3rd Annual Securitization Finance Summit

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About The Conference

iGlobal Forum is pleased to announce the 3rd Annual Securitization Finance Summit due to take place on November 13th, 2013 in New York.  Spread compression across the securitization sector and the move by many investors into off-the-run asset classes are making it increasingly difficult to find yield.  Additionally, there is widespread uncertainty about how incoming regulations will impact the market - yet, many areas are booming and there are opportunities to outperform.  iGlobal Forum’s 3rd Annual Securitization Finance Summit will bring together the most senior-level representatives from regulators, fixed income investors, underwriters/structurers, rating agencies, trustees, servicers, technology platform providers and analytics firms to network and benchmark the latest best practices.

Key Topics Covered

  • Learn how to assess risk and analyze pricing for securitization deals
  • Understand how to outperform in off-the-run asset classes, and know the risks inherent in these areas 
  • Discuss essential regulatory developments, and fully understand their impact on the securitization market 
  • Know how to tap into the hottest securitization sectors, including: CLOs and subprime auto
  • Explore investment opportunities in Europe

Network With Leading

  • Regulators
  • Fixed Income Investors
  • Underwriters/Structurers
  • Rating Agency Analysts
  • Trustees and Servicers
  • Technology Platform Providers
  • Analytics Firms
8:00 am - REGISTRATION AND NETWORKING BREAKFAST
8:45 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
9:00 am - LATEST TRENDS & NEW PLAYERS IN THE SECURITIZATION MARKET
  • Understanding the changes and new players in the securitization market
  • Latest trends in credit cards and student loans - where and what are the major issues?
  • Where are investors finding yield?
  • Why are allocations being cut back?
Mark Adelson

Mark Adelson

Managing Director

BONDFACTOR

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Tamer El-Rayess

Tamer El-Rayess

Chairman

CONTINENTAL FINANCE COMPANY

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Robert Boggs

Robert Boggs

Vice President, Capital Markets

MARRIOTT VACATIONS WORLDWIDE CORPORATION

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Moderator:

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9:40 am - FOCUS ON THE CMBS & RMBS MARKETS
  • Overcoming challenges in the CMBS market - eroding underwriting standards, legacy credit risk, longer term refinance risk, and a flat credit curve
  • Exploring the evolving role of Ginnie Mae, Fannie Mae and Freddie Mac in mortgage securitization, and the market implications of FHFA’s activities
  • Examining the role of private capital vs. the agencies
Randy Robertson

Randy Robertson

Managing Director

BLACKROCK

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Darrell Wheeler

Darrell Wheeler

Head of CMBS Strategy Team

AMHERST SECURITIES

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Bob Magee

Bob Magee

Chief Investment Officer

SHELLPOINT PARTNERS

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Mark Fontanilla

Moderator:

Mark Fontanilla

Director, Residential Mortgage Research

WELLS FARGO SECURITIES

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10:20 am - MORNING NETWORKING BREAK
10:50 am - ACCURATELY ASSESSING RISK LEVELS IN ABS
  • How does existing ABS analysis compare to corporate credit analysis?
  • How could traditional corporate credit metrics be applied to the new types of deals being done in the ABS space?
  • Getting a sense of relative value - comparing risk levels in the securitization market to other asset classes and to corporate bonds
  • Price analysis – quantitative methods to price securitization deals
Harris Trifon

Harris Trifon

Portfolio Manager and Research Analyst

WESTERN ASSET MANAGEMENT CO.

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Rajesh Agarwal

Rajesh Agarwal

Head of Mortgage Strategies

NAPIER PARK GLOBAL CAPITAL

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Kishore Yalamanchili

Kishore Yalamanchili

Senior Portfolio Manager & Head of Structured Products Research

KARYA CAPITAL MANAGEMENT

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James Dooley

Moderator:

James Dooley

Managing Director

NEW OAK CAPITAL

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11:30 am - OPPORTUNITIES & RISKS IN THE SUBPRIME AUTO SECTOR
  • Examining the fundamentals that are helping to lift subprime auto debt
  • After a year of rapidly rising bond issuance, is the subprime auto sector overheating? What is attracting investors to the sector, and will the upward trend continue?
  • Should credit ratings for subprime auto ABS be more conservative?
Robert E. Riedl

Robert E. Riedl

Chief Investment Officer

CONSUMER PORTFOLIO SERVICES

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Nicole Lawrence

Nicole Lawrence

Vice President

PPM AMERICA

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Justin Tisler

Justin Tisler

Managing Director, Head of U.S. ABS Capital Markets

CRT CAPITAL GROUP

View More

John Keiserman

Moderator:

John Keiserman

Partner

KATTEN MUCHIN ROSENMAN LLP

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12:10 pm - NETWORKING LUNCHEON
1:15 pm - OVERCOMING REGULATORY HURDLES - WHERE IS THE REFORM HEADING?
  • How will incoming regulations impact investor appetite for mortgage-backed securitizations, and the ability to securitize assets in the first place?
  • Which regulations are yet to be qualified or have their impact fully felt?
  • How can future private label securitization be encouraged and adequately regulated?
  • As the LCR is implemented internationally, will national regulators designate high quality securitized products as “highly liquid”?
  • How could premium capture affect the economics of securitizations?
  • How will regulation AB2 develop, and what will be harder to disclose?
  • What are the likely outcomes of QRM?
  • How have investors and issuers approached recent reps and warranty issues?
Steven Horne

Steven Horne

Founder, CEO & President

WINGSPAN PORTFOLIO ADVISORS

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Meredith Coffey

Meredith Coffey

Executive Vice President, Research & Analysis

LSTA

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James B. Lockhart III

James B. Lockhart III

Vice Chairman

WL ROSS & CO.

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Maggie Jiang, CFA

Moderator:

Maggie Jiang, CFA

Director, FID Global Asset Finance

CREDIT SUISSE

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2:00 pm - INVESTMENT OPPORTUNITIES IN THE EUROPEAN SECURITIZATION MARKET
  • With Europe trading at a pickup vs. the U.S., is it an attractive time for U.S. investors to enter the market?
  • Why are some asset classes or structures stronger in one market or another?
  • How will the PCS label increase liquidity and transparency, and reassure ABS investors in Europe?
  • Overview of the banking sectors in the U.S and Europe, and their effect on the securitization market
Stewart Cutler

Stewart Cutler

Director

BARCLAYS CAPITAL

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Anthony Brown

Anthony Brown

Senior Director

NORD/LB

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Erik Deidan

Erik Deidan

Senior Vice President

SANTANDER INVESTMENT

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Magnus Wilson-Webb

Moderator:

Magnus Wilson-Webb

Managing Director, Strategy

BNY MELLON

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2:40 pm - AFTERNOON REFRESHMENTS AND NETWORKING BREAK
3:00 pm - TAPPING INTO THE CLO BOOM
  • New credit structures – what returns can be expected from investing in loans through funds?
  • Finding relative value from CLO investments
  • How will CLO managers maintain 5% risk retention?
  • Outlook for 2014 - will there be a resurgence in U.S. / European CLO issuance?
  • Examining the role of CLOs in commercial real estate finance
Berkin Kologlu

Berkin Kologlu

Senior Portfolio Manager

ANGELOAK CAPITAL

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Volkan Kurtas

Volkan Kurtas

Founder

DFG INVESTMENT ADVISERS

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Serhan Secmen

Moderator:

Serhan Secmen

Managing Director

NAPIER PARK GLOBAL CAPITAL

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3:40 pm - EXPLOITING OFF-THE-RUN SECURITIZATION OPPORTUNITIES
  • Comparing mainstream asset classes to esoteric sectors – what is good value nowadays?
  • As spreads in traditionally off-the-run sectors are being squeezed, are investors getting paid for the extra risk they are taking on?
  • As more investors enter off-the-run asset classes, how can you outperform your peers?
  • What additional covenants do you need in off-the-run sectors?
  • Accessing the securitization market – an issuer’s perspective
  • Uncorrelated, diversified and low volatility – how certain off-the-run assets can be good core holdings for long-term investment portfolios
David Schulz

David Schulz

Treasurer

SPRINGLEAF

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Scott J. Thomas

Scott J. Thomas

Executive Director, Senior Research Analyst, Columbus Fixed Income

JP MORGAN ASSET MANAGEMENT

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Paul Sprinsky

Paul Sprinsky

Director, Student Loans Group

BABSON CAPITAL

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David Bondy

David Bondy

Managing Director & Head of ABS Origination, U.S. Structured Credit Solutions

NATIXIS

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4:20 pm - COCKTAIL RECEPTION & NETWORKING

Speakers

James Dooley

James Dooley

Managing Director

NEW OAK CAPITAL

James has over 18 years of experience trading and managing distressed residential mortgage loans, REO and other

View More

David Schulz

David Schulz

Treasurer

SPRINGLEAF

Dave was raised in New Jersey and attended The Catholic University of America in Washington D.C. obtaining a B.A.

View More

Magnus Wilson-Webb

Magnus Wilson-Webb

Managing Director, Strategy

BNY MELLON

Magnus Wilson-Webb is the global strategy manager for the financial institution industry segment within BNY

View More

Berkin Kologlu

Berkin Kologlu

Senior Portfolio Manager

ANGELOAK CAPITAL

Mr. Kologlu focuses on building and managing strategies within the Collateralized Loan Obligations market.  Mr.

View More

Randy Robertson

Randy Robertson

Managing Director

BLACKROCK

Randy Robertson, Managing Director, is the co-head of the Securitized Asset Investment Team within BlackRock

View More

Robert Boggs

Robert Boggs

Vice President, Capital Markets

MARRIOTT VACATIONS WORLDWIDE CORPORATION

View More

Anthony Brown

Anthony Brown

Senior Director

NORD/LB

Anthony Brown is a Senior Director in the Asset Backed Finance department, concentrating in transaction

View More

Steven Horne

Steven Horne

Founder, CEO & President

WINGSPAN PORTFOLIO ADVISORS

As Founder, CEO and President of Wingspan Portfolio Advisors, Steven Horne brings a wealth of mortgage servicing

View More

Tamer El-Rayess

Tamer El-Rayess

Chairman

CONTINENTAL FINANCE COMPANY

Tamer El-Rayess, Chairman. Mr. El-Rayess is a founding member of Continental Finance, the largest shareholder,

View More

Darrell Wheeler

Darrell Wheeler

Head of CMBS Strategy Team

AMHERST SECURITIES

Mr. Wheeler heads up Amherst’s CMBS strategy. Prior to joining Amherst in 2010, Mr. Wheeler served as Managing

View More

Harris Trifon

Harris Trifon

Portfolio Manager and Research Analyst

WESTERN ASSET MANAGEMENT CO.

View More

Rajesh Agarwal

Rajesh Agarwal

Head of Mortgage Strategies

NAPIER PARK GLOBAL CAPITAL

Rajesh Agarwal is a Managing Director and the lead Portfolio Manager of Mortgage Strategies at Napier Park Global

View More

Kishore Yalamanchili

Kishore Yalamanchili

Senior Portfolio Manager & Head of Structured Products Research

KARYA CAPITAL MANAGEMENT

Kishore is responsible for trading and portfolio management of CMBS/RMBS/ABS products at Karya Capital. Prior to

View More

Scott J. Thomas

Scott J. Thomas

Executive Director, Senior Research Analyst, Columbus Fixed Income

JP MORGAN ASSET MANAGEMENT

Scott J. Thomas, executive director, is a credit research analyst within the Columbus Fixed Income Team.  In

View More

Paul Sprinsky

Paul Sprinsky

Director, Student Loans Group

BABSON CAPITAL

View More

David Bondy

David Bondy

Managing Director & Head of ABS Origination, U.S. Structured Credit Solutions

NATIXIS

View More

Chris DiAngelo

Chris DiAngelo

Partner

KATTEN MUCHIN ROSENMAN LLP

Chris DiAngelo is Co-Head of the Structured Finance and Securitization Practice. His practice centers on

View More

Meredith Coffey

Meredith Coffey

Executive Vice President, Research & Analysis

LSTA

Meredith Coffey is Executive Vice President, running the Research and Analysis efforts at the Loan Syndications

View More

James B. Lockhart III

James B. Lockhart III

Vice Chairman

WL ROSS & CO.

James B. Lockhart III is Vice Chairman of WL Ross & Co. LLC and a member of the Office of the Chairman and

View More

Stewart Cutler

Stewart Cutler

Director

BARCLAYS CAPITAL

Stewart Cutler joined Barclays Capital in August 2010 as Head of Money Market Origination. Prior to joining

View More

Volkan Kurtas

Volkan Kurtas

Founder

DFG INVESTMENT ADVISERS

Mr. Kurtas is the founder of DFG and directs the firm’s investment process. Prior to founding DFG, he launched

View More

Mark Adelson

Mark Adelson

Managing Director

BONDFACTOR

Mark Adelson is the chief strategy officer of The BondFactor Company, LLC.  Adelson served as S&P's chief credit

View More

Robert E. Riedl

Robert E. Riedl

Chief Investment Officer

CONSUMER PORTFOLIO SERVICES

Robert E. Riedl has been Chief Investment Officer of Consumer Portfolio Services, Inc. ("CPS") since April 2006.

View More

Mark Fontanilla

Mark Fontanilla

Director, Residential Mortgage Research

WELLS FARGO SECURITIES

View More

Maggie Jiang, CFA

Maggie Jiang, CFA

Director, FID Global Asset Finance

CREDIT SUISSE

Maggie is a Senior Director in Structured Products, with expertise in Asset Back Securities (ABS) banking,

View More

Serhan Secmen

Serhan Secmen

Managing Director

NAPIER PARK GLOBAL CAPITAL

Serhan Secmen, Managing Director, Structured Credit Portfolio Manager Serhan Secmen joined Napier Park Global

View More

John Keiserman

John Keiserman

Partner

KATTEN MUCHIN ROSENMAN LLP

John Keiserman regularly represents issuers, underwriters and lenders on asset-backed and mortgage-backed

View More

Erik Deidan

Erik Deidan

Senior Vice President

SANTANDER INVESTMENT

View More

Bob Magee

Bob Magee

Chief Investment Officer

SHELLPOINT PARTNERS

Robert Magee is the Chief Investment Officer at Shellpoint Parnters. He was a founding member of C-BASS, and was

View More

Justin Tisler

Justin Tisler

Managing Director, Head of U.S. ABS Capital Markets

CRT CAPITAL GROUP

View More

Nicole Lawrence

Nicole Lawrence

Vice President

PPM AMERICA

Nicole joined PPM America’s Structured Finance team in 2005 and is currently a Vice President. Within the

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Luncheon Workshop

EXPLOITING OFF-THE-RUN SECURITIZATION OPPORTUNITIES

Wednesday November 13, 2013 | 12:15 pm to 1:15 pm

What will be covered:

  • How to find good value in off-the-run sectors – what is the yield potential compared to mainstream deals?
  • Understanding the drivers and securitization potential of sectors, such as: lottery receivables, timeshares, structured settlements, intellectual property, equipment leases, music royalties, etc.
  • Employing quantitative models to accurately assess risks in esoteric sectors
  • Ensuring you have suitable and robust covenants in place, specifically to protect you against operating risk

Sponsors

Media Partners

  • Register by

    Conference Only

    Workshop Only

    Conference and Workshop

  • August 15, 2013

    $799

    $149

    $895

  • September 15, 2013

    $849

    $199

    $995

  • October 15, 2013

    $899

    $249

    $1,045

  • November 13, 2013

    $999

    $299

    $1,145

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
Park Lane Hotel Park Lane Hotel

Park Lane Hotel

36 Central Park S

New York, NY

 

(212) 371-4000

http://www.parklanenewyork.com

 

iGlobal Forum is pleased to be hosting the Summit at the luxury Park Lane Hotel in New York. Located on Central Park in the Midtown business district, the Helmsley Park Lane hotel is just steps from Fifth Avenue shopping, Broadway theaters, Museum Mile, Radio City Hall, and Lincoln Center.

 

For discounted room rates, please contact the Reservation Department at 1-800-221-4982 by October 11th, 2013 and mention iGlobal Forum.

James Dooley

James Dooley

Managing Director

NEW OAK CAPITAL

James has over 18 years of experience trading and managing distressed residential mortgage loans, REO and other

View More

David Schulz

David Schulz

Treasurer

SPRINGLEAF

Dave was raised in New Jersey and attended The Catholic University of America in Washington D.C. obtaining a B.A. with

View More

Magnus Wilson-Webb

Magnus Wilson-Webb

Managing Director, Strategy

BNY MELLON

Magnus Wilson-Webb is the global strategy manager for the financial institution industry segment within BNY Mellon’s

View More

Berkin Kologlu

Berkin Kologlu

Senior Portfolio Manager

ANGELOAK CAPITAL

Mr. Kologlu focuses on building and managing strategies within the Collateralized Loan Obligations market.  Mr.

View More

Randy Robertson

Randy Robertson

Managing Director

BLACKROCK

Randy Robertson, Managing Director, is the co-head of the Securitized Asset Investment Team within BlackRock

View More

Robert Boggs

Robert Boggs

Vice President, Capital Markets

MARRIOTT VACATIONS WORLDWIDE CORPORATION

View More

Anthony Brown

Anthony Brown

Senior Director

NORD/LB

Anthony Brown is a Senior Director in the Asset Backed Finance department, concentrating in transaction origination and

View More

Steven Horne

Steven Horne

Founder, CEO & President

WINGSPAN PORTFOLIO ADVISORS

As Founder, CEO and President of Wingspan Portfolio Advisors, Steven Horne brings a wealth of mortgage servicing

View More

Tamer El-Rayess

Tamer El-Rayess

Chairman

CONTINENTAL FINANCE COMPANY

Tamer El-Rayess, Chairman. Mr. El-Rayess is a founding member of Continental Finance, the largest shareholder, and

View More

Darrell Wheeler

Darrell Wheeler

Head of CMBS Strategy Team

AMHERST SECURITIES

Mr. Wheeler heads up Amherst’s CMBS strategy. Prior to joining Amherst in 2010, Mr. Wheeler served as Managing

View More

Harris Trifon

Harris Trifon

Portfolio Manager and Research Analyst

WESTERN ASSET MANAGEMENT CO.

View More

Rajesh Agarwal

Rajesh Agarwal

Head of Mortgage Strategies

NAPIER PARK GLOBAL CAPITAL

Rajesh Agarwal is a Managing Director and the lead Portfolio Manager of Mortgage Strategies at Napier Park Global

View More

Kishore Yalamanchili

Kishore Yalamanchili

Senior Portfolio Manager & Head of Structured Products Research

KARYA CAPITAL MANAGEMENT

Kishore is responsible for trading and portfolio management of CMBS/RMBS/ABS products at Karya Capital. Prior to

View More

Scott J. Thomas

Scott J. Thomas

Executive Director, Senior Research Analyst, Columbus Fixed Income

JP MORGAN ASSET MANAGEMENT

Scott J. Thomas, executive director, is a credit research analyst within the Columbus Fixed Income Team.  In this

View More

Paul Sprinsky

Paul Sprinsky

Director, Student Loans Group

BABSON CAPITAL

View More

David Bondy

David Bondy

Managing Director & Head of ABS Origination, U.S. Structured Credit Solutions

NATIXIS

View More

Chris DiAngelo

Chris DiAngelo

Partner

KATTEN MUCHIN ROSENMAN LLP

Chris DiAngelo is Co-Head of the Structured Finance and Securitization Practice. His practice centers on financial

View More

Meredith Coffey

Meredith Coffey

Executive Vice President, Research & Analysis

LSTA

Meredith Coffey is Executive Vice President, running the Research and Analysis efforts at the Loan Syndications and

View More

James B. Lockhart III

James B. Lockhart III

Vice Chairman

WL ROSS & CO.

James B. Lockhart III is Vice Chairman of WL Ross & Co. LLC and a member of the Office of the Chairman and Investment

View More

Stewart Cutler

Stewart Cutler

Director

BARCLAYS CAPITAL

Stewart Cutler joined Barclays Capital in August 2010 as Head of Money Market Origination. Prior to joining Barclays,

View More

Volkan Kurtas

Volkan Kurtas

Founder

DFG INVESTMENT ADVISERS

Mr. Kurtas is the founder of DFG and directs the firm’s investment process. Prior to founding DFG, he launched the

View More

Mark Adelson

Mark Adelson

Managing Director

BONDFACTOR

Mark Adelson is the chief strategy officer of The BondFactor Company, LLC.  Adelson served as S&P's chief credit

View More

Robert E. Riedl

Robert E. Riedl

Chief Investment Officer

CONSUMER PORTFOLIO SERVICES

Robert E. Riedl has been Chief Investment Officer of Consumer Portfolio Services, Inc. ("CPS") since April 2006. Mr.

View More

Mark Fontanilla

Mark Fontanilla

Director, Residential Mortgage Research

WELLS FARGO SECURITIES

View More

Maggie Jiang, CFA

Maggie Jiang, CFA

Director, FID Global Asset Finance

CREDIT SUISSE

Maggie is a Senior Director in Structured Products, with expertise in Asset Back Securities (ABS) banking, origination,

View More

Serhan Secmen

Serhan Secmen

Managing Director

NAPIER PARK GLOBAL CAPITAL

Serhan Secmen, Managing Director, Structured Credit Portfolio Manager Serhan Secmen joined Napier Park Global Capital

View More

John Keiserman

John Keiserman

Partner

KATTEN MUCHIN ROSENMAN LLP

John Keiserman regularly represents issuers, underwriters and lenders on asset-backed and mortgage-backed structured

View More

Erik Deidan

Erik Deidan

Senior Vice President

SANTANDER INVESTMENT

View More

Bob Magee

Bob Magee

Chief Investment Officer

SHELLPOINT PARTNERS

Robert Magee is the Chief Investment Officer at Shellpoint Parnters. He was a founding member of C-BASS, and was

View More

Justin Tisler

Justin Tisler

Managing Director, Head of U.S. ABS Capital Markets

CRT CAPITAL GROUP

View More

Nicole Lawrence

Nicole Lawrence

Vice President

PPM AMERICA

Nicole joined PPM America’s Structured Finance team in 2005 and is currently a Vice President. Within the Structured

View More

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