ABS West 2022

Waldorf Astoria Monarch Beach, Dana Point, CA
December 7, 2022 - December 9, 2022

11 days left

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 November 25, 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

Florence Chan, Principal, Securitized Products, PGIM

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

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

Rodney Williams, Co-founder, SoLo Funds

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

Sharon Squires, Senior Director, Post-War & Contemporary Art, Bonhams

2:45 pm

C-PACE Financing

Moderator

Martin Gitlin, Attorney, Clean Energ Counsel, LLP

Panelists

Rasool Alizadeh, Managing Principal, Coventry Advisors

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

Karan Chabba, Portfolio Manager, Eagle Point Credit Management

Steven Lee, Managing Director, Finitive

Jeremy Hill, Founder & President, JB Capital

Jason Bross, Chief Operating Officer, Latitude20 Capital Partners

CJ Wei, Vice President, Northleaf Capital

Prath Reddy, CFA, President, Percent

4:30 pm

Infrastructure & Project Finance ABS

Panelists

Vivien de Gunzburg, President, Ceres Infrastructure Asset Management L.L.C.

Sonal Patel, Structured Finance/Capital Markets (Issuer Services), Citi

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

Matt Myers, CEO, Goal Solutions

Jason MacRae, EVP, Sunpower

9:45 am

Auto ABS

Panelist

Maxim Berger, Director, ABS Consumer, KBRA

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

Mark Ruddock, Chief Executive Officer, Nuula

Panelists

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

Eric Mitzel, Vice President, Intain Inc.

Quinn Thompson, Head of Growth, Maple Finance

Yael Tamar, CEO & Co-founder, SolidBlock

Kurt Watkins, Founder, Watkins Legal

12:00 pm

Conference Concludes

5star
Waldorf Astoria Monarch Beach
1 Monarch Beach Resort N, Dana Point, CA 92629


Standard Rate
Investors* $795
Issuers/Platforms $1,295
Standard $1,995

*Subject to Opal Group’s verification and approval.

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