2nd Specialty Finance Summit

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About The Conference

iGlobal Forum is pleased to announce the 2nd Specialty Finance Summit - a deal-sourcing event, where investors meet potential targets and potential acquirers for their businesses, and issuers share best practice with their peers to generate new funding opportunities. Activity in the specialty finance sector continues to grow, and BDCs in particular are raising substantial amounts of capital. With the rise of peer-to-peer lending, money is pouring into the unsecured consumer finance space, and new technologies and strategies are being developed to facilitate this dealflow. Increased competition is compressing yields, and encouraging many investors to look at off-the-run asset classes. Regulatory uncertainty is keeping the cost of funds high and market participants on edge. The Summit will provide you with the opportunity to meet and network with over 150 of the leading specialty finance companies, private equity firms, hedge funds, wealth management firms, senior lenders and asset managers.

Key Topics Covered

  • The latest developments in emerging and innovative funding sources, and their implications for the specialty finance industry
  • How to use your company’s intellectual capital to truly differentiate your product offering
  • The CFPB’s stance on a variety of products, and their plans for the future regulation of the market
  • How you can profit from off-the-run opportunities, such as merchant cash advance, legal settlement funding, and film financing
  • How to incorporate the latest technologies and platforms into your strategy

Network With Leading

  • Specialty Finance Companies
  • Private Equity Firms
  • Hedge Funds
  • Wealth Management Firms
  • Senior Lenders
  • Asset Managers
7:45 am - REGISTRATION AND NETWORKING BREAKFAST
8:30 am - CO-CHAIR WELCOME AND OPENING REMARKS
8:45 am - KEYNOTE INTERVIEW -- THE MACRO-ECONOMIC ENVIRONMENT & SPECIALTY FINANCE
  • Examining the economic environment for M&A, financing, and raising debt and equity capital
  • How will a systemic rise in rates impact specialty finance businesses?
  • Where are we in the cycle, and where is the market from a risk perspective?
  • Where are the next growth opportunities, and what changes are needed to accommodate growth in the industry?
  • What are the characteristics of companies that have been sold at high valuations, and how can this be imitated by others?
  • Are banks planning to enter the areas that specialty finance companies have prospered in?
Patrick J. Dalton

Patrick J. Dalton

Chief Executive Officer

GB CREDIT PARTNERS

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Steven M. Ellis

Interviewed By:

Steven M. Ellis

Partner

PROSKAUER

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9:15 am - INNOVATIVE FUNDING SOURCES -- THE NEXT GENERATION OF SPECIALTY FINANCE
  • Understanding the models in emerging areas, such as crowd-funding and peer-to-peer lending, and the legal and operational implications
  • How will emerging business models grow? How do they go to market? What are the long-term business plans and aspirations of those companies?
  • What are the implications of innovative funding sources for the banking industry, and for traditional specialty finance companies?
  • What is the place of peer-to-peer within the greater realm of lending?
  • How much credit risk are peer-to-peer lenders taking?
Bharath T. Srikrishnan

Bharath T. Srikrishnan

Partner

PINE BROOK PARTNERS

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Jeffrey Kramer

Jeffrey Kramer

Portfolio Manager, Capital Markets Group

ARES MANAGEMENT

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Rob Flowers

Rob Flowers

Partner

ATALAYA CAPITAL MANAGEMENT

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Matthew Perkins

Matthew Perkins

Senior Managing Director

GUGGENHEIM SECURITIES, LLC

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Gordon Watson

Gordon Watson

Principal

VICTORY PARK CAPITAL

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Peter Manbeck

Moderator:

Peter Manbeck

Partner

CHAPMAN & CUTLER

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10:00 am - MORNING NETWORKING BREAK
10:30 am - CREATING ADDED VALUE AND DEVELOPING NICHE BUSINESSES
  • Using your company’s intellectual capital to bring added value as a niche lender
  • Which niche areas are lenders looking into, and what is the process?
  • How to stay ahead of the crowd
  • Does intellectual capital merit a premium in the valuation equation?
Adam H. Curtin

Adam H. Curtin

Partner

MILESTONE PARTNERS

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Andrew Moser

Andrew Moser

President/CEO

SALUS CAPITAL PARTNERS

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Joseph J. Messina

Joseph J. Messina

President

INTERCONTINENTAL BEVERAGE CAPITAL

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Sean McKeever

Moderator:

Sean McKeever

Head of Underwriting & Portfolio Management

ABACUS FINANCE GROUP

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11:15 am - EXAMINING THE ROLE OF BDCs IN THE SPECIALTY FINANCE SECTOR
  • Addressing the depth and breadth of BDC investment latitude
  • How do BDCs view acquisitions?
  • How do recent legislative developments benefit BDCs?
  • Setting up a non-listed BDC to focus on niche businesses
  • Is growth in the BDC space sustainable?
  • Do investors understand the risk they take with BDCs?
James L. Baker

James L. Baker

Partner

HOLLAND & KNIGHT

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Richard Petrocelli, CPA

Richard Petrocelli, CPA

Chief Financial Officer

FIFTH STREET FINANCE CORP. / FIFTH STREET SENIOR FLOATING RATE CORP.

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Chris Cary

Chris Cary

Director, Hedge Fund Assessments

S&P GLOBAL RATINGS

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Scott M. Rosen

Scott M. Rosen

Partner

SOLAR CAPITAL

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Greg Hunt

Greg Hunt

Chief Financial Officer and Treasurer

APOLLO INVESTMENT CORPORATION

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James K. Hunt

James K. Hunt

Chairman

THL CREDIT, INC.

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Matthew W. Benton

Moderator:

Matthew W. Benton

Director, Financial Institutions / Investment Banking

WELLS FARGO SECURITIES

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12:15 pm - NETWORKING LUNCH
1:45 pm - ROUNDTABLE DISCUSSIONS

Choose your table and topic for an interactive discussion with fellow attendees on the most pressing issues facing the industry. Network at small tables while participating in lively topical conversation. This provides an excellent opportunity to meet others in your industry in a unique setting.

Roundtable 1

Exit Strategies, Workouts, Turnarounds & Restructurings

  • Maximizing your collateral, so it can be liquidated to cover your exposure
  • How to monetize an investment that has defaulted
  • Optimal ways to access the securitization markets
Tamer El-Rayess

Tamer El-Rayess

Chairman

CONTINENTAL FINANCE COMPANY

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Roundtable 2

Examining the Impact of Regulatory Reforms on Specialty Finance

  • How do the policies coming out of Basel III, Dodd Frank and the CFPB affect B2C and B2B lending?
  • What opportunities have been created by recent regulatory reforms?
    • How to handle a regulatory exam from the CFPB
    • What is the CFPB's stance on various specialty finance products, and which areas is it most focused on?
  • How do existing regulations affect the unsecured consumer finance space, and will new restrictions be introduced?
Al Laufenberg

Al Laufenberg

Managing Director

KBW

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Brendan Browne

Brendan Browne

Director, Financial Institutions

STANDARD & POORS RATING SERVICES

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2:30 pm - CAPITALIZATION & HEDGING STRATEGIES FOR SPECIALTY FINANCE COMPANIES
  • Raising long-term senior secured debt facilities in the capital markets
  • Identifying what senior lenders are willing to provide specialty finance companies, and what criteria, returns and maturities are they are looking for
  • Establishing a capital structure that will fund new growth within all cycles
  • How access to capital affects the growth of the specialty finance industry
  • Hedging interest rate risk during the warehouse period and take out
  • Negotiating an appropriate hedge criteria with your banks and some common pitfalls of getting it wrong
James Murray

James Murray

Managing Director

STERNE AGEE

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Larry Marsiello

Larry Marsiello

Managing Director

PINE BROOK ROAD PARTNERS

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Joyce A. Frost

Joyce A. Frost

Co-Founder

RIVERSIDE RISK ADVISORS

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Bob Ashcom

Bob Ashcom

Managing Director, Financial Services & Technology Investment Banking

SUNTRUST ROBINSON HUMPHREY, INC.

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James Chadwick

Moderator:

James Chadwick

Partner

HOLLAND & KNIGHT

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3:10 pm - AFTERNOON NETWORKING BREAK
3:25 pm - SMALL BUSINESS LENDING -- DEVELOPING THE OPPORTUNITIES THE BANKS HAVE LEFT BEHIND
  • What is the market opportunity and need for incremental lending to small businesses?
  • Optimal ways to reach new clients and interface with them – what level of touch do you need?
  • How do small business lenders underwrite their algorithms?
  • Using the latest technology advancements to develop your business
  • Opportunities and challenges in the merchant cash advance sector
Mack McNair

Mack McNair

Partner

VIRGO INVESTMENT GROUP

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Frank Rotman

Frank Rotman

Founding Partner

QED INVESTORS

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John Fox

John Fox

President

FOREST CAPITAL

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Stewart W. Hayes

Moderator:

Stewart W. Hayes

Senior Vice President, Lender Finance

WELLS FARGO CAPITAL FINANCE

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4:05 pm - INVESTING IN OFF-THE-RUN ASSET CLASSES
  • Where is the next big investment opportunity? Focus on: legal settlement funding and film financing
  • Understanding the additional risks, regulatory considerations and product structures of esoteric asset classes
  • Knowing how to execute your business plan
Cesar Gueikian

Cesar Gueikian

Founder & Managing Partner

MELODY CAPITAL PARTNERS

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Seth Cohen

Seth Cohen

Senior Managing Director

CARVAL INVESTORS

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Chris Semple

Chris Semple

Director, Opportunistic Strategies

CRESTLINE INVESTORS

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Stacey Schachter

Stacey Schachter

President

VION INVESTMENTS

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Rupert Chisholm

Rupert Chisholm

Managing Director

ONE WILLIAM STREET

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Peter Szurley

Moderator:

Peter Szurley

Partner, Banking Department

CHAPMAN & CUTLER

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4:45 pm - CO-CHAIR SUMMARY AND NETWORKING RECEPTION

Sponsored by: Wells Fargo Capital Finance and Chapman & Cutler LLP

Keynote Speakers

Patrick J. Dalton

Patrick J. Dalton

Chief Executive Officer

GB CREDIT PARTNERS

Patrick Dalton leads GB Credit Partners, the investment management affiliate of Gordon Brothers Group. With over

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Speakers

Greg Hunt

Greg Hunt

Chief Financial Officer and Treasurer

APOLLO INVESTMENT CORPORATION

Mr. Hunt began his term as Chief Financial Officer and Treasurer of Apollo Investment Corporation in May 2012.

View More

Andrew Moser

Andrew Moser

President/CEO

SALUS CAPITAL PARTNERS

Andy is a Commercial Finance and Retail industry veteran, recognized by many, as well as his industry peers, for

View More

Jeffrey Kramer

Jeffrey Kramer

Portfolio Manager, Capital Markets Group

ARES MANAGEMENT

Mr. Kramer is a Portfolio Manager within the Ares Capital Markets Group, and is primarily responsible for managing

View More

James K. Hunt

James K. Hunt

Chairman

THL CREDIT, INC.

Founded in 2007, THL Credit is an investment manager for both direct lending and broadly syndicated high yielding

View More

Rob Flowers

Rob Flowers

Partner

ATALAYA CAPITAL MANAGEMENT

 

Robert Flowers is a Partner of Atalaya Capital Management LP, an alternative investment firm focused on

View More

Seth Cohen

Seth Cohen

Senior Managing Director

CARVAL INVESTORS

Mr. Cohen is a senior managing director for CarVal Investors, responsible for managing investments in global loan

View More

Al Laufenberg

Al Laufenberg

Managing Director

KBW

Mr. Laufenberg’s primary responsibilities include advising public and privately-owned depository and business

View More

Frank Rotman

Frank Rotman

Founding Partner

QED INVESTORS

Frank Rotman is a founding partner of QED Investors. His investments are focused on financial services and

View More

John Fox

John Fox

President

FOREST CAPITAL

View More

Bharath T. Srikrishnan

Bharath T. Srikrishnan

Partner

PINE BROOK PARTNERS

Mr. Srikrishnan joined Pine Brook in September 2015 and is a managing director on the financial services

View More

Chris Semple

Chris Semple

Director, Opportunistic Strategies

CRESTLINE INVESTORS

Chris Semple, Director, Associate Portfolio Manager, joined Crestline in 2011 and focuses on our Opportunistic

View More

Scott M. Rosen

Scott M. Rosen

Partner

SOLAR CAPITAL

Since joining Solar Capital Partners in September 2007, Mr. Rosen has helped lead in excess of $3.0 billion of

View More

Bob Ashcom

Bob Ashcom

Managing Director, Financial Services & Technology Investment Banking

SUNTRUST ROBINSON HUMPHREY, INC.

Bob is a Managing Director and co-head of SunTrust Robinson Humphrey’s specialty finance investment banking

View More

Cesar Gueikian

Cesar Gueikian

Founder & Managing Partner

MELODY CAPITAL PARTNERS

Cesar Gueikian is a Co-Founder of Melody Capital Partners with 14 years of experience in structured finance and

View More

Adam H. Curtin

Adam H. Curtin

Partner

MILESTONE PARTNERS

Mr. Curtin is a Partner with Milestone Partners, a private equity firm that makes control investments in

View More

James Murray

James Murray

Managing Director

STERNE AGEE

Jim Murray is an investment banker with 29 years of experience in advising non-bank lenders, banks and other

View More

Sean McKeever

Sean McKeever

Head of Underwriting & Portfolio Management

ABACUS FINANCE GROUP

Sean is a founding member of Abacus Finance, with more than 10 years of experience in leveraged finance. As

View More

Mack McNair

Mack McNair

Partner

VIRGO INVESTMENT GROUP

Mack has over twenty years of experience in the private credit markets and special situations investing. Prior to

View More

Larry Marsiello

Larry Marsiello

Managing Director

PINE BROOK ROAD PARTNERS

Larry joined Pine Brook Partners in April 2010 and is a managing director. Pine Brook is an investment firm with

View More

Stacey Schachter

Stacey Schachter

President

VION INVESTMENTS

Mr. Schacter is currently CEO of Vion Receivable Investments, which he started with private equity backing in 2008

View More

Tamer El-Rayess

Tamer El-Rayess

Chairman

CONTINENTAL FINANCE COMPANY

Tamer El-Rayess, Chairman. Mr. El-Rayess is a founding member of Continental Finance, the largest shareholder,

View More

James Chadwick

James Chadwick

Partner

HOLLAND & KNIGHT

James Chadwick is the executive partner in Holland & Knight's Dallas office. Mr. Chadwick practices in Corporate

View More

Stewart W. Hayes

Stewart W. Hayes

Senior Vice President, Lender Finance

WELLS FARGO CAPITAL FINANCE

Stewart Hayes is a Senior Vice President of the Lender Finance division of Wells Fargo Capital Finance, based in

View More

Andrea L. Petro

Andrea L. Petro

Executive Vice President / Division Manager, Lender Finance

WELLS FARGO CAPITAL FINANCE

Andrea Petro is an Executive Vice President and Division Manager of the Lender Finance division of Wells Fargo

View More

Richard Petrocelli, CPA

Richard Petrocelli, CPA

Chief Financial Officer

FIFTH STREET FINANCE CORP. / FIFTH STREET SENIOR FLOATING RATE CORP.

Richard Petrocelli is the Chief Financial Officer of Fifth Street Finance Corp. (NASDAQ:FSC) and Fifth Street

View More

Steven M. Ellis

Steven M. Ellis

Partner

PROSKAUER

Steven M. Ellis is a Partner at Proskauer, a member of the firm’s Executive Committee and co-head of the

View More

Peter Manbeck

Peter Manbeck

Partner

CHAPMAN & CUTLER

Peter Manbeck is a partner in Chapman and Cutler’s New York office. Peter joined the Firm in 2011. Peter

View More

Brendan Browne

Brendan Browne

Director, Financial Institutions

STANDARD & POORS RATING SERVICES

View More

Matthew W. Benton

Matthew W. Benton

Director, Financial Institutions / Investment Banking

WELLS FARGO SECURITIES

View More

Chris Cary

Chris Cary

Director, Hedge Fund Assessments

S&P GLOBAL RATINGS

View More

Peter Szurley

Peter Szurley

Partner, Banking Department

CHAPMAN & CUTLER

Peter Szurley is a partner in the Banking Department and a member of the firm’s Bank Lending Group and Private

View More

James L. Baker

James L. Baker

Partner

HOLLAND & KNIGHT

James Baker is a partner in Holland & Knight's Dallas office. Mr. Baker practices in the area of Corporate Finance

View More

Todd R. Plotner

Todd R. Plotner

Partner

CHAPMAN AND CUTLER LLP

Todd Plotner is a Partner at Chapman and Cutler LLP specializing in securitizations, structured finance and

View More

Joyce A. Frost

Joyce A. Frost

Co-Founder

RIVERSIDE RISK ADVISORS

Joyce Frost is co-founder of Riverside Risk Advisors and has over 25 years of experience in the interest rate,

View More

Joseph J. Messina

Joseph J. Messina

President

INTERCONTINENTAL BEVERAGE CAPITAL

Joseph J. Messina is a Founding Partner of InterContinental Beverage Capital and Fund Manager of the IBC Emerging

View More

Rupert Chisholm

Rupert Chisholm

Managing Director

ONE WILLIAM STREET

Rupert is a managing director at One William Street Capital Management, L.P., a credit-focused asset manager based

View More

Kevin Gibbons

Kevin Gibbons

Managing Director

CAPITAL ONE ASSET BACKED FINANCE

Kevin is responsible for origination and structuring of asset-backed financings for specialty finance companies

View More

Matthew Perkins

Matthew Perkins

Senior Managing Director

GUGGENHEIM SECURITIES, LLC

View More

Gordon Watson

Gordon Watson

Principal

VICTORY PARK CAPITAL

Gordon Watson joined VPC in 2014 and is a Principal. He is primarily responsible for sourcing, analyzing,

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Luncheon Workshop

SMALL BUSINESS LENDING -- DEVELOPING THE OPPORTUNITIES THE BANKS HAVE LEFT BEHIND

Tuesday September 9, 2014 | 12:30 pm to 1:30 pm

This interactive session will explore the market opportunity and need for incremental lending to small businesses. You will gain valuable insights into:

 

  • Optimal ways to reach new clients and interface with them -- what level of touch do you need?
  • How small business lenders underwrite their algorithms
  • The latest and best technology platforms to develop your business
  • How is the lack of standard technological platforms limiting consolidation in the industry?
  • Marketing to clients directly vs. through an independent sales organization

 

You will leave the session knowing how to engage new clients and offer the best products, so that you are well-placed to fully develop the opportunities in this sector.

Kevin Gibbons

Kevin Gibbons

Managing Director

CAPITAL ONE ASSET BACKED FINANCE

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Sponsors

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  • Register by

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  • July 5, 2014

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    $949

    $199

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  • August 15, 2014

    $999

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  • September 9, 2014

    $1,099

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Terms and Conditions - Payment Policy

  • Payment is due in full at the time of registration and includes lunches, refreshments and detailed conference materials.
  • Your registration will not be confirmed until payment is received and may be subject to cancellation.

iGlobal Forum Cancellation, Postponement and Substitution Policy

  • You may substitute delegates at any time. iGlobal Forum does not provide refunds for cancellations.
  • For cancellations received in writing more than seven (7) days prior to the conference you will receive a 100% credit to be used at another iGlobal Forum conference for up to one year from the date of issuance.
  • For cancellations received seven (7) days or less prior to an event (including day 7), no credit will be issued. In the event that iGlobal Forum cancels an event, delegate payments at the date of cancellation will be credited to a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance.
  • In the event that iGlobal Forum postpones an event, delegate payments at the postponement date will be credited towards the rescheduled date. If the delegate is unable to attend the rescheduled event, the delegate will receive a 100% credit representing payments made towards a future iGlobal Forum event. This credit will be available for up to one year from the date of issuance. No refunds will be available for cancellations or postponements.
  • iGlobal Forum is not responsible for any loss or damage as a result of a substitution, alteration or cancellation/postponement of an event. iGlobal Forum shall assume no liability whatsoever in the event this conference is cancelled, rescheduled or postponed due to a fortuitous event, Act of God, unforeseen occurrence or any other event that renders performance of this conference impracticable or impossible. For purposes of this clause, a fortuitous event shall include, but not be limited to: war, fire, labor strike, extreme weather or other emergency.
  • Please note that speakers and topics were confirmed at the time of publishing, however, circumstances beyond the control of the organizers may necessitate substitutions, alterations or cancellations of the speakers and/or topics. As such, iGlobal Forum reserves the right to alter or modify the advertised speakers and/or topics if necessary. Any substitutions or alterations will be updated on our web page as soon as possible.

Discounts

  • All discounts must require payment at time of registration and before the cut-off date in order to receive any discount.
  • Any discounts offered whether by iGlobal Forum (including team discounts) must also require payment at the time of registration.
  • All discount offers cannot be combined with any other offer
The Pierre Hotel The Pierre Hotel

The Pierre Hotel

2 East 61st Street

New York, NY

 

(212) 838-8000

http://www.tajhotels.com/luxury/grand-palaces-and-iconic-hotels/the-pierre-new-york/overview.html

 

The restored 1930s Georgian-style building features old-world charm and modern-day amenities and services.  Perfectly situated across the street from Central Park, the 41-story Pierre is steps away from the renowned shopping on Fifth and Madison Avenues, museums and cultural centers, and the businesses of Midtown Manhattan.

 

For discounted room rates, please contact the Reservations Department at The Pierre (212) 838-8000 by August 9th, 2014 and mention iGlobal Forum. There are a limited number of rooms available, so please reserve at your earliest convenience.

 

A second room block has been arranged at The Park Lane Hotel. For reservations, please call (212) 371-4000, and mention iGlobal Forum to receive the discounted rate.

Patrick J. Dalton

Patrick J. Dalton

Chief Executive Officer

GB CREDIT PARTNERS

Patrick Dalton leads GB Credit Partners, the investment management affiliate of Gordon Brothers Group. With over 20

View More

Greg Hunt

Greg Hunt

Chief Financial Officer and Treasurer

APOLLO INVESTMENT CORPORATION

Mr. Hunt began his term as Chief Financial Officer and Treasurer of Apollo Investment Corporation in May 2012.

View More

Andrew Moser

Andrew Moser

President/CEO

SALUS CAPITAL PARTNERS

Andy is a Commercial Finance and Retail industry veteran, recognized by many, as well as his industry peers, for his

View More

Jeffrey Kramer

Jeffrey Kramer

Portfolio Manager, Capital Markets Group

ARES MANAGEMENT

Mr. Kramer is a Portfolio Manager within the Ares Capital Markets Group, and is primarily responsible for managing

View More

James K. Hunt

James K. Hunt

Chairman

THL CREDIT, INC.

Founded in 2007, THL Credit is an investment manager for both direct lending and broadly syndicated high yielding

View More

Rob Flowers

Rob Flowers

Partner

ATALAYA CAPITAL MANAGEMENT

 

Robert Flowers is a Partner of Atalaya Capital Management LP, an alternative investment firm focused on investing

View More

Seth Cohen

Seth Cohen

Senior Managing Director

CARVAL INVESTORS

Mr. Cohen is a senior managing director for CarVal Investors, responsible for managing investments in global loan

View More

Al Laufenberg

Al Laufenberg

Managing Director

KBW

Mr. Laufenberg’s primary responsibilities include advising public and privately-owned depository and business

View More

Frank Rotman

Frank Rotman

Founding Partner

QED INVESTORS

Frank Rotman is a founding partner of QED Investors. His investments are focused on financial services and financial

View More

John Fox

John Fox

President

FOREST CAPITAL

View More

Bharath T. Srikrishnan

Bharath T. Srikrishnan

Partner

PINE BROOK PARTNERS

Mr. Srikrishnan joined Pine Brook in September 2015 and is a managing director on the financial services investment

View More

Chris Semple

Chris Semple

Director, Opportunistic Strategies

CRESTLINE INVESTORS

Chris Semple, Director, Associate Portfolio Manager, joined Crestline in 2011 and focuses on our Opportunistic

View More

Scott M. Rosen

Scott M. Rosen

Partner

SOLAR CAPITAL

Since joining Solar Capital Partners in September 2007, Mr. Rosen has helped lead in excess of $3.0 billion of

View More

Bob Ashcom

Bob Ashcom

Managing Director, Financial Services & Technology Investment Banking

SUNTRUST ROBINSON HUMPHREY, INC.

Bob is a Managing Director and co-head of SunTrust Robinson Humphrey’s specialty finance investment banking

View More

Cesar Gueikian

Cesar Gueikian

Founder & Managing Partner

MELODY CAPITAL PARTNERS

Cesar Gueikian is a Co-Founder of Melody Capital Partners with 14 years of experience in structured finance and credit

View More

Adam H. Curtin

Adam H. Curtin

Partner

MILESTONE PARTNERS

Mr. Curtin is a Partner with Milestone Partners, a private equity firm that makes control investments in profitable

View More

James Murray

James Murray

Managing Director

STERNE AGEE

Jim Murray is an investment banker with 29 years of experience in advising non-bank lenders, banks and other financial

View More

Sean McKeever

Sean McKeever

Head of Underwriting & Portfolio Management

ABACUS FINANCE GROUP

Sean is a founding member of Abacus Finance, with more than 10 years of experience in leveraged finance. As Director -

View More

Mack McNair

Mack McNair

Partner

VIRGO INVESTMENT GROUP

Mack has over twenty years of experience in the private credit markets and special situations investing. Prior to

View More

Larry Marsiello

Larry Marsiello

Managing Director

PINE BROOK ROAD PARTNERS

Larry joined Pine Brook Partners in April 2010 and is a managing director. Pine Brook is an investment firm with more

View More

Stacey Schachter

Stacey Schachter

President

VION INVESTMENTS

Mr. Schacter is currently CEO of Vion Receivable Investments, which he started with private equity backing in 2008 at

View More

Tamer El-Rayess

Tamer El-Rayess

Chairman

CONTINENTAL FINANCE COMPANY

Tamer El-Rayess, Chairman. Mr. El-Rayess is a founding member of Continental Finance, the largest shareholder, and

View More

James Chadwick

James Chadwick

Partner

HOLLAND & KNIGHT

James Chadwick is the executive partner in Holland & Knight's Dallas office. Mr. Chadwick practices in Corporate

View More

Stewart W. Hayes

Stewart W. Hayes

Senior Vice President, Lender Finance

WELLS FARGO CAPITAL FINANCE

Stewart Hayes is a Senior Vice President of the Lender Finance division of Wells Fargo Capital Finance, based in

View More

Andrea L. Petro

Andrea L. Petro

Executive Vice President / Division Manager, Lender Finance

WELLS FARGO CAPITAL FINANCE

Andrea Petro is an Executive Vice President and Division Manager of the Lender Finance division of Wells Fargo Capital

View More

Richard Petrocelli, CPA

Richard Petrocelli, CPA

Chief Financial Officer

FIFTH STREET FINANCE CORP. / FIFTH STREET SENIOR FLOATING RATE CORP.

Richard Petrocelli is the Chief Financial Officer of Fifth Street Finance Corp. (NASDAQ:FSC) and Fifth Street Senior

View More

Steven M. Ellis

Steven M. Ellis

Partner

PROSKAUER

Steven M. Ellis is a Partner at Proskauer, a member of the firm’s Executive Committee and co-head of the

View More

Peter Manbeck

Peter Manbeck

Partner

CHAPMAN & CUTLER

Peter Manbeck is a partner in Chapman and Cutler’s New York office. Peter joined the Firm in 2011. Peter represents

View More

Brendan Browne

Brendan Browne

Director, Financial Institutions

STANDARD & POORS RATING SERVICES

View More

Matthew W. Benton

Matthew W. Benton

Director, Financial Institutions / Investment Banking

WELLS FARGO SECURITIES

View More

Chris Cary

Chris Cary

Director, Hedge Fund Assessments

S&P GLOBAL RATINGS

View More

Peter Szurley

Peter Szurley

Partner, Banking Department

CHAPMAN & CUTLER

Peter Szurley is a partner in the Banking Department and a member of the firm’s Bank Lending Group and Private Equity

View More

James L. Baker

James L. Baker

Partner

HOLLAND & KNIGHT

James Baker is a partner in Holland & Knight's Dallas office. Mr. Baker practices in the area of Corporate Finance with

View More

Todd R. Plotner

Todd R. Plotner

Partner

CHAPMAN AND CUTLER LLP

Todd Plotner is a Partner at Chapman and Cutler LLP specializing in securitizations, structured finance and community

View More

Joyce A. Frost

Joyce A. Frost

Co-Founder

RIVERSIDE RISK ADVISORS

Joyce Frost is co-founder of Riverside Risk Advisors and has over 25 years of experience in the interest rate, currency

View More

Joseph J. Messina

Joseph J. Messina

President

INTERCONTINENTAL BEVERAGE CAPITAL

Joseph J. Messina is a Founding Partner of InterContinental Beverage Capital and Fund Manager of the IBC Emerging

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Rupert Chisholm

Rupert Chisholm

Managing Director

ONE WILLIAM STREET

Rupert is a managing director at One William Street Capital Management, L.P., a credit-focused asset manager based in

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Kevin Gibbons

Kevin Gibbons

Managing Director

CAPITAL ONE ASSET BACKED FINANCE

Kevin is responsible for origination and structuring of asset-backed financings for specialty finance companies and

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Matthew Perkins

Matthew Perkins

Senior Managing Director

GUGGENHEIM SECURITIES, LLC

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Gordon Watson

Gordon Watson

Principal

VICTORY PARK CAPITAL

Gordon Watson joined VPC in 2014 and is a Principal. He is primarily responsible for sourcing, analyzing, executing and

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