Innovations in Lending, Alternative Financing, Fintech & Private Credit Summit 2022 | Opal Group | 7 December 2022 | Waldorf Astoria Monarch Beach, 1 Monarch Beach Resort N, Dana Point, CA 92629, USA

Opal Group is proud to present our Innovations in Lending, Alternative Financing, Fintech & Private Credit Summit (formerly Marketplace Lending & Alternative Financing Summit). The Summit is an educational forum designed for investors, issuers, platforms, underwriters, banks rating agencies, lawyers, service providers, accountant, and other related industry professionals. At this conference learn and network with industry leaders to gain insight on the newest techniques to maximize returns and reduce risk exposure in this growing area of marketplace lending. Explore an in-depth review of the current landscape and what's to come in addition to hearing about rating agency methodology, legal, tax and structural considerations which 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.

Who Should Attend:
• 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

2022 Speakers

Jan Brzeski
Managing Director & CIO, Arixa Capital Advisors / Crosswind Financial

Noah Cooper
EVP, Chief Investment Officer, Cross River Bank

William Black
Managing Director, Moody’s Investors Service

Nelson Chu
Founder & CEO, Percent

Brendan Carroll
Senior Partner and Co-Founder, Victory Park Capital Advisors

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

Christopher Smith
CFA, Partner & CFO, SER Capital Partners

Sabrina Dukhovny
VP of Loan Operations, Arixa Capital Advisors / Crosswind Financial

TBA, Experian

Christina Camacho
Founder and CEO, Ivy Lender

Prath Reddy
CFA, President, Percent

Jeffrey Zinn
Managing Director, Private Credit, Vida Capital

Kim Gerhardt
Owner and Principal Advisor, The FinTech Interactive

Carey Ransom
Corporate Officer/Executive, BankTech Ventures

Daniel Lageman
Chief Compliance Officer, Biz2Credit

Adam Goller
EVP, Head of Fintech Banking, Cross River Bank

Jeffrey Rogers
President & CEO, LiftForward, Inc.

Brian Korn
Partner & Co-Head of Financial Services, Manatt, Phelps & Phillips, LLP

Justin Bjerkaas
Founder & CEO, Micah Group

David Staley
Vice President, Capital Markets, Prosper Marketplace

Chris Hilliard
CRCM, CCEP, Chief Operating, Officer, Winnow Solutions, LLC

Aman Boyd
Vice President, Chief Lending Officer, FI Connect

Chris Valentine
Senior Managing Partner, Celeres Capital

Anthony Rose
CFO, Kapitus

Edouard Clauzel
SVP, Finance, Kueski

Armen Meyer
Vice President, LendingClub

Duane Good
Co-founder & President, Tribal

Larry Chiavaro
President, LPC Associates

Thomas Ervesun
CEO, Alphaeon Credit

Eric Johnson
Vice President of Business Development, Carmel Solutions

Matt Myers
CEO, Goal Solutions

Fred Wang
Managing Partner, Hudson Cove Capital Management

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

Brian Foley
Managing Director, SVB Financial Group

Sean Egan
Co-Founder and CEO, Egan-Jones Ratings Co.

Julian Schickel
Co-founder, Partner, Avellinia Capital

Nicole Byrns
Managing Director, Capital Solutions | Credit Investments, CPPIB America, Inc.

Melissa Frakman
Managing Partner, Emphasis Ventures

Colin Kilgour
Partner, Kilgour Williams Capital

Demetris Papademetriou
Partner, Middlemarch Capital Partners

Sean Bill
Chief Investment Officer, Prime Meridian Capital Management

Jillian Murrish
CEO, Pier Asset Management

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

Andie Goh
Senior Associate, Structured Credit Investment Analyst, Ares Management, L.P.

John Cocke
Partner, Deputy Chief Investment Officer, Credit, Corbin Capital Partners

Rob McGregor
Chief Investment Officer, Coromandel Capital

Rahul Vaid
Managing Director, Crestline Investors, Inc.

Neil Brodsky
Chief Legal Officer, Vion Investments LLC

Sandy MacDougall
President, CrowdTrustDeed

Bob Deter
Director, Business Development, Crown Asset Management

Brooke Teal
Vice President, Legal, EverChain

Conor Neu
co-founder, and CIO, Pier Asset Management

Travis Johnson
Principal, 1607 Strategies

Scott Pearson
Partner, Manatt, Phelps & Phillips, LLP

Moorari Shah
Partner, Sheppard Mullin

David Kafafian
Chief Operating Officer, Stride Funding

Milan Dalal
Founder and Managing Partner, Tiger Hill Partners

Stu RichardsCEO, Bredin

Denise Thomas
CEO, ApplePie Capital

Thomas Ritchie
SVP Capital Markets and Investor Relations, Biz2X by Biz2Credit Inc.

Ryan Rosett
co-CEO & Founder, Credibly

Julapa Jagtiani
Senior Economic Advisor and Economist, Federal Reserve Bank of Philadelphia

Ben Johnston
Chief Operating Officer, Kapitus

Maxim Berger
Director, ABS Consumer, KBRA

Danielle Brown
Managing Partner, Altriarch Capital Management

Larry Chiavaro
President, LPC Associates

Matthew Marietta
CEO, Carmel Solutions

Manoj Verma
Co-Founder And CRO, Tabapay.Com

Albert Periu
CEO USA, Zilch Technology Limited

Michael Sekits
Co-Founder & Managing Director, Strandview Capital

Shaun O’Neill
President & CRO, Concord

Sabrina Hannam
Lecturer, Corporate Finance, Columbia University, School of Professional Studies

Faris Saah
Portfolio Manager, Exos Financial

Kareem Saleh
Founder & CEO, FairPlay

Sridhar Kaza
CEO, ForwardLine Financial

Ayaas Bhamla
Head of Capital Markets, Capchase

Kipp Fawcett
Managing Director, Janney Montgomery Scott LLC

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

Danielle Zhang
Investor, Clocktower Technology Ventures

Tom Myers
VP of Business Development, Concord

Ash Vaidya
Managing Partner, Sanctum Altriarch Investment Management

Jon Riber
Senior Vice President, ABS, DBRS Morningstar

Jeannie Tarkenton
Founder and CEO, Funding University

Tess Michaels
Founder & CEO, Stride Funding

Mark Ruddock
Chief Executive Officer, Nuula

Quinn Thompson
Head of Growth, Maple Finance

Kurt Watkins
Founder, Watkins Legal

2022 Sponsors and Partners

GOLD SPONSOR:
• Vervent

SILVER SPONSORS:
• Citi
• Goal Solutions
• Manatt
• Percent

BRONZE SPONSORS:
• Carmel
• Concord
• Corbin Capital Partners
• Egan-Jones Ratings Company
• Experian
• KBRA
• Millennium Trust Company
• Moody's
• Sheppard Mullin
• Situs AMC
• Stout
• Winnow

EXHIBITOR SPONSORS:
• EPCVIP.com
• National Loan Exchange
• Remitter USA

GENERAL SPONSOR:
• Bel Air Law Firm, P.C.

MEDIA PARTNERS:
• ApiX-Drive
• Bandwidth Recruitment
• BFSINxt.com
• CIOInsights
• Coinpedia Fintech News
• CoinSpeaker
• CryptoNewsZ
• Executive Global
• Family Office Magazine and Events
• FINTRX
• Gagsty
• The GRC Bluebook
• ICOHOLDER
• Industry Tech Insights
• IntegriDATA
• Peer2Peer Finance News
• Savvy Investor
• SmartMoneyMatch