13 November Four Seasons Hotel. International Addresses. 199 George Street, Sydney

Transcription

1 13 November 2014 Four Seasons Hotel 199 George Street, Sydney & 21st Annual AELA LEASING EQUIPMENT FINANCE CONFERENCE 2014 International Addresses Current Status of the US Equipment Lease & Finance Industry and Interesting Trends The European Equipment Finance Industry Current Developments and Outlook REGISTRATIONS NOW OPEN! Discussion Topics Economic and Financial Update Review of the Personal Property Securities Regime LIXI Equipment Finance Standard Used Equipment Markets - Australia meets Asia Equipment Finance Regulatory Round Up PLUs... International Panel Session & Equipment Finance Industry Forum

2 Speakers dr don stammer Dr Don Stammer is a doyen of economics in Australia. Following an initial career in academia, Don spent a decade in central banking with the Reserve Bank of Australia. He was the Chief Economist/Director of Investment Strategy for Deutsche Bank Australia, and its predecessor, Bain and Company. He was also a visiting professor, teaching in the MBA program of the Australian Graduate School of Management. Don was a director of ING in Australia, and Chairman of three ING property trusts, and chaired companies in the education, financial services and environment and resources sectors. Currently, he chairs the listed company QV Equities and is a director of IPE and of Kaplan Higher Education. Don serves on the investment committees of the Children s Medical Research Institute and of Redkite, and writes a weekly column on investment for The Australian. bob rinaldi Robert J (Bob) Rinaldi is Chairman Elect of the Equipment Leasing and Finance Association (ELFA), the US association representing equipment financiers. Bob is CEO of Commercial Industrial Finance (CIF), a national equipment finance company headquartered in St. Louis, Missouri. CIF provides equipment financing for companies of all sizes and specialises in implementing sales and finance programs for manufacturers, vendors and distributors of capital equipment in the commercial and industrial sectors. Bob is a veteran of the US equipment leasing industry; formerly he was senior vice-president of CSI Leasing, president of National City Commercial Credit Canada, and executive vice-president of the US operations. He was a founding partner of Information Leasing Corporation, which he helped to grow to the fifth largest bank-owned leasing company in the USA. Bob has been described as a forward-thinking and innovative leader who establishes and secures a corporation s place at the forefront of their industry. PROGRAM am & 21st Annual AELA LEASING EQUIPMENT FINANCE CONFERENCE am 8.55am 9.10am 9.45am Registration and Coffee WELCOME AND AELA OVERVIEW George Lagos, AELA Chairman, and Senior General Manager, Canon Finance ECONOMIC AND FINANCIAL UPDATE Where are opportunities in Australia as The resource boom fades further? Dr Don Stammer, company director & independent commentator What has the resources boom left for us? With capital spending in resources deflating, where are the business opportunities? What are the effects of the big economies tracking along such different paths? Will our interest rates stay low? And how low will the A$ go? Identifying the major macro risks in 2015 INTERNATIONAL ADDRESS Current Status of the US Equipment Lease & Finance Industry and Interesting Trends Bob Rinaldi, Chairman Elect, US Equipment Leasing and Finance Association and CEO, Commercial Industrial Finance, LLC, USA Latest news from the Equipment Leasing & Finance Association Equipment Leasing & Finance Foundation research news USA general equipment leasing industry update Supply and demand for credit What does a mature equipment leasing and equipment finance industry mean? Interesting trends in the Industry 10.30am Morning Coffee

3 Speakers PROGRAM 11am - 2pm bruce whittaker Bruce Whittaker is a partner in the banking and finance group of Ashurst in Melbourne specialising in debt capital markets, securitisation, acquisition and leveraged finance, project finance, asset finance and leasing and banking. Bruce is recognised as one of the world s leading structured finance and securitisation lawyers. Bruce heads Ahurst Personal Property Securities practice. He has been closely involved in the development of the PPS legislative package and appeared before a number of Senate inquiries into the PPS legislation. Earlier this year, Bruce was appointed by the Commonwealth Attorney- General to undertake the statutory review of the PPS Act. The review is scheduled to be completed by the end of January ronald slaats Ronald Slaats is the Vice-Chairman of the Board of Directors of Leaseurope, and former Managing Director of De Lage Landen, a leading global provider of asset-based finance products, headquartered in The Netherlands and a subsidiary of the Rabobank Group. With over 5,500 employees, DLL is represented in 35 countries around Europe, The Americas, Asia and Australia. Leaseurope is the European Federation of leasing company associations, representing the views of the European leasing and automotive rental industries. As vicechairman, Ronald is a committed contributor to the European equipment finance industry, within which he is an acknowledged expert and thought leader. His track record as CEO includes impressive growth of revenues, with an emphasis on business planning, redesign of processes to reduce delivery costs, and development of the capability and culture of the organisation am REVIEW OF THE PERSONAL PROPERTY SECURITIES REGIME - PROBLEM AREAS FOR EQUIPMENT FINANCIERS Bruce Whittaker, Reviewer, PPSA Statutory Review and Partner, Ashurst What the three-year review is all about Key issues raised in the submissions Sale and lease-back transactions How to qualify for PMSI priority The effect of subleasing on the head lessor Vesting on insolvency Goods that become fixtures Working with the Register Possible responses from the review Next steps 11.40am INTERNATIONAL ADDRESS The European Equipment Finance Industry Current Developments and Outlook Ronald Slaats, Vice-Chairman of the Board of Directors of Leaseurope, and former CEO, De Lage Landen Leasing In Europe and beyond State of the Industry Industry performance Outlook for the future - the Economy Regulatory environment - Constraint or Opportunity 12.30pm INTERNATIONAL PANEL DISCUSSION 1.00pm Bob Rinaldi, Chairman Elect, US Equipment Leasing and Finance Association and CEO, Commercial Industrial Finance, LLC, USA Ronald Slaats, Vice-Chairman of the Board of Directors of Leaseurope, and former CEO, De Lage Landen Lunch bruce treloar Bruce Treloar is the CEO of LIXI, a memberbased not-for-profit company that develops data message transaction standards for the Australian financial industry. Bruce has worked in the banking and finance industry as an external auditor, project director and senior relationship manager. More recently, Bruce was the banking industry representative on the National Electronic Conveyancing Systems (NECS) Steering Committee. Bruce holds a Bachelor of Economics from the University of Sydney, is a member of the Institute of Chartered Accountants and a member of the Governance Institute of Australia. 2.00pm LIXI Equipment Finance Standard - By the Finance, for the Industry Bruce Treloar, CEO, LIXI Limited LIXI s origins and objectives Members and licensees Standards development and innovation A standard for Equipment Finance Benefits of membership

4 Speakers PROGRAM pm tim o mara Tim O Mara is the Managing Director of O Maras Valuers and Auctioneers. Tim has over 33 years experience as an appraiser and auctioneer. He is a valuer/appraiser of personal property, predominantly of business type assets such as plant and equipment, trucks, cars, earthmoving equipment, mining equipment, manufacturing plants and medical equipment. The majority of his work is in the Banking, Insolvency and Finance areas. Tim is empanelled as a valuer of plant and equipment, and has acted, for many banks and financiers. Tim has been involved in 70 plus mergers and acquisition projects, and has valued assets throughout Australia, New Zealand, South East Asia, Central Africa and America on both a local and international market comparison. catherine shand Catherine Shand is Associate Director-Legal with the Australian Finance Conference. Catherine has worked as a lawyer in private practice, in-house banking counsel and a consultant in the financial services industry. Her current role involves informing Members and making representations to government about finance industry regulation and its operational application, with a particular focus on the personal property securities regime and the anti-money laundering and counter-terrorism financing regime. 2.30pm 3.10pm 3.40pm 4.30pm USED EQUIPMENT MARKETS - AUSTRALIA MEETS ASIA Tim O Mara, Managing Director, O Maras Valuers and Auctioneers Australia vs World Value adjustments, competition and cyclical WH&S implications and compliance History vs Reality Are some life cycle models dead? Afternoon Coffee EQUIPMENT FINANCE INDUSTRY FORUM George Lagos, AELA Chairman, and Senior General Manager, Canon Finance Craig Gee, AELA Deputy Chairman, and General Manager and Treasurer, Marubeni Finance Oceania hugh Lander, AELA Immediate Past Chairman, and Chief Executive Officer, BOQ Finance graham Attard, AELA Past Chairman, and Head of Equipment and Automotive Products, Westpac EQUIPMENT FINANCE REGULATORY ROUND UP Catherine Shand, AFC Associate Director-Legal Steve Edwards, AFC Consultant and Director, CreditWise steve edwards Steve Edwards is the Solicitor Director of CreditWise, which specialises in providing legal, compliance and training services to the finance sector. He is also AFC s Legal & Market Consultant. Steve has been involved in various reform and regulatory developments from industry, operational, advisory and government perspectives. More recently, he has represented the finance industry in recent reform developments on consumer credit, unfair contract terms and personal property securities. Steve has also co-authored publications on consumer credit, the hiring of goods and personal property securities and is a general editor of the law service Personal Property Securities in Australia. 5.00pm New Privacy Regime: - Issues for equipment finance Finance Regulatory Issues Customer and Identification - Financiers and Introducers Personal Property Securities Regime - Real life issues - Review consultation CLOSING REMARKS Craig Gee, AELA Deputy Chairman, and General Manager and Treasurer, Marubeni Finance Oceania The Conference will be followed by a cocktail reception

5 EXHIBITORS 2014 CHP CONSULTING is a global supplier of asset and motor finance software and consultancy services, with an exceptional project delivery record. ALFA Systems, our class-leading software solution, delivers proven functionality using the latest technology standards. Delivered using a robust project implementation methodology, ALFA is used by leading asset finance businesses for full-lifecycle management of portfolios ranging from the most complex structured loans to high-volume flow transactions, in any country, language and currency. Matthew Phillips T: E: matthew.phillips@chpconsulting.com.au INSYSTON From Proposal to Disposal and everything in between. Insyston has been providing scalable Asset Finance and Lending solutions for over 15 years. We are entering exciting times for both the Industry and Insyston so it is a great time to come and talk to us about these developments and how your business can benefit by partnering with Insyston. Stephen MacMillan T: E: info@insyston.com.au INTERNATIONAL DECISION SYSTEMS, INC. (IDS) is the market leader in origination and portfolio management solutions for the global asset finance industry. IDS helps its clients grow and protect their asset finance lease and loan portfolios with lifecycle solutions Rapport and InfoLease. No one has more global experience and expertise in supporting your audit and compliance needs. In today s rapidly changing regulatory environment, finding a trusted solution provider is more important than ever. Proven with more than 250 customers worldwide, and including 7 of the top 10 Monitor 100 multinational finance companies, the world s most sophisticated leasing organisations rely on IDS with offices in Australia, Singapore, US, UK and India. Alison Posney T: E: information@idsgrp.com NetSol Financial Suite has been a core component of the world s leading auto captives and asset and equipment finance businesses for over 4 decades. Now comes NFS Ascent, the next generation web enabled asset finance and leasing platform. Designed from ground up for businesses of all sizes, NFS Ascent adds the ability to handle multi-channel operations with thousands of concurrent users seamlessly across all business channels. Easy to use and highly configurable, NFS Ascent can map to any business process quickly and precisely. Easily automate decisionmaking to decrease turnaround time, manage risk and save costs with NFS Ascent. Umer Hiyat T: M: E: umer.hiyat@netsoltech.com SOFICO specialises in software solutions for automotive finance, leasing and fleet management companies. With over 25 years experience, Sofico has developed unparalleled business expertise in the leasing and fleet management industry and provides several leasing companies with the appropriate software applications. Our products have always been related to this industry, so we focus on its specific challenges. Miles is the product of many years of experience and the successor to Leasebase. The flexibility and quality of Miles, combined with the experience and dedication of Sofico, result in a reliable solution that supports the strategic objectives of every leasing company. Miles is a complete software solution and supports the entire lifecycle of a leasing contract, based on a stable and scalable open technology platform. T: E: info@sofico.com.au TRACTION GROUP High Performance Asset Finance Recruitment; exclusively recruiting for the Asset Finance industry. With professional consultants from the asset finance industry, we understand your needs and will deliver the best result for your business. We have a national database of candidates and with our specialist focus, we have the Torque get results across your business. Simon Bird T: E: simon@tractiongroup.com.au WHITE CLARKE GROUP has been providing market leading software and consulting solutions to the finance industry worldwide since Our agile technologies have made us one of the world s leading suppliers of end-to-end financial services solutions. Multi-channel, multi-sector and multi-product offerings that help our clients reduce costs, maximize service and develop the business. Clients include organisations engaged in everything from finance, maintenance & operating leases, personal loans, commercial and residential mortgages, to insurance premium funding, wholesale bailment and floorplan. T: F: E: info-au@whiteclarkegroup.com

6 13 November 2014 Four Seasons Hotel 199 George Street, Sydney Every 3rd Delegate Attends Free! Delegate 1: NAME: Mr/Ms/Miss Delegate 2: NAME: Mr/Ms/Miss Delegate 3: NAME: Mr/Ms/Miss COMPANY: ADDRESS: POSTCODE: PHONE: FAX: Method of payment: Registration Fee $1450 (incl GST) *Every third registration from the one organisation is free! This document will be a Tax Invoice for GST when you make a payment. Tax Invoice ABN Australian Equipment Lessors Association q Cheque payable to: Australian Equipment Lessors Association q direct credit: A/C name: Australian Equipment Lessors Association, Inc A/C number: BSB: Bank: Commonwealth Bank of Australia 48 Martin Place, Sydney NSW 2000 Please quote reference Annual Conference with your payment q credit card: Please note: additional cost for credit card payments reflecting merchant fee q Visa $1, q Mastercard $1, q Amex $1, q Please Invoice E expiry Date: Amount $ CARDHOLDER S Name: CARDHOLDER S SignATURE: Cancellation and substitution: A substitute delegate is welcome if the registered delegate is unable to attend. A full refund of the fee is available if cancellation is notified in writing 10 days before the Conference. & 21st Annual AELA LEASING EQUIPMENT FINANCE CONFERENCE easy ways to register Phone: (02) Fax: (02) Mail: GPO Box 1595, Sydney NSW connie@aela.asn.au