Equipment Finance
New York, NY
March 20, 2019

Description

IMN, along with the Equipment Leasing and Finance Association (ELFA), will host the Annual Investors' Conference on Equipment Finance on March 20, 2019 in New York City. This one day event focuses on educating investors and equipment finance companies about the latest industry trends and developments.

As the global leader in structured finance conferences with contacts in the fixed income investor and issuer community, we are able to attract a unique audience representing institutional and private investors, alongside key decision makers at the highest level at leasing finance companies. 

As many companies broaden their focus to include all kinds of equipment finance and related services that present strong opportunities for sustained growth, there has never been a better time to hear from expert speakers in the equipment finance sector. The 2019 event will include extensive coverage on outlook for the year ahead, structural and legal challenges, risk management, capital markets and transportation finance.

Who Should Attend
  • CEO/CFO/Finance Directors of Equipment Finance Companies
  • Investors and Providers of Private Capital (Private Equity and Hedge Funds)
  • Rating Agencies
  • Investment Bankers
  • Credit Enhancers
  • Financial Advisors
  • Lawyers
  • Trustees
  • Technology Service Providers

Polls

Issuers & Investors 147

To view audience list you must be signed in

Sign-In

Networking Tutorial

    Platform Introduction

    LOADING MEDIA...

    Getting Started

    LOADING MEDIA...

    Updating Personal Info

    LOADING MEDIA...

    Updating Demographics

    LOADING MEDIA...

    Searching By Name/Company

    LOADING MEDIA...

    Filter By Demographics

    LOADING MEDIA...

    Send Invitation

    LOADING MEDIA...

    Accept Invitation

    LOADING MEDIA...

    Messaging Connections

    LOADING MEDIA...

    Post Conference Content

    LOADING MEDIA...

Networking

To utilize our online networking platform, you must be registered for conference and signed-in

Sign-In

My Agenda

  • To view your agenda you must be signed in Sign-In

Agenda

    Wednesday, March 20th, 2019

      8:00 AM
      Registration & Breakfast


      9:00 AM
      Host’s Opening Remarks & Quick Fire Trends for 2019

        • Equipment Leasing and Finance Industry update
        • Quick Fire Trends for 2019 and Beyond

        • Lewis Manson , Associate Conference Producer (IMN)
        • Ralph Petta , President and Chief Executive Officer (Equipment Leasing and Finance Association (ELFA))
        • Anthony Cracchiolo , President & Chief Executive Officer (U.S. Bank Equipment Finance)

        Poll
        Contains 1 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      9:30 AM
      Keynote Address

        • Macro-Economic Factors: Disruptions, Threats, Default Cycle, Tariffs. What potential affects do these have on demand?

        • Dr. Robert Wescott , Founder and President (Keybridge Research LLC)

        Poll
        Contains 1 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      10:10 AM
      The Big Picture: A Year in Review and Looking Forward to the Year Ahead

        • Consolidation: How are Mergers & Acquisitions affecting the sector?
        • What risks and opportunities are there for 2019?
        • 2018 Q4 and overall performance compared to 2019 projections
        • What are the potential impacts to bank lenders? Volume changes in late cycle, regulatory confinements, evolving compliance and credit issues and requirements? How does this impact lending and are we seeing incentivisation towards riskier deals?
        • What are the recent trends in Equipment Leasing? Big vs small ticket, changes in issuance, asset classes, green portfolios
        • Geo-political and economic perspectives for the Asia Pacific region and other global jurisdictions. International trade relationships, TPP, RCEP, Multi and bi-lateral agreements.
        • Are there any opportunities for US companies in developing regions i.e. China infrastructure projects?

        • Ralph Petta , President and Chief Executive Officer (Equipment Leasing and Finance Association (ELFA))
        • Anthony Cracchiolo , President & Chief Executive Officer (U.S. Bank Equipment Finance)
        • Christopher Gillock , Managing Director and Chief Executive Officer (Colonnade Securities LLC)
        • Lauren Lannefeld , Vice President (BMO Capital Markets)
        • Joanne DeSimone , Director (S&P Global Ratings)
        • Melanie J. Gnazzo , Partner (Chapman and Cutler LLP)

        Poll

      10:50 AM
      Preparing for the Downturn

        • What did we learn from last recession?
          • What were best practices
          • What were worst practices
          • How should we prepare for next recession
        • What are the requirements for getting through a recession?
          • What human resources are needed
          • What skill sets are needed
          • What outsourcing options are there
          • Why did servicing failures occur?
          • How do you mitigate risk?
        Supported by:    
        • Joe Collins , Senior Vice President, Business Development (Orion First Financial, LLC)
        • Quentin Cote , President (Mintaka Financial)
        • David Normandin , President & Chief Executive Officer (Wintrust Specialty Finance)
        • Barry Ripes , Managing Director (PayNet, Inc.)

        Poll

      11:10 AM
      Networking Refreshment Break


      11:40 AM
      Word from the Hill: Federal vs. State on Regulatory, Legislative, and Monetary Policy

        • State government affairs update: Impact on equipment finance lenders & lessors
        • Lease accounting regulations and standards, and other general accountancy changes? Loss provisioning and Indirect Costs.
        • Federal Tax Reform: one year on, what impact has this has on lenders, borrowers & interest rates?
        • CyberSecurity & Data Privacy: When a consumer issue becomes a corporate issue
        • Dodd-Frank Rollback: Differences in House and Senate bills
        • FinTech Licensing: New ILCs and other state developments

        • Marc Franson , Partner (Chapman and Cutler LLP)
        • Barbara Goodstein , Partner (Mayer Brown LLP)
        • Scott Riehl , Vice President, State Government Relations (Equipment Leasing and Finance Association (ELFA))
        • Andy Fishburn , Vice President, Federal Government Regulations (Equipment Leasing & Finance Association (ELFA))

        Poll

      12:20 PM
      Technology and the Equipment Finance Sector

        • DLT, IoT, Cloud, AI: What is needed to improve uses for equipment leasing in the digital economy?
        • Preparing for the Lease Accounting Standard – 2019
        • What level of technology standard is needed?
        • E-docs – are they commonplace yet? 
        • Online lending: challenges, opportunities and best practices? 
        • Are there industry-specific barriers that have prevented issuers from accessing these advances and its enthusiastic investors?  How might those barriers be addressed/overcome?

        • Bill H. Verhelle , Chief Executive Officer (Innovation Finance USA LLC)
        • Charles Anderson , Chief Executive Officer (Currency Capital)
        • Deborah Reuben , ELFA Board Member & Workgroup Chair (ELFA Technology Innovation Workgroup)
        • Christian Haesslein CFA, Director (DZ Bank AG)
        • Stephen Whelan , Partner (Blank Rome LLP)

        Poll

      1:00 PM
      Delegate Luncheon


      2:20 PM
      Transportation Finance Briefing

        • Trending: Sector Consolidation, will it continue?
        • Will we expect to see a significant increase in supply of railcar lease securities? What is the expectant frequency of these deals? How do these new structures compare to vintage railcar transactions?
        • Container Post Mortem: What is the current outlook for the container market? What made the Issuance surge unsustainable?
        • Are we seeing an emergence in Trucking and Freight securities, now that economic activity has brought capital back to the space?
        • How would the market react to a turn in cycle?
        • Is the market overheated? What are the Investor requirements? And what are Issuers wiling to concede?
        • New niche opportunities in power transportation and finance

        • Tony Nocera , Senior Managing Director, ABS Commercial (Kroll Bond Rating Agency)
        • Jing Xie , Director, Public Fixed Income (Northwestern Mutual Investment Management Company, LLC)
        • Matthew Brand , Director (ITE Management)
        • David D'Antonio , Managing Director (TIAA Bank)

        Poll

      3:00 PM
      Aircraft Finance Panel

        • Discuss collateral compositions, recent deals, and asset diversity 
        • What are the types of structural enhancements that investors are looking for in recent ABS? Tradable e-notes, structural changes, liquid equity style deals
        • Demand for loans vs. bonds: What do investors prefer and why?
        • Has there been a change in the pricing paradigm for aircraft ABS? Engine ABS? Has increased demand pushed prices up?
        • The surge of commercial aircraft loans, what is the overall outlook for 2019? Are there concerns over appraisal values, particularly when these loans are securitized? 
        • How has the entry of more Asian investors impacted the playing field?
        • What will be the impact of increased shop visits?

        • Marc Iarchy , Principal (World Star Aviation)
        • Keith Allman , Vice President (Loomis Sayles & Company)
        • Mark Hirshorn , Senior Vice President, US ABS (DBRS)
        • Joe Catarina , Managing Director, Head of Americas Underwriting & Portfolio Management (Global Jet Capital, Inc.)

        Poll

      3:40 PM
      Networking Refreshment Break


      4:00 PM
      Leasing Finance Company Roundtable

        • Funding Strategies in 2018. What can we learn by looking back? How can we use this going forward in to 2019 and beyond?
        • Projections for 2019 and beyond
        • Deals in the pipeline? 
        • New opportunities in supply chain and logistics: The Amazon effect.

        • John C. Hitt Jr., Partner (Chapman and Cutler LLP)
        • Evan Wilkoff , Executive Vice President, Capital Markets (Ascentium Capital LLC)
        • Dave B. Fate , President & Chief Executive Officer (Stonebriar Commercial Finance)
        • Andrea Zana , Co-President & Chief Risk Officer (Amur Equipment Finance)
        • Matthew Goldenberg , Vice President, Capital Markets & Treasury (De Lage Landen)
        • Kevin Zeigler , Director, Capital Strategies - Syndication (Volvo Financial Services)

        Poll
        Contains 1 presentations, but you must be registered for this conference and signed-in order to view/download the files
        Sign-In

      4:30 PM
      The Role of Private Equity in Equipment Leasing

        • What are the advantages in using PE for equipment lessors? What are the key features & benefits of PE structures?
        • What is triggering the increase of PE investor interest in the equipment space? What is the best entry point for new entrants? Is this a Global or US-centric trend?
        • How are companies able to strengthen their appeal to external PE investors? Understanding PE investor requirements.
        • Does demand for PE meet supply? Is more needed?
        • Can private equity investors find better yield in other asset classes?
        • Bank bids VS. PE Bids: What are the similarities and differences? Who is coming out on top, and what features of the bids are seen to be the cause of this?

        • Matt Tallo , Managing Director, Asset-Backed Finance (Capital One)
        • Jared Keating , Managing Director (Napier Park Global Capital)
        • David Lee , Chairman and Chief Executive Officer (North Mill Equipment Finance)

        Poll

      5:00 PM
      Annual Institutional Investors’ Roundtable

        • What are investors’ needs? Are they currently being met?
        • Who are the investors and new entrants? 
        • How does this asset class compare to others?
        • What challenges and growth opportunities in sector?
        • What are investors looking for in terms of structure and features? Are investors seeing a loosening of structural provisions late cycle? How will a turn in cycle affect this?
        • How the looming “wild cards” could influence business investment decisions? (Housing market, Inflation)
          Hosted by the Fixed Income Investor Network (FIIN) FIIN
        • Ed Wu , Managing Director (VION Investments)
        • Rana Mitra , Managing Director (Atalaya Capital Management LP)
        • Loritta Cheng , Director (MetLife)

        Poll

      5:30 PM
      18th Annual Investors’ Conference on Equipment Finance Closes and Cocktail Reception Commences


Sponsors

Register

To register for this conference you must be signed in

  • Onsite Registration - $2,290
Sign-In

Keynote Speaker

Contact Us

Venue

  • Conference Venue
  • The Union League Club


    38 East 37 Street
    New York, NY, 10016
    USA
  • Suggested Hotel
  • Grand Hyatt New York


    Park Avenue at Grand Central Station
    New York, NY, 10017
    USA

    Additional Info: Please note that IMN does not have a contracted room block at this hotel and cannot guarantee rate or availability.
  • Suggested Hotel
  • Hotel Giraffe


    365 Park Avenue South
    New York, NY, 10016
    USA

    Additional Info: Please note: IMN does not have a contracted room block at this hotel and cannot guarantee rate or availability.
  • Suggested Hotel
  • The Kitano New York


    66 Park Avenue, East 38th Street
    New York, NY, 10016
    USA

    Additional Info: Please note: IMN does not have a contracted room block at this hotel and cannot guarantee rate or availability.
  • Suggested Hotel
  • Hampton Inn New York - Empire State Building


    59 West 35th Street
    New York, NY, 10001
    USA

    Additional Info: Please note: IMN does not have a contracted room block at this hotel and cannot guarantee rate or availability.

Speakers


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


View Full Site
You need to login before accessing this section. Click "Login" from bottom menu.

Please sign in

Create Account Recover Password Sign in with LinkedIn

Enter Your Email: