk management, data analysis & modelling, stress testing and regulatory compliance. Shobhit has also built strong strategic relationships with all major structured finance data and model vendors, integrating th ... (view full description)

Patrick Janssen

Director & Portfolio Manager
M&G Investments

 Patrick joined M&G Investments as a Portfolio Manager in ABS in September 2007. He currently manages a mix of different ABS mandates ranging from AAA-rated only to double digit type or IRR funds. Prior to joining M&G Investments, Patrick worked at Fortis Bank as a Senior Credit Manager in ABS.

His prior work experience involved US stocks and real estate analysis. After graduating with honours from Antwerp University as a Commercial Engineer, he specialised further in Fiscal and Financial Sciences and became a Certified International Investment Analyst (CIIA).

David Jefferds

Chief Executive Officer

Dave Jefferds is CEO and co-founder of DealVector, the leading bondholder communications company (with over 1200 Member institutions) focused on facilitating communications among any of the affiliants of particular structured transactions, including investors, lawyers, brokers, issuers, trustees, servicers, and others. In 2019, DealVector has taken the lead on the Libor transition issue for Legacy securitizations with Liborhub, and the company has worked on almost $5 bn of consent mandates year-to-date.  DealVector's identity-protected deal registry and messaging functionality is tailor-made to assist industry as it addresses complex procedural challenges such as Libor amendments. Additional ... (view full description)

Maggie Jiang

Credit Suisse

Maggie Jiang is a Senior Director of Credit Suisse in the Investment Banking   division, based in New York, within Asset Finance, which is part of the Fixed Income department.  Her expertise includes origination, structuring, risk assessment, and advisory. She covers a wide range of asset classes globally, including consumer ABS, commercial ABS, Trade Finance, Mortgages, esoteric ABS, etc. Ms. Jiang joined Credit Suisse in May 2011 after six years at Barclays Capital, where she was a Director in the Securitized Products Origination Group. Prior to that, Ms. Jiang had various responsibilities at CitiGroup, Deutsche Bank, and Deloitte & Touche. ... (view full description)

Richard Johns

Executive Director

Richard Johns is the Executive Director for the Structured Finance Industry Group, a member-based trade industry advocacy group focused on improving and strengthening the broader structured finance and securitization market. A longtime leader in the securitization industry, Mr. Johns, 46, has more than 17 years of experience, having previously served as Head of Global Funding and Liquidity at Ally Financial Inc. Earlier in his career Mr. Johns also had roles as Head of Global Capital Markets at Capital One Financial Corp and as a transaction lead at MBNA (now Bank of America). Throughout his career, Mr. Johns has issued securitized products across a variety of pl ... (view full description)

Jeffrey Johnson

Morgan, Lewis & Bockius LLP

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

Jim Johnson

Global Government Affairs

Helen Jones

Director Securitization

Helen Jones is a Director in the Asset Backed Products group at Societe Generale in New York where she is a Senior Financing Specialist. She is responsible for trade receivables financing. She has worked in the structured finance industry for nearly 20 years in many different capacities including structuring transactions and work-outs. Prior to joining Societe Generale in 2005, she worked as a lawyer in the structured finance group at Freshfields Bruckhaus Deringer, a leading international law firm, based in London. Helen has a BA in Economics and an LLB, both from Dunedin University, New Zealand together with an LLM in International Financial Law from Kings College, London. She is currently ... (view full description)

John Joshi

Director of Financing Solutions

John Joshi joined NYSERDA on June 2nd as Director of Financing Solutions.  In this role John will develop strategies as part of our Clean Energy Fund for mobilizing private capital and market-based financing solutions to support scaled investments in clean energy across sectors and technology areas.  This role is important to support the Governor's energy agenda and the strategy for scaling clean energy by engaging private capital financing solutions.  John will interact with market financing institutions, both those already participating in providing solutions for clean energy financing and those who are not involved in offering financing products for these purposes or do so at s ... (view full description)

Mary Kane

Head of Securitized Products Research
Citi Global Markets, Inc.

Research analyst, specializing in nonmortgage ABS sectors, including credit cards, autos, student loans and a variety of esoteric ABS. Publishes frequent commentary on ABS markets, consumer credit performance, prepayments, regulation and other relevant ABS market related topics. Is a top-3 ranking analyst in the Institutional Investor All-America Fixed Income Research poll for 10+ years. Was previously a portfolio manager at UBS and Creditanstalt Bank

Eric Kaplan

Senior Advisor
Milken Institute - Center for Financial Markets

As Senior Advisor to the Milken Institute Center for Financial Markets (and in his previous role of Director of the Center's Housing Finance Program), Eric Kaplan focuses on the health, sustainability, and reform of the US housing finance ecosystem. He regularly engages policymakers, regulators, industry stakeholders, and consumer advocates on such issues as the roles of public and private capital, primary and secondary market dynamics, and lending and servicing practices, maintaining a focus on consumer, industry, and systemic impact. Kaplan brings over 27 years of housing and mortgage experience across a variety of finance, legal, and policy roles. Prior to joining the Milken I ... (view full description)

Howard Kaplan

Senior Partner

Howard A. Kaplan is a senior partner at Deloitte & Touche LLP. He has more than 30 years of deep financial services industry experience, with a specialization in securitization, valuation and the capital markets. Howard is currently the global lead client service partner for a top tier global investment bank and asset management firm and the advisory partner for a top 3 global payments company. Howard is an active contributor to securitization industry advocacy efforts through the Structured Finance Association, where he serves as the chair of the board of directors and the executive committee.  Previous to these roles, Howard spent over 20 years building and managing the Deloitt ... (view full description)

Manish Kapoor

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

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

Valerie Kay

Managing Director
Morgan Stanley

Managing Director, Deputy Head of Asset Finance Group Morgan Stanley

Rosemary Kelley

Senior Managing Director
Kroll Bond Rating Agency

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

Joseph Kelly

Kroll Bond Ratings

Kevin Kendra

Managing Director
Fitch Ratings

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

Boris Kogut

Managing Director Head Asset Securitization
RBC Corporate Treasury

Mr. Boris Kogut is currently MD, Head of Asset Securitization, Corporate Treasury at Royal Bank of Canada. Prior to joining RBC in June 2010, he co-founded myNext Mortgage in Toronto having worked there as VP Capital Markets & Treasurer and a member of the Board of Directors. Until December 2005 he was Vice President, Securitization and Alliance Management at The Bank of Montreal, where he has been since 2001. At BMO, Mr. Kogut oversaw a group of professionals responsible for the retail bank’s $10+ Billion securitization portfolio. Prior to joining BMO Boris spent 5 years with CIBC as an executive in the bank’s Treasury and Balance Sheet Management Group. Mr. Kogut received a Chartered F ... (view full description)

Steven T. Kolyer

Sidley Austin LLP

STEVEN KOLYER is a partner in the Global Finance Group in the firm’s New York office. He has broad experience in securitizations, structured credit products, investment fund formations and conventional securities offerings, focusing on CLOs/CDOs and related financings in the corporate and real estate sectors. Steven is experienced in conventional capital markets and commercial lending and credit transactions and in credit-linked and other derivative products. Steven's experience over the years has been highlighted by transactions involving innovation and structured solutions in the capital markets. He played a lead role in the development of a number of securitization products da ... (view full description)

Mahesh Kotecha

Founder and President
Structured Credit International Corp

Mr. Kotecha is President and founder of Structured Credit International Corp. (SCIC), which advises clients on ratings, structured financings, valuation of complex securities and debt capital markets. Prior to forming SCIC in 1999, he was Managing Director of MBIA Insurance Corporation, of CapMAC Asia and CapMAC and an Alternate Director for ASIA Ltd. He came to CapMAC in 1989 from Kidder, Peabody, where he was Director of the Market Analysis and Product Development Group. Mr. Kotecha led Kidder into the UK structured finance markets, structured the first public CBO, and advised International Finance Corporation (IFC) and Turkey on capital markets issues. Previously, Mr. Kotecha worked ... (view full description)

Tom Kramer

Senior Managing Director
Kramer Van Kirk Credit Strategies

Thomas A. Kramer is the Senior Managing Director with overall executive responsibility for Kramer Van Kirk Credit Strategies LP ("KVK"). Mr. Kramer has 30 years of experience in the corporate and leveraged credit markets, the last 25 of which have been dedicated exclusively to leveraged finance. He has extensive knowledge of the leveraged loan asset class with particular strengths in credit selection, portfolio construction and portfolio management. Prior to forming KVK, Mr. Kramer was Managing Director and Co-Head of Leveraged Asset Management at Neuberger Berman (2007–2010), the successor firm of Lehman Brothers Asset Management which purchased LightPoint Capital Management in July 2007. ... (view full description)

Jason Kravitt

Cameron Kravitt Foundation

Jason is the founder of Mayer Brown’s securitization practice and was co-chair of the firm from 1998-2001. He has helped the firm's clients create some of the most significant securitization products used in the capital markets today and is well known for being a Co-Founder of the Securitization Industry’s original trade association;  leading industry groups in connection with new legislation or regulation; helping to lead large securitization transactions such as MLEC ($100 billion) and Straight A funding ($60 billion) and large RMBS mortgage litigation settlements such as the BofA/BNY Mellon $8.5 billion settlement.  He is consistently rated in the highest category by lawyer ratings ... (view full description)

Ariel Kronman

Weil, Gotshal & Manges LLP

Ariel Kronman is a partner in the New York office of Weil, Gotshal & Manges LLP and is a member of the Structured Finance and Derivatives practice. Mr. Kronman has worked at a number of premier law firms, investment banks and hedge funds on Wall Street and in Asia, including as head of legal coverage of the CDO/CLO desk at Bank of America. Prior to rejoining Weil in 2008, Mr. Kronman was a managing director in the legal department at Bear Stearns. Mr. Kronman’s extensive derivatives experience includes credit derivatives, FX and interest rate swaps, forwards and options, total return swaps and equity derivatives, both in commercial and structured finance contexts. Mr. Kronman has also ad ... (view full description)

Stephen Kudenholdt

Partner and Head of Structured Finance

Stephen Kudenholdt is Dentons' Head of Structured Finance and a partner in the US Capital Markets practice. Stephen’s areas of practice include residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS) and other asset-backed securities (ABS), primarily focusing on residential mortgage loan securitization as well as re-securitization transactions involving various classes of mortgage-backed securities. He represents issuers, underwriters, loan sellers and other entities in public offerings and private placements. He has helped develop many transaction structures and formats that have become industry standards, including shifting interest subordination techniq ... (view full description)

John Kuhns

Executive Director
JP Morgan Securities LLC

David Kurnov

Senior Director - Financial Engineering
Moody's Analytics

David manages global operations for the structured finance valuations, advisory and investor business at Moody’s Analytics. His team develops and implements analytical models for valuing and stress testing securities across structured asset classes and provides advisory support for risk analysis and regulatory submission. David also manages the products used by structured finance investors to perform monitoring and cashflow analysis. David has a BS in economics from The Wharton School and a BSE in computer science from the School of Engineering at the University of Pennsylvania.

Paul Kurzeja

Associate General Counsel & Director
Bank of America Merrill Lynch

Paul Kurzeja is an Associate General Counsel at Bank of America Merrill Lynch. His principal practice involves the representation of the Bank in all aspects of securitization and secured lending as well as commercial real estate. Prior to joining the Bank, Mr. Kurzeja practiced with Mayer Brown and Cadwalader, Wickersham & Taft. He also spent several years as a CPA with Deloitte & Touche. Directly after law school, he served as a federal judicial clerk in the Middle District of North Carolina. Mr. Kurzeja is a cum laude graduate of Quinnipiac University School of Law. He holds a B.A. in Accounting from Moravian College and a Masters ... (view full description)

Dennis Lee


Dennis Lee is a Director in the US
Securitization Research Group at Barclays and is the lead analyst for covering
the US non-mortgage ABS sector. Mr. Lee joined Barclays in 2011 from Silver
Point Capital, a distressed credit hedge fund, where he was an investment
analyst specializing in structured finance securities. Prior to that, he was a
strategist covering US RMBS in Merrill Lynchs fixed-income research
department. Mr. Lee received his bachelors and masters degrees in Industrial
Engineering from Cornell University.

Daniel Leiter

Executive Director
Morgan Stanley

Dan is the head of the European Securitized Products trading desk at Morgan Stanley. He joined MS in New York out of college in 2006. He has held different roles throughout his career including structuring, strategy and trading. He currently trades all European securitized products including RMBS, CMBS and CLOs.

Steve Levitan

Morgan, Lewis & Bockius LLP

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

Stuart Litwin

Co-Head Securitization
Mayer Brown LLP

Mayer Brown is one of the world's leading law firms for securitization. With over 100 securitization lawyers across the Americas, Europe and Asia, we offer experienced teams across a broad range of vehicles and asset classes. We are one of a handful of international law firms that have securitized virtually every asset type that can be securitized. We regularly represent commercial banks, investment banks, issuers, credit enhancers, liquidity providers, trustees, servicers, underwriters, placement agents and other transaction parties in jurisdictions around the world. Mayer Brown has been at the forefront of assisting clients with originating, acquiring, financing, and securitizing peer-to-p ... (view full description)

Borong Liu

Chairman and Partner
China Securitization Forum / Beijing Zhonglun Law Firm

The Chairman of the Executive Committee of the China Securitization Forum, Head of the Financial Department of the Zhong Lun Law Firm (, Deputy Chairman of the Zhong Lun Charity Foundation, Commissioner of the Asset Securitization and Structured Finance Committee of the National Association of Financial Market Institutional Investors (, Special-term Professor at the China Capital Markets Institution (, External Appraisal Expert for Asset Securitization Projects at Shanghai and Shenzhen Stock Exchange, Commissioner of the Expert Committee of the China Development Bank, formerly the 7th Chairman of ... (view full description)

Aleksandr Lobanov

Managing Director
Deloitte & Touche LLP

Aleksandr Lobanov is an Advisory Managing Director at Deloitte & Touche LLP, residing in the Securitization market offering. He has more than 12 years of experience working with all types of collateralized debt obligations (CDO) and collateralized loan obligations (CLO), covering the full lifecycle scope of agreed-upon procedures. He oversees CLO collateral portfolio tie-outs and CLO capital structure and cash flow tie-outs for marketing materials and offering documents, as well as payment date reconciliations. He is also involved in valuation of both debt and equity of CDOs/CLOs utilizing both Intex and internal proprietary models.     Internally, Aleksandr assists audit tea ... (view full description)

Xiaowei Luan

Senior Vice President, Securitization
GE Capital

Xiaowei Luan is a senior vice president in GE Capital’s global securitization and alternative funding group. She is responsible for the development and execution of alternative funding strategies for General Electric Company on a global basis. During her 18+ year career in GE, Xiaowei has held various roles with increased responsibilities, which include the development of structured financing solutions and funding platforms for GE’s trade receivables, equipment financing, mid-market loans, real estate, and dealer inventory financing businesses. Xiaowei started her career in GE as a project engineer at GE Lighting and was responsible for sourcing and product development in China and US. Prior ... (view full description)

David Lukach


Bob Magee

Managing Director
Fortress | NRZ

W. Robert Magee, Jr. – Chief Investment Officer, Shellpoint Partners Mr. Magee was one of the founding members of C-BASS in July 1996. He was responsible for the investment and trading activities at the firm as they pertained to performing and non-performing loans, REO, and delinquent FHA/VA loans. From late 2004 to the end of 2007, Mr. Magee was the Non-Agency mortgage portfolio manager at Citadel Investment Group, where he started that firm’s Non-Agency business. Mr. Magee started his career in the securities industry in 1988 writing mortgage securities modeling software. He held a number of positions within Citibank Securities Fixed-Income Research Group. He t ... (view full description)

Amanda Magliaro

Head of Structured Markets

Amanda Magliaro Head of Global Structured Finance Distribution. Amanda joined Citi’s U.S. Syndicate Desk in 2002 upon graduation from Columbia Business School, where she received an M.B.A. in Finance. While at Columbia Business School, Amanda was the President of Columbia Women in Business. She received her B.A. from Cornell University in 1996 with a major in Economics and Japanese Studies, with Dean’s list Honors. Amanda is Co-Head of the Markets Diversity Committee, and is the Chair of Citi's International Women's Day Commitee and she was chosen for Citi's Womens Leadership Development Program "Women Leading Citi".  She is fluent in Spanish and conversant in Japanese. Amanda serves o ... (view full description)

Elaine Mah

Senior Vice President
U.S. Bank

Elaine is a Senior Vice President in the Global Corporate Trust Services CDO group at U.S. Bank based in Houston. Prior to joining U.S. Bank, she spent 25 years with JPMorgan and BNYM. She managed the CDO Transaction Management Group whose responsibility was to lead a team of professionals performing document review, negotiation of transaction documents, and interact with deal parties with a focus of mitigating risk. She was also a Senior Transaction Manager and Relationship Manager working on first to market structured finance transactions. Elaine has worked with leading investment banks, collateral managers, and various market participants in the CLO market during her career. Elaine is a g ... (view full description)

Sharif Mahdavian

Managing Director
Standard & Poor’s Ratings Services

Sharif Mahdavian is a Managing Director and Analytical Leader in the North America Residential Mortgage-Backed Securities group at Standard & Poor's Ratings Services. Since joining Standard & Poor's in 2005, Sharif's areas of focus have included various aspects of the new issue ratings process including representations and warranties, due diligence, mortgage origination review, antipredatory lending and counterparty risk. Prior to assuming his current role, Sharif served as an Analytical Manager and Lead Analytical Manager responsible for overseeing the issuance and surveillance of U.S. RMBS ratings.Previous to joining Standard & Poor's, Sharif practiced as a litigator in private ... (view full description)

Bruce Manson

Global Head of Bloomberg Valuation Service
Bloomberg L.P.

Bruce Manson leads Bloomberg's Pricing Services, a division of Bloomberg Enterprise Solutions business. Based in New York, he oversees product development, strategy and customer service for data pricing products such as Bloomberg Valuation Services (BVAL), which provides transparent, evaluative prices and risk measurements for fixed income and derivative securities.Bruce has more than 25 years of experience working in capital markets, eCommerce, product development, institutional trading, business strategy and marketing. He has spoken at several industry events about the challenges of evaluating OTC or thinly-traded securities as well as the regulatory reporting requirements ass ... (view full description)

Ellen Marks

Latham & Watkins

Ellen Marks is a partner in the Chicago office of Latham & Watkins and a member of the firm's Corporate and Finance Departments. Expertise Ms. Marks handles complex and innovative financial transactions and restructurings with a particular focus on securitization and structured finance. She also handles financial regulatory matters and has extensive knowledge of the federal securities laws, the federal banking laws and their related regulations, including changes resulting from the Dodd-Frank Act. Ms. Marks represents the Financial Services Roundtable's swaps working group. In that capacity she has drafted numerous comment lette ... (view full description)

Emmanuel Marot

Chief Executive Officer

Emmanuel Marot is a polymath and serial entrepreneur. A French 'grandes école' graduate with a major in Computational Finance, Emmanuel started his career in marketing at Apple. He also helped the French intelligence agency to modernize the presentation of classified information, and worked as a freelance graphic designer. At age 26, he created his first startup, a Web agency creating mobile Internet services. After selling it, he co-founded a larger communication agency, totaling 400 employees. In 2000, Emmanuel patented a novel way to access mobile sites and created his 3rd company. He sold it six year later and became Director, Mobile Search at Microsoft. He left in 2008 to resea ... (view full description)

Ron Mass

Managing Principal
Almitas Capital

Ron Mass is managing principal of Almitas Capital. Prior to founding Almitas Capital, Mr. Mass was a senior portfolio manager and head of Structured Product Investments at Western Asset Management in Pasadena, California for 21 years. Mr. Mass chaired the Leverage Products Committee at Western Asset and was on the Broad Market Strategy Committee as well as the Risk Management Committee. Mr. Mass was responsible for management of over $100 billion of fixed income investments in Asset Backed, Commercial Mortgaged Backed and Residential Mortgage Backed Securities and responsible for management of the Public Private Investment Partnership with the US Treasury as well as closed end funds and dedi ... (view full description)

Dean Masse

McCarthy Tétrault LLP

Dean Masse is a partner in the Toronto office of McCarthy Ttrault LLP. His practice focuses on securitization, structured finance and securities transactions, including single-seller, multi-seller and cross-border securitization transactions and asset-backed programs. He acts for issuers, sellers, underwriters, placement agents, trustees, liquidity providers and credit enhancers in various public and private securitization and structured finance transactions involving a variety of asset classes, including credit card receivables, residential and commercial mortgages, home equity lines of credit, retail instalment contracts and trade receivables. He has extensive experience acting fo ... (view full description)

Mary Matalin

Celebrated Conservative Voice and Former Presidential Advisor

Mary Matalin is one of the most celebrated and popular conservative voices in America. As an author, television and radio host, and widely sought after political contributor, pundit and public speaker, she has become noted for her straightforward manner and insightful political repartee. Among her many roles and accomplishments, she has served under President Ronald Reagan, made her mark as George H.W. Bush's Campaign director and most recently as assistant to President George W. Bush, and as assistant and counselor to Vice President Dick Cheney, making her the first White House official to hold that double title. Matalin has been active in politics since college, starting at the grass ... (view full description)

Richard Matsui

Chief Executive Officer
kWh Analytics

Richard Matsui is the CEO of kWh Analytics, a data aggregation and analytics company for the solar industry. The firm offers insights to investors that are making decisions about risk and valuation in the solar asset class, using state-of-the-art statistical algorithms. Their dataset is the industry's largest independent aggregation of solar asset data, representing thousands of PV systems. Prior to co-founding kWh Analytics, he was the founding partner of Honua Solutions, a management consultancy to the global solar industry, advising clients across Asia, Europe, and the US.Prior to Honua Solutions, he was a consultant with McKinsey & Company in Greater China.As a founding member of the fi ... (view full description)

Lynn Maxwell

Global Head, Securitisation, Structured Capital Markets

Lynn Maxwell, Managing Director, Global Head of Securitisation, Structured Capital Markets, DCM at HSBC Bank plc. Lynn has worked at HSBC in London for the past 9 years. Her global team originates, structures and distributes securitisations across all major ABS markets, including EMEA, Asia and the Americas. Assets include cash or synthetic securitisations across all asset classes, including auto loans and leases, residential mortgages, trade receivables, consumer loans, SME loans, managed and balance sheet CLOs and credit cards. Lynn is regularly involved in securitisation regulatory consultations and contributes to industry panels and discussions. Lynn was shortlisted in 2014 as a Future ... (view full description)

Alana McCargo

Vice President

Alanna McCargo is Vice President for CoreLogic Government & Industry Solutions in Washington, DC. She is responsible for managing key strategic client relationships and developing and delivering data, analytics and product solutions that meet regulatory, market and business needs. Alanna supports key policy and thought leadership initiatives at CoreLogic, ensuring data, information and insights are fully leveraged in research, analysis and policymaking. Prior to working with CoreLogic, Alanna was Vice President for portfolio retention strategy and operations at JP Morgan Chase. Before that, she spent 10 years at Fannie Mae working on critical company initiatives in Finance and Credit Por ... (view full description)

Catherine McCarihan

Assistant General Counsel, Director
Bank of America Merrill Lynch

Scott McCarthy

Managing Director
Bank of America Merrill Lynch

Pia McCusker

Senior Managing Director and Global Head of Cash Management
State Street Global Advisors

Pia is a Senior Managing Director and the Global Head of Cash Management at State Street Global Advisors (SSGA). In this role, she manages a team of 18 portfolio managers globally with $400 billion in assets under management across all Cash strategies. Pia is a member of the firm's Senior Leadership Team and has over 16 years of credit and investments experience. Previously, Pia was the Head of Global Credit Research for SSGA where she led a team of credit analysts who provided global research coverage of the investment-grade corporate, asset-backed markets, financial institutions including banks, broker/dealers, finance companies for short-duration/enhanced cash, securities lending reinvest ... (view full description)

John McElravey

Markets Specialist, Credit Risk Management
Federal Reserve Bank of Boston

John McElravey, CFA, is a markets specialist for Credit Risk Management in the Supervision, Regulation & Credit Dept. at the Federal Reserve Bank of Boston. He is responsible for analysis of policy issues and credit markets. John has more than 30 years of capital markets experience focusing on Structured Finance, Fixed Income Markets and Economic Research. Prior to the Boston Fed, he was a managing director at Wells Fargo Securities, where he was head of consumer ABS research.  Prior to joining Wells Fargo in 2007, John was responsible for ABS strategy and trading at Asset Allocation & Management Co. in Chicago. From 1997 to 2004, he was a member of the A ... (view full description)

Lawrence McKean

RBC Capital Markets

John Paul McNeill

Chief Executive Officer
Renovate America

Mr. McNeill is CEO and Founder of Renovate America, Inc. Renovate America is the leading provider of residential PACE Financing in the U.S. having originated more than $250 million in energy efficiency, renewable energy and water efficiency products. Renovate America originated the first-ever ABS backed property-tax assessments in March 2014 and expects others securitizations will follow.The HERO Financing Program, Renovate Americas leading PACE Financing product, has won more than 10 awards including the Governors Environmental and Economic Leadership Award in California, the Urban Land Institute (ULI) Best of the Best, the United States Green Building Council (USGBC) California ... (view full description)

Stewart McQueen

Dechert LLP

Stewart focuses his practice on securitization transactions, complex real estate finance and capital markets. His experience includes representing issuers, underwriters, servicers, collateral managers, b-piece buyers and investors in connection with securitization transactions, particularly CMBS and CRE CDOs; borrowers and lenders in connection with repurchase facilities, warehouse facilities and revolving credit facilities; and lenders, purchasers and sellers in connection with mortgage and mezzanine financings and loan sales.Stewart is an active participant in industry trade organizations such as the CRE Finance Council (CREFC) and is also a contributor to Decherts finance and real estate ... (view full description)

Christopher Merchant


Chris is a Financial Markets Partner based in Washington, DC with over fifteen years of financial services and capital markets experience.  Chris provides valuation, accounting, risk management, and governance advice to a diverse group of U.S. and foreign financial and nonfinancial institutions, investment advisors, government sponsored entities and federal government agencies.  Chris co-leads technology and digital transformation for Financial Markets.  Chris is an innovator, leveraging his expertise to develop technology enabled solutions which transform and disrupt the capital markets.  Chris assists clients with the development of strategies to deploy robotics process automat ... (view full description)

Nichol Merritt

Director Private Placements

Nichol Merritt is a director on the Global Private Markets team for the TIAA-CREF organization. She focuses on investment grade debt private placements and private placement ABS. Ms. Merritt joined the TIAA-CREF organization in 2007 and was previously a member of the Global Public Markets team focusing on structured credit research.Prior to joining TIAA-CREF, Ms. Merritt held a variety of roles at other organizations, most recently on the CDO research team at Wachovia Securities. At Deutsche Bank, she helped pioneer research efforts supporting the roll out of their credit derivatives business before which she supported ABS research. Earlier in her career she held roles in ABS res ... (view full description)

Richard Mertl

New York Liaison
China Securitization Forum

Richard Mertl is the chief liaison for the China Securitization Forum in New York City (  Rich is an associate in the New York office of Schulte Roth & Zabel LLP, where his practice principally involves assisting investment bank and asset manager clients in CLO securitizations and other structured finance transactions. He also supports clients in matters relating to formation and regulatory requirements of private equity, hedge and hybrid investment funds. ... (view full description)

Seth Messner

Katten Muchin Rosenman LLP

Seth Messner's practice focuses on the representation of borrowers, lenders, issuers, collateral managers, servicers, subservicers, rating agencies, government sponsored enterprises (GSEs) and other parties in a wide array of domestic and international financing transactions. These include asset-backed secured lending transactions, single-family rental loan originations and securitizations, mortgage servicing rights transactions, securitizations of nonperforming, reperforming and jumbo loans, re-securitizations of real estate mortgage investment conduits, and the formation, administration and restructuring of collateralized loan obligations and other vehicles for the pooling of financial ins ... (view full description)

George Miller

Chief Executive Officer
Auspex LLC

Chief Executive Officer of Auspex LLC, a structured finance and debt capital markets consulting practice. Board Member and Independent Director of Fitch Ratings, Inc., Fitch Ratings Limited and Fitch CIS. Securitization market professional with 20+ years of experience as transactional attorney and industry association executive.

Sarah Milne

ABS Structuring
Macquarie Bank

Sarah is responsible for fixed income sales and syndicate in the Commodities and Global Markets division at Macquarie Bank in London.   Primarily focused on secured credit such as securitisation, Sarah has been involved in a myriad of public and private fundraisings on behalf of banks, finance companies and corporates.  Her team lend warehouse loans, as well as structure and distribute capital markets financings for anything from residential mortgages, to infrastructure.  Previously, Sarah worked at Investec Bank in securitisation, and prior to that was at Barclays Capital in CLO structuring.  Sarah has an MA (Oxon) in Philosophy, Politics and Economics from the University of Oxford, Worcest ... (view full description)

Mina Mishrikey

Deutsche Bank

Mina Mishrikey is a Director in Deutsche Banks North America Capital Markets and Treasury Solutions group. He joined the Bank in July 2006 and is responsible for structuring and marketing financial risk solutions with a particular focus on Securitization and Project Finance as well as corporate coverage of the Financial Institution and Transportation sectors.Prior to joining Deutsche Bank, Mina was a member of the Derivatives Solutions Group at Citigroup from 2003 to 2006. Mina also worked in the Mergers and Acquisitions practice of Putnam Lovell NBF from 2001 to 2003.Mina obtained a B.S. from the Wharton School of the University of Pennsylvania with a Finance concent ... (view full description)

Michael Mitchell

Chapman and Cutler LLP

Mike Mitchell is a partner in Chapman and Cutler's Banking Department and Asset Securitization Group. He joined the Firm in 2012. Mike serves as counsel to financial institutions in capital markets and debt financing transactions and regularly advises clients on application of the federal securities laws and Dodd-Frank implementing regulations in the structured finance market. He has extensive experience representing issuers and underwriters in consumer asset-backed securitization transactions, including transactions supported by credit card receivables, consumer loans, motor vehicle loans and leases, dealer floorplan receivables, and student loans. For more ... (view full description)

Tim Mohan

Chapman and Cutler LLP

Tim Mohan is the Chief Executive Partner of Chapman and Cutler LLP and is a partner in the Firm’s Banking and Financial Services Department and Asset Securitization Group. Tim’s experience includes work in the banking, asset securitization and public finance areas. He has extensive experience in asset-backed commercial paper transactions, bank-financed securitization transactions, and financings involving municipal securities. He regularly advises bank sponsors of commercial paper conduits on the structural, legal and regulatory issues affecting the set up and operation of these vehicles. He is a frequent speaker on the topics of asset-backed commercial paper, the sec ... (view full description)

Peter Morgan

Winston & Strawn LLP

Pete Morgan is a partner in the Finance Practice in Winston & Strawn LLP's New York office. His areas of practice include leasing, lending, structured finance, private equity and fund formation. Mr. Morgan represents insurers, underwriters, placement agents, investors, banks, issuers, and borrowers in public and private securitizations and securitization-style warehouse financings. He also represents lessors, lessees, owner participants, and arrangers in lease arrangements. Mr. Morgan represents leasing, specialty finance companies, and corporate creditors, as well as banks and funds in senior secured transactions, second-lien financings, mezzanine financings, and high-yie ... (view full description)

Kenneth Morrison

Kirkland & Ellis LLP

Kenneth P. Morrison. Partner, Kirkland & Ellis LLP. Ken founded and is the partner in charge of Kirkland’s Asset Finance & Securitization practice. Since 1990, Ken has handled securitizations and principal finance matters on behalf of many clients. Kirkland is involved in securitizations, warehouse facilities, conduit programs and other financings for finance companies, banks and other originators, as well as whole business securitizations for private equity sponsored companies. Ken has been active in regulatory reform matters, including as the principal author of comment letters on risk retention (for the American Bar Association), Regulation AB II and the shelf eligibility pr ... (view full description)

Kruti Muni

Managing Director - Structured Finance
Moody's Investors Service

Kruti Muni heads the U.S. Consumer Assets Securitization surveillance team at Moody’s. This team is responsible for surveillance of all consumer-focused asset classes in the U.S including consumer ABS and RMBS. Prior to her current role, Kruti had managed multiple credit ratings teams at Moody’s including those responsible for analyzing securitizations backed by the U.S. credit cards, consumer loans, student loans, auto loans & leases, RMBS, covered bonds, Single Family Rentals, among others. She also led the U.S., Originator Assessments and EMEA (Europe, Middle East and Africa) RMBS teams. Kruti has published and spoken extensively on Moody&rsquo ... (view full description)

James Murray

Managing Director
Sterne Agee

James P. Murray is an investment banker with extensive experience in advising banks, non-bank lenders and other financial services companies. Jim has participated in numerous public and private financings and strategic advisory engagements for publicly traded and privately held clients, most recently as a Managing Director with Freeman & Co., an investment banking firm that specializes exclusively in financial services, beginning in 2010. Prior to that, Jim was a Managing Director and Group Head for Houlihan Lokey Howard & Zukin’s Financial Institutions Group, which he founded upon joining the firm in 2004. During his term at Houlihan Lokey, Jim established extensive relationships with pr ... (view full description)

Ned Myers


Ned brings over 25 years of proven FinTech experience rapidly growing software, data, and information businesses in structured finance, mortgage and capital markets while managing marketing, sales, product, operations, and strategy functions. In this role as AlphaPoint’s Head of Product, Ned is charged with leading the product management and marketing of the company. Prior to joining AlphaPoint, Ned led the capital markets and government businesses for Black Knight Inc.’s Data & Analytics division, a leader in mortgage information. Ned also spent over two decades with Lewtan, a securitization data & software company, holding positions that included head of Sales and Marketing, Genera ... (view full description)

Matt Natcharian

Managing Director

Matthew Natcharian is Head of the Barings Structured Credit Investment Group and a member of the firm’s Global Strategy Committee. He actively participates in the portfolio management of all structured credit focused portfolios and is responsible for structured credit investments, primarily in collateralized loan obligations. Matthew has over 19 years of industry experience that has encompassed CLOs and securitized corporate credit, including synthetic credit products. Prior to joining the firm in 1995, he was a financial information analyst at Allmerica Financial and also New England Mutual Life. He has served as a Director of Invicta Capital LLC, a credit derivative product company, from 2 ... (view full description)

Wojtek Niebrzydowski

Vice President, Treasury
Canadian Imperial Bank of Commerce-CIBC

WOJTEK J. NIEBRZYDOWSKI is Vice President, Global Trem Funding, Treasury at Canadian Imperial Bank of Commerce (CIBC), located in Toronto, Canada. He is responsible for funding and capital issuance including development, structuring, and execution of the bank’s own assets RMBS, ABS, synthetic, Covered Bond and credit risk mitigation programs in the context of funding, liquidity, balance sheet, regulatory capital management as well as global fixed income investor relations. Wojtek has been with the bank since 1996 in various Treasury and Balance Sheet Management capacities in Canada and the US. Before joining CIBC, Wojtek worked at the Canadian operations of American Express, most recen ... (view full description)

Werner Nikowitz

Managing Director and Co-Head Renewable Energy
StormHarbour Securities LP

Werner is co-head renewable energy at StormHarbour. He has been focusing on the global power, renewable energy, and infrastructure sector for over 27 years advising clients on M&A, structured financing and tax equity transactions with an aggregate transaction volume in excess of $30billion. StormHarbour is an investment bank headquartered in New York and London with offices in Hong Kong, Tokyo, Singapore, Houston, Los Angeles, Madrid and Lisbon. Werner’s focus area includes renewable energy and power M&A. He is also focusing on residential solar with a primary view on providing financing and leasing programs to large and small resi companies that includes tax equity solutions. Werner rep ... (view full description)

Tony Nocera

Senior Managing Director, ABS Commercial
Kroll Bond Rating Agency

Tony Nocera is a Managing Director covering commercial and non-traditional ABS at Kroll Bond Rating Agency Inc. At KBRA, Tony covers transactions in various asset classes including small to mid ticket leasing, operating assets (marine container, railcars, trucks and aircraft),  whole business securitizations, as well as the more esoteric, non-traditional deals.
Prior to joining KBRA, Tony was with Ambac Assurance, where he managed a portfolio of in excess of $12 billion, and Standard & Poors, where he rated commercial asset ABS. Prior to that, he was a relationship manager at Fleet Bank (now B of A) covering specialty finance companies.

Beth O'Brien

Chief Executive Officer

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

Rory O'Connell

Chief Financial Officer & Chief Credit Officer
Emergent Capital, Inc

Richard O'Connell has served as our Chief Financial Officer since April 2010 and Chief Credit Officer since January 2010. Prior to joining Imperial, from January 2006 through December 2009, Mr. O'Connell was Chief Financial Officer of RapidAdvance, LLC, a specialty finance company. From January 2002 through September 2005 he served as Chief Operating Officer of Insurent Agency Corporation, a provider of tenant rent guaranties to apartment REITs. Mr. O'Connell acted as Securitization Consultant to the Industrial Bank of Japan from March 2000 to December 2001. From January 1999 to January 2000, Mr. O'Connell served as president of Telomere Capital, LLC, a life settlement company. From December ... (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.

Steven Oh

Global Head of Credit and Fixed Income
PineBridge Investments

Mr. Oh is responsible for coordinating and overseeing the firm's Global Credit and Fixed Income Strategies. Mr. Oh also co-manages the Leveraged Finance Group and portfolios. Prior to joining PineBridge Investments and its affiliates in 2000, Mr. Oh's leveraged finance investment experience includes serving as Head of High Yield and Special Situation Investments at Citadel Investments, Head of Leveraged Finance at Koch Capital, and Vice President in High Yield and Distressed Debt Trading at BancAmerica Securities. Other prior positions include Manager in Ernst & Young's Restructuring and Reorganization and Strategy Consulting Groups. Mr. Oh received ... (view full description)

Michele Olds

Senior Vice President, Master Servicing
Nationstar Mortgage / Mr. Cooper Group

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

Andrew Olmem

Venable LLP

Andrew Olmem is a partner in the Financial Services and Government Affairs Groups of Venable, LLP in Washington, D.C. His practice focuses on financial services regulation and policy, including providing strategic advice on legislative and regulatory matters, congressional investigations, and compliance with Federal banking and securities laws. Prior to joining the firm, Mr. Olmem was the Republican Chief Counsel and Deputy Staff Director at the U.S. Senate Committee on Banking, Housing, and Urban Affairs. He served on the staff of the Committee from 2005 until 2013 and played a senior staff role during Congress’ consideration of the Dodd-Frank Act. Mr. Olmem began his legal career pract ... (view full description)

Francisco Paez


Francisco Paez is a Director in MetLife's Investments department. He joined MetLife in 2003 at its Latin American regional investments office in Santiago, Chile, where he had roles including responsibilities for structured finance and private equity investments. Francisco joined MetLife’s Structured Finance Group in Morristown, NJ, in 2007, where he’s had roles covering CMBS and ABS globally, as well as non-US RMBS. Prior to MetLife, Francisco spent 6 years at Citibank in Latin America, where he had various relationship management, product management and sales responsibilities. Francisco is a Chartered Financial Analyst. He earned his B.B.A. from th ... (view full description)

Alessandro Pagani

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

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

Kevin Palmer

Senior Vice President, Single Family Portfolio Management
Freddie Mac

Kevin Palmer is SVP of Credit Risk Transfer at Freddie Mac. He is responsible for Credit Risk Transfer (CRT) for the Single Family business. In this capacity he leads all CRT efforts including the STACR securitization, Mortgage insurance, ACIS reinsurance, FWLS and other front end risk transfer offerings. In addition he is responsible for the Single Family costing process that assists in guarantee pricing.
Since 2001 Kevin has served in a variety of other positions at Freddie Mac including whole loan trading, non-agency ABS portfolio and risk management.
Kevin holds an MBA in Finance from Virginia Tech and a BA in Economics from Weber State University.

Aashh Parekh

Managing Director/Portfolio Manager

Aashh Parekh is a Director in the Structured Securities Research area of the Global Public Markets Group at TIAA-CREF.

Russ Parentela

Global Head of Structured Products

Russel Parentela is responsible for managing Bloomberg’s core terminal analytics and surveillance of Cash Structured Product securities. His focus is on large scale solutions and product development linked to current market and stimulus initiatives. Prior to joining Bloomberg, Mr. Parentela was a Managing Director, Head of Structured Credit Analytics at BNY Mellon.   Before BNY Mellon, Mr. Parentela was a Managing Director at ZAIS Group, LLC where he managed the Structured Credit Advisory Services Group which performed portfolio diagnostics, model valuation/validation and asset monitoring.  Mr. Parentela was also the Chief Operating Officer of ZAIS Solutions, LLC, responsible for ZAIS Group' ... (view full description)

Brian Paul

Principal, Advisory Services
Ernst & Young LLP

Brian Paul is a New York-based Principal in Ernst & YoungsStructured Finance Advisory Services practice.He has over 16 years experience in the financial services industryserving capital markets clients with a strong emphasis on residentialmortgage-backed securities (RMBS), asset-backed securities (ABS), commercialmortgage backed securities (CMBS) and collateralized debt obligations(CDO). Brian co leads the Ernst & YoungStructured Finance Advisory Services Practice, which is comprised of over 160professionals in New York and Houston who provide issuance and advisoryservices to issuers and underwriters of structured products. In add ... (view full description)

Lisa Pendergast

Executive Director
CRE Financial Council

Lisa Pendergast is the Executive Director of Commercial Real Estate Finance Council (CREFC), was the 2010/2011 President and formerly a member of CREFC’s Board of Governors for over nine years. Ms. Pendergast previously served on the Editorial Board of CREFC’s CRE Finance World. Lisa has been a top-ranked research analyst in the highly competitive Institutional Investor All-American Fixed-Income Research Team survey in the CMBS category. She has published several articles and reports on various aspects of the CMBS markets that appear in industry handbooks and academic journals, and is often quoted in the financial press on commercial real estate debt-related issues. Prior to CREF ... (view full description)

Rui Pereira

Managing Director
Fitch Ratings

RuiJ. Pereira is a managing director at Fitch Ratings and head of the agencys USresidential mortgage group. In this role, Ruis responsibilities includemanaging the day-to-day activities of the group, overseeing the credit processfor assigning and maintaining ratings, developing criteria, publishing researchand commentary, and maintaining relationships with market participants. Prior tohis current position, Rui spent three years in Spain managing the agencysstructured finance team based in Madrid. Ahead of his overseasassignment, he also held various analytical and management responsibilitieswithin US structur ... (view full description)

Albert Periu

Zilch Technology Limited

Sam Pilcer

Managing Director
Credit Agricole CIB

Sam Pilcer is a Managing Director at Credit Agricole CIB’s Securitization Group in New York, where he has worked for the last 10 years. He has worked on asset backed transactions in numerous different asset classes funded through both ABCP conduits as well as the term ABS markets. Sam has worked in the ABS and ABCP fields for over 20 years.

Prior to that he spent many years as a banker to highly leveraged companies specializing in acquisition finance, secured debt and financing to bankrupt companies.

He is a CPA and has a MBA from NYU Stern School.

Chris Pink

Managing Director
Wells Fargo

Mary Ploughman

Joint Chief Executive Officer

Highly professional executive who has extensive financial services experience, Mary has over 30 years of leadership and management in the Finance Industry. Mary’s key area of focus has been structured finance and more particularly securitisation. More recently Marys experience has expanded to mergers and acquisition, strategic planning and currently as CEO.  Mary’s interest in securitisation developed during her 11 years with Macquarie Bank where she developed funding utilised securitisation as an efficient means of financing for many clients including Melbourne Water, the transaction securing deal of the year. Prior to joining RESIMAC in 2003, Mary spent 3 years at P ... (view full description)

David Powar

Managing Partner
GreensLedge Capital Markets LLC

David is Managing Director of GreensLedge Capital Markets, a leading boutique investment bank focused on the alternative credit markets. Prior to joining GreensLedge, he was associated with Natixis Capital Markets for eight years as Managing Director and Deputy Head in the US Structured Credit and Conduits Group, where he led the CLO arranging and Credit Solutions business. From 1998 to 2003, he was managing director and co-head of the CLO group at CIBC World Markets. Prior to that, he was a vice-president and senior analyst at Moody's Investor Service and he started his career as a associate at Skadden, Arps, Slate, Meagher & Flom. He has a BA in American Studies from Cornell Univ ... (view full description)

David Preston

Head of Structured Credit Research
AGL Credit

David Preston, CFA, is the head of Structured Credit Research at AGL Credit, and has almost 20 years of experience in securitization and structured credit.   Prior to joining AGL, Preston was head of ABS & CLO research at Wells Fargo Securities, leading a client facing research group covering U.S. and European CLOs, Middle Market CLOs, and Asset Backed Securities (ABS). The Wells Fargo CLO Research team was ranked #1 in Institutional Investor’s All-America Fixed-Income Research survey in every year from 2013 to 2020.   Wells Fargo CLO research was also ranked #1 Most Helpful CLO Team in every year from 2015 to 2020 by Greenwich Associates Fixed Income Invest ... (view full description)

Zac Prince

Founder & Chief Executive Officer

Zac's experience includes leadership roles at multiple successful tech companies. Initially in adtech, where he was a part of two successful acquisitions, Admeld (Acquired by Google) and Sociomantic (acquired by DunnHumby). Prior to starting BlockFi, he led business development teams at Orchard Platform, a broker dealer and RIA in the online lending sector, and Zibby, an online consumer lender. He graduated Cum Laude from Texas State University with a BA in International Business and minor in Spanish.

David Quirolo


David Quirolo is a partner at Cadwalader, Wickersham & Taft in London. David specialises in structured finance. His practise focuses primarily on CLOs, securitisations and repackaging transactions involving various asset types in the United States and Europe. More recently, David has worked on many of the recent European CLO 2.0 transactions. In addition, he currently works with the Loan Markets Association and a working group of CLO managers and structuring banks on European regulation affecting the CLO market including risk retention regulation. David advises arrangers and collateral managers as well as issuers, originators and investors in a variety of structured finance transactions in ... (view full description)

Alexander Rafael

Chief Executive Officer
Climb Credit

We started Climb to fund high-ROI competency-based education: coding bootcamps, MOOCs and high quality certificate programs, with the belief that financing higher education in the US needs to consider post-graduation outcomes. Leveraging the team’s 15 years of student lending experience, we have created the first aligned-incentive higher education finance platform, where schools, investors and students share in the risks and rewards of higher education — all with a focus on improving return on education for students. Zander leverages his ten plus years of experience in finance and consumer internet. He co-founded, developed, scaled and sold PPL, a CRM and marketing pipeline for SMBs. Prev ... (view full description)

Ryan Randall

Head of Capital Markets

Ryan joins Point from Upstart, where he created the capital markets function and was also CFO.  Prior to Upstart, Ryan spent 10 years as an institutional investor, most recently as an Investment Officer with the Fairfax County Retirement System, where he received the Rising Stars of Hedge Funds award by Institutional Investor.  Prior to Fairfax County, he spent nine years with different hedge funds covering the financial services sector, most recently as a Sector Analyst and the Director of Public Policy with Passport Capital LLC.  Ryan also co-founded, a provider of personalized portfolios of securities, in 1999 which was sold to E*TRADE in 2000.  Before, Ryan ... (view full description)

Eric Rapp

Senior Vice President

Eric Rapp is a Senior Vice President at DBRS, Inc. where he focuses on rating asset backed bonds including unsecured consumer lending, internet based lending, small business lending, and insurance linked securities. Prior to this Mr. Rapp worked Fortress Investment Group where he ran asset management and portfolio analytics for the ABS/MBS Desk. Previously he held portfolio analytics and modeling roles at GMAC/RFC and Deerfield Capital where he designed and implemented models to manage both credit and interest rate risk in a variety of MBS portfolios. He started his career as an Econometrician at QRM where he designed quantitative credit models for both commercial and consumer as ... (view full description)

Bill Rayburn

Chief Executive Officer
FNC, Inc.

Bill Rayburn has served as chairman and CEO since the company's founding. Rayburn co-founded two other successful ventures—a residential real estate development company, and a seminar and training company. He also served full-time on the finance faculty at the University of Mississippi for 12 years where he taught graduate courses in financial institutions and real estate investment analysis. Rayburn holds a doctorate in finance, is a Chartered Financial Analyst (CFA) and an MAI (inactive).

Eric Reilly

Mayer Brown LLP

Eric Reilly, a partner in Mayer Brown's Banking & Finance practice, focuses on structured finance and real estate finance matters. Eric regularly represents borrowers and lenders in commercial, multifamily and residential mortgage warehouse facilities, including facilities structured to finance nonperforming loans, non-QM loans, reverse mortgage loans and home equity loans. He has been described by The Legal 500 as having “an excellent knowledge of the warehouse finance space for both commercial and residential mortgages.” Eric also regularly represents financial institutions and finance companies in the securitization of mortgage loans and other real estate assets, ... (view full description)

Greg Reiter

Managing Director and Head of RMBS Research
Wells Fargo Securities, LLC

Greg Reiter is Managing Director and Head of Residential Mortgage Research in the Research and Economics department for Wells Fargo Securities LLC. Greg leads the RMBS research team in developing strategy, publishing and marketing innovative ideas to institutional investors. Greg brings more than 25 years of experience from both the sell side and the buy side. Greg was previously at Freddie Mac where he was responsible developing RMBS securitization strategies, as well as broadening investor and dealer outreach efforts. His previous sell side research experience includes; Managing Director and Head of Agency MBS Strategy for the Royal Bank of Scotland and Director of Agency CMO, hybrid ARM a ... (view full description)

Stanford Renas

Katten Muchin Rosenman LLP

Stanford A. Renas has extensive experience in the securitization of financial and hard assets in both domestic and cross-border transactions. He handles structured energy, commodity and carbon-related transactions including project finance, structured acquisition finance and accounting, tax and bankruptcy-driven transactions, as well as cash-flow and market-value collateralized loan obligations, credit-linked notes and structured derivatives trades.Stans clients and colleagues say he has a particularly good feel of underlying commercial issues; he is also a very good problem solver and his expertise in complex transactions adds great value (Legal 500).In recent years, Stan has devoted a sign ... (view full description)

Peter Renton

Lend Academy

Peter Renton is the founder of Lend Academy, the leading educational resource for the peer--]to--]peer (p2p) lending industry. His blog is the most widely read website about p2p lending and through his writing and video courses he has helped tens of thousands of people understand this new asset class. He is considered the worldfs leading expert on p2p  lending and  speaks regularly on the  topic at industry conferences. He is the co--]founder of the LendIt Conference, the worldfs first conference dedicated to the p2p and online lending industries and he is the author of The Lending Club Story, the definitive guide to the worldfs largest p2p lender. ... (view full description)

Mitchell Resnick

Vice President
Freddie Mac

Mitchell Resnick joined Freddie Mac as a Vice President in the Multifamily Division in November 2011. In this role he heads pricing for all multifamily loan purchases, capital deployment and marketing for all securitizations including the K-deal program. In addition, Resnick manages the relationships with securities investors and the broker/dealer community. Prior to joining Freddie Mac, Mitch was a Vice President in the Real Estate Finance Group at Goldman, Sachs & Co. In this role he was the co-head of the Capital Markets area where he was responsible for the pricing and distribution of commercial real estate loans. During his 15 year career at Goldman, Resnick also ran the Structured ... (view full description)

Jon Riber

Senior Vice President, US ABS

Jon Riber is a Senior Vice President at DBRS.  Jon has been at DBRS since 2011 and manages the company’s student loan ABS ratings. From 2003 to 2010, Jon was a Vice President at Citigroup where he focused on the origination and structuring of RMBS transactions. From 1997 to 2003, Jon worked in the ABS investment banking groups at Prudential Securities and Wachovia Securities.

David Rosenblum

Prophet Capital Management

David Rosenblum joined ProphetCapital as a Partner in 2009. Mr. Rosenblum began his career at GoldmanSachs as a junior trader in the Mortgage Department in 1992. For the nextfifteen years, he structured and traded a wide variety of mortgage-backedsecurities. In 2005, Mr. Rosenblum was named head of Prime ResidentialStructured Mortgage Trading, with responsibility for the Agency CMO, MortgageDerivatives and Non-Agency Residential Mortgage-Backed Securitiesbusinesses. In 2006, Mr. Rosenblum changed roles to head up theCollateralized Loan Obligation group. In early 2008, after two yearsrunning Goldmans CLO business, Mr. Rosenblum ... (view full description)

Nicole Rothschild

Chief Executive Officer
Petra Partners

As CEO and CFO of Petra Partners, Nicole Rothschild oversees all strategic, managerial and financial aspects of the firm, in addition to her role as Managing Partner of her familys NY-based Rothschild Family Office. Nicole also manages her familys MEIT Realty business, which owns and operates multi- family, office and retail property in the NY tri-state area and along the US East Coast. Prior to joining MEIT Realty in 1995, Nicole worked as a staff accountant at Ernst & Youngs Kenneth Leventhal real estate group, focusing on forensic accounting related to the failures of MBS hedge funds. Nicole graduated summa cum laude with a Bachelor of Science degree in Accounting and Economics from N ... (view full description)

Amit Roy

Head, US CLO New Issue
Goldman Sachs

Amit Roy is a Managing Director in the Investment Banking division at Goldman Sachs and heads the US CLO New Issue business for the firm. He joined Goldman Sachs in 2001 and has been directly involved in structuring and placing over $50bn of securities backed by bank loans, high yield bonds, investment grade securities, private placements and emerging market securities.

Amit holds an MBA, with honors, from the Wharton School of Business at the University of Pennsylvania and S.B. degrees in Economics and Computer Science from the Massachusetts Institute of Technology.

Larry Rubenstein

Managing Counsel
Wells Fargo & Co.

Larry is Capital Markets Managing Counsel and head of the Residential Mortgage Finance legal group for Wells Fargo & Company, and he is also General Counsel of Wells Fargo Asset Securities Corporation. He is currently responsible for all legal matters involving the residential mortgage securitization and asset sale activities of Wells Fargo Bank as well as the residential mortgage finance activities of Wells Fargo Securities. Larry has over 30 years experience in the capital markets both as an attorney and as an investment banker. He currently co-chairs the Residential Mortgage Committee of the Structured Finance Industry Group and his prior leadership positions included memb ... (view full description)

Bianca Russo

Managing Director - Associate General Counsel
JP Morgan Chase Bank NA

Ms. Russo currently serves as Managing Director and Associate General Counsel in the Legal Department of JPMorgan Chase & Co., where she has worked since 1994. Ms. Russo is the manager of the Securitized Products Legal group, which provides legal coverage to the Securitized Products businesses within the J.P. Morgan Corporate and Investment Bank. In addition, she provides day-to-day legal coverage for the Commercial Mortgage-Backed Securities business group within Securitized Products. Ms. Russo is active in the industry as a member of the following: the American Bar Associations Securitization and Structured Finance Committee; the Commercial Real Estate Fi ... (view full description)

Pete Sack

Managing Director
Credit Suisse

Peter Sack is a Managing Director in the New York office of Credit Suisse. Pete heads Mortgage Finance at Credit Suisse, within Global Asset Finance. He oversees financing and securitization underwriting of newly-originated and seasoned agency, non-agency and non-performing residential mortgages and related assets, including mortgage warehouse financing.

Pete has worked in the mortgage business at Credit Suisse since 2001. Prior to joining the bank, Pete was an attorney with the law firm Orrick, Herrington & Sutcliffe LLP, where he advised clients in regard to residential and commercial mortgage securitizations and derivative transactions.

Scott Samlin

Alston & Bird

Scott Samlin is a New York partner in the firm's Financial Services & Products Group. He is the former executive director and compliance counsel for the residential mortgage and lending businesses at Morgan Stanley, where he helped oversee the operations of Morgan's whole loan trading desk and its affiliated mortgage loan servicer, Saxon. Prior to this, he was the executive vice president, general counsel and chief compliance officer for EMC Mortgage, Bear Stearns' primary mortgage loan conduit and servicer.Earlier in his career, Mr. Samlin held several senior in-house positions at large corporations, including vice president and assistant general counsel at Superior Bank FSB; vi ... (view full description)

Sarah Samson

Head of Securitisation
National Australia Bank

Dan Schaeffer

Executive Director

Dan Schaeffer has been working
in the business for over 12 years. He spent 7 years at Deutsche Bank before
moving to MKP Capital, a prominent structured credit hedge fund in 2008 where
he was a Managing Director and senior portfolio manager of ABS and CLO products.
He produced 20% returns. He joined Mizuho in 2011 as head of ABS trading.


Patricia Schulze

Managing Director - Global Capital Markets
Wilmington Trust

Pat is responsible for introducing Wilmington Trust’s full array of trust and agency services to corporations and financial institutions throughout the country and in several off-shore jurisdictions.  She specializes in asset-backed securitizations for all asset classes as well as services specific to special purposes entities, including those utilized by Hedge Funds, Private Equity, and the Commercial Real Estate industry. Pat is an active participant in the Structured Finance Industry Group and is a member of its Board of Directors. She is a past board member of the American Securitization Forum and a previous chair of its Communication and Education Committee. She is a frequen ... (view full description)

Jordan Schwartz

Senior Counsel
Cadwalader, Wickersham & Taft LLP

Jordan Schwartz practices primarily in the area of structuredfinance. As such, he has been lead counsel in hundreds of public and privatesecuritization transactions, involving a wide array of asset classes.Clients he regularly represents include major investment banks, commercialbanks, insurance companies, and institutional investors. In addition tostructured finance expertise, Jordan has many years of experience as acorporate lawyer and business advisor and has participated in a variety ofcorporate transactions, including mergers and acquisitions, leveraged buyouts,initial public offerings, leveraged aircraft leasing, and computer ... (view full description)

Serhan Secmen

Napier Park Global Capital

Serhan Secmen is head of the CLO business at Napier Park Global Capital (“Napier Park”). Mr. Secmen oversees the CLO issuance as well as CLO investments in structured credit instruments. Napier Park separated from Citigroup’s alternative investment arm, Citi Capital Advisors (“CCA”), in February 2013. Prior to joining CCA in August 2008, Serhan was a CLO trader at Lehman Brothers. Prior to his post at Lehman Brothers, he spent several years in Texas as a project manager focusing on special project financing. Since 2006, Serhan has also been involved in various industry forums and networks, including the investor roundtables for Moody's, S&P, and Fitch Ratings. He freque ... (view full description)

Edmond Seferi

Morgan, Lewis & Bockius LLP

Edmond (Eddie) Seferi focuses his practice on structured finance and securitization, with an emphasis on collateralized loan and debt obligation transactions, including cash-flow and synthetic transactions; asset-backed securities, including mutual fund fee receivables, life settlement receivables, and trade receivables; derivatives; and other structured financial products.

From 1992 to 1994, Eddie served as chief of staff to the president of Albania. He was a James Kent Scholar at Columbia Law School.

Anthony Sepci


Background Mr. Sepci has 18 years of experience serving the financial services, commercial banking, mortgage banking, and consumer finance industries. He is a co-leader of the national Mortgage and Consumer Lending Operations Practice comprised of over 100 professionals. Mr. Sepci is based in Southern California and prior to joining KPMG, in 1999, he worked in the Audit and Structured Finance practices of Arthur Andersen, LLP in NYC. Professional and Industry Experience Mr. Sepci serves numerous financial services clients including specialty finance companies, mortgage banks, insurance companies, consumer/commercial/investment banks, loan servicing, and captive fin ... (view full description)

Suketu Shah

Chief Financial Officer

Suk Shah is the CFO of Avant, one of the fastest growing online providers of consumer loans. Suk oversees the finance team in addition to the human resources team, a role he’s taken on to ensure that Avant’s rapid growth is not at the expense of its culture. After securing more than $1.4 billion in funding, Avant was the most funded company in Chicago in 2014. The company has issued more than 180,000 loans operating in 46 U.S. states and in the United Kingdom. Prior to Avant, Suk was the CFO of HSBC's Commercial Banking business in the US and Canada, a $40bn loan portfolio which has expanded significantly over the past 2 years. Suk began his career with GE and spen ... (view full description)

Susan Sheffield

Chief Financial Officer
GM Financial

SUSAN SHEFFIELD has been Executive Vice President and Treasurer since June 2014. Previously, she was Executive Vice President, Corporate Finance from 2008 to 2014. She served as Senior Vice President, Structured Finance, from 2004 to 2008 and Vice President, Structured Finance, from 2003 to 2004. Ms. Sheffield joined the company in 2001 as part of the Investor Relations department. Prior to joining the company, she worked in corporate and commercial banking for 13 years, primarily for JPMorgan and Wells Fargo Bank. Ms. Sheffield has more than 20 years of experience in the financial services industry.

Ying Shen

Co-Head of RMBS Research & Head of Mortgage Modeling
Deutsche Bank

Ying Shen is a director and co-head of RMBS research at Deutsche Bank whose research focuses on non-agency MBS strategy, the U.S. housing market and mortgage modeling. Before joining DB in 2007, Mr. Shen led quantitative trading strategy efforts for securitization business at Goldman Sachs and JPMorgan. Mr. Shen received his Ph.D. in mathematics from Stanford University and his BS from University of Science & Technology of China.

William Shirley

Sidley Austin

WILLIAM SHIRLEY is counsel in the firms New York office. His practice encompasses a wide range of legal matters related to the financial services industry, particularly those associated with Dodd-Frank and other regulatory initiatives that followed in the wake of the financial crisis. He works closely with colleagues in several of the firms practice groups, including the Investment Funds, Advisers and Derivatives group, the Banking and Financial Services group, and the Global Finance group, who practice in several of the firms offices, including New York, Chicago, Washington, D.C. and London.Bill served for 17 years as a senior lawyer at AIG Financial Products Corp., including as its General ... (view full description)

Gregg Silver

Chief Financial Officer
1st Financial Bank USA

Gregg Silver is President of 1st Financial Funding & Investment Corporation, a wholly-owned subsidiary of 1st Financial Bank USA, the nation's 31st largest credit card issuer. Since taking over this position in 1999, he has completed more than $5 billion worth of securitizations in more than 40 transactions. In 2010, Gregg was promoted to the position of Chief Financial Officer of 1st Financial Bank USA. He is responsible for all of the capital markets, funding and accounting functions for the bank.  Prior to joining 1st Financial, he ran the NY ABS department for The Dai-Ichi Kangyo Bank, Limited, now part of the Mizuho Financial Group, for 5.5 years. There he c ... (view full description)

Richard Simonds

Alston & Bird LLP

Richard Simonds is a partner in the Alston & Bird Finance practice group and focuses on the representation of issuers and underwriters in mortgage- and asset-backed securitizations. Mortgage types include residential, multifamily and small balance commercial mortgage loans. Asset types include equipment leases, personal unsecured loans and SBA loans. In addition, Richard has extensive experience related to issues involving mortgage REITs.

Amit Sinha

Phoenix ABS

Amit has 17+years of financial markets experience across products and geographies. FixedIncome transactions include, in developed and emerging markets, capital marketsexecution of structured credit transactions (e.g. ABS, securitized bonds),credit-linked / credit derivative transactions, high-yield, high-grade bonds,bank debt, and FX and Rates derivatives. Equity transactions include IPOs,follow-on/secondary offerings, equity linked / convertibles, and private equitytransactions. Principal investments include origination, acquisition andstructured disposition (in both cash and synthetic form) of financial assets.M&A experi ... (view full description)

Sam Smith

Director of Long-term Funding and Securitization
Ford Motor Credit Company

Andrew Smitiuch

Managing Director
Fitch Ratings

Greg Sobreiro

Managing Director
Deloitte & Touche LLP

Greg is a Managing Director in the U.S. Securitization practice of Deloitte Risk and Financial Advisory.  He has over 16 years of experience in the financial services industry focused on the issuance of a variety of asset-backed securities.  He is responsible for overseeing various aspects of ABS/MBS transactions, including the creation of agreed-upon procedures reports, development of collateral and bond analytics and review of offering documents.    Greg works side-by-side with issuers and investment banks to help bring securitizations to market.  Greg has significant experience on various types of ABS/MBS products, with a concentration in autos, equipment, solar/PACE, marketpl ... (view full description)

Bradley Sohl

Senior Director
Fitch Ratings

Bradley Sohl is a senior director in Fitch Ratings’ asset-backed securities group. Brad is involved in Fitch’s criteria and research development effort as well as rating activities in a variety of ABS sectors. His primary areas of responsibility include securitizations backed by auto loans and leases, dealer floorplan loans, equipment loans and leases, fleet leases, timeshare receivables, transportation assets such as aircraft and container leases and other esoteric assets. Brad earned a BS in finance from Iowa State University.

Michael Solomon

Chief Executive Officer
CircleBack Lending

Michael has over 25 years of experience in the legal, financial services, and entertainment fields, including roles in management, sales and marketing, business development, compliance, and operations. He was the Founder of Loanio, an early entrant to the U.S. peer-to-peer lending market, and served as its Chief Executive Officer from inception in 2006 until 2010. Prior to Loanio, he Co-Founded and became President of Omnilaw Legal Plans, Inc., a company that provides affordable access to legal and financial services. At Omnilaw, Mr. Solomon was instrumental in the development of product offerings, operations, and legal compliance, as well as with the company's marketing and sales initiative ... (view full description)

Richard Sorkin

Senior Vice President - Securitization Capital Markets
Fannie Mae

Richard Sorkin is Fannie Mae's Senior Vice President – Securitization, reporting to the Executive Vice President – Single-Family Business. Sorkin is responsible for overall securitization strategy and process which includes the integration to the Common Securitization Platform. He also is responsible for facilitating the development of Fannie Mae’s future state Servicing strategy as well as overseeing the issuance and product development of mortgage-backed structured transactions – including Real Estate Mortgage Investment Conduits (REMICs), Stripped Mortgage-Backed Securities, and Mega Pools. Over the past 10 years, his Structured Transactions team has issued more than $4 trillion in struct ... (view full description)

Val Srinivas

Research Leader, Banking & Securities
Deloitte Services LP

Val Srinivas is the Banking & Securities Research Leader at the Deloitte Center for Financial Services. Before joining Deloitte, he was the Head of Marketing Strategy in the institutional advisory group at Morgan Stanley Investment Management. Prior to Morgan Stanley, Val spent more than nine years leading the global market research and competitive intelligence function at Standard & Poor’s. Val received his Ph.D. in Marketing from Rutgers University.

Vinodh Srinivasan

Director, Corporate Solutions
BNP Paribas

Vinodh Srinivasan is a Director and Head of Corporate Solutions at BNP Paribas. He has 15+ years of origination, structuring and distribution experience of complex structured debt products. Prior to BNP Paribas, Mr. Srinivasan advised a private equity fund in financing pharmaceutical royalties. Over his prior 12+ years at Wachovia Securities and Deutsche Bank Securities, he has worked on securitization, solutions, M&A and corporate finance teams, with responsibility for bringing a number of first-time issuers to market across a number for asset classes including transportation, intellectual property, sports and equipment. Mr Srinivasan earned his MBA in Finance from Vanderbilt University and ... (view full description)

Ryan Stark

Managing Director
Deutsche Bank

Ryan has been in the Structured Credit Group at Deutsche Bank for 20 years with management duties including overseeing all aspects of the residential and small balance commercial mortgage business including term securitizations, warehouse lending, M&A, advisory assignments and distressed whole loan purchases in North America.  He has particular expertise in the non-agency, sub/non-performing, REO and single family rental sectors and has clients ranging from US government agencies to specialty finance companies, REIT’s, hedge funds, private equity firms and large banks.  Prior to joining Deutsche Bank, Ryan worked for 2 years at PaineWebber in the Municipal Securities Group focusing on pr ... (view full description)

Michael Stegman

Senior Policy Advisor for Housing
The White House | National Economic Council Executive Office of the President

Dr. Michael A. Stegman joined the White House/National Economic Council staff in May 2015 as Senior Policy Advisor for Housing, following three and a half years of serving as Counselor to the Secretary of the Treasury for Housing Finance Policy. As Senior Policy Advisor, he is responsible for coordinating administration policies on housing finance reform, access to credit and other housing issues. He chairs an interagency committee in these areas, and coordinates with other agencies and offices within the Executive Branch, in particular with the Department of Housing and Urban Development, the National Economic Council, the Domesti ... (view full description)

Peter Sterling

Portfolio Manager
Overland Advisors

Peter Sterling is the Portfolio Manager on the Overland Direct Yield Fund and serves on the Management Committee at Overland Advisors. Peter has 15 years of industry experience investing in credit, equity, and derivative portfolios and investing in non-performing loans in the consumer and commercial credit card space. Prior to joining Overland, Peter co-managed a multi-billion dollar capital structure arbitrage portfolio at KBC Alternative Investments and Marin Capital. Previous to that, Peter traded derivatives at DE Shaw/KBC FP and on the American Stock Exchange. BA from Cornell University.

Eli Stern


Eli Stern is a principal in Ernst & Young LLP’s Financial Services Organization (FSO) in the Advisory Services practice and is based in New York. He serves as the FSO Advisory Blockchain Leader, working with financial institutions on building out blockchain-based platforms and approaches and managing the corresponding risks. Eli and his team also work with financial institutions planning to create digital assets, such as cryptocurrencies, or issue digital tokens as a fundraising mechanism.    Eli also co-leads FSO Advisory’s Structured Finance Advisory Services (SFAS) practice, where he focuses on serving financial services institutions in the securitization market. This prac ... (view full description)

Linda Stesney

Managing Director, Structured Finance
Moody's Investors Service

Linda A. Stesney is a managing director in Moodys Asset Finance Group,
focusing on US RMBS Surveillance and Latin American securitizations.
Prior to assuming her current responsibilities, Linda focused on
securitizations backed by U.S. residential mortgages, US and Canadian
covered bonds, and on servicer quality assessments. Linda also managed
Moodys student loan securitization team and was responsible for rental
car securitizations. Earlier in her career, Linda worked as an assistant
general counsel at Financial Guaranty Insurance Company and as a
corporate law associate at Shearman & Sterling in New York.

Todd Stillerman

Assistant General Counsel & Director
Bank of America Merrill Lynch

Todd is an Assistant General Counsel for BofA Merrill Lynch’s Fixed Income group, which includes asset backed- and mortgage backed-securitization, origination and servicing for securitized commercial real estate loans, and other structured finance products. He is also a part in BofA Merrill Lynch internal team for implementation of regulatory reforms under the Dodd-Frank Act and Regulation AB II. Todd is a graduate of Wake Forest University and Harvard Law School. He is a member of the Bank of America Legal Department’s Pro Bono Committee and its Diversity & Inclusion Business Council. He is currently a board member for Legal Services of Southern Piedmont and is a past chair of the Me ... (view full description)

Leo Subler

Senior Vice President Capital Markets
Sallie Mae

Leo Subler is Senior Vice President, Treasury and Capital Markets at Sallie Mae Bank, where he manages its private education loan securitization program. Leo served in the same capacity at legacy Sallie Mae prior to its spinoff of Navient.

Prior to joining Sallie Mae, he worked in various securities underwriting, structured finance and leveraged finance positions at First Chicago and Banc One. He currently serves on the Board of Directors of SFIG. He holds a bachelors in economics from Dickinson College and an MBA from Duke University. Go Devils.

Daniel Sullivan


Dan Sullivan is a Principal in PwCs Financial Instruments, Structured Products & Real Estate Group focusing on debt products in the Capital markets. Dan leverages knowledge of complex financial vehicles, structuring, and regulatory issues to assist Clients in meeting their capital markets objectives. Dan specializes in residential mortgage finance, CLOs and permanent capital structuring vehicles, and has significant experience advising his clients on designing and structuring capital facilities and understanding the related GAAP impact. Specifically, Dan assists his clients to understand their options and the strategic impact ... (view full description)

Sofie Sullivan

Executive Director

Kevin Sweeney

Discover Financial Services

Kevin Sweeney is Director, Treasury - Capital Markets for Discover. His responsibilities include management of capital markets execution both structured and unsecured debt for Discover Financial and Discover Bank. He also manages rating agency and debt investor relationship efforts.

Kevin has over 30 years of capital market experience, prior to joining DFS in 2006, he managed MBNA's US Card Securitization program.

Kevin has a BS in Finance from Villanova and an MBA from Drexel University. He is a member of the SFIG Board of Directors.

Charles Sweet

Morgan, Lewis & Bockius LLP

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

Patrick Tadie

Senior Vice President of Global Capital Markets
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, Fin'l Math & Engineering
NYU Courant and NYU Tandon

Leon Tatevossian is an adjunct professor in Mathematics in Finance at NYU Courant and in Finance and Risk Engineering at NYU Tandon.  From 2009-16 he was a director in Group Risk Management at RBC Capital Markets, where he covered market risk for securitized products in secondary-trading, origination, and proprietary-trading areas.  Leon's experience in the fixed-income capital markets includes positions as trader, quantitative strategist, derivatives modeler, and risk analyst.  His product background includes US Treasurys, US agency bonds, interest-rate derivatives, MBSs/ABSs, and credit derivatives.  Leon graduated from MIT (SB; mathematics) and was a graduate student in mathematics at Bro ... (view full description)

Suzanne Tayler

Societe Generale

Suzanne Tayler is a Director in the Asset Backed Products Group at Société Générale ("SG"). Suzanne is responsible for credit card, consumer loan, handset, solar, cell tower, equipment floorplan and equipment loan/lease conduit securitization activities for SG in the US. In addition to these asset classes, Suzanne has worked on a variety of other asset classes which include automotive, trade receivable and real estate-related assets. Suzanne has 23 years of securitization experience and has been with SG for 27 years. Prior to joining SG’s securitization business, Suzanne worked for three years in SG’s corporate coverage area. Previously, Suzanne worked for three years on both the buy and sel ... (view full description)

Eric Thaller

Executive Vice President, Capital Markets
Prosper Marketplace

Eric Thaller is the Executive Vice President of Capital Markets at Prosper Marketplace. In this role, Eric is responsible for overseeing all aspects of Prosper’s investor platform, including management of key institutional investors.   Eric brings more than 15 years experience in the investment management business to Prosper. Prior to joining Prosper, Eric was Director of Risk Management at Adelante Capital Management. Previously, he was Managing Director and Portfolio Manager at Charles Schwab Investment Management where he was responsible for the firm's first proprietary international equity fund and served on the Investment Policy Committee. He was also a Partner at Standard P ... (view full description)

Susan Thomas

Associate General Counsel
Ford Motor Credit Company

Susan Thomas is the Associate General Counsel of Ford Motor Credit Company LLC where she oversees all legal aspects of Ford Credit’s securitization and structured financing programs globally.  During her nearly 15 years at Ford Credit, she has guided the company through a period of unprecedented expansion of securitization and asset-based funding, surviving both the recent credit crisis and the new regulatory landscape impacting securitization. She also serves as the Corporate Secretary.    Prior to joining Ford in 2001, Susan was a partner at the Washington, D.C. office of a top 100 law firm, where she had a varied corporate and finance practice, inc ... (view full description)

Marvin Thomason

MUFG Americas

Mr. Thomason is currently the Co-Head of the Total Return Swap (TRS) desk at MUFG Americas, responsible for launching and developing the TRS business. He joined MUFG in 2010 from SunTrust Robinson Humphrey where he was a key member of a small team responsible for the development of a new trading desk focused on credit based total return swaps. Previously, Mr. Thomason was with LaSalle Bank, most recently as the Global Head of TRS Administration with offices in Chicago and London. During his time at LaSalle, he also managed the CRE CDO trust and ABCP conduit businesses. Mr. Thomason has a BA in Economics from Southern Methodist University.

Vishwanath Tirupattur

Managing Director
Morgan Stanley

Vishwanath Tirupattur is a Managing Director at Morgan Stanley and the Head of US Fixed Income Research as well as the Director Quantitative Research. He has been voted to the Institutional Investor’s All-American Fixed Income Research Team multiple times in multiple categories.   Prior to joining Morgan Stanley in September 2004, he had portfolio management and risk management responsibilities at Chubb, American International Group and Lincoln National, managing interest rate, equity and credit derivatives. He was a post-doctoral associate at the University of Illinois at Urbana-Champaign and holds a master's degree in economics from Virginia Tech and a doctoral degree in econom ... (view full description)

Deborah Toennies

Managing Director
JP Morgan Securities LLC

Debbie Toennies Managing Director Head of Public Policy – Corporate and Investment Bank Office of Regulatory Affairs JP Morgan Chase & Company Debbie Toennies is a Managing Director in JPMorgan Chase’s Office of Regulatory Affairs where she is Head of Public Policy for JP Morgan’s Corporate and Investment Bank (CIB). She has responsibility for assessing regulatory issues impacting the CIB and setting the strategy and directing the Firm’s advocacy efforts for regulatory issues which impact the CIB and securitization businesses broadly.  In this role, she also serves as advisor for clients on the changing regulatory landscape relating to regulatory issues. Prior to this role, Debbie ... (view full description)

Matthew Tomiak

Managing Director
Redwood Trust, Inc.

Matthew J. Tomiak is currently a Managing Director, employed by Redwood Trust since February 2014. Prior to joining Redwood, Mr. Tomiak was a Senior Vice President at Bank of America where he focused on mortgage liquidity and financing alternatives. Previously, Mr. Tomiak was a founding member of 12th Street Capital, LLC, a broker dealer which eventually became a division of GFI Group Inc. and a Senior Vice President at Countrywide Securities Corporation where he was responsible for RMBS issuance. Mr. Tomiak began his career as an attorney at Sidley Austin Brown & Wood. Mr. Tomiak holds a B.S. degree in Business Administration from the University of Ri ... (view full description)

Paul Travers

Portfolio Manager
Onex Credit Partners

Paul is a Portfolio Manager and a member of the Investment Committee of Onex Credit Partners, with a focus on the Firm's par and long-only loan strategies.Paul has 32 years of experience. Before joining Onex Credit Partners, he was a Principal at DiMaio Ahmad Capital, where he built and managed the firm's $2.5 billion CLO business. Previously, he worked at Credit Agricole Indosuez, where as a Managing Director he managed the bank's $2.3 billion CLO/CBO business, and at Merrill Lynch Asset Management, where as Portfolio Manager and Managing Director he managed the firm's floating rate mutual funds with assets over $10 billion. He also held positions at Bear Stearns & Co., BHF Bank ... (view full description)

Steve Tyrie

Head of Finance and Special Projects
Nationwide Building Society

After qualifying as a Chartered Accountant I worked in Internal Audit and Management Accounting in manufacturing businesses before moving into financial Services in 1989 when I joined Canadian Imperial Bank of Commerce’s (CIBC) UK mortgage/securitisation business. Following the acquisition of that business by Abbey National in 1994 I went on to develop and then manage their operational capability supporting their Asset-Backed Funding transactions. In 2008 I left to persue other mortgage asset related business opportunities before returning to managing securitisation cash management activities for over 30 subprime transactions. I then joined Nationwide in March 2012 to lead the implementation ... (view full description)

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)

John Vidinovski

Managing Director
BMO Capital Markets

JOHN VIDINOVSKI is a Managing Director in BMO Capital Markets’ Securitization Group.  He is a senior member of the transaction origination and structuring team, where he’s worked with a variety of issuers in bringing both conduit and term ABS transactions to market. John has been with the Group since May 2009. Prior to this, John spent 8 years in BMO Capital Markets’ U.S. Securitization Group in a similar capacity focused predominately on U.S. issuers.

Jeremiah Wagner

Cadwalader, Wickersham & Taft LLP

Jeremiah Wagner is a Partner in Cadwalader's Capital Markets Group in London. He has extensive experience across a range of structured finance, securitization and derivative transactions and asset classes, including credit card receivables, residential and commercial mortgages, auto loans and leases, dealer floor plan loans, insurance products, trade receivables and synthetic exposures. Jeremiah represents issuers, underwriters and arrangers in international capital markets transactions, and focuses on advising on securitizations and other complex structured U.S.-registered public offerings, cross-border offerings, commercial paper programs&n ... (view full description)

Peter Walker

Vice President, Treasury and Balance Sheet Management
TD Bank

Peter Walker is Vice President, Liquidity and Funding in Treasury and Balance Sheet Management at TD Bank. In his role, Peter is responsible for managing liquidity risk for TD, including compliance with the new Basel III liquidity requirements. He also manages TD's wholesale term funding program, including the issuance of both unsecured and secured funding, across global markets. Peter completed a Bachelor of Commerce (Hons) at Queen’s University (Kingston, Canada), a Bachelor of Laws at The University of Western Ontario (London, Canada), and an MBA at Oxford University’s Säid Business School. He was called to the bar in Ontario (2000) and worked as an associate lawyer with Torys, LL ... (view full description)

James Warbey

Milbank LLP

As the head of Milbank’s Alternative Investments Group in London, James has an extremely broad practice covering international capital markets (EMTN and stand-alone), securitisations, derivatives and structured finance transactions acting for issuers, arrangers and investors on numerous listed and unlisted structured capital markets transactions across the full product spectrum, including synthetic transactions. James has considerable experience in relation to asset securitisation with a wide range of asset classes, including residential mortgages, commercial property, auto-loans, leases, consumer loans and swap receivables originated across Europe. In addition, James has extensive fam ... (view full description)

Scott Waterstredt

Managing Director

Scott Waterstredt is a Managing Director at MetLife where he is a co-head of Structured Finance and responsble for the company's mortgage portfolios.  He also oversees Structured Finance trading across products. In his time at MetLife, he has been responsible for investments in Non-Agency RMBS products and led their effort at building a wholly-owned residential mortgage portfolio. Prior to MetLife, he worked in consumer credit and new product strategy for Capital One and served as a Captain in the United States Army where he was awarded the Bronze Star. He holds a MBA from The Tuck School of Business at Dartmouth, a B.A. in Economics from The University of Notre D ... (view full description)

Edward Weber

Managing Director - ABF

Neil Weidner

Cadwalader, Wickersham & Taft LLP

Neil Weidner’s practice is concentrated in the areas of securitization, structured finance, and derivative financial products. Neil represents underwriters, issuers, institutional investors, collateral managers, and sponsors in a wide range of matters involving the securitization or re-packaging of traditional and non-traditional assets. Neil has extensive experience using cash flow, market value, and hybrid structures, and is recognized as a leading practitioner in the CLO 2.0 market.In addition, Neil represents issuers, sponsors, derivatives dealers, and end users in a broad range of matters, including structured swaps, total return instruments, ... (view full description)

Jeff Weiss

Executive Chairman
Distributed Sun

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

Darrell Wheeler

Senior Managing Director
Amherst Securities Group, LP

Darrell Wheeler manages Amherst Pierpont’s CMBS strategy and modeling efforts. In this role his team has assembled various macro and micro economic data sources to create a lease-driven, multi-path CMBS OAS credit model. The resulting loss and yield distributions are used by the trading desk and assist Amherst Pierpont clients with their investment decisions. Prior to joining Amherst in 2010, Darrell served as Managing Director within Citigroup’s Global Corporate and Investment Bank, and was Global Head of Securitized Strategy and Analysis at Citigroup, overseeing the ABS research group and serving as the company’s lead CMBS strategist. At Citi, his research team was highly ranked achi ... (view full description)

Brian Wiele

Managing Director

Edwin Wilches

Portfolio Manager
PGIM Fixed Income

Edwin Wilches, CFA, is a Principal and Portfolio Manager for PGIM Fixed Income's U.S. Bank Loan and Structured Products Teams.  Mr. Wilches is responsible for managing and trading the Firm's investments in CLO tranches, supporting the Dryden CLO platform's business development and investor relations efforts, and analyzing off-the-run alternative fixed income opportunities. Prior to assuming his current responsibilities, Mr. Wilches was a member of PGIM Fixed Income’s CDO analyst team. Earlier, he was a member of PGIM Fixed Income's Business and Product Support Team, where he led the launch process for new institutional client accounts an ... (view full description)

Evan Wilkoff

Senior Vice President, Capital Markets
Ascentium Capital LLC

Evan is Senior Vice President and Head of Capital Markets, overseeing all aspects of funding for Ascentium Capital. Evan has over 20 years of capital markets and equipment finance experience, previously working as a director in the asset-backed finance group of Wells Fargo Securities where he oversaw financing and securitizing for equipment lessors.

Evan also started-up and ran his own small-ticket equipment leasing company and, subsequent to the sale of that company, was Treasurer for a private-label, financial services company specializing in equipment finance.

Evan earned a B.S. in Systems Engineering at the University of Virginia.

Bo Williams

CMC Capital

Mr. Williams is a portfolio manager and senior credit analyst at HLC. Prior to joining HLC, Mr. Williams served as a work-out/operating partner with special situation investments controlled by Goldman Sachs affiliates. Prior to his return to Goldman, Mr. Williams was a VP of research and new deals for a middle-market CLO manager. Previously, Mr. Williams worked as a credit analyst and help build the fundamental credit/specialty finance business at Marathon Asset Management. Mr. Williams began his career in the M&A investment banking group at Goldman Sachs, later moving to the GS Merchant Bank to focus on private equity investing. Mr. Williams earned a Bachelor of Arts degree in Sociology fro ... (view full description)

Kent Williams

Vice President Asset Management
Vivint Solar

Kent Williams is the Vice President of Asset Management at Vivint Solar, a leading full service residential solar integrator. In this position, Kent is responsible for securing funding for the company from large financiers. Prior to Vivint, Kent was the Executive Vice President and Chief Operating Officer of LeaseDimensions, an industry-leading renewable-energy finance, origination, and servicing business. He worked closely with most of the solar industry’s residential solar finance providers and was instrumental in the development and operation of the company. Prior to LeaseDimensions, Kent was a founding partner and senior executive of Loan Servicing Enterprise (LSE), a joint venture estab ... (view full description)

Tim Willis

Managing Director
RiskSpan, Inc.

Tim Willis has been a key contributor to SFIG's MISMO Structured Finance Development Workgroup since its inception in 2013. He is an experienced consulting engagement manager, mortgage industry analyst and model validator with extensive experience consulting GSEs and other large financial institutions. He has managed several dozen model validation engagements, including financial and market risk models; credit, default, and prepayment models; asset pricing and valuation models; asset/liability models; and operational risk models. He has also managed the development business requirements for a range of technological solutions throughout the mortgage asset value chain. ... (view full description)

Magnus Wilson-Webb

Managing Director
BNY Mellon

Magnus Wilson-Webb is the global strategy manager for the financial institution industry segment within BNY Mellon’s Corporate Trust department. He has over ten years’ experience in Corporate Trust having worked in sales, relationship management and strategy roles in Asia Pacific and the US.

Prior to joining BNY Mellon, Magnus was based in London where he worked in the treasury department of Credit Suisse and the fixed income and equity derivative departments of Goldman Sachs.

Eric Wise

Managing Director
RBC Capital Markets

Eric Wise is a Managing Director in RBC’s Global Securitization Group.  He is responsible for RBC’s CLO Origination activities and its loan financing activities which includes total return swaps and term loan facilities.  Additionally, he has marketed and executed transactions funded in the asset-backed commercial paper, bank and private placement markets for a variety of assets including trade receivables, notes receivable, corporate loans, revolving commitments, automobile loans, and insurance assets.  Eric is also responsible for RBC’s Insurance and Pension Solutions group.  He joined RBC in 2001.

Cory Wishengrad

Senior Managing Director, Head of Fixed Income
Guggenheim Securities

Cory Wishengrad has over 20 years of experience in structured products. At Guggenheim Securities, Mr. Wishengrad heads the Structured Products Origination team. Cory was previously Co-Head of Securitized Products Origination in the Americas at Barclays; prior to Barclays, he was Head of Esoteric ABS at Lehman Brothers.  Mr. Wishengrad has a BA summa cum laude from Dartmouth College and JD cum laude from Harvard Law School.

Diane Wold

Managing Director
Two Harbors Investment Corp.

Diane Wold has served as a Managing Director at Two Harbors since 2011. Ms. Wold has been instrumental in setting up the jumbo mortgage conduit and is in charge of the residential securitization program.  Prior to joining Two Harbors, Ms. Wold was at GMAC Residential Capital Corporation where she served in a variety of roles including managing the company’s U.S. investor relations, structured finance, investment banking, and master servicing functions, Ms. Wold is also a Certified Public Accountant and was a Senior Tax Consultant at Deloitte & Touche LLP.

Calvin Wong

Chief Credit Officer
Morningstar Credit Ratings

Calvin Wong is chief credit officer for Morningstar Credit Ratings, LLC. He is primarily responsible for overseeing the review and approval process for analytical methodologies for Morningstar’s structured credit research and ratings business. Before joining Morningstar in 2014, Wong was practice criteria officer for global residential mortgage-backed securities for Standard & Poor's. Wong began his 24-year career at Standard & Poor’s as an analyst for asset-backed securities (ABS) and went on to hold various analytical management positions in ABS. He later became S&P's Asia-Pacific regional practice leader for Structured Finance Ratings and Corporate Governance Services in Hong ... (view full description)

Vernon Wright

Wright Family Foundation

Ed Yale


Ed Yale is formerly the Director of Mortgage Credit Analytics at Equifax where he was the primary analytical consultant responsible for demonstrating the value of consumer credit data to fixed income capital markets clients, including research and trading personnel at hedge funds, money managers, investment banks, and other large financial institutions.  He has 20 years of experience in the analysis of mortgage-backed securities with Credit-Suisse First Boston; Bear, Stearns; and Amherst Securities. Ed specializes in the development and practical usage of residential mortgage cash flow models and has developed predictive tools to evaluate prepayments, defaults, liquidation rates, and loss se ... (view full description)

Qiang Yu

CITIC Securities

Yu Qiang, titled Director, is the lead of the securitization team at Debt Capital Market Department of CITIC Securities. Mr. Yu joined CITIC Securities in 2008 and has been focusing on the securitization business ever since. Taking the role of project leader/co-leader, he participated in over 30 CLO and other ABS transactions covering all types of originators and underlying assets that have emerged in the Chinese Inter-bank Market so far. Mr. Yu also led exchange listed deals such as the securitization of accounts receivable for Minmetals Development and the securitization of Happy Valley admission vouchers. He was a core member of the CITIC Sailing Program, which is the first REITs proj ... (view full description)

Boris Ziser

Schulte Roth & Zabel

Boris Ziser is co-head of the firm’s Structured Finance & Derivatives Group. With almost 25 years of experience across diverse asset classes, Boris focuses on asset-backed securitizations, warehouse facilities, secured financings and commercial paper conduits. His practice encompasses a variety of asset classes, including life settlements, equipment leases, structured settlements, lottery receivables, timeshare loans, litigation funding, merchant cash advances and cell towers, in addition to other esoteric asset classes such as intellectual property, various insurance-related cash flows and other cash flow producing assets. He also represents investors, lenders, hedge funds, private equi ... (view full description)
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Event Contacts for ABS Vegas 2015


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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