US Financial Instruments and Credit Group events

The professionals in the Financial Instruments and Credit Group are involved in a number of industry organizations in addition to hosting their own technical updates and roundtables throughout the year.

Recent events

  • American Securitization Forum, Washington DC

    January 31-February 3, 2010
    Frank Serravalli - "Pricing and Valuation Challenges: Tools for Illiquid Instruments and Volatile Markets"


  • Student Loans Financing Congress, Washington DC

    April 23-24, 2009
    Frank Serravalli - "The Market Update for the Student Loans in 2009 and Beyond"
    Yogesh Gupta- " An Analytical and Ratings Look at Student Loans and the Student Loan Market"
    Mike Nie - "New Legislative Initiatives and Regulation - the Market Impact: What has been done and what should be done"


  • American Securitization Forum 2009

    February 8-11, 2009
    Las Vegas, NV


  • The 43rd Annual Bank Tax Institute - Lake Buena Vista, FL

    December 4-5, 2008
    Frank Serravalli & Trent Johnson - Asset Securitization


  • Structured finance technical forum

    September 18, 2008
    New York City


  • ESF/IMN Global ABS 2008: Piecing it all together

    June 1-4, 2008
    Frank Serravalli: Update on US securitization markets


  • 9th Annual Student Loans in the Capital Markets Summit

    May 15-16, 2008
    Frank Serravalli - State of the Student Loan Capital Markets: Credit Crunch and Financial Market Liquidity Squeeze - Evaluating the Impact
    Yogesh Gupta - A Research Perspective on Student Loans: Will we see a Shakeout in the Student Loan Market and Other Issues


  • US CDOs, credit derivatives & structured credit products summit

    March 11-12, 2008
    Trent Johnson - New criteria to analyse in the legal, regulatory, tax and accounting arenas
    Edward Faccio - Investor reporting and deal surveillance


  • If you are a structured finance alumni and would like to be included on the SF alumni distribution list for future events, please email Jessica M. Pufahl or contact at +1 (646) 471 8656.


  • American Securitization Forum 2008

    February 3-6, 2008
    Las Vegas, NV
    Frank Serravalli - Transparency, valuation and rebuilding investor confidence
    David Lukach - Accounting standards developments


  • AICPA SEC and PCAOB Conference

    December 10-12, 2007


  • Opal's sixth annual CDO summit

    December 2-4, 2007
    Dana Point, CA
    John Drosner - CLOs
    John Gibson - Middle Market CDOs
    Frank Serravalli - Accounting, tax, legal and regulatory issues and updates


  • AICPA Banking Conference

    November 28-30, 2007


  • Structured finance technical forum
    September 20, 2007
    New York City


  • Strategic Research Institute Student Loan Conference

    May 17-18, 2007
    Washington, D.C.
    Speakers: Mike Nie, Yogesh Gupta


  • Investment management network ABS 2007 conference

    April 29 - May 2, 2007
    South Beach, FL
    Speakers: John Gibson, Debra Rappoport