Marketplace Lending & Alternative Financing Summit 2020

November 5, 2020

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Following travel guidance from the CDC, and the continued growth of the Covid-19 outbreak around the world and in the United States, Opal’s Marketplace Lending & Alternative Financing Summit will be hosted virtually this Fall.

Our in person event in California must be rescheduled to new dates in 2021. We will update you as this information becomes available.

The event postponement is the prudent course as the health and safety of the community are of the utmost importance to Opal.

The Marketplace Lending & Alternative Financing Summit is an educational and networking forum designed for investors, issuers, platforms, fintech firms, investment banks, underwriters, rating agencies, broker dealers, lawyers, technology firms, service providers, accountants and more. At this conference, they can learn the newest techniques to maximize returns and reduce risk exposure, an in-depth review of recent regulatory changes, COVID issues, opportunities and structural considerations 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.

With the changing landscape among numerous industries due to COVID-19, the need to meet is more relevant than ever. Each Opal agenda contains a comprehensive list of seasoned speakers and leaders who are closely watching the impact of COVID-19 and its relation to industry trends. Opal is eager to keep education and networking a priority amongst this community.
Virtual conferences are playing a crucial role in this time of remote work and digital business by allowing organizations to adapt in a world going through new challenges. These changes are not only altering the way we do business now but will alter the way we do business in the future.

At Opal Group, our goal is to become a valued partner to the finance world by providing options for companies and individuals to connect with one another in their efforts to share information, deal flow, and foster relationships that fuel your efforts to reach your target market. Today, Opal Group is proud to offer customized live virtual conferences that combine market timely ideas and industry specific topics – produced to connect like-minded individuals and companies. This new digital offering can help expand your brand’s reach, position speakers as thought leaders, and connect with potential prospects amidst the world’s current climate.

Opal is proud to launch our Virtual Marketplace Lending & Alternative Financing Summit. This event will address what has happened in the current space since the outbreak of COVID-19 and forecasts for the future of the industry.

We look forward to hosting you soon virtually or at the live event in 2021. Until then, stay safe and healthy!

Join us! Interested in attending, speaking or sponsoring? Contact Lauren Bautista at (212) 532-9898 ext 258 or email

To request our previous agenda, participant list and sponsors

Current as of

Schedule in Eastern Standard Time (EST)


Opening Remarks

Lauren Bautista, SVP, Opal Group


An Overview of the Changing Landscape of the Alternative Lending Market


Spring Hollis, CEO & Founder, Star Strong Capital


TJ Milani, CFO, Figure Lending LLC

Jeffrey Rogers, President & CEO, LiftForward, Inc.

Adam Goller, Chief Credit Officer, Cross River Bank

Manish Kapoor, Managing Partner, West Wheelock Capital

Christina Camacho, Founder and CEO, Ivy Lender


Networking Break & Exhibitor Showcase

Lauren Bautista, SVP, Opal Group

Jocelyn Harnick, VP, Opal Group

Austin Riffe, Business Development Associate, Opal Group


Larry Chiavaro, Strategic Advisor to Fintech Companies, LPC Associates


Michael Morris, Managing Director, Northleaf Capital Partners

Kenneth Michlitsch, Portfolio Manager, Morgan Stanley AIP Alternative Lending Fund, Morgan Stanley | Investment Management

Colin Kilgour, Founder & President, Kilgour Williams Group

Kyle Asher, Managing Director, Co-Head, Monroe Capital Opportunistic Credit


Kurt M. Watkins, Founder, Watkins Legal


Lilit Davtyan, CFO, Executive Vice President, Phonexa

Jason Guss, CEO, Octane Lending

Thomas Mack, Principal, Mack Legal, PLLC

Richard Widmann, Associate Product Counsel, Google


Networking Break & Exhibitor Showcase


James W. Stevens, Partner, Troutman Pepper Hamilton Sanders LLP


Hans Zandhuis, Head, Ally Lending

Brian K. Victor, Vice President & Associate General Counsel, Social Finance, Inc.

Arun Sharma, Senior Advisor, MasterCard

Alexander Prokhorov, Venture Partner, Black River Ventures

Camilla Morais, VP of Operations, Brex


Alistair Canal, President of Global Sales, Capital Collection Management


Bob Deter, Director of Business Development, Crown Asset Management

Rui Pinto-Cardoso, President & CEO, Quantum3 Group

Michael Cassidy, Partner and Co-Founder, Maxwell & Graves Solutions, LLC


Networking Lunch Break


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


Gunes Kulaligil, Co-Founder, Managing Partner, Methodical

Rahul Vaid, Managing Director, Crestline Investors, Inc.

Stella Li Kirkpatrick, Investments Officer, Calvert Impact Capital


Pam Hammond, Manager, Community Investment Management


Albert Periu, CEO, Neptune Financial Inc. ("NepFin")

Ramit Arora, Co-Founder/President, Biz2Credit Inc.

James Wu, CEO, MonJa


Networking Break & Exhibitor Showcase


Phil Goldfeder, SVP, Public Affairs, Cross River Bank


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

Brian K. Victor, Vice President & Associate General Counsel, Social Finance, Inc.

Robert Mahnke, General Counsel, Uplift

Michele Lieber, President, BluePoint DC

Armen Meyer, Vice President, LendingClub


Gregory Nowak, Partner, Troutman Pepper Hamilton Sanders LLP


Edward Wu, Managing Director, VION Investments

Jennifer Lee, Principal, Edison Partners

Mark Solovy, Managing Director – Co-Head, Technology Finance Group, Monroe Capital


Networking Break & Exhibitor Showcase


Stephen Bulfer, CEO, StreamLoan


Peter Lowden, Managing Director, Prime Meridian Capital Management

Jason Madiedo, CEO/Founder, Alterra Home Loans (Panorama Mortgage Group)

Allen Shayanfekr, CEO & Co-Founder, Sharestates

Gary Miller, Head of Originations, Finitive

Ryan S. Abbe, Managing Director, UBS Investment Bank


Tonio Desorrento, CEO, Vemo Education


Pete Wylie, Chief Operating Officer, CommonBond

Angela Ceresnie, CEO, Climb Credit

David Helene, CEO, Edquity

John L. Culhane, Jr., Partner, Ballard Spahr LLP


Networking Break & Exhibitor Showcase


Larry Chiavaro, Strategic Advisor to Fintech Companies, LPC Associates


Amy Anuk, SVP and Managing Director, Encore Advantage, an Encore Capital Group company

Roxanne Bartley, Executive Vice President, Remitter

Manoj Mathew, Head of Servicing & Collections, ServicingUSA

Fred Wang, Managing Partner, Hudson Cove Capital Management

Jacob D. Corlyon, Co-Founder / CEO, Capital Collection Management LLC


Phillip Toth, Managing Director, QueensGiant


Thomas H. Glanfield, President & CEO, Boston Portfolio Advisors

Brian Broesder, Co-Head US Private Debt, Man Group

Matt Myers, Chief Operating Officer, Goal Structured Solutions, Inc.

Rob McGregor, Managing Partner, Investments, Coromandel Capital LLC

Alex Saporito, Portfolio Manager, One William Street Capital Management


Networking Break & Exhibitor Showcase


Gregory Marques, Partner, PwC


Noah Cooper, Head of Capital Markets, Cross River Bank

Robin Poore, VP, Capital Markets, Capital Markets, BlueVine

Doug Zinkiewich, Head of Capital Markets, Lending Loop

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

Peter Stokes, Managing Director, Lexant Advisors


Moorari Shah, Partner, Buckley LLP


Jared Miller, CEO, Accial Capital Management LLC

Pedro Coelho, Chairman and Chief Executive, Banco BNI Europa

Jason Brown, Partner, Victory Park Capital


Networking Break & Exhibitor Showcase


Navigating the Legal Landscape

Presented by

Robert J. Jackson Jr., Professor of Law and Co-Director, Institute for Corporate Governance & Finance, NYU School of Law

Colleen Honigsberg, Associate Professor of Law, Stanford Law School


Virtual Happy Hour

Monarch Beach Resort
1 Monarch Beach Resort, Dana Point, CA, USA

Registration Pricing

Standard Rate
Investor Complimentary*
Issuer Complimentary*
Standard $295

*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
  • Live and on demand video panels

  • Exhibit Hall with branded interactive booths and analytics

  • Ability to connect via instant message chat, video chat, direct message

  • Live Chatting Options in sessions, private 1:1 communication & lounge area for group networking

  • And more!

  • 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