The first-in-2017 Online Marketplace Cloud Lending Summit & Expo is designed by and for:
A limited number of speaking opportunities are still available. For information about how you or a colleague may represent your company or organization at our 2017 event, please review the outline of conference topics, and complete our online “Join our Faculty” application or please contact:
Don Buford, Founder & CEO, iiBIG
Phone: 212-300-2521 | Email: DonB@iiBIG.com
8:00 – 9:00 - CONFERENCE REGISTRATION & CONTINENTAL BREAKFAST IN EXHIBITION HALL
9:00 – 9:10
Welcome to Las Vegas: Remarks & Introductions
9:15 – 10:15
(A01) - Opening Roundtable Keynote: The Revolution in Lending and the State of the Online Lending Marketplace
Panel of Marketplace Cloud Lending Experts Discuss the State of the Cloud-based Lending Industry today; and on the outlook for 2017 and beyond. This panel will focus in particular on what can be expected from the new administration in Washington under President Donald J. Trump.
Roundtable Leader/Moderator:
Brian Korn, Partner,
Manatt, Phelps & Phillips LLP – New York, NY
Roundtable Participants:
Bo Brustkern, Co-Founder CEO,
NSR Invest – Denver, CO
Lisa McGreevy, President & Chief Executive Officer,
ONLINE LENDERS ALLIANCE – Washington, DC
10:15 – 11:00
(A02) – Investment Opportunities & Strategic Partnerships in the Marketplace Lending Sector
Investing, Bank/Fintech partnerships, and M&A opportunities in the marketplace lending and FinTech space. What’s the ‘next-big-thing’ that investors are looking for? Will the emergence of more and more innovative new companies inevitably lead to more M&A deal-flow? Are we there yet? Who will lead the way: Strategic or Financial buyers?
Moderator:
Bill Kassul, Principal,
Ranger Capital Group – Dallas, TX
Panelists:
Brendan Carroll, Co-Founder and Senior Partner,
Victory Park Capital – Chicago, IL
James Turino, Managing Partner,
Drake Star Partners – New York, NY
11:00 – 11:30 - MID-MORNING NETWORKING BREAK IN EXHIBIT HALL
11:30 – 12:15
(A03) – Student Loans & Other Consumer Lending in the Cloud
Market Leaders Address Opportunities in the $1.3 Trillion Student Loan Markets, and in other asset classes including auto, debt consolidation, etc.
Moderator:
Matthew Myers, COO,
GOAL STRUCTURED SOLUTIONS – San Diego, CA
Panelists:
Alonso Garza, Chief Investment Officer,
MPOWER Financing – Washington, DC
James Kim, Of Counsel,
Ballard Spahr LLP – New York, NY
Steve Kohles, President,
Reunion Student Loan Finance Corp. – Aberdeen, SD
Mike VanErdewyk, Founder & CEO,
Reliamax – Sioux Falls, SD
12:15 – 1:30 - LUNCH
1:30 – 2:15
(A04) - Building a Cloud-based Marketplace Lending Technology Plan/Platform
Best Practices Roundtable on the System Selection Processes: Maintaining Security and Optimizing Storage Solutions. Incorporating mobile. Implementing best-in-class Customer Growth and Management Strategies; and Achieving Optimum ROI.
Moderator:
Nick Varnitski, CEO,
Armada Labs – Estero, FL
Panelists:
Amala Duggirala, Head of Technology,
Kabbage – Atlanta, GA
Chris Levya, CEO,
Infinity Enterprise Lending Systems – Sparks, NV
Sid Panjwani, Head of Business Development,
ACTICO Corp. – Chicago, IL
2:20 – 3:05
(A05) – Big Data and Artificial Intelligence (AI) Roundtable
Accessing Capital for Cloud Lenders in the IPO Markets
Moderator:
Aaron Smith, VP Business Development, Innovative Solutions Group,
TransUnion – Beaverton, OR
Panelists:
Joao Menano, CFO and Head of Business Development,
Crowd Process – New York, NY
Kirby Miller, Director of Sales,
VoApps – Atlanta, GA
Marc Stein, CEO,
Underwrite.AI – Boston, MA
Eric Von Dohlen, SVP & Chief Analytics Officer,
Elevate – Ft. Worth, TX
3:05 – 3:30 - PM Break
3:30 – 4:15
(A06) – Loan Origination, Servicing & Collection Solutions for Cloud-based Marketplace Lenders
Moderator:
Larry Chiavaro, Executive Vice President,
First Associates – San Diego, CA
Panelists:
Chris Asbrock, COO,
Debt Management Partners – Amherst, NY
William S. Nass, Founder, President & Director,
Teledata Communications, Inc. – Islandia, NY
Jim Powell, President,
World Credit Recovery LLC – Itasca, IL
4:20 – 5:05
(A07) – Funding & Liquidity in Marketplace Cloud Lending
Funding and Liquidity via Securitization; Institutional Investors; Crowdfunding; HNWI; Leasing and Secondary Markets
Moderator:
Larry Chiavaro, Executive Vice President,
First Associates – San Diego, CA
Panelists:
Don Davis, Managing Partner,
Prime Meridian Capital Management – San Francisco, CA
Jon Farber, VP,
Citi Trust – New York, NY
Jacob Haar, Managing Partner,
Community Investment Management LLC – San Francisco, CA
Robert Villani, Partner,
Clifford Chance LLP – New York, NY
5:10 – 6:00
(A08) – Legal and Regulatory Issues in the Marketplace Cloud Lending Space
CFPB and other Current Legal and Regulatory issues, and court decisions and how these issues will affect Cloud-based Lenders in 2017 and beyond. What steps should cloud-based lenders take to insure compliance?
Moderator:
Gregory Nowak, Partner,
Pepper Hamilton LLP – Philadelphia, PA
Panelists:
Judy Newberry, Supervisory Partner, Regulatory Compliance,
Aldridge Pite LLP – Atlanta, GA
Rebecca Fox, VP, Sr. Associate General Counsel,
Lending Club – San Francisco, CA
6:00 – 7:30
Evening Networking Reception in Exhibit Hall
8:30 – 9:00 - Conference Registration & Continental Breakfast in Exhibition Hall
9:00 – 10:00
LIVE BROADCAST OF THE INAUGURATION OF
DONALD J. TRUMP – 45th President of the United State of America
(Discussion to Follow)
10:00 – 10:30 - MID-MORNING NETWORKING BREAK IN EXHIBIT HALL
10:30 – 11:15
(B09) – Small Business, Commercial Real Estate and other Non-consumer Lending in 2017 and Beyond
An assessment of opportunities for Cloud-based Lending in the small business, commercial real estate, and other non-consumer categories markets. How are cloud-based lenders keeping up with the latest developments in the non-consumer lending space?
Moderator:
Scott Pearson, Partner,
Ballard Spahr LLP – Los Angeles, CA
Panelists:
Lucas Timberlake. Director & CIO,
FinTech Ventures Fund – Atlanta, GA
George Souri, CEO,
LQD Business Finance – Chicago, IL
11:15 – 12:00
(B10) - Cybersecurity Issues in Marketplace Cloud Lending
Hacking, Identity Theft, and Fraudulent transaction are only a few of the dangers. Hear the latest on security strategies and tools that every cloud-based lending platform must employ to stay competitive.
Moderator:
Eric Von Dohlen, SVP & Chief Analytics Officer,
Elevate – Ft. Worth, TX
Panelists:
Sam Bouso, Founder/CEO,
Precognitive – Chicago, IL
Aaron Smith, VP Business Development, Innovative Solutions Group,
TransUnion – Beaverton, OR
12:00 – 12:30
(B11) – Cloud-based Marketplace Lending in 2017 and Beyond: Conference Wrap-up Roundtable
Key members of the 2017 Cloud Lending Summit Faculty will summarize conference findings and predict what’s ahead for the marketplace lending community. How is the wealth management sector responding to P2P as an emerging new alternative asset class? What is the outlook for consumer and business lending in the P2P space? How did we do in 2016, where are we going in 2017? What are the warning signs to look out for in the year ahead?
Participants TBA
12:30 - CONFERENCE CONCLUDES