Rob Allard

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

Eugene Belostotsky

Vice President, ABS Strategy
Citi

Eugene Belostotsky is a Director and Head of Citi Research’s US ABS Strategy team, covering both consumer and commercial ABS sectors. Prior to joining the firm in 2010, he was with Fidelity Management and Research, having begun his career at JP Morgan. Eugene holds a Bachelor of Science degree from MIT and a Master of Science degree from the London School of Economics.
 

Craig Braun

Director, Capital Markets
Ygrene

Craig joined Ygrene Energy Fund Inc. in March 2022 as their Director of Capital Markets.  Prior to that, he was the Chief Capital Officer of Renovate America, Inc. for 7 years where he was responsible for the team that developed and executed on the company’s capital markets facing activities.  Prior to founding the Capital Markets team at Renovate America, Craig was a Managing Director at GE Capital for 13 years with global responsibility for securitization, alternative funding and business development opportunities for a broad range of internal clients.  Prior to GE Capital, Craig spent 10 years as an investment banker at Donaldson, Lufkin and Jenrette and RBS Greenwich Capital. ... (view full description)

David Burt

Founder & Chief Executive Officer
Delta Terra Capital

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

Alexandra Cooley

Chief Investment Officer
Nuveen Green Capital

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

Priya Desai

Public Fixed Income - Structured Finance
MetLife Investments

Priya Desai serves as the Head of ABS Credit at MetLife Investment Management's Public Structured Finance group. Priya has over 15 years of structured finance experience and has most recently served as Sr. Director in Capital Markets at Marlette Funding. Prior to Marlette, Priya has worked at JP Morgan, Lehman Brothers, Deutsche Bank, and Shinkin Central Bank where she structured and executed debt financing and securitization transactions across a range of asset classes including: personal loans, small business loans, student loans, credit cards, autos, covered bonds and structured MTNs. Priya graduated from Boston College with a dual-Masters in Finance and Business Administration, and holds ... (view full description)

Emile Ernandez

Managing Director
Kawa Capital Management

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

Jack Ervasti

Director, Asset-Based Finance
KKR

Francisco Flores

Partner
Winston & Strawn LLP

Brian Ford

Managing Director, Structured Finance Research
KBRA

Brian Ford is a Managing Director and Head of Structured Finance Research at KBRA, where he is responsible for publishing timely and insightful research across all structured finance asset classes.

Prior to joining KBRA in 2017, Brian was vice president in the Credit Strategy Group at Barclays, where he was responsible for all U.S. securitized credit research.

Brian holds a B.A. in economics and mathematics from Connecticut College and is a CFA charterholder.
 

Mansoor Ghori

Co-Founder & Chief Executive Officer
Petros PACE Finance

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

Spencer Hunsberger

Managing Director
Credit Suisse Securities (USA) LLC

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

Richard Johns

Chief of Funding
Solar Mosaic

Joseph Lau

President & CIO
LordCap Green; FIIN

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

Robert McDonough

Assistant Treasurer
Angel Oak Capital; Fixed Income Investor Network

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

Dan Michaelson

Partner
Kramer Levin

Daniel Michaelson advises and represents sponsors, issuers, underwriters, borrowers, lenders, purchasers and service providers in securitization, forward flow, structured finance and leveraged finance transactions involving a broad set of esoteric asset classes, including solar leases and power purchase agreements (including back-leveraged solar tax equity vehicles), solar loans, clean energy land leases, recurring revenue loans, timeshare loans, residential and commercial property assessed clean energy (PACE) assets, unsecured consumer loans, auto loans and government energy contract receivables.

Peter Morgan

Partner
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)

Adelaide Morphett

Associate
Newmarket Capital

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

Susan Morth

Chief Executive Officer
Energy Improvement Corporation NY PACE

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

Matthew Plomin

Senior Credit Analyst
DWS

Matthew leads the front-end US credit team, managing over $100bn in liquidity mandates.  He is responsible for ABCP and other front-end structured products.

Katie Prideaux

Fixed Income Analytics Specialist, Sustainable Investment Lead
Yieldbook, An LSEG Business

Katie leads the Sustainable Investment initiatives in the Fixed Income Analytics space for LSEG. She launched the collaboration between Beyond Ratings, Refinitiv and Yield Book to bring leading ESG data together within the analytics platform, and has launched the market’s first ESG Framework for the securitized space, utilizing the latest techniques in data science.Prior to joining Yield Book in 2019, Katie spent 6 years at LSEG, most recently in M&A & Strategy where she led various acquisitions and strategic initiatives. Previously to this she was a Risk Analyst at LCH, overseeing default and liquidity margin management for 100+ SwapClear clients ... (view full description)

Ann Rutledge

Chief Executive Officer, Board Member
Creditspectrum Corp; FIIN

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

Emanuela Scura

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

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

Kim Shafer

Senior Policy Advisor
Impact Capital Managers

Kim Leslie Shafer is Chair of Aeris, a social enterprise that accelerates the flow of capital to good by driving accountability and transparency into impact investing. She serves on the Planning Committee of the High Water Women Investing for Impact Symposium.  She currently works as an expert witness in litigation, consults in financial services and fin-tech and serves on the Advisory Committee of a credit hedge fund.  She was a Senior Managing Director in Strategic Finance at Bear Stearns until its 2008 merger, working with alternative asset managers and various structured fixed income products. ... (view full description)

Alex Smit

Principal, Alternative Credit
Ares Asset Management

Mr. Smit is a Principal in the Ares Credit Group, where he focuses on alternative credit investments. Prior to joining Ares in 2013, Mr. Smit was an Experienced Associate at PricewaterhouseCooper, where he focused on valuation of esoteric assets. Mr. Smit holds a B.S.B.A., magna cum laude, from Ohio State University in Finance.
 

Yvonne Tai

Senior Fixed Income Analyst
Impax Asset Management

Jennifer Thomas

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

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

James Vergara

Chief Investment Officer
Home Run Financing

James Vergara is the chief investment officer of Home Run Financing where he is responsible for the Firm's funding, financing, investment and securitization efforts.  Home Run Financing rebranded in 2021 as part of the launch of their consumer loan products to be offered along along-side their residential PACE product to offer a one-stop-shop to their customers.   As PACEfunding, the company has completed four rated securizations of residential PACE assets under his stewardship.  Before joining Home Run, he established the SprucePACE program at Spruce Finance and while at Deutsche Bank worked to launch the AllianceNRG PACE Program.  James began his career in public finance investment banking ... (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)

Molly Whitehouse

Managing ‎Director
Newmarket Capital

Ms. Whitehouse serves as a Managing Director and is a founding member of Newmarket. Her primary responsibilities are related to the origination, structuring, and management of investments. Prior to founding Newmarket, Ms. Whitehouse served as a Director at Mariner Investment Group. She has led the origination and structuring for multiple investments and is a frequent speaker at various industry conferences. Prior to launching IIFC, Ms. Whitehouse served as an Analyst at Cohen & Company and completed the White House Internship Program. In 2019, Private Debt Investor named Ms. Whitehouse one if its “Rising Stars.” Ms. Whitehouse earned her BA in Political Science with Honors from Yale Univ ... (view full description)

Melvin Zhou

Managing Director
KBRA

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

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

Melvin earned a B.S. in mathematics from Peking University and an MBA from Baruch College, City University of New York.
 
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Event Contacts for Annual Conference on ESG in Structured Finance

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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.

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This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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What Personal Data We Collect & Why

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  • Advertising & Marketing

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

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

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

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

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

  • 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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