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

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

165 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


11:00am

Exhibit Set-Up / Registration

1:55pm

Co-Chair Welcoming Remarks

2:00pm

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

2:45pm

The Role of Technology and Data

3:30pm

Partnerships with Banks, Fintechs and Platforms

4:15pm

Financial Inclusion – Serving the Underserved

5:00pm

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

5:30pm

Networking Cocktail Reception in the Exhibit Hall

7:30am

Registration

7:45am

Continental Breakfast in Exhibit Hall

8:35am

Co-Chair Welcoming Remarks

8:40am

Fireside Chat with David Kimball: Prosper Moves Beyond Marketplace Lending

9:00am

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

9:45am

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?
10:30am

Track A: Key Considerations for Marketplace Lending Securitizations

Track B: The Role of SPAC’s in Fintech

11:15am

Networking Refreshment Break in Exhibit Hall

11:30am

Track A: Private Credit and Specialty Finance

Track B: Debt Sales

12:15pm

Networking Luncheon on the Grand Lawn

Sponsored by: Vervent

1:15pm

Track A: Student Loans

Track B: Small Business Lending

2:00pm

Track A: Collections & Servicing 

Track B: Capital Markets Outlook

2:45pm

Track A: NFTs

Track B: Private Equity / Venture Capital

3:30pm

Networking Refreshment Break in Exhibit Hall

3:45pm

Track A: Opportunities in Real Estate

Track B: Utilizing Data, Machine Learning & AI 

4:30pm

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

Track B: The Future of Alternative Lending

5:30pm

Fireside Chat

Developing Customer Acquisition and Retention Strategies in Consumer Lending

6:00pm

Networking Cocktail Reception in the Exhibit Hall

8:30am

Continental Breakfast in the Exhibit Hall

9:10am

Co-Chair Welcoming Remarks

9:15am

ESG Investments & Securitizations

10:00am

Blockchain / Crypto Applications for  Online Lending

10:45am

Conference Concludes

12:00pm

Golf Tournament – Monarch Beach Golf Links

5star
Waldorf Astoria Monarch Beach
1 Monarch Beach Resort N, Dana Point, CA 92629


Early Bird (exp. 6/30/22) Standard Rate
Investor* First 100 complimentary, then $495 $795
Issuers/Platforms First 100 investors / issuers complimentary, then $1,095 $1,295
Standard $1,995 $2,495

*Subject to Opal Group’s verification and approval.

Send us an email to register.

Sponsorship, Exhibition & Speaking Opportunities
212.532.9898 info@opalgroup.net
  • 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