Marketplace Lending & Alternative Financing Summit 2021 | Opal Group | 8 December 2021 | TBA, Dana Point, CA

Opal Group is proud to present our 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.

Topics will include:

• Platforms – US Consumer
• Legal & Regulatory Issues
• Equity investor Roundtable
• Secondary Market
• Platforms Partnering with Banks
• Lenders Outlook
• Securitization
• The Future of Marketplace Lending
• Private Equity / Venture Capital
• Emerging Manager
• Platforms – Small Business
• Online Lending Trends in the U.S. and Abroad
• Overview, Trends and the Future of Marketplace/P2P Lending
• Overview and Trends of the European Environment for Marketplace Lending
• Subprime/Non-Prime
• Getting prepared as a first-time securitization issuer
• Alternative Lending
• Fraud Prevention and Authentication
• The Current State and Outlook of the Marketplace Lending Industry
• Debt Investor Roundtable
• Raising capital in the Current Environment
• The Role of Technology
• Reporting Requirements
• Small Business Lending
• Capital Markets Outlook
• Valuation Methodology
• Institutional Investor Platform – Large & Sophisticated
• Platforms – US Student
• Landscape of Specialty Finance Sector
• Current Trends and the Future of Direct Middle Market Lending
• How Online Marketplace Lenders are altering the Specialty Finance Sector
• Crowd funding
• Opportunities in Real Estate
• The role of the broker dealer / RIA plays in marketplace platforms
• Small Business Lending for Hedge Fund Investors

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

2021 Speakers

John Wirth
Vice President, Consumer Lending & FinTech, TransUnion

David Kimball
Chairman & CEO, Prosper

Miron Lulic
CEO & Founder, Supermoney

Sasha Grutman
Partner, Middlemarch Partners

Mark Friedgan
CEO, Ninja Holdings (CreditNinja)

MODERATORS:

Spring Hollis
CEO & Founder, Star Strong Capital LLC

Kim Anderson
Operating Partner in Residence, C9 Partners, LLC

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

Alexander Prokhorov
Venture Partner, Black River Ventures

Zack Ellison
Managing General Partner, Applied Real Intelligence LLC (“A.R.I.”)

Steven Lee,
Managing Director, Finitive

Roxanne Bartley
Founder & CEO, Bartley Ventures

Jelena Verny
General Counsel, Arixa Capital Advisors

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

James Stevens
Partner, Troutman Pepper

Alan Snyder
Managing Partner, Shinnecock Partners L.P.

Sonal Patel
Structured Finance/Capital Markets (Issuer Services), Citi

Ryan Rosett
Co-CEO & Founder, Credibly

Chris Hilliard
Founder & Chief Operating Officer, Winnow Solutions, LLC

Larry Chiavaro
President, LPC Associates LLC

Daniel Goldfarb, Executive Chairman | Co-founder, Lendable

Meredith Williams
Vice President, Everberg Capital Partner

Moorari Shah
Partner, Sheppard Mullin

Ashley Gardner
Director, PwC

PANELISTS:

Robert J. Jackson Jr.
Commissioner, U.S. Securities and Exchange Commission

Colleen Honigsberg
Associate Professor of Law, Stanford Law School

Gunes Kulaligil
Co-Founder, Methodical Valuation and Advisory

Shelli Willis
Partner, Troutman Pepper

Gary Miller
Originator, Portfolio Manager, Revere Capital

William Black
Managing Director, Consumer Structured Finance Americas, Moody's Investors Service

Christian Kameir
Managing Partner, Sustany Capital

Paul Watkins
Managing Director, Patomak Global Partners

John Slonieski
Director of Private Credit, Medalist Partners

Frank Turner
Senior Managing Partner, Celeres Capital

Alexander Koles
Managing Director and Founder, Evolve Capital Partners

Cian Desmond
Vice President, Portfolio Manager - Alternative Investments, Wilshire

David Ludwig
President, National Loan Exchange Inc. (NLEX)

Bob Deter
Vice President, Business Development, Crown Asset Management

Rui Pinto-Cardoso
President & CEO, Quantum3 Group

Sandy MacDougall
President, CrowdTrustDeed

Conor Neu
Co-Founder and CIO, Pier Asset Management

Tess Michaels
Founder & CEO, Stride Funding

Scott M. Pearso
Partner, Manatt, Phelps & Phillips, LLP

Solomon Lax
CEO, Revenued

Ben Johnston
Chief Operating Officer, Kapitus

Edward Wu
Managing Director, Bastion

Denise Thomas
CEO & Founder, ApplePie Capital

Quentin Cote
EVP, Orion First Financial, LLC

Matt Myers
President, Goal Solutions

Joe Adams
Executive Vice President and COO, Hampton Pryor Group, Inc.

Shaun O’Neill
President & CRO, Concord

Sabrina Dukhovny
VP of Loan Operations, Arixa Capital | Crosswind Financial

Noah Cooper
EVP Head of Capital Markets, Cross River Bank

Nicole Byrns
Managing Director, Americas Structured Credit and Financials, Credit Investments, CPPIB America, Inc.

Peter Stokes
Managing Director, Lexant Advisors

Phillip Toth
Managing Director, QueensGiant

Ian Panchèvre
Founder and CEO, Kaleido

Curtis McConnell
Founder and CEO, Authentify Art

Patricia Pernes
US General Counsel, Bonhams

Brian S. Korn
Partner, Head of Financial Services Transactions, Fintech and Blockchain, Manatt, Phelps & Phillips, LLP

Jennifer Lee
Partner, Edison Partners

Jonathan Litinger
Investment Banking Vice President – Business Development, Evolve Capital Partners

Danielle Zhang
Associate, Clocktower Technology Ventures

Peter Lowden
CFA, Managing Director, Prime Meridian Capital Management

Brian Dally
CEO & Co-Founder, Groundfloor

Peter Grabell
Senior Vice President, Commercial PACE, Dividend Finance

Rohit Srivastava
CTO, C3 Fund, LP

Shri Santhanam
EVP and General Manager of Global Analytics and AI, Experian

George Souri
CEO, LQD Business Finance

Asya Bradley
COO, Kinly

Armen Meyer
Vice President, LendingClub

Steve Denis
Executive Director, Small Business Finance Association

Adam Wright
Senior Counsel, California Department of Business Oversight (DBO)

Dave Philipp
CFA, CAIA, Partner, Senior Portfolio Manager, Crestline Investors

Jason Bross
Chief Operating Officer, Latitude20 Capital Partners

Nelson Chu
Founder & CEO, Percent

Ayaas Bhamla
Head of Capital Markets, Capchase

Mark Cerminaro
Chief Revenue Officer, Rapid Finance

Mark A. Solovy
Co-Head, Technology Finance, Monroe Capital

Jason Brown
Partner, Victory Park Capital Advisors, LLC

Barry Rafferty
Senior Director of Capital Markets, Freedom Financial Asset Management

Bill Yialamas
Co-President and CFO, Liberty Lending, LLC

Michael Morris
Managing Director, Northleaf Capital Partners (USA) Inc.

TJ Milani
CFO, Figure Lending LLC

Colin Kilgour
Partner, Kilgour Williams Group

Rahul Vaid,
Managing Director, Crestline Investors, Inc.

Jillian Murrish
CEO, Pier Asset Management

Brian Broesder
Co-Head US Private Debt, Man Group

Fred Wang
Managing Partner, Hudson Cove Capital Management

David Tilis
Chief Strategy Officer, FinWise Bank

Eric Johnson
Vice President of Business Development, Carmel Solutions

Camilo Concha
CEO, Lending USA

Bobby Ritterbeck
President, Personal Loans, Marlette Funding/Best Egg

Eric Neglia
Senior Managing Director, ABS Consumer, KBRA

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

Valeriy Zeltser
CEO, EPCVIP Inc.

John Phamvan
Co-Founder, Kind Systems LLC

Kathleen Kinney
Senior Director of Business Development, ACES Quality Management

Eric Wex
Chief Strategy Officer, EPCVIP, Inc.

Campbell Gibson
Head of Public Policy, Avant

Arun Sharma
President, Grovepike Associates

Keith Barnett
Partner, Troutman Pepper

Devin Hughes
Director, Business Development, LendKey Technologies

Anthony Rose
CFO, Kapitus

Scott Griest
COO, PrimaHealth Credit

Christina Camacho
Founder and CEO, Ivy Lender

Christina Tetreault
Deputy Commissioner Office of Financial Technology Innovation, California Department of Financial Protection and Innovation

Ibrahim Dusi
Chief Risk & Revenue Officer, Happy Money

2021 Sponsors

GOLD SPONSOR:
• Vervent

SILVER SPONSORS:
• Citi
• Kapitus
• Ocrolus
• Troutman Pepper

BRONZE SPONSORS:
• Bel Air Law Firm
• Carmel Solutions
• Concord
• EPCVip
• KBRA
• Leads Market
• LQD Business Finance
• Manatt
• Moodt's
• NLEX
• Orion First
• PWC
• Remitter
• Revenued
• SheppardMullin
• Winnow

GENERAL SPONSOR:
• Goal Solutions

WIFI SPONSOR:
• EPCVIP

MEDIA PARTNERS:
• Adisa
• Alliance
• Backstop
• BFSInxt
• CaprAsia
• Executive Global
• FON
• Impact Wealth
• Industry Tech Insights
• LDJCapital
• Legendary Ventures
• Peer2Peer Finance News
• Savvyt Investor
• Scotsman Guide
• SmartMOneyMatch
• The GRC Bluebook
• The Soho Loft