14:00-14:10 GMT

William Cox, Chief Rating Officer, KBRA 

14:10-14:40 GMT

Our fireside chat will explore how the shifting macroeconomic landscape is reshaping the global economy — from growth dynamics and labor trends to capital flows and interest rates. With Europe at a turning point, the discussion will examine what these changes mean for asset-backed financing. We’ll consider how evolving conditions affect different types of collateral and share perspectives on how this will impact funding options.

Gordon Kerr, European Macro Strategist, Strategy (Moderator)
Jesus Rio Cortes, Partner, Asset-Backed Credit Apollo

14:40-15:20 GMT

The panel will discuss the changes in the year so far in the UK mortgage market covering owner-occupied and BTL mortgages and what some prospective changes by the regulator and/or the UK Government may affect credit risk of mortgage originations in the coming years.

Kali Sirugudi, Managing Director, Structured Finance, KBRA (Moderator)
Batool Arif, Director, Securitised Products Group, Lloyds Bank
Steven Cappleman, Principal, Asset-Backed Finance, Apollo
Julian Cork, Landbay COO and Financial Services NED, Landbay
Peter Winning, CFA, Director, BlackRock

15:20-16:00 GMT

Additional details if needed.

15:20-16:00 GMT

This panel will discuss the current market dynamic, the development trajectory in Europe - will supply catch up to demand? With sustainability becoming an increasing focus, what new features are being considered and what is the likely impact on cost? Financing this asset class can fall across various lending desks, real estate, corporate, project/infrastructure finance - will there be a convergence of how these assets are treated.

Dinesh Thapar, Senior Director, CMBS, KBRA (Moderator)
Fabrizio Baicchi, Managing Director, Head of Structured Finance, SMBC
Gordon Beck, Managing Director, Head of Corporate & Sustainable Securitisation EMEA, Barclays
Michelangelo A. Raimondi, Managing Director, Morgan Stanley
Jean Wauters, Senior Director, NYL Investors

16:00-16:15 GMT

16:00-16:15 GMT

Mauricio Noé,Co-Head of Europe, KBRA

Day 1: Saturday, 26 June, 2023 

Location
10:00-12:00 GMT

Additional details if needed.

16:15-17:00 GMT

This session will discuss how consumer and SME securitisations across Europe are adapting to evolving credit conditions, funding costs, and borrower dynamics amid a shifting macro backdrop.

Karl Cummins, Senior Director, Structured Finance, KBRA (Moderator)
Vasiliki Chalmouki, Director, Securitised Products Group, Lloyds Bank
Nicolas Huschke, Director, Capital Markets, Funding Circle
Aadit Prasad, Managing Director, Castlelake
Dheeraj Sharma, CFA, Vice President, PGIM Securitized Products Team
Graham Stanford, Director of Treasury Markets, NewDay

Location
10:00-12:00 GMT

Additional details if needed.

17:00-17:45 GMT

This panel will explore how securitisation is being applied to new segments of Europe’s energy transition, including financing for heat pumps, residential solar, and battery systems. The discussion considers recent developments, investor interest, and the potential for further product innovation across the sector.

Killian Walsh, Managing Director, Structured Finance, KBRA (Moderator)
Dean Atkins, Managing Director, 400Capital
Gregor Burkart, CFA, Senior Vice President – Asset Financing, Enpal
Jason Goldstein, CFA, VP Strategic Finance & Treasury, Thermondo GmbH
Erik Welin, Senior Loan Officer, Financial Institutions Department, European Investment Bank
Jeremy Wessel, Vice President, Securitised Products Solutions, Barclays

Day 2: Saturday, 26 June, 2023

Location
10:00-12:00 GMT

Additional details if needed.

Location
10:00-12:00 GMT

Jason Schenker is an economist, futurist, and author. He has been ranked by Bloomberg News as one of the top forecasters in the world in 46 categories, including U.S. jobs, oil prices, gold prices, the euro, and the Chinese yuan. Join this session for a high-energy discussion of the latest outlook for the economy, financial markets, geopolitics, and even the upcoming 2024 U.S. Presidential Election. This session will also include actionable takeaways, including futurist techniques that can help the industry be better prepared for long-term risks and opportunities that lie ahead.

Speaker

17:45-17:55 GMT

John Hogan, Co-Head of Europe, KBRA

17:55-19:00 GMT

Day 3: Saturday, 26 June, 2023 

Location
10:00-12:00 GMT

Additional details if needed.

Location
10:00-12:00 GMT

Jason Schenker is an economist, futurist, and author. He has been ranked by Bloomberg News as one of the top forecasters in the world in 46 categories, including U.S. jobs, oil prices, gold prices, the euro, and the Chinese yuan. Join this session for a high-energy discussion of the latest outlook for the economy, financial markets, geopolitics, and even the upcoming 2024 U.S. Presidential Election. This session will also include actionable takeaways, including futurist techniques that can help the industry be better prepared for long-term risks and opportunities that lie ahead.

Speaker

Location
10:00-12:00 GMT

Additional details if needed.

Location
10:00-12:00 GMT

The panel will highlight the global protection gap that exists in the availability of pension benefits. The influx of capital into the sector will be explored and cross border reinsurance and its role in the long term landscape will be discussed. Finally, the panel will outline their views on the future of the marketplace through a regulatory lens.

Moderator

Director, Securitised Products Group 
Lloyds Bank

COO and Financial Services NED
Landbay

Principal, Asset-Backed Finance
Apollo

Senior Director
NYL Investors

Managing Director, Head of Corporate & Sustainable Securitisation EMEA
Barclays

Managing Director
Morgan Stanley

Managing Director, Head of Structured Finance Debt Capital Markets
SMBC

Director of Treasury Markets
NewDay

Director, Securitised Products Group
Lloyds Bank

Director, Capital Markets
Funding Circle

Managing Director 
Castlelake

Vice President,
PGIM Securitised Products Team

VP Strategic Finance & Treasury
Thermondo GmbH

Senior Vice President - Asset Financing
Enpal

Vice President, Securitised Products Solutions
Barclays

Senior Loan Officer
European Investment Bank

Managing Director
400 Capital Management

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