Keith Allman

Vice President
Loomis Sayles & Company

Keith Allman is a vice president of Loomis, Sayles & Company and senior mortgage and structured finance analyst for the fixed income group. He specializes in ABS, transportation, commercial and esoteric securities, including railroads, aircrafts and shipping containers. Keith joined Loomis Sayles in 2016 and has 15 years of investment industry experience. Previously, he was a Director of banking and origination at Deutsche Bank, where he covered banking and origination for esoteric ABS, including aviation, railcar and marine shipping containers, as well as timeshare, rental fleet and other esoteric ABS. Keith was also responsible for formulating funding strategy, pitching cli ... (view full description)

Charles Anderson

Chief Executive Officer
Currency Capital

CHARLES ANDERSON has more than a decade of experience in the specialty finance industry. He is currently the Chief Executive Office of Currency Capital, the world’s first equipment finance tech platform, where he is responsible for guiding vision, managing KPIs and leading strategic growth initiatives. Prior, Charles founded Sophia Partners, LLC, a private equity investment fund and Pacific Investment & Loan, Inc., a diversified financial services firm primarily focused on real estate finance. Charles earned his BA in Communications and Advertising with an emphasis in Management graduating cum laude from San Diego State University and his MBA from Stanford’s Graduate School of Business.

Andrew Carman

Senior Managing Director
SQN Capital

No biography specified

John Cochran

Managing Director
Lovell Minnick Partners

John D. Cochran is a Partner of LMP and a member of its Investment Committee. John joined the Firm in 2008. Prior to joining LMP, John was a Principal at SV Investment Partners (formerly Schroder Ventures US), a private equity firm focused on investing in mid-market business services companies. Prior to SV Investment Partners, he worked as an Associate at J.W. Childs Associates. John started his career in the financial services industry at Salomon Brothers Inc in the Mergers and Acquisitions group. He is a member of the Boards of Directors of Seaside National Bank & Trust, Commercial Credit Inc., and LSQ Group Holding LLC. Prior board positions include ALPS Holdin ... (view full description)

David D'Antonio

Managing Director
EverBank

David D’Antonio joined EverBank Commercial Finance in February 2011 to build and lead the company’s Lender Finance business. Prior to joining EverBank Commercial Finance, Dave was the Managing Director and founder of Diversity Capital LLC where he was in charge of marketing and the overall corporate strategy of Diversity. Prior to forming Diversity, Dave was a Director at First Union Capital Markets and a Senior Vice President at CoreStates Bank N.A., where he was responsible for the management and development of the Lease Finance Group. This group was the leading national lender to leasing companies with a variety of products including asset securitization, credit facilities, subordinated d ... (view full description)

Jeffry Elliott

Senior Managing Director, Foundation Chairman
Huntington Asset Finance

Mr. Elliott is Senior Managing Director of Huntington Asset Finance (“HAF”) a division of The Huntington National Bank. HAF has five business units; Huntington Equipment Finance, Lender Finance, Huntington Technology Finance, Asset Based Lending & Huntington Public Capital®. Mr. Elliott leads Huntington Public Capital®, which focuses on lending to the municipal, university, school & hospital (“MUSH”) entities and more recently launched the Renewable Energy Finance group that focuses on solar, wind, battery and other renewable energy generation projects. Additionally, Mr. Elliott’s role includes acting Head of Strategy & Corporate Development for the HAF. In that capacity, he has ... (view full description)

Gus Faucher

Chief Economist
PNC Financial Services Group

Augustine (Gus) Faucher is senior vice president and chief economist of The PNC Financial Services Group, serving as the principal spokesperson on all economic issues for PNC. Prior to joining PNC as senior macroeconomist in December 2011, Faucher worked for 10 years at Moody’s Analytics (formerly Economy.com), where he was a director and senior economist. He was responsible for running the firm’s computer model of the U.S. economy, edited a monthly publication on the U.S. economic outlook, covered fiscal and monetary policy, and analyzed various regional economies. Previously, he worked for six years at the U.S. Treasury Department, and taught at the University of Illinois at Ur ... (view full description)

Andy Fishburn

Vice President, Federal Government Regulations
Equipment Leasing & Finance Association (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 ... (view full description)

Joseph Howard

Treasurer
Willis Lease Finance Corp

Treasurer for Willis Lease Finance Corporation for 12 years. WLFC ("ticker") is a publicly traded jet engine and aircraft lessor with over $1.5 billion of assets. WLFC Revolver is nearly $1 billion aw well as two ABS term financing outstanding.  We closed ABS financings in 2005, 2008, 2012, and in 2017.   We have two JVs - one located in Dublin with Mitsui and the other in Shanghai with CASC.

jhoward@willislease.com

Sebastian Jano

Director of Project Finance
DC Solar Solutions

Sebastian is the Director of Project Finance at DC Solar Solutions, Inc. Sebastian is responsible for sourcing and evaluating Company tax equity partnerships as well as debt and equity offerings. Mr. Jano joined the Company in 2017. Prior to this, Sebastian served as SVP of Investments for Pardee Resources Company where he originated, analyzed and structured opportunities across the portfolio while also running the Company’s Renewable Energy platform. Mr. Jano previously held acquisition and analysis roles for energy and infrastructure related transactions at SteelRiver Infrastructure Partners and Babcock & Brown. Sebastian holds an M.B.A., J.D. and LL.M. in ... (view full description)

Jared Keating

Director
Napier Park Global Capital

Jared joined the Financial Partners team in 2012. Prior to this, Jared was an Associate at Lazard Frères & Co in New York, focusing on mergers & acquisitions and restructuring assignments, 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, from l’Institut d’études politiques de Paris (Sciences Po). Current Investments: RCS Holdings, TRIP Rail Holdings and RIV 2013 Holdings (Observer), ... (view full description)

David Lee

President & Chief Executive Officer
Colford Capital Holdings LLC

Mr. Lee has over 30 years of financial services experience.  He is the CEO of Colford Capital Holdings, the parent company of NMEF and has served as its Chairman since its formation in 2012.  Previously, Mr. Lee served as President of D.B. Zwirn & Co., a $6.5 billion AUM alternative asset manager and successfully navigated that firm through the 2008 financial crisis and merger integration into Fortress.  He was the Founding Managing Partner of Saturn Venture Partners and a Partner with the private equity firm of Sandler Capital.  For the first half of his career, Mr. Lee was an investment banker, most recently serving as a Managing Director at Lazard, where he advised on M&am ... (view full description)

Rana Mitra

Managing Director
Atalaya Capital Management LP

Rana Mitra is a Managing Director at Atalaya Capital Management, focused on making opportunistic credit and special situations investments, primarily via three principal strategies – corporate, real estate and specialty finance. Prior to joining Atalaya, Mr. Mitra was a Vice President at Del Mar Asset Management, L.P. a multi-strategy hedge fund. At Del Mar, Mr. Mitra primarily focused on private credit and distressed investments and also reviewed relative value investments across bank debt, bonds, CDS and equities. Prior to Del Mar, Mr. Mitra was a Director at Marc Bell Capital Partners, LLC a special situations investment firm involved in private equity, credit and public equity investment ... (view full description)

Bob Peart

Managing Director, Portfolio Manager
Magnetar Capital

No biography specified

Ralph Petta

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

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)

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 organizations with payment solutions that power Hardware as a Service, subscription services and membership programs.  LiftForward’s payment solutions include digital lead generation, point-of sale software, white labelled e-commerce platforms, inventory management, shipping, customer account management and real-time customer analytics reporting. LiftForward also supplies the financing, providing a total end-to-end solution. LiftForward’s Hardware as a Service is becoming the sought after me ... (view full description)

Sohini Roy

Chief Financial Officer
CG Commercial Finance

No biography specified

David Schaefer

Chief Executive Officer, Chairman
Mintaka Financial, ELFA

Mr. Schaefer is the co-founder and Chief Executive Officer of Mintaka Financial, LLC which was established in 2004 as an investment vehicle to fund small ticket, commercial equipment loans and leases. Dave has over thirty years of experience in the commercial equipment finance industry, including senior management responsibility for treasury, operations, information technology, accounting and portfolio management. David’s leadership position with Mintaka includes strategic development, capital formation, and developing a network of affiliate partners whom originate transactions. David is also the founder and CEO of Orion First (Seattle, WA) a loan and lease servicing company which provides u ... (view full description)

Julie Schlueter

Manager, Capital Markets
CNH Industrial Capital

Ms. Schlueter joined CNHI in 2008, and is responsible for issuance of public and private ABS and unsecured bonds, obtaining bank/conduit lending and procuring credit lines for CNH Industrial and its North American captive finance subsidiary, CNH Industrial Capital LLC, as well as acting as the rating agency liaison for the company.  CNH Industrial is a major manufacturer of agricultural, construction and commercial equipment throughout the world, with about $25 billion in revenues and 64,000 employees.  CNH Industrial Capital currently finances approximately $13.5 billion of equipment purchases, and has issued over $45 billion in asset-backed securities since 1992.  Ms. Schlueter's responsib ... (view full description)

Elena Serdyuk

Director
New York Life Investors

Elena joined the Structured Finance Group at New York Life Investors LLC in May 2015. She is focused on originating, structuring and executing financing transactions in Transportation and other non-traditional assets. From 2011 to 2015, Elena was a Director in the Transportation Group at BNP Paribas, where she was responsible for relationship management and financing solutions for aviation, railcar and container leasing companies. Prior to that, Elena was at Standard & Poor’s in the Esoteric ABS team focusing on transactions secured by various non-traditional assets (structured settlements, tobacco settlements, timeshare loans, transportation leases and loans).   ... (view full description)

Charles Stackhouse

Vice President
Wafra Capital Partners

Mr. Stackhouse is a Vice President of Wafra Capital Partners.  Prior to joining 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.
 

Eric Starr

Partner
CapX Partners

Eric develops the technology infrastructure that features credit modelling, risk pricing, portfolio management and relationship management. Additionally, Eric is responsible for business development with an emphasis on energy, technology, manufacturing and healthcare industries.

Joseph Wold

Majority Principal
Veterans Capital Corp

Mr. Joseph Wold, Jr. is currently the Founder and President of Veterans Capital Corp, an investment leasing firm and a Founding Partner and Managing Member of the Veterans Capital Fund, LLC, a private equity fund that supports the efforts of Veterans Capital Corp. Along with being a decorated Vietnam Veteran, Mr. Wold has over 35 years’ experience in the leasing industry, Mr. Wold is a recognized leader in the equipment leasing community. Among other positions, he has served as a senior credit and leasing operations manager for a variety of leasing companies including Fortune 100 insurance companies, banks, and independent leasing companies. Mr. Wold chairs Veterans Capital’s credit committe ... (view full description)
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  1. Cookies and similar technologies

All our Sites use cookies and similar technical tools to collect information about your access to the Site and the services we provide.

Cookies are pieces of information which include a unique reference code that a website transfers to your device to store and sometimes track information about you. A number of cookies we use last only for the duration of your web session and expire when you close your browser. Other cookies are used to remember you when you return to the Site and will last for longer. Cookies cannot be used to run programs or deliver viruses to your computer. They are uniquely assigned to you and can only be read by a Web server in the domain that issued the cookie.

We may use cookies to:

  • remember that you have used the Site before; this means we can identify the number of unique visitors we receive to different parts of the Site. This allows us to make sure we have enough capacity for the number of users that we get and make sure that the Site runs fast enough;
  • remember your login session so you can move from one page to another within the Site;
  • store your preferences or your user name and password so that you do not need to input these every time you visit the Site;
  • customise elements of the layout and/or content of the pages of Site for you;
  • 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 cookies@euromoneyplc.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 cookies@euromoneyplc.com 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.

Disclosures

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

If you wish to know whether we are keeping personal data about you, or if you have an enquiry about our privacy policy or your personal data held by us, in relation to any of the Sites, you can contact the Data Protection Officer via:

  • 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: dataprotectionofficer@euromoneyplc.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:

  • erased
  • rectified or amended
  • completed

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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