DETAILED AGENDA:
Topics and speaking faculty for this event are currently being confirmed. If you are interested in learning more about how you may participate contact the event organizer:

Rita Karsadi, Vice President, iiBIG at 704-999-9806 or ritak@iibig.com

Day One – Monday, May 10, 2010
12:15 – 1:15 Registration & Networking

1:15 – 1:30

Welcoming Remarks / Introductions

CONFERENCE ORGANIZER:
Rita Karsadi, Senior Vice President,
iiBIG
CONFERENCE CHAIR:
D. Grant Carwile, Managing Director,
RBC CAPITAL MARKETS

1:30 – 2:45

State of the 2010 Student Loan Market: A Detailed Overview of the Student Loan Industry

Moderator:
John L. Gibson, Partner, Financial Instruments and Credit Group, PRICEWATERHOUSECOOPERS
Panelists:
Barbara Thomas, Executive Director,
MORGAN STANLEY
D. Grant Carwile, Managing Director,
RBC CAPITAL MARKETS
Mark Weadick, Managing Director,
STUDENT LOAN CAPITAL STRATEGIES LLC
Chuck Sanders, President & Chief Executive Officer,
SOUTH CAROLINA STUDENT LOAN CORPORATION

2:45 – 3:30

Restructuring ARS and VRDB “Bank Bonds”

Moderator:
Christopher G. Cronk, Managing Director-Education Finance,
BANK OF AMERICA MERRILL LYNCH
Panelists:
Thea Watkins, Senior Vice President, Structured Finance,
LLOYDS TSB BANK plc
Ricky Turman, Executive Vice President & CFO,
BRAZOS HIGHER EDUCATION SERVICE CORP.
Thomas J. Gordon, Senior Associate,
SIDLEY AUSTIN LLP

3:30 - 4:00 Mid-Afternoon Refreshments & Networking

4:00 - 4:45

State-Sponsored Private Student Loan Programs

  • Nonprofit Student Lenders Tap Municipal Market Successfully
  • Credit Trends and New Financing Solutions
  • Reengineering Business Strategies and Platforms
  • New and Emerging Investor Participation
Moderator:
Barbara Thomas, Executive Director,
MORGAN STANLEY
Panelists:
Charles Kelley, Executive Director,
RHODE ISLAND STUDENT LOAN AUTHORITY
Jerry Kalmus, Director,
STANDARD & POOR’S
Frank Ballmann, Director, Federal Relations,
NY STATE HIGHER EDUCATION SERVICES CORP.

Tom Graf, Executive Director
MASSACHUSETTS EDUCATIONAL FINANCING AUTHORITY

4:45 - 5:30

Student Loan Asset-Backed Securities Market: Color, Liquidity & Demand from Traders & Bankers

  • Market Liquidity, Primary and Secondary Markets
  • Analysis, Disclosure, Prepayments, Performance
  • ARS Securities, Present and Future
  • Entering the Post-FFELP Universe
Moderator:
Derek Rose, Senior Vice President, ABS/CMBS Trading,
SOUTHWEST SECURITIES, INC.
Panelists:
Jason Valentino, Director, Structured Finance,
METLIFE
Peter Basso, Executive Director,
JPMORGAN
Rebecca Hogan, Executive Director / Head ABS Trader,
MORGAN STANLEY
Matthew Robertson, CFA, Investment Director, Structured Products, GALLIARD CAPITAL MANAGEMENT
Eric H. Rosenfield, Managing Director,
VCG PRINCIPAL TRANSACTIONS GROUP

5:30 Networking Reception
   
Day Two: Tuesday, May 11, 2010
8:15 – 9:00 Networking Continental Breakfast

9:00 – 9:45

Straight A Funding Conduit: What the Future Holds?

Speakers:
Julie A. Gillespie, Partner,
MAYER BROWN LLP
Bart Steenbergen, Managing Director,
BMO CAPITAL MARKETS CORP.
Yogesh Gupta, Partner,
PRICEWATERHOUSECOOPERS

9:45 – 10:15

Keynote Presentation – DEPARTMENT OF EDUCATION

Speaker:

Daniel T. Madzelan, Delegated the Authority to Perform the Functions and Duties of the Assistant Secretary for Postsecondary Education, DEPARTMENT OF EDUCATION

10:15 – 10:45 Morning Break & Networking

10:45 – 11:45

Loan Servicing: Consolidation in a Post-FFELP World

  • How Will Servicers Maintain Scale?
  • Will There be Consolidation Among Servicers?
  • How Will Direct Loan Servicing Play Out?
Moderator:
Winfield P. Crigler, Executive Director,
STUDENT LOAN SERVICING ALLIANCE (SLSA)
Panelists:
James A. Stipcich, President & CEO,
STUDENT ASSISTANCE FOUNDATION
Paul J. Mayer, Senior Vice President, Corporate Development,
SALLIE MAE
James Preston, President & CEO,
PHEAA

11:45 - 12:30

Private Student Loans: Underwriting, Financing & Demand

  • How are Programs Different Now than Before?
  • How are they being Financed?
  • What are the changes in Origination Volumes & Borrower Demand and Why?
Moderator:
Rosemary Kelley, Senior Vice President,
DBRS
Panelists:
Gary F. Santo, Jr., Managing Director, Capital Markets,
THE FIRST MARBLEHEAD CORPORATION

Jeffrey Jackson, Managing Director,
RAMIREZ CAPITAL ADVISORS

12:30 - 2:00 NETWORKING LUNCHEON

2:00 - 2:45

Market Funded / For Profit School Issues:
The Changing Landscape for Student Financing & the Regulatory Environment

Speakers:
Dennis M. Cariello, Counsel,
SONNENSCHEIN NATH & ROSENTHAL LLP
Tom Sakos, Director, Student Lending,
DEVRY, INC.
Carole A. Valentine, Vice President, Student Finance,
KAPLAN HIGHER EDUCATION

2:45 - 3:30

What’s Next from Congress & The Administration for FFELP and Private Loans?

Moderator:

Dave Ciancuillo, Partner,
MAYER BROWN LLP
Panelists:
Vince Sampson, Senior Vice President of Government Affairs, EDUCATION FINANCE COUNCIL
Tom Deutsch, Executive Director,
AMERICAN SECURITIZATION FORUM
Shelly Repp, General Counsel,
NCHELP

3:30 CONFERENCE CONCLUDES

 

     
     
     

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