The Role of Private ABS in Esoteric Asset Finance 2024 - U.S. | DealCatalyst | 10 June 2024 | Marriott Downtown, 85 West Street At, Albany St, New York, NY 10006

With banks retreating from lending under increased regulatory scrutiny and liquidity concerns, originators of non-vanilla financial assets are seeking funding alternatives. Securitization has been a pathway of choice for many of these would-be issuers, but volatility in public markets, scale and infrastructure required, and cost of funds has shut an equal number of borrowers out of the public ABS market. Private credit lenders and arrangers of bespoke private securitizations have entered the funding mix to provide much-needed capital to these non-traditional asset finance companies. The program will explore the various funding pathways available to finance these unique assets, and investors seeking yield and new opportunities will benefit from an education on these unique assets.

Topics to Be Discussed
• Esoterics 101: Defining the scope of esoterics: Ligation Finance, High-cost Consumer Loans, Merchant Cash Advance, IP/Entertainment, Life Sciences, Sports and media Finance, Renewables, Franchise/Whole Business, Infrastructure Loans, Data Centers
• Esoteric Assets - are they bankable or not?
• What new and alternative financial assets are emerging?
• How are private funds evaluating these esoteric investments?
• What challenges do non-bank originators in these off-the-run asset classes face when fundraising?
• What is the risk/reward profile for investors willing to conduct the extra due diligence on non-vanilla/exotic assets?
• Private ABS: Incorporating securitization into the private debt financing structure
• Crossover investors: Attracting traditional fixed-income investors to the alternative credit sector i.e. infrastructure ABS deals
• Rating agency views on assessing credit for non-traditional asset types

Who Should Attend
Esoteric Asset Originators (Litigation Finance, IP/ Royalties, Renewables, Infrastructure, Merchant Cash Advance, Life Sciences) • Bank and Non-Bank Direct Lenders • Arrangers of Public and Private ABS Transactions • Institutional Investors (Insurance, Asset Management, Credit/PE Funds) • Broker Dealers • Issuer and Bank Legal Counsel • Rating Agencies • Data and Technology Providers • Trustees

2024 Speakers

Cory Olsen
Head of Loans Products, AccessFintech

Bradley Moline
President & CEO, ALLO Communications

Roman Schwartz
Director, ATLAS SP

Rebecca Berrebi
Founder & CEO, Avenue 33

John Hwang
Partner, A&O Shearman

Deanna Leighton
Vice President and Portfolio Manager, AllianceBernstein

Sara McGinty
Head of Capital Markets, Alternative Credit, Ares Management

Chris Grizzard
Director & Head of Private Investments, Bayshore Capital

Joel Magerman
Managing Partner, Bryant Park Capital

John Siris
Senior Managing Director and Co-Head of Esoteric and Energy Banking, Cantor Fitzgerald

Charles Platt
Chief Executive Officer, Cartiga

John Crain
SVP & Treasurer, Diversified Energy Company PLC

Claire Hall
Partner, DLA Piper

Chris Ricciardi
Chief Executive Officer, Edly Inc.

Edward Lee
Vice President, Flexpoint Ford

Michael Morris
Managing Director, Flexpoint Ford

Dan Rubenstein
Director, Fitch Ratings

Joseph Dunn
Managing Director, Fortress

Kelly Mellecker
Managing Director, Goldman Sachs

Michael Chen
Managing Director and Head of Investments, HarbourView Equity Partners

Faris Saah
Founder, Kendall Square Capital

James Vergara
Chief Operating Officer & Chief Investment Officer, Home Run Financing

Sung Cho
Chief Financial Officer, Inspiration Mobility

Richard Talmadge
Portfolio Manager, Insight Investment

Charles Stackhouse
Senior Vice President, JA Mitsui Capital Corporation

Jason Tepperman
President & Head of Lending, J.G. Wentworth

Annelise Osborne
Chief Business Officer, Kadena

Thomas DeAngelis
Principal, KKR

Faisal Kassam
Managing Director, Kuvare

Joseph Lau
President, Lord Capital

Matthew Gardener
Director, KBRA

Xi Chen
Managing Director, KBRA

Nate Gabig
Principal, Advisory, Capital Solutions, KPMG

CJ Wei
Director, Northleaf Capital

Ken Price
Senior Director, Nuveen

Laura Parrott
Head of Private Fixed Income, Nuveen

Jonathan Ayre
Partner, Orrick

Leah Sanzari
Partner, Orrick

John Tsui
Managing Principal, Peninsula House, LLC

Edwin Wilches
Portfolio Manager, PGIM

Mike Shearman
Managing Director and Head of Strategic Initiatives, Redding Ridge Asset Management

Gary Miller
Director, Specialty Finance, Revere Capital LLC

Boris Ziser
Partner, Schulte Roth & Zabel

Stephen Schauder
Partner, Schulte Roth & Zabel

Mark Parsa
Partner, SLR Capital Partners LLC

Richard Johns
Head of Capital Markets, SoFi

Lain Gutierrez
Managing Director, SolFin

Jeremiah Leong
SVP, Sunstone Credit

Xavier Dailly
Managing Director, Structured Credit & Specialty Finance, TPG Angelo Gordon

Katya Baron
VP Capital, Wisetack

Marc Iarchy
Partner, World Star Aviation

Paul Steinberger
Managing Director, Wafra Inc.

2024 Sponsors

PARTNER SPONSORS:
• A&O Shearman
• KBRA
• Orrick
• Schulte Roth+Zabel

PATRON SPONSORS:
• Atlas SP
• DLA Piper

ASSOCIATE SPONSORS:
• Bryant Park Capital
• Fitch Ratings

EXHIBITOR SPONSOR:
• Greensledge