AUSTRALIAN SECURITISATION 2022
AGENDA – DAY ONE – 30 NOVEMBER
10.15am
Registration opens
11.00am
Welcome
11.05am
Keynote address
Dr Jonathan Kearns | Head of Domestic Markets – Financial Markets | Reserve Bank of Australia
State of the market



11.35am
Liquidity and price discovery – navigating funding in 2022.
Investor breadth across the capital structure.
Outlook for 2023: will the current cycle turn?
Andrew Chepul | Chief Executive | Columbus Capital
Miles Drury | Chief Financial Officer | Plenti
Neil Calder | Head of Investments, Credit | European Bank for Reconstruction and Development
Paul Duns | Director, Group Funding | National Australia Bank
Lisa Hood | Financial Controller | RedZed Lending
Sarah Samson | Global Head of Securitisation Origination | National Australia Bank [MODERATOR]
12.20pm
1.15pm
Lunch
Keynote address
Renée Roberts | Executive Director — Policy & Advice | Australian Prudential Regulation Authority
Latest intel on asset quality and stress points



1.45pm
Are borrower balance sheets holding up?
Cross asset-class, borrower profile and geography review.
How have structures and business models evolved?
Caroline Dunlop | Head of Funding and Acting Group Treasurer | Avanti
Malcolm Roberts | Commissioner | Productivity Commission
Simon Petris | Executive Director and Senior Portfolio Manager | Revolution Asset Management
Ed Freilikh | Head of Finance and Capital Markets | Mortgage House
Ilya Serov | Associate Managing Director | Moody's [MODERATOR]
Lender diversity: how the new players are faring

Growth in a challenging market.
 How newer players are navigating the funding environment.

2.30pm
Timing funding decisions with the spectre of volatility.
Cameron Small | Chief Financial Officer | Shift
Dragan Jugovic | Executive Director, Debt Capital Markets | ORDE Financial
Debbie Long | Head of Treasury | Angle Finance
Edward Wright | Director and Head of Finance Companies Coverage | Westpac
Stephen Martin | Head of Domestic ABS | Challenger Investment Management
Robert Matiuk | Head of APAC Analytics and Trust Management | BNY Mellon [MODERATOR]
3.15pm
Break
What does the lender of the future look like?



3.40pm
Evolution or revolution in the provision of credit?
The pace of origination and funding digital overhaul, and how lenders are keeping up.
‘Fintech’ or just online lenders? Distinguishing technology innovation from digital lending.
Frank Danieli | Managing Director, Head of Credit Investments and Lending | MA Financial
Jon Alder | General Manager | Perpetual Digital
Nathan Walsh | Co-founder and Chief Executive | Athena
Karl Sick | Chief Operating Officer | BC Invest
Julian Heath | Executive General Manager | Middle Finance
Lucinda Browne | General Counsel | Brighte [MODERATOR]
AUSTRALIAN SECURITISATION 2022
AGENDA – DAY ONE – 30 NOVEMBER
Kick starting the SME space
4.20pm



Progress on building a common reporting platform
Demand for credit and asset quality.
Investor support and diversification.
Michael Heath | Treasurer | Judo Bank
Michelle Weidauer | Group Treasurer | Prospa
Yanir Yakutiel | Founder and Chief Executive | Lumi
Brett Craig | Director, Funds Management | Aura Group [MODERATOR]
What next for securitisation funding?



4.50pm
Market conditions: settling, or volatility settling in?
Revised execution to secure outcomes.
Finding investor diversity in a changing environment.
Nicola Dondi | Managing Director | Goldman Sachs
Stephen Magan | Executive Director - Securitised Products Group | J.P. Morgan
Tally Dewan | Financials & Securitisation Strategist | Commonwealth Bank of Australia
Peter Riedel | Chief Financial Officer | Liberty
Eva Zileli | Treasurer | Latitude Financial [MODERATOR]
5.30pm
Welcome cocktail reception
7.00pm
Close day one
AGENDA – DAY TWO – 1 DECEMBER
8.30am
Registration opens
The big picture – economists’ roundtable



9.00am
Cost of living, cost of credit and household stress.
Capacity, employment and inward migration.
Rates: more to go, at the peak or on the way back down?
Louis Kuijs | Chief Economist, Asia Pacific | S&P Global
Felicity Emmett | Senior Economist | ANZ
Emily Dabbs | Head of Macro Consulting | BIS Oxford Economics
Zoe Wallis | Chief Economist, Corporate Finance | Deloitte NZ
Sally Auld | Chief Investment Officer | JB Were [MODERATOR]
Global structured finance markets in 2022



9.45am
Relative value and investor activity.
The impact of event risk and inflation.
Emerging appetite and execution outlook
John O'Connell | Head of Global Credit Trading Syndicate | Deutsche Bank
Ann Tran | Head of Flow ABS Origination & Syndication | MUFG
James Austin | Chief Financial Officer | Firstmac
Imran Shaffi | Managing Director, Head of Investment Credit and Senior Portfolio Manager | State Street
Luca Bertalot | Secretary General | European Mortgage Federation - European Covered Bond Council
Pablo Castro | Product Manager, Structured Finance | Bloomberg [MODERATOR]
10.30am
Break
AUSTRALIAN SECURITISATION 2022
AGENDA – DAY TWO – 1 DECEMBER
Buy-side perspective



11.00am
Navigating the challenges of 2022 – and finding value.
Where Australia fits.
Outlook for 2023 and allocation preferences.
Jean-Sebastian Paley | Senior Portfolio Manager, Asset Backed Securities | IFC
Alistair Ho | Managing Director and Head of Asia Pacific | Waterfall AM
Tully Robinson | Market Technicals Associate | Coolabah Capital
Hugh Norton | Executive Director, Credit Trading | Westpac
Paolo Tanca | Director, Structured Finance | Westpac [MODERATOR]
11.45am
Q&A: Japanese demand
Anny Chen | General Manager Capital Markets | Resimac
Takehiro Yamamiya | Director, Financial Institution Cross Assets Solutions | SG Securities
Alternative funding avenues in 2022 and beyond



12.00pm
Value and liquidity in private placements, whole-loan sales and MTNs.
Complementary or core funding?
To what extent do ESG labels add funding capacity?
Jennifer Hellerud | Managing Director and Head of Securitisation, Australia | RBC Capital Markets
Fabrice Guesde | Head of Global Structured Credit Solutions and Credit Markets, Asia Pacific | Natixis
Anthony Moir | Group Treasurer | Pepper
Andy Armstrong | Senior Portfolio Manager, Fixed Income | Challenger Investment Management
Grace Tam | Director | CEFC [MODERATOR]
12.40pm
Lunch
Integrating ESG and the securitisation market



1.45pm
Asset growth in the mortgage space.
Understanding investor preferences and converting them into deal flow.
Integrating governance considerations in securitisation analysis.
Johanna Waldon | Chief Corporate Affairs Officer | Pexa
Jorge Chapa | Head of Market Transformation | Green Building Council of Australia
Kristi Leo | President | SFA
Ben Morgan | General Manager, Strategy Investments, Transformation & Sustainability | Commonwealth Bank of Australia
Lauren Holtsbaum | Head of Debt Capital Markets ESG origination | Commonwealth Bank of Australia [MODERATOR]
War gaming climate change risk
2.30pm



Stranded assets and geographical concentration.
When insurance becomes unaffordable or unavailable.
Impact on funding structures.
Chris Stankovski | Senior Director, Structured Finance| Fitch Ratings
Andrew Hall | Chief Executive | Insurance Council of Australia
David Jenkins | Global Head of Sustainable Finance | National Australia Bank
3.05pm
Break
Revving up a new look auto market



3.35pm
EV uptake – finally reaching critical mass?
Changing landscape for auto finance.
Impact on issuance and likely demand.
Jason Murray | Chief Financial Officer | Angle Auto
Margot Kelly | Senior Manager, Securitisation | Firstmac
Fraser Wilson | Head of Treasury and Funding | MTF
Vlad Zlotnikovs | Associate Director, Structured Finance - Asia Pacific and Middle East | Moody's Analytics
Fiona Gaal | Director, Structured Capital Markets | ANZ [MODERATOR]
AUSTRALIAN SECURITISATION 2022
AGENDA – DAY TWO – 1 DECEMBER
Issuers’ roundtable – what are the big issues for 2023?
4.15pm



Credit growth and asset quality.
Funding outlook and cost effectiveness.
What will we be talking about next year?
Guy Volpicella | Managing Director and Head of Structured Funding and Capital | Westpac
Penny Dell | Treasurer | ANZ New Zealand
Campbell Smyth | Chief Executive | Bluestone
Damian Percy | General Manager | AFG Securities
5.00pm
ASF closing cocktails
6.00pm
Close day two
With thanks to our sponsors
Gala Dinner:
Gold Sponsors:
Silver Sponsors:
Bronze Sponsors:
Other Premium Sponsors:
Exhibitors: