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: |
|
|
|
|
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?
|
|
|
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?
|
|
|
3:30 |
CONFERENCE
CONCLUDES |
|
|