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S&P Global Ratings is pleased to confirm the agenda for its inaugural European Structured Finance Conference. The event will be held at Two Temple Place on Thursday, 6th September 2018 from 9.00 a.m. (registration from 8.30 a.m.) until 1.30 p.m., and will include a networking buffet lunch.
Registration has now closed for this event due to oversubscription. If you have any questions about this event, please contact James Taylor.
Agenda:
| 08:30 |
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Registration & Networking Breakfast |
09:00
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Welcoming Remarks |
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09:15
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"We Have Normality" - What's The Outlook For European Secured Funding Markets?
Moderator: Matthew Jones (S&P Global Ratings)
Panelists: Andrew South (S&P Global Ratings), Rob Ford (Founding Partner & Portfolio Manager, TwentyFour Asset Management), Neil Calder (Head of Portfolio Management - Credit, EBRD), Martin McKinney (Senior Manager, Medium Term Funding, Santander), Paul Wilde (Group Treasurer, Shawbrook)
- After years of unconventional policy and regulatory upheaval affecting the securitization and covered bond markets, are we now entering a period of greater normality and stability?
- How will the wind-down of cheap central bank funding and quantitative easing change securitization issuance?
- What will be the impact of new STS regulations coming into effect?
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| 10:00 |
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Refreshment Break
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| 10:30 |
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Streams Commence |
10:30
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Stream A: ABS & RMBS - Brexit And Other Challenges
Moderator: Volker Laeger (S&P Global Ratings)
Panelists: Peter Winning (Director, Securitized Assets Investment Team, BlackRock), Alastair Bigley, Doug Paterson and Paul Watters (All S&P Global Ratings)
- Brexit – what might be the impact on UK ABS and RMBS?
- Growth opportunities and residual challenges for the European ABS market
- Emerging trends in European RMBS and outlooks for the key mortgage and housing markets
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10:30
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Stream B: Covered Bonds - Harmonize The Old, Bring On The New
Presentation by Antonio Farina (S&P Global Ratings)
- What to expect from covered bond developments in emerging markets
- Views on the European harmonization directive for covered bonds
- How will the end of CBPP3 affect the market?
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11:15
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Stream A: Ready, Steady, Go!: Examining the Current State and Future Outlook For The CLO Market
Moderator: Rebecca Mun (S&P Global Ratings)
Panelists: Sandeep Chana (S&P Global Ratings), Colin Atkins (Managing Director and Head of Europe Loans & Structured Credit, The Carlyle Group), Dushy Puvan (Head of Europe CLO Origination and Structuring, BNP Paribas), Stuart Chapman (Director of Investment Research and Analytics, Serone Capital Management)
- CLO Credit Checkpoint - examining the drivers of current CLO performance. What concerns and opportunities are on the horizon?
- How to navigate loosening CLO documentation and increasing leverage while balancing debt and equity interests
- Race to the finish line - will the issuance pace continue amid spread widening, credit challenges and refinancing activity?
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11:15
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Stream B: CMBS - Back To The Future?
Moderator: Edward Twort (S&P Global Ratings)
Panelists: Mathias Herzog (S&P Global Ratings), Martin Kom (Director, European Commercial Real Estate Group, Deutsche Bank), Andrew Horton (Managing Director and Head of Analytics & Structuring, Bank of America Merrill Lynch)
- What's behind the uptick in European CMBS issuance?
- How do modern European structures compare with the CMBS 1.0 generation and US deals?
- How does S&P Global Ratings' methodology work in practice?
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| 12:00 |
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Streams Conclude |
12:00
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Green Structured Finance - Where Do We Go From Here
Moderator: Antonio Farina (S&P Global Ratings)
Panelists: Corinne Bendersky, Casper Andersen (Both S&P Global Ratings), Maarten Biermans (Head of ESG & Sustainability, Rabobank), Patrik Karlsson (Director, Market Practice and Regulatory Policy, ICMA)
- What's the definition of “green” in the context of ABS and covered bonds?
- How are industry and regulatory initiatives supporting growth?
- Is green ABS cost-effective? Are there lessons from countries outside Europe?
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| 12:30 |
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Networking Lunch Commences |
| 13:30 |
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Conference Ends |
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