Fund Finance: Proposed Methodology (EMEA/Americas)
Join us for a webinar where Moody’s Ratings analysts will discuss the newly proposed Fund Finance methodology, published on 21 April 2026.
Discussion topics include:
- Key developments in the fund finance market
- Overview of our proposed approaches to rate NAV loans and CFOs and key risk considerations
- Other considerations
Speakers
Rory Callagy
Associate Managing Director, Global Head of Funds & Asset Management
Moody's Ratings
Peter Hallenbeck
Vice President - SF Senior Officer Legal Review
Moody's Ratings
Daniel Marty
Senior Vice President/MDG, Credit Strategy and Standards Group
Moody's Ratings
Veronica Huang
Vice President – Senior Credit Officer, Financial Institutions
Moody's Ratings
David Ham
VP - Senior Credit Officer
Moody's Ratings
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Rory is currently responsible for Moody’s Funds & Asset Management ratings practice in the Americas. This includes ratings on over 60 asset managers and 400 investment funds across 5 countries. He joined Moody’s Global Managed Investments Group in1998, working on analysis of investment funds. Rory regularly speaks at industry conferences on trends and developments in the asset management sector. He holds a BA in Government from Georgetown University
Peter Hallenbeck is a VP-SF Senior Officer Legal Review in Moody’s Structured Finance
Group, where he has worked since 2006. He is currently a lawyer in the group
responsible for providing ratings for primary CLO transactions. He has worked on
a variety of Structured Credit transactions, including CLOs, risk retention
financings, Trup CDOs, structured notes, synthetic CDOs, re-securitizations, and
other esoteric transactions. He has published numerous articles related to
structured finance.
Mr. Hallenbeck holds a B.A. in French from Davidson College and a J.D. from
Vanderbilt University.
Daniel Marty is in charge of the development of fundamental methodologies, including for sovereigns, banks, asset managers and non-financial corporates. Prior to assuming that position, Daniel was a lead analyst in charge of a portfolio of regional and local governments as well as government-related issuers in France and Belgium. Daniel also worked in Moody’s sovereign team covering a range of European countries. He has been based in London, New York and more recently Paris. Daniel holds a Master in Management from ESCP Europe in Paris and speaks French, English and Spanish.
Veronica Huang is a Vice President – Senior Credit Officer on the Funds and Asset Management team in Moody’s Financial Institutions Group, focusing on fund finance and private credit. Prior to her current role, she spent eight years on Moody’s CMBS New Ratings team where she led the ratings analysis of conduit/fusion and large loan CMBS transactions. Veronica also led Moody’s CMBS data center team and played a pivotal role in developing the firm’s approach to data center CMBS and ABS ratings.
Previously, Veronica also worked in Moody’s RMBS and ABS teams. She holds a Master of Science in Finance from the University of Rochester’s Simon Business School and graduated summa cum laude with a Bachelor of Science degree in Finance and Accounting from Drake University. Veronica is also a CFA charterholder.