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SCI's 8 Annual Securitization Pricing, Valuation & Risk Seminar

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SCI’s 8th Annual Securitization Pricing, Valuation & Risk Seminar

June 2015, New York

SCI will be hosting its fast growing Securitisation Pricing & Risk Seminar in June 2015 in New York. 200 registered for this event in 2014 with both trading and pricing professionals in attendance.

Our objective is to build this event to make it the definitive pricing event for securitised assets, and to succeed we need to build it out strongly over the next few years with the backing and partnership of firms such as yours.

As ever the agenda will cover a good mix of relevant and pertinent discussions such as: relative value; valuation and audit; regulations; updates on CLO & ABS valuations, and discussions on primary market issuance.

This is also great networking event, offering a focussed discussion environment. For a list of delegates attending in 2014 see page 2 of this document. We encourage you to join your peers and sponsor this event: panel speaking, workshops, exhibition space, client invitations and more are available to sponsors.

Why sponsor? SCI gives you a platform designed to help you get your message across:



Take part in topical debate at the forefront of market discussion Reach a closely targeted audience of investor and sell‐side clients Be seen as a domain expert and thought-leader via an uncluttered, focussed agenda Reach new and existing customers throughout the conference

Why SCI?

 A well established event with a track record of having a strong, senior turnout  Programme devised around current market issues and hand-picked speakers

 Event builds on SCI’s highly regarded daily news coverage

Gold Sponsorship package:

a. Two speaking positions on the conference programme b. Or: one dedicated workshop, plus one speaking position

c. Pre‐event marketing on SCI’s email and website campaign

d. Dedicated registration page with branding and unique discount code for client invitations

e. Full page Advert in SCI’s conference newsletter

f. Exhibition space g. 5 company passes and 30 guest passes for buy-side clients
$9750

Silver Sponsorship Package:

a. Single Speaking Position b. Exhibition Space

c. Pre-event marketing on SCI’s emails, website campaigns d. Full page Advert in SCI’s conference newsletter

e. 3 Staff Passes and 5 complimentary guest passes
$7350

Exhibiting only: Exhibition space & 5 guest passes: $6000

  • Pictures from atypical SCIevent (London Dec2013 & 2014)
  • SCI 7th Annual, 2014, New York. Delegate list not for distribution, storage or copying.

  • uForenames uSurname
  • uCompany
  • uJobTitle

Kapil Laurence Mike Amit David Chris Samir Andrew Ayaas Milton Peter Branko Kofi Matt
Agrawal Allaire Jean Antonicelli Arora

  • SEC
  • Senior Specialized Examiner

Assistant VicePresident Director Sr.AnalystValuation Control BVAL Vice President Director Market Risk Managemt Analyst
Deutsche Bank PwC HSBC Sec Inc Bloomberg LP Conning CDPQ ING Deutsche Bank EY Citco Fund Services Bank of America Merrill Lynch Duff & Phelps LLC Bank of America Merrill Lynch Thomson Reuters Thomson Reuters Banca IMI - Intesa U.S. Securities & Exchange Commission RBS
Askin Battistini Ben-Tekaya Berkowitz Bhamla Biswas

  • Bixler
  • Manager

analyst
Blagojevic Boakye Boggia Bonarji Brandli Browne Bryant Burnell Buttner Cai Calderon Campuzano Ochoa Capdepon Carey
Nivritt Gail Dan
Pricing Service Specialist Fixed Income Sales Sr. Specialized Examiner Director, MArkets
Sharon Sergey Connor Tony Mauro Mario Felipe Xavier Charles Peter
Kanerai Duff & Phelps Dinosaur Group
Business Development VP
BroadSouth Investment Management, LLC Principal
Structured Products Professional
Sancus Capital Management LP Varadero Capital AIG
Portfolio Manager CFO VP
Chan

  • Chen
  • Keith

James Viravyne Jonathan Le Shay Jackson Michael Edward Kyle Tommy Nicholas Robert Colm
Chen Chhim Chin Chong Chow Cisiewicz Clark Cleeton Constantinou Contino Coors Corcoran Cornelissen Cruse
WL Ross & Co. LLC MatlinPatterson NewMark Capital LLC Deutsche Bank Morgan Stanley KPMG Thomson Reuters Lepercq de Neuflize Asset Management Sumitomo Mitsui Trust Bank Ltd. Moore Capital Management Hollis Park Partners Societe Generale Varadero Capital Altum
Operations Analyst Associate General Counsel Vice President Trader Executive Director senior manager Thomson Reuters Pricing and Referencedata Analyst Associate Senior Valuations Analyst Chief Infrastructure Officer

  • Erik
  • CRO

Director Managing Director
Megan Richard Yanne Wit
Daley Deng Derby
Ellington Management Group, LLC Bank of America Merrill Lynch Duff & Phelps
Sushmita Eric
Dharan Do
Sumitomo Mitsui Trust Bank RBC
AVP-Credit Risk Analyst VP
Wendy Anthony Eben Jayme James Omar Brian
Dykan Edson Esterhuizen Fagas Fallon
York Capital Management Fair Oaks Capital Interactive Data Corp. Thomson Reuters Morgan Stanley
CLO Financial Analyst CEO Market Development Global Head, Valuations & Transparency Serv Vice President
Findakly Foley
Deutsche Bank Macquarie
AVP Managign Director
Jerry Henry Chris Brent Yehudah Philip
Foley Fong Fonte Forsland Forster Friedman Garcia
Thomson Reuters Duff & Phelps Bloomberg Bloomberg Moody's Philip Friedman UBS AG
Thomson Reuters Pricing and ReferenceData American Sales Manager Product Manager VP manager

  • Market Risk Officer
  • John

  • Christopher Gastelu
  • SilverRange Financial Partners

BNY Mellon
Mananging Director

  • MD
  • Rob
  • Goldwasser

Ariella Anna
Gomolin Gorelova Grebeck Green guidera Gupta Gupta Hanrahan Harris Hayes Helm Henry Hertwig Horel How Hu Hua Hui Irizarry Jacobs Jacques Jain Jin Kac Kambeseles Kaufman Keefe
HSBC HSBC Tempus Advisors Kanerai bloomberg BNP Paribas Bank of America Merrill Lynch Barclays CERBERUS CAPITAL Moore Capital Management Syncope LLC
Analyst - Valuation ASP DebtCapital Markets Chief executive officer Business Development business development Vice President
Edward Ashleigh patrick Govind Ajit Patrick Trevor Andrew Martin Charles Craig Guillaume Michael Simon Chau Andrew Mildred Matt
Director, Valuations MORTGAGE VALUATIONS Pricing Manager Portfolio Manager Executive Director Vice President PM CTO Advisor Director VP Valuations AccountManager AVP Director Director Advisory Manager Treasury Officer Managing Director BVAL Pricing Specialist VP
Rabobank JP Morgan Serenitas Capital Vichara Technologies Independentadvisor Perella Weinberg JP Morgan Fitch Solutions Cerberus Capital StormHarbour Bank of America Merrill Lynch KPMG
Robert Vivek Ryan Caio Peter
Itau Unibanco SA New York Branch Standard & Poor's

  • Bloomberg
  • Michelle

  • Tim
  • MBIA

  • Kevin
  • Kelley
  • RBS
  • Director

MountainViewIndependent Pricing

  • Christopher Kennedy
  • Service
  • Managing Director

Director Securitized Products Valuation Chief Operating Officer Structured Products Analyst Director

  • Elise
  • Kim
  • Napier Park Global Capital

Bank of America Seer Capital Management LP Sumitomo Mitsui Trust Bank NAIC Houlihan Lokey Bank of America Merrill Lynch Thomson Reuters Barclays
Jeremy Richard Alexander Eric Gunes David Jeffrey Jeremiah Jeff
Kim Kim Koh Kolchinsky Kulaligil Lee Lee Leong Lewis
SVP Analyst
TIG Funds

  • Will
  • Li
  • Nomura
  • VP

  • John
  • Locksley

Mack
Interactive Data PRM Analysis The Vanguard Group Clear Mountain Capital Trepp LLC UBS Unicredit Thomson Reuters Wellington Management HSBC
Product Manager President Project Manager Director
Phillip Brian Bob Carlos Justin Zahid Lisa
Magerl Makarechian Maldonado Mangels Mannan Marks McVeigh Mhatre
Pricing Manager Associate Director Portfolio Manager Head of Securitized Products Production Vice President & Senior Manager Valuations senior analyst
James Pratik
Senior VP - Stuctured Credit& Alernative

  • Investments
  • Michael

Ryan Nailya Ned
Mor Moses Mursalov Myers
HapoalimSecurities Christofferson, Robb & Company Thomson Reuters

  • Lewtan
  • Senior Vice President

Krishna Bob Craig Deirdre Artur
Nadella Nilson O'Connell O'Connor Oganezov
Bloomberg Dynex Capital, Inc. Fitch Solutions Och-Ziff Capital Management Duff & Phelps LLC
Americas Pricing Sales Team VP, Risk Management

Managing Director, Head of Valuations Vice President
Henry Glenn Natalia Polly
Opinion Ormsby Ovchinnikova Pao
CERBERUS CAPITAL Prosiris Capital Management LP UBS
MORTGAGE VALUATIONS Fund Controller Risk Manager

  • Oak Hill Advisors
  • VP

Lauren Eric Dhaval Nicholas Giovanni Willie
Parisi Patel Patel Perez Perone Pest PHILLIPS Pilon Pimbley Pini Plastino Polak Radulescu Rengaraj Rohra

  • Och Ziff Capital
  • Valuation Control

Vice President Assistant VicePreseident Analyst Senior Vice President - MBS Operations Managing Director FSR Director
Halcyon Asset Management Citi Hedge Fund Services Arrowpoint Partners Cerberus Capital Management PwC

  • GENE
  • PF2 SECURITIES

Madeline Joseph Vincent Jay
Bank of America Merrill Lynch Maxwell Consulting, LLC Barclays
Principal VP Sec Prod Valuation

  • Director
  • CIFG Services Inc.

LBBW Barclays Societe generale
Jackie Adrian Gowtham Sunil
VP Head US CLO Structuring Quantitative Analyst - Credit Markets

  • VP - Senior Analyst
  • Moody's

Matthew Taranjit Cynthia Mark Martin Eugene Timiothy Alison Steve
Rose Sabharwal Sachs Sanofsky Sattell Schlanger Schmidt Schwab Segretta Seim
Thomson Reuters Hollis Park Partners Bloomberg
Portfolio Manager Global Head of BVAL Product Development Executive Director Associate Senior Counsel Head Of Pricingand Valuation Head of Business Development Managing Director
CIFC Asset Management LLC Christofferson, Robb & Company Standard Chartered Bank Anchorage Capital Group, LLC Gapstow Capital Partners Vichara Technologies Strategic Exchanges InnovativeMarkets Bank of America Merrill Lynch Red Granite Capital Partners Societe Generale
Lisa Joseph Eli
Princiapl
Servi Shaashua Shah
Managing Director

  • Valuation
  • Deep

Uresh Ron Ashish Scott Steven Jesse Jennifer Daniel Rachel Andrew Elizabeth Sameer Graham Hector Paul
Sheth Shimko Sinha Skyrm Snyder Spielvogel Story Sullivan Sun Taddei Tatkow Tikoo Tomlinson Torres Trenti
Duff and Phelps Claren Road Asset Management, LLC Oakhill Advisors Scott Skyrm, LLC WindhamAssociates Thomson Reuters Fortress Investment Group PwC Bank of America Merrill Lynch Duff & Phelps Bancorp Partnerre AssetManagement Duff & Phelps
VP Accountant Associate Author Managing Director Marketing Manager Valuatons Analyst Principal

Managing Director Director Portfolio Manager/Trader

  • Vanguard
  • Manager

Structured Products Specialist CFO MD
Black Diamond Capital Seer Capital Management Serenitas Capital
Walt Edwin Ram
Tsin Tsui

  • Tumu
  • Adya
  • Consultant

  • Eddie
  • Valentino

Varca Veluri Vermut Vinciguerra Vuong Wang
Cerberus Capital Management FTI Consulting Thomson Reuters Cerberus Capital Och-Ziff Capital Management CRAM
AVP
Vincent Sindhu Jonathan Thomas Andy
Managing Director Lead Evaluator, Structured Credit Analyst Valuation Specialist Operations

  • Wei
  • Freddie Mac
  • CreditRisk Transfer Associate Director

  • June
  • Wang

Wurzburg Yang Yip Yu Yu
Bank of America Merrill Lynch JP Morgan onewilliamstreet capital Varadero Capital
Joseph Guohua Li-Fen Mengdan Cecilia
Valuation Analyst svp MiddleOffice Market Risk Manager Trader/Investment Analyst
Citi Serone Capital Management
Garrett Shin

  • Yuan
  • Waterfall Asset Management
  • Associate

Yukawa Yulman Zerbee Zhang Ziegler Zietara partnerre partnerre TIG ADVISORS AIG portfolio manager assistant director Analyst
Inna John Ritchie Craig Tim
AD
Bloomberg

  • Doral
  • CIO

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  • Portfolio Acquisition & Divestiture Services

    Portfolio Acquisition & Divestiture Services

    Portfolio Acquisition & Divestiture Services MAXIMIZING RETURNS & USING RESOURCES EFFECTIVELY The Landscape Over the past few years, market and regulatory dynamics have driven a number of illiquid portfolios to change hands. This trend continues to grow as banks, insurance companies, and other regulated institutions seek to right-size their balance sheets and free up regulatory capital while asset managers seek opportunities to generate higher returns in a competitive market environment. The natural buyers of these portfolios are hedge funds and other institutional investors with matching investment mandates and broader discretion in their strategies. The sale process, from initial marketing to closing, can be both competitive and time constrained, requiring buyers to dedicate meaningful amounts of their limited resources to due diligence efforts, often leading to internal disruptions and potentially high opportunity costs. Similarly, sellers face pressure to maximize value within a meaningful time frame and ensure their shareholders and investors receive a fair price for the transacted securities. Financial advisors provide valuable support in portfolio transactions, as they are able to deploy the right industry expertise with sufficient manpower to assist both sides in the process. Recent Portfolio Transactions U.S. Transactions European Transactions Size Size Country ($B) Buyer Seller Country (€B) Buyer Seller 3.4 DLJ Mortgage Capital, Inc. HSBC Finance 30.0 Blackstone Banco Santander Corporation 3.4 Ares Capital American Capital, Ltd. 12.0 Cerberus BBVA Management LLC 3.0 Mizuho Bank, Ltd. The Royal Bank of 27.0 Italian Recovery Fund Monte Paschi di Siena Scotland Group plc, North American Loan Portfolio 2.4 GSO Capital Partners LP NewStar Financial, Inc.