In-Person

Credit Insights - Home Equity Investments

About This Event

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 here using the form: https://go.dbrsmorningstar.com/heicreditinsights

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Details

  • May 2, 2024
  • 3:30 - 6:30 p.m.
  • 50 Rockefeller Plaza, 5th Floor

Contacts