2026 Agenda
8:00 AM – 9:00 AM – Registration & Networking Breakfast
Meet your peers, enjoy a light breakfast, and prepare for a day of insights.
9:00 AM – 9:15 AM – Opening Remarks
9:15 AM – 10:15 AM – Session 1: Keynote Panel – The State of Auto ABS in 2026
- Subprime and prime credit bifurcation
- Issuer performance divergence
- Spread dynamics and relative value
- Capital structure resilience
10:15 AM – 10:45 AM – Session 2: Fireside Chat on the Future of Funding
Bennie Duck, executive vice president and chief financial officer at Stellantis Financial Services, will sit down for a fireside chat on funding execution, treasury strategies, technology advancements, and market dynamics.
10:45 AM – 11:00 AM – Networking Break
11:00 AM – 11:45 AM – Session 3 Panel: Warehouse Funding & Capital Optimization
- Lender access to diversified warehouse facilities
- Term vs. revolver structures
- Performance-based pricing and covenant trends
- Compliance impacts on treasury operations
11:45 AM – 12:30 PM – Session 4 Panel: The Investor Perspective – Pricing Risk in 2026
- Risk-based pricing in subprime and deep subprime
- Lessons from Tricolor
- Appetite for bespoke and illiquid deals
- Spreads vs. corporates and relative value discussion
12:30 PM – 1:30 PM – Networking Lunch
Enjoy lunch with peers, sponsors, and speakers in a relaxed setting.
1:30 PM – 2:00 PM – Session 4 Presentation: Affordability, Inflation, and the Consumer Credit Divide
- Delinquencies and payment behavior across vintages
- Inflation-adjusted income trends and affordability metrics
- Gen Z and Millennial borrower risks
- Loan extension trends and their capital impact
2:00 PM – 3:00 PM – Session 5 Panel: Emerging Players & Private Credit in Auto Finance
- The rise of PE/VC-backed originators
- Structural innovation in term deals
- Servicing complexity and scalability
- Where capital markets and fintech intersect
3:00 PM – 3:30 PM – Afternoon Break
3:30 PM – 4:15 PM – Session 6: Building the Next-Gen Treasury Team
- Training new professionals in complex funding structures
- Knowledge-sharing in a remote/hybrid world
- Treasury risk frameworks and compliance alignment
- Mentor/mentee models and team scalability
4:15 PM – 4:30 PM – Session 7: Live Survey Session: Real-Time Market Sentiments and Forecast
This session will explore the results of a real-time survey of attendees on market sentiment and forecasts, which senior executives will then discuss. Through this novel session, attendees will gain a deeper understanding of the market as well as insights on auto finance secondary market trends.
5:00 PM – 6:30 PM – Cocktail Reception & Networking Mixer
Unwind with fellow attendees and keep the conversation going over drinks and hors d’oeuvres.
8:00 AM – 9:00 AM – Registration & Networking Breakfast
Meet your peers, enjoy a light breakfast, and prepare for a day of insights.
9:00 AM – 9:15 AM – Opening Remarks
PRIMARY MARKET INSIGHTS*
A two-session series designed to brief capital markets executives on primary market trends.
9:15 AM – 9:45 AM – Session 8* – Primary Market Fireside
A top auto finance executive takes the stage to discuss the primary auto finance market, including current strategies, technology advancements, and market expectations for both the lending and leasing sectors.
9:45 AM – 10:30 AM – Session 9* – The State of the Primary Market: Industry Executives Discuss Current Market Conditions
Senior executives from top auto financing companies address the changing interest rate cycle, lingering tariff implications, affordability concerns and the lingering effects of subprime underwriting overreach.
10:30 AM – 11:00 AM – Networking Break
11:00 AM – 11:30 AM – Session 10 Presentation: Capital Stress Testing – Tariffs, Volatility & Tail Risk
- Pricing pressures influencing yields
- Consolidation impacts
- Current and future loss assumptions
- Scenario modeling in treasury planning
11:30 AM – 12:15 PM – Session 11 Panel: Trust But Verify: Trustees and Title Verification After Tricolor
- The scourge of double-counting assets
- Compliance guidelines
- Best practices for better risk management in warehouse funding
- Methods for avoiding credit failures
12:15 PM – Closing Remarks
Recap of major takeaways and a look ahead to upcoming events.
12:30 PM Summit Ends
* Primary Market Insights sessions are part of the Auto Finance Summit East and are accessible to Auto Finance Capital Summit attendees.
