6th Specialty Finance Summit

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About The Conference

iGlobal Forum is pleased to announce our upcoming 6th Specialty Finance Summit, taking place in New York on September 7th and 8th. Opportunities within the specialty finance space are shifting as alternative lenders become more active, and online marketplace lenders draw in customers of their own. New fintech developments are fighting for survival in a competitive space as valuations affect the success of investments, and investors look forward for strategies to protect their capital in the event of a downturn market. Shifting investment trends, the global impact of the Brexit vote, and national macroeconomic trends are greatly affecting the availability of investments and capital, and building out the popularity of niche sectors providing unexpected opportunities. Demand in the middle market is still on the rise, but standing out has never been more important. At the upcoming summit, you will have the opportunity to meet and network with 200+ senior-level executives from leading: specialty finance companies, marketplace lenders, BDCs, SBICs, private equity firms, hedge funds, wealth management firms, senior lenders, asset managers, and venture capital firms.

Key Topics Covered

  • Recent macroeconomic trends and geopolitical events impacting the specialty finance industry
  • Parse the players in the market, and analyze the shifts toward new niche investment sectors as investors respond
  • Strategies for customer origination online and utilizing digital marketing for your own benefit
  • Update on traditional middle market lending, online marketplace lending, and new fintech developments that will affect your investments
  • Discussing the effect Dodd-Frank, Basel III, and the CFPB continue to have on the specialty finance industry
  • Learning new fundraising strategies both in-person and online 
  • Valuation trends between private and public, and expectations on interest rates and IPO

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: MACROECONOMIC TRENDS, THE CREDIT CYCLE AND THE IMPACTS ON THE SPECIALTY FINANCE INDUSTRY
  • Expectations of rising interest rates, and the potential for a rise in defaults
  • Quality of existing portfolios, the benign credit environment, and what to expect in 2017
  • The impact of long-term low interest rates on insurance companies and pension funds, and the impact on liquidity in the specialty finance sector
  • Concerns and benefits of regulation in the banking sector and the specialty finance industry
  • Regulations on the fintech industry, and the future of online lending
  • Opportunities and volatility in the oil & gas market and the heavy metal industry, and how to navigate both sectors 
  • Banks exiting from commodities, and dissecting exposure 
Andrea L. Petro

Andrea L. Petro

Executive Vice President / Division Manager, Lender Finance

WELLS FARGO CAPITAL FINANCE

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David Grende

Interviewed By:

David Grende

President & CEO

SIENA LENDING GROUP LLC

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10:00 am - THE INVESTOR OUTLOOK: TRADITIONAL MIDDLE MARKET LENDING AND SMES
  • Alternative asset classes investors are looking to for continued returns, and declining confidence in traditionally stable areas
  • Understanding the investor appetite for specialty finance companies and those that are not yet profitable
  • Positioning yourself within the credit cycle, and successfully utilizing unsecured consumer credit
  • A look internally at where investors are putting their money, and how far beyond specialty finance investors need to look to find enough high yield opportunities
  • Analyzing the cost of debt and equity capital
  • Examining the traditional and new players in the market, and how they are impacting pricing
Scott M. Rosen

Scott M. Rosen

Partner

SOLAR CAPITAL

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Philip Nanney

Philip Nanney

Vice President

VICTORY PARK CAPITAL

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Lee Stern

Lee Stern

Managing Director

MONROE CAPITAL LLC

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Rana Mitra

Rana Mitra

Managing Director

ATALAYA CAPITAL MANAGEMENT

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Mark Brent Joachim

Moderator:

Mark Brent Joachim

Partner

ARENT FOX LLP

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10:45 am - MORNING NETWORKING BREAK

* 1-on-1 Networking Session. Alongside the networking break, we 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 - ONLINE MARKETPLACE LENDING AND FINTECH'S IMPACT ON SPECIALTY FINANCE
  • Discuss the current state of the online lending marketplace, and the traits of platforms that are winning out in an overly competitive space
  • Analyze and compare the success of the P2P vs. the B2B space, and why so many new platforms have failed
  • The cooling of IPO market within fintech: understanding current valuations and tempering expectations of new fintech companies to ensure long-term durability
  • Understanding the impact of such easily available capital to the consumer, and the possible responses in the event of a downturn
  • Demand for marketplace lending whole loans and ABS issuances
Mark Rockefeller

Mark Rockefeller

CEO, Co-Founder

STREETSHARES

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Jim Keller

Jim Keller

CFO

COLLEGE AVE STUDENT LOANS

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Robert Lin

Robert Lin

President & CEO

SEABURY TFX

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Matthew Perkins

Matthew Perkins

Senior Managing Director

GUGGENHEIM SECURITIES, LLC

View More

Melanie Gnazzo

Moderator:

Melanie Gnazzo

Partner

CHAPMAN & CUTLER LLP

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12:15 pm - THE OPPORTUNITIES ACROSS SECTORS FOR SPECIALTY FINANCE
  • Update on specialty lending classes – focus on the current state of equipment finance, consumer credit, asset-based lending, auto finance, factoring, etc.
  • Consumer vs. commercial specialty finance opportunities
  • Discuss varying strategies dependent on geography and company size
  • Finding a growing market, and defining which trends will continue to provide revenue into 2017
  • Evaluating new technologies helping to automate the underwriting process, and new forms of lending that have responded to the unfulfilled demand in small businesses
Matthew Kelty

Matthew Kelty

Managing Partner

LNC PARTNERS

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Scott Winicour

Scott Winicour

Co-President

GIBRALTAR BUSINESS CAPITAL

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Sam Ellis

Sam Ellis

CEO

DRIVERUP

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Steve Curwin

Steve Curwin

Chief Executive Officer

MIDCAP FINANCIAL

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Stewart W. Hayes

Moderator:

Stewart W. Hayes

Senior Vice President, Lender Finance

WELLS FARGO CAPITAL FINANCE

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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. These sessions are designed to allow you to share your expertise with a small, intimate group of attendees, and directly interact with experts leading the sector. Choose between one of the following topics:

Roundtable 1

NEW STRATEGIES FOR FUNDRAISING IN A COMPETITIVE MARKET

  • The most effective ways to access capital
  • Strategies and required equity for successful fundraising
  • Exploring how fundraising will evolve in 2017, and what you can expect from capital sources
  • The availability of debt capital for lending vs. equity
  • Understanding the bank processes and the varied strategies associated with raising capital specifically for specialty finance
John Fruehwirth

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

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Chris Cary

Chris Cary

Director, Hedge Fund Assessments

S&P GLOBAL RATINGS

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Terry Ragsdale

Terry Ragsdale

Chief Financial Officer

LSQ FUNDING GROUP

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Roundtable 2

EXPLORING ESOTERIC SECTORS DRAWING A CROWD

  • Looking at new niche opportunities that are providing high yield returns as competition increases in the space – focus on: clean energy, consumer finance, trade finance, etc.
  • Discuss geographies that are providing returns beyond expectations
  • Breaking down the process and opportunity of consumers lending against assets they don’t want to sell
  • Learn how the underwriting and deal structuring process differs in smaller asset classes
  • Diversifying your portfolio between large and small deals
Jason Bross

Jason Bross

Chief Operating Officer

LATITUDE20 CAPITAL PARTNERS

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Jeff Eckel

Jeff Eckel

Chairman, President & CEO

HANNON ARMSTRONG

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3:00 pm - AFTERNOON NETWORKING BREAK
3:20 pm - ASSET VALUATION FOR 2017: FINDING THE BEST DEAL WITH THE RIGHT GROWTH EXPECTATIONS
  • Private vs. public M&A: how valuations compare and where investors are finding the best deals today and for 2017
  • Evaluating how the anticipated rate rise impacted valuations, and the effect expectations had on the value of new companies
  • Understanding expected valuations for new companies, and how to value for fintech – where performance falls between commercial finance and Silicon Valley tech
  • Breaking down asset classes and expectations on high yield returns in both equity and debt
  • Responding to a potential downturn, and making up your portfolio with assets that can withstand potential defaults
  • The difference in valuation between balance sheet & marketplace lenders
Larry Marsiello

Larry Marsiello

Managing Director

PINE BROOK

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Neil Wolfson

Neil Wolfson

President and CEO

SF CAPITAL GROUP

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Joel Magerman

Joel Magerman

CEO & Managing Partner

BRYANT PARK CAPITAL

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Larry Chiavaro

Moderator:

Larry Chiavaro

Executive Vice President

FIRST ASSOCIATES

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4:00 pm - STAR DEALS & BEST PRACTICES: ANALYZING THE NEGOTIATION FRAMEWORK

G. Benjamin Bingham, Founder and CEO of 3Sisters Sustainable Management and Scarab Funds, as well as the author of Making Money Matter, will examine the negotiation process, due diligence, and funding strategies in a transaction that included environmental and social impact. This will be structured as an interactive case study, and provide a forum to explain the intricate processes involved, while also opening the floor for discussion. It will provide a tangible example of the concepts covered today, and give insight on how to apply these strategies from this successful transaction to your own.

  • Sourcing the deal
  • Navigating the challenges in negotiation and due diligence
  • Executing and finalizing the transaction
  • Monitoring and managing the relationship for success
G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

3 SISTERS SUSTAINABLE MANAGEMENT

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

Keynote Speakers

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

Speakers

David Grende

David Grende

President & CEO

SIENA LENDING GROUP LLC

David is a specialized lending executive with more than 30 years’ experience building and running asset based

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

Larry Marsiello

Larry Marsiello

Managing Director

PINE BROOK

Mr. Marsiello joined Pine Brook in April 2010 and is a managing director. He is dedicated to the commercial bank

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

Mark Rockefeller

Mark Rockefeller

CEO, Co-Founder

STREETSHARES

Mark L. Rockefeller is the Co-Founder & CEO of StreetShares, Inc., a venture-backed startup that uses social

View More

Scott Winicour

Scott Winicour

Co-President

GIBRALTAR BUSINESS CAPITAL

Mr. Winicour began his finance career in 1995 as an account executive at Gibraltar Financial Corporation (GFC), a

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

Jeff Eckel

Jeff Eckel

Chairman, President & CEO

HANNON ARMSTRONG

Mr. Eckel is President, CEO and Chairman of the Board of Hannon Armstrong (NYSE:HASI). Structured as a Real Estate

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 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

Stuart Denyer

Stuart Denyer

CEO

SHERMAN BRIDGE LENDING

Stuart’s current focus is on bridge lending and single family acquisition strategies. Prior to founding Sherman

View More

Sam Ellis

Sam Ellis

CEO

DRIVERUP

Sam Ellis is the President & Chief Executive Officer and member of the board of DriverUp, an online

View More

Marty Coyne

Marty Coyne

CTO

CONNECTED INVESTORS

Marty Coyne is the Chief Technology Officer of Connected Investors, the world's largest Real estate investing

View More

G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

3 SISTERS SUSTAINABLE MANAGEMENT

G. Benjamin Bingham CFP™ is the author of Making Money Matter…Impact Investing to Change the World. He is also

View More

Rana Mitra

Rana Mitra

Managing Director

ATALAYA CAPITAL MANAGEMENT

Rana Mitra is a Managing Director at Atalaya Capital Management, focused on making opportunistic credit and

View More

Neil Wolfson

Neil Wolfson

President and CEO

SF CAPITAL GROUP

Neil Wolfson is President and CIO of SF Capital Group, where he oversees all debt and equity investing, asset

View More

Terry Ragsdale

Terry Ragsdale

Chief Financial Officer

LSQ FUNDING GROUP

Terry Ragsdale is Chief Financial Officer of LSQ Funding Group and related entities, responsible for finance,

View More

Larry Chiavaro

Larry Chiavaro

Executive Vice President

FIRST ASSOCIATES

Larry Chiavaro is a Principal and the Executive Vice President at First Associates, the fastest growing loan

View More

Steve Curwin

Steve Curwin

Chief Executive Officer

MIDCAP FINANCIAL

Steve Curwin is a co-founder of MidCap Financial and its Chief Executive Officer. From 2008 through 2014 Mr.

View More

Matthew Kelty

Matthew Kelty

Managing Partner

LNC PARTNERS

Prior to co-founding LNC Partners, Mr. Kelty was a Principal at Allied Capital Corporation, where he was involved

View More

Brent P.W. Burgess

Brent P.W. Burgess

Chief Investment Officer

TRIANGLE CAPITAL CORPORATION

Mr. Burgess is a co-founder, Managing Director and Chief Investment Officer of Triangle Capital Corporation (NYSE:

View More

Rajneesh Vig

Rajneesh Vig

Managing Partner

TENNENBAUM CAPITAL PARTNERS

Mr. Vig is a Managing Partner of Tennenbaum Capital Partners, LLC and a member of its Management Committee. He is

View More

Robert Lin

Robert Lin

President & CEO

SEABURY TFX

Mr. Robert Lin serves as Founder and Chief Executive Officer of Seabury Trade Finance Exchange LLC (STFX). He has

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

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

Philip Nanney

Philip Nanney

Vice President

VICTORY PARK CAPITAL

Philip Nanney joined VPC in 2013 and is a Vice President. He is primarily responsible for sourcing, analyzing,

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

Chris Cary

Chris Cary

Director, Hedge Fund Assessments

S&P GLOBAL RATINGS

View More

Mark Brent Joachim

Mark Brent Joachim

Partner

ARENT FOX LLP

View More

Lee Stern

Lee Stern

Managing Director

MONROE CAPITAL LLC

Mr. Stern originates both sponsor and non-sponsor transactions in the Northeast region, and co-leads Monroe’s

View More

Matthew Perkins

Matthew Perkins

Senior Managing Director

GUGGENHEIM SECURITIES, LLC

View More

PRE-SUMMIT NETWORKING SESSIONS:

ONE-ON-ONE STRUCTURED NETWORKING

Wednesday September 7, 2016 | 9:30 am to 10:30 am

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.

 

PRE-SUMMIT WORKSHOP A:

ORIGINATING NEW CUSTOMERS & VISIBILITY THROUGH ONLINE DEVELOPMENT

Wednesday September 7, 2016 | 10:30 am to 12:30 pm

In this workshop, we will discuss the future of establishing your business, and the benefits new and existing companies can reap through the use of digital marketing. This will be an interactive group discussion in the process of:

  • The most effective means of digital marketing, and how to use them to make yourself known
  • Finding new customers online and the originations process
  • Breaking down the expected cost/benefit analysis of using these networks to your advantage, and exploring which new technologies will help your business succeed 
  • Understanding supplier networks and how they can help you find new business
  • Exploring opportunities in social media, paid searches, predictive analytics, and online partnerships to further your access to existing databases

You will leave this workshop with a much better understanding of how the online world is reinventing ways to get to the consumer, and be able to apply these new tactics to your own business. This will also act as a unique networking opportunity between your peers as well as the experts leading the industry.

John Uhlein

John Uhlein

Managing Principal

GRENADIER CAPITAL LLC

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Marty Coyne

Marty Coyne

CTO

CONNECTED INVESTORS

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PRE-SUMMIT WORKSHOP B:

DEEP DIVE INTO ALTERNATIVE LENDING DEVELOPMENTS & TRENDS

Wednesday September 7, 2016 | 1:30 pm to 3:30 pm

This workshop will give you insight into the alternative lenders leading specialty finance today, and break down their strategy and the impact they have had on the market. You will hear from the experts covering:

  • What sectors most BDCs and CLOs are focusing on now, and what specialty finance companies are doing to respond
  • BDC trade levels and challenges in raising additional equity
  • Understanding the regulations on commercial banks that have led to their rise in the industry
  • Are alternative lenders really unregulated? 
  • How alternative lenders are developing their businesses, and if pricing has changed
  • Liquidity in subordinated notes and structured product transactions
  • Where alternative lenders are investing now, and how they are preparing for another recession
  • Breakdown of the alternative portfolio: risk management, recession strategy, and beyond

You will have the opportunity to meet with the leaders in the alternative providers of credit, and get a much better understanding in how the specialty finance market is evolving. This workshop will allow you to be a part of the debate, and provide you with potential new business contacts along the way.

Rajneesh Vig

Rajneesh Vig

Managing Partner

TENNENBAUM CAPITAL PARTNERS

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Brent P.W. Burgess

Brent P.W. Burgess

Chief Investment Officer

TRIANGLE CAPITAL CORPORATION

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LUNCHEON WORKSHOP:

REAL ESTATE IN SPECIALTY FINANCE: REO VS. RENTAL, AND RETURNS IN CMBS AND RMBS

Thursday September 8, 2016 | 1:15 pm to 2:15 pm

Here we will discuss the new trends within real estate and opportunities in the specialty finance sector across asset classes. You will have the opportunity to network with your peers, and through an interactive group discussion, debate new demographic shifts. This workshop will provide the chance to:

  • Discuss how trends and demographic demands will shift in 2017
  • Debate the opportunities and returns across sectors in owned real estate vs. rental
  • Varied opportunities in returns between CMBS and RMBS, and the process in packaging
  • Explore the most successful sectors in real estate, and how to invest
  • Discover if a fallout in the securities market is on the horizon, and if this will have a major impact on returns in the real estate sector

You will leave this workshop with key new contacts within the industry, and a greater understanding of where to find returns through the combination of real estate and specialty finance.

Stuart Denyer

Stuart Denyer

CEO

SHERMAN BRIDGE LENDING

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Sponsors

Media Partners

  • Register by

    Conference Only

    Individual Workshop

    Full Conference & Workshop Pass

    Networking Pass

  • May 15, 2016

    $999

    $249

    $1,895

    $299

  • June 30, 2016

    $1,199

    $299

    $1,995

    $299

  • August 15, 2016

    $1,299

    $349

    $2,295

    $299

  • September 8, 2016

    $1,399

    $399

    $2,495

    $299

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 Roosevelt Hotel The Roosevelt Hotel

The Roosevelt Hotel

45 East 45th Street & Madison Avenue

New York, NY

 

212-661-9600

http://www.theroosevelthotel.com/

 

Experience the quintessential New York City hotel, where classic elegance meets contemporary luxury. Opened during the Jazz Age, The Roosevelt Hotel impresses with its grand architecture and spectacular interiors beautifully restored to their original brilliance. The "Grand Dame of Madison Avenue" is the pinnacle of classic New York City glamour and an iconic Manhattan landmark.

 

To make a reservation, please contact the hotel directly at 212-661-9600 or http://www.theroosevelthotel.com/ and request the best available rate.

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

David Grende

David Grende

President & CEO

SIENA LENDING GROUP LLC

David is a specialized lending executive with more than 30 years’ experience building and running asset based lending

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

Larry Marsiello

Larry Marsiello

Managing Director

PINE BROOK

Mr. Marsiello joined Pine Brook in April 2010 and is a managing director. He is dedicated to the commercial bank and

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

Mark Rockefeller

Mark Rockefeller

CEO, Co-Founder

STREETSHARES

Mark L. Rockefeller is the Co-Founder & CEO of StreetShares, Inc., a venture-backed startup that uses social trust

View More

Scott Winicour

Scott Winicour

Co-President

GIBRALTAR BUSINESS CAPITAL

Mr. Winicour began his finance career in 1995 as an account executive at Gibraltar Financial Corporation (GFC), a small

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

Jeff Eckel

Jeff Eckel

Chairman, President & CEO

HANNON ARMSTRONG

Mr. Eckel is President, CEO and Chairman of the Board of Hannon Armstrong (NYSE:HASI). Structured as a Real Estate

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 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

Stuart Denyer

Stuart Denyer

CEO

SHERMAN BRIDGE LENDING

Stuart’s current focus is on bridge lending and single family acquisition strategies. Prior to founding Sherman

View More

Sam Ellis

Sam Ellis

CEO

DRIVERUP

Sam Ellis is the President & Chief Executive Officer and member of the board of DriverUp, an online marketplace for

View More

Marty Coyne

Marty Coyne

CTO

CONNECTED INVESTORS

Marty Coyne is the Chief Technology Officer of Connected Investors, the world's largest Real estate investing Community

View More

G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

3 SISTERS SUSTAINABLE MANAGEMENT

G. Benjamin Bingham CFP™ is the author of Making Money Matter…Impact Investing to Change the World. He is also the

View More

Rana Mitra

Rana Mitra

Managing Director

ATALAYA CAPITAL MANAGEMENT

Rana Mitra is a Managing Director at Atalaya Capital Management, focused on making opportunistic credit and special

View More

Neil Wolfson

Neil Wolfson

President and CEO

SF CAPITAL GROUP

Neil Wolfson is President and CIO of SF Capital Group, where he oversees all debt and equity investing, asset

View More

Terry Ragsdale

Terry Ragsdale

Chief Financial Officer

LSQ FUNDING GROUP

Terry Ragsdale is Chief Financial Officer of LSQ Funding Group and related entities, responsible for finance,

View More

Larry Chiavaro

Larry Chiavaro

Executive Vice President

FIRST ASSOCIATES

Larry Chiavaro is a Principal and the Executive Vice President at First Associates, the fastest growing loan servicer

View More

Steve Curwin

Steve Curwin

Chief Executive Officer

MIDCAP FINANCIAL

Steve Curwin is a co-founder of MidCap Financial and its Chief Executive Officer. From 2008 through 2014 Mr. Curwin

View More

Matthew Kelty

Matthew Kelty

Managing Partner

LNC PARTNERS

Prior to co-founding LNC Partners, Mr. Kelty was a Principal at Allied Capital Corporation, where he was involved in

View More

Brent P.W. Burgess

Brent P.W. Burgess

Chief Investment Officer

TRIANGLE CAPITAL CORPORATION

Mr. Burgess is a co-founder, Managing Director and Chief Investment Officer of Triangle Capital Corporation (NYSE:

View More

Rajneesh Vig

Rajneesh Vig

Managing Partner

TENNENBAUM CAPITAL PARTNERS

Mr. Vig is a Managing Partner of Tennenbaum Capital Partners, LLC and a member of its Management Committee. He is also

View More

Robert Lin

Robert Lin

President & CEO

SEABURY TFX

Mr. Robert Lin serves as Founder and Chief Executive Officer of Seabury Trade Finance Exchange LLC (STFX). He has more

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

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

Philip Nanney

Philip Nanney

Vice President

VICTORY PARK CAPITAL

Philip Nanney joined VPC in 2013 and is a Vice President. He is primarily responsible for sourcing, analyzing,

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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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Chris Cary

Chris Cary

Director, Hedge Fund Assessments

S&P GLOBAL RATINGS

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Mark Brent Joachim

Mark Brent Joachim

Partner

ARENT FOX LLP

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Lee Stern

Lee Stern

Managing Director

MONROE CAPITAL LLC

Mr. Stern originates both sponsor and non-sponsor transactions in the Northeast region, and co-leads Monroe’s

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Matthew Perkins

Matthew Perkins

Senior Managing Director

GUGGENHEIM SECURITIES, LLC

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