Innovations in Lending, Alternative Financing, Fintech & Private Credit Summit 2023

Waldorf Astoria Monarch Beach, Dana Point, CA
December 5, 2023 - December 7, 2023

73 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 more information

Howard Schickler, Partner, Katten Muchin Rosenman LLP

Jan Brzeski, Managing Director & CIO, Arixa Capital Advisors / Crosswind Financial

Noah Cooper, EVP, Chief Investment Officer, Cross River

Jian Hu, Managing Director, Moody's Investors Service

Nelson Chu, Founder & CEO, Percent

Brendan Carroll, Senior Partner and Co-Founder, Victory Park Capital Advisors

Rana Mookherjee, Co-Founder and Managing Partner, Throttle Capital LLC

Christopher Smith, CFA, Partner & CFO, SER Capital Partners

Sabrina Dukhovny, Senior Vice President, Operations, Arixa Capital Advisors / Crosswind Financial

Roger Ahern, Vice President of Product Management, Experian

Christina Camacho, Founder and CEO, Ivy Lender

Sean-David Bos, Head Of Corporate Development, NinjaEdge (a subsidiary of NinjaHoldings)

Jeffrey Zinn, Managing Director, Private Credit, Vida Capital

Kim Gerhardt, Owner and Principal Advisor, The FinTech Interactive

Carey Ransom, Corporate Officer/Executive, BankTech Ventures

Daniel Lageman, Chief Compliance Officer, Biz2Credit

Adam Goller, EVP, Head of Fintech Banking, Cross River Bank

Jeffrey Rogers, President & CEO, LiftForward, Inc.

Brian Korn, Partner & Co-Head of Financial Services, Manatt, Phelps & Phillips, LLP

Justin Bjerkaas, Founder & CEO, Micah Group

David Staley, Vice President, Capital Markets, Prosper Marketplace

Chris Hilliard, CRCM, CCEP, Chief Operating, Officer, Winnow Solutions, LLC

Kathleen Kinney, Senior Director of Business Development, ACES Quality Management

Tim Lange, Chief Executive Officer, APPROVED Licensing

Aman Boyd, Vice President, Chief Lending Officer, FI Connect

Howard Cooper, Chief Executive Officer, Cooper Family Office (SFO)

Frank Turner, Senior Managing Partner, Celeres Capital

Anthony Rose, CFO, Kapitus

Andrew Seiz, VP Capital Markets and IR, Kueski

Armen Meyer, Vice President, LendingClub

Duane Good, Co-founder & President, Tribal

Brian Elbogen, Head of Investments, Unlock

David Kimball, Chairman & CEO, Prosper Marketplace

Larry Chiavaro, President, LPC Associates

Thomas Ervesun, CEO, Alphaeon Credit

Eric Johnson, Vice President of Business Development, Carmel Solutions

Matt Myers, President & CEO, Goal Solutions

Fred Wang, Managing Partner, Hudson Cove Capital Management

Eric Neglia, Senior Managing Director, Head of Commercial and Consumer ABS, KBRA

Brian Foley, Managing Director, SVB Financial Group

Sean Egan, Co-Founder and CEO, Egan-Jones Ratings Co.

Julian Schickel, Co-founder, Partner, Avellinia Capital

Colin Kilgour, Partner, Kilgour Williams Capital

Sasha Grutman, Partner, Middlemarch Partners

Sean Bill, Chief Investment Officer, Prime Meridian Capital Management

Jillian Murrish, CEO, Pier Asset Management

Robert Enayati, Managing Attorney, Bel Air Law Firm, P.C.

Andie Goh, Principal, Alternative Credit, Ares Management

John Cocke, Partner, Deputy Chief Investment Officer, Credit, Corbin Capital Partners

Rob McGregor, Chief Investment Officer, Coromandel Capital

Neil Brodsky, Chief Legal Officer, Vion Investments LLC

Sandy MacDougall, President, CrowdTrustDeed

Bob Deter, VP, Business Development, Crown Asset Management

Brooke Teal, Vice President, Legal and Compliance, EverChain

Conor Neu, co-founder, and CIO, Pier Asset Management

Ricardo Diaz, Managing Director, Janney Montgomery Scott LLC

Moorari Shah, Partner, Sheppard Mullin

Scott Pearson, Partner, Manatt, Phelps & Phillips, LLP

David Kafafian, Chief Operating Officer, Stride Funding

Milan Dalal, Founder and Managing Partner, Tiger Hill Partners

Julapa Jagtiani, Senior Economic Advisor and Economist, Federal Reserve Bank of Philadelphia

Danielle Brown, Managing Partner, Altriarch Capital Management

Denise Thomas, CEO, ApplePie Capital

Thomas Ritchie, SVP Capital Markets and Investor Relations, Biz2X by Biz2Credit Inc.

Ben Johnston, Chief Operating Officer, Kapitus

Maxim Berger, Director, ABS Consumer, KBRA

Dave Hanrahan, Co-founder & CEO, Kredit Financial Inc.

Blake Lepire, Vice President, Silicon Valley Bank

Manoj Verma, Co-Founder And CRO, Tabapay.Com

Dhruv Vakharia, Chief Financial Officer, Vervent

Shaun O’Neill, President and Chief Revenue Officer, Concord

Rob Johnson, Head of Finance, CoOp Capital

Sabrina Hannam, CEO and Board Chair, Boardswell

Faris Saah, Portfolio Manager, Exos Financial

Kareem Saleh, Founder & CEO, FairPlay

Sridhar Kaza, CEO, ForwardLine Financial

Fotis Konstantinidis, Managing Director, Head of Digital & Data Analytics, Stout

Mark Friedgan, CEO, CreditNinja

Ayaas Bhamla, Head of Capital Markets, Capchase

Kipp Fawcett, Managing Director, Janney Montgomery Scott LLC

Christian Kameir, Managing Partner, Sustany Capital

Tom Myers, Vice President, Business Development, Concord

Ash Vaidya, Managing Partner, Sanctum Altriarch Investment Management

Travis Holoway, Co-Founder & CEO, SoLo Funds Inc.

Jon Riber, Senior Vice President, ABS, DBRS Morningstar

Jeannie Tarkenton, Founder and CEO, Funding University

Tess Michaels, Founder & CEO, Stride Funding

Eric Mitzel, Vice President, Intain Inc.

Pedro Cetina, Co - Founder & Managing Partner, Addem Capital

Yael Tamar, CEO & Co-founder, SolidBlock

Kurt Watkins, Founder, Watkins Legal

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

Hotel Rate
Waldorf Astoria Monarch Beach Resort & Club $399++

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

*Subject to Opal Group’s verification and approval.

Email us to learn more about multi-event discounts.

Sponsorship, Exhibition & Speaking Opportunities
  • 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