Women in Structured Finance Summit 2020

June 1, 2020

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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 financial investment 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 Women in Structured Finance Summit (virtual) taking place on June 1st, 2020.

Please join us on this journey to navigate the wave in our future by attending and sharing thoughts on best practices and directions of deal flow opportunities.

* This event is open to all genders in the structured finance space and will include an array of relevant SF topics *

To request our current agenda, participant list and sponsors

Current as of

(Schedule Times are in ET)

Advisory Board

Sonal Patel, Managing Director, Head of Sales – Americas, Bermuda and Caribbean, Ocorian

Suzanne Lane, Senior Vice President, U.S. Bank

Daphne Coelho‐Adam, Counsel, Seward & Kissel LLP


Virtual Event Opens


Welcome Remarks

Lauren Bautista, SVP, Opal Group


Working in the times of Covid-19


  • Challenges & new ways to work in this environment
  • Sourcing new deals
  • Staying connected with clients
  • Planning for future business opportunities
  • How stimulus packages will translate into the market

Daphne Coelho-Adam, Counsel, Seward & Kissel LLP


Elisa Esposito, Managing Director, Deloitte & Touche LLP

Nicole Lawrence, Senior Director, Strategist, Structured Analytics, Moody’s Analytics

Sonal Patel, Managing Director, Head of Sales – Americas, Bermuda and Caribbean, Ocorian

Shari Linnick, Vice President – Client Services, Trepp LLC


Networking Break


Women in Structured Finance Roundtable – European Focus


  • State of the industry, opportunities & challenges

Claire Bridcut, Associate, Milbank LLP


Carole Gintz, Associate Managing Director, EMEA Structured New Ratings, Moody’s Investors Service

Jasleen Gill, Associate, Allen & Overy

Fiona Kettner, Director Structured Finance & Capital Markets Services, Trustmoore Netherlands B.V.


Networking Break


Impact / ESG investing


ESG from Europe to the US
Global PRI: overview of key standards being set in Europe for
ESG and responsible investing


  • Which aspects are is still developing and changing?
  • What should US entities be adopting from what has been

    • Corporates
    • Investors
  • Which standards and what aspects of the European
    approach to ESG can be adopted in our industry?

Julia Tsybina, Counsel, Clifford Chance


Sabrina Hannam, Board Director, Scholar-Practitioner

Greta Golz, Portfolio Management & Head of ESG Analytics, ZAIS Group, LLC

Kruti Muni, Managing Director – Head of US Consumer ABS & RMBS Surveillance, Structured Finance, Moody’s Investors Service


Networking Break


Legal & Regulatory Outlook


Cara Newman, VP & Deputy General Counsel – Residential Business, Redwood Trust, Inc.


Jessica Littlewood, Partner, Clifford Chance

Claire Puddicombe, Partner, Cadwalader, Wickersham & Taft LLP

Lara Daly-Sims, Partner, Chapman and Cutler LLP

Nicole Bright, Associate, Paul Hastings LLP


Lunch Break


Exploring Women-Run/Women-Owned Funds


Claire Hall, Partner, DLA Piper


Tess Michaels, Founder & CEO, Stride Funding

Spring Hollis, Managing Member, Star Strong Capital

Himani Trivedi, Co-Head of Investments, Head of Structured Products, Symphony Asset Management


Networking Break


Women in Alternative Lending Roundtable


Mary Jackson, CEO, Online Lenders Alliance


Maggie Arvedlund, Founder and Chief Investment Officer, Turning Rock Partners LP

Lilit Davtyan, CFO, EVP, Phonexa

Pam Hammond, Manager, Community Investment Management

Kate Cody, VP, Client Services, Vemo Education

Song Kim, Treasurer, Upstart


Networking Break


Women in Structured Finance Roundtable – US Focus


  • State of the industry, opportunities & challenges

Tracy Feng, Counsel, Allen & Overy LLP


Mary Kathryn Lee, Partner, Paul Hastings LLP

Laila Kollmorgen, Managing Director, PineBridge Investments

Buo Zhang, Investment Analyst, Symphony Asset Management

Adrienne Dale-Burns, Principal, Portfolio Manager, MidOcean Credit Partners


Networking Break


Cultivating the Next Generation of Women Leaders


  • How do you differentiate yourself as a leader?
  • How to be an ally or advocate
  • Mentorship / sponsorship
  • Fundraising
  • What opportunities are on the horizon?
  • How do you support the next generation of leaders with
    gender diversity in mind?

Alberta Knowles, Partner, Ernst & Young LLP


Rachel Russell, Managing Director, Morgan Stanley

Amy Anuk, SVP of Business Development, Encore Capital Group

Yudi Liu, Senior Associate, CLO Research, Citi Global Markets

Christina Camacho, Founder and CEO, Ivy Lender


Virtual Happy Hour

etc.venues 360 Madison
360 Madison Ave, New York, NY 10017

Registration Pricing

1 user/pass
Standard / Service Providers $295
Issuer $100
*1st 50 investors complimentary registration
Discounted pricing on multiple passes available. Please contact your Opal Representative or info@opalgroup.net for additional details.

*Subject to Opal Group’s verification and approval.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898 info@opalgroup.net
  • Overview of the Real Estate Economy
  • Regulatory/Tax Issues: What Are The Realized Effects Of The New Tax Laws?
  • Opportunity Zones 201
  • Value-Add and Opportunistic vs. Core and Core Plus Investments
  • Real Estate Debt and Alternative Financing Strategies
  • Analyzing Direct vs. Co-Investment vs. Commingled Funds
  • Finding Deal Flow, Acquisitions & Acquisition Due Diligence
  • Real Estate Disrupters 2020: The Future Culprits?
  • Family Office Discussion: What Are You Looking For In This Cycle?
  • 1on1 and group meeting capabilities

  • Live Video Keynote Speakers and Panels Presentations with Q&A

  • Exhibit Hall with branded interactive booths

  • Collateral Information sharing

  • Ability to connect and share contact details with one another

  • Live Chatting Options in sessions, private rooms & Lounge areas for peer to peer or group networking via live chat or video chat

  • Custom 1:1 Meeting Rooms with video conferencing (pre-arranged meetings between LPs/Allocators and Sponsor Managers)

  • Investment Banks
  • Issuers
  • Investors
  • Trustee, Administrators
  • Platforms
  • Law Firms
  • Rating Agencies
  • Family Offices
  • Consultants
  • Attorneys
  • Accounting Firms
  • Hedge Funds
  • Service Providers
  • Pension Plans
  • Institutional Investors
  • Insurance Companies
  • Investment Managers

Manager vs. Investor Breakdown

    Investor Breakdown