Investors Conference

Opening Remarks

Leight Lytle, CEO, ELFA

Economic Outlook and Market Context

Tim Mahedy, Chief Economist, ELFA

Geopolitical and Macro Landscape Overview

Frank Kelly, Founder and Managing Partner, Fulcrum Macro Advisors LLC

Survey of Equipment Finance Activity

Moderated by David Normandin, President & CEO, Wintrust Specialty Finance and Chair, ELFA Research Committee
Eliza Kwong, Partner, PwC

Investor Panel
Inside the Buy Box: How Investors Are Underwriting Equipment Finance Today

Moderated by Ken Martens, Managing Director, KBRA

Panelists:

Rana Mitra, Managing Director, Oaktree Capital Management
Robert Sheldon, Managing Director, Deutsche Bank Securities
Anthony Peek, Managing Director, WAFRA

Featured Conversation
What Makes Equipment Finance Investable: Reporting, Controls, Servicing and Surveillance

Quentin Cote, Senior Commercial Market Leader, Concord
Daryl Muller, Chief Operating Officer, ELFA

Builders Row Panel
Growth, Credit and Capital in Equipment Finance

Moderated by Chris Hemler, Managing Director, Hovde Group

Panelists:

Jeff Elliott, CEO, Elevex Capital
Conrad Nilsen, SVP and Head of Equipment Finance, Dext Capital
Joe Leonard, CEO, Oakmont Capital Holdings, LLC

Closing Remarks

Leigh Lytle, CEO, ELFA
Bob Johnson, Vice President, Capital Markets, Summit Funding Group
Charles Stackhouse, Senior Vice President, JA Mitsui Leasing Group