CDO Investors Conference

7:30 - 7:40
Welcome / Introduction

Micah S. Green, President, The Bond Market Association

7:40 - 8:00
CDO Market Overview and Bond Market Association Initiatives

Speaker: Mark Zusy, Managing Director, Lehman Brothers Inc.

8:00 – 8:50
New Asset Classes and Structures: The Global Outlook

Moderator: James Stehli, Managing Director, UBS Securities

Panelists:
Ron D'Vari, CFA, Managing Director, Head of Structured Finance CDO Products, BlackRock Financial Management
Kevin Petrovcik, Managing Director, INVESCO, Inc.
Chris Ricciardi, President and CEO, Cohen and Company
Mike Rosenberg, Managing Director, Polygon Investment Partners

8:50 – 9:40
Research

Moderator: Ratul Roy, Director, Citigroup

Panelists:
Lang Gibson, Director, Merrill Lynch
Claude Laberge, Vice President, Lehman Brothers Inc.
Douglas Lucas, Director, UBS Investment Bank
Dr. Arvind Rajan, Managing Director, Citigroup Global Markets
Rehan Virani, Vice President, Halcyon Asset Management LLC
David Yan, Vice President, Credit Suisse

9:40 – 10:00
Break

10:00 – 10:50
CDOs of ABS

Moderator: Peter Ostrem, Vice President, Goldman Sachs & Co.

Panelists:
Eileen Bermingham, Senior Portfolio Manager, Loews Corporation
Anatoly Burman, Senior Managing Director, Aladdin Capital Management
Frederick Horton, Senior Managing Director, GSC Partners

10:50 – 11:40
Credit Default Swaps and the Future of the CDS Market

Moderator: Joseph Carroll, Barclays Capital

Panelists:
Melanie Davis, Vice President, Structured Credit, AIG Global Investment Group
Nik Khakee, Director, Structured Finance, Standard & Poor's Credit Market Services
Ron D'Vari, CFA, Managing Director, Head of Structured Finance CDO Products, BlackRock Financial Management
Jeremy Vogelmann, Loan CDS Trader, Barclays Capital

11:40 – 12:30
Rating Agencies

Moderator: Paul Gehrig, Managing Director, Wachovia Securities

Panelists:
Jeffrey Berkes, Director, Fitch Ratings
Rudolph Bunja, Senior Vice President, Moody's Investor Service
Belinda Ghetti , Director, Standard & Poor's
Steven Kahn, Managing Director, Financial Security Assurance

12:30 – 2:00
Lunch

Luncheon Speaker: Greg Peters, Chief Credit Strategist, Morgan Stanley

2:00 – 2:50
Convergence of Cash and Synthetic CDO Markets

Moderator: Elena Miteva, Executive Director, Morgan Stanley

Panelists:
Alex Cigolle, Chief Investment Officer, Strategos Capital Management, LLC
Ron D'Vari, CFA, Managing Director, Head of Structured Finance CDO Products, BlackRock Financial Management
Todd Jaeger, Standard & Poor's
Sivan Mahadevan, Head of Credit Derivatives and Structured Credit Research, Morgan Stanley
Teresa Wyszomierski, Vice President, Moody's Investors Service

2:50 – 3:40
Investors / Issuers Roundtable

Moderator: Ira Wagner, Senior Managing Director, Bear, Stearns & Co., Inc.

Panelists:
Stephen Bernhardt, Senior Portfolio Manager, Vanderbilt Capital Advisors
Tonko Gast, Chief Investment Officer, Dynamic Credit
Peter Gleysteen, Chief Executive Officer, Commercial Industrial Finance Corp.
Jeff Herlyn, Polygon Investment Partners

3:40 – 4:00
Break

4:00 – 4:50
Traders/Secondary Market Issues

Moderator: T.K. Narayan, Senior Vice President, Private Equity, Lehman Brothers, Inc.

Panelists:
Brian Carosielli, Citigroup
Rick Finger, Vice President, Bank of America Securities LLC
Ross Heller, Vice President, JP Morgan
Jerry Ouderkirk, Vice President, Goldman, Sachs & Co.
Malay Patel, Director, UBS Investment Bank
Adam Robison, Director, Merrill Lynch
Jason Schechter, Senior Vice President, Lehman Brothers, Inc.

4:50 – 5:30
CLOs

Moderator: Bilal Rashid, Director, Merrill Lynch

Panelists:
Kevin Braddish, Managing Director, Emporia Capital Management
Mark Froeba, Senior Vice President, Moody's Investors Service
Beth MacLean, Senior Portfolio Manager - Leveraged Loans, Lord Abbett & Co.
John McCormick III, Mariner Investment Group, Inc. / Tricadia Capital LLC
Patrick Mitchell, Vice President, Assured Guaranty
Mavis Taintor, Senior Managing Director, Callidus Capital Partners

Registration Information

Registration Fees:

Individual Tickets

Members: $495
Associate Members: $595
Non-members: $695
Investors: $0

 

Firm Tickets (unlimited registrations from firm):
Members: $3,000
Associate Members: $4,000
Non-members: $5,000
Please contact the Debbie Devine at 646.637.9289 to purchase firm tickets.

 

All fees must be paid in advance. Registration Fees can be paid on-line via Mastercard, Visa, or American Express.

Refund Policy: The Association will issue refunds, each subject to a $75 service charge, on cancellations received in writing on or before Wednesday, September 20, 2006. No refunds will be issued on cancellations after this date. Substitutes are welcome at any time.

Hotel Reservations: For your convenience, a limited number of guest rooms (at a special discount) have been reserved until September 12, 2006. After that date, rooms will be available on a first-come, first-served basis. For overnight accommodations at the Grand Hyatt, call 212.883.1234. Be certain to mention you are attending the The Bond Market Association conference.

For further information, please contact the Debbie Devine at 646.637.9289.