Global ABS and Structured Finance Summit 2021

Virtual
January 27, 2021 - January 28, 2021

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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 January 27, 2021

Schedule in Eastern Standard Time (EST). Please note – this is a preliminary agenda. Times and topics are subject to change.

EUROPEAN FOCUS

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

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

12:00am

Networking Break & Exhibitor Showcase

US / NORTH AMERICA FOCUS

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

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

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

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

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

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.

Platform will remain open for one on one meetings, communication with event delegates, visiting exhibit booths and viewing session recordings.

EUROPEAN FOCUS

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

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

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

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

12:35pm

Networking Break & Exhibitor Showcase

US / NORTH AMERICA FOCUS

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.

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")

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

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

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.

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

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

Platform will remain open for one on one meetings, communication with event delegates, visiting exhibit booths and viewing session recordings.

1star
Monarch Beach Resort
1 Monarch Beach Resort, Dana Point, CA, USA


Registration Pricing

1 user/pass
Investor Complimentary*
Issuer Complimentary*
Standard $295

*Subject to Opal Group’s verification and approval.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • 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

    The 2016 Marketplace Lending & Alternative Financing Summit proved to be beneficial for industry networking and real-time market trends. Randy Norton

    Alternative Asset Management, Green Mesa Capital, LLC