ABS Summit 2024

The Ritz-Carlton, Laguna Niguel, Dana Point, CA
December 4, 2024 - December 6, 2024

167 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.

Moderator

Trevor Brunell, Managing Director, Debt Capital Markets, Drexel

Panelists

Stephanie Yeh, Managing Director, KKR

Jian Hu, Managing Director, Moody’s Investors Service

Alex Saporito, Portfolio Manager, One William Street Capital

Bill Yialamas, Chief Financial Officer, PayJoy

Dhruv Vakharia, COO & CFO, Vervent Inc.

Facilitated by

Alexander Kornreich, Senior Manager, PwC

Speaker

David Kimball, Chairman & CEO, Prosper Marketplace

Moderator

Larry Chiavaro, President, First Associates Advisors

Panelists

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

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

Jeffrey Rogers, President & CEO, LiftForward Inc.

Brian Foley, Market Manager, SVB Financial Group

Moderator

Rob McGregor, Managing Partner, Investments, Coromandel Capital LLC

Panelists

Barry Rafferty, Chief Financial Officer, Americor

Alexander Prokhorov, Venture Partner, Black River Ventures

Victor Mendoza, Managing Director, Head of O&G ABS, Donovan Ventures, LLC

Saish Setty, General Counsel, Parallaxes Capital

Moderator

Phil Goldfeder, CEO, American Fintech Council

Panelists

Adam Goller, EVP, Head of FinTech Banking, Cross River

Marcos Fernandez, Partner, Fiat Ventures

Devin Hughes, VP Business Development, LendKey Technologies

Jeffrey Rogers, President & CEO, LiftForward Inc.

Jason Bross, Senior Business Development Director - Capital Markets Services, TMF Group

Matthew Libman, President, United Credit

Moderator

Jian Hu, Managing Director, Moody’s Investors Service

Panelists

Alec Matt, Managing Partner, AirWheel Investments, L.P.

David Villa, Managing Director, Houlihan Lokey

Amanda Darling, Partner, K&L Gates LLP

Jeffrey Silverman, Director Opportunistic Private Credit, Natalliance Securities

Moderator

Steven Ma, Head of Risk Management, Super

Panelists

Pedro Cetina, Co Founder & Managing Partner, Addem Capital

Ryan Rosett, Co-CEO & Founder, Credibly

Sandy MacDougall, President, CrowdTrustDeed

Brendon DiBella, Co-Founder & Head of Growth, GovForce

Federico Travella, Founder & Exec Chair, NOVICAP

Chris Hilliard, Chief Operating Officer, Winnow Solutions LLC

11:30 am
Moderator

Brent Ferrin, Managing Director, Houlihan Lokey

Panelists

Ryan Callahan, Co-Head of Capital Markets, Cross River

Dong An, COO/CFO, Delos Financial Technologies

Keith Weitz, SVP ESS Global Data Science, Experian

Max Berger, Director, ABS Consumer, KBRA

David Staley, Vice President, Capital Markets, Prosper Marketplace

Brian Dunn, Senior Director, SitusAMC

Moderator

Chris Hilliard, Chief Operating Officer, Winnow Solutions LLC

Panelists

Armen Meyer Co-Founder, American Fintech Council

Jennifer Lee, Founder, Tessellate Law and Strategy

Scott Pearson, Partner, Manatt

Steve Denis, Executive Director, Small Business Finance Association

Moderator

Brian Korn, Partner, Manatt

Panelists

Yonel Devico, Managing Member, Crosby Capital

Brian Dally, Co-Founder & CEO, Groundfloor

Nikhaar Shah, CEO, Home.LLC

Eoin Matthews, Chief Business Officer and Co-founder, Point

Sean Bill, Chief Investment Officer and Co-Portfolio Manager, Prime Meridian Capital Management

Moderator

Jennifer Press, Managing Director, Lincoln International

Panelists

Rob McGregor, Managing Partner, Investments, Coromandel Capital LLC

Demetris Papademetriou, Partner, Middlemarch Capital Partners

Nick Andreadis, Senior Vice President, Investments, One William Street Capital Management, L.P.

Conor Neu, Chief Investment Officer, Pier Asset Management LLC

Jason Brown, Partner and Head of Sourcing, Victory Park Capital Advisors

Ido Vigdor, General Manager, Viola Credit

Moderator

Chris Smith, Partner & CFO, SER Capital Partners

Panelists

Tom Myers, Vice President Business Development, Concord Servicing

Matt Myers, President & CEO, Goal Solutions

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

Moderator

Brendon DiBella, Co-Founder & Head of Growth, GovForce

Panelists

Denise Thomas, CEO & CoFounder, ApplePie Capital

Ryan Rosett, Co-CEO & Founder, Credibly

Surat Maheshwari, Head of Capital Markets, Warbler Labs

Ben Johnston, Chief Operating Officer, Kapitus

Ben Goodyear, CFO, Pipe

Moderator

Maxime Seguineau, Managing Member, Raido Ventures

Panelists

Isabelle Freidheim, Founder and Managing Partner, Athena Capital

Punit Dholakia, VP, Capital Markets, Pipe Technologies

Jeremy Tsui, CEO, Finley

Matt Myers, President & CEO, Goal Solutions

Moderator

Steve Levitan, Partner, Morgan Lewis & Bockius LLP

Panelists

Rick Perez, Managing Director, Odeon Capital Group LLC

Marcos Fernandez, Partner, Fiat Ventures

Moderator

Eric Johnson, Chief Revenue Officer, Carmel

Panelists

Bob Deter, Sr. Vice President, Portfolio Acquisitions, Crown Asset Management

Van Millis, Senior Vice President Sales & Marketing, National Loan Exchange Inc NLEX

Jillian Jaccard Murrish, CEO, Pier Asset Management

John Rossman, Attorney at Law, Rossman Attorney Group

Moderator

Kim Gerhardt, Owner and Principal Advisor, The FinTech Interactive

Panelists

Phil Goldfeder, CEO, American Fintech Council

Kareem Saleh, Founder & CEO, FairPlay

Vivienne Hsu, CFA, Founder and CEO, LENDonate

Charles Rosenblatt, President, PayQuicker

Moderator

Kipp Fawcett, Managing Director, Janney Montgomery Scott LLC

Panelists

John Cocke, Partner, Co-Portfolio Manager of Credit Strategies, Corbin

CJ Wei, Director, Northleaf Capital Partners

Sean Bill, Chief Investment Officer and Co-Portfolio Manager, Prime Meridian Capital Management

Rana Mookherjee, CoFounder and Managing Partner, Stochastic Capital LLC

Moderator

Malea Figgins, Vice President, Securitized Products Analyst, TCW

Panelists

Isabelle Freidheim, Founder and Managing Partner, Athena Capital

Elana Lipchak, Director, BofA Securities

Laura Laumont, Product & Capital Strategy, Nuveen Green Capital

Mansoor Ghori, CEO & Founder, Petros PACE Finance

Malea Figgins, Vice President, Securitized Products Analyst, TCW

Moderator

Vijay Patil, CoFounder, TRNSACT

Panelists

Theresa O'Neill, ABS Strategy | BofA Global Research, BofA Securities

Eugene Belostotsky, Head of ABS Research, Citi

Alba Santo Abourjeili, Senior Research Analyst, Western Asset Management Company

Moderator

Armen Meyer, Co-Founder, American Fintech Council

Panelists

Thomas Ritchie, Head of Capital Markets and Investor Relations, Biz2Credit Inc.

Mark Simmer, Managing Partner, Clear Haven Capital Management

Sahil Gupta, Portfolio Manager, Point

Jason Bross, Senior Business Development Director - Capital Markets Services, TMF Group

5star
The Ritz-Carlton, Laguna Niguel, Dana Point, CA
Ritz Carlton Drive, Dana Point, CA 92629, USA


Early Bird Rate II
(expires Aug. 1)
Standard Rate
Investors* $795 $995
Issuers* $1,295 $1,495
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