Specialty Finance Summit 2014

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About The Conference

iGlobal Forum's is pleased to announce the upcoming Specialty Finance Summit 2014, a deal-sourcing event, where investors will meet potential targets and acquirers for their businesses and issuers will share best practice strategies to generate new funding opportunities. Activity in the specialty finance sector is growing, as rates remain low and banks stay away from SMEs and high-risk consumers. The securitization markets have opened up and there is tremendous demand for the high-yield debt issued by specialty finance companies. Whether you are an alternative lender, investor or specialty finance company, the Summit will connect the leading executives in the market to network and benchmark from each other the latest best practice strategies.

Key Topics Covered

Know how FED and CFPB regulations are likely to develop, and how they impact specialty finance companies
Hear the issuers’ near-term plans and projections of how much money they will need in 2014
Discover how investors are sourcing the best specialty finance opportunities, and what deals they have been funding
Hear growth prospects for the specialty finance sector in a rising rate environment
Learn which pockets of the securitization market are most active, and what magnitude of financing and rates can you expect in 2014
  • Discuss the Dynamics and sustainability of wholesale funding for the specialty finance sector
  • Know how FED & CFPB regulations are likely to develop, and how they impact specialty finance companies
  • Hear the issuers’ near-term plans and projections of how much money they will need in 2014
  • Discover how investors are sourcing the best specialty finance opportunities, and what deals they have been funding
  • Hear growth prospects for the specialty finance sector in a rising rate environment
  • Learn which pockets of the securitization market are most active, and what magnitude of financing and rates can you expect in 2014

 

Network With Leading

  • Specialty Finance Companies
  • Private Equity Firms
  • Hedge Funds
  • BDCs
  • Wealth Management Firms
  • Senior Lenders
  • Asset Managers         
7:45 am - REGISTRATION AND NETWORKING BREAKFAST
8:30 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
8:45 am - GROWTH PROSPECTS FOR THE SPECIALTY FINANCE SECTOR
  • How much growth will there be from new sources of capital, such as BDCs and credit funds moving into the space?
  • Does the sector have enough natural demand to support the new capital coming in, or will an excess of originations lead to a bubble?
  • How would specialty finance players deal with rising interest rates? Will interest rate sensitivity affect existing portfolios, the origination of new assets and the sizing of the market?
  • What are ways specialty finance companies are hedging warehouse risk and rate risk post-securitization?
  • What does the scaling back of QE mean for the non-agency mortgage market? Will there be enough pickup in true purchase money transactions to offset the drop-off in re-financing?
  • Understanding the correlations between macro-economic events and loss rates
Patrick J. Dalton

Patrick J. Dalton

Chief Executive Officer

GB CREDIT PARTNERS

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Joyce A. Frost

Joyce A. Frost

Co-Founder

RIVERSIDE RISK ADVISORS

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Bob Ashcom

Bob Ashcom

Managing Director, Financial Services & Technology Investment Banking

SUNTRUST ROBINSON HUMPHREY, INC.

View More

Tamer El-Rayess

Tamer El-Rayess

Chairman

CONTINENTAL FINANCE COMPANY

View More

Rob Flowers

Moderator:

Rob Flowers

Partner

ATALAYA CAPITAL MANAGEMENT

View More

9:30 am - UNDERSTANDING THE DYNAMICS & SUSTAINABILITY OF FUNDING FOR THE SPECIALTY FINANCE INDUSTRY
  • Exploring the breadth of the market, how it has changed over recent years, and what developments you can expect in 2014
  • Analyzing what kinds of investors, and what parts of the capital structure are providing equity and sub-debt financing
  • What terms and conditions are senior lenders willing to offer specialty finance companies?
  • What criteria, returns and maturities are lenders looking for? What are the characteristics of the facilities they are looking to provide?
  • Which types of specialty finance companies can access the unsecured debt market, and how readily available is this type of credit?
Jeffrey Kramer

Jeffrey Kramer

Portfolio Manager, Capital Markets Group

ARES MANAGEMENT

View More

Christopher Ackerman

Christopher Ackerman

Principal

FLEXPOINT FORD

View More

James Murray

James Murray

Managing Director

FREEMAN & CO.

View More

Steve Migliero

Steve Migliero

Co-CEO

CRYSTAL FINANCIAL

View More

Moderator:

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10:15 am - MORNING NETWORKING BREAK
10:45 am - SECURING ACCESS TO CAPITAL OVER THE LONG-TERM
  • Overcoming the limitations on raising long-term senior secured debt facilities
  • Establishing a durable capital structure that will fund new growth within all credit and funding cycles
    • What are the trade-offs with costs?
  • How quickly are specialty finance issuers planning to ramp up? How much money will they need in 2014?
  • Getting warehousing lines – what are the big lenders willing to do, and what has their experience been?
  • What are bondholders looking for in today's market?
Michael Fields

Michael Fields

Managing Partner

MSF ENTERPRISES

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Matt Matza

Matt Matza

EVP

VISIO FINANCIAL SERVICES

View More

David C. Lee

David C. Lee

President & CEO

COLFORD CAPITAL HOLDINGS

View More

Timothy W. Stute

Moderator:

Timothy W. Stute

Managing Director

HOULIHAN LOKEY

View More

11:30 am - FINANCING EMERGING, NICHE BUSINESSES
  • Sourcing good specialty finance businesses, with high sustainable returns on equity, at attractive prices. What are investors seeing in the market today, and what deals they have been funding?
  • Understanding which specialty finance opportunities are well-placed to ultimately be acquired by a bank
  • Due diligence - investigating individuals, quality of contracts, technology risk, credit quality of the portfolio, etc.
  • Where is the next big investment opportunity? Focus on: peer-to-peer lending, small business credit, solar panel finance, timeshare finance, litigation receivables
John Fruehwirth

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

View More

Rupert Chisholm

Rupert Chisholm

Managing Director

ONE WILLIAM STREET

View More

Kevin Gibbons

Kevin Gibbons

Managing Director

CAPITAL ONE ASSET BACKED FINANCE

View More

Christopher Gillock

Moderator:

Christopher Gillock

Managing Director

COLONNADE ADVISORS

View More

12:15 pm - NETWORKING LUNCHEON
1:00 pm - ROUNDTABLE DISCUSSIONS

Choose your table and topic for an interactive discussion with fellow attendees on the most pressing issues facing the industry. Network at small tables while participating in lively topical conversation. This provides an excellent opportunity to meet others in your industry in a unique setting.

Roundtable 1

Identifying the Hottest Investment Opportunities for 2014

  • Peer-to-peer lending, Small business credit, Solar panel finance, Timeshare finance, Litigation receivables
Joyce A. Frost

Joyce A. Frost

Co-Founder

RIVERSIDE RISK ADVISORS

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Roundtable 2

Securing Capital for Specialty Finance Companies

  • Raising fund capital, Sourcing new investors, Establishing long-term capital structures

Roundtable 3

Securitization as an Exit Strategy

  • Current trends and expectations for 2014, and optimal ways to access the securitization markets
Maggie Jiang, CFA

Maggie Jiang, CFA

Director, FID Global Asset Finance

CREDIT SUISSE

View More

Roundtable 4

Regulatory Outlook

  • Future plans of the FED and CFPB, Political and legal risks for specialty finance companies
Stacey Schachter

Stacey Schachter

President

VION INVESTMENTS

View More

1:45 pm - RAISING FUND CAPITAL FOR SPECIALTY FINANCE COMPANIES
  • Sourcing new investors, and promoting the specialty finance sector to the investment community
  • Identifying the risk/reward of specialty finance for new investors
  • How do the rating agencies view the specialty finance world? When will they increase their coverage of specialty finance companies?
  • Raising capital for different sizes of portfolios
W. Bradford (Brad) Armstrong

W. Bradford (Brad) Armstrong

Principal

LOVELL MINNICK PARTNERS

View More

Larry Marsiello

Larry Marsiello

Managing Director

PINE BROOK ROAD PARTNERS

View More

Ben Marzouk

Ben Marzouk

Managing Director

MONROE CAPITAL

View More

Christopher Donohoe

Moderator:

Christopher Donohoe

Managing Director,

SANDLER O'NEILL & PARTNERS

View More

2:30 pm - SECURITIZATION AS AN EXIT STRATEGY
  • Understanding trends, and the current state of play, in the securitization market
  • What asset classes, magnitude of financing and rates can you expect in 2014?
  • Optimal ways for specialty finance companies to access the securitization markets
  • What are bondholders looking for today?
Brock Wolf

Brock Wolf

Executive Director

NATIXIS

View More

Stefano L. Sola

Stefano L. Sola

Executive Vice President & Chief Investment Officer

JGWPT HOLDINGS

View More

Todd R. Plotner

Todd R. Plotner

Partner

CHAPMAN AND CUTLER LLP

View More

Cecilia Park

Cecilia Park

President

AXIS CAPITAL, INC.

View More

Ken Wormser

Moderator:

Ken Wormser

Managing Director

GREENSLEDGE CAPITAL MARKETS

View More

3:00 pm - FIRESIDE CHAT: IDENTIFYING THE HOTTEST MARKETS & SECTORS FOR 2014
  • Finding opportunities in protected niches
  • Utilizing sidecar vehicles: how available are they for specialty finance companies?
  • Proactively managing risk (operations risk, concentration risk, repurchase risk and regulatory risk)
  • Managing a high quality specialty finance program
David Moore

David Moore

Chief Financial Officer

MIDCAP FINANCIAL

View More

Andrea L. Petro

Andrea L. Petro

Executive Vice President / Division Manager, Lender Finance

WELLS FARGO CAPITAL FINANCE

View More

Brian Gerson

Brian Gerson

Executive Vice President

SOLAR CAPITAL

View More

Bharath T. Srikrishnan

Moderator:

Bharath T. Srikrishnan

Partner

PINE BROOK PARTNERS

View More

3:30 pm - CHAIRMAN'S SUMMARY & NETWORKING

Speakers

Matt Matza

Matt Matza

EVP

VISIO FINANCIAL SERVICES

Matt Matza is Econohomes / VFS's  Vice President of Corporate Development, where he is responsible for

View More

Michael Fields

Michael Fields

Managing Partner

MSF ENTERPRISES

Michael has spent the past 23 years in the capital markets focused on alternative investments as a banker,

View More

Patrick J. Dalton

Patrick J. Dalton

Chief Executive Officer

GB CREDIT PARTNERS

Patrick Dalton leads GB Credit Partners, the investment management affiliate of Gordon Brothers Group. With over

View More

Bob Ashcom

Bob Ashcom

Managing Director, Financial Services & Technology Investment Banking

SUNTRUST ROBINSON HUMPHREY, INC.

Bob is a Managing Director and co-head of SunTrust Robinson Humphrey’s specialty finance investment banking

View More

Brock Wolf

Brock Wolf

Executive Director

NATIXIS

Brock Wolf is an Executive Director in Natixis’s Global Structured Credit and Solutions business.  Brock joined

View More

Steve Migliero

Steve Migliero

Co-CEO

CRYSTAL FINANCIAL

Steven Migliero is a Senior Managing Director of Crystal Financial and is responsible for leading the originations

View More

W. Bradford (Brad) Armstrong

W. Bradford (Brad) Armstrong

Principal

LOVELL MINNICK PARTNERS

 

Brad joined the Philadelphia office of LMP in 2009.  Prior to joining LMP, Brad was part of the Financial

View More

David C. Lee

David C. Lee

President & CEO

COLFORD CAPITAL HOLDINGS

 

Joined January 1, 2012 to build a leading diversified specialty finance company. Over 24 years of investment

View More

David Moore

David Moore

Chief Financial Officer

MIDCAP FINANCIAL

 

Mr. Moore is a co-founder and Chief Financial Officer of MidCap Financial, where he is responsible for all

View More

Bharath T. Srikrishnan

Bharath T. Srikrishnan

Partner

PINE BROOK PARTNERS

Mr. Srikrishnan joined Pine Brook in September 2015 and is a managing director on the financial services

View More

Rob Flowers

Rob Flowers

Partner

ATALAYA CAPITAL MANAGEMENT

 

Robert Flowers is a Partner of Atalaya Capital Management LP, an alternative investment firm focused on

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

Stefano L. Sola

Stefano L. Sola

Executive Vice President & Chief Investment Officer

JGWPT HOLDINGS

Stefano Sola is the Executive Vice President and Chief Investment Officer of JGWPT Holdings, LLC.  JGWPT Holdings

View More

James Murray

James Murray

Managing Director

FREEMAN & CO.

 

• 28 years of financial services industry experience, with a focus on specialty finance and banks
• Has

View More

John Fruehwirth

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

John Fruehwirth is the Managing Partner of Rotunda Capital Partners. Since founding RCP in 2008, they have

View More

Larry Marsiello

Larry Marsiello

Managing Director

PINE BROOK ROAD PARTNERS

Larry joined Pine Brook Partners in April 2010 and is a managing director. Pine Brook is an investment firm with

View More

Christopher Ackerman

Christopher Ackerman

Principal

FLEXPOINT FORD

Christopher J. Ackerman is a Principal of Flexpoint Ford focused on identifying, evaluating and executing

View More

Jeffrey Kramer

Jeffrey Kramer

Portfolio Manager, Capital Markets Group

ARES MANAGEMENT

Mr. Kramer is a Portfolio Manager within the Ares Capital Markets Group, and is primarily responsible for managing

View More

Nicolas D. Zerbib

Nicolas D. Zerbib

Senior Principal

STONE POINT CAPITAL LLC

Nicolas D. Zerbib is a Senior Principal of Stone Point Capital LLC, a global private equity firm based in

View More

Christopher Gillock

Christopher Gillock

Managing Director

COLONNADE ADVISORS

Chris Gillock joined Colonnade Advisors as a Managing Director in 2004. Previously, Chris was Executive Vice

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

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

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

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

Andrea L. Petro

Andrea L. Petro

Executive Vice President / Division Manager, Lender Finance

WELLS FARGO CAPITAL FINANCE

Andrea Petro is an Executive Vice President and Division Manager of the Lender Finance division of Wells Fargo

View More

Timothy W. Stute

Timothy W. Stute

Managing Director

HOULIHAN LOKEY

Mr. Stute is a Managing Director in Houlihan Lokey’s Financial Institutions Group. He has 15 years of experience

View More

Todd R. Plotner

Todd R. Plotner

Partner

CHAPMAN AND CUTLER LLP

Todd Plotner is a Partner at Chapman and Cutler LLP specializing in securitizations, structured finance and

View More

Brian Gerson

Brian Gerson

Executive Vice President

SOLAR CAPITAL

Brian Gerson is the Executive Vice President of Solar Capital Ltd. (NASDAQ: SLRC), and a senior investment

View More

Rupert Chisholm

Rupert Chisholm

Managing Director

ONE WILLIAM STREET

Rupert is a managing director at One William Street Capital Management, L.P., a credit-focused asset manager based

View More

Ben Marzouk

Ben Marzouk

Managing Director

MONROE CAPITAL

View More

Kevin Gibbons

Kevin Gibbons

Managing Director

CAPITAL ONE ASSET BACKED FINANCE

Kevin is responsible for origination and structuring of asset-backed financings for specialty finance companies

View More

Cecilia Park

Cecilia Park

President

AXIS CAPITAL, INC.

Cecilia Park is currently the President of Axis Capital, Inc., an independent commercial equipment finance

View More

Ken Wormser

Ken Wormser

Managing Director

GREENSLEDGE CAPITAL MARKETS

Mr. Wormser is a Managing Director at GreensLedge Capital Markets LLC (“GreensLedge” or the “Firm”). Mr.

View More

Post-Conference Workshop

Ensuring Sustainable Funding for Specialty Finance Companies

Wednesday January 15, 2014 | 3:45 pm to 5:15 pm

 

This interactive session will explore how specialty finance companies can continually generate new sources of capital to fund the growth of their business. The session will give you valuable new insights into:
How you can establish a durable capital structure that will withstand all credit and funding cycles
Which investors are providing sub-debt and equity to the sector, and what types of investments they are prioritizing
How you can engage new investors and secure their investment in your company
Which lenders are most actively providing senior secured debt, and what terms and conditions you can agree
Optimal ways to track and access the securitization markets

This interactive session will explore how specialty finance companies can continually generate new sources of capital to fund the growth of their business. The session will give you valuable new insights into:

  • How you can establish a durable capital structure that will withstand all credit and funding cycles
  • Which investors are providing sub-debt and equity to the sector, and what types of investments they are prioritizing
  • How you can engage new investors and secure their investment in your company
  • Which lenders are most actively providing senior secured debt, and what terms and conditions you can agree
  • Optimal ways to track and access the securitization markets

You will leave this session knowing how to secure the long-term access to capital that your business needs to thrive.

Bharath T. Srikrishnan

Bharath T. Srikrishnan

Partner

PINE BROOK PARTNERS

View More

Nicolas D. Zerbib

Nicolas D. Zerbib

Senior Principal

STONE POINT CAPITAL LLC

View More

Sponsors

Media Partners

  • Register by

    Conference Only

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  • November 20, 2013

    $799

    $149

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  • December 5, 2013

    $849

    $199

    $995

  • December 31, 2013

    $899

    $249

    $1,045

  • January 15, 2014

    $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 December 27th, 2013 and mention iGlobal Forum.

Matt Matza

Matt Matza

EVP

VISIO FINANCIAL SERVICES

Matt Matza is Econohomes / VFS's  Vice President of Corporate Development, where he is responsible for spearheading

View More

Michael Fields

Michael Fields

Managing Partner

MSF ENTERPRISES

Michael has spent the past 23 years in the capital markets focused on alternative investments as a banker, allocator,

View More

Patrick J. Dalton

Patrick J. Dalton

Chief Executive Officer

GB CREDIT PARTNERS

Patrick Dalton leads GB Credit Partners, the investment management affiliate of Gordon Brothers Group. With over 20

View More

Bob Ashcom

Bob Ashcom

Managing Director, Financial Services & Technology Investment Banking

SUNTRUST ROBINSON HUMPHREY, INC.

Bob is a Managing Director and co-head of SunTrust Robinson Humphrey’s specialty finance investment banking

View More

Brock Wolf

Brock Wolf

Executive Director

NATIXIS

Brock Wolf is an Executive Director in Natixis’s Global Structured Credit and Solutions business.  Brock joined

View More

Steve Migliero

Steve Migliero

Co-CEO

CRYSTAL FINANCIAL

Steven Migliero is a Senior Managing Director of Crystal Financial and is responsible for leading the originations team

View More

W. Bradford (Brad) Armstrong

W. Bradford (Brad) Armstrong

Principal

LOVELL MINNICK PARTNERS

 

Brad joined the Philadelphia office of LMP in 2009.  Prior to joining LMP, Brad was part of the Financial

View More

David C. Lee

David C. Lee

President & CEO

COLFORD CAPITAL HOLDINGS

 

Joined January 1, 2012 to build a leading diversified specialty finance company. Over 24 years of investment

View More

David Moore

David Moore

Chief Financial Officer

MIDCAP FINANCIAL

 

Mr. Moore is a co-founder and Chief Financial Officer of MidCap Financial, where he is responsible for all finance

View More

Bharath T. Srikrishnan

Bharath T. Srikrishnan

Partner

PINE BROOK PARTNERS

Mr. Srikrishnan joined Pine Brook in September 2015 and is a managing director on the financial services investment

View More

Rob Flowers

Rob Flowers

Partner

ATALAYA CAPITAL MANAGEMENT

 

Robert Flowers is a Partner of Atalaya Capital Management LP, an alternative investment firm focused on investing

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

Stefano L. Sola

Stefano L. Sola

Executive Vice President & Chief Investment Officer

JGWPT HOLDINGS

Stefano Sola is the Executive Vice President and Chief Investment Officer of JGWPT Holdings, LLC.  JGWPT Holdings is

View More

James Murray

James Murray

Managing Director

FREEMAN & CO.

 

• 28 years of financial services industry experience, with a focus on specialty finance and banks
• Has raised

View More

John Fruehwirth

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

John Fruehwirth is the Managing Partner of Rotunda Capital Partners. Since founding RCP in 2008, they have completed

View More

Larry Marsiello

Larry Marsiello

Managing Director

PINE BROOK ROAD PARTNERS

Larry joined Pine Brook Partners in April 2010 and is a managing director. Pine Brook is an investment firm with more

View More

Christopher Ackerman

Christopher Ackerman

Principal

FLEXPOINT FORD

Christopher J. Ackerman is a Principal of Flexpoint Ford focused on identifying, evaluating and executing investment

View More

Jeffrey Kramer

Jeffrey Kramer

Portfolio Manager, Capital Markets Group

ARES MANAGEMENT

Mr. Kramer is a Portfolio Manager within the Ares Capital Markets Group, and is primarily responsible for managing

View More

Nicolas D. Zerbib

Nicolas D. Zerbib

Senior Principal

STONE POINT CAPITAL LLC

Nicolas D. Zerbib is a Senior Principal of Stone Point Capital LLC, a global private equity firm based in Greenwich,

View More

Christopher Gillock

Christopher Gillock

Managing Director

COLONNADE ADVISORS

Chris Gillock joined Colonnade Advisors as a Managing Director in 2004. Previously, Chris was Executive Vice President

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

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

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

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

Andrea L. Petro

Andrea L. Petro

Executive Vice President / Division Manager, Lender Finance

WELLS FARGO CAPITAL FINANCE

Andrea Petro is an Executive Vice President and Division Manager of the Lender Finance division of Wells Fargo Capital

View More

Timothy W. Stute

Timothy W. Stute

Managing Director

HOULIHAN LOKEY

Mr. Stute is a Managing Director in Houlihan Lokey’s Financial Institutions Group. He has 15 years of experience

View More

Todd R. Plotner

Todd R. Plotner

Partner

CHAPMAN AND CUTLER LLP

Todd Plotner is a Partner at Chapman and Cutler LLP specializing in securitizations, structured finance and community

View More

Brian Gerson

Brian Gerson

Executive Vice President

SOLAR CAPITAL

Brian Gerson is the Executive Vice President of Solar Capital Ltd. (NASDAQ: SLRC), and a senior investment professional

View More

Rupert Chisholm

Rupert Chisholm

Managing Director

ONE WILLIAM STREET

Rupert is a managing director at One William Street Capital Management, L.P., a credit-focused asset manager based in

View More

Ben Marzouk

Ben Marzouk

Managing Director

MONROE CAPITAL

View More

Kevin Gibbons

Kevin Gibbons

Managing Director

CAPITAL ONE ASSET BACKED FINANCE

Kevin is responsible for origination and structuring of asset-backed financings for specialty finance companies and

View More

Cecilia Park

Cecilia Park

President

AXIS CAPITAL, INC.

Cecilia Park is currently the President of Axis Capital, Inc., an independent commercial equipment finance company, of

View More

Ken Wormser

Ken Wormser

Managing Director

GREENSLEDGE CAPITAL MARKETS

Mr. Wormser is a Managing Director at GreensLedge Capital Markets LLC (“GreensLedge” or the “Firm”). Mr.

View More

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