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You're invited to attend Morningstar DBRS Credit Insights on May 2 as we spotlight home equity investment securitizations, exploring the risks and opportunities within this emerging asset class. With insights from global firms including Point Digital Finance, Unlock Technologies, Atalaya Capital, and Nomura, our discussion will feature expert analysis from Morningstar DBRS' sector lead Derek Moran, and will be moderated by Katten partner Seth Messner.

Join us at 50 Rockefeller Plaza at 3:30 p.m. to hear more to about Morningstar DBRS' first-to-market rating criteria for HEI issuance, along with originator, investor, and legal perspectives on this new asset class. Following the discussion, join us for cocktail hour to network with other industry leaders.

 Discussion topics will include:

  • An overview of the sector, including transaction structures in comparison to other asset classes, risks and opportunities, and benefits to the consumer 
  • Key factors considered when evaluating the HEI asset class for investors
  • How collaboration between different industry players can foster growth in the HEI sector
  • The current regulatory environment as regulators gain familiarity and understanding of HEI
  • How HEI can address challenges facing homeowners in accessing their home equity, and reach underserved communities
  • Long-term growth trajectory of the sector and the potential impacts from demographic or economic shifts on demand for HEI

Agenda: 

3:30 p.m.: Registration and Coffee

4:00 p.m.: Credit Insights - Home Equity Investments 

Panelists:  
  • Derek Moran, Senior Vice President, Morningstar DBRS
  • Jim Riccitelli, CEO and Co-Founder, Unlock Technologies  
  • Jordan Fox, Head of Investor Operations, Point Digital Finance 
  • Michael Koss, Executive Director, Nomura   
  • Samantha Batt, Vice President, Atalaya Capital Management   

Moderator: 

  • Seth Messner, Partner, Katten Muchin Rosenman LLP

5:00 p.m.: Q&A

5:15 p.m.: Cocktail Hour and Networking

To Attend: 

This event is free to attend, but space is limited! Register with the form and a confirmation email will be sent directly to your inbox from usevents@morningstar.com.

Venue Information:

Katten Muchin Rosenman LLP logo in blue

50 Rockefeller Plaza, Floor 5 

New York, New York 10020


Please bring a government ID to check in at the lobby desk before arriving at the 5th floor for registration. 

A map of midtown Manhattan with 50 Rockefeller Plaza pinned

 

 

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