Global ABS and Structured Finance Summit 2021
Virtual
January 27, 2021 - January 28, 2021
Following travel guidance from the CDC, and the continued growth of the Covid-19 outbreak around the world and in the United States, Opal’s Global ABS and Structured Finance Summit will be hosted virtually this Fall.
Opal’s Global ABS and Structured Finance Summit is an educational and networking forum designed for investors, issuers, platforms, fintech firms, 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, COVID issues, opportunities and structural considerations will 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.
With the changing landscape among numerous industries due to COVID-19, the need to meet is more relevant than ever. Each Opal agenda contains a comprehensive list of seasoned speakers and leaders who are closely watching the impact of COVID-19 and its relation to industry trends. Opal is eager to keep education and networking a priority amongst this community.
Virtual conferences are playing a crucial role in this time of remote work and digital business by allowing organizations to adapt in a world going through new challenges. These changes are not only altering the way we do business now but will alter the way we do business in the future.
At Opal Group, our goal is to become a valued partner to the finance world by providing options for companies and individuals to connect with one another in their efforts to share information, deal flow, and foster relationships that fuel your efforts to reach your target market. Today, Opal Group is proud to offer customized live virtual conferences that combine market timely ideas and industry specific topics – produced to connect like-minded individuals and companies. This new digital offering can help expand your brand’s reach, position speakers as thought leaders, and connect with potential prospects amidst the world’s current climate.
Opal is proud to launch our Virtual Global ABS and Structured Finance Summit This event will address what has happened in the current space since the outbreak of COVID-19 and forecasts for the future of the industry.
We look forward to hosting you soon virtually or at the live event in 2021. Until then, stay safe and healthy!
Join us! Interested in attending, speaking or sponsoring? Contact Lauren Bautista at (212) 532-9898 ext 258 or email info@opalgroup.net
To request our previous agenda, participant list and sponsors
Current as of
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Schedule in Eastern Standard Time (EST). Please note – this is a preliminary agenda. Times and topics are subject to change. |
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EUROPEAN FOCUS |
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| 10:10am |
Opening Remarks Lauren Bautista, SVP, Opal Group |
| 10:15am |
The Current State and Outlook of the Global ABS Market
Moderator
Ganesh Rajendra, Managing Partner, Integer Advisors LLP
Panelists
Ratul Roy, Head of CLO and Euro ABS Research, Citigroup Inc. Greg Branch, Partner, SCIO Capital LLP Conor O'Toole, Managing Director, Global Head of CLO Research & Head of European Asset Backed Research, Deutsche Bank Colin Behar, Portfolio Manager, Prytania |
| 11:00am |
Networking Break & Exhibitor Showcase |
| 11:15am |
Track A: ESG Investments & Securitizations
Moderator
Huub Mourits, Head of Structured Finance & Capital Markets, Trustmoore Group
Panelists
Herman Guelovani, Head of Credit Management, NIBC Bank N.V. Fatima Hadj, Chair of the PRI Committee for Securitized Products, DWS Investment GmbH John DiPaolo, Principal, Head of ABS and CLO Research, PGIM Alexander Batchvarov, Head of Structured Products Research, EMEA, Bank of America Julia Tsybina, Counsel, Clifford Chance LLP |
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Track B: European CLO Roundtable
Moderator
Connor Buttner, Managing Director, Head of Client Success, KANERAI
Panelists
Vedanta Bagchi, Director, Investment Office, Commerzbank AG Geoffrey Horton, CLO and Loan Strategist, Research, Barclays Simon Gold, Senior Portfolio Manager, ISP Group Dheeraj Sharma (Raj), CFA, Senior Associate, PGIM |
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| 12:00am |
Networking Break & Exhibitor Showcase |
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US / NORTH AMERICA FOCUS |
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| 1:30pm |
The Current State & Outlook of the US ABS Market
Moderator
Beth Starr, Managing Director, Head of ABS & Structured, Private Placement Syndicate, Crédit Agricole
Panelists
Theresa O'Neill, Managing Director, ABS Strategist, BofA Securities Praveen Joseph, Head of US Securitized Credit & Lead Portfolio Manager, World Bank Group (IFC Treasury) Adam Castle, Managing Director and Portfolio Manager, Lord Abbett Jason Guss, CEO, Octane Lending Jeffrey Rogers, President & CEO, LiftForward, Inc. |
| 2:15pm |
Networking Break & Exhibitor Showcase |
| 2:25pm |
Track A: The Role of Innovation, Technology & Data
Moderator
Kevin Belmont, Eastern NA Credit Sales, ALLVUE
Panelists
Rana Mookherjee, Co-Founder and Managing Partner, Throttle Capital LLC Steve Hasnain, Managing Director, PineBridge Investments Richard Widmann, Associate Product Counsel, Google Kurt M. Watkins, Founder, Watkins Legal Zach Emig, VP of Capital Markets, Climb Credit Stephen Bulfer, CEO, StreamLoan |
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Track B: CMBS Roundtable
Moderator
Manish Rajguru, Portfolio Manager – CMBS, OFS Capital Management, LLC
Panelist
Gunes Kulaligil, Co-founder, Methodical Valuation and Advisory Eric Newman CPA, CGMA, Treasury Manager, City of Stamford - Connecticut Darius Ross, Senior Manager Director, D Alexander Ross Real Estate Capital Partners Interests Llc. Georgios Katsaros, Senior Vice President, Credit Ratings, North American CMBS, DBRS Morningstar |
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| 3:10pm |
Networking Break & Exhibitor Showcase |
| 3:20pm |
Track A: The Evolution of Asset Finance and Private Credit
Moderator
Jan Brzeski, Managing Director & CIO, Arixa Capital Advisors
Panelists
Michael Ardisson, President & Chief Operating Officer, Medalist Partners, LP Gregory Hebner, Managing Director, Arixa Capital Advisors Chris Grizzard, Director, Bayshore Capital Advisors, LLC Josh Rezak, Executive Director- Alternative Investments, Morgan Stanley Tod Trabocco, Director, Strategy & Research, ITE Management |
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Track B: LIBOR Transitions
Moderator
Ola Hannoun-Costa, Senior Vice President- Head of US RMBS Surveillance, Moody’s Investors Service
Panelists
Neha Khoda, Director, Head of Loan Strategy, BofA Securities Patrick Dolan, Partner, Norton Rose Fulbright US LLP Daphne Coelho-Adam, Counsel, Seward & Kissel LLP John Boyle, Partner, EY |
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| 4:05pm |
Networking Break & Exhibitor Showcase |
| 4:15pm |
Track A: CLO Market Update Roundtable– US
Moderator
Mark Fontanilla, Mark Fontanilla & Co., LLC
Panelists
Dan Kosinski, ABS & CLO Sector Manager, Medalist Partners Amir Vardi, Managing Director, Credit Suisse Asset Management Allen Fu, Structured Products Investment Head, Silver Rock Financial LP Pratik Gupta, Head of CLO / RMBS Research, BofA Securities |
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Track B: Capital Markets Outlook
Moderator
Ashley Gardner, Director, PwC
Panelist
Robin Poore, VP, Capital Markets, BlueVine Noah Cooper, EVP, Head Capital Markets, Cross River Bank Nicole Byrns, Senior Principal, Americas Structured Credit and Financials | Credit Investments, CPPIB America, Inc. |
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Platform will remain open for one on one meetings, communication with event delegates, visiting exhibit booths and viewing session recordings. |
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EUROPEAN FOCUS |
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| 9:55am |
Opening Remarks Lauren Bautista, SVP, Opal Group |
| 10:00am |
Track A: IBOR Transitions
Moderator
Angus Duncan, Partner, Hunton Andrews Kurth
Panelists
Masako Oshima, Associate Managing Director, Moody’s Investors Service Deniz Yegenaga, Director, BlackRock Irina Penkina, Director, ABS, S&P Global Ratings Iain Budge, Director, UK & Ireland FI Content & Solutions, NatWest Markets Plc |
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Track B: European Auto ABS
Moderator
Tony Parry, Senior Vice President, Moody’s Investors Service
Panelists
Christopher Whitcombe, Director, Investment Management, Europe, 400 Capital Management Europe Ltd Adam Craig, Senior Associate, Clifford Chance Volker Laeger, Senior Director, ABS, S&P Global Ratings Anthony Parry, Senior Vice President, Moody’s Investors Service |
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| 10:45am |
Networking Break & Exhibitor Showcase |
| 10:55am |
SME Lending Roundtable
Moderator
Francesco Dissera, Managing Director - Head of Securitisation, Alantra
Panelists
Fabio Stupazzini, Managing Director, A&F S.R.L. S.T.P. (ADVISORY & FINANCE) Giovanni Inglisa, Structured Finance Manager, European Investment Fund Mehdi Ababou, Vice President – Senior Credit Officer, Moody’s Investors Service Brian Kane, Director of Capital Markets & Origination, UK, Ireland & Nordics, Crosslend |
| 11:40am |
Networking Break & Exhibitor Showcase |
| 11:50am |
Track A: SRT Roundtable
Moderator
Robin Michaels, Director, Credit Portfolio Advisory International, Alantra
Panelists
Molly Whitehouse, Director & Portfolio Manager, Newmarket Capital Matthias Korn, Head of Financial Solutions, Caplantic GmbH Neil Wilson, Managing Director, Chorus Capital Frank Benhamou, Managing Director - Head of Funding and Capital Solutions, Barclays David Saunders, Private Debt Mobilisation, Notes and Structuring, Santander Corporate & Investment Banking |
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Track B: State of the RMBS and CMBS Markets
Moderator
Carlos Castro, Director – Solutions Specialist, Moody’s Analytics
Panelists
John Goodall, CEO, Landbay Simona Roccioletti, Structured Finance Pricing Analyst, Intesa Sanpaolo Pranava Boyidapu, Credit / Securitised Products Research, Barclays Mirco Iacobucci, Head of European CMBS, DBRS Morningstar Mathias Herzog, Director CMBS, S&P Global Ratings |
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| 12:35pm |
Networking Break & Exhibitor Showcase |
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US / NORTH AMERICA FOCUS |
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| 1:30pm |
Track A: Macro Trends – Impact of Market
Moderator
Americo Cascella, CEO, Pacific & Plains Capital
Panelists
Manish Kapoor, Managing Partner, West Wheelock Capital Phillip Toth, Managing Director, QueensGiant Laila Kollmorgen, Managing Director, PineBridge Investments Darius Ross, Senior Manager Director, D Alexander Ross Real Estate Capital Partners Interests Llc. |
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Track B: Marketplace Lending & Alternative Financing ABS Roundtable
Moderator
Adam Goller, EVP Head of Fintech Banking, Cross River Bank
Panelists
Colin Kilgour, Partner, Kilgour Williams Group Bill Yialamas, Co-President and CFO, Liberty Lending, LLC Jonathan Farber, Director, Citi Agency & Trust Sales Edward Wu, Managing Director, VION Investments Albert Periu, CEO, Neptune Financial Inc. ("NepFin") |
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| 2:15pm |
Networking Break & Exhibitor Showcase |
| 2:25pm |
Track A: RMBS Roundtable
Moderator
Cara Newman, SVP & Deputy General Counsel – Residential Business, Redwood Trust, Inc.
Panelist
Gunes Kulaligil, Co-founder, Methodical Valuation and Advisory Eric Sahadi, Sahadi LLC Robert Hagan, Partner, Clifford Chance Mike Reynolds, Vice President, CRT, Single Family Business, Gregory Parsons, CEO, Semper Capital Management LP |
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Track B: ESG Investments & Securitizations
Moderator
Vivien de Gunzburg, President, Ceres Infrastructure Asset Management L.L.C.
Panelist
Daniel Hall, Co-Founder, Pacific & Plains Capital Philip Raciti, Head of US Performing Credit, Bardin Hill Investment Partners LP Spring Hollis, CEO & Founder, Star Strong Capital Molly Whitehouse, Director & Portfolio Manager, Newmarket Capital |
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| 3:10pm |
Networking Break & Exhibitor Showcase |
| 3:20pm |
Track A: Onboarding New Asset Classes: Promises and Pitfalls
Moderator
Chris Smith, Partner & CFO, SER Capital Partners
Panelist
Matt Myers, Chief Operating Officer, Goal Structured Solutions, Inc. Peter Coppa, Managing Partner, Alternative Access Funds Alan Snyder, Managing Partner, Shinnecock Partners L.P. |
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Track B: Aviation Securitizations Roundtable
Moderator
Evan Wallach, President and CEO, Global AirFinance Services, Inc.
Panelist
Simon Sominsky, Portfolio Manager, Axonic Capital Giyora Eiger, Vice President-Senior Credit Officer, Aircraft ABS, Moody’s Investors Service Michelangelo A. Raimondi, Executive Director, Morgan Stanley |
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| 4:05pm |
Networking Break & Exhibitor Showcase |
| 4:15pm |
Litigation Finance
Moderator
Gary Miller, Head of Originations, Finitive
Panelists
Michael Ciuffo, Founding Principal, Tenadio Corp. Charles Agee, CEO, Westfleet Advisors Michael Morris, Managing Director, Northleaf Capital Partners Fred Williams, Founding Partner, Williams Simons & Landis PLLC Robert Kramer, Partner, Feinberg Day Kramer Law Firm |
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Platform will remain open for one on one meetings, communication with event delegates, visiting exhibit booths and viewing session recordings. |
Registration Pricing
| 1 user/pass | |
|---|---|
| Investor | Complimentary* |
| Issuer | Complimentary* |
| Standard | $295 |
*Subject to Opal Group’s verification and approval.
- Platforms – US Consumer
- The Current State and Outlook of the Marketplace Lending Industry
- Legal & Regulatory Issues
- Debt Investor Roundtable
- Equity investor Roundtable
- Raising capital in the Current Environment
- Secondary Market
- The Role of Technology
- Platforms Partnering with Banks
- Reporting Requirements
- Lenders Outlook
- Small Business Lending
- Securitization
- Capital Markets Outlook
- The Future of Marketplace Lending
- Valuation Methodology
- Private Equity / Venture Capital
- Institutional Investor Platform – Large & Sophisticated
- Emerging Manager
- Platforms – US Student
- Platforms – Small Business
- Landscape of Specialty Finance Sector
- Online Lending Trends in the U.S. and Abroad
- Current Trends and the Future of Direct Middle Market Lending
- Overview, Trends and the Future of Marketplace/P2P Lending
- How Online Marketplace Lenders are altering the Specialty Finance Sector
- Overview and Trends of the European Environment for Marketplace Lending
- Crowd funding
- Subprime/Non-Prime
- Opportunities in Real Estate
- Getting prepared as a first-time securitization issuer
- The role of the broker dealer / RIA plays in marketplace platforms
- Alternative Lending
- Small Business Lending for Hedge Fund Investors
- Fraud Prevention and Authentication
Live and on demand video panels
Exhibit Hall with branded interactive booths and analytics
Ability to connect via instant message chat, video chat, direct message
Live Chatting Options in sessions, private 1:1 communication & lounge area for group networking
And more!
- Regulators
- Investors
- Issuers
- Underwriters/Structurers
- Rating Agencies
- Analysts
- Trustees
- Servicers & Technology Platform Providers
- Analytics Firms
- Law Firms
- Accounting Firms
