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Max Adams

Global Securitization Editor

Max Adams is the global securitization editor for GlobalCapital, overseeing and directing all coverage of asset-backed securities markets. His reporting focuses on real estate finance including commercial and residential, as well as single family rental. GlobalCapital, a publication of Euromoney Institutional Investor, is a weekly newspaper covering the capital markets across Europe, the US and Asia.

Rasool Alizadeh

CFO & President of Capital Markets

Vice President - Senior Client Manager, Structured Finance Group, SMBC Nikko Securities America, Inc. Rasool Alizadeh is a Senior Client Manager within SMBC Nikko’s Structured Finance Group and is primarily responsible for the term ABS initiative focusing on new issue origination in autos, credit cards, and esoteric ABS including transportation (i.e. rail, aircraft, shipping, barge, etc.) as well as off-the-run specialty finance and capital calls.   With 11 years securitization experience, Rasool was most recently with Standard & Poor’s (“S&P”), as a primary analyst in the ABS rating services group focused on esoteric mortgage related securitization. Prior to S& ... (view full description)

Tom Athan

Managing Partner & Co-Founder
Altus Power America Management

Tom Athan is a co-founder and Managing Partner of Altus Power America Management since 2010. From 2007 to 2010, Mr. Athan worked at AIG Financial Products Corp. as a Managing Director and senior credit trader on the team responsible for the liquidation and risk management of a $500Bn investment portfolio. From 1997 to 2007, Mr. Athan was a Managing Director and Head of Principal Finance & Structured Credit Products at Societe Generale responsible for a $75Bn trading and investment portfolio. Prior to that, Mr. Athan worked in Relative Value Sales as a Derivative Products Specialist at Lehman Brothers. Before joining Lehman in 1996, Mr. Athan started his career as a fixed income portfolio ... (view full description)

Orith Azoulay

Global Head of CIB Green and Sustainable Hub

Orith Azoulay is Global Head of CIB’s Green and Sustainable Finance   She has been working in SRI/ESG since 2002.   Orith joined Natixis in 2008 to create and lead its SRI sell-side Research team, which is now part of the Green and Sustainable Finance Hub she is in the process of creating. Natixis’ Green and Sustainable Hub consists of a dedicated, expert and resolutely cross-asset operational task force, whose main role will be to develop CIB’s Green & Sustainable franchise and its revenue generation in Europe, Asia-Pacific and Americas: it will offer a wide range of services, from financing to investment products and solu ... (view full description)

Melinda Baglio

Head of Acquisitions and General Counsel

Melinda is Head of Acquisitions and General Counsel for CleanCapital. Her responsibilities include overseeing due diligence and project acquisitions, as well as all aspects of CleanCapital’s legal affairs, including structuring, negotiating and implementing the company’s investment strategies. She began her career in the non-profit sector, advocating for clean energy legislation with the New York Public Interest Research Group. In 2008, she switched gears to practice law and has extensive experience representing investors and developers in energy financing transactions, including several award-winning and innovative deals. Most recently, Melinda was a senior associate in the Energy, Infrastr ... (view full description)

Elizabeth Bellis Wolfe

Vice President, Investment and Portfolio Management
New York Green Bank

On NY Green Bank’s Investment & Portfolio Management team, Elizabeth Bellis Wolfe works closely with the investment, operations, and compliance teams to support NY Green Bank activities, focusing on key aspects of the portfolio management framework, including the investment funding process, amendment and waiver requests, and portfolio monitoring.   Ms. Bellis Wolfe previously served as Counsel & Director of Finance Programs for Energy Programs Consortium, a nonprofit organization.  In that capacity, Ms. Bellis Wolfe helped develop and oversee the Warehouse for Energy Efficiency Loans (WHEEL), provided technical assistance to state and local governments on Qualified Energy ... (view full description)

Gary Blitz

Global Co-CEO, M&A and Transaction Solutions
Aon Transaction Solutions

Gary Blitz is a Global Co-CEO of Aon’s Mergers & Acquisitions and Transaction Solutions team and heads its Tax Insurance Practice, which specializes in the placement of tax insurance programs for tax credit investments, M&A transactions and other situations. Gary advises clients purchasing tax and other transaction liability insurance programs, and is often called upon to create unique solutions where no “off the shelf” product exists.Throughout Gary's career, he has been a leader in the tax and transactional ... (view full description)

Ronald Borod

Founder and Principal
Ram Island Strategies LLC

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

Craig Braun

Chief Capital Officer
Renovate America, Inc.

As Chief Capital Officer, Craig is responsible for the team the develops and executes on the company’s capital markets facing activities.  This includes short and long term funding facilities, investor, bank and rating agency relationships and interest rate hedging for the HERO and Benji products that the company originates.  In addition, Craig manages the funding team that works seamlessly with customers to provide financing once projects are completed and has created the largest Green Bond platform in the world, HERO Funding, which was recognized by Global Capital as the 2016 Green/SRI ABS Deal of the Year while Renovate America was named Esoteric ABS Issuer of the Year for 2018.   ... (view full description)

Thom Byrne

Chief Executive Officer

Thomas leads the strategy and operations. CleanCapital was born out of the inefficiencies that Thom witnessed while spending his career in clean energy finance. Prior to CleanCapital, Thom was a Partner and General Counsel at True Green Capital, a private equity firm focused on distributed solar investments. He has led landmark financings on projects to include NRG’s California Valley Solar Ranch, Caithness’ Shephards Flat Wind Project, and Terra Gen’s Alta Wind Energy Center.

Benjamin Cohen

Chief Executive Officer

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

Benjamin Cook

Ecodaptive, Inc.

Mr. Cook has over 20 years of experience in solar development and financing, during which he has financed over ten thousand commercial and residential solar systems collectively worth over $5 billion.  He formed NextPower Capital in 2016 to provide financing solutions and platforms for distributed energy project developers.  Prior to NextPower Capital, Mr. Cook was a Vice President in the Structured Finance & Global Markets groups at SolarCity.  He was instrumental in building SolarCity’s project and structured financing capabilities for the company, which has raised capital to support over $9 billion of solar projects.  Prior to SolarCity, Mr. Cook led the finance group at Recurrent Ene ... (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)

Andrew Coronios

Norton Rose Fulbright

Kim Dempsey

Deputy Director
The Kresge Foundation

Kim Dempsey is deputy director of the Social Investment Practice at The Kresge Foundation.  In that role, Kim works with Kresge program teams and external borrowers, financial intermediaries, banks and policy makers to identify areas where lack of capital is a barrier to helping vulnerable people improve their life circumstances. She structures social investments using debt, equity and guarantees and helps monitor those commitments. Kim played a central role in Kresge’s first social venture capital initiative, a partnership with the California HealthCare Foundation to finance companies that have technology- or service-based solutions that help health centers better se ... (view full description)

Tom Denkler

Managing Director, Head of Structured Privates

Thomas Denkler is responsible for managing the portfolio and new investment selection of Asset-Backed Securities, structured corporate debt, and tax driven transactions in the Private Placements Group. He is also a member of the Credit Committee for the Private Placement Group, the International Credit Committee, and the Investment Committee of the Structured Products Group. He started working for SunAmerica in 1991, which was acquired by AIG in 1999. Previously he worked at Zilkha Energy Company and KPMG Peat Marwick. He received a bachelor’s business degree in Accounting from the University of Texas at Austin and an MBA in Finance from the University of Houston. Mr. Denkler is ... (view full description)

Chris Diaz

Seminole Financial Services

CHRIS DIAZ is the co-CEO of Seminole Financial Services, LLC. In addition to his role as co-CEO, Mr. Diaz oversees Capital Raise and Investor Relations as well as the Business Development team which is responsible for the identification, evaluation, and negotiation of renewable energy finance transactions focusing on solar and wind projects between $2 million and $40 million in need of construction financing; permanent debt financing; and tax credit equity. To date Seminole has closed over $2 Billion in renewable energy construction financing, permanent Financing, and tax credit equity for solar and wind transactions. Chris is a frequent National Speaker at indus ... (view full description)

Patrick Dolan

Norton Rose Fulbright US LLP

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

Richard Dovere

Managing Partner
C2 Energy Capital

Richard Dovere has more than a decade of experience developing, structuring and financing renewable power generation projects in the United States and Europe. In 2014, he co-founded C2 Energy Capital; an independent power producer focused on distributed generation. C2 operates more than $300 MM of power generation facilities through the United States, serving a diverse set of clients including national retailers, utilities, school districts, governmental authorities, colleges, and hospitals. Previously, Mr. Dovere served as an executive of Adamas Energy Investments, Healthy Planet Partners, and Coronal Management. Mr. Dovere serves as a trustee of The Jewish Board. He holds a BA from the Uni ... (view full description)

Dan Dresser

Vice President, Credit Pricing and Capital Markets
Fannie Mae

Dan Dresser is responsible for developing and implementing the credit pricing strategy for Fannie Mae’s multifamily business and managing Fannie Mae’s multifamily investment portfolio. He leads a team responsible for providing liquidity services to Fannie Mae clients through the pricing and trading of multifamily mortgage-backed products, including overseeing multifamily Delegated Underwriting and Servicing (DUS) securities trading and the Guaranteed Multifamily Structures (GeMS®) re-securitization program. Dan also oversees all activity related to loan level credit pricing, setting guarantee and servicing fees for the multifamily business. Dan and his team manage the marketing of ... (view full description)

Joseph Eisenberg

Director - Project Finance

Joe Eisenberg is a Director in the Project Finance group at Sunrun, where he works on a variety of structured finance transactions. In this capacity he oversees Sunrun's energy storage financing practice. He has been with Sunrun for five years, having previously worked at Renewable Analytics, an investment research and consulting firm, and Susquehanna International Group, a multinational financial firm. 

Nathan Gabig


Nathan is a Partner in the KPMG ESG Advisory practice with expertise in securitization and capital market consulting with nearly twenty years of comprehensive experience in structured finance and SEC reporting compliance.  His expertise includes the SASB, TCFD, GRI and SFDR reporting frameworks as data analysis and energy capital markets.  He has decades of experience in securities issuance, SEC regulatory compliance, asset-based lending, valuation and ESG-focused underwriting.  He has personally structured 200+ asset-backed transactions with an issuance value exceeding $75 billion. His strong grasp of emerging ESG investment trends, disruptive technologies like Battery Storage and Blockchai ... (view full description)

Eric Glass

Senior Portfolio Manager

Eric Glass is a Portfolio Manager and a member of the Municipal Impact Investment Policy Group. He is also a member of AB’s firmwide Responsible Investment Committee. After joining the firm in 2000, Glass served as a research analyst and trader on the Municipal team. Before joining AB, he was on the municipal research team at Moody’s Investors Service. Prior to his career in capital markets, Glass spent several years working at and managing a transitional homeless shelter in Essex County, New Jersey. He holds a BS in business administration from the University of Richmond and an MA in public administration from Columbia University. Glass is a CFA charterholder. Location: New York

Alfred Griffin

New York Green Bank

Alfred Griffin is an industry leader in developing innovative solutions in support of the financing of renewable energy generation and energy efficiency projects, and brings 25 years of experience in banking and finance to NY Green Bank. As President, Mr. Griffin oversees partnerships with private sector capital providers and other clean energy market participants to address barriers that limit private investment into attractive renewable energy and energy efficiency projects. Prior to joining NY Green Bank, Mr. Griffin specialized in structured finance with roles in corporate and investment banking, capital markets, and risk management at Citigroup Global Markets Inc. His ro ... (view full description)

Lain Gutierrez

Chief Executive Officer
CleanFund Commercial PACE Capital

Lain Gutierrez is a banking and structured finance veteran with over 29 years of experience in originating, analyzing, structuring and rating asset-backed financings.  Lain is the CEO of CleanFund Commercial PACE Capital, Inc.  CleanFund is the leading provider of long-term financing for energy efficiency, water conservation, renewable energy and seismic improvements for commercial, multifamily and other nonresidential properties in the U.S. Prior to CleanFund, Lain founded SolFin Capital, LLC, a specialty finance company with institutional backing from a credit-focused asset manager with over $12 billion under management.  SolFin’s mission is to provide creative and ... (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)

Amy Hauter

Portfolio Mgr. & Head of Sustainable F.I.
Brown Advisory

Amy is a partner and portfolio manager and head of sustainable fixed income at Brown Advisory. She is a portfolio manager on Brown Advisory’s sustainable fixed income strategies which include our Sustainable Core, Tax-Exempt Sustainable and Sustainable Short Duration composites. In 2018, Amy received recognition as a Rising Star from Fund Action and Fund Directions for her work in building out Brown Advisory’s sustainable fixed income platform. She has held numerous speaking engagements, including the United Nations Sustainable Investing Summit in 2019. Amy joined the firm in 2012 and previously worked in fixed income client service at Morgan Stanley.

Stacey Hughes

Chief Financial Officer
Sunlight General Capital

Ms. Hughes is the CFO of SunLight General Capital and was also one of the company’s co-founders in 2009.  She has more than 15 years’ experience in renewable energy project finance.  Previously, she was a Managing Director (Fixed Income Derivatives) at Societe Generale.  She was also an Analyst at Salomon Brothers (Capital Markets and Financial Institutions Group).  She has a B.S. degree in Finance from California Polytechnic University and an M.B.A from Harvard Business School.

Bert Hunter

Executive Vice President and Chief Investment Officer
CT Green Bank

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

Chris Hunter

Chief Capital Officer
Clean Energy Collective

Chris Hunter is a recognized expert and executive with deep knowledge of the energy, cleantech and environmental finance markets. As chief capital officer for Clean Energy Collective, the world’s leading community solar developer and solutions provider, Mr. Hunter is responsible for originating and securing all required capital for Clean Energy Collective, including corporate equity, tax equity, construction financing, term debt and mezzanine financing, representing a portfolio of more than 130 RooflessSolar projects within 33 utility service territories across 15 states, and more than 350 MW of community solar capacity. Prior to CEC, Mr. Hunter created and led several successful energ ... (view full description)

John Joshi

Director of Financing Solutions

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

Elias Katz

Senior Vice President, Fixed Income Sales and Trading
Drexel Hamilton

Part of the management team for the  Structured Products Department of a Disabled Veteran owned broker dealer, Drexel Hamilton LLC,  whose unique mission of hiring and training disabled veterans has created a close following of a broad base of fixed income investors. Mr Katz started his career at Salomon Brothers Inc and later co-founded Highland Financial Holdings, LLC which was recognized by Risk Magazine as risk manager of the year .  Mr Katz has an MS in Environmental Engineering from UNC Chapel Hill and has great interest in blending the fields of Finance and Environmental Planning.

Lauren Kerr

Director of Programming

Jamie Kocis

Partner, Deputy Chair, Corporate
Kramer Levin

Jamie Kocis advises securitization participants in both warehouse securitization facilities and term securitizations across all esoteric asset classes. She serves as deal counsel in market-leading transactions involving new and emerging asset classes, including in the solar asset and commercial PACE (property assessed clean energy) space. Jamie represents issuers, underwriters, borrowers, lenders and service providers in structured finance transactions involving a variety of asset classes, including timeshare loans, solar assets, commercial PACE assets, structured settlements, lottery receivables, equipment leases, auto loans, consumer loans, small business loans, collateralized ... (view full description)

Jonathan Lam

Senior Vice President
Morningstar Credit Rating

Jonathan Lam is senior vice president of asset-backed securities (ABS) ratings and research for Morningstar Credit Ratings, LLC. He is involved in the ratings and the development of models for esoteric ABS and collateralized loan obligation (CLO) transactions.   Before joining Morningstar, Lam was senior director in the commercial ABS at another rating agency where he focused on aircraft securitization, commercial marketplace lending, venture capital loan pools, and esoteric ABS. Previously, Lam held roles at Gleacher & Company and RangeMark Investment Management Inc. Jonathan started his career in Standard & Poor’s structured finance group rating derivative product compa ... (view full description)

Joseph Lau

President/CIO; Chair
LordCap Green; FIIN

Joe is the co-founder, President and Chief Investment Officer of LordCap Green (, 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 (, 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 over $86 billion of glo ... (view full description)

Nicole Lawrence

T-REX Group

Nicole Lawrence is the Director of Client Development for T-REX’s Securitization business, bringing more than 15 years of experience in ABS investments, analytics, and structuring to her role. She has expertise in commercial and residential property assessed clean energy (PACE), as well as across other ABS markets, including timeshare, unsecured consumer, small business, subprime autos, aircraft, CLO, and equipment. Prior to joining T-REX, Nicole was a portfolio manager at B Asset Manager (BAM), focusing on investing in esoteric and consumer ABS markets. Before BAM, Nicole spent eleven years at PPMAmerica, most recently as a vice president in the structur ... (view full description)

Mary Kathryn Lynch

Chief Financial Officer
Renew Financial

Mary Kathryn is the CFO at Renew Financial, a leading provider of residential PACE financing.  

Mary Kathryn worked at Renew from 2011-2013 and rejoined the company in 2016.  Prior to rejoining Renew, MK worked at Sunrun.  Before working in the renewable energy and energy efficiency industry, MK spent 15 years in investment banking, working for firms including UBS, Credit Suisse, DLJ, Deutsche Bank, Bankers Trust and Kidder Peabody.

MK has an MBA in Finance and Public Policy from The Wharton School and a Bachelor of Science degree from the University of Virginia.

Keith Martin

Co-head of Projects
Norton Rose Fulbright

Keith Martin is a transactional lawyer in the Washington office of Norton Rose Fulbright.  The firm has 59 offices in 33 countries.  Its 224 projects lawyers did $176 billion in transactions in the last three years.  Keith worked for 135 companies last year. The prestigious Chambers directory gives him its sole "star" ranking among US renewable energy lawyers based on surveys of corporate law departments and peers at other firms. 

Chris Miller

Managing Director

Chris Miller is a Managing Director in the Private Debt group at Nuveen/TIAA, helping originate and manage corporate and structured finance private placement investments. He has been in the Private Debt group for 11 years, having previously worked on the derivatives desk at TIAA. Prior to TIAA, Chris worked on the corporate funding desk at Bank of America. He is a CFA charterholder and has his degree in Finance from Creighton University.

Eric Neglia

Senior Managing Director, ABS

Eric Neglia is a Senior Managing Director and leads Kroll Bond Rating Agency’s (KBRA) Consumer ABS Group. Eric joined KBRA in 2015 and works across all Consumer ABS transactions, including auto loans and leases, unsecured consumer loans, solar loans, credit card receivables and student loans, as well as small business loans/merchant cash advance ABS.  

Prior to joining KBRA, Eric was head of operational risk management at MasterCard Worldwide and before that spent 15 years at MBIA Insurance Corporation underwriting Consumer ABS transactions.
Eric holds an MBA in finance from New York University.

Katrina Niehaus

Managing Director
Goldman Sachs

Katrina Niehaus is a Managing Director in the Structured Finance business within the Investment Banking division and leads Goldman’s Corporate Securitization Group. Katrina joined Goldman Sachs in 2005 as an Analyst and was named Managing Director in 2015. Prior to joining the firm, Katrina was an Analyst in the ABS Finance group at Lehman Brothers where she focused on esoteric asset securitization.   Ms. Niehaus has experience structuring and executing transactions in a broad array of asset classes including: solar, utility rate reduction bonds, rental car, whole businesses, intellectual property and small business loans. Ms. Niehaus received a B.S. in Economics from the Wharton ... (view full description)

Michael Pacca

Portfolio Manager
J.P. Morgan Asset Management

Michael Pacca, vice president, is a member of the Global Fixed Income, Currency & Commodities (GFICC) team. Based in Columbus, Michael is a portfolio manager for the U.S. Value Driven team and is responsible for managing institutional and global wealth management portfolios. Prior to joining the firm in 2016, he was a securitized product trader at Longfellow Investment Management and Drexel Hamilton and a portfolio management analyst for the Florida State University College of Business Investment Fund. Prior to his career in finance, Michael served as an Airborne Infantry Platoon Sergeant/Squad Leader in the U.S. Army. Michael holds an M.S. in finance and a B.S. in finance and economics ... (view full description)

Billy Parish

Chief Executive Officer

Billy Parish is Founder and CEO of Mosaic, the top lender for home solar in the U.S. Mosaic was named one of the world’s 10 most innovative companies in energy by Fast Company for the past two years. In 2002, he dropped out of Yale to found the Energy Action Coalition and grew it into the largest clean energy membership organization in the world with over 300,000 members. He was lead architect of the Clean Energy Corps proposal to create 5 million new green jobs, which was incorporated into the American Recovery and Reinvestment Act and also expanded Americorps with a new “Clean Energy Service Corps”. He has been honored as a Rolling Stone magazine & ... (view full description)

Alfred Pollard

General Counsel
Federal Housing Finance Agency

Alfred Pollard serves as General Counsel for the Federal Housing Finance Agency (FHFA).      Supervising the Office of General Counsel includes work on regulatory matters affecting Fannie Mae and Freddie Mac and the eleven Federal Home Loan Banks, representing over $5.5 trillion in financial assets.  Pollard is the Agency’s designated ethics official.  He has had a leadership role in investigations and enforcement actions and in the 2008 conservatorships imposed on Fannie Mae and Freddie Mac.  He oversees legal department work related to the Dodd Frank Act of 2010, lawsuits involving securities law violations, state and local laws affecting the regulated entities, compliance matt ... (view full description)

Matt Potere

Chief Executive Officer
Sunlight Financial

Matt Potere serves as chief executive officer of Sunlight Financial.  Matt has 20+ years of consumer credit experience and joined Sunlight from Bank of America where he was senior vice president of the Bank’s home equity business.  Prior to Bank of America, Matt served as the chief operating officer of a start-up small business lender. Matt was also previously First Vice President at MBNA America where he held senior credit, marketing and operations roles and assisted in the start-up of MBNA’s Canadian operations.
Matt has a B.A. from the University of Delaware and resides in Charlotte, NC with his wife and two children.

Daniel Poydenis

Chief Executive Officer
Sea Oak Capital

Daniel Poydenis currently serves as the Chief Executive Officer of Sea Oak Capital, a  renewables investment fund that actively develops, finances, owns and operates renewable energy systems.  Previously, Mr. Poydenis served as President of NuGen Capital during which time he oversaw the growth, investment and management of the company’s renewable energy and real estate portfolios. Prior to serving as President of NuGen Capital, Mr. Poydenis served as the company’s Managing Director & General Counsel during which he managed and oversaw all transactional, investment and legal efforts. Prior to joining NuGen Capital, Mr. Poydenis served as Managing Director & General Counsel of a develo ... (view full description)

Mike Reynolds

Managing Director
Ultra Capital

Mike Reynolds is a Director at Ultra Capital, an infrastructure investment firm, where he brings over a decade of infrastructure financing and capital markets expertise. Mike provides leadership for the firm’s capital markets efforts as well as transaction underwriting and execution. Mike joined Ultra in 2016 when the management company acquired EverVest, a software company he co‑founded in 2013. EverVest is a proprietary financial modelling and risk analysis software platform built specifically for project finance. He was previously with Goldman Sachs where he focused on trade, transportation and infrastructure financing. Mike has a MBA from the MIT Sloan School of Management where ... (view full description)

Jessica Robbins

Director, Structured Finance
Sol Systems, LLC

As Director of Structured Finance, Jessie Robbins manages origination and execution of tax equity and sponsor funds at Sol Systems. She works to source, diligence, structure and close financing for utility, large commercial, and residential portfolios, focusing on transactional efficiency through strong partnerships year over year. In her work at Sol Systems, she focuses on sourcing and placing tax-advantaged capital into solar projects. In her six years at Sol Systems, her work on the Structured Finance team has helped drive over 385 MW of solar investments.   Ms. Robbins graduated magna cum laude with honors in her major from the Walsh School of Foreign Service at Georgetown Un ... (view full description)

Dana Sands

Managing Director
Energy Infrastructure Partners

Dana Allen Sands ​ has more than ​twenty​  years​' experience in both investing and in investment banking in ​utility projects, including water, waste-water and power, primarily at Morgan Stanley and Alinda Capital, a $7 billion infrastructure fund. She also headed up Salomon/Citibank's west-coast private placement group, where she raised funds for clean-tech, agri-tech and water companies.  Prior to that, Ms. Sands worked in the municipal utilities group at Lehman, where she structured water, waste water and electric utility transactions.  Finally, Ms. Sands has C-suite experience, as COO of Evolution Markets, a renewable energy focused company, and as Alinda Capital's CFO.   ... (view full description)

Greg Saunders

Chief Financial Officer
Ygrene Energy Fund

Greg is the CFO for Ygrene Energy Fund Inc., the leading property assessed clean energy financing (PACE) company in the U.S.  For the prior five years, he was CEO of CleanFund Commercial PACE Capital, Inc., which was recognized as the 7th fastest growing private company in the San Francisco Bay area in 2018 and as an award-winning issuer of PACE-backed securitized notes.  Previously, Greg served as CFO/COO for 6 other specialty finance and technology-oriented firms. Greg holds a B.A. in Economics and Business from Macalester College, and an MBA from Harvard Business School.

John Scicchitano

Director of Philanthropic Engagement

John Scicchitano currently serves as a Director at The New York State Energy Research and Development Authority, NYSERDA. In this capacity, John promotes synergy between the ambitious energy investments of New York State, and external private, nonprofit, and governmental partners. John previously served in an appointment at the United States Department of Agriculture, managing global hunger activities in the Office of Food for Peace. He has also served at USAID in the Bureau of Democracy, Conflict, and Humanitarian Assistance, in the Office of U.S. Foreign Disaster Assistance, and with the non-profit organizations World Vision, World Relief and the International Rescue Committee. Over 15 yea ... (view full description)

Adam Shor

Shor Power

No biography specified

Daniel Shurey

Bloomberg New Energy Finance

Dan Shurey specializes in Green Finance at Bloomberg New Energy Finance. Based in New York, Dan is responsible for research and analysis on Green Bonds, Loans, Equities & Indices, as well as Tax Equity and Yieldcos. Additionally, Dan oversees Bloomberg’s governance of green securities.
Dan previously led Bloomberg’s analysis of North American wind energy. Prior to joining Bloomberg, Dan worked on the Global Redesign Initiative of the World Economic Forum and holds a BSc in Environmental Geoscience with Italian from the University of Bristol.

Chris Smith

Senior Vice President, Head of Finance & Treasurer
Sunnova Energy Corp

Christopher Smith, CFA, has over fifteen years of investment experience and is currently the Managing Director, Capital Markets & Treasurer of Hannon Armstrong.  His previous experience includes Merrill Lynch Corporate Principal Investments, among others, where he focused credit and equities across the energy and power spectrum.   He has an MBA from Harvard Business School.  

Laura Stern

Nautilus Solar Energy, LLC

Laura E. Stern is the co-CEO of Nautilus Solar Energy, LLC, which she co- founded in 2006. Under her leadership, the company has grown to become one of the leading solar developers and owners in the US. With over twenty-five years of finance, operational and power industry experience, Ms. Stern has sourced, structured and executed over $5 billion of power, energy and infrastructure investments. During her banking career, she specialized in originating and structuring renewable energy financings in the wind, hydro and biomass sectors. Ms. Stern has also sourced and executed senior debt financings for greenfield power development and acquisitions of distressed assets. ... (view full description)

David Sykes

Chapman and Cutler LLP

David Sykes is a partner in Chapman's Asset Securitization Department. His practice focuses on the representation of lenders, lessors, issuers and investors in renewable energy and fintech transactions. His experience includes matters involving debt and equity finance transactions (including tax equity transactions), securitizations, joint ventures, asset acquisitions and divestments. From managing the legal and compliance functions at several VC-funded start-ups that originated innovative consumer and commercial loan, lease and PPA products via technology platforms, David has deep experience in enabling the development, deployment and servicing of technology-enabled lending prod ... (view full description)

William Trant Beloe

Sustainability and Climate Business Lead, Asia

Will supports IFC’s Financial Institutions Group grow its Climate commitments to 28% of its portfolio by 2020. He is responsible for developing specific climate focused product areas and for supporting key clients green their portfolios. In 2017, Will moved to DC from Beijing where he lead IFC’s work supporting financial markets on issues relating to climate change across Asia since 2012, growing IFC’s annual climate business with FIs to over $300m pa. Prior to this role, Will led IFC’s Sustainable Business advisory programs for South Asia out of Delhi. He spent four years in Manila where he was the Head of IFC’s Advisory Services for the Philippines. Will began his career in London as a der ... (view full description)

James Vergara

Chief Operating Officer
Home Run Financing

James Vergara is the chief operating officer and chief investment officer of Home Run Financing where he manages the lending company's underwriting, servicing and collection functions.  He is also responsible for HRF's funding, financing, investment and securitization efforts.  Home Run Financing rebranded in 2021 as part of the launch of its consumer loan products to be offered along along-side the flag-ship residential PACE product as a one-stop-shop for its customers.   As PACEfunding, the company completed four rated securizations of residential PACE assets, including its inaugural 144a transaction in June 2020.  Before joining HRF, he established the SprucePACE program at Spruce Finance ... (view full description)

Stephen Viscovich

Managing Director
Credit Suisse

Stephen Viscovich is a Managing Director in the Securitized Products Group at Credit Suisse, where he has worked for 14 years. Mr. Viscovich is a senior officer on the esoteric & transportation ABS team that focuses on transactions secured by a wide variety of new and non-standard asset portfolios in the securitized markets. In his position, Mr. Viscovich is responsible for the team’s focus on financing renewable energy assets, particularly distributed generation solar PPA/lease and loan portfolios through the issuance of asset-backed securities and other structured finance products. Mr. Viscovich also focuses on transactions collateralized by energy efficiency loans, triple-net leases, g ... (view full description)

Eric White

Chief Executive Officer
Dividend Finance, Inc.

Eric is the CEO of Dividend Finance, LLC, a leading financing provider to the U.S. residential renewable energy and energy efficiency market.  Eric previously founded Dividend Solar, which pioneered the U.S. residential solar loan financing product.  Earlier in his career, Eric was an Investment Professional at American Infrastructure MLP Funds (“AIM”), a real-asset focused private investment firm based in the San Francisco Bay Area. Eric played a critical role in sourcing and executing a quarter of AIM’s total platform investments, and was integrally involved with the management of several AIM portfolio investments. Eric joined AIM from Bank of America Merrill Lynch, where he wa ... (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)

Kent Williams

Vice President Asset Management
Vivint Solar

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

Brock Wolf

Executive Director

Brock Wolf is an Executive Director on Natixis’s ABS Banking team, charged with the origination of esoteric or off the run ABS opportunities. Brock has over 14 years’ experience originating and structuring asset backed transactions across a wide variety of asset classes and structures, and most recently he has been focused on new issue transactions including residential PACE ABS and commercial real estate CLOs. Previous to joining Natixis in January 2013, Brock worked in the ABS departments of Lehman Brothers and UBS and also served as head of Asset Backed Capital Markets at NewOak Capital and Brevet Capital. Brock holds a bachelor of arts degree from ... (view full description)

Scott Zajac

Chief Executive Officer
Rockwood Group

Scott has over 25 years’ experience structuring and issuing high quality private placements (high investment grade with monitored rating). He has been directly involved with the structuring and issuance of over $30 billion in such securities that have been collateralized by mortgages, treasury securities, tax credit streams, renewables, and various forms of credit enhancement. His largest investor class has been insurance companies (P&C and Life) and the vast majority of securities have received the NAIC1 designated.   Rockwood Management Corporation is a solutions oriented issuer focused on meeting the needs of investors with high quality products. For exa ... (view full description)

Wendy Zorick

Vice President, Capital Markets

Wendy Zorick is the Vice President of Capital Markets at Mosaic.  She leads Mosaic’s capital markets initiatives, with focus on structured finance execution in the securitization and warehouse programs and also provides valuation and strategic leadership in Mosaic’s whole loan sales program.
Prior to joining Mosaic in 2016, Wendy worked for 13 years in ABS finance and risk related roles in student lending at Navient and Sallie Mae.  She holds a B.A. in Economics from Wittenberg University.
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Event Contacts for 6th Annual Green Investing Conference


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Information Management Network - Privacy Notice

Introduction - Who we are

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

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

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

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

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

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

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

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

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

What Personal Data We Collect & Why

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

  • Registration, Free Trials & Subscriptions

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

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

  • Events & Conferences

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

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

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

  • Advertising & Marketing

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

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

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

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

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

  • Online Targeted Advertising

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

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

  • Lead Generation and Scoring

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

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

  • Surveys, Market Research & Customer Feedback

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

  • Public forums, message boards and blogs

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

  • Business or Asset Sale

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

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

  • Additional Third Party Disclosures

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

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

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

International Transfers

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

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

Retention Periods

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

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

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

How You Can Set Your Data & Privacy Preferences

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

Your Rights

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

  • Access & Portability

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

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

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

  • Rectification, Restriction, Objection

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

  • How to Exercise Your Rights

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

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


    Web form: Complete Subject Data Request Form

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

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

Protecting Your Data

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

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

Third Party Sites

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