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- Understanding the relative value of securitization as a funding tool
- The Basics: Identifying the key players and understanding the structure of an ABS deal
- Overview of programs underway to help SMEs tap alternative sources of capital
- Understanding basic structures and innovations in SME finance
- Can securitisation help SMEs access the capital markets?
- Overview of recent and pending global regulatory initiatives and their impact on asset allocation strategy in the ABS sector
- Capital and liquidity update:
- Is investor behavior changing already?
- Will insurers, banks and AIFMs continue to invest under the current proposals?
- How final are the proposals? Will there be room to think again?
- What is behind the recent resurgence of this funding tool and investment option in Europe?
- Examining and understanding the underlying assets and the structure of the CLO
- Identifying the investor base and understanding the various counterparties to the deal
- Assessing risk across the asset classes
- Perception in the marketplace for key consumer ABS asset classes such as autos, credit cards, leasing
- Understanding structural strengths and protection measures in place
Jesus Rio Cortes
- Do we need more rules or better compliance with existing rules?
- Is action required from regulators, originators, or investors?
- The issuer perspective: assessing the feasibility of every-increasing increasing disclosure requirements
- Understanding the key counterparties in a bankruptcy workout
- Reviewing the logistics of originator bankruptcy workouts across various jurisdictions
- Assessing the role of the servicer, trustee and other important service providers
- Servicing transfer concerns
- Trade receivables
- Renewable energy
- Non-performing loans
- Pivotal global and EU initiatives that will affect securitisation in 2014 and beyond, and their impact
- Timeline for new regulations and taking stock of those already implemented
- Funding growth in Europe: will current regulations help or hinder the revival of securitisation as a funding and risk transfer tool?
- If investors are driven away from securitisation, where will they go? What other options are there for them?
- What are the implications for the health of the financial system?
- What groups of investors are most affected and how?
- Is the global regulatory landscape harmonized? Are there unintentional consequences and/or conflicts looming?
- With so many positive signs pointing to a broader economic recovery, why is the ABS pipeline still clogged?
- Key factors priming the ABS pipeline for growth:
- Increased consumer lending activity and improved asset availability
- The need to reduce reliance on banks and grow our capital markets
- The expiration of bank funding schemes
- Rising demand for funding solutions pointing to securitization
- Securitisation as a tool to help SME financing
- Broadening of issuance classes
- CLOs and other bright spots
- Key factors hindering the ABS pipeline:
- Regulatory uncertainty, volatility and co-ordination
- Continued negative signalling
- Diminishing incentives for investors to maintain their infrastructure
- Changing CRA methodologies and requirements
- What happens when interest rates go up?
- Home price trends across Europe
- Assessing the degree of housing liquidity
- Mortgage lending trends and availability
- Foreclosure rates: Is there a role for a uniform European foreclosure code?
- Is funding available for new construction?
- How sustainable is housing demand?
- What are investor tolerances for risk?
- Is this enough to "prime the pump"?
- What is liquidity?
- How should we measure it?
- How can we be sure it will always be there?
- What is the impact of the LCR on bank investors
- How is the liquidity debate unfolding across the Atlantic? US and EU developments.
- What does the new market look like?
- Which peripheral and more established markets are leading the charge in this sector?
- IFRS 9 and 10 and Short-term Finance.
- Current documentation and legal issues that affect transaction execution.
- Financing the real economy local, regional, and global deals Interaction with other receivables and payables financing transactions
- Conduit versus balance sheet. Is there more to be done with term investors and structures?
- The new capital rules: assessing the impact on the RMBS investor
- Planning ahead for LTRO's expiration in early 2015
- Examining economic fundamentals in Europe and the impact on RMBS origination
- How much of a difference is the availability of loan-level data making?
- Impact of secondary trading volumes on primary pricing
- What are the drivers for growth?
- Diversifying funding sources: reducing bank dependency, improving access to capital markets
- Efforts underway in ABS land to assist SMEs to tap the capital markets directly
Reinald de Monchy
Jan - Jaap Meindersma
- Varying perspectives and initiatives and understanding the New Basel Capital approaches across jurisdictions
- Originators and Investors: why it is important for you
- What drives the various approaches?
- How will the proposals affect bank investor's appetites?
- What will be the effect on the real economy?
- CRD V what's in the pipeline?
- Update on restructurings
- The role of the special servicer
- Can CMBS ever be "high quality"?
- Has CMBS confronted its demons? Is it ready to move on?
- Will refinancing risk and maturity transformation always be a constraint on the sector?
Clarence E. Dixon
- Size of the opportunity and what are the drivers
- Performing but non-core
- Performing but need to shrink balance sheet
- What assets are being sold and from which jurisdictions?
- Commercial real estate
- Residential real estate
- What are investors buying and why?
- Performing versus Non-Performing
- What about servicing?
Juan De Mollein
Jaime Azcona San Julián
- Have yields tightened too much?
- Where are spreads going and where do investors see the most value currently?
- Why is investor interest in this sector on the rise?
- Does Auto paper now sit in the generic consumer credit, or should it still be treated as a distinct asset class?
- Solvency II: is it a positive for shorter term auto?
- Where is the break even' on this asset class for an investor?
- Will appetite for mezzanine return first in autos, before RMBS?
- Update on the Volcker Rule and its impact
- Overview of EU "Liikanen" proposals on bank separation
Guy O Keefe
- Relative value for investors -US vs European market
- Regulation - will the current regulatory hurdles be cleared, and are there more ahead?
- Retention and retention financing
- Standardisation of the European 2.0 product - is it a good thing?
- Will the market open to smaller managers?
- Outlook for deal volume in 2014
- Choosing your mortgage funding tool; relative value comparison under the new capital and liquidity regime
- Going beyond mortgages: covered bonds backed by SME loans
- How will the ratio of securitizations to covered bonds evolve in the long and short term?
Jose Antonio Trujillo
- What is the relative value of securitization as a funding tool for the auto sector?
- Are financing costs returning to pre-crisis levels?
- Overview of recent structures and key differences among various borrowers
- What would make the funding platform more efficient? Examining the effect of the LCR and other regulations
- How are structures likely to evolve to accommodate growing risk appetite
Javier Garcia Martin
- How are alternative investment fund managers adjusting to the (for them) new rules?
- How much has changed in the new Regulatory Technical Standards of the European Commission?
- How do US and European rules match up? Do they dovetail or clash?
- Is putting the onus on investors to ensure compliance sustainable in the long run?
- Do investors feel this sector can deliver the yield they may be searching for?
- Pricing expectations
- Profiling the investors and where are they active in the capital structure?
- What impact has regulation and structural enhancements had on investor appetite for CLOs?
- Differentiating fund managers
- Investor opinion on the refi option
- Researcher response to the European Data Warehouse
- Regulatory impact on mortgage affordability
- Liquidity vs. Yield- investing in whole loans vs. RMBS
- Political and bureaucratic intervention: risks to investors that are hard to assess and how can they be quantified?
- Future growth
William Howard Davies
Ruben van Leeuwen
- Why the resurgence in continental European issuance?
- What factors have contributed to renewed issuance?
- Outlook for deal volume in 2014
- Conduit financing versus term ABS structures
- Seven years after the crisis, why is disclosure still an issue?
- New disclosure requirements unfolding in the U.S. and in Europe (CRA regulation Article 8b and Reg AB II)
- Are current ABS disclosure initiatives reasonable or do they impose duplicative burdens to hinder the market?
- What re the cost and compliance issues for issuers of the new rules?
- Should private financings require full public disclosure?
- Are investors benefitting from current disclosure initiatives or should we stop to take stock before additional regulations are drafted?
Fabrice Faure Dauphin
- How risk retention has impacted CLO managers
- How CLO 2.0 structures have impacted manages
- Roundup of CLO 1.0 managers / how many managers active this year?
- Is the change in manager landscape a good development for investors or not?
- Are PE firms better placed to be CLO managers? e.g. risk retention
- Assess different types of managers
- What do we mean by the "real economy"?
- Have we learned the lessons of the past? How can we guard against the re-emergence of SIVs, CDOs and other leveraged products?
- How far can securitisation go in providing real funding for real people?
- What hurdles do issuers and investors face in pushing these boundaries?
- The role of conduit finance
Marjan Van Der Weijden
- Documentation 2.0: concerns over consistency, accuracy and the definition of the new 'market standard'
- Market-driven best practices in standardized reporting and documentation: the Dutch example
- Is the lack of supply and tightening spread environment breeding greater acceptance of lower quality standards?
- What are the implications for investors of conducting proper due diligence on new deals?
- Identifying the investor base and exploring the expanding role of private equity in the ABS market
- How are overseas buyers viewing the European market?
- Attracting the Middle Eastern buyer base and the importance of shariah compliant structures
Ramesh Kumar Ramiah
- Housing market recovery update: key jurisdictions showing signs of growth and opportunity
- Spain, Italy, Portugal, Ireland: Are the peripheral housing markets ready for a comeback?
Flavio Marco Rusconi
- Surveying opportunities for investors in the largest European RMBS markets
- Will the UK recover the top spot for issuance volumes in 2014?
- Is there scope for risk transfer as well as funding trades?
- How will the private market be affected by new disclosure rules under Article 8b?
Harmen van den Hondel
Hendrik Jan Luikinga
- What is the role of a bank treasury portfolio?
- What is the role of ABS in the economy?
- Role of ABS before crisis and current ECB efforts
- Regulatory impact: LCR and RWA
- Should you own ABS in a Bank Treasury portfolio?
- What would tip you over to increase allocation to ABS?
- Identifying the assets/projects
- Role of the EIB and other credit enhancement providers
- Where is the funding mix now and where should it be?
- What is the appropriate role of the Project Bond Initiative at this point?
Cirine El Husseini
- Developments in tools that can aid in drawing meaningful conclusions from a surplus of data
- Loan by loan cash flow analysis
- Improvements in deal transparency
- Best methods for price discovery and bond screening
- How easy is it to take the European DataWarehouse data and add value to it for investors?
Evert Van de Wauwer
- Timeline for proposed changes and their implementation
- Overview of CRA3: key points
- Update on U.S. initiatives and the implications for Europe
- How easy is it to deliver reduced reliance on credit ratings?
- Developments in consumer securitization in key emerging markets in Europe, the Middle East, and Africa
- Developments in the SME funding via securitization and covered bonds
- Issuance drivers and broad market developments
- Australian RMBS performance outlook and house price trend
- Implication of APRA securitisation consultation and regulatory updates
- Latest development on the Chinese ABS market
- Current measures by the Financial Stability Board to regulate this sector
- Money market funds regulation update: compare and contrast the U.S. and Europe
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- record activity on our Sites so that we understand how you use our Sites enabling us to better tailor our content, services and marketing to your needs;
- collect statistical information about how you use the Site so that we can improve the Site; and
- gather information about the pages on the Site that you visit, and also other information about other websites that you visit, so as to place you in a “market segment”. This information is only collected by reference to the IP address that you are using, but does include information about the county and city you are in, together with the name of your internet service provider. This information is then used to place interest-based advertisements on the Site which it is believed will be relevant to your market segment. For more information about this type of interest based advertising, and about how to turn this feature off please visit www.youronlinechoices.co.uk. (Please email us at email@example.com if you have any queries about cookies)
Some of the cookies used by our Sites are set by us, and some are set by third parties who are delivering services (such as interest based advertising directed at your market segment) on our behalf.
To see a list of the cookies and similar technologies used on this Site and instructions on how to turn them on and off click here. (Please email us at firstname.lastname@example.org if you have any queries about cookies)
Most web browsers automatically accept cookies but, if you prefer, you can change your browser to prevent that or to notify you each time a cookie is set. You can also learn more about cookies in general by visiting www.allaboutcookies.org which includes additional useful information on cookies and how to block cookies using different types of browser. Please note however, that by blocking, deleting or turning off cookies used on the Site you may not be able to take full advantage of the Site.
Email tracking: So that we can better understand our users' needs, we track responses to our emails - for example, to see which links are the
most popular in newsletters, and to log and follow up responses to our marketing messages. To do this, we use pixel GIFs, also known as "pixel tags" - these are
small image files that are placed within the body of our email messages. They enable us to tell if a message has been opened and to track click-throughs on links
within the message.
Any other purposes for which Euromoney wishes to use your personal data will be notified to you and your personal data will not be used for any such purpose without obtaining your prior consent.
Consents and opt-outs
You can give your consent to or opt out of particular uses of your data as indicated above by:
- Indicating at the point on the relevant Site where personal data is collected;
- Informing us by email, post or phone; or
- Updating your preferences on the applicable Site;
For turning cookies and similar technologies on and off, see the information in paragraph 5 above.
Information collected at one Site may be shared between Euromoney Institutional Investor plc, Institutional Investor Inc. and other group companies for the purposes listed above.
Your personal data may also be sold to other companies in the form of lists and directories, but only after permission from you in accordance with the provisions above.
We may also disclose your personal data to other third parties, including, without limitation, professional advisers, or governmental or State institutions or regulatory authorities, where necessary in order to exercise or defend legal rights or where required by law.
We may transfer, sell or assign any of the information described in this policy to third parties as a result of a sale, merger, consolidation, change of control, transfer of assets or reorganisation of our business.
Public forums, message boards and blogs
Some of our Sites make message boards, blogs or other facilities for user generated content available and users can participate in these facilities. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to disclose your personal information.
Transfers outside the EEA
Services on the Internet are accessible globally so collection and transmission of personal data is not always limited to one country. Euromoney Institutional Investor plc may transfer your personal data, for the purposes listed above, to other group companies, service providers or other third parties which may be located in countries outside the European Economic Area, whose laws may not give the level of protection to personal data as within the UK. This will include transfers to Institutional Investor Inc. in the US (and Institutional Investor Inc. will collect some data directly from you, in relation to the Sites which it operates) and to third parties who provide us with email and marketing services. Where we conduct any transfers we will take all steps reasonably necessary to ensure that your data is treated securely and in accordance with this Privacy Statement.
Confidentiality and Security of Your Personal Data
We are committed to keeping the data you provide us secure and will take reasonable precautions to protect your personal data from loss, misuse or alteration.
The transmission of information via the internet is not completely secure. Although we will do our best to protect your personal data, we cannot guarantee the security of your data transmitted to our Site; any transmission is at your own risk. Once we have received your information, we will use strict procedures and security features described above to try to prevent unauthorised access.
We have implemented information security policies, rules and technical measures to protect the personal data that we have under our control from:
- unauthorised access
- improper use or disclosure
- unauthorised modification
- unlawful destruction or accidental loss
All our employees, contractors and data processors (i.e. those who process your personal data on our behalf, for the purposes listed above), who have access to, and are associated with the processing of your personal data, are obliged to keep the information confidential and not use it for any other purpose than to carry out the services they are performing for us.
We also give you the option of using a secure transmission method to send us personal data identifiers, such as credit card details and bank account number.
How to Access, Update and Erase your Personal Information
- Postal mail to this address: Data Protection Officer, Euromoney Institutional Investor plc, Nestor House, Playhouse Yard, London EC4V 5EX, UK
- Telephone: +44 (0)20 7779 8600
- Email: email@example.com
Upon request, we will provide you with a readable copy of the personal data which we keep about you. We may require proof of your identity and may charge a small fee (not exceeding the statutory maximum fee that can be charged) to cover administration and postage.
Euromoney allows you to challenge the data that we hold about you and, where appropriate in accordance with applicable laws, you may have your personal information:
- rectified or amended
Changes to this Privacy Statement
We will occasionally update this Privacy Statement to reflect new legislation or industry practice, group company changes and customer feedback. We encourage you to review this Privacy Statement periodically to be informed of how we are protecting your personal data.
This Privacy Statement was last updated in April 2012.
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