ABS Summit 2023

Waldorf Astoria Monarch Beach, Dana Point, CA
December 5, 2023 - December 7, 2023

192 days left

Opal’s ABS Summit is an educational and networking forum designed for investors, issuers, platforms, 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, economic issues, opportunities and structural considerations to 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.

All attendees will be required to show proof of vaccination or negative COVID test.

To request more information

Howard Schickler, Partner, Katten Muchin Rosenman LLP

Jan Brzeski, Managing Director & CIO, Arixa Capital Advisors / Crosswind Financial

Noah Cooper, EVP, Chief Investment Officer, Cross River

Jian Hu, Managing Director, Moody's Investors Service

Nelson Chu, Founder & CEO, Percent

Brendan Carroll, Senior Partner and Co-Founder, Victory Park Capital Advisors

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

Mark Fontanilla, Mark Fontanilla & Co., LLC

Frank Turner, Senior Managing Partner, Celeres Capital

Damon Krytzer, Managing Director, Head of Credit, Probitas Partners

Gunes Kulaligil, Managing Director, Co-Lead Structured Finance, Stout

Robert Enayati, Managing Attorney, Bel Air Law Firm, P.C.

Rob McGregor, Chief Investment Officer, Coromandel Capital

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

Yael Tamar, CEO & Co-founder, SolidBlock

Katya Chupryna, Director, Citi SPRINT

Faris Saah, Portfolio Manager, Exos Financial

Jeffrey Rogers, President & CEO, LiftForward, Inc.

Prath Reddy, CFA, President, Percent

Christian Kameir, Managing Partner, Sustany Capital

Jake Katz, Head of Non-Agency RMBS Research & Data Science, Yield Book, An LSEG Business

Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)

Anthony Rose, CFO, Kapitus

Andrew Seiz, VP Capital Markets and IR, Kueski

Armen Meyer, Vice President, LendingClub

Duane Good, Co-founder & President, Tribal

Brian Elbogen, Head of Investments, Unlock

David Kimball, Chairman & CEO, Prosper Marketplace

Brian Korn, Partner & Co-Head of Financial Services, Manatt, Phelps & Phillips, LLP

Larry Chiavaro, President, LPC Associates

Thomas Ervesun, CEO, Alphaeon Credit

Eric Johnson, Vice President of Business Development, Carmel Solutions

Matt Myers, President & CEO, Goal Solutions

Fred Wang, Managing Partner, Hudson Cove Capital Management

Eric Neglia, Senior Managing Director, Head of Commercial and Consumer ABS, KBRA

Brian Foley, Managing Director, SVB Financial Group

Nathan Gabig, Partner, KPMG LLP

Kent David, Sr Leader, Analytics Consulting, CoreLogic

Stephanie Mah, Senior Vice President, Structured Finance Research, DBRS Morningstar

Malea Figgins, Assistant Vice President, Securitized Products, TCW

Nicholas Sapirie, VP, Capital Markets Analytics, Fannie Mae

Dong An, Vice President, Capital Markets (Head of Investment Operations and Portfolio Manager, Achieve

Dale Hoops, Chief Risk Officer, Fidem Financial

Daniel Williams, Partner, Kilgour Williams Capital

Brian Dunn, Senior Director, SitusAMC

Hari Raghavan, Americas, Airborne Capital

Eric C. Blau, Senior Vice President, Treasurer & Head of Capital Markets, Aviation Capital Group

Christopher Miller, Managing Partner, Shearwater Global Capital

James Marshall, Director, Real Estate Analytics Products, Clear Capital

Natalia Sosnina, Vice President of Acquisitions, Crosby Capital

Jordan Fox, Head of Investor Operations, Point Digital Finance Inc.

Vesta Marks, Portfolio Manager, Semper Capital Management

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

Michael Heumann, Art Attorney & Advisor

Joe Baratta, Senior Vice President, Head of Trusts & Estates, Bonhams

Martin Gitlin, Attorney, Clean Energ Counsel, LLP

Rasool Alizadeh, Managing Principal, Coventry Structured Investments, LLC

Genevieve Sherman, Head of C-PACE Programs and New Products, Nuveen Green Capital, Nuveen Services LLC

Mansoor Ghori, Co-Founder, CEO and Board Member, Petros PACE Finance

Sean Egan, Co-Founder and CEO, Egan-Jones Ratings Co.

Brian Harwitt, Partner, CoVenture

Jeremy Hill, Founder & President, JB Capital

CJ Wei, Vice President, Northleaf Capital

Federico Polacov, VP of Engineering, Claira

Payson Johnston, CEO and Founder, Crowdz

Mark Friedgan, CEO, CreditNinja

Steve Levitan, Partner, Morgan, Lewis & Bockius LLP

Shaun O’Neill, President and Chief Revenue Officer, Concord

Jason MacRae, EVP, Sunpower

Tom Myers, Vice President, Business Development, Concord

Ash Vaidya, Managing Partner, Sanctum Altriarch Investment Management

Travis Holoway, Co-Founder & CEO, SoLo Funds Inc.

Scott Pearson, Partner, Manatt, Phelps & Phillips, LLP

Jon Riber, Senior Vice President, ABS, DBRS Morningstar

Jeannie Tarkenton, Founder and CEO, Funding University

Tess Michaels, Founder & CEO, Stride Funding

Eric Mitzel, Vice President, Intain Inc.

Pedro Cetina, Co - Founder & Managing Partner, Addem Capital

Kurt Watkins, Founder, Watkins Legal

Waldorf Astoria Monarch Beach
1 Monarch Beach Resort N, Dana Point, CA 92629

Early Bird Rate I
(exp. 08/01/23)
Standard Rate
Investors* $495 $795
Issuers* $1,095 $1,295
Standard $2,295 $2,495

*Subject to Opal Group’s verification and approval.

Email us to learn more about multi-event discounts

Sponsorship, Exhibition & Speaking Opportunities
212.532.9898 info@opalgroup.net
  • Investor Roundtable
  • Evaluating Leveraged Loan Market Performance and Direction
  • Issuer Roundtable
  • How to Analyze Structural Features of a CLO
  • Relative Value in the CLO Market
  • CLO Managers Roundtable – State of the Art
  • CLOS 2.0
  • Best Practices-Operational Issues for Maintaining a CLO
  • Opportunities and Obstacles in the European CLO Market
  • CLO Hedges & Alternative Structures
  • Researcher’s Roundtable
  • The Current State and Outlook for the CLO Market
  • How to Construct a CLO: Building a Portfolio and Negotiating Documents
  • CLO Equity
  • CLO Markets in a Regulated Environment
  • CLO Mezz Tranches / Opportunities and Relative Value
  • Secondary CLO Market
  • Launching a CLO Platform
  • Manager Screening and Evaluation
  • Successful CLO Management
  • Accounting and Tax
  • Middle Market
  • And more!
  • Investment Banks
    • Trustee, Administrators
    • Law Firms
    • Rating Agencies
    • Family Offices
    • Consultants
    • Attorneys
    • Accounting Firms
    • Hedge Funds
    • Issuers
    • Service Providers
    • Pension Plans
    • Institutional Investors
    • Insurance Companies
    • Investment Managers