ABS West 2022
Waldorf Astoria Monarch Beach, Dana Point, CA
December 7, 2022 - December 9, 2022
Opal’s ABS West 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 our agenda, participant list and sponsors
Current as of December 1, 2022
| 7:00 am |
Golf Outing at Waldorf Astoria Monarch Beach Golf Links (Separate Registration is required) |
| 11:00 am |
Exhibit Set-Up / Registration |
| 1:25 pm |
Welcoming Remarks |
| 1:30 pm |
The Current State and Outlook of the Alternative Financing Market: Where is the Industry Headed?
Moderator
Howard Schickler, Partner, Katten Muchin Rosenman LLP
Panelists
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 |
| 2:15 pm |
The Search for Yield in ABS
Moderator
Mark Fontanilla, Mark Fontanilla & Co., LLC
Panelists
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 |
| 3:00 pm |
Warehouse Lines: Debt Finance Investments in Originations
Moderator
Robert Enayati, Managing Attorney, Bel Air Law Firm, P.C.
Panelists
Rob McGregor, Chief Investment Officer, Coromandel Capital Nick Andreadis, Vice President, Investments, One William Street Capital |
| 3:45 pm |
Networking Refreshment Break |
| 4:00 pm |
The Role of Innovation, Technology & Data in ABS
Moderator
Yael Tamar, CEO & Co-founder, SolidBlock
Panelists
Katya Chupryna, Director, Citi SPRINT Faris Saah, Portfolio Manager, Exos Financial Jeffrey Rogers, President & CEO, LiftForward, Inc. Prath Reddy, President, Percent Christian Kameir, Managing Partner, Sustany Capital Jake Katz, Head of Non-Agency RMBS Research & Data Science, Yield Book, An LSEG Business |
| 4:45 pm |
Financial Inclusion – Serving the Underserved
Moderator
Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)
Panelists
Frank Turner, Senior Managing Partner, Celeres Capital 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 |
| 5:30 pm |
Marketplace Lending in Turbulent Times
A fireside chat with
David Kimball, Chairman & CEO, Prosper Marketplace
Facilitated by
Brian Korn, Partner & Co-Head of Financial Services, Manatt, Phelps & Phillips, LLP |
| 6:00 pm |
Networking Cocktail Reception in the Exhibit Hall |
| 8:00 am |
Registration |
| 8:00 am |
Continental Breakfast in Exhibit Hall |
| 8:45 am |
Portfolio Performance- post-pandemic and pre-recession: Hear from the Leaders in the space!
Moderator
Larry Chiavaro, President, LPC Associates
Panelists
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 |
| 9:45 am |
ESG Investments & Securitizations
Moderator
Nathan Gabig, Partner, KPMG LLP
Panelists
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 |
| 10:30 am |
Valuations
Moderator
Gunes Kulaligil, Managing Director, Co-Lead Structured Finance, Stout
Panelists
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 |
| 11:15 am |
Networking Refreshment Break in Exhibit Hall |
| 11:30 am |
Aviation Loans & Transportation Finance
Moderator
Jian Hu, Managing Director, Moody's Investors Service
Panelists
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 |
| 12:15 pm |
Networking Luncheon on the Grand Lawn
Sponsored by:
|
| 1:15 pm |
Opportunities in Real Estate
Moderator
Jake Katz, Head of Non-Agency RMBS Research & Data Science, Yield Book, An LSEG Business
Panelists
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 |
| 2:00 pm |
Investing in Art
Moderator
Alan Snyder, Managing Partner, Shinnecock Partners L.P.
Panelists
Michael Heumann, Art Attorney & Advisor Joe Baratta, Senior Vice President, Head of Trusts & Estates, Bonhams |
| 2:45 pm |
C-PACE Financing
Moderator
Martin Gitlin, Attorney, Clean Energ Counsel, LLP
Panelists
Rasool Alizadeh, Managing Principal, Coventry Structured Investments, LLC Stephanie Mah, Senior Vice President, Structured Finance Research, DBRS Morningstar 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 |
| 3:30 pm |
Networking Refreshment Break in Exhibit Hall |
| 3:45 pm |
Niche Investment Strategies in Private Credit / Evolution of Private Credit & Debt Sean Egan, Co-Founder and CEO, Egan-Jones Ratings Co.
Panelists
Brian Harwitt, Partner, CoVenture Jeremy Hill, Founder & President, JB Capital CJ Wei, Vice President, Northleaf Capital Prath Reddy, CFA, President, Percent |
| 4:30 pm |
Infrastructure & Project Finance ABS
Moderator
Federico Polacov, VP of Engineering, Claira
Panelist
Payson Johnston, CEO and Founder, Crowdz |
| 5:15 pm |
Standalone
Hidden Liabilities
Presented by
Mark Friedgan, CEO, CreditNinja |
| 5:35 pm |
Networking Cocktail Reception in the Exhibit Hall |
| 8:00 am |
Continental Breakfast in Exhibit Hall |
| 8:55 am |
Co-Chair Welcoming Remarks |
| 9:00 am |
Solar Loans
Moderator
Steve Levitan, Partner, Morgan, Lewis & Bockius LLP
Panelists
Shaun O’Neill, President and Chief Revenue Officer, Concord Matt Myers, CEO, Goal Solutions Jason MacRae, EVP, Sunpower |
| 9:45 am |
The Future of Alternative Lending
Moderator
Christian Kameir, Managing Partner, Sustany Capital
Panelists
Tom Myers, Vice President, Business Development, Concord Ash Vaidya, Managing Partner, Sanctum Altriarch Investment Management Travis Holoway, Co-Founder & CEO, SoLo Funds Inc. |
| 10:30 am |
Student Loans
Moderator
Scott Pearson, Partner, Manatt, Phelps & Phillips, LLP
Panelists
Jon Riber, Senior Vice President, ABS, DBRS Morningstar Jeannie Tarkenton, Founder and CEO, Funding University Tess Michaels, Founder & CEO, Stride Funding |
| 11:15 am |
Blockchain & the Role of Crypto
Moderator
Eric Mitzel, Vice President, Intain Inc.
Panelists
Pedro Cetina, Co - Founder & Managing Partner, Addem Capital Yael Tamar, CEO & Co-founder, SolidBlock Kurt Watkins, Founder, Watkins Legal |
| 12:00 pm |
Conference Concludes |
| Standard Rate | |
|---|---|
| Investors* | $795 |
| Issuers/Platforms | $1,295 |
| Standard | $1,995 |
*Subject to Opal Group’s verification and approval.
- 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
