ABS and Structured Finance Summit 2021

Virtual
May 11, 2021 - May 12, 2021

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Following travel guidance from the CDC, and the continued growth of the Covid-19 outbreak around the world and in the United States, Opal’s ABS and Structured Finance Summit Outlook will be hosted virtually.

Opal’s ABS and Structured Finance Summit is an educational and networking forum designed for investors, issuers, platforms, fintech firms, investment banks, underwriters, rating agencies, broker dealers, lawyers, technology firms, service providers, accountants and more. At this conference, they can learn the newest techniques to maximize returns and reduce risk exposure, an in-depth review of recent regulatory changes, COVID issues, opportunities and structural considerations will provide attendees with the tools necessary to stay one step ahead of their competitors. The conference will serve as an opportunity where a meaningful dialogue can be opened to address concerns regarding this dynamic segment of the market.

With the changing landscape among numerous industries due to COVID-19, the need to meet is more relevant than ever. Each Opal agenda contains a comprehensive list of seasoned speakers and leaders who are closely watching the impact of COVID-19 and its relation to industry trends. Opal is eager to keep education and networking a priority amongst this community.

Virtual conferences are playing a crucial role in this time of remote work and digital business by allowing organizations to adapt in a world going through new challenges. These changes are not only altering the way we do business now but will alter the way we do business in the future.

At Opal Group, our goal is to become a valued partner to the finance world by providing options for companies and individuals to connect with one another in their efforts to share information, deal flow, and foster relationships that fuel your efforts to reach your target market. Today, Opal Group is proud to offer customized live virtual conferences that combine market timely ideas and industry specific topics – produced to connect like-minded individuals and companies. This new digital offering can help expand your brand’s reach, position speakers as thought leaders, and connect with potential prospects amidst the world’s current climate.

Opal is proud to launch our Virtual ABS and Structured Finance Summit Outlook This event will address what has happened in the current space since the outbreak of COVID-19 and forecasts for the future of the industry.

We look forward to hosting you soon virtually or at the live event in 2021. Until then, stay safe and healthy!

Join us! Interested in attending, speaking or sponsoring? Contact Lauren Bautista at (212) 532-9898 ext 258 or email info@opalgroup.net

Preliminary Agenda subject to modification. To request our current agenda, participant list and sponsors


Current as of

Schedule is in EDT

3:15pm

Welcome Remarks

Lauren Bautista, SVP, Opal Group

3:20pm

Marketplace Lending & Alternative Financing ABS Roundtable

Moderator

Chris Smith, Partner & CFO, SER Capital Partners

Panelists

Colin Kilgour, Partner, Kilgour Williams Group

Peter Stokes, Managing Director, Lexant Advisors

Nick Andreadis, Vice President, Investments, One William Street Capital

Ayaas Bhamla, Head of Capital Markets, Capchase

4:05pm

Networking Break & Exhibitor Showcase

4:15pm

Track A: Capital Markets Outlook

Moderator

Jeremy Kearley, Director, PwC

Panelists

Noah Cooper, EVP Head of Capital Markets, Cross River Bank

Robin Poore, VP, Capital Markets, BlueVine

Rana Mookherjee, Co-Founder and Managing Partner, Throttle Capital LLC

James George, SVP, Head of Capital Markets, Secondary Marketing, Panorama Mortgage, LLC

Track B: The Evolution of Private Credit& Debt in ABS

Moderator

Phillip Toth, Managing Director, QueensGiant

Panelists

Prath Reddy, President, Percent

Scott M. Rosen, Managing Director, Ares Management

Chris Grizzard, Director, Bayshore Capital Advisors, LLC

Michael Ardisson, President & Chief Operating Officer, Medalist Partners, LP

5:00pm

Day 1 LIVE PANELS CONCLUDE

 

Platform will remain open for one on one meetings, communication with event delegates, visiting exhibit booths and viewing session recordings.

Schedule is in EDT

9:00am

Welcome Remarks

Lauren Bautista, SVP, Opal Group

9:05am

The Current State & Outlook of the European ABS Market

Dr. Christian Thun, Chief Executive Officer , European DataWarehouse GmbH

Panelists

Ganesh Rajendra, Managing Partner, Integer Advisors LLP

Mark Hale, Chief Investment Officer, Prytania Investment Advisors LLP

Ratul Roy, Head of CLO and Euro ABS Research, Citi

9:50am

Networking Break & Exhibitor Showcase

10:00am

Track A: ESG Investments & Securitizations

Moderator

Gunes Kulaligil, Co-Founder, Methodical Valuation and Advisory

Panelists

Manish Kapoor, Managing Partner, West Wheelock Capital

TJ Milani, CFO, Figure Lending LLC

Fatima Hadj, Initiator & Co-founder, Climate Action Women

Ryan Yetzer, LEED GA, Senior Manager of Construction & Sustainability, Physicians Realty Trust

Vesta Marks, Managing Director, Portfolio Management, TortoiseEcofin

Angela Nagy, Senior Vice President, Chief Accounting Officer, GreenSky

Track B: SME Lending

Moderator

Spring Hollis, CEO & Founder, Star Strong Capital

Panelists

Albert Periu, CEO, Neptune Financial Inc.

Paul Jenison, Managing Director, Finacity

Eleni Delimpaltadaki Janis, CoFounder & Managing Partner, Equivico

Giovanni Inglisa, Structured Finance Manager, European Investment Fund (EIF)

Lars Schmidt-Ott, Managing Director, Be Spoke Capital

10:45am

Networking Break & Exhibitor Showcase

10:55am

Outlook for European RMBS & CMBS

Moderator

Joseph Smallman, Founder, Global Cap Investors LLC

Panelists

Georghios Anker Parson, Partner, Brookland

Alexander Batchvarov, Head of Structured Products Research, EMEA, Bank of America

John Goodall, CEO, Landbay

Colin Behar, Portfolio Manager, Prytania

11:40am

Networking Break & Exhibitor Showcase

11:50am

Track A: SRT Roundtable

Moderator

David Saunders, Private Debt Mobilisation, Notes and Structuring, Santander Corporate & Investment Banking

Panelists

Molly Whitehouse, Managing Director, Newmarket Capital

Neil Wilson, Managing Director, Chorus Capital

Terry Lanson, Managing Director, Seer Capital Management LP

Fiona Walden, SVP, Global Head of Credit, Renaissance Re

Track B: The Search for yield in  Esoteric ABS

Moderator

Keith Allman, Managing Director, Head of Esoteric ABS, MUFG

Panelists

Greg Branch, Partner, SCIO Capital LLP

Brian Kane, Director of Capital Markets & Origination, UK, Ireland & Nordics, Crosslend

Alan Snyder, Managing Partner, Shinnecock Partners L.P.

12:35pm

Networking Break & Exhibitor Showcase

1:30pm

The Role of Innovation, Technology & Data

Moderator

Nelson Chu, Founder & CEO, Percent

Panelists

Steve Hasnain, Managing Director, PineBridge Investments

Stephen Bulfer, CEO, StreamLoan

Ayaas Bhamla, Head of Capital Markets, Capchase

2:15pm

Networking Break & Exhibitor Showcase

2:25pm

Track A: Onboarding New Asset Classes: Promises and Pitfalls

Moderator

Meredith Williams, Vice President, Everberg Capital Partners

Panelists

Eduardo Rodriguez Jr., President, FlatStone Capital Advisors Inc.

Matt Myers, Chief Operating Officer, Goal Structured Solutions, Inc.

Jason Guss, CEO, Octane Lending

Track B: Aviation Securitizations Roundtable

Moderator

Evan Wallach, President and CEO, Global AirFinance Services, Inc.

Panelists

Simon Sominsky, Portfolio Manager, Axonic Capital

Michelangelo A. Raimondi, Executive Director, Morgan Stanley

Christopher Miller, Managing Partner, Shearwater Aero Capital

Henry G. Morriello , Partner, Head of Structured Finance & Transportation Finance, Arnold & Porter

3:10pm

Networking Break & Exhibitor Showcase

3:20pm

Track A: Student Loans

Moderator

Florence Chan, Principal, Securitized Products, PGIM

Panelists

Zach Emig, VP of Capital Markets, Climb Credit

Tess Michaels, Founder & CEO, Stride Funding

Mark Mousseau, Director, Boston Portfolio Advisors

Track B: Litigation Finance

Moderator

Gary Miller, Head of Originations, Finitive

Panelists

Cindy Chen Delano, Partner, Invictus Global Management

Michael Ciuffo, Founding Principal, Tenadio Corp.

Robert Kramer, Partner, Feinberg Day Kramer

4:05pm

Networking Break & Exhibitor Showcase

4:15pm

Macro Trends

Moderator

Jimi Okubanjo, CEO, Fola Jimi Worldwide

Panelists

Laila Kollmorgen, Managing Director, PineBridge Investments

Sam DeRosa-Farag, Market Strategist, Independent Consultant

Praveen Joseph, Head of US Securitized Credit & Lead Portfolio Manager, World Bank Group (IFC Treasury)

5:00pm

LIVE PANELS CONCLUDE

 

Platform will remain open for one on one meetings, communication with event delegates, visiting exhibit booths and viewing session recordings.

1star
Monarch Beach Resort
1 Monarch Beach Resort, Dana Point, CA, USA


Registration Pricing

1 user/pass
Investor Complimentary*
Issuer Complimentary*
Standard $295

*Subject to Opal Group’s verification and approval.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • Platforms – US Consumer
  • The Current State and Outlook of the Marketplace Lending Industry
  • Legal & Regulatory Issues
  • Debt Investor Roundtable
  • Equity investor Roundtable
  • Raising capital in the Current Environment
  • Secondary Market
  • The Role of Technology
  • Platforms Partnering with Banks
  • Reporting Requirements
  • Lenders Outlook
  • Small Business Lending
  • Securitization
  • Capital Markets Outlook
  • The Future of Marketplace Lending
  • Valuation Methodology
  • Private Equity / Venture Capital
  • Institutional Investor Platform – Large & Sophisticated
  • Emerging Manager
  • Platforms – US Student
  • Platforms – Small Business
  • Landscape of Specialty Finance Sector
  • Online Lending Trends in the U.S. and Abroad
  • Current Trends and the Future of Direct Middle Market Lending
  • Overview, Trends and the Future of Marketplace/P2P Lending
  • How Online Marketplace Lenders are altering the Specialty Finance Sector
  • Overview and Trends of the European Environment for Marketplace Lending
  • Crowd funding
  • Subprime/Non-Prime
  • Opportunities in Real Estate
  • Getting prepared as a first-time securitization issuer
  • The role of the broker dealer / RIA plays in marketplace platforms
  • Alternative Lending
  • Small Business Lending for Hedge Fund Investors
  • Fraud Prevention and Authentication
  • Live and on demand video panels

  • Exhibit Hall with branded interactive booths and analytics

  • Ability to connect via instant message chat, video chat, direct message

  • Live Chatting Options in sessions, private 1:1 communication & lounge area for group networking

  • And more!

  • Regulators
  • Investors
  • Issuers
  • Underwriters/Structurers
  • Rating Agencies
  • Analysts
  • Trustees
  • Servicers & Technology Platform Providers
  • Analytics Firms
  • Law Firms
  • Accounting Firms

    The 2016 Marketplace Lending & Alternative Financing Summit proved to be beneficial for industry networking and real-time market trends. Randy Norton

    Alternative Asset Management, Green Mesa Capital, LLC