ABS West 2022

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

69 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 previous agenda, participant list and sponsors


3:15pm

Welcome Remarks

Lauren Bautista, SVP, Opal Group

3:10pm

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

1:00pm

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.

9:00am

Welcome Remarks

Lauren Bautista, SVP, Opal Group

9:05am

The Current State & Outlook of the European ABS Market

Moderator

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

1:15pm

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.

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