Securitization Institute: Applied Securitization
December 3 - 4, 2012
9:00 AM - 6:00 PM (ET)

ASF Headquarters
One World Financial Center, 39th Floor
New York, NY 10281
Map and Directions
  • Key similarities and differences among various asset classes - MBS, ABS, ABCP, derivatives and other securitized products
  • Analysis of asset and product specific issues – prepayment speed, underlying asset performance, and frontiers of securitization technology
  • Case studies of securitization transactions
  • Discussion of legacy and non-traditional asset classes
  • Overview of covered bonds
  • Outline of international securitization market concepts

Monday, December 3, 2012

8:30 - 9:00       Registration and Continental Breakfast
9:00 - 9:15       Welcome and Opening Remarks
9:15 - 11:15     MBS – Concepts and Topics

  • Jim Doherty, Director, Gleacher RangeMark
  • Ned Myers, Senior Vice President, Lewtan

11:15 - 11:30   Break
11:30 - 1:00     CMBS – Concepts and Topics

  • Tom Knox, Managing Director, PricewaterhouseCoopers LLP
  • Gloria Park, Managing Director, PricewaterhouseCoopers LLP

1:00 - 1:45       Lunch
1:45 - 3:45       Covered Bonds – Concepts and Topics

  • Phil Capling, Senior Vice President, Wells Fargo Securities
  • Scott Stengel, Partner, King & Spalding LLP

3:45 - 4:00       Break
4:00 - 6:00       ABCP – Concepts and Topics

  • Jim Croke, Partner, Chapman and Cutler LLP
  • Sam Pilcer, Managing Director, Crédit Agricole Corporate and Investment Bank
Please click here for a detailed description of each session.

Tuesday, December 4, 2012

8:30 - 9:00       Continental Breakfast
9:00 - 11:00     Consumer ABS – Concepts and Topics

  • Mary Kane, Head of Global Securitized Products Research, Citi
  • Stuart Litwin, Partner, Mayer Brown LLP

11:00 - 11:15   Break
11:15 - 1:15     Derivatives, CDOs & CLOs

  • Henry Albulescu, Managing Director, Standard & Poor's
  • Eileen Bannon, Partner, Holland & Knight LLP

1:15 - 2:15       Lunch
2:15 - 3:45       International Applications of Securitization

  • Paul Burke, Managing Director, Citi
  • Lewis Cohen, Partner, Clifford Chance US LLP

3:45 - 4:00       Break and Prep for Final Exam
4:00 - 5:30       Final Exam (Optional)

The ASF is pleased to offer the following continuing education credits for participants in the ASF Securitization Institute: Applied Securitization. Please contact Justin Ross of the ASF staff at 212.412.7103 with any questions.

CPE Credit for CPAs

The ASF will be offering Continuing Professional Education (CPE) credit for CPAs at the ASF Securitization Institute: Applied Securitization. Attendees are eligible to receive up to 14.5 credits for this event.

The field of study for this program is Specialized Knowledge and Applications.

To receive credit, you must sign in AND out EACH DAY, providing the time of your arrival and departure. You will only receive credit for the portions of the program where you have completed the attendance sheet. Attendance sheets will be located inside the session room.

Please complete an evaluation form for the program. These will be located next to the sign in sheets.

This program is a group-live event. Participants will have the opportunity to gain an overview of various aspects of the securitization industry and will learn about various asset classes. Please click here for a program schedule of this event and here for detailed descriptions of each session. These provide learning objectives and program content for the event.

There are no prerequisites for this event and no advanced preparation is required, although advanced reading is recommended.

Please click here for information on how to register.

For more information regarding refund and program cancellation policies, please contact the ASF staff at 212.412.7100.


CPE Logo

The American Securitization Forum, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.


CFA Institute CE Credit

Participants may earn 12 CFA Institute Continuing Education (CE) credits, for attending this event, as granted by CFA Institute.

To obtain CE credit, individuals must complete the CFA Institute CE credit attendance sheet at the event, providing their name, firm, and CFA Institute membership number. This sheet will be available inside the session room. Participants only need to complete the sheet once to obtain credit for the event.

 

CFA Institute CE Credit
CFA Institute has approved this program, offered by the American Securitization Forum, Inc., for 12 CE credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary.

Employees of ASF member firms: $995
Employees of nonmember firms: $1,495
Government employees: $0

Group discounts were available for firms registering 4 or more individuals. Please contact Justin Ross for more information.

Registration cancellation requests MUST be submitted in writing to Justin Ross. A processing fee of $150 will be applied to all cancellation requests dated after July 29, 2012. After September 29, 2012, we regret that no refunds will be granted. Substitutions are welcome at any time, however please note that the substituting individual must be from the same firm and qualify under the same registration type as the original registrant.