Stephen Anderberg

Managing Director, Structured Finance Ratings
S&P Global Ratings

Stephen Anderberg is a managing director and global 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. Before becoming a sector lead, Steve held various leadership positions within S&P ... (view full description)

Makoto Aoki

General Manager of China Debt Capital Markets Division
MUFG Bank Ltd.

Anuj Babber

Co-Head of ABS Credit
M&G Investments

Alexander Batchvarov

Managing Director
Bank of America Merrill Lynch

Alexander Batchvarov currently heads International Structured Finance Research at BofA Merrill Lynch Global Research, encompassing securitisation, residential and commercial real estate financing, property derivatives, covered bonds, CDOs and consumer credit in EMEA, PAC and Lat Am. He has held this position since Oct 1998, and has also served as a Head and a Co-Head of Global Mortgages and other Structured Finance between 2007 and 2010. Mr. Batchvarov joined Merrill Lynch in 1998, he initiated and built up the research coverage for mortgages and other structured finance consecutively in Europe, Australia, Japan and the emerging markets in Asia, Middle East and Latin America. Bef ... (view full description)

Michael Bath

Head, Global Markets and Business Strategy
Australian Office of Financial Management

Luca Bertalot

Secretary General of the European Mortgage Federation
European Covered Bond Council

Luca Bertalot is Secretary General of the European Mortgage Federation - European Covered Bond Council (EMF-ECBC), representing the interests of EU mortgage lenders and the covered bond community in discussions with the European Institutions and stakeholders in general on all issues relating to the retail and funding sides of the mortgage business. Established in 1967, the EMF is the voice of the European mortgage industry, providing data and information on European mortgage markets, which were worth c. €7 trillion at the end of 2016. In 2004 the EMF founded the ECBC, a platform that brings together covered bond market participants including issuers, analysts, investment bankers, rating agen ... (view full description)

Clarence Chan

Vice President
MUFG Bank

Clarence joined MUFG in 2016 and is responsible for expanding MUFG’s push to provide securitization solutions to corporates and financial institutions in East Asia.    Prior to this role, Clarence was part of Temasek Holdings’ corporate finance team, where he focused on funding optimization and credit ratings. He started his career at DBS Bank where he was part of the structured debt solutions group working on securitized transactions relating to auto loans, credit cards, leases, trade receivables, mortgages, and collateralized loan obligations.   Clarence holds a Bachelor of Business Administration (First Class Honours) degree from the National University of Singapor ... (view full description)

Weili Chen

Executive Director, Capital Markets Solutions
Standard Chartered Bank (Hong Kong) Limited

Chen Weili is Head, Capital Market Aircraft Financing at Standard Chartered Bank, based in Hong Kong. Weili’s primary focus is on the origination and structuring of securitization transactions backed by aviation, infrastructure, and other commercial assets.  Among his recent transactions are the first project finance loan backed CLO in Asia and the first private equity backed securitization sold to Singapore retail investors.    Prior to joining Standard Chartered in 2016, Weili was a Senior Director in the Structured Finance department at Standard & Poor's Ratings Services in New York, where he managed the team responsible for rating non-traditional securitisations. For 17 y ... (view full description)

Jerome Cheng

Senior Vice President, Structured Finance Group & Head of Ex-Japan
Moody's Investors Service

Jerome Cheng has worked at Moody’s for more than 18 years and is currently a Senior Vice President in the Structured Finance Group in the Hong Kong office. Cheng is responsible for covered bonds and structured finance transactions in North Asia ex Japan. His involvement in structured finance deals include CDOs, CMBS, RMBS, consumer loans and equipment leases.  Cheng received his Bachelor of Arts degree from the University of Hong Kong, and Bachelor of Law degree from Manchester Metropolitan University, UK.

Susie Cheung

Co-Convenor
APSA

Susie Cheung is the Co-Convenor and a Founder Member of The Asia-Pacific Structured Finance Association Limited (APSA) established in 2006. As a Director of Board of the China Securitization Forum (CSF) and its Executive Secretary General, Susie focuses on promoting development of securitisation between the Mainland and Hong Kong.  At present, Susie is the Chief Legal Counsel and Company Secretary of the CUHK Medical Centre.   Susie was the former General Counsel and Company Secretary of The Hong Kong Mortgage Corporation Limited (HKMC) for 19 years, and served under 4 successive Financial Secretaries of Hong Kong who, ex officio ... (view full description)

Taemoon Chung

Managing Director & Head of Securitization Asia
MUFG Bank

Taemoon Chung has more than 16 years of APAC securitization experience with a focus on consumer assets and has lead-arranged a number of first-time and award-winning transactions in the region.
 
Prior to joining MUFG in 2012, he spent nine years covering APAC securitization/DCM at RBS in Tokyo. Before that, he was an equity analyst in the non-bank financials sector at ING Tokyo and also worked at Citi in the US.
 
Mr Chung graduated with a B.S. in Chemical Engineering (Minor in Economics) from the Massachusetts Institute of Technology. He is a CFA charter holder and speaks English, Japanese and Korean.
 

Timothy Cleary

Partner
Clifford Chance

Timothy Cleary is a partner in the Banking and Finance Group of the London office of Clifford Chance specialising in structured finance and bank capital management. He has a particular focus on synthetic securitization and other credit risk mitigation and risk transfer transactions, and regularly acts for many of the active originator banks across Europe, North America and Asia. Timothy also has extensive experience with the various regulatory and structuring considerations relevant in such transactions.   Timothy also has broad experience in all aspects of OTC derivatives, in particular in connection with asset-backed securitization, whole business securitization, project and as ... (view full description)

Morgan Davis

Reporter
GlobalCapital

Morgan M. Davis has been reporting on the bond market in Asia for GlobalCapital, as well as on financial trends in the region for AsiaMoney, since October 2016. Morgan got her start in financial journalism in New York City, after receiving a Master’s Degree in journalism from Columbia University. She has worked as Associate Editor at NexChange, writing about fintech, and as a reporter at the Financial Times’ FundFire, reporting on asset management in the US. After beginning her professional life working for the Peace Corps, Morgan has developed a special interest in Emerging Markets and Sustainable Investing.
 

Shuang Ding

Chief Economist, Greater China and North Asia
Standard Chartered Bank

Shuang joined the Bank as Head of Greater China Economic Research in April 2015, and is now Chief Economist for Greater China and North Asia. He has more than 20 years of experience in both the public and private sectors. Shuang was previously Senior China Economist at Citigroup, where he had led the China Economic research team since early 2011. He worked at the IMF from 1997-2010, covering countries in Africa, the Middle East, Central Asia and Europe. Prior to the IMF, Shuang was an economist with the People’s Bank of China from 1993-97. He has a Master’s from the Graduate School of the People’s Bank of China, an MBA from Johns Hopkins University, and a Bachelor’s from Fudan University.

Charles Fan

Co-Founder & Chief Executive Officer
Jin Yi Capital

Charles Fan is the co-founder and CIO at JinYi Capital. Prior to co-founding JinYi, Mr. Fan spent 5yrs at CIC, where he mainly managed the SWF's allocation in U.S. and Europe's structured credit strategies . Before CIC, Mr. Fan served in various roles with Equity and Credit Derivative Trading/Risk Management at Cheyne Capital and Deutsche Bank London . Mr. Fan  was educated at University of Manchester where he was awarded First Class in BSc in Mathematics and Management. He also earned a MSc in Applied Statistics from Oxford University. Mr. Fan is a CFA Charterholder and certified FRM.

Jade Friedensohn

Managing Director
IMN

As Managing Director of the Structured Finance Division of IMN, Jade is responsible for overseeing the strategic aspects of the structured finance event portfolio. Jade joined the company in 2003 prior to Euromoney Institutional Investor's acquisition of IMN in 2005 as a conference producer. Since that time, she has launched numerous new programs in developing asset classes and jurisdictions such as solar asset backed securities and Greek NPLs. In addition to new business development, her responsibilities include oversight of a team of conference producers and investor relations personnel who manage the existing event portfolio of 17 events per year. Jade personally manages and p ... (view full description)

Elliot Ganz

General Counsel & Executive Vice President
LSTA

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

Ankit Garg

Executive Director, Credit Trading - Asset Backed Solutions, Financial Markets
Standard Chartered Bank (Hong Kong) Limited

Ankit is an Executive Director in Standard Chartered Bank, responsible for managing the securitised products balance sheet for Asia-Pacific. He has over 10 years of experience in trading and portfolio management. Based out of Hong Kong, Ankit’s focus is on trading and investments in the Asia-Pacific structured finance markets in cash and derivative products, including specialised financings. He has experience in a diverse mix of assets including RMBS, Consumer ABS, CLOs, CMBS and bespoke structures, in senior and mezzanine parts of the capital structure. Geographically he has overseen securitised exposures from US, Europe, Asia and Australia. Ankit has a Bachelor of Engineering from National ... (view full description)

Sean Griffin

Managing Director
JP Morgan Securities LLC

Sean Griffin is an Executive Director at JPMorgan Chase and is co-head of the global Primary CLO business. During his time at JPMorgan, Mr. Griffin has worked with a variety of issuers, including private equity, hedge fund, asset/money manager, and insurance companies. Mr. Griffin utilized CLO/CDO technology to provide clients with access to capital and address their business goals, whether it be growth of AUM via traditional CLO/CDO issuance or more specialized bespoke financing solutions. Mr. Griffin's experience covers cashflow and market value securitization products and spans multiple asset classes with a focus on corporate credit/bank loans. Mr. Griffin received a BA in Mathematical Ec ... (view full description)

Fabrice Guesde

Head of Structured Credit Solutions - Asia Pacific
Natixis

Fabrice Guesde took up his role as Head of Global Structured Credit & Solutions (GSCS), Asia Pacific in April 2016. Based in Hong Kong, he is responsible for overseeing the development of Natixis’ structured credit solution offering in the region, including across asset-backed securities (ABS), collateralized loan obligations (CLOs), capital call facilities and fund financings, and a range of bank and insurance regulatory solutions.   Fabrice has over 25 years’ experience. He began his career in 1989 at Manufacturers Hanover Bank (now JPMorgan Chase), based in Paris, and in 1991 joined Bayerische Landesbank, Paris Branch as Head of Credit and then Head of Structured Credit &a ... (view full description)

Kyson Ho

Managing Director, Head Structured Finance ASP
HSBC

Kyson joined HSBC in 2003 and is Managing Director and Head of Structured Finance Asia Pacific, responsible for arranging securitisations and other structured capital markets transactions for HSBCs clients in the region. Kyson has been involved in securitisations in China since 2005 and has arranged CLOs and auto ABS for ICBC, Bank of China, Bank of Communications, Volkswagen, Ford and HSBC in China. In 2014, Kyson helped establish the template for structuring and distributing onshore RMB denominated Chinese securitisations to global investors via the award winning Driver China one transaction. Prior to joining HSBC, Kyson worked at Stand ... (view full description)

Chaoni Huang

Executive Director, Head of Sustainable Capital Markets, Global Markets APAC
BNP Paribas

As Head of Sustainable Capital Markets for Global Markets Asia Pacific, Chaoni leads BNP Paribas’ sustainable finance solutions for corporate, financial institutions and investors with a focus on primary asset finance and securitisation. Working with Global Markets in Asia Pacific and the Bank’s global sustainable finance community, Chaoni drives BNP Paribas’ continued expansion and leadership in Asian sustainable debt capital markets. Chaoni is an industry veteran with over 13 years of experience in sustainable finance having held various ESGrelated roles at Natixis, S&P Trucost, MSCI and the United Nations. In addition to her role at BNP Paribas, Chaoni is also deeply ... (view full description)

Eric Hudson

Managing Director
Kroll Bond Rating Agency

Eric Hudson is a Managing Director and Head of Structured Credit  Ratings at Kroll Bond Rating Agency (KBRA).  In his current role, Eric oversees all structured credit ratings related activities, as well as leading outreach and methodology development efforts.  Before joining KBRA, Eric was a Senior Director in the U.S. Structured Credit Group at S&P Global Ratings. In his role as Analytical Manager, Eric managed a multi-regional team of analysts with a primary focus on new collateralized loan obligation (CLO) issuance. Earlier, Eric served as a primary rating analyst on numerous structured credit transactions, including CLOs, timeshare securitizations and leveraged fund transactions, am ... (view full description)

Vincent Ingato

Senior Portfolio Manager
ZAIS Group

Prior to joining ZAIS Group to establish their leveraged finance business in June 2013, Mr. Ingato was a Managing Director and Portfolio Manager at CVC Credit Partners, CVC Capital's credit business (formerly known as Apidos Capital). He joined CVC in May 2008 in connection with the sale of that business to CVC. Mr. Ingato established ACA's leveraged finance business in 2004 and was responsible for the firm's Corporate and Leveraged Loan CDOs. Prior to joining ACA Capital, Mr. Ingato was Senior Vice President and Head of the Leveraged Finance Group at Fuji Bank which he started in 1992. After the bank merged to form Mizuho Financial Group, he served as Deputy General Manager. Prior to joinin ... (view full description)

Chunkai Jiang

Director, Balance Sheet Securitisation
Standard Chartered Bank

Gagan Kalra

Director Capital Markets
Vistra

Gagan joined Vistra ITCL as business head in Mumbai in July 2015 to manage the business development of corporate trust, monitoring practises, funds and structures. He currently leads the Capital Markets initiative of Vistra Singapore and is responsible for managing the capital markets and corporate trust business in the region.

He is a sector expert for corporate trusteeship in capital markets and has vast experience in handling bond issuances, loan trustee structures, structured finance transactions, asset finance structures as well as investment vehicles.

Asif Khan

Managing Director, Head of CLOs
MUFG

Mr. Khan joined MUFG in March 2014 to lead distribution efforts across structured products. Prior to joining MUFG, he was the head of distribution for Structured Products at Storm Harbour. Previously, he led global distribution business for structured credit products at Morgan Stanley, Goldman Sachs, Wachovia and Credit Suisse. Mr. Khan has 14 years of experience in sales, marketing, trading and structuring of fixed income securities, with a particular focus on Securitized Products and Emerging Markets. He has also spent two years on the buy-side investing in structured credit instruments. He started his career at Salomon Brothers in New York in Emerging Markets Fixed Income Research. ... (view full description)

James King

Portfolio Manager
M&G Investments

James joined M&G Investments in 2003 as a fund manager within the Alternative Credit group and is responsible for the ongoing development of our third party ABS portfolio management business. This unit looks after over €6bn in ABS and manages funds and mandates across the risk spectrum from highly liquid AAA only mandates to funds focussed on unrated structured credit investments. Prior to M&G, James worked for Citigroup, initially in the corporate bank and, latterly, in the alternative investments group as portfolio manager and credit analyst focusing on asset backed securities. James graduated from Durham University with a degree in Business Economics. ... (view full description)

Kei Kitayama

Head of Asia Pacific, Structured Finance Group
Moody's Japan K.K.

Kei joined Moody’s Structured Finance Group in 1999.  He was promoted to Senior Vice President in 2000 and to Managing Director in 2002. Kei was a pioneer in Japan’s structured finance market and has contributed significantly to the credit analysis of a variety of structured finance transactions, as well as to Moody’s franchise and reputation in the marketplace.  His research and presentations (at conferences held by both Moody’s and third parties) have fostered a greater understanding of structured finance among issuers, intermediaries, and investor communities. In 2004, Kei was chosen to lead Moody’s Japan K.K., when his ... (view full description)

Kenneth Kwan

Head of Primary ABS Asia
Standard Chartered Bank (Hong Kong) Limited

Mr. Kenneth Kwan is currently the Head of Primary ABS Asia , Capital Markets Solutions Group at Standard Chartered. Prior to rejoining Standard Chartered in March 2015, Kenneth spent his earlier career in Morgan Stanley, BNP and Standard Chartered Bank’s securitisation teams in Hong Kong and Singapore respectively.   Kenneth has extensive structured finance and capital markets experience in various Asian securitisation markets with a track record in leading award-winning transactions in China, Korea, Singapore, Thailand, Indonesia, Philippines and Malaysia. His experience spans across a broad spectrum of asset classes, including RMBS, CMBS, Auto ABS, Credit Card ABS, CLOs, Covere ... (view full description)

Andy Lai

Head of Origination & Structuring, Asset Finance & Securitisation, APAC
BNP Paribas

Andy has over 30 years of banking experience, of which 20 years are in securitisation. Prior to joining BNP Paribas in 2004, Andy was a Managing Director and the Head of Financial Engineering for Asia in Societe Generale. He has been involved in securitisation transactions in Hong Kong, Taiwan, China, Korea, Japan, Australia, Singapore, Thailand, Malaysia and the United Kingdom. In 2018 and 2013, Andy and his team won the Best Securitisation Adviser/House Asia award from the Asset. Andy holds a Bachelor of Business Administration Degree from the Chinese University of HK, Master of Science in Finance Degree from the City University of HK and is a Fellow of The Association of ... (view full description)

Lydia Lai

Director, Capital Market Solutions
Standard Chartered Bank (China) Limited

Lydia Lai works in the Capital Markets Solutions team in Standard Chartered Bank (China) as a Director, covering China onshore structured transactions. Prior to joining Standard Chartered, she has worked 3 years on both public ABS offerings on the China Interbank Bond Market and private structured transactions on the Exchange Markets, covering a wide range of asset classes such as auto loans, consumer loans, residential mortgages, corporate loans, leasing receivables and other esoteric assets. She played a leading role in various Chinese ABS deals and was actively involved in the origination, execution and marketing aspects of transactions.   Prior to working in the China ABS mar ... (view full description)

Marie Lam

Associate Managing Director
Moody's Investors Service

Marie Lam joined Moody’s Investors Service in September 2000 and is currently an Associate Managing Director with the Structured Finance team in the Hong Kong office. She leads the structured finance surveillance teams in Tokyo, Hong Kong, Singapore and Sydney. The surveillance teams monitor ABS, RMBS, CMBS and
Structured Credit transactions.

She received an MBA from Dalhousie University in Canada and is a Chartered Financial Analyst.

Ivy Lau

General Manager, China Office
Climate Bonds Initiative

Ivy is the General Manager of Climate Bonds Initiative (CBI) China Office, an international and investor-focused not-for-profit that works solely on mobilising the $100 trillion bond market for climate change solutions. Based in Hong Kong, her work at CBI focuses on providing support to scaling up of green bond markets and stakeholder engagements in Greater China.   Prior to joining CBI, she worked in a Washington DC-based policy research and advisory NGO, where she contributed to research projects on anti-money laundering and curtailment of illicit financial flows.  Ivy was formerly an award-winning Senior Banking Correspondent in Hong Kong Economic Journal, specialised in cover ... (view full description)

Kevin Law

Executive Director, Origination and Structuring, Asset Finance and Securitisation APAC, Global Markets
BNP Paribas

Aaron Lei

Senior Director & Analytical Manager, Structured Finance Ratings
S&P Global Ratings

Aaron Lei is the senior director and analytical manager in structured finance ratings. He is responsible for rating analysis on structured finance transactions in North Asia (excluding Japan) area, which includes Greater China and South Korea. Aaron joined S&P Global Ratings in 2015 as a Director, and Taiwan Ratings in 2007 as an Associate Director in Structured Finance Ratings. Previously, he was an Associate Director in the Global Market Department of Standard Chartered Bank, with primary responsibility in debt and securitization origination and structuring. Before Standard Chartered Bank, Aaron was with Taishin International Bank and Grand Cathay Securities Corp. for credi ... (view full description)

Jonathan Leung

Director, Asset Finance and Securitisation APAC, Global Markets
BNP Paribas

Jonathan has over 12 years of experience in both cross border and domestic securitisation and structured finance market. He currently does origination and performs execution on asset backed financing and securitisation transactions in multiple jurisdictions and currencies, including but not limited to, private and public domestic and cross border securitization, covered bonds, hybrid and mezzanine financing, structured and asset backed secured lending in APAC (ex Japan). Prior to joining BNP, Jonathan worked at various reputable international investment and regional banks including ICBC (Asia), ANZ, Barclays Capital and Nomura with a dedicated focus in structure ... (view full description)

Julien Martin

General Manager
Bond Connect Company Limited

Mr Julien Martin joined HKEX in late August 2015 and serves as the Managing Director and Head of Fixed Income and Currency (FIC) Product Development of HKEX, leading key initiatives in the fixed income and currency business for both cash and derivatives space. He is steering a number of major initiatives across the organisation on the development of mutual market access, platform and product solutions. Bond Connect was successfully launched on 3 July 2017 as a mutual bond market access programme between Hong Kong and Mainland China, and Mr Martin serves as the General Manager of Bond Connect Company Limited, a joint venture established by China Foreign Exchange Trade System (CFETS) and HKEX. ... (view full description)

Ben McCarthy

Head of Asia Pacific Structured Finance & Covered Bonds
Fitch Ratings

Based in Sydney Australia, Ben is the Managing Director responsible for Fitch's Structured Finance ratings in the Asia-Pacific Region Ben has over 15 years experience in the financial markets and over 12 years with Fitch Ratings. Ben joined Fitch in Sydney in March 1998 as a founding member of the Australian structured finance team. In 2001 Ben moved to Hong Kong as head of non-Japan Asia structured finance, spending four years in that role. In mid-2005 Ben returned to Australia taking up the role as head of Australia and New Zealand Structured Finance and in June 2009 commenced his current role as head of Asia-Pacific structured finance, which includes the broad territory of Australia, Indi ... (view full description)

Anthony Neoh

Former Chief Advisor
China Securities Regulatory Commission

Anthony Neoh, QC, SC is a senior member of the Hong Kong Bar specializing in international litigation, arbitration and financial regulatory matters. In 1979, he commenced practice at the Hong Kong Bar after serving for 13 years in the Hong Kong Civil Service.  He is former Chairman of the Hong Kong Securities and Futures Commission from 1995 to 1998, during this time, he was the first Asian to be elected Chairman of the Technical Committee of the International Organization of Securities Commissions.   From 1999 to 2004, he was Chief Advisor of the China Securities Regulatory Commission, at the personal invitation of former Premier Zhu Rongji. From 1991 to 1994, he was a mem ... (view full description)

Paul Norris

Head of Structured Products
Conning & Co

Paul Norris, is a Managing Director and Head of Structured Products at Conning where he leads a team of traders and analysts. In this role Mr. Norris oversees all research, investment and trading for structured products. Prior to joining Conning in 2017, Mr. Norris was most recently at Mariner Investment Group where he was a Portfolio Manager for a mortgage hedge fund and focused on mortgage derivatives. Prior to that, Mr. Norris was Head of Securitized Products at Dwight Asset Management where he led a team of portfolio managers, traders and analysts managing that sector. He has also held various senior roles, such as Director of both mortgage and non-mortgage investments a ... (view full description)

Matthew O'Sullivan

Head of Commercial Securitisation
M&G Investments

Matthew joined M&G's fixed income credit research team in 2006 and leads the commercial asset-backed securities team. He specialises in Structured Credit and CMBS, whilst also developing a number of the models and systems used by the team, helping develop credit policy and practices within the team and working on a number of projects both internally and with the market on regulations and best practices for the ABS sector.Prior to M&G, Matthew worked as a risk analyst for the London Fire Brigade, helping to develop their preventative risk modelling systems. Before this, he was a research scientist at the University of Auckland, New Zealand.Matthew has a Masters of Oper ... (view full description)

Kingsley Ong

Director & Secretary-General
APSA

Kingsley Ong is Secretary General of APSA and Partner of Eversheds Sutherland (Hong Kong). He is a lawyer specialising in Banking & Finance, Debt Capital Markets, Derivatives, Structured Finance, Securitisation, Restructuring/ Insolvency, and related Arbitration. Professional Qualifications: Notary Public (Hong Kong), FCIArb (Fellow of the Chartered Institute of Arbitrators), FHKIArb (Fellow of the Hong Kong Institute of Arbitrators), Solicitor (Hong Kong), Barrister and Solicitor-Advocate (England & Wales), Advocate & Solicitor (Singapore). His published opinions have been cited as legal authority in the US Court (Lehman Brothers Spec ... (view full description)

Peeyush Pallav

Executive Director, Global Structured Credit & Solutions, Asia Pacific
Natixis

John Pang

Head, Portfolio Management
Malayan Banking Berhard

James Pedley

Senior Associate
Clifford Chance

James is a Senior Associate experienced in structured debt transactions, including securitisation, factoring programmes, trade receivables financings, ABCP programmes, RMBS, warehousing and capital markets work.

Arvind Rana

Associate Director
Fitch Ratings

Ann Rutledge

Chief Executive Officer
Creditspectrum Corp

Ann E. Rutledge, B.A., M.B.A. Principal, R&R Consulting Sylvain R. Raynes, PhD Principal, R&R Consulting Ann Rutledge and Sylvain Raynes are structured analysts with over twenty-five years' collective experience in managing structured risk. They worked together in the Structured Finance Group of Moody's Investors Service, beginning in the mid-1990s. In May 2000, they formed R&R Consulting, a New York-based structured credit metrics boutique. R&R clients include rating agencies, governments, universities, and global banks. Ann and Sylvain developed the “Certificate in Structured Finance” program as a joint effort with the University of California at Irvine, where they also teach periodical ... (view full description)

Sarah Samson

Head of Securitisation
National Australia Bank

Patrick Sciarrone

Head of Asia Funding
Home Credit

Patrick is in charge of treasury/fund raising for Home Credit across Asia. During the last 7 years, he supported the growth of 5 countries countries by expanding debt liabilities across the region from c. USD 250M to c. USD 11.9Bn over 6 years by growing number of lines from 4 to close to 100 and capital market issuances. Before relocating to Hong Kong, Patrick worked in fixed income and structured finance in investment banking in London.
 

Karl Sick

Treasurer
Columbus Capital

Karl Sick has more than 15 years of industry experience and is now the Treasurer at Columbus Capital with responsibility for group funding, structuring, and portfolio performance.  He joined Columbus in 2008 and during this time he has completed multiple portfolio acquisitions whilst building out Columbus’ funding platform.   Karl’s expertise also extends to loan servicing platform systems design and integration acquired from implementing two major projects covering more than $7.0Bn of assets. Prior to joining Columbus, he worked for both a prime high LVR lender - First Permanent, a wholly owned subsidiary of Merrill Lynch, and Bluestone, a non-conforming lender. Karl holds a Bachelor of Com ... (view full description)

Ketty Tai

Director, Capital Markets Solutions
Standard Chartered Bank

Cliff Tan

East Asian Head of Global Markets Research
MUFG

Hilary Tan

Head of Greater China Structured Finance
Fitch Ratings

Hilary Tan is a Senior Director and Head of Greater China Structured Finance of Fitch Ratings. Her responsibility is focused primarily on ratings and research on China securitisation transactions. She joined Fitch in 2011 and was responsible for the surveillance of structured finance transactions in the APAC region and asset classes included ABS, RMBS, CMBS and CLOs. Hilary first joined Fitch in 2003 also responsible for rating structured finance transactions in the Non-Japan Asian region. Subsequently, Hilary joined Merrill Lynch (Asia Pacific) Limited (now Bank of America Merrill Lynch) as a Vice President responsible for the monitoring and surveillance of the bank’s exposure in USD3 ... (view full description)

Andrew Taylor

Head of Aircraft Sales
BOC Aviation

Kate Thomson

Managing Director & Analytical Manager, Structured Finance Ratings
S&P Global Ratings

Kate Thomson is a Managing Director and Analytical Manager within the Structured Finance Ratings group in Asia-Pacific for S&P Global Ratings. Based in Melbourne, Kate leads a team of rating analysts that services securitization markets in Australia, New Zealand, and South Asia.  Before assuming this role, Kate was Standard & Poor’s practice leader for rating residential mortgage-backed securities (RMBS) in Asia-Pacific. She has experience rating RMBS and Reverse Mortgage transactions, as well as extensive experience in credit ratings for a range of financial institutions and insurance groups.   Kate holds a Master of Applied Finance degree from the University of Melbourn ... (view full description)

Tracy Wan

Senior Director, Structured Finance
Fitch Ratings

Tracy Wan, CFA, is currently a Senior Director with Fitch Ratings, leading the rating process for ABS transactions backed by consumer assets. Tracy has ten years’ experiences in ABS covering various asset classes. Her current responsibilities include leading new rating process for student loan and unsecured consumer lending ABS, monitoring a diversified ABS portfolio, overseeing criteria and model development, and providing timely commentaries to market in response to credit events or market changes.   Prior to joining Fitch, Tracy was a vice president in the credit card division at Citigroup, where she rotated among several teams, but primarily in credit-risk management function ... (view full description)

David Williams

Executive Director
Natixis

Joe Wong

VP-Senior Analyst, Structured Finance Group
Moody's Investors Service

Joe Wong has been with Moody’s Investors Service since January 2005. He is currently a Vice President – Senior Analyst with the Structured Finance Group.  Joe is a rating analyst for Asian structured finance transactions, with a focus on covered bonds. He has also been rating transactions in a wide range of other asset classes, including structured credit, asset backed securities and mortgage backed securities. Joe is the lead rating analyst for a number of landmark transactions, including the first covered bond programs established under the Singaporean and Korean covered bond laws, the first cross-border Korean commercial auto loan ABS, the first secured notes issued by major Chinese bank, ... (view full description)

Oliver Wriedt

Chief Executive Officer
DFG Investment Advisers

Mr. Wriedt joined DFG in 2019 as Chief Executive Officer. He is responsible for overseeing business strategy and day-to-day management of the firm, driving product development, and leading fundraising efforts. He has twenty-five years of experience in lending, structuring, portfolio management and business development. Prior to joining the firm, Mr. Wriedt spent 6 years at CIFC Asset Management, where he most recently served as Co-Chief Executive Officer. During his tenure at CIFC, he helped grow assets under management to $18 billion and diversify product offerings to include a range of alternative credit strategies. Prior to joining CIFC, Mr. Wriedt served as a Managing Director in P ... (view full description)

Vivian Zhang

Managing Director, Head of Securitisation, China
HSBC

Vivian Zhang has 12 years structured finance industry experience. She joined HSBC in 2006. Vivian has great experience in securitisation and structured transactions across Asia, and is one of the most experienced and highly-trusted execution bankers for Chinese ABS. Vivian is responsible for controlling the overall execution timeline, negotiating with rating agencies, working with lawyers on transaction documents drafting, regulatory package compilation, etc. Since joining HSBC, Vivian has participated in a handful of milestone transactions successfully launched across the region: domestic Auto ABS for BMW, Ford and Volkswagen in China, domestic CLOs for HSBC (China), BoComn, BOC and ICBC in ... (view full description)

Hong Zhao

Global Head of CLO Trading
Societe Generale

Mr. Zhao joined Societe Generale (SG) in March of 2013 to lead its global CLO trading platform.  Prior to SG, Mr. Zhao has also spent a number of years at Barclays Capital, GE Capital and Knight Capital, respectively, focusing on banking, structuring and trading a wide variety of securitized product including CLO/CDOs, corporate aircraft, credit cards, auto/equipment, transportation assets, Franchise Finance, Whole business securitization and dealer floor plans. Collectively, Mr. Zhao has 17+ years of experience in the structured credit space.
 
Mr. Zhao holds a master’s degree from Columbia University.  

Adnan Zuberi

Managing Director Bank Solutions & Credit Structuring
BNP Paribas

Adnan Zuberi is a Managing Director and Head of Credit Structuring for the Americas.

He joined BNP Paribas in 2008 from JPMorgan Chase where he was an Executive Director in the Structured Credit Products team since 2007. Prior to that, he spent five years at UBS in credit structuring most recently as Head of Credit Derivatives Structuring.

Adnan is a graduate of the University of Michigan.

Martijn van der Molen

Senior Director, Credit & Insurance Linked Investments
PGGM

Helena von Gladiss

Head of Structured Finance
BMW Group

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Event Contacts for 2nd Annual Asian Structured Credit Summit

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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

    Email: dataprotectionofficer@euromoneyplc.com

    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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

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