8:00 AM
Breakfast and Registration Open
9:00 AM
Host's Opening Remarks

Caitlin Fitzpatrick

VP, Investor & Issuer Relations
Information Management Network

Andrea Petro

Executive Vice President
Wells Fargo
9:15 AM
ELFA Industry Update & ELFF Report Findings

Ralph Petta

President and Chief Executive Officer
Equipment Leasing & Finance Association (ELFA)

Anthony Cracchiolo

President & Chief Executive Officer
U.S. Bank Equipment Finance

Bill Verhelle

Chief Executive Officer
Harvard Partners LLC
9:45 AM
Capital Markets: A Year in Review – Looking Forward to 2017
  • Identifying areas of risk and opportunity for 2017
  • What are recent trends in terms of equipment finance performance?
  • Securitization volume outlook for the year ahead.

Stewart Hayes

Senior Vice President
Wells Fargo Capital Finance

Andrea Zana

Co-President and Chief Risk Officer
AmurEF

David D'Antonio

Managing Director
EverBank

Miles Herman

President
LEAF Commercial Capital, Inc.

Chuck Weilamann

Managing Director
DBRS, Inc.

John Deane

Chief Executive Officer
The Alta Group
10:35 AM
Networking and Refreshment Break
11:00 AM
Green Investing for the Equipment Leasing Sector
  • What volume of “green” assets are already being financed through equipment finance structures?  What types of assets are these?
  • Why hasn’t there been a “green equipment bond”?  (Outside of electrical vehicles). 
  •  Are there industry-specific barriers that have prevented issuers from accessing this structure and its enthusiastic investors?  How might those barriers be addressed/overcome?  
  • Would a green-focused finance company make sense, either to aggregate green finance contracts from other issuers or to focus on developing and originating its own green-focused portfolio?

Elizabeth Bellis Wolfe

Counsel & Director of Finance Programs
Energy Programs Consortium

Melanie Gnazzo

Partner
Chapman and Cutler LLP

Bruce Trachtenberg

VP & General Manager, Global Clean Technology
De Lage Landen


SESSION POLL Results

11:30 AM
Political and Regulatory Landscape
  • Do you think the regulatory environment will reduce the volume/execution of Equipment ABS?
  • What effects has the recent election had on market activity?
  • How do we address the CFPB mandates?
  • Exploring Section 1071 of Dodd-Frank amended the Equal Credit Opportunity Act.
  • How will upcoming regulatory changes impact the industry? (Money – Market Reform, Risk Retention)
  • Banking regulation changes (Glass-Steagall Separation)

Teresa Davidson

Vice-President, Legal & General Counsel
Volvo Financial Services The Americas

Andy Fishburn

Vice President, Federal Government Regulations
Equipment Leasing & Finance Association (ELFA)

Barbara Goodstein

Partner
Mayer Brown LLP

Sairah Burki

Senior Director
SFIG


SESSION POLL Results

12:20 PM
Delegate Luncheon, sponsored by

1:30 PM
Transportation Finance Briefing
  • Impact of consolidation, weaker lease rates and declining steel prices
  • Will new safety standards increase the need for financing railcar retrofitting?
  • Financing innovations
  • How will this market react if international market trade picks up again?

Todd Plotner

Partner
Chapman and Cutler LLP

Pete Rogers

Managing Director
Wells Fargo Securities

Jing Xie

Director
S&P Global Ratings
2:10 PM
Innovations in Aircraft Finance
  • Discuss collateral compositions, including recent deals where there was less asset diversity and older aircraft
  • What are the types of structural enhancements that investors are looking for in recent ABS?
  • Demand for loans vs. bonds – what do investors prefer and why?
  • Has there been a change in the pricing paradigm for aircraft ABS? Engine ABS?
  • Which companies are the likely issuers of aviation ABS?
  • Outlook for aviation lease, loan and ABS for 2017          

Tony Nocera

Managing Director
Kroll Bond Rating Agency

Elena Serdyuk

Director
New York Life Investors

Stephen Whelan

Partner
Blank Rome LLP

Joseph Howard

Treasurer
Willis Lease Finance Corp
2:50 PM
Opportunities and Challenges in Marketplace Lending

Charles Anderson

Founder
Commercial Equipment Marketplace Council

Charles Wendel

President
Financial Institutions Consulting, Inc.

Rajesh Rao

CFO
Rapid Advance

Alexander Ploch

Vice President
DZ BANK AG
3:30 PM
Networking and Refreshment Break
3:50 PM
Keynote Speaker

Amid both encouraging North American employment numbers, precarious political environments domestically and abroad, and a litany of other factors, the economic performance of the North American markets and associated uncertainty has kept organizations and financial executives on edge. This presentation will explore how changing factors and emerging economic trends will impact interest rates in the coming months and years and provide insights on how organizations can plan for the future today.

Michael Gregory

Deputy Chief Economist & Head of U.S. Economics
BMO Capital Markets


SESSION POLL Results

4:20 PM
Annual Institutional Investor Roundtable
  • What are the investors’ needs? Are they currently being met?
  • Has the equipment investment cycle peaked?
  • How does this asset class compare to others?
  • What challenges and growth opportunities in sector?
  • What are investors looking for in terms of structure and features?
  • How the looming “wild cards” could influence business investment decisions? (Housing market, Inflation)

Jeff Merchant

Director
BMO Capital Markets

David Lee

President & Chief Executive Officer
Colford Capital Holdings LLC

Allison Hock

Associate Director
MetLife

Stephen Ceurvorst

Managing Partner
Lord Capital LLC

W Bradford Armstrong

Principal
Lovell Minnick Partners
5:10 PM
Closing Cocktail Reception, sponsored by
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Event Specific Contacts for 16th Annual Investors' Conference on Equipment Finance

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