LATAM Investment Convergence Summit 2024

JW Marriott Miami - Brickell, Miami, FL
October 8, 2024 - October 9, 2024

82 days left

Opal Group is happy to announce our newest event LATAM Investment Convergence Summit

Come and join us for engaging discussions and fruitful networking between Latin American and U.S.-based Family Offices and GPs from across America.

Our audience will consist of High-Net-Worth Individuals and executives in Corporate Pension Funds, Endowments, Public Funds, Foundations, Investment Consultancies, Investment Banks, Law Firms, and Accounting Firms, among other organizations.

The Summit will be a day and a half event of insightful panels, keynotes, and interviews on trending topics from Private Equity, Venture Capital, Alternative Investing, Philanthropy, Real Estate, A.I. and much more.

This is the perfect opportunity to learn everything about the prosperous LATAM market and network with an exclusive and diverse audience.

Join us in collaborating and influencing the future investment landscape between these influential regions.

Current as of November 28, 2023

12:00 pm

Golf Outing at Waldorf Astoria Monarch Beach Golf Links
(Separate Registration is required)

 

Sponsored by: Antares Capital

1:00 pm

Exhibit Set-Up / Registration

3:45 pm

Welcoming Remarks

4:00 pm

The Current State & Outlook of the ABS Market

Moderator

Trevor Brunell, Managing Director, Debt Capital Markets, Drexel

Panelists

Stephanie Yeh, Managing Director, KKR

Jian Hu, Managing Director, Moody’s Investors Service

Alex Saporito, Portfolio Manager, One William Street Capital

Bill Yialamas, Chief Financial Officer, PayJoy

Dhruv Vakharia, COO & CFO, Vervent Inc.

5:00 pm

Opening Networking Cocktail Reception in the Exhibit Hall

8:00 am

Registration

8:00 am

Continental Breakfast in Exhibit Hall

8:25 am

Opening Remarks

8:30 am

Keynote Fireside Chat: The Growing Importance of AI in Credit Underwriting

Facilitated by

Alexander Kornreich, Senior Manager, PwC

Speaker

David Kimball, Chairman & CEO, Prosper Marketplace

9:00 am

Portfolio Performance in a Tightening Credit Market

Moderator

Larry Chiavaro, President, First Associates Advisors

Panelists

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

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

Jeffrey Rogers, President & CEO, LiftForward Inc.

Brian Foley, Market Manager, SVB Financial Group

9:45 am

Track A: Exploring ABS Asset Classes

  • What is new & Emerging
Moderator

Rob McGregor, Managing Partner, Investments, Coromandel Capital LLC

Panelists

Barry Rafferty, Chief Financial Officer, Americor

Alexander Prokhorov, Venture Partner, Black River Ventures

Victor Mendoza, Managing Director, Head of O&G ABS, Donovan Ventures, LLC

Saish Setty, General Counsel, Parallaxes Capital

Track B: Partnerships with Banks, FinTechs, and Platforms

Moderator

Phil Goldfeder, CEO, American Fintech Council

Panelists

Adam Goller, EVP, Head of FinTech Banking, Cross River

Marcos Fernandez, Partner, Fiat Ventures

Devin Hughes, VP Business Development, LendKey Technologies

Jeffrey Rogers, President & CEO, LiftForward Inc.

Jason Bross, Senior Business Development Director - Capital Markets Services, TMF Group

Matthew Libman, President, United Credit

10:30 am

Track A: Aviation Loans & Transportation Finance

Moderator

Jian Hu, Managing Director, Moody’s Investors Service

Panelists

Alec Matt, Managing Partner, AirWheel Investments, L.P.

David Villa, Managing Director, Houlihan Lokey

Amanda Darling, Partner, K&L Gates LLP

Jeffrey Silverman, Director Opportunistic Private Credit, Natalliance Securities

Track B: The Role of Technology & Data in Alternative Lending

Moderator

Steven Ma, Head of Risk Management, Super

Panelists

Pedro Cetina, Co Founder & Managing Partner, Addem Capital

Ryan Rosett, Co-CEO & Founder, Credibly

Sandy MacDougall, President, CrowdTrustDeed

Brendon DiBella, Co-Founder & Head of Growth, GovForce

Federico Travella, Founder & Exec Chair, NOVICAP

Chris Hilliard, Chief Operating Officer, Winnow Solutions LLC

11:15 am

Networking Refreshment Break in Exhibit Hall

11:30 am

Track A: Consumer Lending, Spending, Credit & Payments

  • Unsecured Consumer ABS
Moderator

Brent Ferrin, Managing Director, Houlihan Lokey

Panelists

Ryan Callahan, Co-Head of Capital Markets, Cross River

Dong An, COO/CFO, Delos Financial Technologies

Keith Weitz, SVP ESS Global Data Science, Experian

Max Berger, Director, ABS Consumer, KBRA

David Staley, Vice President, Capital Markets, Prosper Marketplace

Brian Dunn, Senior Director, SitusAMC

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

Moderator

Chris Hilliard, Chief Operating Officer, Winnow Solutions LLC

Panelists

Armen Meyer Co-Founder, American Fintech Council

Jennifer Lee, Founder, Tessellate Law and Strategy

Scott Pearson, Partner, Manatt

Steve Denis, Executive Director, Small Business Finance Association

12:15 pm

Networking Luncheon on the Grand Lawn

1:15 pm

Track A: Opportunities in Real Estate

Moderator

Brian Korn, Partner, Manatt

Panelists

Yonel Devico, Managing Member, Crosby Capital

Brian Dally, Co-Founder & CEO, Groundfloor

Nikhaar Shah, CEO, Home.LLC

Eoin Matthews, Chief Business Officer and Co-founder, Point

Sean Bill, Chief Investment Officer and Co-Portfolio Manager, Prime Meridian Capital Management

Track B: Investment Strategies in Private Credit & Debt

Moderator

Jennifer Press, Managing Director, Lincoln International

Panelists

Rob McGregor, Managing Partner, Investments, Coromandel Capital LLC

Demetris Papademetriou, Partner, Middlemarch Capital Partners

Nick Andreadis, Senior Vice President, Investments, One William Street Capital Management, L.P.

Conor Neu, Chief Investment Officer, Pier Asset Management LLC

Jason Brown, Partner and Head of Sourcing, Victory Park Capital Advisors

Ido Vigdor, General Manager, Viola Credit

2:00 pm

Track A: Solar Loans

Moderator

Chris Smith, Partner & CFO, SER Capital Partners

Panelists

Tom Myers, Vice President Business Development, Concord Servicing

Matt Myers, President & CEO, Goal Solutions

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

Track B: Small Business Lending

Moderator

Brendon DiBella, Co-Founder & Head of Growth, GovForce

Panelists

Denise Thomas, CEO & CoFounder, ApplePie Capital

Ryan Rosett, Co-CEO & Founder, Credibly

Surat Maheshwari, Head of Capital Markets, Warbler Labs

Ben Johnston, Chief Operating Officer, Kapitus

Ben Goodyear, CFO, Pipe

2:45 pm

Track A: ABS Technology Innovations

  • ABS Structural Innovations
Moderator

Maxime Seguineau, Managing Member, Raido Ventures

Panelists

Isabelle Freidheim, Founder and Managing Partner, Athena Capital

Punit Dholakia, VP, Capital Markets, Pipe Technologies

Jeremy Tsui, CEO, Finley

Matt Myers, President & CEO, Goal Solutions

Track B: Student Loans

Moderator

Steve Levitan, Partner, Morgan Lewis & Bockius LLP

Panelists

Rick Perez, Managing Director, Odeon Capital Group LLC

Marcos Fernandez, Partner, Fiat Ventures

3:30 pm

Networking Refreshment Break in Exhibit Hall

3:45 pm

Track A: Debt Sales

Moderator

Eric Johnson, Chief Revenue Officer, Carmel

Panelists

Bob Deter, Sr. Vice President, Portfolio Acquisitions, Crown Asset Management

Van Millis, Senior Vice President Sales & Marketing, National Loan Exchange Inc NLEX

Jillian Jaccard Murrish, CEO, Pier Asset Management

John Rossman, Attorney at Law, Rossman Attorney Group

Track B: Financial Inclusion – Serving the Underserved

Moderator

Kim Gerhardt, Owner and Principal Advisor, The FinTech Interactive

Panelists

Phil Goldfeder, CEO, American Fintech Council

Kareem Saleh, Founder & CEO, FairPlay

Vivienne Hsu, CFA, Founder and CEO, LENDonate

Charles Rosenblatt, President, PayQuicker

4:30 pm

Investor Roundtable: Current Opportunities, Strategies and Risks

Moderator

Kipp Fawcett, Managing Director, Janney Montgomery Scott LLC

Panelists

John Cocke, Partner, Co-Portfolio Manager of Credit Strategies, Corbin

CJ Wei, Director, Northleaf Capital Partners

Sean Bill, Chief Investment Officer and Co-Portfolio Manager, Prime Meridian Capital Management

Rana Mookherjee, CoFounder and Managing Partner, Stochastic Capital LLC

5:15 pm

Networking Cocktail Reception in the Exhibit Hall

8:30 am

Continental Breakfast in Exhibit Hall

9:15 am

ESG Investments & Securitizations

  •  C-PACE
Moderator

Malea Figgins, Vice President, Securitized Products Analyst, TCW

Panelists

Isabelle Freidheim, Founder and Managing Partner, Athena Capital

Elana Lipchak, Director, BofA Securities

Laura Laumont, Product & Capital Strategy, Nuveen Green Capital

Mansoor Ghori, CEO & Founder, Petros PACE Finance

Malea Figgins, Vice President, Securitized Products Analyst, TCW

10:00 am

Auto & Equipment ABS

Moderator

Vijay Patil, CoFounder, TRNSACT

Panelists

Theresa O'Neill, ABS Strategy | BofA Global Research, BofA Securities

Eugene Belostotsky, Head of ABS Research, Citi

Alba Santo Abourjeili, Senior Research Analyst, Western Asset Management Company

10:45 am

Crystal Balling the ABS & Alternative Lending Market

Moderator

Armen Meyer, Co-Founder, American Fintech Council

Panelists

Thomas Ritchie, Head of Capital Markets and Investor Relations, Biz2Credit Inc.

Mark Simmer, Managing Partner, Clear Haven Capital Management

Sahil Gupta, Portfolio Manager, Point

Jason Bross, Senior Business Development Director - Capital Markets Services, TMF Group

11:30 am

Conference Concludes

5star
JW Marriott Miami - Brickell
1109 Brickell Ave, Miami, Florida, USA


Early Bird Rate
(expires Jul. 31)
Standard Rate
Managers/Service Providers $1,995 $2,495
True End Only Family Offices, Plan Sponsors, Pension Trustees, Non-Discretionary Consultants, Endowments, and Foundations can be verified for complimentary access* (must be allocators to 3rd party fund managers) - Complimentary*

*** Institutional End-Investors include: organizations that are solely investing on their own behalf and do not sell any investment products or services to clients including; sovereign wealth funds, pension funds, endowments, foundations, family offices, private clients and treasury.

*Subject to Opal Group’s verification and approval. Only individuals who are solely investing on their own behalf can be verified for a complimentary pass. Solution Providers or Fund Providers to 3rd parties will not be able to receive complimentary access. As investment portfolios/strategies are constantly changing, we reserve the right to re-verify past delegates for future complimentary passes.

Email us to learn more about multi-event discounts.

Sponsorship, Exhibition & Speaking Opportunities
212.532.9898 info@opalgroup.net
  • Diverse investment Opportunities in Latin American Markets
  • Private Equity and Venture Capital in Miami and Latin America.
  • Strategies For U.S. Family Offices Looking to Invest in Latin America and For Latin American Families in The U.S.
  • Testimonials Of Successful Investors in Both Regions
  • Cross-Border Financial Planning and Tax Considerations
  • Real Estate Investment Opportunities in Miami and Latin America
  • Risk Management and Preserving Wealth Strategies
  • The Role of Technology in Financially Uniting These Two Regions
  • Alternative Investing (Health, science, environment, wellness)
  • Political And Economic Developments in Latin America and Their Impact on Wealth Management
  • Philanthropy And Social Impact Investing in Latin America

LPs

High-net-worth family wealth management community in USA and LATAM • Registered investment advisors (RIA) • Pension Funds, Endowments and Foundations

 

GPs

Money Managers • 3rd Party PE Managers • VC Funds • Startups • Banks

    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