Marketplace Lending & Specialty Finance East 2019
presented by Opal Group and Arnold & Porter

Arnold & Porter, New York, NY
June 4, 2019

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The Big Apple is host to the Marketplace Lending & Specialty Finance East – presented by Opal Group and Arnold & Porter.
Held in one of the world’s largest financial capitals, this one day event perfectly aligns with the culture of the city that never sleeps.

Delegates will enjoy a fast pace day of interactive panel discussions and networking breaks. With over 250 delegates there is always an opportunity to meet potential clients, learn from industry experts and create valuable partnerships. While in the session room, trending topics will be addressed by some of the fields’ most sought after thought leaders. The Marketplace Lending & Specialty Finance East Forum will leave each delegate stimulated, enlightened and in that New York State of Mind.

This conference will feature dialogue driven panel discussions and keynote speakers. Followed by a rooftop cocktail reception.

To request our agenda, participant list and sponsors

Current as of June 5, 2019


Breakfast Keynote

Current Congressional Environment

Senator Christopher J. Dodd, Senior Counsel, Legislative and Public Policy, Arnold & Porter


Blockchain and it’s Application Potential In The Financial Sector


Lawton Camp, Partner, Arnold & Porter


Kevin Phillips, Head of Corporate Development, Kabbage, Inc.

Gary Miller, President, Intain, Inc. (U.S. Subsidiary of Intain Fintech Pte. Ltd.)

Patrick Dietz, Director, Head of Product, Global Debt Registry


Opportunities in Real Estate & Auto Loans



Philip Toth, Managing Director, QueensGiant


Ryan Chernis, Senior Director, Investor Group, LendingClub

Allen Shayanfekr, CEO & Co-Founder, Sharestates

Daniel Huertas, CEO, Washington Capital Partners


Morning Refreshment Break


Student Loans Roundtable



Henry Morriello, Partner, Head of Structured Finance & Transportation Finance, Arnold & Porter


Zander Rafael, Board Member and Senior Advisor, Climb Credit

Peter Loukas, Capital Markets, Laurel Road

Pete Wylie, VP, In-School Lending, CommonBond

Tonio Desorrento, CEO, Vemo Education

Nathaniel Hoopes, Executive Director, Marketplace Lending Association


Trends in Small Business Lending


Seth Perlman, Head of Consumer Finance Structuring, Morgan Stanley


Stu Richards, CEO, Bredin

Solomon Berkoff, Principal, Charleston Capital Management, LLC

Jessica Jiang, Head of Investor Relations, Square Capital

Jeffrey Rogers, President & CEO, LiftForward, Inc.




Partnerships with Banks, Fintechs and Platforms


Chris Allen, Partner,Arnold & Porter


Vartan Pogharian, Principal, Victory Park Capital

Julapa Jagtiani, Special Advisor, Supervision Regulation and Credit, Federal Reserve Bank of Philadelphia

Phil Goldfeder, SVP, Public Affairs, Cross River Bank

Albert Periu, CEO, Neptune Financial Inc.

Tejal Wadhwani, Managing Director and Associate General Counsel, Goldman Sachs

Patrick Cunningham, SVP of Business Development, Biz2Credit


Investor Roundtable: Debt & Private Equity / Venture Capital


Chuck Weilamann, Chief Credit Officer, DBRS


Edward Wu, Managing Director, VION Investments

Kyle Asher, Managing Director, Monroe Capital Opportunistic Credit

Manish Kapoor, Managing Partner, West Wheelock Capital

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

Michael Kopelman, General Partner, Edison Partners


Afternoon Refreshment Break


Legal & Regulatory Issues


Henry Morriello, Partner, Head of Structured Finance & Transportation Finance, Arnold & Porter


Timothy Saunders, Managing Director, Global Head of the Mortgage and Structured Finance Legal Group, Goldman Sachs

Nathaniel Hoopes, Executive Director, Marketplace Lending Association

Brian Victor, VP and Associate General Counsel, SoFi

Michael Karol, Counsel, Arnold & Porter


Capital Markets Outlook


Steven Moffitt, Managing Director, Head of Consumer Structured Finance, Investment Banking, Goldman Sachs


Eric Neglia, Managing Director, Kroll Bond Rating Agency

David Staley, Vice President, Capital Markets, Prosper

Ryan Brinkoetter, ABS Research Analyst, Wells Fargo Securities

Robin Poore, Director, Capital Markets, BlueVine

Peter Silberstein, Head of Capital Markets, Figure

Charlie Gentles, Head of Capital Markets, Avant


Keynote Speaker

A Perspective on FinTech from a Former Army Officer and Current Banking Lawyer

Charles Yi, Partner, Arnold & Porter, and Former FDIC General Counsel


Rooftop Cocktail Reception

Registration Pricing

Investor $495
Issuer / Platform $695
Standard $995

*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.

Sponsorship, Exhibition & Speaking Opportunities 212.532.9898
  • Legal & Regulatory Issues
  • What’s New is Marketplace Lending Securitizations 2019
  • Partnerships with Banks, Fintechs and Platforms
  • The Future of Alternative Lending
  • Debt Investor Roundtable / Private Equity / Venture Capital
  • Student Loans
  • Trends in Small Business Lending
  • Auto Loans
  • Fraud Prevention, Data Security, & Verification
  • Capital Markets Outlook
  • Opportunities in Real Estate
  • Blockchain and it’s Application Potential In The Financial Sector
  • Investment Banks
  • Trustee, Administrators
  • Rating Agencies
  • Service Providers
  • Consultants
  • Accounting Firms
  • Hedge Funds
  • Issuers
  • Service Providers
  • Pension Plans
  • Institutional Investors
  • Insurance Companies
  • Investment Managers
  • Lending Platforms
  • Fintechs
  • Family Offices

    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