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

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

PRESENTER:

Mark Friedgan
CEO, CreditNinja

MODERATORS:

Howard Schickler
Partner, Katten Muchin Rosenman LLP

Christopher Smith, CFA
Partner & CFO, SER Capital Partners

Kim Gerhardt
Owner and Principal Advisor, The FinTech Interactive

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

Larry Chiavaro
President, LPC Associates

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

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

Sandy MacDougall
President, CrowdTrustDeed

Stu Richards
CEO, Bredin

Sabrina Hannam
CEO and Board Chair, Boardswell

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

Scott Pearson
Partner, Manatt, Phelps & Phillips, LLP

Mark Ruddock
Chief Executive Officer, Nuula

PANELISTS:

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

Noah Cooper
EVP, Chief Investment Officer, Cross River

Navneet Agarwal
Managing Director - Americas Structured Finance, 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

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

Christina Camacho
Founder and CEO, Ivy Lender

Prath Reddy
CFA, President, Percent

Jeffrey Zinn
Managing Director, Private Credit, Vida Capital

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.

Justin Bjerkaas
Founder & CEO, Micah Group

David Staley
Vice President, Capital Markets, Prosper Marketplace

Kathleen Kinney
Senior Director of Business Development, ACES Quality Management

Tim Lange
Chief Operating Officer, APPROVED Licensing

Aman Boyd
Vice President, Chief Lending Officer, FI Connect

Frank Turner
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

Rodney Williams
Co-founder, SoLo Funds

David Kimball
Chairman & CEO, Prosper Marketplace

Thomas Ervesun
CEO, Alphaeon Credit

Eric Johnson
Vice President of Business Development, Carmel Solutions

Matt Myers
President & CEO, Goal Solutions

Fred Wang
Managing Partner, Hudson Cove Capital Management

Brian Foley
Managing Director, SVB Financial Group

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

Andie Goh
Principal, Alternative Credit, Ares Management

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

Bob Deter
Director, Business Development, Crown Asset Management

Brooke Teal
Vice President, Legal and Compliance, EverChain

Conor Neu
Co-founder and CIO, Pier Asset Management

Travis Johnson
Principal, 1607 Strategies

Moorari Shah
Partner, Sheppard Mullin

David Kafafian
Chief Operating Officer, Stride Funding

Milan Dalal
Founder and Managing Partner, Tiger Hill Partners

Danielle Brown
Managing Partner, Altriarch Capital Management

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

Matthew Marietta
CEO, Carmel Solutions

Dave Hanrahan
Co-founder & CEO, Kredit Financial Inc.

Jeffrey Rogers
President & CEO, LiftForward, Inc.

Manoj Verma
Co-Founder and CRO, Tabapay.Com

Michael Sekits
Co-Founder & Managing Director, Strandview Capital

Shaun O’Neill
President & CRO, Concord

Faris Saah
Portfolio Manager, Exos Financial

Kareem Saleh
Founder & CEO, FairPlay

Sridhar Kaza
CEO, ForwardLine Financial

Fotis Konstantinidis
Managing Director, Head of Digital & Data Analytics, Stout

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

Mark McGuire
CEO, Merchant Banking Resources

Mark Cerminaro
Chief Revenue Officer, Rapid Finance

Ash Vaidya
Managing Partner, Sanctum Altriarch Investment Management

Travis Holoway
Co-Founder & CEO, SoLo Funds Inc.

Jon Riber
Senior Vice President, ABS, DBRS Morningstar

Jeannie Tarkenton
Founder and CEO, Funding University

Tess Michaels
Founder & CEO, Stride Funding

Pedro Cetina
Co - Founder & Managing Partner, Addem Capital

Eric Mitzel
Vice President, Intain Inc.

Quinn Thompson
Head of Growth, Maple Finance

Yael Tamar
CEO & Co-founder, SolidBlock

Kurt Watkins, Founder, Watkins Legal

2022 Sponsors

GOLD SPONSOR:
• Vervent

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

BRONZE SPONSORS:
• Carmel
• Concord
• Corbin Capital Partners
• Egan Jones Ratings Company
• Experian
• Katten
• KBRA
• Moodys
• Sheppard Mulin
• Situs AMC
• Stout
• Winnow

GENERAL SPONSOR:
• Bel Air Law Firm