FIIN Annual Symposium
New York, NY
June 24, 2019

Description

The Fixed Income Investor Network was founded with an industry mandate of providing insights and ongoing education to investors participating in the structured finance industry.

This marquee one-day event will explore recent industry trends showcasing thought leaders to highlight investment opportunities and risk adjusted returns unique to our industry. The program will provide sophisticated insights into the securitization market for investors. It will also include deeper dives on advanced topics for seasoned ABS investors such as LIBOR transition, CLO loan performance concerns and GSE reform. The unique aspect of this program versus other industry symposia is that the editorial content has been sourced by members of the Fixed Income Investor Network. It is the active participation of these industry leaders that differentiates this industry-leading event.

This event is designed for structured finance investors who are managing portfolios of structured finance instruments.

Who Should Attend
  • Institutional Allocators and Investors
  • Endowments and Foundations
  • Family Offices
  • Pension Consultants
  • Institutional Investor Consultants
  • Structured Finance Investors
  • ABS & CLO Managers and Investors
  • RMBS & CMBS Managers and Investors
  • Financial Technology Providers
  • Financial Service Providers with an interest in the Structured Finance Market
  • Structured Finance Bankers
  • Structured Finance Legal Advisors

Conference Highlights

Networking Tutorial

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Agenda

    Monday, June 24th, 2019

      9:00 AM
      Welcoming Remarks


        • Alessandro Pagani , VP, Portfolio Manager, Head of Mortgage and Structured Finance; Chairman, FIIN (Loomis, Sayles & Company, L.P.)
        • Dave Blide , Managing Director (Fixed Income Investor Network)

      9:15 AM
      Keynote Fireside Chat


        • Manish Kapoor CFA, Managing Principal (West Wheelock Capital)
        • Troy A. Paredes , Former Commissioner (U.S. Securities and Exchange Commission)

      9:40 AM
      Private Label Vs GSE Sponsored MBS

        • Why Private Label Securities and not GSE RMBS?
        • What risks are present in private label MBS? What could the due diligence process miss?
        • Investor rights including statute of limitations, reps and warranties and deal agent developments
        • Will GSE reform enable a more robust PLS RMBS Market?

        • Eric Kaplan , Director, Housing Finance Program (Milken Institute - Center for Financial Markets)
        • Vincent Fiorillo , Head of Global Relationship Management (DoubleLine Capital)
        • Jim Callahan , Executive Director (Pentalpha)
        • Alessandro Pagani , VP, Portfolio Manager, Head of Mortgage and Structured Finance; Chairman, FIIN (Loomis, Sayles & Company, L.P.)

      10:20 AM
      Refreshment Break


      10:35 AM
      How Venture Capital Assesses Opportunity: Lessons for the Traditional Asset Manager and Allocator

        • What can FI asset managers learn from investors in other parts of the capital structure?
        • What is PE and VC investors strategy to identify a scalable investment opportunity
        • How do VCs evaluate and price Fintech and online lending platforms
        • In what scenarios do interests of debt and VC interest converge and diverge?
        • How do PE & VC players address a non-performing investment and lessons for debt holders

        • Manish Kapoor CFA, Managing Principal (West Wheelock Capital)
        • Ed Wu , Managing Director (VION Investments)
        • Hans Thomas , Executive Director (1/0 Capital)
        • Ray Sturm , Founder & Chief Executive Officer (AlphaFlow)

      11:15 AM
      Investor Due Diligence and Protections: Fintech as the Great Equalizer

        • What are the key technological developments that are helping investors conduct due diligence
        • Innovations in post deal surveillance
        • How will fintech change the role of the trustee? Servicer?
        • Can technology help smaller investors scale up to compete on the scale of larger investment houses with greater resource?
        • Where are the following technologies being applied and to what result?
          • Smart Contracts
          • Blockchain
          • AI

        • Eric Kolchinsky , Director Structured Securities Group (National Association of Insurance Commissioners)
        • John Mizzi , Chief Strategy Officer (Bond.One)
        • Shari Noonan , Chief Executive Officer (Rialto Trading Technology)
        • Beth Sendra , Product Manager (Digital Asset)

      11:55 AM
      Delegate Luncheon


      1:00 PM
      What Else Can ABS Do?

        • Who are the main issuers of ABS and why would they choose securitization as a funding option?
        • From financing plain vanilla consumer ABS assets such as credit card receivables and auto loan payments, to the more exotic fare such as PACE and Solar lease and loans, insurance linked securities and franchise fees- what assets can be securitized?
        • What new and emerging trends are we witnessing in terms of assets being securitized?
        • What can fintech do to make illiquid asset a tradeable security? Tokenized assets

        • Joseph Lau , Managing Director & Chief Operating Officer (Lord Capital LLC)
        • Mario Rivera , Managing Director (Fortress Investment Group)
        • Fred W. Wang , Portfolio Manager (Hudson Cove Capital Management)
        • Fahd Basir , Managing Director (Prytania)

      1:40 PM
      The CLO Market Forum: What are the Top Ten Challenges According to Investors Going into H2 2019/Q1 2020?

        • Liquidity and trading concerns (time and expense and the bottlenecks that create this condition)
        • Declining asset quality
        • Covenant Lite CLOs, diminished investor protections
        • Ratings methodology and downgrade watch
        • Diminished arbitrage
        • Sector performance concerns: Retail
        • LIBOR transition
        • Loan prices and underwater warehouse lines
        • Risk retention: a net positive or negative for investors?
        • Tiering asset managers in a waning credit cycle

        • Anthony Schexnayder , Head of Business Development (KopenTech)
        • Olga Chernova , Chief Investment Officer (Sancus Capital Management)
        • Amir Vardi , Managing Director, Structured Products Portfolio Manager (Credit Suisse Asset Management)
        • Drew Sweeney , Managing Director (TCW Group Inc.)
        • Batur Bicer , Managing Director (Napier Park Global Capital)

      2:20 PM
      Refreshment Break


      2:35 PM
      ESG and Impact Investing

        • Overarching ESG/RI Considerations: What are investors' major focus areas? Are these investments outperforming the market and worth the risk?
        • Factors Specific to Structured Finance
          • Environmental - Does the underlying asset class have first- or second-order exposures to climate change or environmental degradation risks?
          • Social - Does the underlying asset (typically a loan) serve the needs and interests of the borrower in addition to those of the lender and securitization investors?
          • Governance - Does the securitization structure and related transaction documentation provide adequate investor protection?
        • Effective Implementation/Integration Approaches - Identifying investor expectations and obtaining relevant data

        • Robert McDonough , Senior Research Manager (Angel Oak Capital Advisors, LLC)
        • Gil Crawford , Chief Executive Officer (MicroVest)
        • Chris Miller , Director (TIAA Investments)

      3:15 PM
      Diversifying Fixed Income Portfolios

        • Why include ABS in your allocation strategy?
        • Choosing your asset manager
        • What sectors of the ABS market are most promising? Which may be headed for a downturn and why? Comparing CRT, CMBS, RMBS, CLOs, etc.
        • Where does ABS allocation fit in within a fixed income portfolio?
        • Landscape of ABS - existing product base and new asset classes being securitised
        • Yield and liquidity characteristics compared to other fixed income investments
        • ABS in a credit widening environment
        • How does ABS fit for pensions and endowments with long duration liabilities?
         
        • Leon Tatevossian , Adjunct Professor (NYU -(Courant and Tandon))
        • Fatima Batalvi , Analyst, Structured Product and Corporates (New Century Advisors)
        • Kyra Fecteau , Vice President, Investment Strategist (Loomis, Sayles & Company, L.P.)
        • Alyssa Irving , Fixed Income Portfolio Manager (Wellington Management)

      4:00 PM
      Symposium Concludes


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This is a <u>past</u> conference, no registration is available.

Contact Us

Venue

  • Conference Venue
  • Harvard Club of New York City


    35 W 44th Street
    New York, NY, 10036
    USA

Content/Audio Files

  • <span style="color: #888; font-size: 0.8em;">Only sessions that contain published presentations or audio files are shown here. To view full agenda please expand "Agenda" tab. <br/> <br/> Also please do not forget that if you are playing audio files on the mobile device (without being connected to WiFi), your Mobile/Cellural Internet data will be spent to play these audio files. </span>
  • Monday, June 24th, 2019

1120 Avenue of the Americas, 6th Floor, New York, NY 10036
Tel: +1(212)901-0506 Fax: +1(212)768-2484
Email: mail@imn.org


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