Innovations in Lending, Alternative Financing, Fintech & Private Credit Summit 2022

Waldorf Astoria Monarch Beach, Dana Point, CA
December 7, 2022 - December 9, 2022

69 days left

Opal Group is proud to present our Innovations in Lending, Alternative Financing, Fintech & Private Credit Summit (formerly Marketplace Lending & Alternative Financing Summit). The Summit is an educational forum designed for investors, issuers, platforms, underwriters, banks rating agencies, lawyers, service providers, accountant, and other related industry professionals. At this conference learn and network with industry leaders to gain insight on the newest techniques to maximize returns and reduce risk exposure in this growing area of marketplace lending. Explore an in-depth review of the current landscape and what's to come in addition to hearing about rating agency methodology, legal, tax and structural considerations which will provide attendees with the tools necessary to stay one step ahead of their competitors.

The conference will serve as an opportunity where a meaningful dialogue can be opened to address concerns regarding this dynamic segment of the market.

All attendees will be required to show proof of vaccination or negative COVID test.

To request our previous agenda, participant list and sponsors


Exhibit Set-Up / Registration


Co-Chair Welcoming Remarks


The Current State and Outlook of the US Marketplace Lending Industry: Where is the Industry Headed?


The Role of Technology and Data


Partnerships with Banks, Fintechs and Platforms


Financial Inclusion – Serving the Underserved


Point-of-Sale and Buy Now, Pay Later Consumers


Networking Cocktail Reception in the Exhibit Hall




Continental Breakfast in Exhibit Hall


Co-Chair Welcoming Remarks


Fireside Chat with David Kimball: Prosper Moves Beyond Marketplace Lending


The road to recovery: A 2021 recap of the lending and payments landscape


Investor Roundtable: Current Opportunities and Risks in Marketplace Lending


  • Current trends in specialty lending
  • The most attractive current opportunities
  • What are the options available to borrowers to capitalize their businesses?

Track A: Key Considerations for Marketplace Lending Securitizations

Track B: The Role of SPAC’s in Fintech


Networking Refreshment Break in Exhibit Hall


Track A: Private Credit and Specialty Finance

Track B: Debt Sales


Networking Luncheon on the Grand Lawn

Sponsored by: Vervent


Track A: Student Loans

Track B: Small Business Lending


Track A: Collections & Servicing 

Track B: Capital Markets Outlook


Track A: NFTs

Track B: Private Equity / Venture Capital


Networking Refreshment Break in Exhibit Hall


Track A: Opportunities in Real Estate

Track B: Utilizing Data, Machine Learning & AI 


Track A: Legal & Regulatory Issues – Next Wave of Regulatory Policy

Track B: The Future of Alternative Lending


Fireside Chat

Developing Customer Acquisition and Retention Strategies in Consumer Lending


Networking Cocktail Reception in the Exhibit Hall


Continental Breakfast in the Exhibit Hall


Co-Chair Welcoming Remarks


ESG Investments & Securitizations


Blockchain / Crypto Applications for  Online Lending


Conference Concludes


Golf Tournament – Monarch Beach Golf Links

Waldorf Astoria Monarch Beach
1 Monarch Beach Resort N, Dana Point, CA 92629

Standard Rate
Investor* $795
Issuers/Platforms $1,295
Standard $2,495

*Subject to Opal Group’s verification and approval.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898
  • Platforms – US Consumer
  • The Current State and Outlook of the Marketplace Lending Industry
  • Legal & Regulatory Issues
  • Debt Investor Roundtable
  • Equity investor Roundtable
  • Raising capital in the Current Environment
  • Secondary Market
  • The Role of Technology
  • Platforms Partnering with Banks
  • Reporting Requirements
  • Lenders Outlook
  • Small Business Lending
  • Securitization
  • Capital Markets Outlook
  • The Future of Marketplace Lending
  • Valuation Methodology
  • Private Equity / Venture Capital
  • Institutional Investor Platform – Large & Sophisticated
  • Emerging Manager
  • Platforms – US Student
  • Platforms – Small Business
  • Landscape of Specialty Finance Sector
  • Online Lending Trends in the U.S. and Abroad
  • Current Trends and the Future of Direct Middle Market Lending
  • Overview, Trends and the Future of Marketplace/P2P Lending
  • How Online Marketplace Lenders are altering the Specialty Finance Sector
  • Overview and Trends of the European Environment for Marketplace Lending
  • Crowd funding
  • Subprime/Non-Prime
  • Opportunities in Real Estate
  • Getting prepared as a first-time securitization issuer
  • The role of the broker dealer / RIA plays in marketplace platforms
  • Alternative Lending
  • Small Business Lending for Hedge Fund Investors
  • Fraud Prevention and Authentication
  • Asset Managers
  • Family Offices
  • Hedge Funds
  • Institutional Investors
  • Investment Banks
  • Insurance Companies
  • Issuers
  • Law Firms
  • VC Firms
  • Online Lending/P2P Platforms
  • Private Equity Firms
  • Rating Agencies
  • Regulators
  • RIAs
  • Service Providers
  • Trustees
  • Underwriters
  • Technology Platforms
  • Debt and Equity Investors

    The 2016 Marketplace Lending & Alternative Financing Summit proved to be beneficial for industry networking and real-time market trends. Randy Norton

    Alternative Asset Management, Green Mesa Capital, LLC