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2024 Sponsors

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  • ATLAS SP Partners is a global investment firm that seeks to provide stable funding and capital markets services to companies seeking innovative and bespoke structured credit and asset-backed finance solutions. We’re proud to build upon a legacy of excellence anchored in deep expertise and client service across the asset management landscape.
  • Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 69 million consumer and small business clients with approximately 3,800 retail financial centers, approximately 15,000 ATMs (automated teller machines) and award-winning digital banking with approximately 57 million verified digital users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 4 million small business households through a suite of innovative, easy-to-use online products and services. The company serves clients through operations across the United States, its territories and more than 35 countries. Bank of America Corporation stock is listed on the New York Stock Exchange (NYSE: BAC).
  • Our vision is to be the UK-centred leader in global finance. We are a diversified bank with comprehensive UK consumer, corporate and wealth and private banking franchises, a leading investment bank and a strong, specialist US consumer bank. Through these five divisions, we are working together for a better financial future for our customers, clients and communities. For further information about Barclays, please visit our website home.barclays
  • BMO Capital Markets is a leading, full-service North American-based financial services provider offering corporate, institutional and government clients access to a complete range of products and services. These include equity and debt underwriting, corporate lending and project financing, merger and acquisitions advisory services, securitization, treasury management, market risk management, debt and equity research and institutional sales and trading. With over 2,700 professionals in 32 locations around the world, including 20 offices in North America, BMO Capital Markets works proactively with clients to provide innovative and integrated financial solutions. BMO Capital Markets is a member of BMO Financial Group (NYSE, TSX: BMO), one of the largest diversified financial services providers in North America with US$998 billion total assets and approximately 54,000 employees as of April 30, 2024. For more information, visit https://capitalmarkets.bmo.com/en/.
  • BNP Paribas is the European Union’s leading bank and key player in international banking. It operates in 63 countries and has nearly 183,000 employees, including more than 145,000 in Europe. The Group has key positions in its three main fields of activity: Commercial, Personal Banking & Services for the Group’s commercial & personal banking and several specialised businesses including BNP Paribas Personal Finance and Arval; Investment & Protection Services for savings, investment and protection solutions; and Corporate & Institutional Banking, focused on corporate and institutional clients. Based on its strong diversified and integrated model, the Group helps all its clients (individuals, community associations, entrepreneurs, SMEs, corporate and institutional clients) to realise their projects through solutions spanning financing, investment, savings and protection insurance. In Europe, BNP Paribas has four domestic markets: Belgium, France, Italy and Luxembourg. The Group is rolling out its integrated commercial & personal banking model across several Mediterranean countries, Turkey, and Eastern Europe. As a key player in international banking, the Group has leading platforms and business lines in Europe, a strong presence in the Americas as well as a solid and fast-growing business in Asia-Pacific. BNP Paribas has implemented a Corporate Social Responsibility approach in all its activities, enabling it to contribute to the construction of a sustainable future, while ensuring the Group's performance and stability.
  • Cantor, part of the Cantor Fitzgerald group of companies, is a premier global financial institution. Cantor offers specialized sector expertise, innovative products, and personalized solutions across a full suite of global capabilities, including investment banking, capital markets, prime services, research, and asset management. Founded in 1945, the firm is headquartered in New York and has more than 60 office locations worldwide. For more information, please visit www.cantor.com.
  • Citi, the leading global bank, has approximately 200 million customer accounts and does business in more than 160 countries and jurisdictions. Citi provides consumers, corporations, governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management. Additional information may be found at www.citigroup.com | Twitter: @Citi | YouTube: www.youtube.com/citi | Blog: http://blog.citigroup.com | Facebook: www.facebook.com/citi | LinkedIn: www.linkedin.com/company/citi.
  • Goldman Sachs is a leading global financial institution that delivers a broad range of financial services to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.
  • Guggenheim Securities is the investment banking and capital markets business of Guggenheim Partners, a global investment and advisory firm. Guggenheim Securities offers services that fall into four broad categories: Advisory, Financing, Sales and Trading, and Research. Guggenheim Securities is headquartered in New York, with additional offices in Chicago, Boston, Atlanta, San Francisco, and Houston. For more information, please contact us at GSinfo@GuggenheimPartners.com or 212.518.9200.
  • J.P. Morgan is a leader in investment banking, commercial banking, financial transaction processing and asset management. We serve millions of customers, predominantly in the U.S., and many of the world’s most prominent corporate, institutional and government clients globally. Through continued investments, business initiatives and philanthropic commitments, we aim to help our employees, customers, clients and communities grow and thrive. We are a leading global financial services firm with assets of $2.6 trillion and operations worldwide. We operate in over 100 countries with more than 240,000 employees worldwide. With a legacy dating back to 1799, we have demonstrated leadership in times of economic growth and instability.
  • In a world shaped by increasingly interconnected risks, Moody's data, insights, and innovative technologies help customers develop a holistic view of their world and unlock opportunities. With a rich history of experience in global markets and a diverse workforce in more than 40 countries, Moody's gives customers the comprehensive perspective needed to act with confidence and thrive. www.moodys.com
  • Morgan Stanley (NYSE: MS) is a leading global financial services firm providing a wide range of investment banking, securities, wealth management and investment management services. With offices in 42 countries, the firm’s employees serve clients worldwide including corporations, governments, institutions and individuals. For further information about Morgan Stanley, please visit www.morganstanley.com.
  • Morningstar DBRS is a leading provider of independent rating services and opinions for corporate and sovereign entities, financial institutions, and project and structured finance instruments globally. Rating more than 4,000 issuers and 60,000 securities, it is one of the top four credit rating agencies in the world. Morningstar DBRS empowers investor success by bringing more transparency and a much-needed diversity of opinion in the credit rating industry. Our approach and size allow us to be nimble enough to respond to customers' needs in their local markets, but large enough to provide the necessary expertise and resources they require. Market innovators choose to work with us because of our agility, tech-forward approach, and exceptional customer service. Morningstar DBRS is the next generation of credit ratings.   To learn more, visit dbrs.morningstar.com.
  • The world’s leading organizations look to RBC Capital Markets as an innovative, trusted partner in capital markets, banking and finance. From insights and advisory services to excellence in execution, we help our clients create success. RBC Capital Markets is a market leader in securitization, providing innovative structured financing solutions for banks, finance companies and other asset originators for over two decades. Through our global platform, we distribute and trade securities originated by both RBC Capital Markets and our clients. We are active traders in the secondary market for a wide range of ABS and MBS, and in Canada, we also originate, structure, distribute and trade CMBS. RBC Capital Markets has extensive experience covering a wide range of traditional and non-traditional assets, as well as delivering innovative solutions and proprietary analytics. We are part of Royal Bank of Canada, a leading, diversified provider of financial services and one of the strongest banks globally. Founded in 1864, RBC is among a small group of highly rated global banks and is recognized time and time again for its financial strength, market leadership, and philanthropic work.
  • We are widely sought after by many of the world’s leading organizations to provide credit ratings, benchmarks, analytics and workflow solutions in the global capital, commodity and automotive markets. With every one of our offerings, we help the world’s leading organizations plan for tomorrow, today. For more information, visit www.spglobal.com.
  • Santander US Capital Markets LLC (SanCap) is the institutional broker-dealer of Santander in the United States operating under Santander Corporate & Investment Banking (Santander CIB), a Santander global division that supports corporate and institutional clients. SanCap was created by successfully combining the experienced teams of Santander Investment Securities Inc. and Amherst Pierpont Securities LLC in early 2023. The firm brings significant experience in Fixed Income, Structured Products and Equities, supported by the strength of a large international bank. The breadth of our underwriting, sales and trading and distribution capabilities, alongside strategy insights, provides an unmatched ability to meet the needs of our clients. SanCap is focused on providing solutions to our clients in areas such as Credit, Rates, Structured Products, Securities Financing, Debt & Equity Capital Markets, Exchange Traded Derivatives, and Cash Equities. We serve a wide array of institutional clients including Asset Managers, Hedge Funds, Banks and Brokerages, Pension Funds, Insurance Companies, and Corporations. SanCap is a self-clearing member of the Fixed Income Clearing Corporation and a member of FINRA and SIPC. It continues to hold the Primary Dealer designation, which was received from the Federal Reserve Bank of New York in 2019.
  • Tailored debt capital markets solutions to help you achieve your business objectives. Our team delivers innovative solutions for investment grade and high yield issuers across public and private markets globally. We provide advisory services related to capital structure, project finance, rating agencies and liability management to corporates, financial institutions, governments, municipalities, sovereigns, supranationals and agencies. Through Scotiabank’s global distribution network, we price and successfully place new issues with seamless execution.

Partners

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  • Computershare Corporate Trust is a market leader with decades of experience as a provider of trustee and sophisticated agency services for private and public companies, investment bankers, asset managers as well as governments and institutions. We offer a wide range of services that fulfill our clients’ unique and emerging needs in corporate and structured finance, debt issuance and mergers and acquisitions (M&A). Computershare Corporate Trust is an industry leader with USD$5.3 trillion of debt under administration, USD$347.8 billion in assets under administration and cross-border capabilities including USD$1.2 trillion in funds movements across 75+ currencies in foreign exchange and distributions. With the acquisition of Wells Fargo CTS in November 2021, Computershare Corporate Trust is among the top providers in the US ranking #1 in CMBS, CRE CLO and top 3 in RMBS, CLO, ABS and Investment Grade, Municipal and Convertible Debt. Our team of more than 2,000 employees continues our commitment to delivering the highest standards of service and value to our entire client base. For more information, visit computershare.com/corporatetrust Footnotes: *Data for the 12-months ending 06/30/2023 *DUA includes all issues within the paying agency system of record *All totals are in USD. CAD to USD exchange rate .75 on 06/30/2023
  • Crédit Agricole CIB is the corporate and investment banking arm of Credit Agricole Group, the 10th largest banking group worldwide in terms of balance sheet size (The Banker, July 2023). More than 8,900 employees across Europe, the Americas, Asia-Pacific, the Middle East and Africa support the Bank's clients, meeting their financial needs throughout the world. Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital markets activities, investment banking, structured finance, commercial banking and international trade. The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.
  • Cross River provides technology infrastructure powering the future of financial services. Leveraging its proprietary real-time banking core, API technology, and market expertise, Cross River delivers scalable embedded payments, cards, and lending solutions, alongside end-to-end capital markets support, to millions of consumers and businesses.
  • Fitch Ratings is a leading provider of credit ratings, commentary, and research. Dedicated to providing value beyond the rating through independent and prospective credit opinions, Fitch Ratings offers global perspectives shaped by strong local market experience and credit market expertise. The additional context, perspective, and insights we provide help investors to make important credit judgments with confidence.
  • At KBRA, we aim to establish a higher standard of excellence and integrity regarding credit ratings. Since launching our full-service rating agency in 2010, we have remained committed to restoring consumer confidence in credit ratings. From establishing new standards for risk evaluation to providing timely and transparent ratings, we are changing the credit rating landscape. Our team offers in-depth ratings and research for various industries within the United States, United Kingdom and Europe, giving all market participants an alternative credit rating solution. As a company, we value fresh perspectives and prioritize innovation and creativity rather than relying solely on conventional wisdom. We know collaboration is essential to our ability to provide investors with better products. Additionally, we work hard to make tools and solutions developed by the KBRA Analytics group easily accessible to aid in better market decisions.
  • Mizuho Financial Group, Inc. is the 15th largest bank in the world as measured by total assets of ~$2 trillion, according to S&P Global 2022. Mizuho's 60,000 employees worldwide offer comprehensive financial services to clients in 36 countries and 800 offices throughout the Americas, EMEA, and Asia. Mizuho Americas is a leading provider of corporate and investment banking, capital markets, equity and fixed income sales & trading, derivatives, FX, custody, and research to corporate, private equity, and institutional clients in the US, Canada, and Latin America. Through its acquisition of Greenhill, Mizuho provides M&A, restructuring, and private capital advisory capabilities across Americas, Europe, and Asia. Mizuho employs approximately 3,500 professionals, for more information visit www.mizuhoamericas.com.
  • SMBC Group is a top-tier global financial group. Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, including banking, leasing, securities, credit cards, and consumer finance. The Group has more than 150 offices and 86,000 employees worldwide in nearly 40 countries. Sumitomo Mitsui Financial Group, Inc. (SMFG) is the holding company of SMBC Group, which is one of the three largest banking groups in Japan. SMFG’s shares trade on the Tokyo, Nagoya, and ADRs on the New York (NYSE: SMFG) stock exchanges. In the Americas, SMBC Group has a presence in the U.S., Canada, Mexico, Brazil, Chile, Colombia, and Peru. Backed by the capital strength of SMBC Group and the value of its relationships in Asia, the Group offers a range of commercial and investment banking services to its corporate, institutional, and municipal clients. It connects a diverse client base to local markets and the organization’s extensive global network. The Group’s operating companies in the Americas include Sumitomo Mitsui Banking Corp. (SMBC), SMBC Nikko Securities America, Inc., SMBC Nikko Securities Canada, Ltd., SMBC Capital Markets, Inc., SMBC MANUBANK, JRI America, Inc., SMBC Leasing and Finance, Inc., Banco Sumitomo Mitsui Brasileiro S.A., and Sumitomo Mitsui Finance and Leasing Co., Ltd. For more information, please visit www.smbcgroup.com
  • Societe Generale is a top tier European Bank with more than 126,000 employees serving nearly 25 million clients in 65 countries across the world. We have been supporting the development of our economies for 160 years, providing our corporate, institutional, and individual clients with a wide array of value-added advisory and financial solutions. Our longlasting and trusted relationships with the clients, our cutting-edge expertise, our unique innovation, our ESG capabilities and leading franchises are part of our DNA and serve our most essential objective - to deliver sustainable value creation for all our stakeholders. Supporting its clients across various sectors, the Corporate & Investment Bank offers bespoke financial solutions combining innovation, advisory services and high execution quality across three areas of expertise: Investment Banking, Global Finance and Global Markets.
  • Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Stifel Independent Advisors, LLC. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company’s website at www.stifel.com.
  • TD Securities is a leading corporate and investment bank. Operating out of 34 cities across the globe, we offer a wide range of capital markets products and services to our corporate, government, and institutional clients around the world. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions.

Patrons

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  • Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of March 31, 2024 Apollo had approximately $671 billion of assets under management. To learn more, please visit www.apollo.com.
  • Clifford Chance is one of the world's pre-eminent law firms, with significant depth and range of resources. We have 33 offices in 22 countries, spanning five continents. As a single, fully integrated, global partnership, we pride ourselves on our approachable, collegial and team-based way of working. Clifford Chance is recognized for its global securitization and structured finance practice. Our lawyers are uniquely positioned to provide superior structured finance legal services in multiple jurisdictions, including the world’s most important financial centers. In the United States, our structured finance team includes more than 40 attorneys located in New York, Washington DC and Houston who advise clients at the forefront of the market. Our attorneys there are fully integrated with our global structured finance group, the largest international securitization group of any law firm. Our structured finance and securitization team focuses on structured real estate transactions and CLOs, cash and synthetic repackagings (including credit-linked securities), trade finance and cross-border transactions. Our structured products lawyers have been involved in establishing innovative risk transfer products and providing new tools to finance existing products to maximize capital efficiency and risk allocation.
  • Through a network of securitization specialists encompassing more than 40 countries, Deloitte, in the U.S. and globally through the member firms of Deloitte Touche Tohmatsu Limited, has one of the largest groups of dedicated accounting, advisory and technology professionals in the world. Deloitte's specialists have the industry experience and know-how to serve clients throughout the securitization life cycle from origination, pooling, and capital raising to servicing, reporting, and operations support. Deloitte appreciates that securitization is a highly complex and intricate process which affects all parts of your business. Our interdisciplinary approach in addressing the complexities of these subjects enables us to offer tailored services that apply to the specific conditions for, and directions of, each client. Working closely with you, and your other advisors, we are able to gain an understanding of your needs and your objectives from both a structural and business perspective. Deloitte is then able to help you shape the most appropriate innovation solutions to help address the administration, accounting, compliance, and surveillance demands of today's market. Understanding our clients' needs and responding to them quickly, with consistent, knowledgeable advice and strategic ideas is the cornerstone of our client service philosophy. It has made Deloitte a leading global provider of accounting related services to the securitization industry.
  • Differentiated analytics. Actionable insights. LSEG Data & Analytics is one of the world’s largest providers of financial markets data and infrastructure. With over 40,000 customers and 400,000 end users across 190 markets, we are an essential partner to the global financial community. We enable customers to draw crucial insights through data, feeds, analytics, AI and workflow solutions. LSEG Data & Analytics offers a one-stop solution for all our clients’ analytics needs, spanning across best-in-class datasets, asset coverage and services. Providing market-leading models, granular cashflows, real-time user-specified curves, robust derived analytics and integrated workflows that enables our buy-side and sell-side clients globally to access analytical solutions across the breadth of their business requirements. Our suite of advanced analytics products and solutions include Yield Book, Lipper, StarMine, and LPC. Visit our website to learn more about how you can turn data into actionable and AI powered insights.
  • Ranked Band 1 in Chambers, Tier 1 by The Legal 500, and Tier 2 by IFLR1000 Financial and Corporate, our lawyers and practice are recognized global leaders in the structured finance industry, domestically and internationally, working across offices in the United States, London, Asia, and the Middle East, as a united team. Morgan Lewis lawyers in our Structured Transactions Practice have been key players in the structured markets, and have been since their inception. Our clients, both issuers and underwriters, are among the most highly respected global financial services institutions. We understand the evolution of structures because we were involved in many of the industry’s key firsts. We design and execute continuous offering programs. Since 2002, our lawyers have advised on over 9,500 deals with a combined value of more than $5.3 trillion, consistently leading the league tables. Our practice is on top of the quickly changing regulatory landscape. Our lawyers wrote the books that structured finance lawyers rely on: Offerings of Asset-Backed Securities and The Federal Securities Law of Asset-Backed Securities. Morgan Lewis offers partner-led teams equipped with years of experience and an acute understanding of your business objectives and how to accomplish these in the most cost-effective manner. In addition to a robust, dedicated structured transactions practice and resources, we offer and utilize key practice area expertise to support transactions, including tax, ERISA, broker-dealer, real estate, and investment company practice lawyers.
  • Natixis Corporate & Investment Banking is a leading global financial institution that provides advisory, investment banking, financing, corporate banking and capital markets services to corporations, financial institutions, financial sponsors and sovereign and supranational organizations worldwide. Our teams of experts in around 30 countries advise clients on their strategic development, helping them to grow and transform their businesses, and maximize their positive impact. Natixis CIB is committed to aligning its financing portfolio with a carbon neutrality path by 2050 while helping its clients reduce the environmental impact of their business. As part of the Global Financial Services division of Groupe BPCE, the second largest banking group in France through the Banque Populaire and Caisse d’Epargne retail networks, Natixis CIB benefits from the Group’s financial strength and solid financial ratings (Standard & Poor's: A, Moody's: A1, Fitch Ratings: AA-, R&I: A+).
  • With a firm focus on private capital, Schulte Roth & Zabel LLP comprises legal advisers and commercial problem-solvers who combine exceptional experience, industry insight, integrated intelligence and commercial creativity to help clients raise and invest assets and protect and expand their businesses. We have been guiding leading private capital businesses since 1969 and have worked on everything from the largest activist proxy fight to the first crypto fund formation. With decades of exceptional experience, we have developed deep partnerships in this space that allow us to anticipate and create what’s next. The firm has offices in New York, Washington, DC and London, and advises clients on investment management, corporate and transactional matters, and provides counsel on securities regulatory compliance, enforcement and investigative issues
  • Our global corporate trust team offers expert guidance and flexible solutions to private and public companies, government and tax-exempt entities, and financial institutions. In a world of complex financial transactions, it is important to find a financially sound and reliable partner who understands and responds to your needs. Our structured finance and CLO professionals are dedicated to supporting your growing business. Our experience spans a variety of asset classes and our core services include: Trustee and paying agent Securities and tax administrator Document custodian and verification agent Collateral and calculation agent Account bank Securities Custodian Backup servicer Loan agency services Middle and back office outsourcing To learn more about how you can leverage the expertise and financial strength of U.S. Bank, visit us at usbank.com/corporatetrust or contact: Ed Kachinski 212.951.8548 edward.kachinski@usbank.com Michael Zak 651.466.5070 michael.zak@usbank.com
  • As one of the more established and notable fintech companies in the industry, Vervent sets the global standard for outperformance by delivering superior expertise, future-built technology, and meaningful services. We support our industry-leading partners with primary strategic services including Credit Card Servicing, Loan & Lease Servicing, Backup Servicing/Capital Markets Support, Managed Services, and Card Marketing & Customer Acquisition. Vervent empowers companies to accelerate business, drive compliance, and maximize service. Contact us today to find out how we can help boost your performance at 888.486.2509 or Solutions@Vervent.com.

Associates

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  • o Ally Corporate Finance provides senior secured loans to private equity-owned, U.S.-based middle market companies. Structuring each individual opportunity requires a high level of craftsmanship, which is why these 3 principles drive our strategy – every day, every deal. As part of Ally Financial, we have access to stable funds that allow us to craft one-of-a-kind lending structures. Our clients depend on our core team's experience, stability, and reputation to provide a steady hand through all stages of each transaction.
  • With more than 80 attorneys across the U.S. and UK on our Structured & Warehouse Finance and Corporate Trust, Agency, & Asset Servicing Teams, Alston & Bird has one of the largest structured finance platforms in the country. We pride ourselves on being market innovators and thought leaders and we integrate with our consumer regulatory, bankruptcy, tax, UCC, ERISA, Investment Company Act, derivatives, real estate, servicing, and litigation practices. Alston’s Structured & Warehouse Team has experience executing complex structured finance and securitization transactions involving all major asset classes. We actively represent market participants in virtually every asset class, providing thorough counsel on each role and perspective, including lenders, borrowers, issuers, underwriters, servicers, trustees, rating agencies, custodians, placement agents, and insurers. Our capabilities include ABS, CMBS, RMBS, mortgage servicing rights, single-family rental lending, auto financing, and credit card receivables, to name a few. Alston’s Corporate Trust Team is one of the largest and most sophisticated corporate trust practices, with experience across asset and product types in both the U.S. and UK. We understand the roles, challenges, and opportunities of trustees, agents, custodians, bond administrators, residential master servicers, and related corporate trust service providers in all types of transactions, from formation to termination.
  • Driven by a deep understanding of what it takes to succeed in alternatives, Alter Domus is able to meet and anticipate the ever-changing needs of investment managers and asset owners worldwide; mitigating risks, reducing costs, creating efficiencies, and ultimately driving growth. Our fund, corporate and asset experts know first-hand the operational challenges customers face and how to overcome them. And when it comes to technology, whether we’re enabling operational efficiencies or using data and analytics to enhance decision-making, we turn what some see as facts, figures, or data points into competitive advantage for some of the biggest names in alternatives.
  • Arch Capital Group Ltd. (NYSE: ACGL), an S&P 500 company and leading global financial services company, provides insurance, reinsurance and mortgage insurance worldwide through its wholly owned subsidiaries. Arch Global Mortgage Group, comprising Arch’s mortgage divisions, provides credit enhancement solutions tailored to meet the unique needs of portfolio lenders, government agencies and institutional investors — offering strategic options that extend beyond traditional mortgage insurance. Our experienced mortgage teams, collaborating across divisions, have proven expertise in underwriting, compliance, credit risk analysis, pricing, reinsurance and securitization. Our clients include large banks, mortgage banks, community banks, credit unions and mortgage conduits. Arch Mortgage Insurance Company® (Arch MI) is a leading U.S. mortgage insurer. Arch Mortgage Funding, Inc.® (AMF) purchases closed non-Agency conforming mortgage loans, and Arch is also the market leader in issuing mortgage insurance-linked notes. We assist financial institutions with regulatory capital needs and improve liquidity on high-LTV residential mortgage loan assets and credit risk protection to ensure profitability through all market conditions. Visit Arch Capital’s website for details and links to Arch MI’s and AMF’s information.
  • Dentons is the world's largest law firm, and our US Capital Markets practice represents every type of market participant in securitization and asset-backed finance transactions. For over 30 years we have helped issuers and underwriters develop the cutting-edge structures of the day. In 2023, we advised on more than 110 asset-backed transactions in the US, totaling more than US$33.7 billion, and placing us as the fifth highest ranked law firm for US underwriters’ counsel and the fifth highest ranked law firm for US issuer’s counsel, according to Asset-Backed Alert. Dentons leads in the finance and securitization of real estate assets, including triple net-lease commercial real estate, single family rental properties, mortgage servicing rights and residential and commercial mortgage-backed securities. We are the “go-to” firm for triple-net lease securitizations, and our prowess extends to emerging and growing areas such as home equity investment contracts, HELOCs and junior lien mortgages and investor loans. We are called upon to help clients navigate first-of-its-kind transactions and novel asset classes—in the past year advising on structured finance transactions involving student and consumer loans, medical lien receivables, litigation funding receivables, trade receivables, timeshare, fiber, data center and whole business assets. In addition, Dentons is one of a very small, select group of law firms with a team dedicated solely to agency and trust services providers. Dentons is also one of a few law firms that can call on a “highly regarded” dedicated consumer finance regulatory team with a long-standing and proven track record in the US market. Learn more at dentons.com.
  • DLA Piper is a leading global law firm with offices in over 40 countries across the Americas, Asia Pacific, Europe, Africa, and the Middle East. With a portfolio of services to match every stage of the business lifecycle, we combine practice area knowledge with modern industry insights and an expansive geographic footprint in a way that no other firm can. Our solutions are tailored and seamless – and ready to meet your toughest challenges.
  • With over 900 lawyers in the United States, Asia, Europe and the Middle East, Hunton Andrews Kurth LLP serves clients across a broad range of complex transactional, litigation and regulatory matters. We are known for our strength in the energy, financial services, real estate, and retail and consumer products industries, as well as our considerable experience in more than 100 distinct areas of practice, including privacy and cybersecurity, intellectual property, environmental, and mergers and acquisitions. Our full-service litigation practice is one of the largest in the country, with particular depth in key litigation markets such as Texas, California, Florida and the Mid-Atlantic.
  • Katten is a full-service law firm with approximately 700 attorneys in locations across the United States and in London and Shanghai. Clients seeking sophisticated, high-value legal services turn to Katten for counsel locally, nationally and internationally. The firm’s core areas of practice include corporate, financial markets and funds, insolvency and restructuring, intellectual property, litigation, real estate, structured finance and securitization, transactional tax planning, private credit and private wealth. Katten represents public and private companies in numerous industries, as well as a number of government and nonprofit organizations and individuals. For more information, visit katten.com.
  • King & Spalding helps leading companies advance complex business interests in more than 160 countries. Working across a highly integrated platform of more than 1,300 lawyers in 24 offices globally, we deliver tailored commercial solutions through world-class offerings and an uncompromising approach to quality and service.
  • Latham & Watkins' Structured Finance and Securitization practice comprises more 130 attorneys globally, spanning 18 offices and 11 countries. The practice represents a wide range of funds, private equity sponsors, banks, insurers, and corporate originators on the most sophisticated transactions across the globe and in key financial centres, providing cohesive, multi-jurisdictional legal counsel on all of the commercial, regulatory, insolvency, and tax law aspects of securitization and other structured finance products. Our integrated team collaborates across our global platform to help clients structure and execute transactions at the cutting edge of market practice. The team handles a variety of public and private securitizations, structures, and asset classes, including cash and synthetic CLOs, whole business securitizations, RMBS, CMBS, auto ABS, and consumer loan ABS. Latham lawyers regularly advise on both European and US transactions, including with respect to risk retention, disclosure, credit granting, and regulatory capital requirements. Additionally, the group has significant expertise across a range of emerging and niche asset classes, including aircraft loans and leases, shipping, dealer and floor plan financing, commercial and SME loans, equipment leases, franchise receivables, distressed investments, insurance-related assets, music and publishing royalties, pharmacy and health care receivables, solar assets, trade receivables, and P2P receivables. The team's experience encompasses a broad spectrum of industries, such as real estate, sports, infrastructure, entertainment, insurance, and fintech.
  • Lowenstein Sandler LLP is a national law firm with over 350 lawyers working from five offices in New York, Palo Alto, New Jersey, Utah, and Washington, D.C. Our Mortgage & Structured Finance practice is one of the very few practices in the country with substantial whole loan and servicing rights acquisition, sale and financing experience as well as expertise in counseling clients in the mortgage market relating to the purchase, sale, or financing of businesses having significant mortgage portfolios. Whether your firm is an investment advisor, a mortgage originator or servicer, or a private equity fund, we will advance your business strategy by leveraging our experience with thousands of mortgage market transactions. Our group advises clients on cradle-to-grave activities, including mortgage business launches, acquisitions, expansions, innovations, and dispositions. We help clients acquire mortgage companies and their assets, then purchase, finance, sell, and securitize those and other assets before helping them exit into the public or private markets via sale of the companies they have successfully grown. Our suite of counseling services includes creating conduit programs for acquisition and disposition, as well as assisting in term and permanent debt facilities. We also structure, negotiate, and document servicing, outsourcing, and subservicing arrangements.
  • MSCI is a leading provider of critical decision support tools and services for the global investment community. With over 50 years of expertise in research, data and technology, we power better investment decisions by enabling clients to understand and analyze key drivers of risk and return and confidently build more effective portfolios. We create industry-leading research-enhanced solutions that clients use to gain insight into and improve transparency across the investment process.
  • Founded by Pablo Borquez Schwarzbeck, a fourth-generation farmer, ProducePay is eliminating the economic and food waste caused by the volatile, opaque and fragmented nature of today’s global fresh produce supply chain. The AgTech company’s Predictable Commerce Platform is giving growers and buyers greater control of their business by providing unprecedented access to each other, capital, trading, insights and greater supply chain visibility. Consumers receive fresher produce more efficiently, knowing it is grown and delivered in responsible ways. This transformational approach is unlocking economic value, and creating a more sustainable global fresh produce industry. To learn more about ProducePay, please visit ProducePay.com.
  • Raymond James Structured Credit Analytics platform provides clients with cutting edge technology to analyze and monitor their structured credit portfolios. This proprietary solution was developed to incorporate the highest quality data and analytics available in the market today.
  • Reed Smith is a dynamic international law firm, dedicated to helping clients move their businesses forward. Our long-standing relationships, international outlook, and collaborative structure make us the go-to partner for speedy resolution of complex disputes, transactions, and regulatory matters.
  • RSM’s purpose is to deliver the power of being understood to our clients, colleagues and communities through world-class audit, tax and consulting services focused on middle market businesses. The clients we serve are the engine of global commerce and economic growth, and we are focused on developing leading professionals and services to meet their evolving needs in today’s ever-changing business environment. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with 48,000 people across 120 countries. For more information, visit rsmus.com, like us on Facebook, follow us on Twitter and/or connect with us on LinkedIn.
  • Seward & Kissel, founded in 1890, is a leading U.S. law firm with an international reputation for excellence. We have offices in New York City and Washington, D.C. Our practice primarily focuses on corporate and litigation work for clients seeking legal expertise in the financial services, corporate finance and capital markets areas. The Firm is particularly well known for its representation of major commercial banks, investment banking firms, investment advisers and related investment funds (including mutual, hedge and private equity funds), broker-dealers, institutional investors and transportation companies (particularly in the shipping area). The Firm’s attorneys are very experienced and highly regarded in their respective practice areas. Many have been with the Firm for most, if not all, of their legal careers. Our focus and expertise, combined with the Firm’s stability, have enabled us to create a work culture that is dedicated to professional excellence and sound judgment, and that is committed to providing our clients with effective, high quality, hands-on legal service.
  • Whether your needs are traditional or highly complex, the UMB corporate trust and agency teams can ensure smooth processing and administration. We’re with you every step of the way. Learn more about our nationally ranked services for bond issuers and specialized offerings around asset-backed securities, collateralized loan obligations, loan agency, distressed debt and more. For more information visit https://www.umb.com/institutional-banking/corporate-trust-and-agency-services/corporate-trust

Exhibitors

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  • Assured Guaranty works with banks, insurance companies, finance companies, asset managers and other organizations to develop capital management and structured finance solutions to meet their unique needs.  We enable efficient risk transfer in public or private transactions for financial institutions, and we provide cost-effective credit enhancement for consumer and commercial asset securitizations and infrastructure financings in both new issue and secondary markets,  improving the creditworthiness, marketability and market liquidity of such transactions. For more information, visit www.AssuredGuaranty.com
  • The Bermuda Stock Exchange (BSX), a wholly owned subsidiary of Miami International Holdings, Inc., is a fully electronic, vertically integrated international securities market headquartered in Bermuda and organised in 1971. BSX specialises in the listing and trading of capital market instruments such as equities, debt issues, funds, hedge funds, derivative warrants, and insurance linked securities. BSX is a full member of the World Federation of Exchanges and holds a seat on its Board of Directors. BSX is also an affiliate member of International Organization of Securities Commissions (IOSCO).
  • BNY is a global financial services company that helps make money work for the world — managing it, moving it and keeping it safe. For 240 years we have partnered alongside our clients, putting our expertise and platforms to work to help them achieve their ambitions. Today we help over 90% of Fortune 100 companies and nearly all the top 100 banks globally access the money they need. We support governments in funding local projects and work with over 90% of the top 100 pension plans to safeguard investments for millions of individuals, and so much more. As of March 31, 2024, we oversee $48.8 trillion in assets under custody and/or administration and $2.0 trillion in assets under management. BNY is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). We are headquartered in New York City, employ over 50,000 people globally and have been named among Fortune’s World’s Most Admired Companies and Fast Company’s Best Workplaces for Innovators. Additional information is available on www.bny.com. Follow us on LinkedIn (link) or visit our Newsroom (link) for the latest company news.
  • Cabrera Capital Markets is a leading investment bank, advisory, and institutional brokerage firm, serving global corporations, pension funds, private equity firms, and municipalities. Known for its integrity and unwavering commitment to exceeding client’s expectations, the firm deals in various markets including capital markets, municipal bonds, global equities, and taxable fixed-income securities. Since 2001, Cabrera Capital has underwritten over $1.9 trillion in debt and equities and trades on average $2.2 billion in securities per day. The firm is headquartered in Chicago, with seven additional offices nationwide and dedicated trading personnel resources in London.
  • Carey Olsen is a leading offshore law firm advising financial institutions, corporations and private clients on Bermuda, British Virgin Islands, Cayman Islands, Guernsey and Jersey law from a network of nine international offices. Our structured finance and securitisation team draws together specialists with onshore and offshore experience who are highly skilled, having worked with leading London, New York and international law firms on some of the most innovative and complex structures in the market. We advise on all types of structured finance and securitisation transactions including asset-backed commercial paper conduits, CMBS, RMBS, CLOs, CDOs, covered bonds, debt financing, high yield bond offerings, master trusts, mezzanine financing, secured loans, sovereign bonds, synthetic securitisations and whole business securitisations.
  • With established full-service offices, local expertise, knowledge of applicable laws, and long-standing ties to the legal and accounting communities, Circumference FS has extensive experience helping business entities maximize the benefits available in leading international financial services jurisdictions. Circumference FS offers a wide range of services such as accounting, company incorporation and administration, compliance, corporate governance, independent directors, and liquidations for all types of legal entities. Circumference FS provides companies interested in establishing structured finance vehicles with extensive experience in domicile management and ensures that all documentary requirements are met, all fees are paid on time, and provides guidance related to the chosen jurisdiction’s regulations and benefits. Circumference FS offers a comprehensive package of accounting and corporate governance services necessary to maintain the vehicle’s independence from the ultimate sponsor. It is this status as a stand-alone entity that enables the vehicle to provide maximum benefits. The need for expertise may be especially acute when it comes to off-balance sheet financing in general, and structured finance vehicles in particular. With continuing focus on accounting and regulatory reform, more scrutiny may be given to certain transactions and more disclosure might be required. In this environment, Circumference FS brings well established expertise to the table.
  • Citadel SPV provides a comprehensive array of customized entity formation, governance, administration, accounting, and investor reporting services to the global capital markets. We take pride in our unique capacities for specialized services in complex financing structures including securitization, project finance and alternative or special situations finance. Our range of services allows our clients– who include issuers, arrangers, investors, and growing companies– to focus on their transactional goals while offloading governance and reporting responsibilities to an independent third-party provider with expertise in those areas. Headquartered in New York, Citadel SPV offers our clients a comprehensive network of global service delivery locations, either directly or via our partner network.
  • Garnet Capital is an active provider of loan portfolios and warehouse line opportunities to the capital markets. Now in our 20th year, Garnet has closed over 1,800 transactions with over $144+ Billion sold. Garnet bridges the gap between originators and financial institutions. Whatever your needs or investment goals, Garnet is likely to have partners that fit. Our mission is to find the right solution, the right counterparty and the right deal structure to achieve each client’s goals. Let us assist you find the right partner for your needs. Garnet is active in all markets: commercial, residential and consumer; and all performance levels: performing, sub-performing, charged-off and bankrupt. In our 20 years of operation, Garnet has completed transactions for platforms, funds, financial institutions and others. Garnet’s success stems from its detailed, hands-on analytics and personalized sales approach starting with an experienced staff, vast network, and excellent reputation. Our clients receive the benefit of having dedicated, seasoned, senior advisors who have worked together as a cohesive team for two decades, evaluating and executing transactions through the ever-changing market cycles. Dedicated expertise – this is what we do.
  • GLAS was established in 2011 and is the premier independent, non-creditor, conflict-free provider of loan administration and indenture trustee services. It offers market leading technology and knowledge to provide agile and timely agency services for a wide range of transactions. GLAS is a global company with offices in the USA, Europe and APAC and services in excess of USD390bn of assets under administration on a daily basis. Putting clients and technology at the core of the business has allowed GLAS to maintain the position as market leader across all our businesses including Loan Administration and Debt Restructurings. The firm has a proven track record in administering high profile and complex restructuring situations and has the necessary experience and expertise to take swift and cooperative action, avoiding delays and unnecessary costs. GLAS Americas GLAS Americas is led by Luke Russell, Head of Business Development Americas and Yana Kislenko, Head of Business Operations. They are supported by a team of over 35 experienced industry professionals offering a range of services for the capital markets, leveraged finance, and corporate debt space.
  • Founded in 1996, Global Securitization Services, LLC (“GSS”) specializes in the ownership and administration of special purpose entities ("SPEs") established in connection with structured finance transactions. Our clients include domestic and international banks, investment banks, insurance companies, independent finance companies, investment funds, private equity funds, and industrial corporations. GSS’s focus is to provide SPEs with equity capital and independent officers and directors, as well as a full complement of back office administration services including accounting, treasury management, and corporate services. GSS is the largest independent provider of asset-backed commercial paper (“ABCP”) administration services in the world. GSS has established long-term working relationships with our clients by providing professional, responsible and cost effective services. We appreciate the efforts of our clients in establishing SPE financing programs and recognize that the viability of these programs is dependent upon our ongoing efforts long after the program closes. Senior management positions at GSS are held by equity partners to whom our clients are given direct access at all times. Our partners and their colleagues always have, and always will, protect our most precious asset -- the trust our clients place with us.
  • Greenberg Traurig, LLP has more than 2750 attorneys in 47 locations in the United States, Europe and the Middle East, Latin America, and Asia. The firm is a 2022 BTI “Highly Recommended Law Firm” for superior client service and is consistently among the top firms on the Am Law Global 100 and NLJ 500. Greenberg Traurig is Mansfield Rule 6.0 Certified Plus by The Diversity Lab. The firm is recognized for powering its U.S. offices with 100% renewable energy as certified by the Center for Resource Solutions Green-e® Energy program and is a member of the U.S. EPA’s Green Power Partnership Program. The firm is known for its philanthropic giving, innovation, diversity, and pro bono. Web: www.gtlaw.com.
  • We empower institutions in financial markets to seize opportunities amidst uncertainty by delivering unparalleled accuracy, transparency, and innovation through our industry-leading expertise in quantitative analytics and cutting-edge technology.
  • Richards, Layton & Finger is a premier law firm for corporate trust and agency services. We have been active in asset-backed issuances from the beginning and pioneered the use of common law business trusts as asset-backed issuers. We guided the drafting of the 1988 Delaware Statutory Trust Act—a first-of-its-kind law creating the statutory trust—and pioneered the use of statutory trusts in ABS transactions. With one of the world’s most experienced corporate trust teams, Richards Layton continues to innovate by seeking input from our clients and developing our practice to fit their business needs. A significant portion of our practice involves counseling banks and trust companies in connection with their Delaware and New York governed trust and agency services in a wide variety of domestic and cross-border commercial transactions. In addition to handling sophisticated securitization and other structured finance transactions, Richards Layton provides extraordinary service and nuanced advice across a wide range of practices, including commercial transactions, insurance, alternative entities, corporate law, bankruptcy and restructuring, intellectual property, tax, trusts and estates, commercial real estate, and litigation. Local businesses, global law firms, financial institutions, major companies, and individuals count on the firm’s exceptional service and deep, practical understanding of the law.
  • Servicing Solutions is a dynamic financial services company on a mission to redefine portfolio servicing. With a focus on innovation and customer-centricity, we offer comprehensive loan servicing, call center, and asset recovery solutions tailored to meet the unique needs of our clients. Our experienced leadership team, averaging 25+ years of working together, brings a wealth of industry knowledge to every engagement. We specialize in various verticals, including automotive, marine, small business, and buy now/pay later services. At Servicing Solutions, we pride ourselves on our customized approach, transparency, and cutting-edge technology. Our all-inclusive pricing model ensures no surprises for our clients, while our advanced analytics drive efficient and effective customer journeys. With offices in California, Texas, and Mexico, we provide 24/7/365 coverage and leverage a robust Compliance Management System to stay ahead of regulatory requirements. Our commitment to continuous improvement is evident in our ongoing training programs and partnerships with industry leaders. By combining technological expertise with genuine human interaction, Servicing Solutions delivers a superior experience for both clients and their customers, driving meaningful evolution in the financial services outsourcing industry.
  • Through years of proven performance, Shellpoint has grown from a small specialty servicer to one of the largest Performing Servicers and Specialty Subservicers in the country. With over $750 billion in servicing and a diversified portfolio of assets ranging from Agency, Government, NonQM, PLS, Business Purpose Loans, and Direct Special Servicing we remain the go-to partner for our clients in a continuously evolving market. With four servicing locations across the United States and an unrivaled technology platform that is both scalable and agile, we continue to prioritize the needs of our clients and homeowners. Whether it’s a delinquent portfolio of multi-collateral assets, a conduit for newly originated assets, or assistance in retention and recapture, we remain the perfect combination of an established but adaptable partner.
  • Sidley has been at the forefront of the European securitisation market since the early 1990’s and since that time has been involved in a number of ground breaking securitisation products and structures in numerous European jurisdictions, including establishing domestic and pan-European CMBS platforms, asset-backed commercial paper and securities conduits, RMBS related products, whole business securitisations and covered bonds as well as a deep experience in advising arrangers, managers and investors on CLO and CDO transactions. Our securitisation lawyers in Europe and the U.S. have a deep and well established practice in all areas of securitisation, structured finance and derivatives, with market-leading experience of the full gamut of asset classes and structures. Our lawyers have particular experience in securitisations and secured financings involving corporate (mid-market and syndicated) loans, rental fleets, consumer assets such as personal loans, auto-loans and leases and credit cards, trade and other more specialised receivables and more recently in the rapidly growing market for financings of online marketplace and peer-to-peer lending and other fintech including structures utilising blockchain, distributed ledger technology and cryptocurrencies. We are also at the cutting edge of innovative asset classes such as solar energy, insurance products and IP securitisations.
  • SOLVE is a leading market data platform provider for fixed-income securities. Industry-leading firms trust the SOLVE Market Data Platform, powered by Deep Market Insight™, to reduce risk for securities investments and save hundreds of hours in pre- and post-trade research and validation. Founded in 2011, SOLVE has developed the largest datasets of real-time bids, offers and market color across Structured Products, Corporate Bonds, Syndicated Bank Loans, Convertible Bonds, CDS, and Municipal Bonds. With locations in the US, UK, India, Caribbean, and APAC, SOLVE is the leading provider of market pricing in fixed-income markets. The SOLVE market data platform aggregates real-time bids, offers, BWIC price talk and covers, and other market data, helping to provide unparalleled price transparency and liquidity monitoring. The powerful workflow tools eliminate the hassle of the BWIC process, consolidate dealer inventories and two-way markets, and streamline month-end for the back office. The SOLVE team, headed by Co-Founders Eugene Grinberg and Gerard Nealon, has extensive expertise and passion for financial markets and developing innovative technology. More information about SOLVE can be found at https://solvefixedincome.com
  • Headquartered in Toronto Canada with global operations in the US and Asia Pacific, TAO Solutions is a world-leading provider of structured finance, securitization and AI-enabled software designed to empower the financial services industry with operational agility and robust capabilities. For over a decade, TAO Solutions has worked with financial industry leaders globally to drive growth, save costs, and increase efficiency by leveraging cutting-edge technology, deep-rooted industry expertise, and exceptional customer service. Representing a solution provider to 10% of the top global banks with more than $1 trillion in assets administered by our technologies, TAO Solutions is SOC II Type II and ISO 27001 accredited and a Gold Microsoft Certified Partner.
  • Since 1997, the Cayman Islands Stock Exchange (CSX) has established itself as a premier, globally focused specialist exchange, particularly for sophisticated financial products such as collateralized loan obligations (CLOs) and various forms of structured debt. As a technical exchange, the CSX provides tailored listing rules that cater specifically to the unique demands of the CLO market. Its emphasis on being an efficient gateway to global capital markets has made it a preferred choice for a diverse range of issuers, including leading international financial institutions, emerging technology and life science companies, and some of the world’s most successful hedge funds. The CSX's international recognition is further solidified by its affiliate membership in the International Organization of Securities Commissions (IOSCO) and its recognition by UK HM Revenue & Customs, which allows CSX-listed securities to benefit from the Quoted Eurobond Exemption.
  • Valitana provides cutting-edge software-as-a-service solutions for institutional investors. Our offerings include: Vantage Trade and Portfolio Management Vantage is a scalable and robust cloud-hosted solution that supports your team through all phases of trade and portfolio management for all asset classes. With extensive data warehousing capabilities, custom-built workflows, a powerful compliance engine, and numerous third-party integrations, Vantage is designed to help you focus on what’s important. Valitana CLO Analytics Valitana is an intuitive cloud-hosted analytics and workflow platform for evaluating U.S. and Euro collateralized loan obligations (CLOs). Our platform provides CLO professionals with the information they need to analyze and evaluate CLO securities, as well as monitor and assess CLO portfolio risk. Valitana gathers and synthesizes vast amounts of data throughout the day from the industry's leading data providers, ensuring our clients are operating with the latest available information. Learn more at www.valitana.com
  • Experts in Investment Technologies For over 20 years, Vichara has specialized in structured finance and investment technologies. We help our clients succeed by providing best-in-class risk and analytics solutions, information technology services, and strategic outsourcing for the financial services industry. Our innovative solutions focus on trading analytics, valuation, risk management and portfolio management of various equity & fixed income securities and derivatives, including RMBS, CMBS, CDOs, CLOs, bonds, and whole loans. Vichara solutions include: • Award-winning CMBS analytics and risk solutions • Advanced RMBS valuation and risk analysis of RMBS and ABS CDOs • High performance CLO solutions for valuation and risk analysis of CLOs, CDOs & leveraged loans • Solutions for high performance data management, analysis & modelling Vichara has worked with some of the world’s foremost securities dealers, investment managers, and issuers providing technology platforms for trading decision support, portfolio management, risk management, operations, and e-finance. These systems currently manage multi-billion dollar positions and all aspects of risks.

Supplementals

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  • Created in 2020, Dealscribe is a company dedicated to saving its users' time. It grew from a realization that financial market participants were spending far too much of their time searching through documents to find the exact terms of each deal. Even the most expert individuals struggle to keep track of documentation differences across their portfolio of deals. The industry as a whole remains inefficient because the same document-trawling process is duplicated across dozens of different firms. To solve this problem, we have brought together a team of smart individuals from a variety of backgrounds. Guided by machine learning, they turn complex legal agreements into standardized data points and give our users the tools to find the information they need quickly. The result is a technology platform with a human heart. 20% of the work comes from the technology, 80% of value from human analysis. Dealscribe is based in London and New York and has the backing of a group of individuals with senior roles in the CLO industry. Its founder, Mike Peterson, has a track record of building successful data and information services that respond to the real needs of the market.
  • DZ BANK's Structured Finance Asset Securitization (SFA) offers accounts receivables and lender finance across a consumer, commercial and insurance-linked sectors. Since 1999, SFA has executed in excess of $10 billion in transaction volume through its ABCP conduit, Autobahn Funding. Our focus has historically been on clients who are underserved by traditional financial institutions due to their size, limited operating history or esoteric nature of their receivables portfolio. Transactions range in size from $25 million to $300 million and can be structured as revolving commitments or term financing up to five years. The types of deals we have financed span a wide variety of different asset classes, including equipment finance, small business loans, ABL, middle-market loans, venture debt, art finance, trade receivables, various consumer asset classes as well as insurance-linked receivables.

Media Partners

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  • The IMDDA is the leading and most affordable training platform and community for financial professionals in the world. Our mission is to empower our members to improve their knowledge and skills to accelerate their growth and development to advance in their careers. We do this by providing exceptional training, a vibrant community, and essential tools that make our members and their organizations more successful.
  • Trade Finance Global (TFG) is the leading B2B fintech in trade finance. TFG’s data-led origination platform connects companies with innovative trade and receivables finance solutions from over 300 financial institutions. We assist specialist companies to scale their trade volumes, by matching them with appropriate financing structures – based on geographies, products, sector and trade cycles. TFG is also a leading provider of educational resources on international trade and trade finance. These include: Insights, Guides, Magazines, Research, Podcasts and Video. Attracting around 160k monthly readers and 7.1m monthly impressions, our publications have a global audience in 187 countries.

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