15th Annual ABS 2012

Now in its 15th year, Insight Information is pleased to announce ABS 2012, the only Canadian Structured Finance Forum. This premier event has been developed with extensive input from recognized experts in the industry and will address key issues of importance to all participants.

As the industry continues to face unprecedented challenges and uncertainties, this upcoming conference will provide an invaluable opportunity for attendees to engage in critical and advanced dialogue on a wide range of topics that will influence the shape of the securitization markets in the years to come. ABS 2012 will feature:

• Dealer, rating agency and investor perspectives on the state of Canadian securitization
• The future of the Canadian covered bond market
• Trends and performance of various issuer programs – auto finance, fleet leasing and equipment finance and credit cards
• Review of critical regulatory proposals, developments and its implications
• State of Canadian real estate and revival of the CMBS market
• Practical updates from leading accounting and tax experts

SUNDAY JUNE 3, 2012

3:00 – 5:30

ACCOUNTING, REGULATORY AND TAX WORKSHOP Impact of Recent Changes on Structures

Gale Kelly 
Partner
KPMG LLP

Martin Roy 
Associate Partner
Deloitte & Touche LLP

Doug Watson 
Financial Transactions Specialist, Compliance Programs Branch
Canada Revenue Agency

6:00

Welcome Reception at Château Frontenac  
Sponsored by:

MONDAY JUNE 4, 2012

7:00

Registration
Breakfast Sponsored by:

7:55

Welcoming Remarks from Insight Information

8:00

Coffee and Chat with

Warren Jestin
Senior Vice-President & Chief Economist
Scotiabank

Moderated by:
Peter Milligan 
Partner
Osler, Hoskin & Harcourt LLP

8:30

Impact of Global Economic Changes on the Canadian Securitization Market

Moderator:
Stephen R. Ashbourne
Partner
Blake, Cassels & Graydon LLP

Jamie Feehely 
Managing Director, Canadian Structured Finance
DBRS Limited

Charles Gamm
Senior Director
Fitch Ratings, Canada

Rasha Katabi 
Managing Director, Structured Solutions
Bank of America, Merrill Lynch

Nur Khan
Managing Director, Securitization Finance
RBC Capital Markets

Doug Noe 
Managing Director
Scotiabank

• Market update
• Impact of current economic conditions on new issuance
• Implications of regulatory changes
• Asset class performance
• Cross border activities

10:00

Networking Coffee Break Sponsored by:

10:30

Covered Bonds: A Canadian Success Story

Moderator:
Andrew Fleming 
Senior Partner
Norton Rose Canada LLP

Rasha Katabi 
Managing Director, Structured Solutions
Bank of America, Merrill Lynch

Nicolas Malaterre
Senior Director
Standard and Poor's

Wojtek J. Niebrzydowski
Vice President, Treasury
CIBC

• Covered bond issuance volumes by Canadian banks
• Benefits of using covered bonds as part of your funding strategy
• Development of Canadian legislation
• Factors in determining the type of cover pool collateral that is used
• What investors should know about ratings on covered bonds

11:30

Real Estate Panel

Moderator:
Marc MacMullin
Partner
McCarthy Tétrault LLP

Kevin Chiang 
Senior Vice-President
DBRS Limited

William H. Henry 
Vice President and Treasurer
Manulife Bank

Hiren Lalloo
Director, Securitization Finance
RBC Capital Markets

Andrew Maciel
Executive Director, Securitization
CIBC World Markets Inc.

• The state of Canadian real estate
• Examining the Canada Mortgage Bond and NHA MBS Programs
• Securitization of residential mortgages and HELOCs

12:30

Networking Luncheon Co-Sponsored by:

ISSUER SESSIONS: This year's forum brings together some of the leading issuers from auto finance, fleet leasing and equipment finance, and credit card securitization programs to analyze current challenges and opportunities within these major asset classes. The formats for the next three sessions in the agenda have been created so that the audience will get a chance to evaluate the latest market trends, summary of activity and outlook, which will be followed by presentations from large issuers on their individual programs and performance.

1:45

Auto Finance Issuer Sessions

Overview 
Raymond Lai 
Assistant Vice President, Analyst
Moody's Canada Inc.

John Vidinovski 
Director, Securitization
BMO Capital Markets

Jonathan Zamir 
Director, Structured Solutions
Bank of America, Merrill Lynch

Nissan Auto Securitization Program
Marie-Claude Morrissette
Assistant Treasurer
Nissan Canada Inc.

GM Financial Securitization Program 
Susan Sheffield
Executive Vice President, Corporate Finance
GM Financial

Auto Securitization Program
Issuer to be announced

4:00

Fleet Leasing and Equipment Finance Issuer Sessions

Overview 
John Detweiler 
Director
Standard & Poor's

Brad Shields
Director, Structured Finance
Scotiabank

CNH Equipment Securitization Program 
Thomas Beckmann 
Assistant Treasurer
CNH Capital

ARI Fleet Leasing Securitization Program 
Brian K. Horwith
Treasurer
Automotive Resources International

5:15

Forum Adjourns for the Day

5:45

Reception at the Château Frontenac, Salon Rose Sponsored by:

9:00

An Evening with

At the Château Frontenac, Salon Rose

TUESDAY JUNE 5, 2012

7:45

Breakfast Sponsored by:

8:30

Credit Card Issuer Sessions

Overview 
Sunil Adalja
Director, Securitization
CIBC World Markets Inc.

Karandeep Bains 
Assistant Vice President, Analyst
Moody's Canada Inc.

Canadian Tire Credit Card Securitization Program 
Candace MacLean 
Vice President and Treasurer
Canadian Tire Corporation, Limited

PC Bank Credit Card Securitization Program 
Puneesh Arora
Treasurer
President's Choice Bank

RBC Credit Card Securitization Program 
Boris Kogut 
Head of Asset Securitization, Corporate Treasury
RBC

10:00

Coffee Break and Exhibits

10:30

Investors Roundtable

Moderator:
Dan Fraleigh 
Managing Director
BMO Capital Markets

Bradley Sohl 
Senior Director
Fitch Ratings

Bojan Miladinovic
Director
CIBC World Markets Inc.

Mark Monaghan
Partner
Baker Gilmore & Associates

Dean Smith 
Vice-President & Portfolio Manager
Gluskin Sheff + Associates Inc.

• Investor feedback on issuer sessions
• Current and expected pricing for ABCP and term ABS
• What key issues are investment committees looking at?
• What are investors saying and looking for?
• Pricing differential between Canadian and US ABS transaction

11:30

Restarting the Canadian CMBS Market

Moderator:
Douglas Klaassen 
Partner
Stikeman Elliott LLP

Glen Malcolm 
Vice President
CMLS Financial Limited

Ben Rodney 
Principal
RFA Group

Erin Stafford 
Managing Director
DBRS

Representative to be announced
Bank of America, Merrill Lynch

• What is happening in the US market?
• Is the Canadian market coming back?
• How do first mortgage bonds fit into the commercial funding market?

12:15

Networking Luncheon

Luncheon Keynote Speaker

Tom Deutsch
Executive Director
American Securitization Forum

1:45

Accounting and Tax – Impact of Changes on Investors

André de Haan 
Partner
Ernst & Young LLP

Richard Marcovitz 
Partner
PricewaterhouseCoopers LLP

Kathleen V. Penny 
Partner
Blake, Cassels & Graydon LLP

• What lies ahead under IFRS
• Accounting changes for investors
• Tax issues with cross-border securitizations of Canadian assets
• Financing structures secured with leased assets

2:45

Regulatory Developments

Moderator:
Michael Feldman 
Partner
Torys LLP

Richard Gresser
Managing Director, Banking - Capital Division
Office of the Superintendent of Financial Institutions (OSFI)

Lucie J. Roy 
Senior Policy Advisor
Autorité des Marchés Financiers

Winnie Sanjoto 
Senior Legal Counsel, Corporate Finance Branch
Ontario Securities Commission

• CSA's proposed amendments to prospectus disclosure for ABS
• CSA's proposed amendments for private placements of ABS
• CSA's proposed amendments to continuous disclosure for ABS
• Basel III – impact on structures, cost and investor interest
• Impact of US regulatory changes for rating agencies on Canadian ABS
• Impact of proposed changes to pre-marketing rules on ABS

3:45

Forum Concludes

CLE Accreditation

This conference has been approved by:

The Law Society of British Columbia for 13 hours
The Law Society of Saskatchewan for 13 hours
The Barreau du Québec for 12 hours

Law Society of Upper Canada CPD: This program qualifies for 13 substantive hours;
0 professionalism hours. Not accredited for New Members.
 

• Credit Card Issuers
• Equipment and Motor Vehicle Lessors
• Mortgage Lenders
• Corporate and Commercial Investors
• Trustee Service Groups
• Investment Portfolio Executives
• Investment Dealers
• Corporate Treasurers

• In-house Counsel
• Chief Executives and Chief Financial Officers
• Pension Fund Managers
• Mutual Fund Administrators
• Corporate and Commercial Lawyers
• Accountants
• Issuer and Indenture Trustees
• Bank, Loan, Trust and Insurance Company Executives

Please note: Full payment is required in advance of conference dates. Please make all cheques payable to Insight Information.