Presentations from this year’s meeting include…
SECURITIZATION: WHERE WE ARE TODAY
Speaker:
Diane Citron, Partner, MAYER, BROWN, ROWE & MAW LLP
Click here for presentation materials: Securitization: Where We Are Today.
AN INTRODUCTION TO CURRENT POLICY ISSUES
Speaker:
Myron Glucksman, President, MYRON GLUCKSMAN CONSULTING
Click here for presentation materials: Introduction to Policy Issues.
SECURITIZATION MECHANICS
Speaker:
Richard Simonds, Partners, THACHER PROFFITT & WOOD LLP
Click here for presentation materials: Securitization Mechanics.
THINGS INVESTORS SHOULD KNOW
Speaker:
Thomas Gillis, Managing Director, STANDARD & POOR’S
Click here for presentation materials: Agenda, CARAT, CIT, Fleet Bank CCMT, Household Affinity, Imperial Savings, MTTC, Things Investors Should Know.
SECURITIZATION ACCOUNTING - CURRENT ISSUES AND CONTROVERSIES
Speaker:
David Thrope, ERNST & YOUNG LLP
Click here for presentation materials: Securitization and Accounting: Current Issues and Controversies
GENERAL SESSION: BRINGING IT ALL TOGETHER
Moderator:
Ren Martin, Partner SIDLEY, AUSTIN, BROWN & WOOD LLP
Panelists:
Sean Wilson, Managing Director, GE CORPORATE CAPITAL MARKETS
John Gibson, Partner, PRICEWATERHOUSECOOPERS LLP
Click here for presentation materials: General Session: Bringing It All Together - The Securitization Process.
FOUR PERSPECTIVES ON THE ABS MARKET
Moderator:
Black Murphy, Vice President, FORTIS SECURITIES LLC
Panelists:
Tony Smith, Managing Director, JPMORGAN CHASE & CO.
David Heike, Senior Vice President, LEHMAN BROTHERS INC.
Kenneth Posner, Managign Director, MORGAN STANLEY
Mark Klipsch, Director, Orix USA CORPORATION
Click here for presentation materials: Four Perspectives On The Abs Market.
ASSET-BACKED SECURITIES OFFERING PROCESS REFORM INITIATIVES
Moderator:
George Miller, Executive Director, AMERICAN SECURITIZATION FORUM
Panelists:
Paula Dubberly, Associate Director, U.S. SECURITIES AND EXCHANGE COMMISSION
Lisa Lundsten, Managing Director, GMAC-RFC
Bianca Russo, Managing Director, JPMORGAN CHASE & CO.
Michael Mitchell, Partner, ORRICK, HERRINGTON & SUTCLIFFE LLP
Cynthia Strauss, Vice President, FIDELITY INVESTMENTS INC.
Click here for Michael Mitchell presentation materials: Regulation AB
INTERNATIONAL MARKET UPDATE
Moderator:
John Chauvel, Managing Director, SG CORPORATE AND INVESTMENT BANKING
Panelists:
Roger Desmarchelier, Head of Group Securitization, ST. GEORGE BANK AUSTRALIA
Iain Barbour, Global Head of Debt Markets, COMMERZBANK SECURITIES
Robert Plehn, Head of Securitization, HBOS
Joe Horne, Managing Director, MERRILL LYNCH BANK
Click here for presentation materials: International Market Update.
LESSONS LEARNED FROM BROKEN DEALS
Moderator:
Nicolas Weill, Chief Credit Officer, MOODY’S INVESTORS SERVICE
Panelists:
Thomas Glanfield, Partner, ERNST & YOUNG LLP
John Lilly, Managing Director, MBIA INSURANCE CORPORATION
Mark Adelson, Director, NOMURA SECURITIES INTERNATIONAL, INC.
Click here for presentation materials: ABS Credit Migrations.
BASEL II AND U.S. REGULATORY CAPITAL DEVELOPMENTS
Moderator:
Jason Kravitt, Senior Partner, MAYER, BROWN, ROWE & MAW LLP
Panelists:
Tom Boemio, Senior Supervisor, FEDERAL RESERVE BOARD OF GOVERNORS
Leon Dadoun, Managing Director, CIBC WORLD MARKETS
Debbie Toennies, Managing Director, JPMORGAN CHASE & CO.
FICO IN-DEPTH
Moderator:
Ron D’Vari, Managing Director, STATE STREET RESEARCH &MANAGEMENT
Panelist:
Karlene Bowen, Director, FAIR ISAAC CORPORATION
Click here for presentation materials: Demystifying FICO Scores.
INFORMATINO TECHNOLOGY AND ANALYTIC CHALLENGES IN THE STRUCTURED CREDIT MARKETPLACE
Moderator:
Rod Dubitsky, Director, CREDIT SUISSE FIRST BOSTON LLC
Panelists:
Sandy Szakach, Senior Managing Director, PPM AMERICA
Mani Sabapathi, Principal, PRUDENTIAL FINANCIAL
Noelle Savarese, Managing Director, C-BASS LLC
INVESTOR RELATIONSHIPS WITH THE TRUSTEE
Moderator:
Edward Gainor, Partner, MCKEE NELSON LLP
Panelists:
Robert Frier, Director, DEUTSCHE BANK TRUST
Marianna Stershic, Vice President, WELLS FARGO TRUST
Ilona Crosswhite, Investment Counsel, THE HARTFORD INVESTMENT MANAGEMENT
Kalyan Das, Partner, SEWARD & KISSEL LLP
Tom Denkler, Managing Director, AIG GLOBAL INVESTMENT GROUP
Click here for presentation materials: Outline for Investor Relations With The Trustee.
THE ROLE OF RATING AGENCIES IN THE SECURITIZATION MARKETS
Moderator:
Ruth Strauss, Partner, CHAPMAN AND CUTLER LLP
Panelists:
Mark Attar, Special Counsel, SEC DIVISION OF MARKET REGULATION
Diane Maurice, Principal, STATE STREET GLOBAL ADVISORS
Rita Bolger, Managing Director, STANDARD & POOR’S
Farisa Zarin, Senior Vice President, MOODY’S INVESTORS SERVICE
Kim Olson, Senior Director, FITCH RATINGS
Click here for presentation materials: The Role of Rating Agencies in the Securitization Markets.
CREDIT UNDERWRITING FOR SECURITIZATION COLLATERAL
Moderator:
Michelle Russell-Dowe, Director & Portfolio Manager, HYPERION CAPITAL MANAGEMENT
Panelists:
David Wells, Vice President, OPTION ONE MORTGAGE CORPORATION
Ernie Bretana, SAXON MORTGAGE
Renee Deane, Executive Vice President, AMERIQUEST MORTGAGE COMPANY
Charles Freeman, Chief Credit Officer, LONG BEACH MORTGAGE COMPANY
Click here for Audience Questions:.
bio
ABCP: WHAT’S NEW IN THE MONEY MARKET?
Moderator:
Debbie Cunningham, Senior Vice President, FEDERATED INVESTORS INC.
Panelists:
G. Whitfield McDowell, Managing Director, BANC OF AMERICA SECURITIES
Marilyn Hill, Managing Director, LEHMAN BROTHERS INC.
Debbie Seife, Managing Director, FITCH RATINGS
Click here for Debbie Cunningham presentation materials: ABCP -- What’s New In The Money Market?.
Click here for Debbie Seife presentation materials: Rating Agency Methodologies & Refinements.
SECURITIZATION PATENTS AND INTELLECTUAL PROPERTY ISSUES
Moderator:
Stephen C. Glazier, Partner, KIRKPATRICK & LOCKHART LLP
Panelist:
John Squires, Patent Counsel, GOLDMAN SACHS & CO.
Click here for Stephen C. Glazier presentation materials: Securitization Patents and Intellectual Property Issues.
Click here for John Squires presentation materials: Patents Visited Upon Us: A Wall Street Perspective.
ISSUER PRESENTATION: AMERICREDIT CORPORATION
Click here for presentation materials: Financial and Strategic Overview.
CORPORATE CDO SECTOR REVIEW
Moderator:
Ira Wagner, Senior Managing Director, BEAR STEARNS & CO. INC.
Panelists:
Anthony Thompson, Managing Director, DEUTSCHE BANK SECURITIES INC.
David Teicher, Senior Vice President, MOODY’S INVESTORS SERVICE
Ron D’Vari, Managing Director, STATE STREET RESEARCH & MANAGEMENT
Click here for presentation materials: Corporate CDO Sector Review.
EXTENDABLE / CALLABLE ABCP DEVELOPMENTS
Moderator:
Everett Rutan, Senior Vice President, MOODY’S INVESTORS SERVICE
Panelists:
Eileen Bannon, Partner, DEWEY BALLANTINE LLP
Randy Harrison, Managing Director, CITIGROUP GLOBAL MARKETS
Fouad Onbargi, Director, BARCLAYS CAPITAL
AUTO LEASE SECTOR REVIEW
Moderator:
Steven Vierengel, Vice President, CITIGROUP GLOBAL MARKETS
Panelists:
Jennifer Kuritz, Senior Manager, NISSAN NORTH AMERICA
Raj Sundaram, President, AUTOMOTIVE LEASE GUIDE
Felix Herrera, Director, STANDARD & POOR’S
Diane Maurice, Principal, STATE STREET GLOBAL ADVISORS
Click here for presentation materials: Auto Lease Sector Review
ISSUER PRESENTATION: IRWIN HOME EQUITY CORPORATION
ASF INVESTOR PERSPECTIVES
Moderator:
Doug Murray, Group Managing Director, FITCH RATINGS
Panelists:
Daniel Stachel, Principal, STATE STREET GLOBAL INEVSTORS
Debbie Cunningham, Senior Vice President, FEDERATED INVESTORS
Josh Anderson, Portfolio Manager, PACIFIC INVESTMENT MANAGEMENT CO.
Sanjeev Handa, Managing Director, TIAA-CREF
Ron Mass, Principal, Portfolio Manager, WESTERN ASSET MANAGEMENT COMPANY
Steven C. Busby, Managing Director, GREENWICH ASSOCIATES
Click here for Steven C. Busby presentation materials: Investor Survey.
KEYNOTE SPEAKER
Dr. Alan S. Blinder, Partner, PROMONTORY FINANCIAL GROUP LLC,
Former Vice-Chairman fo the Federal Reserve Board
Click here for presentation materials: If You Were Alan Greenspan, What Would You Do?
ABS SYNDICATE PRACTICES
Moderator:
Joel Horne, Managing Director, MERRILL LYNCH BANK
Panelists:
Ish McLaughlin, Managing Director, CITIGROUP GLOBAL MARKETS
Brian Wiele, Managing Director, DEUTSCHE BANK SECURITIES
Tricia Hazelwood, Managing Director, CREDIT SUISSE FIRST BOSTON LLC
Craig Leonard, Head of ABS Syndicate, BARCLAYS CAPITAL
Click here for presentation materials: ABS Syndicate Practices.
HOT ISSUES IN SECURITIZATION ACCOUNTING
Moderator:
Martin Rosenblatt, Partner, DELOITTE &TOUCHE LLP
Panelists:
Lisa Filomia-Atkas, Partner, ERNST & YOUNG LLP
Douglas van Ness, Executive Director, MORGAN STANLEY
Thomas Kunz, Partner, SKADDEN, ARPS, SLATE, MEAGHER & FLOM LLP
Scott Taub, Deputy Chief Accountant, SEC OFFICE OF THE CHIEF ACCOUNTANT
STATIC POOL DISCLOSURES: WHAT’S NEEDED?
Moderator:
Lawrence Rubenstein, General Counsel, WELLS FARGO ASSET SECURITIES CORPORATION
Panelists:
Jerry Hamstead, Director, CAPITAL ONE
Charles Schorin, Managing Director, MORGAN STANLEY
Steven Kudenholdt, Partner, THACHER PROFFITT & WOOD LLP
Reginald Imamura, Managing Director, PNC CAPITAL MARKETS
Click here for presentation materials: SEC’s Regulation AB.
BUYER BEWARE: WHAT SHOULD YOU KNOW ABOUT SELLER-SERVICERS BEFORE YOU BUY?
Moderator:
Kevin Duignan, Managing Director, FITCH RATINGS
Panelists:
James Grady, Director, DEUTSCHE BANK ASSET MANAGEMENT
Anup Agarwal, Senior Manager, INVESCO
Sue Ellis, CEO, THE MURRAYHILL COMPANY
Rick Holzinger, Managing Director, FINANCIAL SECURITY ASSURANCE
AUTO LOAN SECTOR REVIEW
Moderator:
John McWilliams, Managing Director, CREDIT SUISSE FIRST BOSTON LLC
Panelists:
Al Ciafre, Director of Auto Securitization, CAPITAL ONE FINANCIAL CORPORATION
Susan Sheffield, Senior Vice President, AMERICREDIT CORPORATION
Michael Babick, First Vice President, AMBAC INSURANCE
INVESTOR ACCOUNTING ISSUES
Moderator:
C.J. De Santis, Managing Director, PENTALPHA CAPITAL GROUP
Panelists:
Michael H. Hall, Partner, KPMG LLP
Frank Serravalli, Partner, PRICEWATERHOUSECOOPERS LLP
Jim Mountain, Partner, DELOITTE & TOUCHE, LLP
Scott Taub, Deputy Chief Accountant, SEC OFFICE OF CHIEF ACCOUNTANT
Click here for presentation materials: Investor Accounting Issues, FAS 133 (single slide).
CDO SECONDARY MARKET ISSUES
Moderator:
David Tesher, Managing Director, STANDARD & POOR’S
Panelists:
Erik Siegel, Director, MORGAN STANLEY
Jason Schechter, Managing Director, LEHMAN BROTHERS INC.
Adam Siegel, Managing Director, BEAR STEARNS & CO. INC.
David Weeks, Director, MERRILL LYNCH & CO. INC.
ABCP CAPITAL DEVELOPMENTS
Moderator:
Manjeet Kaur, Director, STANDARD & POOR’S
Panelists:
Deborah Toennies, Managing Director, JPMORGAN CHASE SECURITIES
Jason Cave, Senior Capital Markets Specialist, FEDERAL DEPOSIT INSURANCE CORPORATION
John Smathers, Managing Director, PNC CAPITAL MARKETS
U.S. REGIONAL REAL ESTATE ECONOMIC TRENDS
Panelists:
Amy Crews Cutts, Chief Economist, FREDDIE MAC
Kathy Bostjancic, Senior Economist, MERRILL LYNCH & CO. INC.
Click here for Amy Crews Cutts presentation materials: Arguments Against The Existence of House Price Bubbles.
Click here for Kathy Bostjancic presentation materials: Characteristics of a Housing Bubble.
ISSUER PRESENTATION: HIPOTECARIA SU CASITA / GMAC FINANCIERA / INFONAVIT
title
Click here for presentation materials: Mexican Issuers.
MANUFACTURED HOUSING UPDATE
Moderator:
Tom Hiner, Partner, HUNTON & WILLIAMS LLP
Panelists:
Mark Landschulz, Executive Vice President, ORIGEN FINANCIAL, INC.
Jim Clifton, Vice President, MANUFACTURED HOUSING INSTITUTE
Christopher Conroy, Director, STANDARD & POOR’S
Paul Humphre, Director, CITIGROUP GLOBAL MARKETS, INC.
Click here for presentation materials: Manufactured Housing Update.
EMERGING MARKETS UPDATE
Moderator:
Maria Muller, Vice President, MOODY’S INVESTORS SERVICE
Panelists:
Ricardo Paranhos, Deputy General Manager, BANCO DO BRASIL
Mark D. Zaltman, Finance Director, HIPOTECARIA SUCASITA
Emile Arca, Partner, DEWEY BALLANTINE LLP
Click here for Maria Muller presentation materials: 2004 Review and 2005 Outlook: Latin America ABS and MBS.
Click here for Ricardo Paranhos presentation materials: Securitization.
Click here for Mark Zaltman presentation materials: Expanding Markets - Opportunities in the Mexican Housing Finance Market.
