4th Specialty Finance Summit

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About The Conference

iGlobal Forum is pleased to announce our 4th Specialty Finance Summit - the leading deal-sourcing event for investors and issuers operating in the specialty finance space. At the Summit, you will gain fresh insights into where you should be focusing your activities in 2015 and beyond. You will have the opportunity to network with the leading decision-makers from specialty finance companies, marketplace lenders, BDCs, SBICs, private equity firms, hedge funds, wealth management firms, senior lenders and asset managers. Real-life deal spotlights will reveal how specialty finance companies sourced, executed and exited deals and how they have strategically expanded over a multi-year period. A focused Structured Networking session will enable you to connect, 1-to-1, with the market participants you most want to meet, and evaluate the potential for mutual business endeavors. Plus, three interactive workshops will show you how you can leverage FinTech to acquire new customers and underwrite loans more efficiently, broaden into emerging asset classes to increase and stabilize your yields, and take advantage of the opportunity for small business lending.

Key Topics Covered

  • The impact of GE’s exit on the commercial finance space
  • The scalability of certain emerging asset classes, and how to mitigate the risks they present
  • Which asset classes marketplace lending can be applied to, and which asset classes investors are most interested in buying
  • Innovative financing techniques and strategies to reduce the cost of funding
  • The impact of increased regulation on profits and return on equity, and how to overcome key legal concerns
  • How ratings influence the specialty finance sector and the price of debt 
  • The most enticing real estate opportunities on the horizon

Network With Leading

  • Specialty finance companies
  • Marketplace lenders
  • BDCs
  • SBICs
  • Private equity firms
  • Hedge funds
  • Wealth management firms
  • Senior lenders
  • Asset managers
7:45 am - REGISTRATION & NETWORKING BREAKFAST
8:30 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
8:45 am - KEYNOTE INTERVIEW: POST-GE OUTLOOK FOR THE SPECIALTY FINANCE INDUSTRY
  • How GE’s exit from the commercial finance space changes the landscape, who it creates opportunities for, and which buyers are purchasing which assets
  • Which subsectors provide strong areas of opportunity for growth
  • How new leveraged lending guidance impacts profits and returns on equity, and what new opportunities it will bring
  • What is causing the slowdown in specialty finance M&A activity?
  • Is Peer-to-Peer/Marketplace lending here to stay, and why is so much venture capital flowing into the space?
  • Are there any pockets of yield available for debt providers?
  • How specialty finance investing being done in this benign credit environment will function during a downturn
  • Where we are in the credit cycle, and how the next 12 months will affect the specialty finance space
Robert Glanville

Robert Glanville

Founding Partner & Managing Director, Financial Services Investment Team

PINE BROOK PARTNERS

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David Aidi

David Aidi

Partner

ATALAYA CAPITAL MANAGEMENT

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Robert Siegel

Interviewed By:

Robert Siegel

Partner and Chair of Commercial Finance Practice

BILZIN SUMBERG

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9:30 am - HOW ONLINE MARKETPLACE LENDERS ARE ALTERING THE SPECIALTY FINANCE LANDSCAPE
  • How do investors evaluate marketplace lenders?
  • Where are there opportunities for marketplace lenders to create value?
  • How has marketplace lending expanded beyond unsecured consumer loans?
  • Which new asset classes are institutional investors interested in buying?
  • How are banks and other traditional lenders responding to marketplace lenders? Can they leverage market place lending?
  • How do marketplace lenders prepare to weather a downward trend in the credit cycle and/or an uptick in interest rates?
  • Are there disconnects between what marketplace lenders want and what their funding sources want?
  • Regulatory and legal landscape: Is further regulation coming? Do digital contracts create complications?
Chris Cary

Chris Cary

Director, Hedge Fund Assessments

S&P GLOBAL RATINGS

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Albert Periu

Albert Periu

Head of Capital Markets

FUNDING CIRCLE

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Eric Thaller

Eric Thaller

Vice President of Investor Services

PROSPER MARKETPLACE

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Vladimir M. Gutin

Vladimir M. Gutin

Partner

TZP CAPITAL

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Jim Keller

Jim Keller

CFO

COLLEGE AVE STUDENT LOANS

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James Herbert

James Herbert

Co-Founder & President

LENDINGHOME

View More

Melanie Gnazzo

Moderator:

Melanie Gnazzo

Partner

CHAPMAN & CUTLER LLP

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10:15 am - MORNING NETWORKING BREAK
11:00 am - THE FUTURE OF MIDDLE MARKET DIRECT LENDING
  • What is driving liquidity into middle market companies
  • Where the biggest opportunities for small business lending lie
  • How direct lenders can increase their level of originations
  • How relevant BDCs are in a senior debt lending world
  • The differences between underwriting loans for businesses in various different sectors
Dev Gopalan

Dev Gopalan

Director & Head of U.S. Private Credit

KKR ASSET MANAGEMENT

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BJ Lackland

BJ Lackland

CEO

LIGHTER CAPITAL

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Alexander Wright

Alexander Wright

Managing Director

APOLLO MIDDLE MARKET LENDING

View More

Monty Cook

Monty Cook

Managing Director

THL CREDIT ADVISORS

View More

Jason van Dussen

Jason van Dussen

Managing Director, Head of Capital Markets

GOLUB 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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11:45 am - ACHIEVING AN IDEAL MIX OF FUNDING
  • How smart new funding sources are disintermediating the process of providing capital to non-bank lenders, and diversifying the funding sources available
  • Innovative financing techniques for specialty financing companies to improve their cost of funding
  • What facilities senior lenders are providing specialty finance companies, and with what terms and conditions
  • When securitization becomes a viable option for specialty finance companies
  • What is driving the availability of securitization for specialty finance companies
Arjun Thimmaya

Arjun Thimmaya

Managing Director, Financial Services

WARBURG PINCUS

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Curtis Glovier

Curtis Glovier

Managing Director

FORTRESS INVESTMENT GROUP

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Kevin Gibbons

Kevin Gibbons

Managing Director

CAPITAL ONE ASSET BACKED FINANCE

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Matthew Perkins

Matthew Perkins

Senior Managing Director

GUGGENHEIM SECURITIES, LLC

View More

Rupert Chisholm

Rupert Chisholm

Managing Director

ONE WILLIAM STREET

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Todd R. Plotner

Moderator:

Todd R. Plotner

Partner

CHAPMAN AND CUTLER LLP

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12:30 pm - NETWORKING LUNCHEON
1:45 pm - ROUNDTABLE DISCUSSIONS

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

Roundtable 1

Real Estate Opportunities on the Horizon

  • How the commercial mortgage space is changing, and what opportunities are on the horizon
  • To what extent specialty finance companies are lending into the real estate space
  • Trends in the REITs market
  • How emerging asset classes trade, compared to more conventional REITs - focus on: single family, wireless towers, retail properties
  • Availability of these types of structures, and how big the REITs market could be
  • Investing in unlisted opportunities in private markets--what drives these investments and are they stable?
  • Regulatory differences when dealing with commercial loans in single family properties
Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

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Joshua D. Harlan

Joshua D. Harlan

Managing Member

HARLAN CAPITAL PARTNERS

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Chris Hurn

Chris Hurn

Founder & CEO

FOUNTAINHEAD COMMERCIAL CAPITAL

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Roundtable 2

Sourcing Emerging, Niche Business Opportunities 

  • Which off-the-run opportunities provide the best potential to generate high risk-adjusted yields in a safe and stable way
  • The scalability of certain niche markets (e.g. art finance, film finance, litigation finance)
  • Overcoming the risks of investing in niche opportunities, from a liquidity and collateral management point of view
Eric Hanson

Eric Hanson

Senior Managing Director

MACQUARIE CAPITAL

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James K. Hunt

James K. Hunt

Chairman

THL CREDIT, INC.

View More

Chris Cary

Chris Cary

Director, Hedge Fund Assessments

S&P GLOBAL RATINGS

View More

2:30 pm - AFTERNOON NETWORKING BREAK
2:50 pm - DEAL SPOTLIGHT- ANGELO GORDON
  • Insights into how the company has grown over a multi-year period
  • Successful strategies that were implemented to reduce the cost of funding
  • How the company has accessed new sources of credit, new markets and new asset classes
  • Business models that the company is currently following
  • The industry drivers and trends that motivated the company to back a particular enterprise
Timothy E. Johnson

Timothy E. Johnson

Partner

KPMG

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Harish Nataraj

Harish Nataraj

Managing Director

ANGELO GORDON

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3:25 pm - DEAL SPOTLIGHT- ARES COMMERCIAL FINANCE ACQUISITION OF KELTIC FINANCIAL
  • Start to finish overview of the deal
  • How the deal was sourced
  • What hurdles arose, and how these were navigated
  • Executing the deal 
Andrea L. Petro

Andrea L. Petro

Executive Vice President / Division Manager, Lender Finance

WELLS FARGO CAPITAL FINANCE

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Jim Miller

Jim Miller

Partner

ARES MANAGEMENT

View More

Jack Reilly

Jack Reilly

Partner

ARES MANAGEMENT

View More

4:00 pm - CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION

Keynote Speakers

Robert Glanville

Robert Glanville

Founding Partner & Managing Director, Financial Services Investment Team

PINE BROOK PARTNERS

View More

David Aidi

David Aidi

Partner

ATALAYA CAPITAL MANAGEMENT

Mr. Aidi has extensive experience in alternative credit investing and has deep experience executing specialty

View More

Speakers

Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

Kurt Carlton is the CTO of Sherman Bridge Lending, a finance company designed to fulfill the needs of borrowers

View More

Albert Periu

Albert Periu

Head of Capital Markets

FUNDING CIRCLE

Albert leads Funding Circle's Capital Markets team and is responsible for the structuring, execution and

View More

Joshua D. Harlan

Joshua D. Harlan

Managing Member

HARLAN CAPITAL PARTNERS

Joshua D. Harlan is founder and managing partner of Harlan Capital Partners LLC, an investment firm focused on

View More

Dev Gopalan

Dev Gopalan

Director & Head of U.S. Private Credit

KKR ASSET MANAGEMENT

Dev Gopalan (New York) joined KKR in 2010 and is a Director of KKR Asset Management. Mr. Gopalan serves as head of

View More

Arjun Thimmaya

Arjun Thimmaya

Managing Director, Financial Services

WARBURG PINCUS

Arjun Thimmaya is based in New York, joined Warburg Pincus in 2008 and focuses on investments in the financial

View More

John Fruehwirth

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

John Fruehwirth is the Managing Partner of Rotunda Capital Partners. Since founding RCP in 2008, they have

View More

Eric Hanson

Eric Hanson

Senior Managing Director

MACQUARIE CAPITAL

Eric Hanson joined Macquarie Capital in 2010 as Senior Managing Director and Head of Specialty Finance. Prior to

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

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

Chris Cary

Chris Cary

Director, Hedge Fund Assessments

S&P GLOBAL RATINGS

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

Timothy E. Johnson

Timothy E. Johnson

Partner

KPMG

Tim has provided deal advisory services on over 100 transactions in the financial services sector at KPMG. Tim

View More

Alexander Wright

Alexander Wright

Managing Director

APOLLO MIDDLE MARKET LENDING

Prior to joining Apollo, Mr. Wright was with GSC Group where he served in a variety of different roles mostly

View More

BJ Lackland

BJ Lackland

CEO

LIGHTER CAPITAL

BJ Lackland is the CEO of Lighter Capital, an alternative debt provider for growing technology companies.

View More

Jason Bross

Jason Bross

Chief Operating Officer

LATITUDE20 CAPITAL PARTNERS

Mr. Bross has in excess of 18 years of financial and asset management experience and in his capacity as Chief

View More

Jim Miller

Jim Miller

Partner

ARES MANAGEMENT

Mr. Miller is a Partner in the Ares Direct Lending Group, where he focuses on U.S. direct lending. Additionally,

View More

Curtis Glovier

Curtis Glovier

Managing Director

FORTRESS INVESTMENT GROUP

Mr. Glovier is a Managing Director at Fortress Investment Group and is responsible for the private equity effort

View More

Melanie Gnazzo

Melanie Gnazzo

Partner

CHAPMAN & CUTLER LLP

Melanie Gnazzo is a partner at Chapman and Cutler LLP in the Asset Securitization, Lease Finance and Tax practice

View More

Robert Siegel

Robert Siegel

Partner and Chair of Commercial Finance Practice

BILZIN SUMBERG

Robert M. Siegel is a Partner in the Corporate and Business Finance & Restructuring Groups and is the Chair of

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

Eric Thaller

Eric Thaller

Vice President of Investor Services

PROSPER MARKETPLACE

Eric Thaller is Vice President of Investor Services at Prosper Marketplace. In this role, Eric is responsible for

View More

Glenn Goldman

Glenn Goldman

CEO

CREDIBLY

Glenn Goldman is the CEO of Credibly, an emerging Fintech platform that leverages data science and analytics to

View More

James Herbert

James Herbert

Co-Founder & President

LENDINGHOME

LendingHome is James’ third real estate start-up. Before co-founding LendingHome, James started a residential

View More

Vladimir M. Gutin

Vladimir M. Gutin

Partner

TZP CAPITAL

Vlad Gutin began his career in 1990 as a Research Assistant at The Board of Governors of the Federal Reserve

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

Chris Hurn

Chris Hurn

Founder & CEO

FOUNTAINHEAD COMMERCIAL CAPITAL

Chris Hurn is Founder/CEO of Fountainhead Commercial Capital, a nationwide non-bank commercial lender specializing

View More

James  Viceconte

James Viceconte

Portfolio Manager—Global Opportunistic Finance Strategy

ALLIANCEBERNSTEIN

James Viceconte is a Managing Director and Portfolio Manager of the Global Opportunistic Finance Strategy. Prior

View More

Jack Reilly

Jack Reilly

Partner

ARES MANAGEMENT

Jack is a Partner at Ares Management LLC and CEO of Ares Commercial Finance Business. Previously Jack was

View More

Jim Keller

Jim Keller

CFO

COLLEGE AVE STUDENT LOANS

Jim has over 25 years of experience in the financial services industry. He was most recently a Senior Managing

View More

Harish Nataraj

Harish Nataraj

Managing Director

ANGELO GORDON

Harish Nataraj is a Managing Director in Angelo, Gordon’s private equity area. He joined the firm in 2007 and

View More

Matthew Perkins

Matthew Perkins

Senior Managing Director

GUGGENHEIM SECURITIES, LLC

View More

Monty Cook

Monty Cook

Managing Director

THL CREDIT ADVISORS

Mr. Cook is a Managing Director of THL Credit. He is responsible for transaction origination, underwriting and

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

Jason Block

Jason Block

Partner

FREEDOM 3 CAPITAL

Jason Block is the Founding Partner and CIO of F3C and has 18 years of experience investing in private credit and

View More

Jason van Dussen

Jason van Dussen

Managing Director, Head of Capital Markets

GOLUB CAPITAL

View More

PRE-SUMMIT WORKSHOP A

PROFITING FROM SPECIALTY FINANCE OPPORTUNITIES IN NEW ASSET CLASSES & GEOGRAPHIES

Wednesday September 9, 2015 | 9:30 am to 11:30 am

Many market participants are broadening into new asset classes and geographies to increase and stabilize their yields, and diversify their portfolios. During this interactive session you will discover:

  • Which off-the-run opportunities provide the best potential to generate high yields in a safe and stable way
  • The scalability of certain niche markets (e.g. art finance, film finance, litigation finance)
  • How to overcome the risks that are presented by niche opportunities, from a liquidity and collateral management point of view
  • Insights into the specialty finance opportunities in Mexico, Colombia, and other parts of Latin America
  • Specialty finance in emerging jurisdictions - raising money, finding and negotiating deals, winning clients, and dealing with legal and tax uncertainties

The workshop you will help you to pick the winners from a variety of emerging opportunities, and take advantage of the rewards they have on offer.

John Fruehwirth

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

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James  Viceconte

James Viceconte

Portfolio Manager—Global Opportunistic Finance Strategy

ALLIANCEBERNSTEIN

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PRE-SUMMIT WORKSHOP B

PROVIDING DIRECT LOANS TO SMALL & MEDIUM-SIZED COMPANIES/ ENTERPRISES

Wednesday September 9, 2015 | 12:30 pm to 2:30 pm

Small and medium enterprises (SMEs) account for approximately 90% of global businesses and 50% of employment, representing key engines of job creation and economic growth, both in the U.S. and in developing countries. There are around 200,000 businesses in the U.S. with $10-200m in annual revenue - a market which is highly fragmented and underserved by the banks. Additionally, more than 17 million formal SMEs in emerging markets have unmet credit needs, with a “funding gap” estimated to be between $900 billion and $1.1 trillion. These companies make up a large and deep market for non-bank lenders to service. During this interactive session, you will gain fresh insights into:

  • The market opportunity for small business lending, and they key opportunities and challenges in the area
  • Navigating the lack of liquidity in small & medium-sized markets
  • How to communicate better with the small business market, to increase your level of originations
  • How relevant BDCs are in a senior debt lending world

With a widening acceptance of specialty finance capital for small businesses, and with more sophisticated investors becoming involved, the area will mature, be better regulated and better understood. You will leave this workshop with insights into how the market will develop, and how you can profit from this huge market opportunity.

Jason Bross

Jason Bross

Chief Operating Officer

LATITUDE20 CAPITAL PARTNERS

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Chris Hurn

Chris Hurn

Founder & CEO

FOUNTAINHEAD COMMERCIAL CAPITAL

View More

Jason Block

Jason Block

Partner

FREEDOM 3 CAPITAL

View More

PRE-SUMMIT STRUCTURED NETWORKING SESSION

1-ON-1 SPEED NETWORKING

Wednesday September 9, 2015 | 2:45 pm to 4:00 pm

Join us for a series of speed networking!  This exclusive element of the program will feature concise and focused face-to-face meetings, where business owners and finance providers will connect and evaluate the potential for mutual business endeavors.  

Information about other participants’ business plans and objectives will be available, enabling you to meet with the people whose interests are most closely aligned with your own. The 1-on-1 meetings will allow you to establish relevant new contacts and generate fresh business opportunities.

NETWORKING LUNCHEON

LEVERAGING FINTECH TO MORE EFFICIENTLY ORIGINATE BUSINESS

Thursday September 10, 2015 | 12:45 pm to 1:45 pm

This workshop will provide an open forum to discuss how you can use big data and robust analytics to lower your cost of acquiring customers and more efficiently provide credit. The session will give you valuable new insights into:

  • Which technologies are driving the fin tech boom
  • How fintech can be used by specialty finance companies to originate more business at lower costs
  • Whether the use of big data to underwrite credit risk will survive a downturn
  • The effect of fintech on specialty finance M&A Integrating small business software with credit applications, to achieve a seamless download of a small business’ accounting records
  • How to apply fintech across your whole business process, from origination to credit underwriting, in a way that supports your business model

This session will familiarize you with how to use robust data sets, and challenge historical norms about how to underwrite loans, to generate new customers in a more efficient and profitable way.

Albert Periu

Albert Periu

Head of Capital Markets

FUNDING CIRCLE

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Glenn Goldman

Glenn Goldman

CEO

CREDIBLY

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Sponsors

Media Partners

  • Register by

    Conference Only

    Individual Workshop

    Full Conference & Workshop Pass

    One-on-One Networking Pass

  • June 30, 2015

    $999

    $249

    $1,895

    $399

  • July 31, 2015

    $1,099

    $299

    $1,995

    $399

  • August 31, 2015

    $1,199

    $349

    $2,195

    $399

  • September 9, 2015

    $1,299

    $399

    $2,495

    $399

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
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Robert Glanville

Robert Glanville

Founding Partner & Managing Director, Financial Services Investment Team

PINE BROOK PARTNERS

View More

David Aidi

David Aidi

Partner

ATALAYA CAPITAL MANAGEMENT

Mr. Aidi has extensive experience in alternative credit investing and has deep experience executing specialty finance

View More

Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

Kurt Carlton is the CTO of Sherman Bridge Lending, a finance company designed to fulfill the needs of borrowers who

View More

Albert Periu

Albert Periu

Head of Capital Markets

FUNDING CIRCLE

Albert leads Funding Circle's Capital Markets team and is responsible for the structuring, execution and distribution

View More

Joshua D. Harlan

Joshua D. Harlan

Managing Member

HARLAN CAPITAL PARTNERS

Joshua D. Harlan is founder and managing partner of Harlan Capital Partners LLC, an investment firm focused on niche

View More

Dev Gopalan

Dev Gopalan

Director & Head of U.S. Private Credit

KKR ASSET MANAGEMENT

Dev Gopalan (New York) joined KKR in 2010 and is a Director of KKR Asset Management. Mr. Gopalan serves as head of US

View More

Arjun Thimmaya

Arjun Thimmaya

Managing Director, Financial Services

WARBURG PINCUS

Arjun Thimmaya is based in New York, joined Warburg Pincus in 2008 and focuses on investments in the financial services

View More

John Fruehwirth

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

John Fruehwirth is the Managing Partner of Rotunda Capital Partners. Since founding RCP in 2008, they have completed

View More

Eric Hanson

Eric Hanson

Senior Managing Director

MACQUARIE CAPITAL

Eric Hanson joined Macquarie Capital in 2010 as Senior Managing Director and Head of Specialty Finance. Prior to

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

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

Chris Cary

Chris Cary

Director, Hedge Fund Assessments

S&P GLOBAL RATINGS

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

Timothy E. Johnson

Timothy E. Johnson

Partner

KPMG

Tim has provided deal advisory services on over 100 transactions in the financial services sector at KPMG. Tim leads

View More

Alexander Wright

Alexander Wright

Managing Director

APOLLO MIDDLE MARKET LENDING

Prior to joining Apollo, Mr. Wright was with GSC Group where he served in a variety of different roles mostly recently

View More

BJ Lackland

BJ Lackland

CEO

LIGHTER CAPITAL

BJ Lackland is the CEO of Lighter Capital, an alternative debt provider for growing technology companies. Previously,

View More

Jason Bross

Jason Bross

Chief Operating Officer

LATITUDE20 CAPITAL PARTNERS

Mr. Bross has in excess of 18 years of financial and asset management experience and in his capacity as Chief Operating

View More

Jim Miller

Jim Miller

Partner

ARES MANAGEMENT

Mr. Miller is a Partner in the Ares Direct Lending Group, where he focuses on U.S. direct lending. Additionally, Mr.

View More

Curtis Glovier

Curtis Glovier

Managing Director

FORTRESS INVESTMENT GROUP

Mr. Glovier is a Managing Director at Fortress Investment Group and is responsible for the private equity effort within

View More

Melanie Gnazzo

Melanie Gnazzo

Partner

CHAPMAN & CUTLER LLP

Melanie Gnazzo is a partner at Chapman and Cutler LLP in the Asset Securitization, Lease Finance and Tax practice

View More

Robert Siegel

Robert Siegel

Partner and Chair of Commercial Finance Practice

BILZIN SUMBERG

Robert M. Siegel is a Partner in the Corporate and Business Finance & Restructuring Groups and is the Chair of our

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

Eric Thaller

Eric Thaller

Vice President of Investor Services

PROSPER MARKETPLACE

Eric Thaller is Vice President of Investor Services at Prosper Marketplace. In this role, Eric is responsible for

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Glenn Goldman

Glenn Goldman

CEO

CREDIBLY

Glenn Goldman is the CEO of Credibly, an emerging Fintech platform that leverages data science and analytics to improve

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James Herbert

James Herbert

Co-Founder & President

LENDINGHOME

LendingHome is James’ third real estate start-up. Before co-founding LendingHome, James started a residential real

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Vladimir M. Gutin

Vladimir M. Gutin

Partner

TZP CAPITAL

Vlad Gutin began his career in 1990 as a Research Assistant at The Board of Governors of the Federal Reserve System.

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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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Chris Hurn

Chris Hurn

Founder & CEO

FOUNTAINHEAD COMMERCIAL CAPITAL

Chris Hurn is Founder/CEO of Fountainhead Commercial Capital, a nationwide non-bank commercial lender specializing in

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James  Viceconte

James Viceconte

Portfolio Manager—Global Opportunistic Finance Strategy

ALLIANCEBERNSTEIN

James Viceconte is a Managing Director and Portfolio Manager of the Global Opportunistic Finance Strategy. Prior to

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Jack Reilly

Jack Reilly

Partner

ARES MANAGEMENT

Jack is a Partner at Ares Management LLC and CEO of Ares Commercial Finance Business. Previously Jack was President,

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Jim Keller

Jim Keller

CFO

COLLEGE AVE STUDENT LOANS

Jim has over 25 years of experience in the financial services industry. He was most recently a Senior Managing Director

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Harish Nataraj

Harish Nataraj

Managing Director

ANGELO GORDON

Harish Nataraj is a Managing Director in Angelo, Gordon’s private equity area. He joined the firm in 2007 and

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Matthew Perkins

Matthew Perkins

Senior Managing Director

GUGGENHEIM SECURITIES, LLC

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Monty Cook

Monty Cook

Managing Director

THL CREDIT ADVISORS

Mr. Cook is a Managing Director of THL Credit. He is responsible for transaction origination, underwriting and

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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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Jason Block

Jason Block

Partner

FREEDOM 3 CAPITAL

Jason Block is the Founding Partner and CIO of F3C and has 18 years of experience investing in private credit and

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Jason van Dussen

Jason van Dussen

Managing Director, Head of Capital Markets

GOLUB CAPITAL

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