Agendas are subject to change without notice. More information will be made available soon. Don’t hesitate to reach out to us to discuss ideas for the new conference agenda!

May 24th - Main Panel


Wednesday May 24, 2017 
7:30 AM – 8:30 AMGeneral Registration
8:30 AM – 8:55 AMSummit Opening Remarks
Keynote Speaker: Alan Snyder - Shinnecock Partners
9:00 AM – 9:40 AMStructuring and Managing Your Allocation to Private Credit
Christoph Umscheid - Deutsche Asset Management
Lazar Nikolic - JPL Advisors / Adler Family Office
Joe Marren - KStone Partners
Moderator: Greg Kramer - Haynes and Boone, LLP
9:45 AM – 10:25 AM International Opportunities in Direct Lending
Michael Fey - Greyfell Capital
Arjun Batra - Lendable
Moderator: Gerry Coughlin - Oakpoint Advisors
10:30 AM – 11:10 AM Opportunities in Specialty Finance
Dan Zwirn - Arena Investors, LP
John Howe - Old Hill Partners
Doug Monticciolo - Brevet Capital Management
Edward Wu - Revere Capital
Moderator: Patrick Stutz - Bayshore Capital Ltd.
11:15 AM – 11:55 AM The Outlook of Marketplace Lending Industry: Bank/Alternative Lender Strategic Partnership
Ram Ahluwalia - PeerIQ
12:00 PM – 12:15 PMPlease be seated for lunch
12:15 PM – 1:15 PMLunch & Presentation:
Keynote Speaker: Patrick Stutz - Bayshore Capital Ltd.
Cybersecurity Overview
Eldon Sprickerhoff - eSentire
1:15 PM – 1:25 PMBreak
1:30 PM – 2:10 PMOpportunities in Asset-based Lending
Ryan Byrne - Pandion Mine Finance
Omer Donnerstein - Blue Ocean Fund / EnTrustPermal
Moderator: Patrick Stutz - Bayshore Capital Ltd.
2:15 PM – 2:55 PMSeparating Beta from Alpha in Private Credit and Tax Efficiency in the Space
Kevin Lemmer - Worth Venture Partners
Abby Flamholz - Worth Venture Partners
David Friezo - Lydian Capital
Moderator: David Wertentheil - Worth Venture Partners
3:00 PM – 3:40 PMHow to Find a Way to Branch Out for Niche Lenders
Robert Koltai - Hain Capital
Fred Militello - Grand Gate Capital
3:45 PM – 4:25 PMNew Solutions and Alternatives for Marketplace Lenders
Clay Smudsky - SoFi Securities
Aidan Kelleher - Nexlend Capital Partners
4:30 PM – 5:20 PMConstructing a Portfolio of Private Credit Managers
Alan Snyder - Shinnecock Partners
Ronen Schwartzman - Ten Capital Advisors
Thomas Haug - AW Jones Private Advisors
5:30 PM – 7:30 PMSocial & Family Office exclusive VIP networking
Family Office Panel – the Merits of SPVs

May 24th - Break Out Sessions


Wednesday May 24, 2017 
8:00 AM – 8:30 AMRegistration
9:00 AM – 9:40 AMP/E Opportunities in Direct Lending
9:45 AM – 10:25 AMTop Alternative Lending Investment: Life Settlements
10:30 AM – 11:10 AMReal Estate Alternative Lending in 2017
11:15 AM – 12:00 PMPortfolio Pricing, Fair Value Accounting, and Valuation Agents in Alternative Lending
12:00 PM – 12:15 PMPlease be seated for lunch
1:15 PM – 1:25 PMEnd of Lunch / Break
1:30 PM – 2:10 PMTrade Finance as an Alternative Asset: Risk and Mitigants for Investors
2:15 PM – 2:55 PMBest Practices in Auto Finance Lending: Risk vs. Reward
3:00 PM – 3:40 PMLitigation Financing Attracts New Set of Investors
3:45 PM – 4:25 PMInnovation in Point-of-Sale Finance
4:30 PM – 5:20 PMAn Assessment of Current Regulatory Exposure in Private Credit
5:30 PM – 7:30 PMSocial

May 24th - Break Out Sessions - Crowdfunding / FinTech


Wednesday May 24, 2017 
8:00 AM – 8:30 AMRegistration
9:00 AM – 9:40 AMEvery Crowd Funding Origination Platform will Launch or Partner with a Hedge Fund
9:45 AM – 10:25 AMMonthly Income Interest Payments – How Technology has Reduced Friction in the Aggregation of Low Minimum Investors
10:30 AM – 11:10 AMTaking a Unique Approach to Direct Lending SPVs
11:15 AM – 12:00 PMBig Data: Game Changing Implementations across Fundamental Strategies
12:00 PM – 12:15 PMPlease be seated for lunch
1:15 PM – 1:25 PMEnd of Lunch / Break
1:30 PM – 2:10 PMThe Technology and Innovation behind Niche Lending Investment Opportunities and Disruption
2:15 PM – 2:55 PMThe Valuation of Direct Loans and Notes
3:00 PM – 3:40 PMAn Inside Look at Platform and Sources of Institutional Capital Relationships
3:45 PM – 4:25 PMUnstoppable Trends in Online Lending
4:30 PM – 5:20 PMSecondary Trading of Marketplace Loans
5:30 PM – 7:30 PMCocktail Social

 

 

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