This is a past event please click  HERE  for the upcoming program.

Rajan Ariyur

Managing Director, Private Fixed Income
Sun Life Capital Management

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

Vincent Belcastro

Group Head Syndications
Element Fleet Management

Vince is a finance & senior banking executive with a diverse background in a wide array of sectors in commercial lending, risk analysis and valuations over his 25+ year career. His primary experience lies in secured financing, project finance and equipment finance asset classes in both the Middle Market and the Large Corporate sectors. Vince has an entrepreneurial background with strong expertise in launching and managing new business, operational and strategic platforms with a keen focus on process improvement. This represents a unique focus when coupled with strong credit risk management experience and processes. I have been successful in launching and managing several de-novo new busi ... (view full description)

Stefano Belfiore

Investor
Copley Equity Partners

Quentin Cote

President and COO
Orion First

Mr. Cote is President & COO of Orion First. His responsibilities include leading the teams managing business development, client relationship management, contract operations and Orion’s finances. Quentin’s 31 years in the finance industry and proven track record in private investing, specialty finance, structured finance, capital markets and finance company operations provide him valuable relationships, experience and expertise in helping Orion deliver its services and further develop its offerings.  In his past roles, Quentin has served as Vice President at State Street Bank, Director at Sherman Financial Group, Managing Director at Babson Capital Management (now Barings), a ... (view full description)

Mike Dicecco

Chair, ELFA Board of Directors Executive Managing Director, Huntington Asset Finance
Huntington Equipment Finance

Michael DiCecco is Executive Managing Director of Huntington Bank’s Asset Finance business which includes asset-based lending, equipment, technology & healthcare finance, vendor & inventory finance, public capital, renewable energy, premium finance, and lender finance. DiCecco, along with a group of colleagues, established Huntington’s equipment finance capabilities in 2001 after starting his career at Star Bank (nka US Bank) in 1988. Over the last 30 years DiCecco has earned increasing responsibilities in equipment finance and commercial banking, including leading Huntington’s commercial bank for Northeast Ohio from 2005-2008. Active in the industry and community, DiCecc ... (view full description)

Christopher W. Donohoe

Managing Director
Piper Sandler & Co.

Andy Fishburn

VP, Federal Government Regulations
Equipment Leasing & Finance Assoc. (ELFA)

Andy Fishburn is the Vice President of Federal Government Relations for the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 575+ member organizations in the $1 trillion equipment finance sector. Mr. Fishburn joined ELFA in September 2012. He directs and operates all aspects of the associations federal relations strategy and the engagement of members in political programs. Fishburn has focused on legislative, financial and tax policy matters throughout his distinguished career within the Department of Treasury and the U.S. Congress. He served in legislative affairs positions and as senior advisor to four Secretaries of the T ... (view full description)

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.
 

Barbara Goodstein

Partner
Mayer Brown LLP

Barbara M. Goodstein is a partner in the Global Finance practice of Mayer Brown's New York office. Barbara's experience consists of commercial and structured financing as well as restructuring of transactions for a wide range of asset types, including auto, trade, health care, timeshare and lease receivables, CDO's and CLO's, sports franchises, intellectual property, transportation equipment (including aircraft, aircraft engines, railcars and vessels), technology, medical, communications, office and construction equipment, and marine and inter-modal containers. Barbara is recognized in Chambers USA, Chambers Global, Legal 500 and SuperLawyers as a leading lawyer. Chambers USA notes that she ... (view full description)

Christian Haesslein

Head of Asset Securitization
DZ Bank AG

Christian A. Haesslein is a Director and Head of Asset Securitization in DZ BANK’s Structured Finance Asset Securitization Group.  He has worked at DZ BANK in various roles since 2003 and is responsible for DZ BANK's ABCP conduit, Autobahn Funding.  Christian’s responsibilities include oversight of the conduit's operations, including originating, structuring and managing securitization transactions. DZ BANK has completed revolving warehouses, credit facilities and term securitizations in a variety of different asset classes, including equipment financing, asset-based lending, trade receivables, and various types of insurance-linked receivables, among others. Christian holds ... (view full description)

Brent Hall

Senior Vice President
Alliance Funding Group

Brent Hall is the Senior Vice President for Alliance Funding Group (“AFG”).  A thirty two year veteran in the equipment lease and finance industry, he was most recently the founder and CEO of Pinnacle Capital, a 20-year small ticket equipment lease and finance company before being acquired by and joining AFG in early 2020.  Brent has held various board positions within in the equipment lease and finance industry including the UAEL Board and Executive Board and was the founding President of the NEFA.  Brent is also a past member of the CLFP board. 

Madeline Heckman

Conference Producer
IMN

Jared Keating

Managing Director
Napier Park Global Capital

Jared Keating is a Managing Director based in London at Napier Park Global Capital and helps lead the firm’s investments in real assets across the transportation and equipment sectors, including responsibility for Napier Park’s aircraft and railcar leasing programs. Prior to this, Jared focused on mergers & acquisitions and restructuring assignments at Lazard Frères & Co in New York, principally in the financial services sector. Jared also worked at Eurazeo in Paris and at Camulos Capital in London, where he was responsible for investments in private equity and distressed opportunities. Jared received an AB from Princeton University and a Masters in International Affairs, cum laude, ... (view full description)

Aneesh Kelkar

Senior Associate
Atalaya Capital Management

Lauren Lannefeld

Director
BMO Capital Markets

Mrs. Lannefeld joined BMO Capital Markets’ U.S. Securitization Group in August 2009. Prior to joining the Securitization Group, she started her career with the BMO Capital Markets’ Financial Sponsors Investment Banking Group in July 2007. Mrs. Lannefeld’s responsibilities include originating, structuring and managing securitization transactions with a focus on auto, equipment and corporate loan asset classes both in the conduit and term markets.  Mrs. Lannefeld holds a BBA with a concentration in Finance from the University of Wisconsin – Madison and an MBA from the University of Chicago Booth School of Business.

Stanley Newman

Managing Director
Capital Access Advisors, Inc.

Founder of New World Equipment Funding, a specialty finance services company that specialized in funding the equipment leasing industry.  Served as Chief Operating Officer of, and an equity participant in, this company building it from a start-up in 2006 into the sixth largest independent leasing company in twenty one months as well as one of the most efficient as measured by the Monitor 100.   Founder of Capital Access Advisors which provides advisory services for the specialty finance industry, consulting and investment banking services for various public and privately held companies including clients rangi ... (view full description)

Michael Pearl

Treasurer
Triton International Limited

Michael Pearl is the Treasurer of Triton International.  Triton International was created in July 2016 through the merger of TAL International Group and Triton Container International Limited.  Michael joined TAL in 2009 and has held multiple positions including Assistant Treasurer, Director of Business Development and Head of Credit.  Prior to joining TAL, Michael spent 5 years at National City Bank in various banking roles including structured finance and transportation, equipment and lease finance.  Michael is a graduate of Colby College and has an MBA from the University of Michigan.
 

Ralph Petta

President and Chief Executive Officer
Equipment Leasing and Finance Association

Ralph Petta is the President and CEO of the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 550+ member organizations in the $1 trillion equipment finance sector. Mr. Petta leads the organization in executing its mission to foster business development, deliver industry information and analysis, provide educational opportunities and advocate for the industry. He is also President of the Equipment Leasing & Finance Foundation, which is dedicated to inspiring thoughtful innovation and contributing to the betterment of the equipment leasing and finance industry. Mr. Petta, an authority in the business of equipment finance, has been wit ... (view full description)

Erik Priede

Managing Director
Citizens Bank

Prior to joining Citizens in 2017, Mr. Priede was a Managing Director in the non-mortgage securitization team at RBS with transaction origination and execution responsibilities for a variety of clients and asset types.  His securitization banking career also includes roles with Banc One Capital Markets and Bank of America.  Mr. Priede received a BS in Finance from Indiana University and an MBA from the University of Chicago.
 

Hari Raghavan

Capital Markets
Airborne Capital

Tracy Rice

Senior Credit Officer, Corporate and Esoteric ABS
Moody's Investors Service

Tracy Rice is a Vice President – Senior Credit Officer in the U.S. Asset Finance Group at Moody’s Investors Service. Tracy joined Moody’s in 2005, and is currently part of a team that assigns new ratings to securities backed by esoteric assets. She covers a variety of asset classes including solar, aircraft, whole business, stranded costs and more. Tracy continues to be involved in many analytical projects and has written numerous reports covering these sectors. Previously, Tracy covered various other ABS sectors, including student loans and equipment leases and loans. She also authored Moody’s approaches to rating private (non-guaranteed) and Federal Family Education Loan ... (view full description)

Scott Riehl

Vice President, State Government Relations
Equipment Leasing and Finance Association (ELFA)

Scott Riehl serves as Vice President of State Government Relations for the Equipment Leasing and Finance Association (ELFA), the premier trade association representing 575+ member organizations in the $1 trillion equipment finance sector.  Mr. Riehl joined ELFA in June 2016. He directs and executes all aspects of the association’s state government relations strategy, monitoring and engaging legislation and regulation impacting the industry in all 50 states.  Mr. Riehl brings 24 years of direct issue advocacy, legal and legislative staff experience to ELFA. For 13 years he represented the consumer products industry, including serving as Vice President of State Governme ... (view full description)

Jeffrey Rogers

President & Chief Executive Officer
LiftForward, Inc.

Jeffrey Rogers has over 20 years of executive management experience in finance, credit, technology, e-commerce, and operations.  Mr. Rogers is the President & CEO of LiftForward, Inc., which provides OEM device manufacturers, retailers and banks with Buy Now Pay Later (“BNPL”) subscription software platforms that power global programs. LiftForward reduces the BNPL complexity with a platform that connects all the components necessary for successful subscription programs including, point-of sale software, white labelled e-commerce customer experiences, inventory management, fulfillment, account management and analytics reporting. LiftForward has developed the largest integrated network of ... (view full description)

Adam Schneider

Partner
Oliver Wyman / Marsh Mc Lennan

Charles Stackhouse

Vice President
InterVest Capital Partners

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

Jeffrey Taft

Partner
Mayer Brown

Jeffrey Taft is a partner in the Firm's Financial Services Regulatory & Enforcement group and the Cybersecurity and Data Privacy practice. His practice focuses primarily on bank regulation, bank receivership and insolvency issues, payment systems, consumer financial services and cybersecurity/privacy issues. He has extensive experience counseling financial institutions, merchants, technology companies and other entities on various federal and state banking and consumer credit issues, including compliance with the Bank Holding Company Act, National Bank Act, International Banking Act, Consumer Financial Protection Act, Truth-in-Lending Act, the Fair Credit Reporting Act, the Electronic Fu ... (view full description)

Scott Thacker

Chief Executive Officer
Ivory Consulting Corporation

Mr. Thacker is the CEO of Ivory Consulting, the software and consulting company that has helped define the modern equipment finance industry with the proven software solution for modeling, analyzing and pricing equipment leases and loans, and portfolios.   Scott is the immediate past chairman of the Board of Trustees of the Equipment Leasing & Finance Foundation, and the founding chair of ELFA Equality, the Equipment Leasing and Finance Association’s diversity and inclusion initiative.   He is also an investor and mentor with Sand Hill Angels. Previously, he was a member of the Board of Directors of the Equipment Leasing and Finance Association, a memb ... (view full description)

Bill Verhelle

Chief Executive Officer
QuickFi by Innovation Finance USA LLC

Bill is the founder of QuickFi by Innovation Finance USA LLC, Harvard Partners LLC and First American Equipment Finance. QuickFi serves global manufacturers of business equipment with an innovative, new, 100% digital, self-service equipment financing platform. Before founding QuickFi in 2018, Bill served for nearly 20 years as the CEO and co-founder of First American Equipment Finance. Bill is an expert on building an innovative business model. Bill’s former company, First American, was recognized eight times on the Inc. 500/5000 list, and was named by Fortune magazines as both: - one of the 20 great workplaces in financial services; and as  - one of the 1 ... (view full description)

Dr. Robert Wescott

Founder and President
Keybridge Research LLC

Robert F. Wescott is Founder and President of Keybridge Research LLC, an economic consulting firm in Washington, DC, that has served major financial institutions, Fortune 500 companies, and leading business associations since 2001. Dr. Wescott concentrates on global macroeconomics, financial risks, and public policy research. He provides global asset allocation advice to high-profile international financial firms and is a frequent speaker to business and financial audiences around the world. Dr. Wescott also testifies as an expert before U.S. Congressional committees on economic, financial, and energy policy matters. From 1999 until 2001, Wescott served as Special Assistant to the U.S. ... (view full description)
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Event Contacts for 21st Annual Investors' Conference on Equipment 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.

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.

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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.

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What Personal Data We Collect & Why

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    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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