Marriott Marquis San Diego Marina
Marriott Marquis San Diego Marina, 333 W Harbor Dr, San Diego, CA 92101, USA

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Tue Nov 6 EST (about 3 years ago)
Location Marriott Marquis San Diego Marina
333 W Harbor Dr, San Diego, CA 92101, USA
Region Americas

The CFA is pleased to introduce our all-new members-only, invitation-only working session event targeted to mid-upper level professionals in distinct operating disciplines. Unlike other panel discussion format meetings, this highly focused deep-dive will feature peer-to-peer interactive conversations on relevant, high-impact issues moderated by leading experts.

With five distinct tracks, a general session with keynote speakers, a luxury yacht reception with CFA's Board of Directors following the sessions and countless crucial conversations, the CFA Idea Exchange is sure to be one of the most productive and memorable industry events of the year.


• Credit & Portfolio Management
• Executive Sales & Marketing
• Legal
• Operations and Technology
• President & CEO


2018 Speakers

Robert F. Wescott, Ph.D.
President of Keybridge Research LLC

Elizabeth Rust
Macro Division, Keybridge

Steve Sanicola
Director-Risk & Portfolio Management, Siena Lending

Rob Meyers
president and Chief Commercial Officer, Republic Business Credit

Kim Withrow
Executive Vice President, General Counsel, Bibby Financial Services, Inc

Mike Culbertson
Business Ops Director, Credit Markets Risk Management, Commercial Banking, J.P. Morgan

Al Spada
Former Head of Santander Business Capital