11th Specialty Finance Summit

May 14th, 2019 | New York

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About The Conference

iGlobal Forum is pleased to announce the 11th Specialty Finance Summit, taking place on May 14, 2019 in New York. This is the next summit in a long-standing series to discuss the future of securitizations, regulations, and how investors can prepare in the event of a recession. Experts will share their strategies for separating high-yield investments from ABS that will soon turn to junk and what assets and structures will ride out a downturn. As new market participants and credit cycle uncertainty force investors into overpriced assets, unconventional strategies are helping to hedge that risk. We’ll reveal top potential growth opportunities in high-value areas where benefits haven’t yet been realized from the tax reform and innovative securities structures to transform low-performing traditional investments. We will bring together 150+ senior-level key leaders in the industry, representing specialty finance companies, marketplace lenders, senior lenders, asset managers, private equity firms, hedge funds, BDCs and SBICs to continue the discussion on shifting market trends and making uncertainty work for you.

Key Topics Covered

  • Using still-to-come tax benefits and high-yield investments to find returns in a risky market
  • Following the regulatory shifts in marketplace lending to find new opportunities for returns
  • Diversifying high-quality assets and finding value as banks continue to be hindered
  • A decisive discussion on finding value in a range of securitized markets
  • Finding value in underdeveloped and undervalued markets and best strategies to expose junk
  • Restructuring traditional funds for newfound value: balancing risk in a high-yield market
  • The implications of the renewed interest in CLOs and strategies to hedge the associated risks
  • Fitting ICOs and blockchain into ABS: improving transparency and liquidity in digital securities
  • Best strategies for pricing in risk and hedging for a potential downtown
  • An interactive workshop exploring the opportunities and risks in the RMBS market

Network With Leading

  • Specialty finance companies
  • Marketplace lenders
  • Senior lenders
  • Asset managers
  • Private equity firms
  • Hedge funds
  • BDCs
  • SBICs
  • Wealth management firms
  • Venture capital firms
8:00 am - REGISTRATION & NETWORKING BREAKFAST
9:00 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS

AI AND THE FUTURE OF FINANCE 

AI as we know today has the power to change almost every facet of our business and by 2030 it could add around $ 15.7 trillion to the global economy. Tech IPO’s of unicorns like Airbnb, Lyft, Uber, and Pinterest are likely to be added into the S&P 500 index once they go public, and they will overshadow older, well-established companies as they make a place for themselves. The average tenure of firms in the S&P in 1965 was around 33 years, which dropped to 20 years in the 1990's, and is now set to drop to 14 years in the next 7 years. These are clear indications that we now live in a fast-paced, non-linear world where fault-lines get amplified and one of the main exogenous factors behind this tectonic shift is “Technology,” and AI is a big part of that. This year AI will make its way from pilot and lab scale skunk work to full-blown enterprise implementations across many industries, with the Banking & Financial Services, Retail and Healthcare sectors leading the charge. This talk aims to offer a brief preamble on AI, what it can and cannot do and what it holds for the specialty finance industry under the areas of risk management, growth, operational efficiencies, and market volatility.

 

Rajeev Sharma

Rajeev Sharma

President and CEO

nova IQ

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9:15 am - THE INCREASINGLY COMPLEX WORLD OF MARKETPLACE LENDING
  • Changes in SEC requirements for marketplace lenders and hedging around the stability and longevity of these regulations
  • Reevaluating accredited investor requirements and the potential impact on marketplace lending
  • High-yield SPVs outside the traditional scope for modest investments on a mass scale and expected performance in the event of a downturn
  • Improving transparency of the ABS market through the new Exchange Act Rule
  • Protecting the long-term health of the market by rearranging repayment structures
Christopher Donohoe

Christopher Donohoe

Managing Director,

SANDLER O'NEILL & PARTNERS

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Mark Cerminaro

Mark Cerminaro

Chief Revenue Officer

RAPID FINANCE

View More

Felix Zhang

Felix Zhang

Managing Director, Credit Group

ARES MANAGEMENT

View More

10:00 am - INVESTOR APPETITE AND THE LENDING ENVIRONMENT
  • Shifting investor interest and optimism in ABS, corporate bonds and credit
  • Effectively achieving necessary diversification while remaining liquid and balancing risk
  • Choosing assets and investment structures for premium returns
  • The continued impacts of Volcker, Basel IV and other capital and implementation requirements hindering the ability to lend
  • Investor interest in specialty finance high-yield loans originated to fill the gap left by banks
  • Current underwriting standards and expectations on credit quality
Rob Bolandian

Rob Bolandian

Partner, Global Head of Investment Banking

CAMBRIDGE WILKINSON

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Surat Maheshwari

Surat Maheshwari

SVP Capital Markets

BIZ2CREDIT

View More

Greg Hunt

Greg Hunt

Chief Financial Officer and Treasurer

APOLLO INVESTMENT CORPORATION

View More

Dan Galvanoni

Dan Galvanoni

Chairman

DPG INVESTMENTS

View More

Scott M. Rosen

Scott M. Rosen

Partner

SOLAR CAPITAL

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10:45 am - MORNING NETWORKING BREAK
11:15 am - RAPID FIRE DISCUSSION: STRATEGIES TO FIND VALUE IN ALTERNATIVE MARKETS
  • Opportunities and shifting risks in a range of markets - focus on: student loan securitizations, equipment finance, auto finance, life sciences, healthcare, etc.
  • Trade finance and receivables securitization as an asset class
  • Recovery rates for securities in decline and lender pullback on LTV ratios
  • The changing face of the CFPB and what it means for the future of consumer lending
  • Innovative consumer lending structures and practices
  • Structuring the ideal mix of loans, leases and other financing solutions in a new investment for the best returns
Alexandra Cooley

Alexandra Cooley

Co-Founder & Chief Investment Officer

GREENWORKS LENDING

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Adrian Katz

Adrian Katz

CEO

FINACITY

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DeAnn O’Donovan

DeAnn O’Donovan

President & CEO

AHP SERVICING

View More

Matt Myers

Matt Myers

COO

GOAL STRUCTURED SOLUTIONS

View More

12:00 pm - FINANCING AND HEDGING STRATEGIES: WHAT COMES NEXT?
  • Non-bank lenders are making major inroads into the specialty finance space, how is this affecting pricing and covenants?
  • LIBOR's replacement update - Are you preparing your credit agreements for the change that will inevitably come?
  • Is the Fed on hold? What hedging strategies are being used to mitigate interest rate risk given the uncertainty and an inverted yield curve?
  • How are derivative regulations working for and against specialty finance companies?
Cheryl Carner

Cheryl Carner

Senior Managing Director

CRYSTAL FINANCIAL LLC

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Ed Wu

Ed Wu

Managing Director

VION INVESTMENTS

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Susan Sobbott

Susan Sobbott

Board Member- The Children's Place and Former President of Global Commercial Services

AMERICAN EXPRESS

View More

Joyce A. Frost

Joyce A. Frost

Co-Founder

RIVERSIDE RISK ADVISORS

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12:30 pm - NETWORKING LUNCHEON
12:30 pm - LUNCHEON WORKSHOP

Issuance, Investment and Market Forces Driving RMBS

  • Improvements in homeowner equity, unemployment and GDP driving the RMBS market
  • Continued growth in origination and acquisition despite a slowdown in the housing market
  • Taking advantage of unique strategies - focus on: single-property term loans, short-term credit financing and bridge financing
  • Opportunities in the capital markets financing affordable housing through MBS
  • Issuing and securitizing RMBS to manage your balance sheet
  • The future of seemingly untouchable pre-crisis residential mortgage bonds
1:45 pm - ROUNDTABLE DISCUSSIONS

These sessions provide a discussion-oriented setting to cover the most pertinent trends in the specialty finance industry with your peers. They are designed for all participants to share their expertise, and interact directly with experts leading the sector in an intimate environment. Choose between one of the following topics:

Roundtable 1

Global Credit Opportunities in Underdeveloped Markets

  • Risks and yield of investing in global underdeveloped debt markets
  • Separating value from investments nearing junk rating - focus on: cross-border consumer credit and structured credit funds
  • Widening credit spreads putting the pressure on corporate bonds
  • Strategies for finding liquidity in nascent markets

Roundtable 2

Managing Risk in a High-Yield Environment

  • Restructuring traditional funds to find value and create more flexible capital
  • Opportunities and risks in corporate credit, special situations and distressed debt restructurings
  • The shifting value of short-term funds vs. bond fund assets
  • An interest in bond ETFs and total return swaps, and the impact these investments have on overall market pricing
  • New market entrants contributing to a quicker shift to high-yield
2:15 pm - ROUNDTABLE DISCUSSIONS

Join another carefully curated discussion session with experts leading the specialty finance sector in an intimate environment. Choose between one of the following topics:

Roundtable 1

Renewed Expansion of the CLO Market

● Strategies to hedge the risk that accompanies rising CLO issuance

● Risk in CLOs vs. more traditional securitizations and the inclusion of leveraged loans

● The significance of this renewed interest in CLOs and the potential shift to credit default swaps

● The impact of this structure’s growth on the overall market

Roundtable 2

Potential Impacts of New Technologies on Traditional Lending Practices

● The opportunities and challenges of investing in ICOs as regulations change

● Improving the liquidity of investments through the use of digital securities where NAV will be the guide on pricing

● Using blockchain to record ABS and improve transparency

● Preparing for these shifts with new internal talent

2:45 pm - MANAGING UNCERTAINTY: THE CURRENT CREDIT SPREAD AND UNPREDICTABILITY OF RATINGS
  • Stability of corporate debt, high yield debt, and leveraged loans in the current environment
  • Incorporating caution and pricing risk into structured product trading
  • Hedging for a potential recession through securitization and recourse financing
  • Impact of passive funds, quant funds, and high-frequency trading on the stability of the market
  • Implications of a slowdown in subprime originations
  • Looking beyond the debt to EBITDA ratio: analyzing corporate earnings, tax cuts and market capitalization as metrics for success
Denis Creeden

Denis Creeden

Chief Risk Officer, Working Capital Solutions

GE CAPITAL

View More

Neil Wolfson

Neil Wolfson

President and CEO

SF CAPITAL GROUP

View More

Jillian Murrish

Jillian Murrish

CEO

PIER ASSET MANAGEMENT

View More

James Jackson

James Jackson

Managing Director, Mergers & Acquisitions

THE ALTA GROUP

View More

3:30 pm - SUMMARY & NETWORKING RECEPTION

Join us for a series of 1x1 networking meetings! This exclusive element of the program will feature concise and focused face-to-face meetings, where attendees will connect and evaluate the potential for mutual business endeavors. Information about other participants’ business plans and objectives will be available, enabling you to meet with the people whose interests are most closely aligned with your own. The 1-on-1 meetings will allow you to establish relevant new contacts and generate fresh business opportunities.

 

Speakers

Alexandra Cooley

Alexandra Cooley

Co-Founder & Chief Investment Officer

GREENWORKS LENDING

Alexandra “Ali” Cooley has been passionate about the natural environment since she can remember. In

View More

Christopher Donohoe

Christopher Donohoe

Managing Director,

SANDLER O'NEILL & PARTNERS

Chris Donohoe is a Managing Director in the Investment Banking Group at Sandler O’Neill + Partners, L.P., and he

View More

Dan Galvanoni

Dan Galvanoni

Chairman

DPG INVESTMENTS

Daniel currently serves actively as a Chairman of the Board in his capacity with DPG Investments LLC, Spring Tree

View More

Greg Hunt

Greg Hunt

Chief Financial Officer and Treasurer

APOLLO INVESTMENT CORPORATION

Mr. Hunt began his term as Chief Financial Officer and Treasurer of Apollo Investment Corporation in May 2012.

View More

Neil Wolfson

Neil Wolfson

President and CEO

SF CAPITAL GROUP

Neil Wolfson is President and CIO of SF Capital Group, where he oversees all debt and equity investing, asset

View More

Rohit Arora

Rohit Arora

Co-Founder & CEO

BIZ2CREDIT

Rohit Arora, CEO of Biz2Credit, is one of America's top experts in small business lending and the use of FinTech

View More

Rob Bolandian

Rob Bolandian

Partner, Global Head of Investment Banking

CAMBRIDGE WILKINSON

Mr. Bolandian has 25 years of investment management experience across a broad range of asset classes, including

View More

Scott M. Rosen

Scott M. Rosen

Partner

SOLAR CAPITAL

Since joining Solar Capital Partners in September 2007, Mr. Rosen has helped lead in excess of $3.0 billion of

View More

Rajeev Sharma

Rajeev Sharma

President and CEO

nova IQ

Rajeev Sharma is the President and CEO of nova IQ. He is responsible for ensuring operational excellence across

View More

Stacey Schachter

Stacey Schachter

President

VION INVESTMENTS

Mr. Schacter is currently CEO of Vion Receivable Investments, which he started with private equity backing in 2008

View More

Joyce A. Frost

Joyce A. Frost

Co-Founder

RIVERSIDE RISK ADVISORS

Joyce Frost is co-founder of Riverside Risk Advisors and has over 25 years of experience in the interest rate,

View More

Cheryl Carner

Cheryl Carner

Senior Managing Director

CRYSTAL FINANCIAL LLC

Cheryl Carner is a Senior Managing Director with Crystal Financial and is responsible for business development,

View More

Adrian Katz

Adrian Katz

CEO

FINACITY

For the past 18 years Adrian Katz has been the CEO at Finacity, a company focused on enhancing trade receivables

View More

DeAnn O’Donovan

DeAnn O’Donovan

President & CEO

AHP SERVICING

DeAnn O’Donovan is the President & CEO of AHP Servicing, the country’s only socially responsible

View More

Matt Myers

Matt Myers

COO

GOAL STRUCTURED SOLUTIONS

Matt is a tireless innovator with more than 17 years of consumer finance experience spanning analytics, debt

View More

Ed Wu

Ed Wu

Managing Director

VION INVESTMENTS

Ed serves as Managing Director at VION Investments, with responsibility for deal origination and strategic

View More

Felix Zhang

Felix Zhang

Managing Director, Credit Group

ARES MANAGEMENT

Mr. Zhang is a Managing Director in the Ares Credit Group, where he focuses on alternative credit investments.

View More

Jillian Murrish

Jillian Murrish

CEO

PIER ASSET MANAGEMENT

Mrs. Murrish is a co-founder and Chief Executive Officer of Pier Asset Management. Prior to founding Pier, she was

View More

James Jackson

James Jackson

Managing Director, Mergers & Acquisitions

THE ALTA GROUP

James R. Jackson, Jr. is a Managing Director at The Alta Group and Leader of its Merger and Acquisition Advisory

View More

Susan Sobbott

Susan Sobbott

Board Member- The Children's Place and Former President of Global Commercial Services

AMERICAN EXPRESS

View More

Denis Creeden

Denis Creeden

Chief Risk Officer, Working Capital Solutions

GE CAPITAL

View More

Mark Cerminaro

Mark Cerminaro

Chief Revenue Officer

RAPID FINANCE

View More

Surat Maheshwari

Surat Maheshwari

SVP Capital Markets

BIZ2CREDIT

Surat Maheshwari is a Senior Vice President and Head of Capital Markets at Biz2Credit. He has over 25 years of

View More

Luncheon Workshop

ISSUANCE, INVESTMENT AND MARKET FORCES DRIVING RMBS

Tuesday May 14, 2019 | 12:30 pm to 1:30 pm

  • Improvements in homeowner equity, unemployment and GDP driving the RMBS market
  • Continued growth in origination and acquisition despite a slowdown in the housing market
  • Taking advantage of unique strategies - focus on: single-property term loans, short-term credit financing and bridge financing
  • Opportunities in the capital markets financing affordable housing through MBS
  • Issuing and securitizing RMBS to manage your balance sheet
  • The future of seemingly untouchable pre-crisis residential mortgage bonds

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Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
The Harmonie Club The Harmonie Club

The Harmonie Club

4 East 60th Street

New York, NY

 

212.355.7400

http://www.harmonieclub.org/

 

The Harmonie Club prides itself on being a meaningful part of New York City history. Equal parts social, educational, epicurean, and athletic, The Harmonie Club is proud to offer exquisite facilities, events, and cuisine to members and their guests.

Guests are welcome to secure accommodations at the Park Lane Hotel, located in the vicinity of the event. To book a reservation via telephone at The Park Lane, please call 866-831-7211 & request that your reservations agent apply the iGlobal Forum Corporate Rate, or visit our personalized weblink  for a 15% discount.

 

Alexandra Cooley

Alexandra Cooley

Co-Founder & Chief Investment Officer

GREENWORKS LENDING

Alexandra “Ali” Cooley has been passionate about the natural environment since she can remember. In co-founding

View More

Christopher Donohoe

Christopher Donohoe

Managing Director,

SANDLER O'NEILL & PARTNERS

Chris Donohoe is a Managing Director in the Investment Banking Group at Sandler O’Neill + Partners, L.P., and he

View More

Dan Galvanoni

Dan Galvanoni

Chairman

DPG INVESTMENTS

Daniel currently serves actively as a Chairman of the Board in his capacity with DPG Investments LLC, Spring Tree

View More

Greg Hunt

Greg Hunt

Chief Financial Officer and Treasurer

APOLLO INVESTMENT CORPORATION

Mr. Hunt began his term as Chief Financial Officer and Treasurer of Apollo Investment Corporation in May 2012.

View More

Neil Wolfson

Neil Wolfson

President and CEO

SF CAPITAL GROUP

Neil Wolfson is President and CIO of SF Capital Group, where he oversees all debt and equity investing, asset

View More

Rohit Arora

Rohit Arora

Co-Founder & CEO

BIZ2CREDIT

Rohit Arora, CEO of Biz2Credit, is one of America's top experts in small business lending and the use of FinTech to

View More

Rob Bolandian

Rob Bolandian

Partner, Global Head of Investment Banking

CAMBRIDGE WILKINSON

Mr. Bolandian has 25 years of investment management experience across a broad range of asset classes, including private

View More

Scott M. Rosen

Scott M. Rosen

Partner

SOLAR CAPITAL

Since joining Solar Capital Partners in September 2007, Mr. Rosen has helped lead in excess of $3.0 billion of

View More

Rajeev Sharma

Rajeev Sharma

President and CEO

nova IQ

Rajeev Sharma is the President and CEO of nova IQ. He is responsible for ensuring operational excellence across the

View More

Stacey Schachter

Stacey Schachter

President

VION INVESTMENTS

Mr. Schacter is currently CEO of Vion Receivable Investments, which he started with private equity backing in 2008 at

View More

Joyce A. Frost

Joyce A. Frost

Co-Founder

RIVERSIDE RISK ADVISORS

Joyce Frost is co-founder of Riverside Risk Advisors and has over 25 years of experience in the interest rate, currency

View More

Cheryl Carner

Cheryl Carner

Senior Managing Director

CRYSTAL FINANCIAL LLC

Cheryl Carner is a Senior Managing Director with Crystal Financial and is responsible for business development,

View More

Adrian Katz

Adrian Katz

CEO

FINACITY

For the past 18 years Adrian Katz has been the CEO at Finacity, a company focused on enhancing trade receivables

View More

DeAnn O’Donovan

DeAnn O’Donovan

President & CEO

AHP SERVICING

DeAnn O’Donovan is the President & CEO of AHP Servicing, the country’s only socially responsible residential

View More

Matt Myers

Matt Myers

COO

GOAL STRUCTURED SOLUTIONS

Matt is a tireless innovator with more than 17 years of consumer finance experience spanning analytics, debt financing,

View More

Ed Wu

Ed Wu

Managing Director

VION INVESTMENTS

Ed serves as Managing Director at VION Investments, with responsibility for deal origination and strategic initiatives.

View More

Felix Zhang

Felix Zhang

Managing Director, Credit Group

ARES MANAGEMENT

Mr. Zhang is a Managing Director in the Ares Credit Group, where he focuses on alternative credit investments. Prior to

View More

Jillian Murrish

Jillian Murrish

CEO

PIER ASSET MANAGEMENT

Mrs. Murrish is a co-founder and Chief Executive Officer of Pier Asset Management. Prior to founding Pier, she was

View More

James Jackson

James Jackson

Managing Director, Mergers & Acquisitions

THE ALTA GROUP

James R. Jackson, Jr. is a Managing Director at The Alta Group and Leader of its Merger and Acquisition Advisory

View More

Susan Sobbott

Susan Sobbott

Board Member- The Children's Place and Former President of Global Commercial Services

AMERICAN EXPRESS

View More

Denis Creeden

Denis Creeden

Chief Risk Officer, Working Capital Solutions

GE CAPITAL

View More

Mark Cerminaro

Mark Cerminaro

Chief Revenue Officer

RAPID FINANCE

View More

Surat Maheshwari

Surat Maheshwari

SVP Capital Markets

BIZ2CREDIT

Surat Maheshwari is a Senior Vice President and Head of Capital Markets at Biz2Credit. He has over 25 years of

View More

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