Marketplace Lending & Alternative Financing Summit 2020
Virtual
November 5, 2020
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 info@opalgroup.net
To request our previous agenda, participant list and sponsors
Current as of
|
Schedule in Eastern Standard Time (EST) |
|
| 9:55am |
Opening Remarks Lauren Bautista, SVP, Opal Group |
| 10:00am |
An Overview of the Changing Landscape of the Alternative Lending Market
Moderator
Spring Hollis, CEO & Founder, Star Strong Capital
Panelists
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 |
| 10:45am |
Networking Break & Exhibitor Showcase |
| 10:55am |
Moderator
Larry Chiavaro, Strategic Advisor to Fintech Companies, LPC Associates
Panelists
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
Moderator
Kurt M. Watkins, Founder, Watkins Legal
Panelists
Lilit Davtyan, CFO, Executive Vice President, Phonexa Jason Guss, CEO, Octane Lending Thomas Mack, Principal, Mack Legal, PLLC Richard Widmann, Associate Product Counsel, Google |
| 11:40am |
Networking Break & Exhibitor Showcase |
| 11:50am |
Moderator
James W. Stevens, Partner, Troutman Pepper Hamilton Sanders LLP
Panelists
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
Moderator
Alistair Canal, President of Global Sales, Capital Collection Management
Panelists
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 |
| 12:35pm |
Networking Lunch Break |
| 1:15pm |
Moderator
Robert Enayati, Managing Attorney, Bel Air Law Firm, P.C.
Panelists
Gunes Kulaligil, Co-Founder, Managing Partner, Methodical Rahul Vaid, Managing Director, Crestline Investors, Inc. Stella Li Kirkpatrick, Investments Officer, Calvert Impact Capital
Moderator
Pam Hammond, Manager, Community Investment Management
Panelists
Albert Periu, CEO, Neptune Financial Inc. ("NepFin") Ramit Arora, Co-Founder/President, Biz2Credit Inc. James Wu, CEO, MonJa |
| 2:00pm |
Networking Break & Exhibitor Showcase |
| 2:10pm |
Moderator
Phil Goldfeder, SVP, Public Affairs, Cross River Bank
Panelists
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
Moderator
Gregory Nowak, Partner, Troutman Pepper Hamilton Sanders LLP
Panelists
Edward Wu, Managing Director, VION Investments Jennifer Lee, Principal, Edison Partners Mark Solovy, Managing Director – Co-Head, Technology Finance Group, Monroe Capital |
| 2:55pm |
Networking Break & Exhibitor Showcase |
| 3:05pm |
Moderator
Stephen Bulfer, CEO, StreamLoan
Panelists
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
Moderator
Tonio Desorrento, CEO, Vemo Education
Panelists
Pete Wylie, Chief Operating Officer, CommonBond Angela Ceresnie, CEO, Climb Credit David Helene, CEO, Edquity John L. Culhane, Jr., Partner, Ballard Spahr LLP |
| 3:50pm |
Networking Break & Exhibitor Showcase |
| 4:00pm |
Moderator
Larry Chiavaro, Strategic Advisor to Fintech Companies, LPC Associates
Panelists
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
Moderator
Phillip Toth, Managing Director, QueensGiant
Panelists
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 |
| 4:45pm |
Networking Break & Exhibitor Showcase |
| 4:50pm |
Moderator
Gregory Marques, Partner, PwC
Panelists
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
Moderator
Moorari Shah, Partner, Buckley LLP
Panelists
Jared Miller, CEO, Accial Capital Management LLC Pedro Coelho, Chairman and Chief Executive, Banco BNI Europa Jason Brown, Partner, Victory Park Capital |
| 5:35pm |
Networking Break & Exhibitor Showcase |
| 5:45pm |
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 |
| 6:05pm |
Virtual Happy Hour |
Registration Pricing
| Standard Rate | |
|---|---|
| Investor | Complimentary* |
| Issuer | Complimentary* |
| Standard | $295 |
*Subject to Opal Group’s verification and approval.
- 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
