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ABS East Agenda

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Investor Roundtable

22 Oct 2024
Sparkle West
Plenary
Economic and political concerns front of mind for market investors and how they affect market dynamics and investor strategies. Relative value and shifts in investor demand across ABS, RMBS, CMBS, and CLO products. Impact of rising interest and attractiveness of private credit and the short- and long-term impacts to ABS. Regulatory developments from the SEC and other financial regulators, and their impacts to securitisation market's structure, transparency, and investor protections. Impacts of advancements in fintech innovation and data analytics to investment processes, efficiencies, and new opportunities in assets and deals. Exploring implementation of ESG criteria and how this is shaping investment decisions, asset selection, and portfolio management.
Chairperson
Paul Nikodem, MD, Head of Securitized Products and Agency Mortgage Research & Head of U.S. Fixed Income Research - Nomura
Speakers
Victor Saratella, Managing Director, Global Fixed Income - Liberty Mutual Investments
Pramit Mukherjee, ​Senior Director, Investments - Legal & General Retirement America
Priya Desai, Managing Director - Metlife
Jon Denfield, Portfolio Manager, Head of US ABS - BlackRock
Joseph Lau, President and Chief Investment Officer - LordCap Green
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