5th Specialty Finance Summit

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About The Conference

iGlobal Forum is pleased to announce the upcoming 5th Specialty Finance Summit, taking place in New York on January 12th and 13th, 2016. New technological developments in the sector and a major change in players with GE’s $40B exit from the retail finance industry have completely shifted the opportunity set. As small businesses are on the rise and the demand for consumer credit is continuously on the upswing, the traditional banking sector can no longer meet demand, leaving a funding gap worth billions in small deals through origination and packaged securities. Third party lenders are filling the void left by traditional lending practices through emerging strategies both online and in person, and across all emerging industries. The summit will provide you with the opportunity to hear directly from the leading dealmakers in the industry, and arm yourself with the most effective strategies to close deals and find the best lending opportunities in an increasingly competitive marketplace. The event will provide you with a platform to meet and network with 200+ leading senior executives from specialty finance companies, marketplace lenders, BDCs, SBICs, private equity firms, hedge funds, senior lenders, and asset managers.

Key Topics Covered

  • New growth resulting from the GE exit in the specialty finance space, and the impact this has had on the credit cycle
  • Hear how Peer-to-Peer lending is affecting the sector, and how VC money flowing in is affecting the available lending opportunities
  • The sustainability of online marketplace lending, and how this part of the sector will react in a market downturn
  • Investing in the middle market, SME’s, and growth companies – how are BDC’s affecting the growth of these small businesses?
  • Real estate opportunities on the rise in the specialty finance sector: CMBS loans and REITs
  • Learn about the new and emerging niche asset classes developing in the lending industry
  • Explore how to most effectively leverage new FinTech developments for your own company’s growth

Network With Leading

  • Specialty finance companies
  • Marketplace lenders
  • BDCs
  • SBICs
  • Private equity firms
  • Hedge funds
  • Wealth management firms
  • Senior lenders
  • Asset managers
  • Venture capital firms
8:00 am - REGISTRATION & NETWORKING BREAKFAST
9:00 am - CHAIRPERSON’S WELCOME AND OPENING REMARKS
9:15 am - KEYNOTE INTERVIEW: A RENEWED LOOK AT SPECIALTY FINANCE FOR 2016
  • Thoughts & challenges in the current credit cycle
  • Discuss the regulatory environment & what to expect for 2016
  • The effect of online marketplace lending in the specialty finance sector
  • Learn how private equity players are evaluating specialty finance businesses and monitoring them post acquisition
  • Opportunities for specialty finance players and the outlook for 2016
Art Peponis

Art Peponis

Head of Private Equity & Special Situations

ANGELO GORDON

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Robert Siegel

Interviewed By:

Robert Siegel

Partner and Chair of Commercial Finance Practice

BILZIN SUMBERG

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10:00 am - THE EXPANSION OF THE ONLINE LENDING MARKETPLACE
  • Learn the differences between marketplace lending and traditional lending and what differentiates one marketplace lender from another
  • Explore how investors can evaluate marketplace lenders and their portfolios
  • Diversity in the marketplace: how important is it and why?
  • Is it too late for new entrants into marketplace lending?
  • Discuss if consolidation is inevitable, and what triggers might be driving it
Charles Anderson

Charles Anderson

Chief Operating Officer

CURRENCY CAPITAL

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Morgan Edwards

Morgan Edwards

Chief Financial Officer

COMMONBOND

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Brendan Carroll

Brendan Carroll

Senior Partner and Co-Founder

VICTORY PARK CAPITAL

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Joseph DePaulo

Joseph DePaulo

CEO & Co-Founder

COLLEGE AVE STUDENT LOANS

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Melanie Gnazzo

Moderator:

Melanie Gnazzo

Partner

CHAPMAN & CUTLER LLP

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10:45 am - MORNING NETWORKING BREAK

* 1-on-1 Networking Session. Alongside the networking break, the event will be running a series of concise meetings, where business owners and finance providers will connect and evaluate the potential for mutual business endeavors. (Pre-registration is required to attend this session.)

11:30 am - INVESTING IN SME'S: THE FUTURE OF MIDDLE MARKET LENDING
  • Equity partnerships vs. debt agreements: what does the future of specialty finance hold?
  • Learn how traditional lenders are utilizing technological developments to assist in the lending and origination processes through creative channels
  • The impact BDCs are having on the middle market industry
  • Developing fund requirements: the trend toward larger deals, and continuing to find yield
  • Investing by size: the impact growth companies are having on the industry, and overcoming the investment risk
Dev Gopalan

Dev Gopalan

Director & Head of U.S. Private Credit

KKR ASSET MANAGEMENT

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Steve Migliero

Steve Migliero

Co-CEO

CRYSTAL FINANCIAL

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Will Tumulty

Will Tumulty

Chief Executive Officer

RAPIDADVANCE

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Andrea L. Petro

Moderator:

Andrea L. Petro

Executive Vice President / Division Manager, Lender Finance

WELLS FARGO CAPITAL FINANCE

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12:15 pm - EMERGING ASSET CLASSES RECONSTRUCTING THE SPECIALTY FINANCE SECTOR
  • Burgeoning subsectors affecting the specialty finance industry: how are these new classes redirecting funding?
  • Discuss new off-the-run opportunities providing unexpected returns
  • Evolving capital structures and how business models are adjusting
  • The frothiness of the market: is competition in the marketplace making it too difficult to secure deals?
Jason Bross

Jason Bross

Chief Operating Officer

LATITUDE20 CAPITAL PARTNERS

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Stewart W. Hayes

Stewart W. Hayes

Senior Vice President, Lender Finance

WELLS FARGO CAPITAL FINANCE

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Eric Hanson

Eric Hanson

Senior Managing Director

MACQUARIE CAPITAL

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Joel Magerman

Joel Magerman

CEO & Managing Partner

BRYANT PARK CAPITAL

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Todd Hirsch

Todd Hirsch

Senior Managing Director, Tactical Opportunities

BLACKSTONE

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Todd R. Plotner

Moderator:

Todd R. Plotner

Partner

CHAPMAN AND CUTLER LLP

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1:00 pm - NETWORKING LUNCHEON
2:15 pm - ROUNDTABLE DISCUSSIONS

These sessions will provide you with a unique opportunity to discuss the most pertinent business trends in the specialty finance industry with your peers. This quick session is designed to share your expertise with a small, intimate group of attendees, and give you a chance to directly interact with the experts leading the sector. Choose between one of the following sessions:

Roundtable 1

FINDING THE SMART INVESTMENT IN A CROWDED SECTOR

  • Discuss geographies and regions best fulfilling investor appetites
  • Hear the new asset classes on the horizon for investors
  • Learn the most successful underwriting strategies being employed to secure the best deals
  • Increased competition in the marketplace
  • Opportunities available in the Middle Market and Direct Lending sector

 

James K. Hunt

James K. Hunt

Managing Partner & CEO Middle Market Credit

KAYNE ANDERSON CAPITAL ADVISORS, L.P.

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Jeffrey B. Marron

Jeffrey B. Marron

CEO & Managing Partner

SHERIDAN ASSET MANAGEMENT, LLC

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Roundtable 2

DIVERSIFYING FUNDING SOURCES: UTILIZING NEW FORMS OF CAPITAL

  • Learn the most effective methods for securing the right amount of funding for specialty finance companies to ensure growth
  • Discuss the different funding options for sourcing capital in P2P and pure specialty finance lending
  • Is there a role in crowdfunding in the capital space?
  • With the exit of GE, who is now funding SF companies? How do you find these sources if starting from scratch and utilizing the void left?
  • Learn the best strategies for sourcing new investors
  • How to find capital, and secure long-term relationships to continue providing loans to borrowers
John Uhlein

John Uhlein

Managing Principal

GRENADIER CAPITAL LLC

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Vincent Caintic

Vincent Caintic

Specialty Finance Analyst & Associate Director of Research

MACQUARIE CAPITAL

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3:00 pm - AFTERNOON NETWORKING BREAK
3:20 pm - EXPANDING LENDING IN THE SECONDARY AND TERTIARY MARKETS
  • Discover asset classes providing the best returns internationally
  • Discuss emerging geographies on the rise, and how to best navigate the international marketplace to find returns – how do these varying markets compare to the US? 
  • Focus on: Latin America and Europe
  • Are emerging markets affecting domestic and traditional deals?
  • Comparing deal activity between sectors
  • How new technological developments are increasing the accessibility of the international marketplace
  • The effect local funding sources have on pricing levels for developing market opportunities
James  Viceconte

James Viceconte

Portfolio Manager—Global Opportunistic Finance Strategy

ALLIANCEBERNSTEIN

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John Hartzell

John Hartzell

Managing Partner

MILTON POINT CAPITAL

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Stacey Schachter

Moderator:

Stacey Schachter

President

VION INVESTMENTS

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4:00 pm - CLOSING THE DEAL: BREAKING DOWN THE GE EXIT, AND THE FUTURE OF SPECIALTY FINANCE

Ephraim Rudman, executive within GE, will explain the process and discuss a few of the major recent sales within the specialty finance industry. Here we will cover the impact these sales have had, and expectations for how GE’s exit will impact future deal structures and opportunities for those competing in the space. This session will outline the biggest shift this industry has seen, and what changes to expect for 2016.

Ephraim Z. Rudman

Ephraim Z. Rudman

Managing Director, Business Development Leader

GE CAPITAL CORPORATION

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4:30 pm - CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION

Keynote Speakers

Art Peponis

Art Peponis

Head of Private Equity & Special Situations

ANGELO GORDON

Arthur Peponis joined Angelo, Gordon in 2009 and is Head of the firm’s private equity area. He is a Managing

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Speakers

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

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

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

Ephraim Z. Rudman

Ephraim Z. Rudman

Managing Director, Business Development Leader

GE CAPITAL CORPORATION

Ephraim Rudman is Head of Business Development/Mergers & Acquisitions for GE Capital Americas (GECA), which

View More

Charles Anderson

Charles Anderson

Chief Operating Officer

CURRENCY CAPITAL

Charles Anderson has more than a decade of experience in the specialty finance industry. He is currently the Chief

View More

Vincent Caintic

Vincent Caintic

Specialty Finance Analyst & Associate Director of Research

MACQUARIE CAPITAL

Vincent Caintic is the Senior Equity Research Analyst covering the Specialty Finance sector, as well as the

View More

Steve Migliero

Steve Migliero

Co-CEO

CRYSTAL FINANCIAL

Steven Migliero is a Senior Managing Director of Crystal Financial and is responsible for leading the originations

View More

John Uhlein

John Uhlein

Managing Principal

GRENADIER CAPITAL LLC

Mr. Uhlein is the Managing Principal of Grenadier Capital LLC, a boutique merchant banking firm focused on the

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

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

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

Morgan Edwards

Morgan Edwards

Chief Financial Officer

COMMONBOND

Morgan brings more than 25 years of experience across financial services. Prior to CommonBond, Morgan spent the

View More

Joel Magerman

Joel Magerman

CEO & Managing Partner

BRYANT PARK CAPITAL

Joel has been Chairman & CEO of Bryant Park Capital since 2001 and became the majority shareholder in 2003.

View More

John Hartzell

John Hartzell

Managing Partner

MILTON POINT CAPITAL

John Hartzell is the Founder and Managing Partner at Milton Point Capital, a New York based global financial

View More

James K. Hunt

James K. Hunt

Managing Partner & CEO Middle Market Credit

KAYNE ANDERSON CAPITAL ADVISORS, L.P.

Mr. Hunt is Managing Partner and CEO of Kayne Anderson’s Middle Market Credit business which finances US middle

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

Kathryn Petralia

Kathryn Petralia

COO & Co-Founder

KABBAGE, INC.

Kathryn has spent the past 20 years working with startups and established companies focused on credit, payments,

View More

Will Tumulty

Will Tumulty

Chief Executive Officer

RAPIDADVANCE

Will joined Rapid Advance as CEO in 2015 after 10 years in the prepaid debit card industry in various C-level

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

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

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

Jeffrey B. Marron

Jeffrey B. Marron

CEO & Managing Partner

SHERIDAN ASSET MANAGEMENT, LLC

Jeffrey Marron is the Managing Partner of Sheridan Asset Management, which he founded in May 2002. He serves as

View More

Joseph DePaulo

Joseph DePaulo

CEO & Co-Founder

COLLEGE AVE STUDENT LOANS

Joe DePaulo is the Co-Founder and CEO of College Ave Student Loans. A financial services veteran, he previously

View More

Brendan Carroll

Brendan Carroll

Senior Partner and Co-Founder

VICTORY PARK CAPITAL

Brendan Carroll is a Senior Partner at VPC, which he co-founded in 2007. He is responsible for sourcing,

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

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

Todd Hirsch

Todd Hirsch

Senior Managing Director, Tactical Opportunities

BLACKSTONE

View More

PRE-SUMMIT WORKSHOP A

THE ROLE OF BDCS IN THE SPECIALTY FINANCE SECTOR

Tuesday January 12, 2016 | 9:30 am to 11:30 am

This workshop will discuss the future of BDCs in their relationship with the specialty finance industry, and how new partnerships are evolving to assist both sides in finding consistent returns regardless of capital market activities. This workshop will give you a hands-on guide from both perspectives in these partnerships, and help to navigate the industry effectively.

  • Learn who is providing capital to BDCs, and how to assist in BDC growth while also finding sustainable returns
  • Hear how BDCs are navigating the issue of liquidity, and utilizing the fresh capital specialty finance companies are bringing into the industry to stimulate continued growth 
  • Discover how BDCs target the right growth companies for solid returns, and which markets are providing the best returns
  • Opportunities in expanding beyond first-lien senior loans
  • Niche industries and asset classes developing from working in the specialty finance sector
  • Diversifying your portfolio further by including BDCs
Scott M. Rosen

Scott M. Rosen

Partner

SOLAR CAPITAL

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PRE-SUMMIT WORKSHOP B

NEW FINTECH DEVELOPMENTS DISRUPTING THE SPECIALTY FINANCE SECTOR

Tuesday January 12, 2016 | 12:30 pm to 2:30 pm

New technological developments have changed the way professionals are interacting, getting information, and raising and investing capital across industries. Here you will learn how to most effectively use these new technologies to lower your costs of doing business within the specialty finance sector. Immediate and constant connection to a wealth of information has provided the specialty finance world with unprecedented opportunity, and leveraging these developments will help you stay competitive in a changing marketplace. In this workshop, we will cover:

  • The use of data analytics to determine better investment opportunities
  • How to originate new loans and drive a fresh customer base to you at a lower cost
  • Fundraising options moving online – the future of crowdfunding
  • Marketplace platforms as a source for debt returns in P2P lending
  • Expanding opportunities in new asset classes and the creative ways to reach them
  • Integrating new technologies into your own business model to more efficiently generate new business and serve your existing customer base
Kathryn Petralia

Kathryn Petralia

COO & Co-Founder

KABBAGE, INC.

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PRE-SUMMIT NETWORKING SESSION

ONE-ON-ONE NETWORKING SESSIONS

Tuesday January 12, 2016 | 3:00 pm to 4:15 pm

Join us for our speed networking series in this exclusive part of the program. Here you will sign up for concise and focused one-on-one meetings, where business owners and finance providers will connect and evaluate the potential for mutual business endeavors.

We will provide you with information on all of the other participants to allow you to choose the most relevant and focused meetings during this time on site. This part of the program is a unique and focused way to help you establish relevant new contacts and generate fresh business opportunities.

 

 

LUNCHEON WORKSHOP

REAL ESTATE OPPORTUNITIES IN THE SPECIALTY FINANCE SECTOR

Wednesday January 13, 2016 | 1:15 pm to 2:15 pm

Real estate is providing huge opportunities in the specialty finance sector now, expanding in varying forms of equity and debt, in both the consumer and commercial spaces. In this workshop, you will hear form the experts on how to navigate this space, focusing on the developments in:

  • How to tap into the developing single-family rental market and financing for real estate investors
  • CMBS loans: where do we go from here? Continuing to find the best returns in a crowded space
  • Future in Non-QM loans
  • Utilizing the continued use of triple net leases and leveraged lease arrangements in the retail sector
  • Learning to stay competitive by most effectively utilizing the smaller individual consumer and commercial loans
Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

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Sponsors

Media Partners

  • Register by

    Conference Only

    Individual Workshop

    Full Conference & Workshop Pass

    One-on-One Networking Pass

  • November 25, 2015

    $999

    $249

    $1,895

    $399

  • December 15, 2015

    $1,199

    $299

    $1,995

    $399

  • January 1, 2016

    $1,299

    $349

    $2,295

    $399

  • January 12, 2016

    $1,399

    $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
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.

 

To make a reservation under iGlobal Forum's room block, please call 212-838-8000 and mention iGlobal Forum's 5th Specialty Finance Summit. Guests may also send reservation requests to thepierreres.ny@tajhotels.com.

Please note that the deadline for all reservations is December 23rd, 2015.

 

 

Art Peponis

Art Peponis

Head of Private Equity & Special Situations

ANGELO GORDON

Arthur Peponis joined Angelo, Gordon in 2009 and is Head of the firm’s private equity area. He is a Managing Director

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

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

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

Ephraim Z. Rudman

Ephraim Z. Rudman

Managing Director, Business Development Leader

GE CAPITAL CORPORATION

Ephraim Rudman is Head of Business Development/Mergers & Acquisitions for GE Capital Americas (GECA), which was GE

View More

Charles Anderson

Charles Anderson

Chief Operating Officer

CURRENCY CAPITAL

Charles Anderson has more than a decade of experience in the specialty finance industry. He is currently the Chief

View More

Vincent Caintic

Vincent Caintic

Specialty Finance Analyst & Associate Director of Research

MACQUARIE CAPITAL

Vincent Caintic is the Senior Equity Research Analyst covering the Specialty Finance sector, as well as the Associate

View More

Steve Migliero

Steve Migliero

Co-CEO

CRYSTAL FINANCIAL

Steven Migliero is a Senior Managing Director of Crystal Financial and is responsible for leading the originations team

View More

John Uhlein

John Uhlein

Managing Principal

GRENADIER CAPITAL LLC

Mr. Uhlein is the Managing Principal of Grenadier Capital LLC, a boutique merchant banking firm focused on the

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

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

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

Morgan Edwards

Morgan Edwards

Chief Financial Officer

COMMONBOND

Morgan brings more than 25 years of experience across financial services. Prior to CommonBond, Morgan spent the last

View More

Joel Magerman

Joel Magerman

CEO & Managing Partner

BRYANT PARK CAPITAL

Joel has been Chairman & CEO of Bryant Park Capital since 2001 and became the majority shareholder in 2003. During

View More

John Hartzell

John Hartzell

Managing Partner

MILTON POINT CAPITAL

John Hartzell is the Founder and Managing Partner at Milton Point Capital, a New York based global financial advisory

View More

James K. Hunt

James K. Hunt

Managing Partner & CEO Middle Market Credit

KAYNE ANDERSON CAPITAL ADVISORS, L.P.

Mr. Hunt is Managing Partner and CEO of Kayne Anderson’s Middle Market Credit business which finances US middle

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

Kathryn Petralia

Kathryn Petralia

COO & Co-Founder

KABBAGE, INC.

Kathryn has spent the past 20 years working with startups and established companies focused on credit, payments,

View More

Will Tumulty

Will Tumulty

Chief Executive Officer

RAPIDADVANCE

Will joined Rapid Advance as CEO in 2015 after 10 years in the prepaid debit card industry in various C-level positions

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

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

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

Jeffrey B. Marron

Jeffrey B. Marron

CEO & Managing Partner

SHERIDAN ASSET MANAGEMENT, LLC

Jeffrey Marron is the Managing Partner of Sheridan Asset Management, which he founded in May 2002. He serves as CEO and

View More

Joseph DePaulo

Joseph DePaulo

CEO & Co-Founder

COLLEGE AVE STUDENT LOANS

Joe DePaulo is the Co-Founder and CEO of College Ave Student Loans. A financial services veteran, he previously served

View More

Brendan Carroll

Brendan Carroll

Senior Partner and Co-Founder

VICTORY PARK CAPITAL

Brendan Carroll is a Senior Partner at VPC, which he co-founded in 2007. He is responsible for sourcing, evaluating and

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

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

Todd Hirsch

Todd Hirsch

Senior Managing Director, Tactical Opportunities

BLACKSTONE

View More

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