Nathan Abegg

Partner
KPMG

Nathan ("Nate") is a partner in KPMG's Risk Consulting's advisory practice, with over 24 years' experience in the financial service industry. During the past 19 years, Nate has focused on providing risk mitigating services to global issuers of collateralized loan obligations ("CLO"). Such services are tailored to address a CLO's full lifecycle needs including: warehousing compliance, securities pricing scenario return analysis, portfolio compliance / due diligence review, investor fund allocations and accounting and regulatory compliance.

Gary Acosta

Co-Founder and Chief Executive Officer
NAHREP

Gary Acosta is the co-founder and CEO of the National Association of Hispanic Real Estate Professionals aka NAHREP ®.  NAHREP is one of the largest and most innovative Hispanic business organizations in the United States and produces conferences that attract more than 10,000 housing and finance professionals annually. In addition to NAHREP, Acosta has founded  several successful mortgage, real estate and technology companies. REALTOR® Magazine named him one of the 25 Most Influential People in real estate and Hispanic Business Magazine named him one of the 100 Most Influential Hispanics in America.

Navneet Agarwal

Managing Director
Moody's Investors Service

Navneet Agarwal is a Managing Director with Moody’s Investors Service.  He currently heads the new ratings teams for Structured Finance Americas. Navneet has been with Moody’s for thirteen years. Prior to joining Moody’s, Navneet was the Head of debt syndication and ran a prop book for a boutique investment bank in India for seven years. His work experience includes stints with Bank of America Securities in leveraged finance and Unit Trust of India in absolute return investing across asset classes as a fund manager. Navneet received an MBA with Honors from The University of Chicago, Booth School of Business, a master’s degree from University of Mumbai  and a bachelor’ ... (view full description)

Jim Ahern

Managing Director - Global Structured Finance
Moody's Investors Service

Jim Ahern, Managing Director – Global Structured Finance Group – is responsible for Moody’s securitization, structured finance and covered bond ratings businesses in the Americas, EMEA and Asia Pacific. Jim joined Moody’s in June 2014. Prior to Moody’s, Jim was Managing Director & Global Head of Securitization at Société Générale (SG) based in London. Prior to assuming this role in 2011, he held a number of positions of increasing importance at SG in New York including Co Global Head of Securitization, Head of Consumer ABS and Deputy Head of Securitization Credit Structures. From 1995 until joining SG in 2002, Jim Co-Headed the Structured Finance Group for Commerz ... (view full description)

Ram Ahluwalia

Chief Executive Officer
PeerIQ

Ram is the CEO and Co-Founder of PeerIQ. Previously, Ram was the CIO of Winged Foot Capital an investment advisor responsible for managing alternatives investments in structured credit.   Previously, Ram was a Senior Vice President at Bank of America-Merrill Lynch and member of the Cards & Deposits executive management team responsible for investment decisioning a $120Bn credit portfolio. Prior to this role, Ram was a Vice President at the Merrill Lynch Global Bank Group.    As a management consultant at Inductis, Ram advised Fortune 500 financial firms on statistical decision-making frameworks for acquisition and risk modeling. Ram received a B.A. in ... (view full description)

Rishad Ahluwalia

Managing Director
JP Morgan

Rishad has 19 years of industry experience and is the Managing Director and Head of J.P. Morgan CLO Research. Rishad and his team placed #1, #2 or #3 in every Institutional Investor poll since 2005. Rishad has worked in research at J.P. Morgan since 2002 and started his career in 1998 in Lehman Brother. Rishad contributed to the first public correlation methodology (‘base correlation’) for CDOs in 2004. Rishad holds a BA in Political Science from Duke University including a year at the London School of Economics. Rishad and his wife live in London with their two children.

Keith Allman

Vice President
Loomis, Sayles & Company, L.P

Keith Allman is a vice president of Loomis, Sayles & Company and senior securitized asset analyst for the fixed income group. He specializes in ABS, transportation, commercial and esoteric. Keith joined Loomis Sayles in 2016 and has 15 years of investment industry experience. Previously, he was a Director at Deutsche Bank, where he covered ABS, including aviation, railcar and marine shipping containers, as well as timeshare, rental fleet and other esoteric ABS. Prior to this, Keith was a senior investment manager at Bamboo Finance in Geneva, Switzerland, where he was responsible for new and ongoing investments in energy, healthcare and real estate. He has authored five books on finance, ... (view full description)

John Anglim

Senior Director
S&P Global Ratings

John Anglim is a senior director in Structured Finance Ratings.  He is responsible for analyzing asset-backed structures supported by various asset types including mobile phones, student loans, automobile loans and leases. 
 
Prior to joining the analytical group in 1997, John held a number of positions responsible for financial analysis and strategic planning.  He has been with S&P Global since 1984.
 
John holds a B.S. in accounting from Boston University.  

Gerardo Ascencio

Chairman
NAHREP

Gerardo “Jerry” Ascencio is the Broker-Owner of San Fernando Realty, and the Chairman of the NAHREP Foundation. A 28-year veteran of real estate, he is also the 2012 NAHREP President. NAHREP is the largest minority real estate trade association in America with over 26,000 members and 50 local chapters nationwide.  Jerry is widely recognized as one of the most charismatic speakers in the real estate industry today. A native of Michoacán, Mexico, Mr. Ascencio’s own immigrant experience has made him an impassioned advocate for homeownership and economic empowerment for all Americans. In 2014, Jerry starred in 53 Million & One, a one of a kind th ... (view full description)

Reed Auerbach

Partner
Morgan, Lewis & Bockius LLP

Reed Auerbach is the Global Practice Group Leader and a partner in the Structured Transactions Practice of Morgan Lewis. Recognized as a leading structured finance lawyer, Reed represents a broad range of financial institutions, investment funds, and issuers in the development of innovative structured finance vehicles as well as in the acquisition and disposition of financial assets and origination and servicing platforms. He advises underwriters and issuers in connection with public and private offerings of asset-backed and mortgage-backed securities involving a wide variety of assets, collateralized loan obligations and related interim warehouse financings, asset-backed commerci ... (view full description)

Grant Bailey

Managing Director
Fitch Ratings

Grant Bailey is a managing director and head of the residential mortgage-backed securities (RMBS) group at Fitch Ratings. He joined Fitch in 2001.
 
Grant began his career underwriting and acquiring whole-loan mortgage pools and subsequently worked as an analyst in Merrill Lynch's fixed income research group.
 
Grant earned an MSc in real estate finance from New York University and received a BA magna cum laude in economics from Occidental College.

Katya Baron

Managing Director
Mosaic

Securitization and capital markets specialist with 15+ years of financial services experience. Investment banker and structurer at Sterne Agee, Gleacher, Barclays Capital and JPMorgan Securities.

Giselle Barth

Partner
Sidley Austin LLP

No biography specified

Alexander Batchvarov

Managing Director
Bank of America Merrill Lynch

Alexander Batchvarov currently heads International Structured Finance Research at BofA Merrill Lynch Global Research, encompassing securitisation, residential and commercial real estate financing, property derivatives, covered bonds, CDOs and consumer credit in EMEA, PAC and Lat Am. He has held this position since Oct 1998, and has also served as a Head and a Co-Head of Global Mortgages and other Structured Finance between 2007 and 2010. Mr. Batchvarov joined Merrill Lynch in 1998, he initiated and built up the research coverage for mortgages and other structured finance consecutively in Europe, Australia, Japan and the emerging markets in Asia, M ... (view full description)

David Beaning

Senior Director
S&P Global Ratings

David Beaning is a Senior Director in Structured Finance Ratings at S&P Global Ratings.  He was formerly a Special Counsel in the Office of Structured Finance in the Division of Corporation Finance of the Securities and Exchange Commission. As Special Counsel, he provided interpretive advice related to asset-backed securities to SEC staff and market participants, including questions related to risk retention and the implementation of new shelf registration requirements under Regulation AB 2.  He was also involved in the drafting of several Commission releases, including the Volcker Rule in December 2013 and credit risk retention in October 2014.    Mr. Beaning was previously ... (view full description)

Bob Behal

Principal, Co-Head ABS/CMBS Investments
Vanguard Group

Bob Behal, CFA is a Principal with Vanguards Fixed Income Group as the Co-Leader of the ABS/CMBS team. In his current role Mr. Behal manages the investment strategies for CMBS, ABS, Non-Agency RMBS, and Covered Bond sectors across Vanguards Fixed Income Funds. Before his association with Vanguard, Mr. Behal worked for AllianceBernstein as a Vice President, Oppenheimerfunds, and MetLife. In these roles he was responsible for research, analysis and portfolio management across a wide range of structured products. Mr. Behal is a Chartered Financial Analyst. He holds a B.S. degree in Ceramic Engineering from Rutgers University, and an M.B.A. in Finance from Rutgers ... (view full description)

John Bella

Managing Director
Fitch Ratings

John H. Bella, Jr., is a managing director and co-head of Fitch Ratings’ asset-backed securities group, focused primarily on coordinating efforts in the auto- and commercial-related sectors. In his role, John is responsible for managing the New York and Chicago-based staffs; overseeing criteria, research, and analytical development; and interacting with a variety of market participants, particularly investors. Prior to joining Fitch, John was an analyst in the structured finance group at the Chicago branch of the Sanwa Bank, Ltd., where he focused on real estate and asset-backed transactions. John earned a BS in finance from the Universit ... (view full description)

Ian Benaiah

Director
RBC Capital Markets

Ian joined RBC Capital Markets in 1998 and is currently a Director in the Securitization Finance group. Ian is involved in the marketing, structuring and execution of ABCP and ABS transactions across a wide variety of asset classes, including automotive and equipment loans and leases, dealer floorplan financing, trade receivables, and other esoteric asset classes.  He has experience in both the execution of domestic and cross-border securitizations, and has spoken at a number of industry conferences on a variety of securitization topics. Ian has an MBA from the Schulich School of Business at York University and an Honours Bachelor of Commerce degree from the University of Toronto ... (view full description)

Jeff Berg

Vice President
Clayton Holdings LLC

Mr. Berg is a Vice President, Key Client Initiatives at Clayton.  Leveraging over 10 years of experience at Clayton, focused largely on servicing and RMBS oversight, he provides leadership and oversight for strategic product and operations development.   Mr. Berg plays a significant role in project and customer relationship management and is responsible for the development of products and processes required to capitalize on new and growing opportunities.  He has contributed leadership and strategic direction on several large and notable projects including Clayton’s role as an Independent Consultant for the Consent Order Foreclosure Review, as well as for t ... (view full description)

Stacey Berger

Executive Vice President
Midland Loan Services / PNC Real Estate

Stacey M. Berger - Executive Vice President, PNC Real Estate / Midland Loan Services. Mr. Berger is responsible for corporate strategy, business development and marketing activities at Midland Loan Services. He is a member of the senior leadership team for PNC Real Estate. Midland, a division of PNC Bank, N.A., is the leading provider of loan servicing, asset management and technology solutions for the commercial real estate finance industry. The company is one of the nation's largest commercial loan servicers with over $347 billion in outstanding balances. As special servicer, Midland is responsible for asset management, workout and resolution of a $104 billion CMBS and non-securitized por ... (view full description)

Allan Berliant

Managing Director
INTL FCStone

Allan Berliant is a Managing Director and ABS Product Manager at INTL FCStone Financial.   In that capacity, his responsibilities included being the portfolio manager and lead research analyst for GMO’s asset-backed and mortgage-backed mutual funds and portfolios. Prior to GMO, he served as Director of Asset-Backed Securities at Hartford Investment Management Company. Allan earlier had been at HIMCO from 1988-1993 as a corporate analyst, asset-backed analyst and portfolio manager. Other investment experience includes responsibilities as a mortgage-backed securities analyst at Zurich Scudder Investments, director of fixed income research and portfolio manager at Co ... (view full description)

Stephen Bisbee

President & Chief Executive Officer
eOriginal Inc

Stephen F. Bisbee is president and CEO of eOriginal, Inc. As a founder and co-inventor, he oversaw the creation of unique eOriginal solutions enabling the efficiencies of fully digital commerce and continues to lead the growth of eOriginal.   Mr. Bisbee was one of a small group of innovative legal experts that created the framework for the model Uniform Electronic Transaction Act and sections of the Uniform Commercial Code enabling electronic signatures and records to be utilized in commerce.    Mr. Bisbee has testified before Congress, and presented to the United Nations Commission on International T ... (view full description)

William Black

Managing Director
Moody’s Investors Service

William Black is a Managing Director of Moody’s Asset Backed Securities primary ratings team for the US and Canada franchises. Mr. Black heads a team of credit professionals who analyze a variety of ABS asset classes, including: credit card, auto, student loan, equipment, transportation, rental car, wireless tower, stranded cost, structured settlement, whole business, marketplace lending, and solar. 

He is also the managing editor for the ABS Spotlight, Moody’s monthly credit research publication covering the US ABS sector.
 
Mr. Black earned a BA in Economics from Vanderbilt University and an MBA at Fordham's Graduate Business School.

Ronald Borod

Senior Counsel
DLA Piper

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 ... (view full description)

Greg Branch

Partner/Chief Investment Officer
SCIO Capital LLP

Greg is SCIO’s CIO and one of its founding partners. Prior to joining SCIO, Greg was at Deutsche Bank AG London, where he headed up the European ABS/CDO trading desk after joining in 2000 as Director and Head of Analytics for the Structured Products Group in Europe. Greg joined Deutsche Bank from Lehman Brothers in New York, where he headed the Commercial Mortgage Analytics group.


Greg holds a Master’s Degree from Carnegie Mellon University and a degree in Aerospace Engineering from the University of Notre Dame.

Craig Braun

Senior Managing Director, Capital Markets
Renovate America

Craig A. Braun is currently the Senior Managing Director of Capital Markets for Renovate America, Inc.  In that capacity, he leads the external funding and securitization efforts of the firm including all investment bank and rating agency aspects 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.   Prior to Renovate America, Craig was a Managing Director at GE Capital for 13 years with global responsibility for securitization, alternative funding and business development opportunities for a broad range of internal clients.  Prior to GE Capital, Craig spent 10 years as an in ... (view full description)

Jason Brett

Director of Operations
Chamber of Digital Commerce

As Director of Operations at the Chamber of Digital Commerce, Jason believes blockchain and digital asset technology can have a profound impact on financial and other sectors of the world economy for the better. Jason Brett is a former federal regulator at the Federal Deposit Insurance Corporation (FDIC) with more than 15 years of experience in financial services. At the FDIC, Jason conducted quantitative analysis during the financial crisis of 2007-2008. Jason evaluated counterparty risk, bond valuations, and credit default swaps for large institutions including Washington Mutual, Wachovia, Lehman Brothers, AIG and Bank of America. Later, Jason worked as a consultant for RSM and ... (view full description)

Matthew Browndorf

Chief Investment Officer
Distressed Capital Management

Mr. Browndorf is the Chief Investment Officer of Distressed Capital Management, Founding Partner of BP Law Group, and the Chief Executive Officer of the holding group, Plutos Sama, LLC. Mr. Browndorf has successfully led the Plutos Sama family of companies, including its asset management divisions and white shoe law firm through 5 years of prosperous growth. Employing hedging strategies and leveraging the synergistic qualities of multiple business models, Mr. Browndorf created a vertical portfolio of companies centered around residential real estate in the US and European markets. Mr. Browndorf is also an experienced commercial litigation and corporate transaction attorney with over 17 years ... (view full description)

Christina Burgess

Partner
Katten Muchin Rosenman LLP

No biography specified

Paul Burke

Managing Director, Head of Agency & Trust Sales
Citibank, N.A.

Paul Burke is Head of Agency & Trust Sales for North America, at Citibank, N.A. His team has acted as agent on numerous deals, both conventional debt and structured finance, across all major asset classes. Prior to joining Citi, he was Managing Director and Head of Client Relations for Ambac Assurance Corporation. Previous to Ambac, he was a Managing Director in the Asian and European Securitization businesses of JPMorgan Chase. He built and ran Chases Securitization business in Asia from 1997 through 2001, which was named Asian Securitization House of the Year by IFR Magazine in 1999. Prior to his position at JPMorgan Chase, Paul held several positions in the fie ... (view full description)

Eric Burner

Partner
Hunton & Williams LLP

Eric Burner’s practice focuses on public and private securitization transactions, with a particular emphasis on mortgage and asset-backed securities, as well as sales and purchases of whole mortgage loans, servicing rights and agency excess servicing. He works with a wide variety of asset types, including forward residential mortgage loans of all credit types, home equity lines of credit, servicing rights, agency excess servicing rights as well as reverse mortgage loans. He serves as issuer’s, underwriter’s and investor’s counsel on mortgage securitization and resecuritization transactions and has most recently focused on securitizations of non-performing and re-performing mortgage loans a ... (view full description)

Barrett Burns

President & Chief Executive Officer
VantageScore Solutions, LLC

Barrett Burns is president and chief executive officer (CEO) of VantageScore Solutions  LLC, an independently managed joint venture of the three national credit reporting companies, Equifax, Experian and TransUnion, and the company behind the VantageScore® consumer credit scoring model.  Prior to joining VantageScore as CEO during its formation in 2006, he was executive vice president at U.S. Trust, heading the National Private Banking Group and a member of U.S. Trust’s Executive Committee and the Senior Management Team of parent company, The Charles Schwab Corporation.    Previously, he served as executive vice president of global risk management and chairman of the Credit Policy Committee ... (view full description)

Kerrie Cadugan

Executive Director
EY

Kerrie is an Executive Director in EY’s Financial Accounting and Advisory Services practice and has over 14 years of experience at EY providing assurance and advisory services to large financial services clients, focusing mainly on banking and capital markets and asset managers. Kerrie manages a team that is dedicated to assisting audit and advisory clients with technical accounting issues related to complex transactions. Kerrie is a subject matter resource for consolidation and transfers of financial assets and assists clients with applying the technical guidance to various types of securitization structures including risk retention vehicles. Kerrie is also extensively involved in assisting ... (view full description)

Catherine Castle

Sr Consulant, Advisory Services
CoreLogic

Catherine Castle is currently a senior consultant within the Advisory Service group at CoreLogic providing data and analytics to whole loan trading participants.  Prior to joining CoreLogic in 2015, she gained a breadth of experience in defaulted second lien servicing and whole loan trading in 15 years of senior management positions.
 

Chandrajit Chakraborty

Principal
Pearl Diver Capital

Chandrajit brings in over 15-years of experience as a structured finance banker, structurer and trader, covering stints at Wachovia Securities, Nomura Securities, Deutsche Bank, UBS, Old Mutual, Fitch Ratings and JP Morgan. He was responsible for originating and structuring several innovative transactions ranging from leveraged loan CLOs to Private Equity backed and Hedge Fund backed securitisation products. Chandrajit was formerly a bond trader managing a trading book for corporate credit and sovereign debt. He is a graduate in Electronics Engineering from the Indian Institute of Technology (IIT) and holds a Masters in Finance (with Distinction) in Financial Engineering from Lon ... (view full description)

Kevin Chavers

Managing Director
BlackRock

Kevin G. Chavers, Managing Director, is a member of BlackRock’s Government Relations and Public Policy Group. From 2011 to 2013 he was a member of the Financial Markets Advisory Group within BlackRock Solutions. Mr. Chavers has extensive experience in the mortgage capital markets and housing finance policy in both the public and private sectors. He is a member of BlackRock’s Government Relations Steering Committee.   Prior to joining BlackRock in 2011, Mr. Chavers was a Managing Director at Morgan Stanley, where he served as a Senior Relationship Manager with coverage responsibilities for the mortgage related Government Sponsored Enterprises and other clients. He ... (view full description)

Shuo Chen

Member
China Securitization Forum

Mr. Chen is the founder and CEO of Zero Carbon Systems which is the pioneer of low-carbon architectural design and a solution provider for low-carbon cities. Mr. Chen has received numerous awards on his contribution to renewable energy and low-carbon technologies. Mr. Chen's company Zero Carbon Systems is currently preparing for the issuance of the first securitization backed by eco-friendly tourist villages. 

Grace Chen

Member
China Securitization Forum

Ms. Chen is an Assistant Secretary General of the China Securitization Forum (CSF).  Among her responsibilities are coordinating the day-to-day operations of CSF, including organization of the CSF Annual Conference. She is also a Managing Director at China Securitization Analytics, a public service information platform dedicated to China’s securitization sector. Ms. Chen has ten years of experience in the global structured finance industry, having previously worked at ZAIS Solutions Shanghai, where she was responsible for the cash-flow models for CLOs and CDOs.

Tracy Chen

Portfolio Manager
Brandywine Global Investment Management

Tracy Chen is Portfolio Manager and Head of Structured Credit at Brandywine Global Investment Management, Tracy leads the global structured credit portfolio investment and seeks the most attractive value in global structured credit market, including investment in U.S. RMBS, CMBS, ABS, CLO, European ABS and other structured products. She joined the Firm in August 2008. Prior to joining Brandywine Global, she had been with UBS Investment Bank as director of the fixed income valuation group, GMAC Mortgage Group and Deloitte Consulting. Tracy earned her MBA with a concentration in Finance from Kenan-Flagler Business School at the University of North Carolina. Tracy is a CFA® charterholder and a ... (view full description)

Andy Cherna

Managing Director
JP Morgan Securities LLC

Andy Cherna is a Managing Director in the Securitized Products Group at JPMorgan and he is in charge of Global SPG Syndicate. He has more than 30 years of experience in the fixed income securities markets having traded corporate bonds, mortgage-backed securities, and asset-backed securities. Mr. Cherna works very closely with numerous issuers and investors around the globe and his specific responsibilities include; strategy, marketing, pricing, and hedging transactions. He joined Banc One in 1996 which merged with JPMorgan in 2004. Earlier in his career, he worked at McDonald and Company & Key Banc in fixed income trading. Mr. Cherna holds a BA from Middlebury College, Middlebury, Vt., and ... (view full description)

Michael Chertoff

Executive Chairman
The Chertoff Group

Mr. Chertoff is co- founder and executive chairman of The Chertoff Group, a security and risk management firm, where he provides high-level strategic counsel to corporate and government leaders on a broad range of security issues, from risk identification and prevention to preparedness, response and recovery. As the 2nd Secretary of the U.S. Department of Homeland Security, Mr. Chertoff strengthened our nation’s borders, provided intelligence analysis and infrastructure protection, increased the Department’s focus on preparedness ahead of disasters, and implemented enhanced security at airports and borders. Following Hurricane Katrina, Chertoff transformed FEMA in ... (view full description)

Meredith Coffey

Executive Vice President of Research & Analysis
LSTA

Meredith Coffey is Executive Vice President of the Loan Syndications and Trading Association (LSTA), and runs its Research and Analysis Department. Ms. Coffey co-heads the LSTAs regulatory and CLO efforts, which help facilitate continued availability of credit and the efficiency of the loan market. In addition, Ms. Coffey heads a team of analysts that are responsible for analyzing current and anticipated loan market developments, helping the LSTA build strategy and improve market efficiency, and providing commentary through weekly newsletters, periodic conferences and webcasts. Ms. Coffey and the analyst team also engage market ... (view full description)

Benjamin Cohen

Chief Executive Officer
T-REX

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)

Lewis Cohen

Partner
Hogan Lovells

Lewis Cohen is a partner in the Capital Markets practice in Hogan Lovells’ New York office, focusing his practice on international structured finance transactions. Lewis concentrates his practice on representing underwriters, issuers, credit enhancers, and rating agencies in cross-border structured finance, FIBRA, and other capital markets transactions. He advises on public and private structured finance transactions in a wide variety of assets, including credit card receivables, residential and commercial mortgage loans, trade receivables, equipment leases, and various esoteric assets, as well as “future flow” securitizations of asses such as oil exports and mar ... (view full description)

Wendy Cohn

Managing Director
Fitch Ratings

Wendy M. Cohn is a managing director in Fitch Ratings’ Structured Finance Business Relationship Management group. She is the U.S. business head for the ABS and RMBS groups, responsible for managing issuer, banker, and investor relationships, as well as all commercial activities of the group. Wendy also currently serves on the Executive Committee of the Board of Directors of SFIG and is Co-Chair of Women In Securitization (WiS).  Previously, Wendy managed the commercial asset-backed securities group, which specialized in analyzing and rating transactions backed by assets, including equipment leases, aircraft, small business administrati ... (view full description)

Wynne Comer

Managing Director
Bank of America Merrill Lynch

No biography specified

Alexandra Cooley

Co-Founder and Chief Investment Officer
Greenworks Lending, LLC

Alexandra is President and Chief Investment 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 $400M clean energy financings across the residential, commercial and not-for-profit sectors.
 

Suhrud Dagli

Co-Founder
RiskSpan

Suhrud is Co-founder and Chief Technology Officer of RiskSpan and Co-founder of SmartLink Lab, RiskSpan’s affiliated Fintech company.  Suhrud oversees and leads RiskSpan’s product strategy and product development. He co-founded SmartLink Lab to explore emerging technologies and bring solutions to its clients in the Capital Markets with emphasis on Mortgage and Structured Finance. He has more than 20 years of experience in developing analytical tools to support risk management best-practices, as well as securities trading and operations. Suhrud led the development of RiskSpan’s analytical framework for prepayment and credit models, and market monitoring tools, and has also provided a wide ran ... (view full description)

Chris Dalton

Chief Executive Officer
Australian Securitisation Forum

Chris is the Chief Executive Officer of The Australian Securitisation Forum, the peak industry association for participants in Australia’s securitisation market. He is also a member of the investment committees of two Australian fixed income funds. From 2000-2008 Chris was the Country Head of Standard & Poor’s (S&P). This role had responsibility for the management of S&P’s credit ratings, managed fund research, index services and financial data businesses in Australia and New Zealand. His background includes roles in corporate banking, treasury, technology and auditing.

Kayvan Darouian

Vice President
Deutsche Bank

Kayvan Darouian joined Deutsche Bank in June 2012 and is the lead analyst covering consumer ABS on the Securitization Research team. Before joining Deutsche Bank, Kayvan spent six years at a British bank working in securitization research and portfolio management. He received his BS in economics and biology at the University of Massachusetts, Amherst and his MBA at the Yale School of Management.

Andy Davidson

President
Andrew Davidson & Co., Inc.

Andrew Davidson is a financial innovator and leader in the development of financial research and analytics. He has worked extensively on mortgage-backed securities product development, valuation and hedging. He is president of Andrew Davidson & Co., Inc., a New York firm specializing in the application of analytical tools to investment management, which he founded in 1992. Andrew was instrumental in the creation of the Freddie Mac and Fannie Mae risk-sharing transactions: STACR and CAS. These transactions allow Freddie Mac and Fannie Mae to attract private capital to bear credit risk, even as they remain in government conservatorship. Andrew is also active in other dimens ... (view full description)

Teresa Davidson

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

Teresa Davidson is the Vice President - Legal and General Counsel for Volvo Financial Services Region the Americas with responsibility for legal, capital markets, regulatory, and compliance matters in North and South America.  With  experience in public and Rule 144A ABS transactions in the United States she also oversees legal support for ABS and structured finance transactions in Brazil, Canada, and Mexico.  A member of the Board of Directors of  SFIG, Teresa is  co-Chair of SFIG’s Equipment Issuer Committee and a member of SFIG’s Issuer Cabinet and the Steering Committee of SFIG's Women in Securitization initiative.&n ... (view full description)

Gareth Davies

Managing Director
J.P. Morgan

Gareth currently leads J.P. Morgan's International ABS & Covered Bond Research team, voted #1 in the II All-Europe Fixed Income Research poll. In the role for eight years, he covers all asset classes and jurisdictions, with a particular focus on consumer and residential mortgage backed products. Prior to joining the team, he worked for three years in the Bank Capital Management Group at J.P. Morgan looking at both the implementation and impact of Basel II adoption on Bank investment portfolios. Gareth holds Masters degrees in Accounting and Economics and Management from the University of Toronto, Bachelor of Science in Management from the LSE and is a CFA charter holder.

Laurel Davis

Vice President for Credit Risk Transfer
Fannie Mae

Laurel Davis, VP for Credit Risk Transfer Underwriting, Pricing & Capital Markets
Email: laurel_davis@fanniemae.com
Phone: 202-752-8309

Don Davis

Portfolio Manager
Prime Meridian Capital Management

Don Davis is a Principal and Portfolio Manager of Prime Meridian Capital Management, an investment management firm specializing in online P2P/marketplace lending strategies. As a seasoned industry veteran and skilled portfolio manager, Mr. Davis applies his knowledge, conservative management principles, and hands on expertise to the day-to-day management of  Prime Meridian Income Fund, a P2P consumer lending fund with one of the longest established track records in the burgeoning P2P lending space; and the Prime Meridian Small Business Lending Fund, which specializes in P2P lending for high quality collateralized small business loans backed by creditworthy pers ... (view full description)

Amie Davis

Director
Bank of America

No biography specified

Chris Deasy

Senior Solutions Consultant
Equifax

Chris Deasy is the Senior Solutions Consultant supporting the Housing Finance and Capital Markets practice.  He is responsible for the delivery of data and analytics solutions that are leveraged by hundreds of entities across multiple verticals for the purpose of evaluating risk and opportunity in the capital markets space.   Prior to joining Equifax, Chris was a Securitization Consultant for Singer Meister Private Equity, where he provided advisory services related to private equity-backed securitizations.  Prior to that, Chris served as a Senior Analyst for Lewtan Technologies, a data and analytics firm that specialized in the development of data solutions and models for the se ... (view full description)

Michael Dente

Vice President
Goldman Sachs

No biography specified

John Detweiler

Senior Director, Analytical Manager
S&P Global Ratings

No biography specified

Erica Dorfman

Vice President, Capital Markets
SoFi

No biography specified

Kevin Duignan

Global Head of Structured Finance
Fitch Ratings

Kevin Duignan is the global head of Fitch’s Structured Finance and Covered Bond rating groups. The structured finance areas include asset backed (ABS), residential mortgage backed (RMBS), commercial mortgage backed (CMBS) and Structured Credit securities ratings. In his role, Kevin is responsible for managing the global staffs; overseeing all rating related functions including criteria, research, and analytical development; and interacting with a variety of market participants, particularly investors. Kevin’s previous responsibilities at Fitch over the past 23 years include heading the US Structured Finance effort, heading global Corporate Communications and leading the U.S. ABS group. Befor ... (view full description)

Kevin Dwyer

Senior Vice President – RMBS
Morningstar Credit Ratings, LLC

Kevin Dwyer is senior vice president of residential mortgage-backed securities (RMBS) ratings and research for Morningstar Credit Ratings, LLC. He is primarily responsible for rating and producing research for RMBS and single-family rental transactions. Before joining Morningstar in 2012, Dwyer had 12 years of experience in RMBS trading, analysis, and ratings. He worked for another rating agency where he rated all types of non-agency RMBS and also spent a number of years at Credit Suisse Group, where he traded mortgage loans, underwrote securitizations, and valued bond holdings Previously, Dwyer spent two years in Japan building a structured products trading desk for Asia for ... (view full description)

Patricia Evans

Vice President
Wilmington Trust

Pat is responsible for introducing Wilmington Trust’s full array of trust and agency services to corporations and financial institutions throughout the country and in several off-shore jurisdictions. She specializes in asset-backed securitizations for all asset classes as well as services specific to special purposes entities, including those utilized by Hedge Funds, Private Equity, and the Commercial Real Estate industry. Pat is an active participant in the Structured Finance Industry Group and serves on its Board of Directors. She is a past board member of the American Securitization Forum and a previous chair of its Communication and Education Committee and co-chai ... (view full description)

Jamie Feehely

Managing Director
DBRS

JAMIE FEEHELY is a Managing Director for DBRS and is the head of the Canadian Structured Finance group. Jamie joined DBRS in April, 2004. As part of the Structured Finance Group, Jamie is primarily involved in rating Canadian ABS,  ABCP, structured credit and private securitization transactions. Jamie is also extensively involved in the development and application of transaction criteria for Canadian Structured Finance. In addition, Jamie has considerable experience in rating other types of asset and cash-flow based financing transactions (including, CMBS and PPPs) and development of the related methodologies. Prior to joining DBRS, Jamie worked for several years as an assoc ... (view full description)

Christopher Flanagan

Managing Director
Bank of America Merrill Lynch

Chris Flanagan is Head of US Mortgage and Structured Finance Research at Bank of America Merrill Lynch.   He was Head of ABS, CDO and CMBS Research at JP Morgan, where he worked since 2010. Prior to that, he held positions as the Head of ABS and MBS Research at Merrill Lynch.   In recent years, Chris has been highly ranked in various MBS and ABS categories in the Institutional Investor Fixed Income Research Survey and was widely recognized for his early call on the subprime mortgage collapse. He is ranked #2 for total number of appearances on the Institutional Investor team over the past twenty years.   He holds BS and MS degrees in Electrical Engineering ... (view full description)

Frank Fletcher

Managing Director
Natixis

Frank Fletcher joined Natixis in March 2003 and manages the funding, regulatory and investor marketing for Natixis’ US conduit business. Prior to joining Natixis, Mr. Fletcher was responsible for the funding, hedging and marketing of CIBC’s $18 billion global ABCP program. Before joining CIBC, he was a Vice President at Citigroup where he worked as a Fixed Income Portfolio Manager in asset management and held various treasury positions in the credit card group.
 
Mr. Fletcher holds an MBA from New York University’s Stern School of Business and MA and BA degrees in Mechanical Engineering from Manhattan College.
 

Michael Flood

Deputy Executive Director
CRE Finance Council

No biography specified

Brian Foley

Managing Director
Macquarie Group

Brian joined Macquarie in June of 2012 to start the Portfolio Solutions Group ("PSG") in Macquarie's FICC division in New York. Portfolio Solutions looks to meet client needs for financing, structuring and capital optimization of portfolios of financial assets. PSG has provided cash financing for a variety of assets, including PACE Bonds, solar energy credits, consumer assets, and middle market loans. PSG also provides clients with TRS exposure on broadly syndicated leveraged loans. Prior to joining Macquarie, Brian was a Director at Bank of America Merrill Lynch, where he held a variety of roles, including ABS CDO structuring, legacy asset management and disposition, regulatory ... (view full description)

Yehudah Forster

Senior Vice President/Manager
Moody’s Investors Service

Yehudah Forster is a Vice President – Senior Credit Officer with Moody’s Investors Service. Mr. Forster performs credit and legal risk analysis on a variety of structured finance transactions, including U.S. residential mortgage-backed securitizations (RMBS) and U.S. and Canadian covered bonds.

Prior to joining Moody’s in 2007, Mr. Forster was co-general counsel at a boutique RMBS issuer/broker- dealer, and prior to that, was an associate in the Capital Markets Group at Cadwalader, Wickersham & Taft LLP.

Mr. Forster is a graduate of New York University School of Law and Emory University, and is a member of the New York Bar.
 
 

Douglas Frankel

Managing Director
PNC Capital Markets

Mr. Frankel is currently the head of ABS and CLO structuring for PNC's Asset Backed Finance team. Mr. Frankel has worked in the structured finance industry for more than 18 years. He has analyzed a wide variety of structures and transactions from several different vantage points such as rating, insuring, trading and structuring. In addition to mainstream ABS and CLO transactions, he has spent a significant amount of time working on off-the-run esoteric securitizations. Mr. Frankel joined PNC Financial Services in 2012. Prior to joining PNC, Mr. Frankel was employed by Standard and Poor's, Financial Security Assurance and Ambac Financial Group. Mr. Frankel holds a B.S. in Business Administrat ... (view full description)

Ernie Freedman

Chief Financial Officer
Invitation Homes

Ernie joined Invitation Homes in October 2015 as their Chief Financial Officer.  He was previously CFO at AIMCO, an S&P 500 company that owned and operated multifamily communities and HEI Hotels and Resorts, a privately owned owner and operator of upper-upscale full service hotels.  Prior to joining HEI, he held a number of finance and accounting roles with GE Capital in their Real Estate business unit.  Ernie started his career with Ernst & Young, focusing on the real estate industry.   EXPERIENCE Invitation Homes (Dallas, TX) AIMCO (Denver, CO) HEI Hotels and Resorts (Norwalk, CT) GE Real Estate (Stamford, CT) Ernst & Young (Boston, MA) ... (view full description)

David Frey

Portfolio Manager
HPS Investment Partners

Mr. Frey is a Portfolio Manager and head of the CLO and broadly syndicated loan investment business at HPS Investment Partners (formerly Highbridge Principal Strategies).  Prior to joining HPS in 2010, Mr. Frey was a Partner and Senior Portfolio Manager at Stanfield Capital Partners, LLC, where he managed over $5.2 billion of non-investment grade loans and bonds across 14 separately managed accounts and CLOs, and was a member of the firm’s management.  Prior to joining Stanfield in 2004, he was a Principal and Senior Analyst at Katonah Capital and an analyst at GoldenTree Asset Management.  From 1993 to 2001, Mr. Frey worked at Morgan Stanley, where he was a Principal in the Inve ... (view full description)

Jade Friedensohn

Director of Programming
IMN

Conference Producer for the Structured Finance Division of IMN.

Nathan Gabig

Managing Director
KPMG LLP

Managing Director, Secutization Analytics, Structured Finance Renewables - Mortgage & Consumer Lending Division, KPMG Consulting

Michael Gambro

Partner
Cadwalader, Wickersham & Taft LLP

Michael Gambro is co-chair of Cadwalader's Capital Markets Group and is based in New York. Mike is a corporate and securities lawyer who advises corporations, financial institutions and funds in acquisitions, financings and securitizations of financial assets, including commercial and residential mortgage loans, trade receivables, royalty payments, lease receivables and other payment obligations. He has represented some of the largest companies in the world in many noteworthy transactions, including acting as lead counsel in some of the largest single-borrower CMBS transactions and other groundbreaking or one-of-a-kind structured finance tran ... (view full description)

Adam Garfinkle

Senior Vice President Capital Markets
Renovate America

As SVP and Head of Capital Markets, Adam is responsible for leading the organization in capital raising, liquidity management, secondary market asset distribution and risk management. Adam comes to Renovate America with a 30 year structured finance career encompassing investment banking, sale & trading, and private equity.

With 13 years at Bank of America as Managing Director, Adam developed his expertise in ABS & MBS Structured Finance.

Adam graduated from the University of Florida with a Bachelor of Arts in political science and economics.
 

Chris Gavin

Partner
Cadwalader, Wickersham & Taft LLP

Chris Gavin is a Partner in Cadwalader’s Capital Markets Group in New York. He represents issuers, borrowers, sellers, buyers, lenders, official lenders, hedge funds, private equity funds and other investors in U.S. and international structured finance transactions. The footprint and complexity of his financings span the Americas, Europe, Australia and Africa. Additionally, Chris has significant experience securitizing and financing many other forms of assets and projects, including auto loans and leases, marketplace lending assets, commercial mortgage loans, home equity lines of credit, franchise loans, life insurance policy loans, mortgag ... (view full description)

Rachel George

Vice President & Associate General Counsel
Navient

Rachel Gleason George is Vice President and Associate General Counsel at Navient Solutions, Inc. with responsibility for legal aspects of a  wide array of corporate and transactional matters, including Navient’s securitization programs.  Prior to joining Navient in March 2016, Rachel was a partner in the Banking Department of Chapman and Cutler LLP specializing in structured finance and secured lending matters.  Rachel is a frequent speaker on the securitization aspects of financial industry regulations, including the Dodd-Frank Act and Basel III.  Rachel is a member of the Board of Directors of SFIG and of the Steering Committee for SFIG’s new Women in Securitization program.  Rachel is a g ... (view full description)

Patrick Gervais

Director
Kroll Bond Rating Agency, Inc.

No biography specified

John Gibson

Principal
PwC

John Gibson is a Partner in PwC's Financial Instruments, Structured Products and Real Estate (FSR) group based in Washington, DC. He has over 25 years of diversified financial services experience working with commercial and investment banks, investors, and government agencies in the management, financing, valuation or sale of assets, including structured products, and loans. John's expertise includes securitization pre-transaction support, transaction analytics and financial advisory services Portfolio analysis and data integrity testing Issuer financing program feasibility and analysis Servicer operational reviews and transaction surveillance ... (view full description)

Andrew Giudici

Managing Director
Kroll Bond Rating Agency

Andrew Giudici is a Senior Director in the Structured Finance group at Kroll Bond Ratings. He is responsible for evaluating the creditworthiness of structured securities across a wide range of sectors. Prior to joining Kroll Bond Ratings, Andrew held a number of positions within Standard & Poors. Most recently, he was a director in the Utilities, Infrastructure and Project Finance Ratings group. In this role he was responsible for determining new and maintaining existing ratings on a portfolio of independent power providers, Public-Private Partnerships and project finance transactions. Andrew was also a team leader in Structured Finance at Standard & Poors where he ... (view full description)

Melanie Gnazzo

Partner
Chapman and Cutler LLP

Melanie Gnazzo is a partner in the Asset Securitization, Lease Finance and Tax practice groups. She also serves on the firm’s strategic planning committee.  Melanie represents a wide range of finance companies and funding sources engaged in structured finance and securitization transactions, as well as in portfolio acquisitions, dispositions, restructurings and joint ventures involving financial assets. She also provides advice with respect to tax advantaged financial and renewable energy products and investment vehicles. She has considerable experience providing both tax and commercial law advice in such transactions.  Melanie is a regular speaker at industry forums ... (view full description)

Prachi Gokhale

Associate
Katten Muchin Rosenman LLP

Prachi Gokhale focuses her practice on asset-backed and mortgage-backed securitizations.  Her experience encompasses a wide range of transactions, including public and private securitizations, risk sharing trust structures, warehouse financing programs, revolving credit facilities and term loans.  She represents various participants in the structured finance market, including issuers, underwriters, lenders, borrowers and government-sponsored enterprises (GSEs).
 
 
 

Daniel Goodwin

Director of Mortgage Policy
SFIG

Dan is the Director of Mortgage Policy for SFIG, bringing over 25 years of experience in securitization, principal finance, and M&A with exposure to a wide range of asset classes. Immediately preceding joining SFIG, he was Executive Vice President of Hilltop Holdings, a financial holding company based in Dallas, TX.  Prior to that, Dan was a Managing Director at Bank of America Merrill Lynch, where he held a variety of positions over the years, including: Head of Advisory Services, Head of Asset Securitization and Principal Investing – Originations, and Co-Head of Home Equity Banking providing advice and capital to commercial banks, money managers, specialty finance companies ... (view full description)

T.J. Gordon

Partner
Sidley Austin LLP

T.J. Gordon is a partner in Sidley’s Chicago office. Mr. Gordon’s practice focuses on representation of banks, private equity and other alternative asset funds, FinTech companies, insurance companies, corporate borrowers and other financial intermediaries in structured finance, asset securitization, forward flow purchase, secured lending and special situations transactions. Financings and acquisitions of online marketplace loans (a/k/a peer-to-peer (P2P) loans), student loans, both federally guaranteed (FFELP) and private, and other consumer receivables comprise a significant portion of his practice. Representative transactions and financial products include: • Counsel to a ... (view full description)

James Grady

Managing Director, Head of Structured Finance
Deutsche Asset Management

James Grady, CFA is a Managing Director and Head of the Structured Finance Sector Team at Deutsche Asset & Wealth Management, where he leads the team responsible for the management of portfolios consisting primarily of ABS, RMBS, CMBS and CDO assets.

James also is a part of the portfolio management team responsible for the firm’s core fixed income mandates.

Mr. Grady holds an MBA from Cornell University’s Johnson School of Management and a Bachelor of Arts from Ithaca College.

He is a member of the New York Society of Securities Analysts and the CFA Institute and holds the Chartered Financial Analyst designation.

Lain Gutierrez

Senior Vice President
DBRS

Lain Gutierrez is a structured finance veteran with 20 years of experience in originating, structuring and rating asset-backed securities.  Currently, Lain is a senior rating analyst at DBRS, Inc. responsible for esoteric and commercial asset classes with a focus on clean energy/energy efficiency financing, including PACE and ESPC.  At DBRS, Lain recently led efforts to publish a new methodology in July 2015 for rating PACE financings.  Lain also spoke at industry conferences and published various research articles regarding PACE and ESPC financing. Prior to DBRS, Lain was a senior banker with Citigroup’s ABS business.  Over the course of his 11 year ... (view full description)

Chris Haas

Associate General Counsel
Bank of America

Christopher J. Haas is a Managing Director and Associate General Counsel at Bank of America . He is currently head of the Securitization and Structured Products Legal Group at Bank of America responsible for all securitization activities of Bank of America, as well as the securitization and structured finance activities of Bank of America Merrill Lynch. Mr. Haas has over 20 year experience in the securitization and structured finance market both as in house counsel and in private practice and across a wide spectrum of products, including CLOs. ABS, RMBS, CMBS , derivatives and structured products, He is also Vice Chairman and board member of the Structured Finan ... (view full description)

Chris Haspel

Director
Promontory Financial Group

Chris joined Promontory from Washington, D.C.-based consumer-finance company Fenway Summer, where he served as partner and head of capital markets. Prior to joining Fenway Summer, Chris was a senior adviser for residential mortgage servicing and securitization at the Consumer Financial Protection Bureau. In this capacity, he oversaw many of the CFPB’s efforts in developing and executing mortgage policy. Prior to joining the CFPB, he was director of servicer monitoring at Ginnie Mae, where he was responsible for surveillance of 220 servicers of its $1.1 trillion portfolio. In addition, Chris oversaw servicing and asset management of Ginnie Mae’s $25 billion defaulted-issuer portfolio. Over th ... (view full description)

Chris Helwig

Managing Director
Amherst Pierpont

No biography specified

Lisa Hernandez

Advisory Partner
Deloitte & Touche LLP



Lisa is a Partner and Certified Public Accountant in the Securitization Market Offering at Deloitte & Touche LLP. She has fourteen years of financial services experience and has worked with various participants in the securitization industry.  Lisa leads teams that supports clients in bringing their securitization transactions to market, as well as  provide risk mitigating services to them.
 

Mark Hernandez

US Money Market Origination
RBC Capital Markets

Mark Hernandez leads RBC’s US Money Markets Origination and Investor Marketing efforts.  Mark joined RBC in May 2005 from JPMorgan where, from 2001, he focused on investor development for money market issuers.  Since joining RBC, his combined focus on money markets origination and investor marketing has resulted in the growth of RBC’s Money Markets business with issuers from a variety of sectors including asset-backed commercial paper, financial institutions and corporations.  Investor marketing of asset-backed commercial paper and other short term debt products has created expanded funding opportunities for RBC’s issuing clients.  Prior to 2001, Mark worked at Chase Securities in the Merger ... (view full description)

Greg Hertrich

Managing Director
Nomura

Greg Hertrich joined Nomura in 2010 as head of the US Institutional Strategies Group from Deutsche Bank, where he was Head of US Bank Strategies. Previously, Greg ran the bank group at Merrill Lynch and was a senior bank strategist with Lehman Brothers after an extended tenure at First Union. He is currently responsible for spearheading Nomura’s strategic work with US domiciled institutions in both the bank and insurance sectors across the balance sheet and income statement. Greg serves as a strategic advisor on behalf of major stakeholders, including management teams, boards, institutional investors and regulators on risk management and corporate strategies, specifi ... (view full description)

Ed Hill

Senior Vice President, Public Policy Executive
Bank of America

No biography specified

Mark Hirshorn

Senior Vice President, US ABS
DBRS

Mr. Hirshorn is a Senior Vice President on the US ABS team at DBRS, Inc. in New York. He is primarily focused on the analysis of esoteric assets, predominantly aircraft. He spearheaded the development of a rating methodology for aircraft lease ABS and continues to analyze transactions in the space. Before joining DBRS in December 2016, he was an independent contractor, providing advisory, risk assessment and transaction execution services to a variety of institutions.   Prior to his recent roles, Mr. Hirshorn spent more than 20 years covering aviation, securitization and asset financing with a variety of global financial institutions. From 2011-2015, he was responsible for origin ... (view full description)

Carol Hitselberger

Partner
Mayer Brown LLP

"Praised for being at the cutting edge on securitization issues, an absolutely brilliant lawyer" Chambers USA Carol Hitselberger focuses her practice in the structured finance area. She spends significant time on accounting and regulatory developments that impact the structured finance industry. Carol often works with investors and issuers in structured finance products of most types, including trade receivables, credit card receivables, consumer loans, auto loans, aircraft, leases, franchise portfolios, government contracts, trademark licenses, and various other financial assets.Chambers USA highlights that "she has been doing structured finance work for decades - she can ... (view full description)

Sam Hodges

Co-founder
Funding Circle USA

Sam Hodges is co-founder and U.S. managing director of Funding Circle. In this role he is responsible for overseeing the strategic direction and day-to-day operations of Funding Circle in the United States. Under his leadership, the business has grown exponentially and has emerged as the world’s largest online marketplace exclusively focused on small business loans, with over $2.5B in originations to-date. He co-founded the company after seeing how difficult it was to get a loan for a small business, a successful gym franchise, he invested in and helped build. Before co-founding Funding Circle, Sam served as vice president of Business Development at SecondMarket, the leading mark ... (view full description)

John Holahan

Partner
Dentons

John Holahan is a partner in Dentons Capital Markets practice and co-leads the Firm's Capital Markets regulatory team. Recommended by The Legal 500 US (2014), John has spent his entire career in financial services regulation, and has vast expertise in the regulation of the banking and consumer credit markets throughout the United States. John represents Wall Street investors, domestic and foreign banking institutions, mortgage lenders and servicers, hedge funds, private equity funds, consumer reporting agencies, consumer finance companies and other financial services and Wall Street institutions in regulatory matters across the United States and before all federal and state regulators, inclu ... (view full description)

Tom Howard

Partner
Chapman and Cutler LLP

Tom Howard is a partner in the Asset Securitization Department of Chapman and Cutler LLP. Since joining the firm, his work has focused on the representation of issuers, underwriters, investors and trustees in securitization transactions, including transactions backed by equipment leases, automobile loans, tax lien certificates, student loans, commercial loans, and residential and commercial mortgage loans.  Tom’s experience also includes work in the corporate and securities area, including public and private offerings of debt and equity securities as issuer's and underwriter's counsel. REPRESENTATIVE TRANSACTIONS ... (view full description)

Jian Hu

Managing Director
Moody's Investors Service

Jian Hu is Managing Director and Head of New Ratings for US Corporate Asset Securitization that includes CLOs, Commercial and Esoteric ABS, and other structured credit products at Moody’s Investors Service. From September 2008 to September 2016, he was Global Head of CLOs and Structured Credit Surveillance. He is currently also Moody's Global Structured Finance Research Coordinator. In addition, Jian is involved in various global research and outreach activities related to China. Prior to September 2008, Jian was a Senior Vice President responsible for CLOs and Structured Credit research. From 2002 to 2007, he was Director of Global Structured Finance Default Research, where he led a r ... (view full description)

Gina Hubbell

Senior Managing Director
Guggenheim Investment Management

Ms. Hubbell is a Senior Managing Director in Guggenheim’s investment management division responsible for developing and implementing structured investment products for Guggenheim’s institutional clients that target specific financial, regulatory, accounting, tax and investment risk objectives. She also heads the origination structuring effort for Guggenheim managed CLOs. Prior to joining Guggenheim in 2010, Ms. Hubbell was a Managing Director and head of the Structured Products Group at Cantor Fitzgerald. Prior to Cantor, she headed Structured Credit at UBS and was responsible for arranging, structuring and marketing the firm’s credit-backed CLOs and other structured credit products. From 19 ... (view full description)

Eric Hudson

Senior Director
S&P Global Ratings

Eric Hudson is a Senior Director in the U.S. Structured Credit Group at Standard & Poor’s Ratings Services. In his current role as Analytical Manager, Eric manages a team of analysts with a primary focus on new collateralized loan obligation (CLO) issuance for Standard & Poor’s. Previously, Eric served as a primary rating analyst on structured credit transactions, including CLOs, timeshare securitizations and leveraged fund transactions, amongst others. Before joining Standard & Poor’s, Eric held positions within the Assurance and Structured Finance practices of PricewaterhouseCoopers LLP in New York. Eric holds a bachel ... (view full description)

Jacquie Hughes

Manager, Mortgage Securitization
Manulife Bank of Canada

Jacquie joined Manulife in 2005, and is currently the Manager of Mortgage Securitization at Manulife Bank of Canada.  Manulife Bank is a Canadian Schedule I Bank and a wholly owned subsidiary of Manulife Financial. 
 
Jacquie is involved in the structuring and execution of residential mortgage backed securities through both private and government backed securitization structures.
 
Jacquie has a Bachelor of Business Studies from the University of Windsor, and holds a Chartered Professional Accountant designation (CPA, CGA).
 
 

John Hwang

Partner
Allen & Overy LLP

John's practice focuses primarily on asset-backed securities, with extensive experience in covered bonds and the securitization of auto loans and leases, dealer floor-plan financings, credit card receivables, student loans, trade receivables, mortgage loans, servicer advances, tobacco fee settlement awards, tobacco quota payments, life settlements and utility stranded costs. He has represented issuers, underwriters, investors, credit enhancers and placement agents in connection with public and private offerings of securities and numerous asset-backed commercial paper conduit transactions. His work also includes advising clients in connection with asset purchases and dispositions and acquisit ... (view full description)

Alyssa Irving

Fixed Income Portfolio Manager
Wellington

Alyssa is a fixed income portfolio manager on the Financial Reserves Management (FRM) team, responsible for managing US Broad Market portfolios for clients with customized risk and return objectives often related to accounting and/or regulatory constraints, such as insurance clients. Additionally, she manages select constrained structured-finance portfolios. She is also a member of the Short Duration Strategy Group and the Structured Finance Strategy Group. Alyssa is active in Wellington Management Committees and broader industry diversity efforts as a member of the Advisory Board of the Wellington Management Foundation and as a founding member of the Insurance Women’s Investment Network (IW ... (view full description)

Adam Jackson

Associate
Blake, Cassels & Graydon LLP

Adam's practice focuses primarily on structured finance transactions and asset-based financings. He advises sellers and purchasers on public and private securitization transactions involving various asset classes, including auto loans and leases, railcar leases, residential and commercial mortgage loans, credit cards and trade receivables, and on whole-business securitizations. He also has experience on ABCP and covered bond transactions.

Ashish Jain

SVP, Capital Solutions
SoFi

Ashish Jain joined SoFi in May 2016 and serves as Senior Vice President of Capital Solutions. He is responsible for distribution, loan sales, strategic partnerships, and growing SoFi’s institutional outreach. Prior to SoFi, Ashish worked at Deutsche Bank for 13 years. Most recently, he was Managing Director and US Head of Securitized Product Sales, a role he held for 4 years and in which he interacted with some of the world’s largest institutional investors about their investment strategies and portfolios. He began his career in Rates Sales in 2004. Ashish received a BS in Finance from Carnegie Mellon University in 2003 and he has served as a member of the Carnegie Mellon Tepper ... (view full description)

Maggie Jiang

President
Chinese Finance Association (TCFA)

Ms. Jiang is the President of The Chinese Finance Association (TCFA), a 6000 plus non-profit organization for Chinese finance professionals. TCFA has 14 active in most major financial hubs around the globe, and is an active voice in the Sino – U.S. finance and economy related exchanges.    Ms. Jiang is the Co-Chair of Structured Finance Industry Group (SFIG) Chinese Market Committee, and is the Chairwoman for China Securitization Forum Policy Committee, which are the two leading industry organizations in U.S. and China.     Most recently at Credit Suisse, Ms. Jiang held various positions at top-tier companies, including Barclays Capital, CitiGroup, Deutsch Bank, and D ... (view full description)

Richard Johns

Executive Director
SFIG

Richard Johns is the Executive Director for the Structured Finance Industry Group, a member-based trade industry advocacy group focused on improving and strengthening the broader structured finance and securitization market. A longtime leader in the securitization industry, Mr. Johns, 46, has more than 17 years of experience, having previously served as Head of Global Funding and Liquidity at Ally Financial Inc. Earlier in his career Mr. Johns also had roles as Head of Global Capital Markets at Capital One Financial Corp and as a transaction lead at MBNA (now Bank of America). Throughout his career, Mr. Johns has issued securitized products across a variety of pl ... (view full description)

Jeffrey Johnson

Partner
Morgan, Lewis & Bockius LLP

Jeffrey Johnson is a partner in the Structured Transactions Practice of Morgan Lewis.  Jeff counsels financial institutions, finance companies, government agencies, government-sponsored entities, and investment banking firms on numerous transactions, including asset-backed and mortgage-backed securities issuances, resecuritization of financial assets, net interest margin transactions, whole loan and asset sales, financing facilities, and related regulatory matters. He also advises on various other structured transactions involving numerous asset types and receivables, including single-family and multifamily residential mortgage loans, commercial mortgage loans, and automobile and ... (view full description)

Adama Kah

Vice President, Loan Portfolio Management & Structuring
Freddie Mac

Adama is Vice President and head of the seasoned loans portfolio in the Investments & Capital Markets division at Freddie Mac. He launched this business area in 2011 to actively manage Freddie Mac’s large multi-billion dollar re-performing (RPL) and non-performing (NPL) loans and securities portfolio. In addition to day-to-day portfolio and team management , his responsibilities include trading, structuring,, product development and marketing of RPLs and NPLs related securitizations and loan sales to efficiently transfer credit and market risk to private investors. He has led the execution of more than $30 billion of such transactions 2011-to-date, which include the innovatio ... (view full description)

Mary Kane

Head of Securitized Products Research
Citi Global Markets, Inc.

Research analyst, specializing in nonmortgage ABS sectors:   Credit cards, Prime and subprime auto loans, Auto leases, Student loans, Marketplace Other esoteric ABS sectors   Publishes frequent commentary on ABS markets, consumer credit, prepayments, regulation and other relevant ABS market related topics   Top 3 ranking in the Institutional Investor All-America Research poll for 10+ years   Has worked at Citi for 16 years   Was previously a portfolio manager at UBS and Cred ... (view full description)

Michael Kanef

Chief Regulatory & Compliance Officer
Moody's Investors Service

Michael Kanef is the Chief Regulatory and Compliance Officer for Moody’s Corporation. In this role, he is responsible for Moody’s global, regulatory outreach and compliance efforts. Michael joined Moody’s as a senior analyst in the Term Asset-Backed Securities Team in 1997 after working as an associate in the Asset-Backed Finance Group at Skadden, Arps, Slate, Meagher & Flom, LLP. He was appointed co-head of the U.S. Term Asset-Backed and Asset-Backed Commercial Paper rating teams in June 2000 and promoted to Group Managing Director of the US. Asset Finance Group in June 2004. His responsibilities within the U.S. Asset Finance Group included participation in  meetings with Congressional ... (view full description)

Howard Kaplan

Partner
Deloitte & Touche LLP

Howard A. Kaplan is a senior partner at Deloitte & Touche LLP. He has more than 28 years of deep financial services industry experience, with a specialization in securitization and valuation. Howard is currently the U. S. lead client service partner for a top student lender, servicer and securitizer, as well as the global lead client service partner for a top 3 payments company. Howard is an active contributor to securitization industry advocacy efforts through the Structured Finance Industry Group where he serves on the board of directors and executive committee. Previous to these roles, Howard spent the last 20 years building and managing the U.S. Firms' Securiti ... (view full description)

Eric Kaplan

Managing Partner - Structured Finance
Ranieri Strategies LLC

Eric Kaplan is a Managing Partner – Structured Finance for Ranieri Strategies LLC. Mr. Kaplan brings over 23 years of residential mortgage industry experience in a variety of roles. At Ranieri Strategies, Mr. Kaplan evaluates and pursues investment opportunities in companies and technologies that relate to the financial sector, with a primary but not exclusive focus on lending, the capital markets, data and analytics. In addition, Mr. Kaplan works closely with founding partner and Chairman Lewis S. Ranieri on housing, mortgage and RMBS reform endeavors with regulators, industry colleagues and industry organizations such as the Structured Finance Industry Group (“SFIG”) and t ... (view full description)

Eve Kaplan

Senior Vice President
U.S. Bank

No biography specified

Peter Kaplan

Senior Vice President, Portfolio Manager
Merganser Capital Management

No biography specified

Eric Karlson

Managing Director
AIG

Eric Karlson manages a $2 billion structured corporate and esoteric asset backed securities portfolio for AIG Asset Management (U.S.), LLC, a registered investment advisor of American International Group, Inc.’s (“AIG’s”) family of property & casualty, life & retirement, and mortgage insurance companies. Prior to joining AIG, Mr. Karlson founded a financial services consulting firm specializing in the origination and structuring of complex financial assets. His work history includes several executive management positions including President and Managing Director of Textron Financial Corporation’s Capital Markets Group and various roles at GE C ... (view full description)

Valerie Kay

Senior Vice President, Institutional Business
Lending Club

Valerie Kay is Senior Vice President and Head of Institutional Investors at Lending Club.  She is responsible for institutional capital management on Lending Club’s platform.  Valerie brings more than 25 years of capital markets experience across a broad range of consumer asset classes. Previous to Lending Club, Valerie spent 20 years at Morgan Stanley, including 12 years as a Managing Director, where she held several leadership roles within Global Capital Markets including Deputy Head of Asset Finance, Head of Structured Asset Monetization and Head of Mortgage Finance. She was most recently part of the Institutional Securities Group where she was responsible for managing relatio ... (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)

Rosemary Kelley

Managing Director, ABS Consumer
Kroll Bond Rating Agency

No biography specified

Kevin Kendra

Managing Director
Fitch Ratings

Kevin P. Kendra is a managing director in Fitch Ratings New York office. He currently manages the U.S. Structured Credit group responsible for collateralized loan obligations (CLO) and other structured credit ratings. The structured credit team is charged with assigning new issue CLO ratings, maintaining the accuracy of existing ratings, providing useful tools to investors and publishing research on transaction characteristics and performance. Prior to this post he served as Group Credit Officer for U.S. and Latin America Structured Finance. In this role he maintained and further enhanced the quality of credit analysis within the structured finance and covered bonds ... (view full description)

David Kimball

Chief Executive Officer
Prosper Marketplace

David Kimball is Chief Executive Officer of Prosper Marketplace. He joined the company in March 2016 and brings more than 20 years of financial experience.  Prior to joining Prosper Marketplace, David served as Senior Financial Officer of USAA’s Chief Operating Office, where he oversaw USAA’s real estate unit, bank, P&C and life insurance companies, investment management company, and the call centers/distribution functions. During time at USAA, he also served as USAA’s corporate treasurer and held several senior positions across several finance functions including capital markets, treasury, accounting, and FP&A. Prior to USAA, David spent ten years ... (view full description)

David Klein

Chief Executive Officer & Co-Founder
CommonBond

David Klein is CEO and Co-Founder of CommonBond, a leading fintech company that uses data and technology to lower the cost of student loans. Since launching in 2012, CommonBond has raised over $1 billion across equity and debt, and is the first and only company in finance with a 1-for-1 social mission: for every loan funded on CommonBond's platform, the company funds the education of a student in need in partnership with Pencils of Promise. A recognized authority on fintech and student debt, David's perspectives have been featured in The Wall Street Journal, Forbes, CNBC, TechCrunch, Inc. and more. He was featured on the Crain's New York 40 Under 40 list in 2016. Before starting ... (view full description)

Tom Knox

Partner
PwC

Tom is a partner with PwC's FSR (Financial Instruments, Structured Products, and Real Estate) practice. His primary focus is on business advisory services for clients within the securitization industry. With over 22 years of experience in the financial services industry and a specialization in mortgage and asset-backed securities, Tom is responsible for providing financial advisory, risk management, and systems solutions to issuers, servicers, trustees, and investors for all securitized asset types. Tom is responsible for helping clients improve their cash flow modelling, investor reporting, and collateral analysis, and is currently assisting several securitization issuers and se ... (view full description)

Bernadette Kogler

President & CEO
RiskSpan

Bernadette Kogler is Co-founder and CEO of RiskSpan and co-founder of SmartLink Lab, RiskSpan’s affiliated Fintech company. Bernadette leads RiskSpan’s strategy for its data and analytics platform and related services. She co-founded SmartLink Lab to explore emerging technologies that bring efficiencies to the capital markets, specifically the mortgage and structured finance market.  Bernadette has spent the bulk of her career advising clients and designing analytical solutions that support risk mitigation and bring operational efficiencies to the mortgage market. By aggregating disparate data sources, advanced analytics and visualizations, solutions are designed to give individual users dir ... (view full description)

Steven T. Kolyer

Partner
Clifford Chance US LLP

Steven T. Kolyer is a capital markets partner with extensive experience in securitizations, structured capital markets, investment fund formations and conventional securities offerings, including continuously-offered products. Mr. Kolyer is also experienced in credit-linked notes and other funded derivative products, and in complex commercial lending and credit transactions. Mr. Kolyer's experience over the years has been highlighted by transactions involving innovation and structured solutions in the capital markets. In this regard, he played a lead role in the development of a number of securitization products dating back to the origins of that market, in the U.S. and off-sh ... (view full description)

Adam Krahn

Vice President
Quicken Loans

Adam Krahn is Vice President, Mortgage Policy and Counterparty Relations at Quicken Loans where he provides policy expertise on a wide range of issues from housing legislation, regulatory changes, and the broader policy environment in the origination, servicing and capital markets. Prior to joining Quicken Loans, Adam was involved in a similar role at Wells Fargo as assistant vice president of capital markets. Before working at Wells Fargo, Adam spend two years at the Consumer Financial Protection Bureau assisting in policy development in the mortgage, student loan, auto loan and peer-to-peer loan markets.   Adam earned his bachelor’s degree studying Economics and Mandarin Chines ... (view full description)

Jason Kravitt

Partner
Mayer Brown

Jason is the founder of Mayer Brown’s securitization practice and was co chair of the firm from 1998-2001.  He has helped the firm's clients create some of the most significant securitization products used in the capital markets today (such as the use of true liquidity in ABCP Vehicles) and is well known for being a Co-Founder of the Securitization Industry’s original trade association;  leading industry groups in connection with new legislation or regulation; helping to lead large securitization transactions such as MLEC ($100 billion) and Straight A funding ($60 billion) and large RMBS mortgage litigation settlements such as the BofA/BNY Mellon $8.5 billion settlement.  Jason i ... (view full description)

David Kucera

Head, Asset-Backed Finance Group
Capital One

Dave Kucera joined Capital One in 2013 to head its Asset-Backed Finance Group. In 2015, he became head of the Financial Institutions Group.  The group provides recourse and non-recourse financing and other services to specialty finance companies and asset managers throughout the U.S. across a broad range of sectors.   Prior to joining Capital One, Dave led and co-founded the U.S. Securitization Group at BMO Capital Markets, which provided and served as agent for over $75 billion in financing for a broad range of U.S. and international clients during Dave’s tenor.   Dave has an undergraduate degree in finance from Marquette University and a Mast ... (view full description)

Stephen Kudenholdt

Co-Chair, US Capital Markets Practice
Dentons

Stephen Kudenholdt is co-chair of Dentons’ US Capital Markets practice. He is also a member of Dentons’ US Board, as well as the Firm’s Global Advisory Committee. Stephen is recommended by The Legal 500 US (2014) as "truly one of the more well-known lawyers in the mortgage space." His areas of practice include residential mortgage-backed securities (RMBS), commercial mortgage-backed securities (CMBS) and other asset-backed securities (ABS), primarily focusing on residential mortgage loan securitization as well as re-securitization transactions involving various classes of mortgage-backed securities. He represents issuers, underwriters, loan sellers and other entities ... (view full description)

Paul Kurzeja

Associate General Counsel & Director
Bank of America Merrill Lynch

Paul Kurzeja is an Associate General Counsel at Bank of America Merrill Lynch. His principal practice involves the representation of the Bank in all aspects of securitization and secured lending as well as commercial real estate. Prior to joining the Bank, Mr. Kurzeja practiced with Mayer Brown and Cadwalader, Wickersham & Taft. He also spent several years as a CPA with Deloitte & Touche. Directly after law school, he served as a federal judicial clerk in the Middle District of North Carolina. Mr. Kurzeja is a cum laude graduate of Quinnipiac University School of Law. He holds a B.A. in Accounting from Moravian College and a Masters ... (view full description)

Stacey Lawson

Chief Executive Officer
Ygrene Energy Fund

Stacey Lawson brings 23 years of experience as a business executive in the areas of finance, clean energy, technology and manufacturing. Prior to joining Ygrene Energy Fund, Stacey was a candidate for U.S. Congress in California’s 2nd congressional district where she advocated for property assessed clean energy (PACE) as a leading environmental policy initiative. As Ygrene’s President and Chief Executive Officer from 2012-2016, Stacey spearheaded the design and growth of Ygrene’s innovative PACE model for the residential, commercial, agricultural and industrial sectors, scaling Ygrene to over $600M in originations. A cofounder of the Center for Entrepreneurship & ... (view full description)

Kristi Leo

Boulder Advisors, Founder; Senior Policy Advisor
SFIG

As founder and President of Boulder Advisors, Kristi has established a hands-on, best in class advisory firm delivering full-service, comprehensive advice and strategic solutions to the structured finance industry, specializing in consumer and commercial finance companies and their investors.  Boulder Advisors has advised on debt and capital raises of more than $2.2 billion for consumer finance companies and investments by large private equity firms and hedge funds. Prior to founding Boulder Advisors in 2013, Kristi was a Managing Director at Deutsche Bank, where she held several leadership roles with Global Markets.  Most recently served as Co-Head of the U.S. Structured Finance ... (view full description)

Marc Levine

Senior Director, Issuer Business
Moody's Analytics

No biography specified

Steve Levitan

Partner
Morgan, Lewis & Bockius LLP

Steve Levitan has extensive experience in structuring highly complex securitization transactions backed by collateral encompassing a broad range of asset types, including: student loans, auto loans, marketplace (peer-to-peer) loans; Australian mortgage loans, commercial equipment, automobile and equipment leases, credit card account receivables, residential mortgage loans, home equity loans, financed insurance premiums, residual interests in pre-existing special purpose entities, and the resecuritization of previously issued asset- and mortgage-backed securities. Steve has represented both issuers and underwriters in public offerings, private placements, direct-lending financings, ... (view full description)

Brent Lewis

Partner
Hunton & Williams LLP

Brent’s practice focuses on corporate finance, capital markets and securitization. Brent represents issuers, underwriters, servicers, originators and other market participants in public and private securitizations involving residential and commercial mortgage loans. Brent also acts as counsel to sellers and purchasers of mortgage loans, servicing rights and REO properties. Brent advises clients regarding compliance with securities law and the potential impact of proposed and enacted regulatory reforms relating to capital markets. Relevant Experience Represented issuers, underwriters, servicers, originators and other market participants on hundreds ... (view full description)

Stuart Litwin

Co-Head Securitization
Mayer Brown LLP

Mayer Brown is one of the world's leading law firms for securitization. With over 100 securitization lawyers across the Americas, Europe and Asia, we offer experienced teams across a broad range of vehicles and asset classes. We are one of a handful of international law firms that have securitized virtually every asset type that can be securitized. We regularly represent commercial banks, investment banks, issuers, credit enhancers, liquidity providers, trustees, servicers, underwriters, placement agents and other transaction parties in jurisdictions around the world. Mayer Brown has been at the forefront of assisting clients with originating, acquiring, financing, and securitizing peer-to-p ... (view full description)

Caitlin Long

President & Chairman
Symbiont

Caitlin Long is chairman and president of Symbiont, the market-leading smart contracts platform for institutional uses of distributed ledger technology and winner of WatersTechnology's Award for Best Distributed Ledger Project in 2016 (Buy-Side Technology Awards).  Caitlin previously spent 22 years on Wall Street in senior roles, working for Morgan Stanley (2007-2016), Credit Suisse (1997-2007) and Salomon Brothers (1994-1997).  During her career she started and ran three new businesses, was a top-ranked equity research analyst for the life insurance sector, and worked directly for the co-CEOs on a business restructuring in Zurich.  Caitlin has been active in bitcoin since 2012 a ... (view full description)

Yan

Member
China Securitization Forum

Mr. Lü is a founder and senior partner of Rong Fu Law Firm.  He is legal counsel to numerous well-known Chinese public companies, and has advised on numerous securitization transactions in China, including the first aircraft lease securitization in China, Alibaba's small-loan securitization beginning in 2015 and the Shanghai Municipal Housing Pension Fund mortgage securitization in 2016.  Mr. Lü is also a Director of the All-China Lawyers Association and the Deputy Director of the Shanghai Lawyers Association.  He is an arbitrator for the Shanghai Arbitration Commission and a representative for the People's Congress of the Pudong New District of Shanghai.  Mr. Lü is a guest researcher at the ... (view full description)

Tianyi Ma

Member
China Securitization Forum

Dr. Ma is the head of the Securitization Division at Industrial Bank (China) which has successfully issued CNY 150 billion securitization products on China’s inter-bank market, and has led the deployment of the first technology platform dedicated to Chinese securitization products. Dr. Ma led a number of innovations for securitization on China's inter-bank market, including the first deal with a revolving collateral pool and the first deal with retail financing, and he also drafted the first REITs proposal. Prior to joining Industrial Bank, Dr. Ma worked in the Financial Markets Department of the Peoples Bank of China, where he played a leading role in crafting the securitization regulations ... (view full description)

Andrew Maciel

Managing Director
CIBC Capital Markets

Andrew joined CIBC in 2005 and is currently a Managing Director in the Securitization Group. Andrew is involved in the marketing, structuring and execution of medium term note and asset-backed commercial paper transactions across a variety of asset classes, including credit cards, automotive and equipment loans and leases, residential mortgages, commercial mortgages, dealer floorplan financing and consumer loans. He has experience in both the execution of domestic securitizations as well as cross-border securitizations. Andrew is actively involved in new regulatory developments which impact the securitization market in Canada and has been a frequent speaker at conferences on a variety ... (view full description)

James Macmillan

Vice President
Deutsche Bank

James Macmillan has over 16 years of in depth Corporate Trust experience in the relation to the US securitization market. Since 2005, he has held several management positions inside Corporate Trust both with Deutsche Bank and ABN-AMRO LaSalle N.A.. In these roles, he oversaw analytic/reporting solutions,  platforms for structured products in addition to product development across a large portfolio of ABS, RMBS, CMBS, CRE-CDO deals. At DB, James is viewed as instrumental in building the CMBS trustee book (over 100 deals since 2007). James is an active member of CREFC serving on trustee/servicer committees as well as participating in panel and roundtable discussions. In 2015, James was selecte ... (view full description)

Amanda Magliaro

Managing Director
Citi

Amanda Magliaro Head of Global Structured Finance Distribution. Amanda joined Citi’s U.S. Syndicate Desk in 2002 upon graduation from Columbia Business School, where she received an M.B.A. in Finance. While at Columbia Business School, Amanda was the President of Columbia Women in Business. She received her B.A. from Cornell University in 1996 with a major in Economics and Japanese Studies, with Dean’s list Honors. Amanda is Co-Head of the Markets Diversity Committee, and is the Chair of Citi's International Women's Day Commitee and she was chosen for Citi's Womens Leadership Development Program "Women Leading Citi".  She is fluent in Spanish and conversant in Japanese. Amanda serves o ... (view full description)

Elaine Mah

Senior Vice President
U.S. Bank

Elaine is a Senior Vice President in the Global Corporate Trust Services CDO group at U.S. Bank based in Houston. Prior to joining U.S. Bank, she spent 25 years with JPMorgan and BNYM. She managed the CDO Transaction Management Group whose responsibility was to lead a team of professionals performing document review, negotiation of transaction documents, and interact with deal parties with a focus of mitigating risk. She was also a Senior Transaction Manager and Relationship Manager working on first to market structured finance transactions. Elaine has worked with leading investment banks, collateral managers, and various market participants in the CLO market during her career. Elaine is a g ... (view full description)

Sharif Mahdavian

Vice President, National Sales
ComplianceEase

Sharif Mahdavian is Vice President, National Sales at ComplianceEase, a leading provider of mortgage compliance technology solutions to the financial services industry.  Prior to joining the company, he served in a business development role at Lenderlive, where he was actively involved in operational implementation of regulatory disclosures for secondary market transactions.  Mr. Mahdavian has a decade of experience as an analyst and manager in the Structured Finance Department at Standard & Poor’s from 2005-2015, where he most recently served as Managing Director and Analytical Leader in the Residential Mortgage-Backed Securities (RMBS) group.  Prior to joining S&P, Mr. ... (view full description)

Thomas Majewski

Managing Partner & Founder
Eagle Point Credit Management

Tom is the Managing Partner and founder of Eagle Point Credit Management. Tom has been involved in the formation and/or monetization of nearly 100 CLO transactions across multiple market cycles. Tom led the creation of some of the earliest refinancing CLOs, pioneering techniques which are now commonplace in the market. He has spent his entire career in the structured finance and credit markets. Prior to founding Eagle Point with Stone Point Capital, Tom was a Managing Director and Head of CLOs at RBS, where he was responsible for all aspects of RBSs new-issue CLO platform. Prior to joining RBS, Tom was the U.S. country head at AMP Capital / AE Capital, where he was responsibl ... (view full description)

Dzmitry Maroz

ERS Specialist Leader
Deloitte & Touche LLP

No biography specified

Adrian Marshall

Managing Director
BlackRock

C. Adrian Marshall, CFA, Managing Director, is a member of Americas Fixed Income within Alpha Strategies. He is a portfolio manager on the Bank Loans team.   Mr. Marshall moved into his current position in 2007; he was previously a sector specialist on the investment grade corporate bond team. Prior to moving to portfolio management in 2003, he spent two years in Tokyo as a member of the product development and investment management groups at Nomura BlackRock Asset Management Co., Ltd., BlackRock's former Tokyo-based joint venture. Mr. Marshall began his career at BlackRock in 1999 as an account manager for institutional clients in the US and internationally.   Mr. Ma ... (view full description)

John McElravey

Managing Director, Head of Consumer ABS Research
Wells Fargo Securities, LLC

John McElravey, CFA, is a managing director in the Structured Products Research group at Wells Fargo Securities, LLC, where he is Head of Consumer ABS Research. John has 30 years of capital markets experience focusing on Structured Finance, Fixed Income and Economic Research. Prior to joining Wells Fargo in 2007, John was in charge of ABS research, strategy and trading for Asset Allocation & Management Co. in Chicago. From 1997 to 2004, he was a member of the ABS research group at Banc One Capital Markets. Before that, John worked at Duff & Phelps Credit Rating Co. in the ABS ratings group. Early in his career, John was an economic analyst in the economic ... (view full description)

Kevin McLeod

Managing Director
Cerberus Capital Management

Kevin McLeod, Managing Director of Cerberus Capital Management.  Mr. McLeod joined Cerberus in 2006 where he has been a member of the middle-market direct lending investment team and also responsible for the formation, marketing, structuring and development of the Cerberus Business Finance investing vehicles.  Prior to joining Cerberus, Mr. McLeod spent 8 years at CIBC World Markets where he managed the leveraged finance investment banking group including the origination, structuring and execution of transactions involving high yield debt securities, leveraged loans, privately placed mezzanine securities and merchant banking investments.  From 1996 to 1998, Mr. McLeod was a membe ... (view full description)

Janette McMahan

Partner
Kirkland & Ellis

Janette McMahan leads the asset finance and securitization group in the New York office of Kirkland & Ellis LLP. She specializes in auto loan, auto lease, marketplace loan and trade receivables transactions. Janette has worked with auto ABS sponsors in drafting comment letters on regulatory reform since 2010, including on Regulation AB II, shelf eligibility, asset level disclosures and risk retention.  Additionally, Janette has represented clients in acquisitions and divestitures, equipment financings, health care receivables transactions, whole business securitizations and restructurings.  

Daniel McPheeters

Product Development Manager
Fannie Mae

Dan is a Product Development Manager on the Single-Family Strategy, Insights & Marketing team at Fannie Mae, where he focuses on lender solutions and market innovation. Prior to joining Fannie Mae, Dan served as Director of Secondary and Capital Markets at the Mortgage Bankers Association where he represented the mortgage industry on regulatory and policy issues impacting the agency and non-agency mortgage-backed securities markets. He also led the formation of a Fintech Working Group comprised of mortgage industry experts to help identify and explore emerging trends and policy issues resulting from technological innovations.   Dan received his J.D. from The George Washington ... (view full description)

Patrick McShane

Senior Director
Kroll Bond Rating Agency

Patrick McShane is a Senior Director at Kroll Bond Rating Agency and covers commercial and esoteric ABS. Previously, Mr. McShane was a Senior Associate within DZ Bank’s Asset Securitization Group and specialized in the financing of equipment leases, lottery receivables, structured settlements and tax liens. Prior to DZ Bank, Mr. McShane worked within the Structured Securities origination and structuring group at Bank of America and as an analyst within ING's Asset Securitization Group. Mr. McShane holds a bachelor of science degree in Finance from The Pennsylvania State University.
 

Karan Mehta

Head of Capital Markets
Marlette Funding, LLC

No biography specified

Christopher Merchant

Principal
PwC

Chris is a Principal the Financial Instruments, Structured Products and Real Estate (“FSR”) Group based in Washington, DC with over twelve years of financial services and capital markets experience. Chris provides valuation, accounting, risk management, and governance advice to a diverse group of U.S. and foreign financial and nonfinancial institutions, government sponsored entities and federal government agencies. Chris has deep expertise in the financial instrument life cycle including origination, securitization, and subsequent reporting, providing valuation, analytic and advisory services to issuers and investors. Chris has provided pre and post-closing services across a wid ... (view full description)

Richard Mertl

Associate
Dechert LLP

Rich is the chief U.S. liaison for the China Securitization Forum  (http://www.chinasecuritization.org/en/Institution.aspx?classCode=440).  Rich is an associate in the Charlotte office of Dechert LLP, where his practice principally involves assisting investment bank and asset manager clients in CLO securitizations and other structured finance transactions. Rich was formerly a legal translator in the Shanghai, China office of a U.K.-based international law firm; he's been following the development of the structured finance and fintech sector in China over the course of the past several years and he reports on related legal and regulatory developments in a blog available at http://chinastructu ... (view full description)

Claire Mezzanotte

Group MD, Head of Global Structured Finance
DBRS

Claire J. Mezzanotte is a Group Managing Director with DBRS and is head of the Global Structured Finance Group.  She is responsible for managing the rating teams, quantitative analysis, research and surveillance functions based in London, New York, Chicago and Toronto.  Claire is also the Chair of the Structured Finance Criteria Committee, which approves rating methodologies prior to the Independent Review Function. Previously, Claire was Head of Structured Finance Credit Policy where she was responsible for managing the development of global structured finance rating methodologies, serving as Chair of the Structured Finance Criteria Committee in addition to establishing policies ... (view full description)

Mark Michael

Managing Director
Bank of America Merrill Lynch

Mr. Michael joined BofA Merrill as a managing director in 2009 and is in charge of non-Agency RMBS structuring.

Prior to joining BofA Merrill, he was a managing director at Fortress Investment Group where he was part of a team that managed a portfolio of sub-prime and option arm securities. From 1994 through 2004 he was employed at Bear, Stearns & Co.  From 2004 to 2008 he was the senior structurer on the Adjustable Rate Mortgage trading desk. 

Mr. Michael holds a BS degree in Mechanical Engineering from Cornell University and an MBA from the University of Michigan.

Ben Miller

Senior Vice President and Treasurer
Exeter Finance

Ben Miller is Senior Vice President and Treasurer for Exeter Finance Corp, headquartered in Irving, Texas.  His responsibilities include Capital Markets strategy, Liquidity Management, Interest Rate risk management and Investor outreach.
 
Prior to joining Exeter in 2015, Ben held roles as Treasurer for Nissan North America and Nissan Europe since 2011.  Before joining Nissan, Ben managed Treasury functions for World Omni Financial Corp and Capital One.
 
Ben earned a BS in Finance from Virginia Tech.

Gary Miller

Independent Consultant
Structured Finance

Gary is working on projects involving emerging technology and their applications in the structured finance sector as well as researching a new asset class for the ABS market.  He has an extensive background in structured finance having had roles spanning the entire securitization process for both consumer and commercial financial assets.  He pioneered new asset classes in the ABCP conduit space while at Credit Agricole where he was a Managing Director and Head of Originations.  Prior to that he worked in the term ABS banking sector at Banc One Capital Markets after a tenure in CMBS and Fixed Income Sales at Bank United Texas.  He began his career at Chrysler Credit Corp.  Gary obtained a B.A ... (view full description)

Steven Moffitt

Managing Director
Goldman Sachs

Steven manages the consumer structured finance business within the Financing Group. Previously, he worked on the private side of the Mortgage Department for six years. Earlier in his career, Steven focused primarily on the education finance space. He joined Goldman Sachs in 2005 as an associate and was named managing director in 2012. Prior to joining the firm, Steven worked as a rating agency director and investment banking analyst, covering a range of consumer and corporate sectors. Steven earned a BA in Political Economics from Tulane University in 1999 and serves as a board member of the university’s Dean’s Advisory Council. He is a CFA charterholder and a member of the New York Soci ... (view full description)

Diane Moormann

Vice President, Master Servicing
Nationstar Mortgage

No biography specified

Nancy Mueller Handal

Senior Managing Director
MetLife

Nancy Mueller Handal is a Senior Managing Director and the Head of Global Structured Products. The group consists of the following units: Structured Finance, Alternative Investments and Index Strategies. Alternative Investments includes a global portfolio of limited partnership investments in hedge funds and private equity funds as well as direct mezzanine and equity co-investments. Structured finance includes a portfolio of Domestic and International ABS, CMBS, RMBS and Residential Mortgage Loans. Index Strategies includes both Fixed Income and Equity index accounts. Prior to leading the Structured Products Group, Nancy was the head of the Global Structured Finance group at ... (view full description)

Kruti Muni

Senior Vice President/Manager
Moody's Investors Service

 Kruti Muni heads the U.S. credit cards, consumer loans and student loans rating teams at Moody’s. She joined Moody’s U.S. structured finance team in 2002, relocated to Moody’s UK office in 2006 and rated European RMBS before returning to the U.S. in 2010. Prior to her current role, Kruti managed Moody’s teams responsible for analyzing the U.S. RMBS, U.S. & Canadian covered bonds, Single Family Rental transactions, Originator Assessments and EMEA (Europe, Middle East and Africa) RMBS. Kruti has published and spoken extensively on the U.S structured finance and EMEA RMBS. She has also been actively involved in developing and updating ... (view full description)

Prashant Mupparapu

Senior Managing Director
Macquarie

Prashant Mupparapu is Senior Managing Director in Macquarie’s Commodities and Financial Markets (“CFM”) division in New York and Houston. Prashant has over 18 years of experience providing financing and risk management products to clients in the Energy, Agriculture and Metals sectors. At Macquarie, he leads teams that provide comprehensive solutions for clients by combining Macquarie's financing, trading, and principal investing capabilities. Prashant has over 18 years of experience executing on structured products for the merchant energy asset development and finance sector to achieve larger goals within the capital structure. Previously at Credit Suisse, he was part of the leve ... (view full description)

Gregory Murphy

Managing Director
Natixis

 Greg Murphy joined Natixis (then CDC) in May 2000 and oversees a team of nearly 50 professionals incorporating loan originations, transactions management, asset management and real estate capital markets.   Mr. Murphy has over thirty years of capital markets experience, with twenty of those years spent in the commercial real estate market, the balance in other securitized asset markets and derivatives. He joined Natixis from Nomura Securities where he was a Managing Director and Head of CMBS Trading in the Structured Finance Group. Prior to Nomura, Mr. Murphy held similar posts at Chase Manhattan Bank and Citicorp.   Mr. Murphy received an MBA in Finance and Internat ... (view full description)

Ned Myers

Senior Vice President
Black Knight Financial Services

Ned Myers leads Black Knight Financial Services’ Capital Markets and Government market practices for its Data & Analytics division. With over two decades in the structured finance markets, Ned has a proven track record of rapidly growing software, data, and information businesses. Prior to joining Black Knight, Ned held responsibility at Lewtan for strategy, sales, marketing, product, quality and various other functions, resulting in the launch of over a dozen new products and services, including a leading information portal to the securitization industry. Ned has previously served in other roles including Chief Marketing Officer, General Manager and head of Sale ... (view full description)

Jason Nadeau

Executive Vice President
Factom, Inc.

Jason Nadeau works with Factom to lead the strategy for the mortgage industry including revenue growth, strategic partnerships and business development strategy. Nadeau comes to Factom from Corsair Associates where as Senior Director he provides strategic consulting to mortgage technology companies. Before Corsair Associates, he served as Group President at Stewart Title and CEO of Stewart Lender Services. Nadeau also served as Founder, President, and CTO of RealEC Technologies (now a Black Knight company) where he and the leadership team developed the largest Electronic Partner Network for the Mortgage Industry. Prior to RealEC, Nadeau spent time in technology leadership roles f ... (view full description)

Carolyn Natale

Managing Director
Wellington Management

As an analyst in the Fixed Income Credit Research Group at Wellington Management, Carolyn is primarily responsible for the analysis of commercial mortgage-backed securities (CMBS) and collateralized debt obligations (CDOs). She also works closely with the team in the analysis of other structured products, which include non-agency residential mortgage-backed securities (RMBS) and asset-backed securities (ABS). Carolyn is a member of Wellington Management’s Structured Finance Strategy Group. Prior to joining the firm in 2005, Carolyn was a vice president with Citigroup Insurance Investments, where she was a senior ABS Analyst (2004 – 2005); a portfolio manager at Webster Bank (2003 ... (view full description)

Matt Natcharian

Managing Director
Barings

Matthew Natcharian is Head of the Barings Structured Credit Investment Group and a member of the firm’s Global Strategy Committee. He actively participates in the portfolio management of all structured credit focused portfolios and is responsible for structured credit investments, primarily in collateralized loan obligations. Matthew has over 19 years of industry experience that has encompassed CLOs and securitized corporate credit, including synthetic credit products. Prior to joining the firm in 1995, he was a financial information analyst at Allmerica Financial and also New England Mutual Life. He has served as a Director of Invicta Capital LLC, a credit derivative product company, from 2 ... (view full description)

David Nathanson

Senior Vice President- ABS
Morningstar Credit Ratings, LLC

David Nathanson, CFA is focusing on the ABS and CLO ratings process, as well as development of criteria and analytics.  Prior to joining Morningstar in 2014, David was a lead analyst in the structured finance group of Moody’s Investors Service, where he focused on CLOs and esoteric ABS.  David also worked for Credit Policy Research focusing on model validation and methodology reviews.  Prior to joining Moody’s in 2008, David held various analytical, development, and program management roles in Deutsche Bank, Citigroup and JPMorgan.  Nathanson holds a bachelor’s degree in electrical engineering from the Cooper Union for the Advancement of Science and Art, and a master’ ... (view full description)

Ashish Negandhi

Senior Portfolio Manager
Angel Oak Capital

Mr. Negandhi focuses on building and managing structured investment strategies within the asset backed securities market.
Mr. Negandhi previously worked within the investment grade corporate bond and collateralized loan obligation fixed income markets, managing a portfolio up to $2 billion in assets at Washington Mutual Bank. Mr. Negandhi guided investments based on risk analysis and exposure valuations, including monitoring credit default and interest rate risk.
Mr. Negandhi holds a B.S. in Computer Science from Georgia College and State University and an M.B.A. from Foster School of Business at the University of Washington.

Dawn Newton

Chief Operating Officer
Netki

Dawn is a technology startup veteran with over twenty years of experience building teams at innovative companies leading to successful exits. She grew support operations leading to a multi-billion-dollar IPO at NetZero/United Online. Prior to NetZero she managed technology teams at Microcom (acquired by Compaq), and InterAccess (acquired by Allegiance Telecom). She is currently the Co-Founder and COO of Netki, a blockchain solutions provider focused on digital identity and regulatory compliance. Dawn recently spoke at TEDx Los Angeles on the challenges facing women in STEM (Science, Technology, Engineering, Mathematics) and was named one of the Power Women in FinTech by InnoTribe’s Bridging ... (view full description)

Alex Nicholson

Director, Mortgage Trading
Bank of America Merrill Lynch

No biography specified

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)

Tony Nocera

Managing Director
Kroll Bond Rating Agency

Tony Nocera is a Managing Director covering commercial and non-traditional ABS at Kroll Bond Rating Agency Inc. At KBRA, Tony covers transactions in various asset classes including small to mid ticket leasing, operating assets (marine container, railcars, trucks and aircraft),  whole business securitizations, as well as the more esoteric, non-traditional deals.
Prior to joining KBRA, Tony was with Ambac Assurance, where he managed a portfolio of in excess of $12 billion, and Standard & Poors, where he rated commercial asset ABS. Prior to that, he was a relationship manager at Fleet Bank (now B of A) covering specialty finance companies.

Lars Norell

Managing Partner
Altus Power America Management

Lars Norell is a co-founder and Managing Partner of Altus Power America Management. Before starting Altus, Mr. Norell was a Principal and Managing Director at Cohen & Company where he served as Head of Capital Markets and subsequently led the Alternative Assets effort. Prior to joining Cohen & Company in February of 2006, Mr. Norell was a Managing Director and Co-Head of US Structured Credit Products at Merrill Lynch. Before that he was a Vice President and investment banker in the Credit Products Group at Credit Suisse. Mr. Norell began his career as an attorney at Cadwalader, Wickersham & Taft in 1998. Educated in Europe and the U.S., Mr. Norell has a BSBA from IUM in France and a J.D. fro ... (view full description)

Beth O'Brien

CEO
Colony American Finance

 Elizabeth A. O'Brien serves as Chief Executive Officer and President of Colony American Finance.  Prior to joining, Ms. O'Brien was Executive Vice President at Auction.com, where she ran its residential capital markets division and set the financing strategy for the platform. In that capacity she managed over two billion dollars of single-family and multi-family loan sales and multiple financing partners.  She also founded a proprietary private money lender geared at the investor market as President of AuctionFinance.com. Ms. O'Brien held prior positions at Citigroup Global Markets Inc. in Residential Mortgage-Backed Securities Trading and Securitization, Goldman Sachs & Co. ... (view full description)

Maeve O'Brien

Managing Director
BNY Mellon

Maeve oversees client service management for Latin America and Canada. Previously, Maeve ran a Corporate Trust business based in Dublin that supported collateralized debt obligation (CDO) and collateralized loan obligation (CLO) activities across EMEA between 2006-2009. Prior to that, Maeve was with JPMorgan, where she ran reporting functions supporting asset-backed commercial paper programs and synthetic CDO transactions. She joined JPMorgan from Schroder Capital Management in London where she managed a performance leadership and reporting team.   Maeve holds a Bachelor of Arts Degree (B.A.) from Dublin City University in Business Studies and French. She is CIMA part-qualified. ... (view full description)

Theresa O'Neill

Managing Director
Bank of America Merrill Lynch

Theresa joined Merrill's research team in 1998. She provides credit, prepayment and relative value analysis in the ABS sector. Immediately prior to joining Merrill, Theresa spent 12 years in the Investment Department at Metropolitan Life Insurance Company. During most of that time, she managed MetLife's $5.5 billion ABS portfolio and $1.5 billion non-Agency MBS portfolios. At MetLife she also worked in their portfolio management and corporate private placement groups. Before joining MetLife, she spent several years in the mortgage department of a thrift institution and a mortgage banking company. Theresa earned her MBA from Fordham University in 1991. ... (view full description)

Stephen Obie

Partner
Jones Day

  Stephen Obie has sophisticated experience in all aspects of the Commodity Exchange Act, as amended by the Dodd-Frank Act. Stephen held several top positions during his 15 years at the Commodity Futures Trading Commission (CFTC), including running the New York office. Moreover, during the financial crisis from July 2008 to September 2010, he was the Acting Director of the CFTC's Division of Enforcement and co-chaired the Securities and Commodities Subcommittee of the President's Financial Fraud Enforcement Task Force from 2009 to 2010. While at the CFTC, he was an advisor to senior management and presidential appointees on enforcement and policy m ... (view full description)

Mark Okada

Co-Founder and Chief Investment Officer
Highland Capital Management, L.P.

Mark Okada is Co-founder and Chief Investment Officer of Highland Capital Management, L.P., a Dallas-based investment advisor with $17 billion in assets under management. With more than 30 years of credit and alternatives experience, Mark is widely regarded as a pioneer in the development of the bank loan market. He is responsible for structuring one of the industry’s first arbitrage Collateralized Loan Obligations (CLOs) and was actively involved in the development of Highland’s bank loan separate account and mutual fund platforms. In addition to overseeing the firm’s investment activities for its various strategies, Mark is portfolio manager of the Highland Floating Rate Opport ... (view full description)

Michele Olds

Senior Vice President, Master Servicing
Nationstar Mortgage

Michele Olds is a Senior Vice President at Nationstar Mortgage LLC "Nationstar" in Denver, Colorado. Michele manages the Master Servicing division at Nationstar. She has 20 years of experience in master servicing and SBO2000 and has been with Nationstar (successor by acquisition to Aurora Loan Services LLC) since 2005. Prior to joining Nationstar, Michele managed the Master Servicing division at JPMorgan Chase. She also worked at Credit Suisse and First Union (Wachovia). She works with Servicers, Trustees, and Investors on RMBS securitizations and whole loan transactions. Michele is significantly involved with industry partners through her involvement with the Struc ... (view full description)

Lea Overby

Managing Director of Research, Structured Finance
Morningstar Credit Ratings, LLC

Lea Overby is managing director of structured finance research for Morningstar Credit Ratings, LLC. She is responsible for increasing Morningstar’s thought leadership presence across the structured finance community through publishing market driven research, holding investor meetings, and representing the firm in various industry groups. In addition, she serves as a knowledge base for the investor community, as well as for issuers and arrangers, and she works closely with Morningstar’s leaders to support various ratings activities and business initiatives.    Overby has more than 15 years of experience in structured finance as both an investor and ... (view full description)

Saffet Ozbalci

Managing Director
BlackRock

Saffet Ozbalci, CFA, Managing Director, is Co-head of the US CLO tranche investing business within Global Fixed Income and a member of Securitized Asset Investment Team. Mr. Ozbalci is a senior CLO trader and Portfolio Manager. Mr. Ozbalci is also responsible for investing in CLOs for a number of BlackRock managed funds   Prior to joining BlackRock in 2012, he was with BNP Paribas, most recently as head of CLO trading. Prior to this role, Mr. Ozbalci was a Portfolio Manager at Barclays Global Investors (BGI), where he was responsible for the trading of securitized credit assets and management of short-duration fixed income portfolios. In his previous role, Mr. Ozbalci was an ABS ... (view full description)

Mahesh Pakianathan

Managing Director
BNY Mellon

Mahesh Pakianathan is Managing Director and Head of Technology for Corporate Trust Technology at BNY Mellon.   Mahesh’s teams manage technology development, architecture, operations and digitization for the Corporate Trust business and the Government sector. Mahesh also leads the company’s mission to transform legacy systems to user-centric, automated, mobile-first, and cloud-enabled solutions based on BNY Mellon’s NEXEN technologies.    Mahesh and his team recently won the  2017 CSO50 award for being recognized as a security thought leader in cyber custodian solutions.   Prior to BNY Mellon, Mahesh was Chief Technology Officer at Gemini Systems where he l ... (view full description)

Kevin Palmer

Senior Vice President, Credit Risk Transfer
Freddie Mac

Kevin Palmer is SVP of Credit Risk Transfer at Freddie Mac. He is responsible for Credit Risk Transfer (CRT) for the Single Family business. In this capacity he leads all CRT efforts including the STACR securitization, Mortgage insurance, ACIS reinsurance, FWLS and other front end risk transfer offerings. In addition he is responsible for the Single Family costing process that assists in guarantee pricing.
 
Since 2001 Kevin has served in a variety of other positions at Freddie Mac including whole loan trading, non-agency ABS portfolio and risk management.
 
Kevin holds an MBA in Finance from Virginia Tech and a BA in Economics from Weber State University.

Yang Pang

Deputy Secretary General
China Securitization Forum

Dr. Yang Pang is the Executive Secretary General of China Securitization Forum. He has over fifteen years of experience in global securitization industry, and has been closely involved in the growth of securitization sector in China. Dr. Pang is also the CEO of Shanghai Alliance Financial Services, which focuses on building information technology supporting the analysis, valuation and trading of securitized products. Prior to working in China, he was a partner and senior executive in a global asset management firm which specializes in investments in structured credit and structured finance assets. Before working in financial services industry, Dr. Pang was an assistant professor of physics a ... (view full description)

Aashh Parekh

Portfolio Manager – ABS
TIAA Investments

Aashh Parekh is a Director in the Structured Securities Research area of the Global Public Markets Group at TIAA-CREF.

Lisa Pendergast

Executive Director
CRE Financial Council

No biography specified

Mary Ploughman

Joint Chief Executive Officer
Resimac

No biography specified

Ira Powell

Chief of Staff
Kroll Bond Rating Agency

Ira Powell is the Chief Credit Officer of Kroll Bond Rating Agency, Inc. Ira joined the company from Goldman Sachs, where he served as a Vice President and the Head of Money Market Origination within the Investment Banking Division. Prior to his role at Goldman Sachs, Ira was a Vice President at Merrill Lynch. Ira began his career at Clifford Chance, followed by a two year stint at Fitch Ratings as a founding member of their Asset Backed Commercial Paper Group. Ira holds a B.S. from Cornell University and received his J.D. from Harvard Law School.
 

Robert Pucel

Managing Director, Head of ABS & CMBS Syndication
Societe Generale

No biography specified

Dmitri Rabin

VP, Global RMBS & Covered Bond Strategist
Loomis, Sayles & Company, L.P.

Dmitri Rabin is a vice president of Loomis, Sayles & Company. He is the global RMBS and covered bonds strategist for the fixed income group, responsible for developing housing and RMBS-related research and relative value recommendations across all fixed income products. He is also a co-portfolio manager for select Loomis Sayles securitized credit investment strategies. Dmitri joined Loomis Sayles in 2008 from Pine Cobble Capital, where he was a long-short equity analyst for global financials and macro strategy. He was also an associate analyst at Cambridge Place Investment Management. Previously, he was a project leader at the Boston Consulting Group. Dmitri ... (view full description)

Perry Rahbar

Chief Executive Officer
dv01

Perry Rahbar is founder and CEO of dv01, the reporting and analytics platform that provides institutional investors transparency into lending markets, starting with marketplace lending. He founded dv01 to solve the challenges he encountered during his decade-long career trading mortgage bonds at Bear Stearns (Managing Director, MBS trading) and J.P. Morgan (Executive Director, Co-Head of CMBS trading).   To date, dv01’s portfolio management software has provided investors insight into more than $30 billion of loans (>50% of total) from the biggest marketplace lenders, including LendingClub, Prosper, and SoFi. By offering unrivaled data transparency and integrity, dv01 aims to ... (view full description)

Terry Ritchie

Managing Director
BMO Capital Markets

Terry has been a Managing Director in the BMO Capital Markets’ Securitization Group for the past 15 years.  During this time he has worked as an originator and structurer on many public and private term ABS transactions and conduit ABCP transactions.  Terry has worked with a wide variety of asset classes, including auto and equipment leases and loans, dealer floorplan financing loans, residential mortgages, credit card receivables, daily car rental assets and trade receivables.   Prior to joining BMO Capital Markets, Terry was a partner with the law firm Davies Ward Phillips & Vineberg LLP in Toronto, Ontario.  During his time at Davies, Terry’s practice focused on corporate ... (view full description)

Dashiell Robinson

Managing Director
Wells Fargo Securities

No biography specified

Ricardo Rodriguez

Executive Director
Morgan Stanley

No biography specified

Pete Rogers

Managing Director
Wells Fargo Securities

Pete joined the Asset-Backed Finance Group of Wells Fargo Securities in 2005 and has over 18 years of structured finance experience. Currently, he originates and structures warehouse and term ABS transactions. His experience spans multiple asset classes including equipment, cell towers, billboards, whole business securitizations, ratepayer bonds, marine containers, railcars, and other operating and financial assets. Prior to joining Wells Fargo, Pete was a Principal for RBC Capital Markets where he was responsible for structuring a commercial paper conduit to warehouse student loan assets. Prior to that, Pete was a Director for National City’s (PNC) North Coast Funding ... (view full description)

Ari Rosenberg

Managing Director
Citigroup Global Markets Inc.

No biography specified

Amit Roy

Head, US CLO New Issue
Goldman Sachs

Amit Roy is a Vice President in the Securities division at Goldman Sachs and heads the US CLO New Issue business for the firm. He joined Goldman Sachs in 2001 and has been directly involved in structuring and placing over $40bn of securities backed by bank loans, high yield bonds, investment grade securities, private placements and emerging market securities.

Amit holds an MBA, with honors, from the Wharton School of Business at the University of Pennsylvania and S.B. degrees in Economics and Computer Science from the Massachusetts Institute of Technology.

Dirk Rueter

Partner
McCarthy Tetrault LLP

Dirk Rueter is a partner in the firm's Toronto office and co-head of its Structured Finance and Securitization Group in Toronto. His practice focuses on structured finance, including asset-backed financings, covered bond issuances and derivative transactions. Mr. Rueter's securitization practice covers a broad range of asset classes, including loans, leases, residential and commercial mortgages, trade receivables and stranded costs. He has extensive experience in both domestic and cross border public and private securitization transactions. Mr. Rueter has participated in and spoken at a number of industry conferences in Canada and the United States in the, areas of securitization and structu ... (view full description)

Craig Rydqvist

Head of Capital Markets
Varde Partners

Craig Rydqvist is a Managing Director of Värde and the Head of Capital Markets, maintaining relationships with lenders and providing debt advisory and execution support globally. Based in London, he joined the firm in 2014 to establish the Capital Markets function. Prior to joining Värde, Craig ran Structured Finance Origination and Structuring for the U.K. at the Royal Bank of Scotland where he established the bank and capital markets financing for SAV Credit/NewDay, a Värde investment. Prior to RBS, Craig worked in the Emerging Markets business of Barclays Capital and he began his career training as a Chartered Accountant in the Financial Sector practice at KPMG in London. ... (view full description)

Pete Sack

Managing Director
Credit Suisse

Peter Sack is a Managing Director at Credit Suisse. Mr. Sack co-heads the Real Estate and Mortgage Finance business in Credit Suisses Asset Finance unit.Credit Suisse was recently named Structured Finance House and Americas Structured Finance House of the year for 2013 by IFR. Mr. Sacks team led several innovative mortgage transactions in 2013, including acting as structuring lead on the first GSE credit risk transfer transaction (Freddie Macs STACR 2013-DN1), and joint lead on Fannie Maes subsequent CAS 2013-C01.Since 2012, Mr. Sack has been by far the largest bank issuer of jumbo mortgage securitizations, issuing 14 deals totaling over $5.5B, in addition to underwri ... (view full description)

Allison Salas

Director, Structured Finance - CLOs
Deutsche Asset & Wealth Management

Ms. Salas is a Director at Deutsche Asset and Wealth Management where she is a structured finance research analyst specializing in collateralized loan obligations and residential mortgage-related asset backed securities. In addition to making investment recommendations on CLOs for the global platform, Ms. Salas also works with the CLO management team to advise on structure, documentation and new issuance. Prior to joining Deutsche in 2005, she was a Director at FitchRatings responsible for rating Collateralized Debt Obligations and Residential Mortgage Backed Securities. Ms. Salas has BS in Finance from the University of Delaware and is CFA Charterholder. She has 16 years of industry e ... (view full description)

Chris Saltaformaggio

Director
New York Life Investors

Mr. Saltaformaggio is a Director in the Structured Products Group at NYL Investors and is responsible for investing in CLOs on behalf of the General Account and Third Party Portfolios. He also has experience investing in Asset Backed Securities as well as Short Term Interest Rate Securities. Mr. Saltaformaggio joined New York Life Investments in 2004 as an Assistant Trader and Portfolio Analyst in the High Yield Group until 2011. Prior to joining New York Life Investments, Mr. Saltaformaggio was an Associate at New York Life Insurance Company in the Variable Annuity business. Mr. Saltaformaggio received a B.A. in Economics from Seton Hall University and an M.B.A from Fordham University. ... (view full description)

Sarah Samson

Head of Securitisation
National Australia Bank

No biography specified

Prakash Santhana

Advisory Managing Director
Deloitte & Touche LLP

Prakash Santhana, Managing Director, Deloitte Advisory, leads the Payments Integrity work for financial services, retailers and service providers. He also co-leads the Deloitte Blockchain and Cryptocurrency community. He has worked in the fraud/risk management groups of large credit card issuers and payment startups for over 20 years.  He has extensive experience in mitigating fraud across payment types and channels, including mobile and online, and is currently working on a BigData/Machine Learning framework to detect cyber criminal activities targeting banks and financial institutions. He is also focused on deploying the blockchain infrastructure for entities across ... (view full description)

Patrick Sargent

Partner
Alston & Bird LLP

Patrick C. Sargent is a partner in the Finance Group of Alston & Bird LLP, located in their Dallas office.  He focuses on structured finance and capital markets transactions, including extensive experience in commercial real estate finance and securitization, collateralized mortgage obligations, and repurchase facilities, as well as structured financings of other diverse asset types.   He has represented issuers, underwriters, lenders, servicers, investors, and national credit rating agencies in public and private structured finance transactions and other debt and equity transactions.   Pat currently serves on the Board of Governors of the Commercial Real Estate Finance Council, having p ... (view full description)

Kate Scanlin

Senior Director
S&P Global Ratings

Kate Scanlin is a Senior Director in the Structured Finance group at S&P Global Ratings. She is currently the Analytical Manager for new issuance and surveillance of U.S. non-traditional securitizations. The group rates transactions backed by a variety of assets including aircraft, container and railcar leases; small business and timeshare loans; insurance-related receivables, tobacco settlement funds, intellectual property rights and renewable energy leases/loans. She is also a senior analyst for cash flow and hybrid collateral debt obligations. Before joining the Structured Credit group in 2003, Kate worked in S&P Global Ratings information Services, supporting Operatio ... (view full description)

Joe Scarborough

Co-host
MSNBC’s Morning Joe

Former Congressman Joe Scarborough (R-Fla.) is co-host of MSNBC’s Morning Joe alongside Mika Brzezinski—a show that Time Magazine calls “revolutionary.” Morning Joe features interviews with top newsmakers and in-depth analysis of the day’s biggest stories. The New York Times has ranked Morning Joe as one of today’s top morning news shows and has praised Joe and Mika's natural repartee and off-the-cuff commentary. The New Yorker has described the show as "appallingly entertaining.” In 2016, Joe, along with host Mika Brzezisnki, was inducted into the Cable Hall of Fame. Joe was named to the prestigious “Time 100” list of the world’s most influential people, and Vanity Fair named bo ... (view full description)

Julie Schlueter

Manager, Capital Markets
CNH Industrial Capital

Ms. Schlueter joined CNH Industrial N.V. in 2008, and is responsible for issuance of structured products and unsecured bonds for CNH Industrial and its captive finance subsidiary, CNH Industrial Capital LLC. CNHI (Case New Holland) is a major manufacturer of agricultural and construction equipment throughout the world. Ms. Schlueter is also the rating agency liasion for CNHI. CNHI Capital currently finances over $13 billion of equipment purchases, and has issued over $40 billion in asset-backed securities since 1992. Ms. Schlueter's responsibilities include the structured products in both the US and Canada. Ms. Schlueter began working in the securitization field in 1986, ... (view full description)

Serhan Secmen

Managing Director/Portfolio Manager
Napier Park Global

Serhan Secmen is a structured credit Portfolio Manager for Corporate Credit Strategies at Napier Park Global Capital (“Napier Park”). Mr. Secmen manages various vehicles that invest in structured credit instruments. Napier Park separated from Citigroup’s alternative investment arm, Citi Capital Advisors (“CCA”), in February 2013. Prior to joining CCA in August 2008, Serhan was a CLO trader at Lehman Brothers. Prior to his post at Lehman Brothers, he spent several years in Texas as a project manager focusing on special project financing. Since 2006, Serhan has also been involved in various industry forums and networks, including the investor ro ... (view full description)

Eric Shea

Executive Director
MUFG

Mr. Shea joined MUFG in December 2013. Mr. Shea has over 20 years of experience in Structured Products working with a broad mix of issuers across many structures (Loan, Bond, L/C, CDS, TRS & Repo) under a diverse set of circumstances (acquisition finance, corporate recapitalizations, distressed/rescue finance & short/long-term funding situations). Prior to joining MUFG, Mr. Shea formed his own advisory firm focused on the specialty finance sector and was the CRO for a subprime auto finance company.  Mr. Shea also worked at UBS where he was the co-head of the ABS Capital Markets & Financing Business in the U.S. Prior work experience also includes Deutsche Bank, Prudential Investme ... (view full description)

Julio Siberio

Portfolio Manager
PIMCO

Mr. Siberio is a vice president and portfolio manager in the Newport Beach office, focusing on commercial real estate related investments. He concentrates on debt investments, including whole loan, subordinate and mezzanine financing, and also has involvement in commercial mortgage-backed securities. Prior to joining PIMCO in 2013, he worked at Morgan Stanley as an associate in commercial real estate loan trading with an emphasis on new issue CMBS and CRE debt syndication. He has eight years of investment experience and holds an MBA from Harvard Business School. He received an undergraduate degree in economics from Northwestern University.

Gregg Silver

President & Chief Financial Officer
1st Financial Bank USA

Gregg Silver is President of 1st Financial Funding & Investment Corporation, a wholly-owned subsidiary of 1st Financial Bank USA, the nation's 31st largest credit card issuer. Since taking over this position in 1999, he has completed more than $5 billion worth of securitizations in more than 40 transactions. In 2010, Gregg was promoted to the position of Chief Financial Officer of 1st Financial Bank USA. He is responsible for all of the capital markets, funding and accounting functions for the bank.  Prior to joining 1st Financial, he ran the NY ABS department for The Dai-Ichi Kangyo Bank, Limited, now part of the Mizuho Financial Group, for 5.5 years. There he c ... (view full description)

Marc Simpson

Executive Director
JP Morgan Securities LLC

No biography specified

Guy Sindle

Managing Partner, Securitization
Deloitte & Touche LLP

Guy is a partner in the Advisory practice and leads the Securitization business. He oversees Deloittes transaction-related services, including asset level reviews, financial
projection modeling and financial technology. Guys experience includes mortgage-backed products in residential and commercial real estate, a variety of asset products ranging from automobiles to corporate loans, and more esoteric asset classes such as aircraft leases for both global and domestic clients. Guy also serves as the Global Securitization Leader of the Americas.
 

John Siris

Managing Director
Guggenheim Securities, LLC

John Siris has 15 years of experience in the structured products space. At Guggenheim Securities, Mr. Siris focuses on the origination of esoteric ABS assets including tax lien, PACE and real estate related transactions, energy efficiency ABS, whole business securitizations, entertainment transactions, and other IP and operating asset ABS.  Prior to joining Guggenheim Securities, Mr. Siris worked in Citigroup’s structured products origination team after positions at FTI Consulting and Ambac Assurance Corporation where he worked on esoteric asset backed financings and corporate and ABS restructurings. Mr. Siris began his career as an attorney at Cadwalader, Wickersham & Taft.  ... (view full description)

Cecil Smart

Senior Director
Kroll Bond Rating Agency

Cecil Smart, Jr. is a Senior Director covering commercial and non-traditional ABS at Kroll Bond Rating Agency Inc.  At Kroll, Cecil covers transactions in various asset classes including residential and commercial solar, PACE, and cable distribution and broadcast television rights. 
Prior to joining Kroll, Cecil was a consultant providing structural alternatives for mortality based transactions.  Prior to that, he was a vice president at DZ Bank specializing in structured credit transactions for non-traditional assets and first time entrants to the capital markets. 

Val Srinivas

Research Leader, Banking & Securities
Deloitte Services LP

Val Srinivas is the Banking & Securities Research Leader at the Deloitte Center for Financial Services. Before joining Deloitte, he was the Head of Marketing Strategy in the institutional advisory group at Morgan Stanley Investment Management. Prior to Morgan Stanley, Val spent more than nine years leading the global market research and competitive intelligence function at Standard & Poor’s. Val received his Ph.D. in Marketing from Rutgers University.

David Staley

Vice President, Capital Markets
Prosper

 Dave Staley is VP of Capital Markets at Prosper Marketplace where he is responsible for growing Prosper’s funding base and ensuring a positive experience for all Prosper’s institutional investors.   Dave brings 25 years experience in financial services expanding and strengthening Fixed Income sales platforms for top tier financial institutions. Prior to Prosper Marketplace, Dave spent six years at Barclays where he was Managing Director and Head of West Coast Securitized Product Sales and Trade Capture Unit teams. Prior to Barclays, he spent 18 years at Lehman Brothers in various roles, including Senior Vice President of Sales in charge of all major institutional acc ... (view full description)

Ryan Stark

Managing Director
Deutsche Bank

Ryan has been in the Structured Credit Group at Deutsche Bank for 17 years with management duties including overseeing all aspects of the residential and small balance commercial mortgage business including term securitizations, warehouse lending, M&A and advisory assignments and distressed whole loan purchases for the United States and Canada. He has particular expertise in the non-agency, sub/non-performing, REO and single family rental sectors and has clients ranging from US government agencies to specialty finance companies, REITs, hedge funds, private equity firms and large banks. Prior to joining Deutsche Bank, Ryan worked for 2 years at PaineWebber in the Municipal ... (view full description)

Craig Stein

Partner
Schulte Roth & Zabel

Craig Stein is a partner with Schulte Roth & Zabel and co-head of the firm’s Structured Finance & Derivatives Group. His practice focuses on structured finance and asset-backed transactions, as well as swaps and other derivative products, including credit- and fund-linked derivatives, prime brokerage and customer trading agreements. He represents issuers, underwriters, collateral managers and portfolio purchasers in public and private structured financings, including collateralized loan obligations (CLOs).   Craig has been recognized by Chambers USA: America’s Leading Lawyers for Business, which noted that satisfied clients praised him for his “very broad knowledge of the ... (view full description)

Andrew Stein

Senior Vice President
East West Bank

Mr. Andrew Stein is a Senior Vice President, Director of Commercial Banking Eastern Region at East West Bank. With over $33 billion in assets, East West Bank is one of the 25 largest public banks in the U.S. Andrew currently serves as the Head of Specialty Finance and is responsible in managing a team of lenders in middle market ABL, project finance, specialty finance and private equity sponsored leveraged finance markets. Andrew has over 20 years of proven track record in originating and executing structured senior secured lending facilities including leases (small-mid ticket, captives, fleets), ABL/factoring, mortgage servicing, venture debt, insurance premium finance, structur ... (view full description)

Jeffrey Stern

Partner
Winston & Strawn LLP

Jeffrey Stern, a partner in Winston & Strawn LLP’s New York office and co-chair of the firm’s Structured Finance Practice, has more than 20 years of experience in structured finance and derivatives and has completed asset-based financings, securitizations, structured credit transactions, and derivatives transactions involving an exceptionally wide range of asset types. His practice includes energy structured finance (including commercial and residential PACE finance), derivatives documentation, collateralized loan obligations (CLOs), marketplace lending platforms, structured funds, cross-border trade receivables and commodity financings, structured insurance financings, and funding/advis ... (view full description)

Eli Stern

Principal
EY

Eli Stern is a New York-based Principal in Ernst & Young LLP’s Structured Finance Advisory Services (SFAS) practice. Eli has 18 years of experience in the securitization market and has worked on all major asset classes:  residential mortgage-backed securities (RMBS), asset-back securities (ABS), commercial mortgage-backed securities (CMBS) and collateralized debt obligations (CDOs). Eli leads the RMBS/ABS Transaction Team and Analytics Team within SFAS, as well as the Securitization Regulatory Reform initiative within EY. Eli leads the issuance of agreed-upon procedures reports for RMBS and ABS and oversees the structuring team that supports all of SFAS.   ... (view full description)

Todd Stillerman

Assistant General Counsel & Director
Bank of America Merrill Lynch

Todd is an Assistant General Counsel for BofA Merrill Lynch’s Fixed Income group, which includes asset backed- and mortgage backed-securitization, origination and servicing for securitized commercial real estate loans, and other structured finance products. He is also a part in BofA Merrill Lynch internal team for implementation of regulatory reforms under the Dodd-Frank Act and Regulation AB II. Todd is a graduate of Wake Forest University and Harvard Law School. He is a member of the Bank of America Legal Department’s Pro Bono Committee and its Diversity & Inclusion Business Council. He is currently a board member for Legal Services of Southern Piedmont and is a past chair of the Me ... (view full description)

Stephen Stites

Vice President, Structured Finance
Goldman Sachs

Stephen is a vice president on the Structured Finance-Corporate desk in the Americas Financing Group in New York where he focuses on the origination, structuring and execution of asset-based finance transactions in the Technology, Media and Telecom sectors. He joined Goldman Sachs in 2010.

Prior to joining the firm, Stephen was an attorney at Paul, Weiss, Rifkind, Wharton & Garrison LLP in New York where he specialized in corporate and structured finance transactions for a variety of investment banking and corporate clients.

Stephen earned a JD from George Washington University Law School and a BA from the University of Washington.
 

Mary Stone

Managing Director
Bank of America Merrill Lynch

Mary Stone (Bank of America Merrill Lynch, Managing Director, Head of RMBS Securitization and Advisory): Ms. Stone joined BofA Merrill’s Mortgage Finance group in 2009 where she is responsible for the residential mortgage securitization and advisory business. Ms. Stone manages a banking team responsible for structuring and executing mortgage transactions tailored to accommodate the needs of their clients. Prior to BofA Merrill, Ms. Stone was a Senior Vice President in the Lehman Brothers residential mortgage securitization team. Prior to joining Lehman Brothers, Ms. Stone worked in the securitization advisory practice at Pricewat ... (view full description)

Leo Subler

Senior Vice President Capital Markets
Sallie Mae

Leo Subler is Senior Vice President, Treasury and Capital Markets at Sallie Mae Bank, where he manages its private education loan securitization program. Leo served in the same capacity at legacy Sallie Mae prior to its spinoff of Navient.

Prior to joining Sallie Mae, he worked in various securities underwriting, structured finance and leveraged finance positions at First Chicago and Banc One. He currently serves on the Board of Directors of SFIG. He holds a bachelors in economics from Dickinson College and an MBA from Duke University. Go Devils.

Charles Sweet

Practice Development Leader, Structured Transactions
Morgan, Lewis & Bockius LLP

Charles A. (Charlie) Sweet serves as the practice development leader of the firm’s structured transactions group. His securitization experience encompasses a wide variety of asset classes, including automobile loans and leases, student loans, marketplace loans, and residential mortgages, and he has been involved in many innovative transactions and structures. Charlie advises clients on the federal laws and regulations affecting asset-backed securities and other structured finance products. He has represented financial industry groups in their responses to many of the regulatory changes in this area since the financial crisis, including Regulation AB II and the Dodd-Frank credit risk retentio ... (view full description)

Laura Swihart

Partner
Dechert LLP

Laura Swihart, a partner in Dechert's global finance practice, focuses on commercial real estate finance and securitization matters. Ms. Swihart regularly represents issuers, underwriters, mortgage loan sellers and subordinate bond buyers in connection with commercial mortgage backed securitization transactions. She has represented joint ventures and entities in connection with the creation of commercial mortgage loan origination platforms, including the negotiation of organizational documents, the creation of internal underwriting and closing processes and the creation of form closing documents. In addition, Ms. Swihart has represented financial institutions and funds as both se ... (view full description)

Dana Syracuse

Senior Counsel
Perkins Coie

Dana Syracuse concentrates his practice in the blockchain, fintech, e-commerce and financial services sectors, working with clients on regulatory, business and product counseling, cyber and data security and enforcement concerns. Dana is the former associate general counsel for the New York Department of Financial Services (NYDFS) and a leading figure in the development of the country’s first comprehensive digital currency regulation. He works with a range of fintech and digital business clients on federal and state regulatory, compliance and enforcement matters, complex bank regulatory issues, including, privacy, data and cyber security, anti-money laundering, Bank Secrecy Act and Know-Your ... (view full description)

Susan Thomas

Associate General Counsel
Ford Motor Credit

Susan Thomas is the Associate General Counsel of Ford Motor Credit Company LLC where she oversees all legal aspects of Ford Credit’s securitization and structured financing programs globally.  During her nearly 15 years at Ford Credit, she has guided the company through a period of unprecedented expansion of securitization and asset-based funding, surviving both the recent credit crisis and the new regulatory landscape impacting securitization. She also serves as the Corporate Secretary.    Prior to joining Ford in 2001, Susan was a partner at the Washington, D.C. office of a top 100 law firm, where she had a varied corporate and finance practice, inc ... (view full description)

Eric Thompson

Senior Managing Director
Kroll Bond Rating Agency Inc

Eric Thompson is a Senior Managing Director in the CMBS group at Kroll Bond Rating Agency, Inc.  Prior to joining Kroll, Eric was a Managing Director and Lead Analytical Manager for U.S. CMBS Surveillance at Standard & Poor’s.

Eric is an active member of the Commercial Real Estate Finance Council (CREFC) and has chaired several working groups and committees for the organization.

Prior to working in Structured Finance Eric worked in the accounting field. He received a BS in accounting from Rutgers University and is a CPA.

Chuck Thompson

President and Founder
Blockchain Consulting

No biography specified

Haan Ti

Executive Director
MUFG

Haan is an Executive Director at MUFG Securities, where he heads the ABS business in Australia and New Zealand. He is responsible for originating, structuring and distributing RMBS and ABS securities across MUFG’s global distribution network (including Australia, New Zealand, Asia, Japan, the Americas and Europe). Haan has over 10 years of experience in the Australian securitization industry, most recently as a Director in Westpac where he was responsible for all public RMBS/ABS bond origination, syndicate and execution, as well as managing the largest ABCP program in Australia. Prior to Westpac, he was with the Debt Capital Markets team at HSBC Bank Australia Limited covering Financial Inst ... (view full description)

Josh Tonderys

President
Marlette Funding

Josh Tonderys is the President of Marlette Funding, a technology enabled consumer lending platform. Josh is responsible for leading credit, marketing, operations and new products. Josh joined Marlette with more than 16 years of experience in financial services, having most recently served as COO and CRO at Prosper.

Before joining Prosper, Josh was Senior Director at Barclaycard US, responsible for the Open Market credit card business. Prior to Barclaycard, Josh held various credit risk roles at BankOne, now Chase Card Services.
 
Josh earned a MBA from UNC at Chapel Hill and a B.A. in Economics from Hobart College.

Gregory Tsang

Director
Wells Fargo

No biography specified

Frank Turner

Chief Investment Officer
Direct Lending Investments

Mr. Turner joined Direct Lending Investments in October 2016 after 16 years of leadership roles in alternative investment management, structured finance, and commercial and consumer banking strategy. Mr. Turner oversees the strategic and tactical direction of our investment program. His responsibilities include executing initial and ongoing due diligence of investments; assisting portfolio investments or originators with firm initiatives and underwriting; analyzing the current portfolio to assess performance drivers and risk factors; and participating in investment decisions as a member of the investment committee. A constant leader in financial innovation throughout his career, ... (view full description)

Andrew Twyford

Group Head of Debt Capital Markets
Pepper

Andrew is the Group Head of Debt Capital Markets at Pepper where he is responsible for managing the Group's global investor base with respect to public, private and bespoke structured opportunities from Pepper's businesses in Australia, Europe and Asia and structuring investment offerings to meet those investor’s needs.
 
In his various roles at both Bank and Non Banks in Australia, Andrew has in excess of 15 years of experience as an issuer in the global capital markets. 

Bill Ullman

Chief Commercial Officer
Orchard Platform

Bill has more than 20 years of financial services experience as an investment banker, operating executive, investment manager and board member. Prior to starting his own firm, Right Wall Capital Management, LLC in 2006, Bill was a senior banker and executive at Merrill Lynch and Bear Stearns, respectively. Bill has served as an advisor to and “angel” investor in a select group of FinTech companies. At Orchard, Bill is responsible for global revenue generation and strategic management of the sales, client services and marketing teams. He also oversees the commercial strategy of Orchard’s products, including Orchard’s online loan marketplace. Bill‘s board positions include Van Eck Global ... (view full description)

Angela Ulum

Partner
Mayer Brown LLP

Angela Ulum concentrates her practice in structured finance. She is experienced in representing issuers, borrowers, and commercial and investment banks in a variety of securitization and other structured finance transactions. She has represented clients in private and public asset-backed securities offerings, commercial paper-funded facilities and other forms of financing involving a wide variety of assets, including auto leases, auto loans, equipment leases, home equity loans and trade receivables. According to Chambers USA, Angela "is an 'up-and-coming presence in the auto loan space,' sources say. She also has expertise on transactio ... (view full description)

Jerry van Koolbergen

Managing Director
DBRS, Inc.

Jerry van Koolbergen is the Managing Director responsible for Structured Credit at DBRS. In this role, he oversees US and European teams rating CLOs, CLO warehouses, direct origination funds, leveraged loan funds, CFOs of private equity, SME CLOs, CLNs, ABCP, trade receivables, subscription loans, special projects and surveillance. He also oversees credit estimates, ratings for SMEs and high yield middle market corporates, and new product development. Mr. van Koolbergen joined DBRS in 2008. Prior to DBRS, Mr. van Koolbergen was an Executive Director for Morgan Stanley in 2006, and a Vice President for JPMorgan from 1998-2006 responsible for CLO structuring and origination. ... (view full description)

Paul Vanderslice

Managing Director
Citi

No biography specified

Tim Vara

Managing Director
BNY Mellon

Tim manages the Financial Institutions Group for Corporate Trust’s US Region. The FI Group services fixed income assets for banks, investment management firms, hedge funds, private equity funds and other financial groups. Products and services include CLO/CDOs, asset backed securities, mortgage-backed securities, custody, collateral services, loan administration and document custody. Prior to managing the FI group, Tim was the Global Head of the Corporate Trust Transaction Management Group (“TMG”), where he managed a team responsible for reviewing, negotiating and closing new transactions. Previously, Tim served in a dual role as President of the Bank of New York Mellon Trust Com ... (view full description)

Amir Vardi

Managing Director, Structured Products Portfolio Manager
Credit Suisse Asset Management

Mr. Vardi is a Managing Director of CSAM, based in New York. Mr. Vardi is a Portfolio Manager for CIG,responsible for analyzing, trading, and managing structured products. In addition, Mr. Vardi runs the new issue CLO formation efforts for CIG. Mr. Vardi began his career in leveraged finance research – portfolio strategy at Credit Suisse First Boston. Subsequent to his work in that group, Mr. Vardi was a founding member of the Leveraged Finance Strategy and Portfolio Products team at Credit Suisse. Mr. Vardi received his BS and BA from the Wharton School of the University of Pennsylvania where he graduated summa cum laude from a dual-degree program

Frank Vetrano

Supervisory Financial Analyst
FHFA

Mr. Vetrano has more than 35 years of experience managing credit risk for large mortgage portfolios.  In his current role as a Supervisory Financial Analyst at FHFA, Mr. Vetrano is responsible for shaping public policy related to Fannie Mae and Freddie Mac’s Credit Risk Transfer programs.  Before taking on his current position, Mr. Vetrano was Chief Risk Officer at FHA, where he was responsible for executing strategies to turn around FHA’s troubled $1 trillion mortgage portfolio.  Mr. Vetrano also served as Senior Vice President for Risk Management at Radian Guaranty during the aftermath of the financial crisis.  Mr. Vetrano began his credit risk management career at Freddie Mac, where he wa ... (view full description)

Medita Vucic

Director, Financial Institutions Relationship Management
BNY Mellon

Medita A. Vucic is a Group Manager for U.S. Financial Institutions within BNY Mellon’s Corporate Trust division. She manages a team of sales and relationship managers who provide Corporate Trust solutions to banks, hedge funds, investment managers and private equity firms across the U.S.   Prior to her current role, Medita was responsible for the U.S. Corporate and Canada Transaction Management Group. The group was responsible for reviewing, negotiating and executing transaction documents for corporate and structured finance debt. Before that, Medita held positions in Global Client Management, Treasury Services and Corporate Risk Management.   In 2009, Medita was the ... (view full description)

Tracy Wan

Senior Director
Fitch Ratings

Tracy Wan, CFA, is currently a Senior Director with Fitch Ratings, leading the rating process for ABS transactions backed by consumer assets. Tracy has ten years’ experiences in ABS covering various asset classes. Her current responsibilities include leading new rating process for student loan and unsecured consumer lending ABS, monitoring a diversified ABS portfolio, overseeing criteria and model development, and providing timely commentaries to market in response to credit events or market changes.   Prior to joining Fitch, Tracy was a vice president in the credit card division at Citigroup, where she rotated among several teams, but primarily in credit-risk management function ... (view full description)

Dave Webb

Director, Funding
Ford Motor Company

No biography specified

Alex Wei

Senior Vice President
Macquarie Asset Management

Alex Wei rejoined Macquarie Asset Management/Delaware Investments in April 2013 to analyze fixed income investment quantitatively, with emphasis on structured credit securities including CLO, MBS and ABS. He worked at Delaware Investments from May 2001 to July 2012, when he was head of structured credit investments and chief quantitative analyst. He played a leading role in managing the firm’s structured credit business during his tenure with the firm. Previously, he was vice president and head of structured products at Conseco Capital Management where he worked for five years, specializing in quantitative analysis of structured securities and derivatives. Earlier in his career, ... (view full description)

Neil Weidner

Partner
Cadwalader, Wickersham & Taft LLP

Neil Weidner's practice is concentrated in the areas of securitization, structured finance, and derivative financial products. Neil represents underwriters, issuers, institutional investors, collateral managers, and sponsors in a wide range of matters involving the securitization or re-packaging of traditional and non-traditional assets. He has extensive experience in the area of CLOs/CDOs, using "cash flow," "market value," and hybrid structures. Neil actively advises clients on the formation and offering of interests in credit funds and similar type funds, formed to target investment opportunities created by the current turmoil in the global credit markets. He also practices in the area of ... (view full description)

Chuck Weilamann

Managing Director
DBRS, Inc.

Chuck Weilamann is currently a Managing Director with DBRS, Inc. providing credit ratings for U.S. and international structured finance transactions in the consumer, commercial and esoteric asset-backed sectors.  Prior to his position at DBRS, Chuck was a Partner at WoodLake Advisors, LLC, an independent financial advisor focused on providing advisory services to clients in energy infrastructure, securitization, leasing and project finance.  Prior to founding WoodLake Advisors, Chuck was a Vice President at Credit Suisse Securities (USA) LLC, where he was been responsible for the underwriting of products collateralized by esoteric assets valued at over $10 billion, in ... (view full description)

Darrell Wheeler

Managing Director
S&P Global Ratings

Darrell Wheeler is Head of Research for Global Structured Finance at S&P Global.  In his role, Mr. Wheeler and his team analyze and write research on collateral, markets and structured finance bond structures for S&P Global’s institutional investors.   Mr. Wheeler joined S&P Global Ratings in May 2015 from Amherst Pierpoint Securities where he led CMBS strategy and modeling initiatives from the firm’s New York office. Before joining Amherst in early 2010, Mr. Wheeler served as Managing Director at Citigroup’s Global Corporate and Investment Bank, and as Global Head of Securitized Strategy and Analysis, managing Citigroup’s global ABS research team and serving as its l ... (view full description)

Stephen Whelan

Partner
Blank Rome LLP

Stephen T. Whelan is a partner in the New York office of law firm Blank Rome LLP, where he concentrates his practice on lease financings, securitization, energy finance and secured lending.  Mr. Whelan is a graduate of Princeton University and Harvard Law School, has been a member of the ELFA Board of Directors and Legal Committee, Chair of the American Bar Association Subcommittee on Leasing, and a Visiting Lecturer on constitutional law at Princeton University. Steve represents lenders, lessors, trustees, credit enhancers and arrangers in lease financings for aircraft, railcar, vehicle, maritime, medical, business, energy, and telecommunications equipment, as well as industrial ... (view full description)

Eric Wiedelman

Managing Director
JP Morgan Securities LLC

Biography: Eric is the head of JPMorgan's industry leading banking team covering the consumer loan, credit card, and student loan sectors. His team is responsible for originating and structuring ABS & Covered Bond transactions,  as well as providing asset backed financing to these sectors.  This team also advises on loan portfolio sales and acquisitions, having been involved in many of the largest transactions within those sectors.  He is responsible for many innovative solutions in the asset-backed market, as well as having been the lead on many strategic advisory roles.   Eric has been with JPMorgan, or predecessor firms, since 1995.  He has a BS in F ... (view full description)

Brian Wiele

Managing Director
Barclays

No biography specified

James Wiemken

Executive Managing Director
S&P Global Ratings

James M. Wiemken is Executive Managing Director for S&P Global Ratings. Based in New York, he has responsibility for Structured Finance Ratings globally. Jim is a member of the S&P Global Ratings Services Leadership Team.   Jim joined Standard & Poor’s in 1997 and has held lead analytical manager positions in both U.S. public finance and European structured finance. Previously, Jim was a member of Standard & Poor’s Analytics Policy Board and the global criteria officer for international public finance and U.S. public finance ratings, based in London.   Before joining S&P Global, Jim was a regional economist at the Federal Reserve Bank of Richmond, ... (view full description)

Andreas Wilgen

Managing Director
Fitch Ratings

Andreas Wilgen is a managing director and co-head of Fitch Ratings’ asset-backed securities group, focused on the student loan, ABCP, credit card and unsecured consumer loan sectors. In his role, Andreas is responsible for managing the New York and Chicago-based staffs; overseeing criteria, research, analytical development and interacting with a variety of market participants, particularly investors. Prior to his current role Andreas was the Head of EMEA ABS for Fitch in London, with a focus consumer and commercial ABS, Asset Backed Commercial Paper conduits, auto related securitisation and securitisations from EMEA emerging markets. Andreas began his career at Fitch ... (view full description)

Evan Wilkoff

Executive Vice President - Capital Markets
Ascentium Capital LLC

Evan is Executive Vice President and Head of Capital Markets, overseeing all aspects of funding for Ascentium Capital. Evan has over 20 years of capital markets and equipment finance experience, previously working as a director in the asset-backed finance group of Wells Fargo Securities where he oversaw financing and securitizing for equipment lessors.

Evan also started-up and ran his own small-ticket equipment leasing company and, subsequent to the sale of that company, was Treasurer for a private-label, financial services company specializing in equipment finance.

Evan earned a B.S. in Systems Engineering at the University of Virginia.

Joshua Wilsusen

Executive Director
Morgan Stanley

No biography specified

Cory Wishengrad

Head of Structured Products Origination
Guggenheim Securities

Cory Wishengrad has over 15 years of experience in the structured products space   Mr. Wishengrad is a market leader in whole business securitization and the securitization of a wide range of esoteric assets, structuring and leading numerous landmark deals such as the $2.6 billion Dunkin’ Brands, $2.425 billion Wendy’s, $1.675 billion Domino's Pizza, $1.4 billion DineEquity and $1.15 billion CKE Restaurants (Hardee's/Carl's Jr.) whole business securitizations, the $1.1 billion Iconix (2012/2013) brand licensing securitization program, the $1.8 billion American Tower (2013) and $1.33 billion SBA Communications (2013) wireles ... (view full description)

Jon Wishnia

Partner
Lowenstein Sandler LLP

Jonathan Wishnia is one of the nations leading corporate financing attorneys focusing in mortgage finance and receivables securitization. Jonathan has extensive experience advising clients on matters including the trading and financing of whole loans and servicing rights, the servicing of mortgage loans, and the securitization of various asset classes. Additionally, Mr. Wishnia counsels clients on secured and unsecured credit facilities, asset purchases and sales, mergers and acquisitions and other general capital markets matters. As a leader in this field, Mr. Wishnia has been recognized in Chambers USA in the area of Capital Markets: Securitization. Mr. Wishnias practice includes the re ... (view full description)

Calvin Wong

Chief Credit Officer
Morningstar Credit Ratings, LLC

Calvin Wong is chief credit officer for Morningstar Credit Ratings, LLC. He is primarily responsible for overseeing the review and approval process for analytical methodologies for Morningstar’s structured credit research and ratings business. Before joining Morningstar in 2014, Wong was practice criteria officer for global residential mortgage-backed securities for Standard & Poor's. Wong began his 24-year career at Standard & Poor’s as an analyst for asset-backed securities (ABS) and went on to hold various analytical management positions in ABS. He later became S&P's Asia-Pacific regional practice leader for Structured Finance Ratings and Corporate Governance Services in Hong Kong. Upon ... (view full description)

Matt Wong

Chief Executive Officer
Liquidaty

Matt founded Liquidaty in 2014 to automate complex data tasks (aka "monkey work"). Liquidaty products include a platform for analyzing residential mortgage data, which can, for example, automatically receive emails, crack tapes, fetch updated property values, run pricing models (internal, third party or both), create stratifications and offering document descriptions, and email all of that back to the sender within a few minutes.   Prior to founding Liquidaty, Matt was a structured finance investment banker at JPMorgan for 10 years, where he led over $70 billion of securities origination and advised clients on bank M&A transactions & portfolio valuations. While at JPMorga ... (view full description)

Aaron Wright

Associate Clinical Professor
Cardozo Law

Professor Cardozo Law School; Director of the Cardozo Blockchain Project;  Professor Wright is a clinical professor at Cardozo Law School and director of the school’s Blockchain Project – an initiative which is examining the legal and policy implications generated by blockchain technology. He has a forthcoming book about blockchain technology and the law (co-authored with Primavera De Fillipi) under contract with Harvard University Press.   Before joining Cardozo’s faculty, Professor Wright sold a company to Wikia, Inc., the for-profit sister project of Wikipedia, where he ran Wikia’s New York office, served as General Counsel and Vice President of Product and Busines ... (view full description)

John Wu

Managing Director
Seix Advisors

John Wu is the Managing Director of Structured Capital Markets at Seix Advisors LLC.  He is responsible for Seix’s structured credit investments and CLO issuances.  From 2012 to Sep 2015, he was a Head of Structured Products and Senior Portfolio Manager at CIFC Asset Management, where he oversaw the firm’s structured product investments.  Prior to CIFC, John was the Head of CLO banking at UBS from 2011-2012.  He also oversaw the US CLO structuring business at Deutsche Bank from 2008-2010, and was the head of Asset Side New Products at CICC from 2010-2011.  John started his investment career at Sanford Bernstein and worked at Gol ... (view full description)

Ed Wu

Director, Loan Originations
Revere Capital

Ed serves as Director of Loan Originations at Revere Capital, with a focus on sourcing, originating and underwriting real and financial asset based loans, in the $10M-$30M size range.  His prior experience includes stints in investment banking with Salomon Smith Barney, Merrill Lynch, and Bryant Park Capital, primarily focused on advising in M&A and restructuring transactions in a range of industries and transaction types, including cash and stock mergers, LBOs, restructurings and reorganizations; as well as IPOs, follow-on offerings and debt placements such as ABL revolving credit facilities and senior & subordinated term loans.  After serving as an investment banking advisor for se ... (view full description)

Kishore Yalamanchili

Investment Senior Vice President
Prudential Insurance Company of America

Kishore K. Yalamanchili, CFA is an Investment Senior Vice President at the Prudential Insurance Company. He has over 19 years of financial markets experience. Prior to joining Prudential, Dr. Yalamanchili was Senior PM and Head of Securitzed Assets Research at Karya Capital Management from 2012 to 2015. He was also a Managing Director and Head of Securitized Assets Research and Trading at BlackRock from 2005 to 2011. At BlackRock he was a portfolio manager for distressed mortgage, TALF, and PPIP funds and also managed securitized asset holdings across the firm's portfolios. Prior to joining BlackRock in 2005, Dr. Yalamanchili was a Senior Vice President and portfolio ... (view full description)

Al Yoon

Senior Reporter
Debtwire

Al Yoon is a senior reporter at Debtwire ABS where he closely follows residential credit including lending, the paths to securitization and trading. He accepted the role at Debtwire in 2014 after a dozen years of following Fannie Mae, Freddie Mac and structured finance at The Wall Street Journal, Reuters and Bloomberg, where in 2005 he was exposing early cracks in subprime mortgages. Al graduated from Lehigh University and cut his teeth in the news business at The Easton (Penna.) Express and his hometown newspaper, The Lakeville (Conn.) Journal.
 

Gary Zhu

Cross-Sector Strategist
Wells Fargo

 Gary Zhu, CFA, is a Vice President in the Structured Products Research group and covers cross-sector strategy. Before joining Wells Fargo, Gary was a structured products trader at Genworth, where he co-managed ~$10 billion of ABS, CMBS and RMBS investments. He started his career in 2007 as a Finance Management Program (FMP) analyst at Genworth, where he had held multiple roles across investments and corporate finance. Gary graduated summa cum laude and with University Honors from Virginia Commonwealth University (VCU), where he was a member of the school’s alumni board. He is a mentor in the Commercial Real Estate Finance Council (CREFC) mentorship program. ... (view full description)

Jon Claude Zucconi

Managing Director
Credit Suisse

Jon-Claude Zucconi is a Managing Director of Credit Suisse in the Investment Banking division, based in New York. Within Asset Finance, he is responsible for Consumer ABS Origination and Structuring.

Mr. Zucconi joined Credit Suisse in May 2011 after nine years at Barclays Capital, where he was a Director in the Securitized Products Origination Group. Prior to that, Mr. Zucconi worked at Salomon Smith Barney for two years in the Global Securitized Products group.

Mr. Zucconi holds a B.A. in Political Science/International Relations from Columbia University in the city of New York.
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*Anti-Hacking. You expressly agree not to use or attempt to use any "virus," "spyware," "malware," "adware," "Trojan horse" "deep-link," "scraper," "bot," "spider," "data-mining," "computer code" or any other automated device, program, tool, algorithm, process, or methodology or manual process having similar processes or functionality, to access, acquire, copy, or monitor any portion of this website or content. You also agree not to obtain or attempt to obtain through any means any materials or information on the website that have not been intentionally made available either by their public display on the Web Site or through their accessibility by a visible link or portal. You further agree not to violate the security of the website or attempt to gain unauthorized access to the website, data, materials, information, computer systems or networks connected to any server, through hacking, password mining or any other method.

*No Linkage. You expressly agree not to link or attempt to link to this website or the web pages contained herein.

*Third Party Information. Some of the information you access here is the property of third parties, made available here with the express permission of those third parties. IMN is not responsible for the content of any third party information provided on this website. You are cautioned that any further use of that information by you may be subject to the rights of those third parties and you may be required to obtain a license to use any such information. Failure to obtain third party permission may be a violation of federal law. You should contact the third party provider of the information to ascertain the requirements for using the information.

*Copyright and Trademarks. The layout of the website pages, graphics and pictures used and the collection of individual contributions are protected by copyright. All copyrights belong either to IMN, the third-party content providers or both. Either IMN or the third-party content providers own all trademarks and service marks depicted here.

*Indemnification. You agree to indemnify hold harmless and defend IMN, including our employees, officers, agents and contractors and our related entities and their employees, officers, partners, agents and contractors ("Indemnified") and continue to keep the Indemnified indemnified from and against any actions, proceedings, claims, demands, costs (on a full indemnity basis including, without limitation, reasonable legal and accounting fees) brought or made against the Indemnified by any person arising in connection with your use of the Website or content, or a breach of your representations and warranties in the Terms and Conditions of Use or this Agreement, or your violation of any of the Terms and Conditions of Use or this Agreement or any other activity in which you engage on or through, and from and against any damage, loss(whether personal or property, and whether direct or consequential, including without limitation consequential financial loss), cost or expense suffered or incurred by any Indemnified as a direct or indirect consequence thereof.

*Changes in Terms and Conditions. IMN may at any time revise the terms and conditions by which you may access the website or use IMN products or services. By using this website and IMN products and services, you agree to be bound by any such revisions and should therefore periodically visit this page to determine the then current version of this document.

*Limitation of Liability. Neither we, nor any of our suppliers, officers, employees, partners, affiliates, subsidiaries, successors and assigns, agents or representatives (our "Representatives") will be liable to you for:

(a) any incidental, punitive, indirect, special or consequential damage, loss or expenses, including but not limited to any loss of business, contracts, revenue, or profits, any business interruption, security breach, loss of data, loss of goodwill or reputation or other pecuniary loss suffered by you, even if we or any of our Representatives have been advised of their possible existence; nor? (b) any direct damage loss or expenses arising from loss of customers, loss of profits, loss of anticipated profits or loss of savings.

*Termination. You may terminate this Agreement, for any or no reason, at any time, when IMN receives notice from you. IMN may terminate the Agreement and your account for any reason or no reason, at any time, with or without notice. This cancellation shall be effective immediately or as may be specified in the notice and may include disabling your current and future access to DirectConnect. IMN may also suspend or terminate this Agreement if you invite other users with whom you do not know to connect; abuse the any DirectConnect messaging services; creating multiple or false profiles; infringe on any intellectual property rights, violating any provisions in this Agreement, disparage IMN or its executives, Board members, affiliates, staff or other related entities or persons, or exhibit any other behavior that IMN, in its sole discretion, deems contrary to the purpose of the website.

*No Waiver. Failure by either party to exercise any right or remedy under these Terms does not constitute a waiver of that right or remedy.

*Entire Agreement. These terms (including any terms incorporated by reference in these terms), constitute the entire agreement between you and us with respect to your access to and use of the website or receipt of any service and supersede all prior agreements, negotiations and discussions between you and us relating to the same.

*Law and Jurisdiction. Where you visit, register and/or subscribe to a this site or related service (as indicated on this website or otherwise notified to you), these terms (and any dispute or claim arising out of or in connection with these terms, including non-contractual disputes or claims), to the maximum extent permissible under the law of the territory that you are located in, will be governed by the laws of the State of New York. Any action to enforce these terms shall be brought in a federal court or a state court located in the state of New York, county of New York, and you agree to submit yourself to the personal jurisdiction of those courts in any such action.

*Force Majeure. We shall not be deemed to be in breach of these Terms by reason of any delay in performing, or any failure to perform any service or our obligations in relation to these Terms, if the delay or failure was due to any cause beyond our reasonable control, including but not limited to acts of God, explosions, floods, fire or accident, war or threat of war, terrorism or threat of terrorism, sabotage, civil disturbance, epidemics, prohibitions or measures of any kind on the part of any governmental, parliamentary or local authority, import or export regulations or embargoes, or industrial actions or trade disputes (whether involving our employees or of third parties).

*Severability. If any provision of these Terms is found to be wholly or partially invalid, void or unenforceable by any court having competent jurisdiction or by virtue of any legislation or any other reason, that provision shall be invalid, void or unenforceable to that extent only and no further and the validity and enforceability of the remaining provisions of these Terms shall not be affected.

*Notices. Any notice given pursuant to these Terms shall be made by email or first class post, in the case of you, to the address provided on your registration form and, in the case of us, to the address posted on the website or otherwise notified to you in relation to any relevant service. Any such notice shall be deemed to have arrived if sent by post within three (3) days of posting and if sent by email at the time of transmission.

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