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S&P Global Ratings is pleased to announce the date and location for its second European Structured Finance Conference. The conference will be held at Merchant Taylors' Hall on Thursday, 5th September 2019 from 9.00 a.m. (registration from 8.30 a.m.) until 1.45 p.m., and will include a networking buffet lunch.
| 08:30 |
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Registration & Networking Breakfast |
09:00
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Welcoming Remarks & Introduction
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09:15
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Plenary Panel: "Back To The Future" - What's The Outlook For The European Securitization Market?
Moderator: Matthew Jones, S&P Global Ratings
Speakers:
- Rob Ford, TwentyFour Asset Management
- Andrew Lennox, Hermes Investment Management
- Gavin Parker, Lloyds Banking Group
- Charles-Edouard Pouyet, Kensington Mortgages
- Andrew South, S&P Global Ratings
Topics:
- After an issuance uptick last year, what are the most important drivers of supply and demand now — both novel and familiar?
- How well are the new securitization regulations bedding down and what has their impact been?
- As the current credit cycle stretches on, what are the risks that should be keeping us awake at night, and how well is the market equipped to deal with them?
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| 10:00 |
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Streams Commence |
10:00
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Stream A: RMBS — What’s The Shape Of Things To Come?
Moderator: Sinead Egan, S&P Global Ratings
Speakers:
- Paul Wilde, Shawbrook Bank
- Gianfranco Simionato, Macquarie Bank
- Peter Winning, BlackRock
- Alastair Bigley, S&P Global Ratings
Topics:
- How does the present and the future look for non-bank lenders and challenger banks in the U.K. and Europe?
- Product innovation and changes to the risk/reward profile
- Fundamentals and performance — where could a shock come from?
- Is the future “green” for European mortgage loans?
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10:00
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Stream B: CLOs — Will It Be Different This Time?
Moderator: Sandeep Chana, S&P Global Ratings
Speakers:
- Adeel Shafiqullah, Oz Management
- Ed Watson, JP Morgan
- Michael Htun, Cairn Capital
Topics:
- What’s the impact of rising corporate leverage and weakening covenants?
- How are managers preparing to navigate a deteriorating credit environment?
- Transaction economics — how challenging is the CLO arbitrage now and what does it mean for structures?
- What happened to CLO refinancing volumes?
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| 10:45 |
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Refreshment Break |
11:15
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Stream A: ABS — Market Trends: New Asset Types, STS, And Libor Replacement
Moderator: Doug Paterson, S&P Global Ratings
Speakers:
- Imran Shaffi, State Street
- Mandeep Chandhok, Deutsche Bank
- Volker Laeger, S&P Global Ratings
- Matthew Mitchell, S&P Global Ratings
Topics:
- Impact of STS — what do investors need to know and what do issuers need to do?
- Marketplace lending — rating considerations, issuance trends, and future projections
- Electric vehicles in auto ABS — residual value and related issues
- Libor and Euribor transition — what’s the impact on existing and future deals?
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11:15
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Stream B: CMBS — Jumping On The Bandwagon
Moderator: Edward Twort, S&P Global Ratings
Speakers:
- Colin Behar, Prytania
- Jonathan Noonan, Standard Chartered Bank
- Mathias Herzog, S&P Global Ratings
Topics:
- Taking stock — where is European CMBS today and where’s it going?
- Moving beyond the core asset classes and traditional CMBS structures
- Observations on pricing dynamics
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12:00
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Tech Innovation In Structured Finance — Application Of Blockchain
Moderator: Lynn Maxwell, S&P Global Ratings
Speakers:
- Richard Cohen, Nivaura
- Phil Kelly, ConsenSys
- Marcus Austin, Citi
Topics:
- The application of blockchain technology in creating the latest solutions and experiences
- The future application of technology and the likely implications for the industry
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| 12:45 |
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Networking Lunch |
| 13:45 |
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Conference Ends |
Please use the registration form below to reserve your place at the conference. If you have any questions please contact James Taylor.
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