Innovations in Lending, Alternative Financing, Fintech & Private Credit Summit 2023
Waldorf Astoria Monarch Beach, Dana Point, CA
December 5, 2023 - December 7, 2023
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
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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 |
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Early Bird Rate I (exp. 08/01/23) |
Standard Rate | |
|---|---|---|
| Investors* | $495 | $795 |
| Issuers/Lending Platforms* | $1,095 | $1,295 |
| Standard | $2,295 | $2,495 |
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
