7th Specialty Finance Summit

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About The Conference

As the election cycle comes to a close and we enter into an unknown regulatory environment, opportunities and challenges in the specialty finance industry are in for an overhaul. At iGlobal Forum’s upcoming 7th Specialty Finance Summit taking place on January 11th and 12th in New York, we will cover all of the strategies in navigating new compliance requirements while continuing to find returns. Recent scandals have racked the sector, ushering in changes on all sides of the capital stack and pushing investors and lenders alike into new corners of the market. As the specialty finance sector is in the midst of an evolutionary process, blending new technologies with traditional strategies makes it increasingly important to stay on top of each of these new developments and network with new connections across the industry along the way. At this summit, you will network with 200+ senior level representatives from leading specialty finance companies, private equity firms, BDCs, SBICs, hedge funds, marketplace lenders, senior lenders, institutional investors and venture capital firms.

Key Topics Covered

  • A macroeconomic look at the shift in opportunities for 2017
  • Understanding the long-term impacts of the presidential election on the specialty finance sector
  • Investor appetite across specialty finance sub-classes and expected risk tolerance for the year
  • Strategies from top lenders and originators in raising capital and reaching borrowers
  • New strategies and niche asset classes for continued returns in an increasingly risky market
  • The future of securitization with new compliance requirements impacting investment opportunities and the ability to lend
  • Riding the trend in whole loans and mortgage notes in the residential mortgage space
  • Evolution of marketplace lending and the future of fintech in the specialty finance industry
  • Reaching internationally: attracting the global market of borrowers

Network With Leading

  • Specialty finance companies
  • BDCs
  • SBICs
  • Private equity firms
  • Hedge funds
  • Wealth management firms
  • Marketplace lenders
  • 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: THE OUTLOOK FOR THE SPECIALTY FINANCE INDUSTRY AND FORGING NEW OPPORTUNITIES IN 2017
  • The expected impact of rising interest rates and the current state of cap rates in 2017
  • Outlook for investment opportunities throughout the year
  • Target markets for the best returns and ideal risk retention
  • Strategies for building out within middle market lending
  • Discovering new niche strategies for continuing returns while still remaining compliant
Joel Holsinger

Joel Holsinger

Managing Director

FORTRESS INVESTMENT GROUP

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Joe Mantone

Interviewed By:

Joe Mantone

Senior Editor

S&P GLOBAL MARKET INTELLIGENCE

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10:00 am - SPECIALTY FINANCE PARTNERSHIP STRATEGIES FOR LENDERS & INVESTORS
  • Holding risk: the ideal balance sheet distribution for both lenders and investors
  • The process for marketplace lenders finding investors in a shifting space
  • Traditional lenders building partnerships with both senior lenders and investors
  • What investors are looking for in a specialty finance lender and sectors that have outperformed for the year
  • Working together in expanding the portfolio, creating more originations, and building out the specialty finance business on both sides of the capital stack
  • Developing mutually beneficial terms and what both sides can expect from the other
Vladimir M. Gutin

Vladimir M. Gutin

Partner

TZP CAPITAL

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Mark Rambler

Mark Rambler

President & COO

CREDIBILITY CAPITAL INC.

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George Souri

George Souri

CEO

LQD BUSINESS FINANCE

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Aharon Tarnavsky

Aharon Tarnavsky

Vice President, Lender Finance

WELLS FARGO CAPITAL FINANCE

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Dom Savino

Dom Savino

Founding Partner, Co-CIO

FERRY FARM CAPITAL

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Todd R. Plotner

Moderator:

Todd R. Plotner

Partner

CHAPMAN AND CUTLER 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 - RISK TOLERANCE, OPPORTUNITIES AND DIVERSIFICATION STRATEGIES FOR 2017
  • Unpacking opportunities in securities for the year: investor risk tolerance and target markets
  • Opportunities in NPLs and the investor appetite for riskier portfolios
  • Specialty finance sub-classes investors are looking to and new opportunities for the new year
  • Trends in originations borrowing against hard assets vs. offering equity and which is more appealing to investors
  • Investing in lending companies: has the opportunity for lenders servicing the underserved without regulatory constraints ended? 
  • Regulations limiting the number of securities for purchase and the investor response
Eric Hanson

Eric Hanson

Senior Managing Director

MACQUARIE CAPITAL

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Brad Armstrong

Brad Armstrong

Principal

LOVELL MINNICK PARTNERS

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Douglas J. Bystry

Douglas J. Bystry

President/CEO

CLEARINGHOUSE CDFI

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Chris Arnold

Moderator:

Chris Arnold

Senior Managing Director

CRYSTAL FINANCIAL

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12:15 pm - MIDDLE MARKET LENDERS: CONSUMER, COMMERCIAL AND ONLINE
  • Targeting and originating borrowers in a crowded lending space
  • The biggest opportunities in borrower subsectors for 2017 and pushing into subprime and non prime lending: finding the balance of risk with lending rates limited
  • Banks tightening on commercial and industrial loans, leaving doors open for third party lenders
  • Regulations coming into play on collections practices affecting the value of existing loans
  • The potential shift in alternative lending brought on by a tightening of lending regulations and a move to make small business loans structurally resemble consumer loans
  • Creating and selling securities and finding investors for the risk on the balance sheet 
  • The future of unsecured consumer lending
Mark DeBacker

Mark DeBacker

CEO

BLUE BRIDGE FINANCIAL, LLC

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Dave Gilbert

Dave Gilbert

Founder & CEO

NATIONAL FUNDING

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Alex Gemici

Alex Gemici

Managing Director and Chief Revenue Officer

WORLD BUSINESS LENDERS

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Leigh Hoagland

Leigh Hoagland

CEO & Chief Credit Officer

NEW YORK PRIVATE FINANCE

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Thomas Geisel

Moderator:

Thomas Geisel

EVP, President of Specialty Finance

STERLING NATIONAL BANK

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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

OPPORTUNITIES AND DEVELOPMENTS ACROSS SUBSECTORS WITHIN SPECIALTY FINANCE

  • Potential replacements for payday lending and serving the underserved consumer
  • Looking at the auto financing industry and if it looks like the subprime and non-prime bubble is about to burst
  • Strategies and opportunities looking at the risk levels for secured and unsecured consumer lending
  • New niche lending opportunities to look out for in 2017
Gregory Keough

Gregory Keough

Chief Executive Officer

FINOVA FINANCIAL

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Eric Rothman

Eric Rothman

President & CEO

FAST TRACK LEASING

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Roundtable 2

NEW STRATEGIES ACROSS THE CAPITAL STACK FOR CONTINUED RETURNS

  • Most attractive specialty finance asset class qualities for equity and debt investors
  • Preparing for a downturn: looking into short-term lending vs. long-term investments 
  • Covering the capital stack: investor preference on equity vs. debt and how either scenario can help or hinder a portfolio
  • Trends among equity financing activity for specialty finance companies
  • How the tech-focused specialty finance industry is responding to challenges
  • The ability to exit specialty finance equity investments efficiently
  • Disruptive lending models and how traditional financial institutions are responding
  • Where investors will be seeking opportunities in the years ahead
Greg Smith

Greg Smith

Managing Director

FT PARTNERS

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Danny Rodriguez

Danny Rodriguez

Principal

LEE EQUITY PARTNERS

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3:00 pm - AFTERNOON NETWORKING BREAK
3:15 pm - FINDING CONSUMER FINANCE OPPORTUNITIES IN A SHIFTING REGULATORY LANDSCAPE
  • Strategies in creating the B2C relationship: alternative lenders reaching the consumer
  • Finding the right consumer finance investment in an evolving market
  • Financing solar & renewable energy investments and other emerging asset classes
  • On-boarding strategies from top B2C lenders and originators in raising capital and reaching borrowers
  • Emerging technologies and data analytics impacting the consumer and the lender
Gary Schwartz

Gary Schwartz

Senior Vice President

DEALNET CAPITAL CORPORTATION

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Dusty Wunderlich

Dusty Wunderlich

CEO and Founder

BRISTLECONE HOLDINGS

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Ken Rees

Ken Rees

CEO

ELEVATE CREDIT

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Jim Keller

Jim Keller

CFO

COLLEGE AVE STUDENT LOANS

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Christopher Donohoe

Moderator:

Christopher Donohoe

Managing Director,

SANDLER O'NEILL & PARTNERS

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3:50 pm - ACCESSING ATTRACTIVE ALTERNATIVE CREDIT INVESTMENT OPPORTUNITIES FOR 2017 AND BEYOND
  • Finding returns in established subsectors including equipment leasing, trade finance, real estate and SME lending
  • Gaining exposure to emerging asset classes such as solar energy, film finance, life settlements, and impact investing
  • Prudent investing across the credit cycle: critical points in evaluating alternative lenders and their portfolios 
  • Predicting how Trump’s proposed policies, if enacted, will impact the specialty finance industry—the good, the bad and the ugly
  • Open discussion on the biggest challenges facing the industry along with investment strategies for 2017 and beyond
Jason Bross

Jason Bross

Chief Operating Officer

LATITUDE20 CAPITAL PARTNERS

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Beth Starr

Beth Starr

Managing Director, Capital Markets

SPRUCE FINANCE

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Brett Hickey

Brett Hickey

Founder & CEO

STAR MOUNTAIN CAPITAL

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Benjamin Bornstein

Benjamin Bornstein

Partner

INDIGO CAPITAL MARKETS

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Alan Snyder

Moderator:

Alan Snyder

Managing Partner

SHINNECOCK PARTNERS

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

Keynote Speakers

Joel Holsinger

Joel Holsinger

Managing Director

FORTRESS INVESTMENT GROUP

Joel Holsinger is a Senior Partner, MD and member of the investment committees in the Credit and Real Estate Funds

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Speakers

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

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

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

Mark Rambler

Mark Rambler

President & COO

CREDIBILITY CAPITAL INC.

Mark is Co-Founder, President and Chief Operating Officer of Credibility Capital. Previously Mark was a vice

View More

Gregory Keough

Gregory Keough

Chief Executive Officer

FINOVA FINANCIAL

Gregory Keough, Finova Financial CEO, is a sought-after speaker who gave the keynote address at the Mobile Money

View More

Mark DeBacker

Mark DeBacker

CEO

BLUE BRIDGE FINANCIAL, LLC

Mark is the Chief Executive Officer and Founder of Blue Bridge Financial, LLC. Founded in 2009, Blue Bridge

View More

Rana Mookherjee

Rana Mookherjee

Head of U.S. Structured Products

FUNDING CIRCLE

Rana Mookherjee has over 25 years of structured finance experience with deep domain knowledge in asset-based,

View More

George Souri

George Souri

CEO

LQD BUSINESS FINANCE

George is the Founder and C.E.O of LQD Business Finance. George has over 15 years of entrepreneurial experience,

View More

Brad Armstrong

Brad Armstrong

Principal

LOVELL MINNICK PARTNERS

W. Bradford Armstrong joined the Philadelphia office of LMP in 2009. Prior to joining LMP, Brad was part of the

View More

Leigh Hoagland

Leigh Hoagland

CEO & Chief Credit Officer

NEW YORK PRIVATE FINANCE

Leigh Hoagland has over thirty-five years of banking experience focused on structuring innovative financings for

View More

Dave Gilbert

Dave Gilbert

Founder & CEO

NATIONAL FUNDING

David Gilbert is the Founder and CEO of National Funding, a pioneer in alternative lending, with a 20 year

View More

Rohit Arora

Rohit Arora

Co-Founder & CEO

BIZ2CREDIT

Rohit Arora, CEO of Biz2Credit, is one of America's top experts in small business lending and the use of FinTech

View More

Chris Rentner

Chris Rentner

CEO and Founder

AKOUBA

Chris is a successful serial entrepreneur and currently is the Founder and CEO of Akouba, a cloud based technology

View More

Danny Rodriguez

Danny Rodriguez

Principal

LEE EQUITY PARTNERS

Danny Rodriguez is a Principal at Lee Equity Partners who focuses on the financial services sector. Prior to

View More

Greg Smith

Greg Smith

Managing Director

FT PARTNERS

Greg Smith is a Managing Director at FT Partners and has over 20 years of experience in the financial services

View More

Alex Gemici

Alex Gemici

Managing Director and Chief Revenue Officer

WORLD BUSINESS LENDERS

Alex Gemici is a 33-year finance industry veteran with deep vertical experience in financial products, capital

View More

Christopher Donohoe

Christopher Donohoe

Managing Director,

SANDLER O'NEILL & PARTNERS

Chris Donohoe is a Managing Director in the Investment Banking Group at Sandler O’Neill + Partners, L.P., and he

View More

Thomas Geisel

Thomas Geisel

EVP, President of Specialty Finance

STERLING NATIONAL BANK

Mr. Geisel was named Executive Vice President and President of Specialty Finance in March 2015. Prior to Sterling

View More

Alan Snyder

Alan Snyder

Managing Partner

SHINNECOCK PARTNERS

Alan C. Snyder is the Managing General Partner of Shinnecock Partners, a 29-yearold family office investment

View More

Dusty Wunderlich

Dusty Wunderlich

CEO and Founder

BRISTLECONE HOLDINGS

Dusty Wunderlich is an entrepreneur and CEO of Bristlecone Holdings, a fintech startup pioneering new lending

View More

Gary Schwartz

Gary Schwartz

Senior Vice President

DEALNET CAPITAL CORPORTATION

Gary Schwartz is the author of The Impulse Economy and FAST SHOPPER, SLOW STORE published under Simon &

View More

Chris Arnold

Chris Arnold

Senior Managing Director

CRYSTAL FINANCIAL

Chris Arnold is a Senior Managing Director with Crystal Financial and is responsible for structuring, underwriting

View More

Alex Horn

Alex Horn

Managing Partner

BRIDGEINVEST

Mr. Horn is the founder and Managing Partner of BridgeInvest, a private real estate lender focused on providing

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Eric Rothman

Eric Rothman

President & CEO

FAST TRACK LEASING

Eric Rothman, President & CEO, Fast Track Leasing, LLC: has more than 18 years of investment and management

View More

Douglas J. Bystry

Douglas J. Bystry

President/CEO

CLEARINGHOUSE CDFI

Mr. Bystry has been providing financial services to low-income communities for over 25 years. Mr. Bystry, in his

View More

Ken Rees

Ken Rees

CEO

ELEVATE CREDIT

Ken Rees is the CEO of Elevate, a fintech leader using technology and advanced analytics to disrupt the nonprime

View More

Brian Graham

Brian Graham

CEO

ALLIANCE PARTNERS

Brian is CEO of BancAlliance. BancAlliance is a network of more than 200 community banks that capitalizes on its

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Joe Mantone

Joe Mantone

Senior Editor

S&P GLOBAL MARKET INTELLIGENCE

Joe Mantone is a senior editor with S&P Global Market Intelligence. Joe covers financial services and tracks

View More

Beth Starr

Beth Starr

Managing Director, Capital Markets

SPRUCE FINANCE

Beth Starr is a Managing Director at Spruce Finance, where she runs capital markets for Spruce’s loan business.

View More

Benjamin Bornstein

Benjamin Bornstein

Partner

INDIGO CAPITAL MARKETS

Mr. Bornstein is a Partner in Indigo Capital Markets and Indigo Global Investors, the Sponsor and Investment

View More

Brett Hickey

Brett Hickey

Founder & CEO

STAR MOUNTAIN CAPITAL

Brett Hickey is the Founder & CEO of Star Mountain Capital, a specialized investment firm bringing large

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

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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

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Aharon Tarnavsky

Aharon Tarnavsky

Vice President, Lender Finance

WELLS FARGO CAPITAL FINANCE

Aharon Tarnavsky is a Vice President of the Lender Finance division of Wells Fargo Capital Finance, based in

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

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Dom Savino

Dom Savino

Founding Partner, Co-CIO

FERRY FARM CAPITAL

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PRE-SUMMIT NETWORKING SESSIONS

ONE-ON-ONE STRUCTURED NETWORKING

Wednesday January 11, 2017 | 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 specialty lenders, originators, finance providers and investors 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:

THE EVOLUTION OF MARKETPLACE LENDING AND NEW PARTNERSHIP OPPORTUNITIES

Wednesday January 11, 2017 | 10:45 am to 12:45 pm

Marketplace lending has grown significantly within the specialty finance sector over the last several years and forced a newfound synergy in new technologies working together with existing traditional models. This workshop will cover strategies in merging these two sides of the industry for success:

  • Looking at the LendingClub scandal and how this has affected investor perception of the industry
  • Moves toward a composite lending structure, and combining the advantages of both the speed in online marketplace lending and the reliability of balance sheet lending
  • Challenges in getting some subprime consumer loans and other NPLs off the balance sheet
  • Increased risk in the marketplace, and potential regulations on lenders keeping skin in the game as well as limitations in investors purchasing securities
  • Following the trend of marketplace lenders building partnerships with brick-and-mortar banks
  • Regulatory developments for both third party lenders and increased scrutiny on fintech affecting the ability to continue originations at the current rate
  • Exploring MPLaaS and the potential for blending technologies and lenders in this way

You will leave this workshop with new strategies on bringing together the strengths of both sides of the industry here, and new contacts to put this into practice. This session will provide an intimate discussion based setting, as well as the opportunity to network directly with your peers and experts leading the sector.

Chris Rentner

Chris Rentner

CEO and Founder

AKOUBA

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Brian Graham

Brian Graham

CEO

ALLIANCE PARTNERS

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PRE-SUMMIT WORKSHOP B:

LENDING TO INTERNATIONAL BORROWERS: REACHING A GLOBAL NETWORK ONLINE

Wednesday January 11, 2017 | 2:00 pm to 4:00 pm

As competition continues to pile into the lending space within the US, online lenders are starting to look elsewhere to originate new loans and diversify their securitizations. This workshop will cover developments in:

  • Unpacking the move toward lending internationally through online lending
  • Looking at which geographies find the balance in providing the fewest regulatory hurdles with the greatest return prospects
  • Geopolitical challenges in the European markets limiting local bank’s reach and opening up opportunities for US lenders to reach consumers and small businesses
  • US regulations causing challenges for lenders to reach these consumer bases
  • Understanding local regulations for connecting with consumers and small businesses
  • Competing with local lenders and understanding microfinance providers
  • Doing due diligence on a borrower and understanding varying credit standards outside of the US

This session will provide you with strategies in opening up new sources of revenue outside of the traditional model, and generate contacts with experts who have found success putting it into practice. This interactive discussion will provide you with the tools you need to get started in building your lending reach further outside of the traditional model.

Rohit Arora

Rohit Arora

Co-Founder & CEO

BIZ2CREDIT

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Rana Mookherjee

Rana Mookherjee

Head of U.S. Structured Products

FUNDING CIRCLE

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LUNCHEON WORKSHOP:

NEW OPPORTUNITIES IN REAL ESTATE SPECIALTY FINANCE INCLUDING BRIDGE LOANS, MEZZANINE FINANCING AND HARD MONEY LENDING

Thursday January 12, 2017 | 1:15 pm to 2:15 pm

As both the real estate market and the specialty finance industry are in for a huge shift, new strategies are coming into play offering opportunities for specialty finance investors focusing on this hybrid. This workshop will give you a look at opportunities and trends promising strong returns in 2017.

  • Opportunities for specialty financing due to increased regulations for traditional lenders.
  • Understanding the risks and returns in under-served loan types including construction loans and financing for non-cash flowing properties.
  • Top geographic markets for real estate specialty financing throughout the US.
  • Discussing the business models and returns of residential versus commercial property financing, and the challenges of both.
  • Maximizing returns throughout the capital stack including senior loans, junior loans and preferred equity.

You will leave this workshop with new strategies on navigating opportunities in the real estate specialty finance industry, and insights into brand new areas for investment. This interactive group discussion will leave you with new contacts leading the way in developing these whole loan opportunities and help you dive into these new asset classes.

Alex Horn

Alex Horn

Managing Partner

BRIDGEINVEST

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Sponsors

Media Partners

  • Register by

    Conference Only

    Individual Workshop

    Full Conference & Workshop Pass

    One-on-One Networking Pass

  • October 31, 2016

    $999

    $249

    $1,895

    $299

  • November 30, 2016

    $1,199

    $299

    $1,995

    $299

  • December 20, 2016

    $1,299

    $349

    $2,295

    $299

  • January 11, 2017

    $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 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 the event room block, please call (212) 838-8000 and mention iGlobal Forum's 7th Specialty Finance Summit. Please note that the deadline for accommodations is December 21st, 2016.

Joel Holsinger

Joel Holsinger

Managing Director

FORTRESS INVESTMENT GROUP

Joel Holsinger is a Senior Partner, MD and member of the investment committees in the Credit and Real Estate Funds at

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

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

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.

View More

Mark Rambler

Mark Rambler

President & COO

CREDIBILITY CAPITAL INC.

Mark is Co-Founder, President and Chief Operating Officer of Credibility Capital. Previously Mark was a vice president

View More

Gregory Keough

Gregory Keough

Chief Executive Officer

FINOVA FINANCIAL

Gregory Keough, Finova Financial CEO, is a sought-after speaker who gave the keynote address at the Mobile Money Summit

View More

Mark DeBacker

Mark DeBacker

CEO

BLUE BRIDGE FINANCIAL, LLC

Mark is the Chief Executive Officer and Founder of Blue Bridge Financial, LLC. Founded in 2009, Blue Bridge Financial

View More

Rana Mookherjee

Rana Mookherjee

Head of U.S. Structured Products

FUNDING CIRCLE

Rana Mookherjee has over 25 years of structured finance experience with deep domain knowledge in asset-based,

View More

George Souri

George Souri

CEO

LQD BUSINESS FINANCE

George is the Founder and C.E.O of LQD Business Finance. George has over 15 years of entrepreneurial experience, and is

View More

Brad Armstrong

Brad Armstrong

Principal

LOVELL MINNICK PARTNERS

W. Bradford Armstrong joined the Philadelphia office of LMP in 2009. Prior to joining LMP, Brad was part of the

View More

Leigh Hoagland

Leigh Hoagland

CEO & Chief Credit Officer

NEW YORK PRIVATE FINANCE

Leigh Hoagland has over thirty-five years of banking experience focused on structuring innovative financings for

View More

Dave Gilbert

Dave Gilbert

Founder & CEO

NATIONAL FUNDING

David Gilbert is the Founder and CEO of National Funding, a pioneer in alternative lending, with a 20 year successful

View More

Rohit Arora

Rohit Arora

Co-Founder & CEO

BIZ2CREDIT

Rohit Arora, CEO of Biz2Credit, is one of America's top experts in small business lending and the use of FinTech to

View More

Chris Rentner

Chris Rentner

CEO and Founder

AKOUBA

Chris is a successful serial entrepreneur and currently is the Founder and CEO of Akouba, a cloud based technology

View More

Danny Rodriguez

Danny Rodriguez

Principal

LEE EQUITY PARTNERS

Danny Rodriguez is a Principal at Lee Equity Partners who focuses on the financial services sector. Prior to joining

View More

Greg Smith

Greg Smith

Managing Director

FT PARTNERS

Greg Smith is a Managing Director at FT Partners and has over 20 years of experience in the financial services

View More

Alex Gemici

Alex Gemici

Managing Director and Chief Revenue Officer

WORLD BUSINESS LENDERS

Alex Gemici is a 33-year finance industry veteran with deep vertical experience in financial products, capital

View More

Christopher Donohoe

Christopher Donohoe

Managing Director,

SANDLER O'NEILL & PARTNERS

Chris Donohoe is a Managing Director in the Investment Banking Group at Sandler O’Neill + Partners, L.P., and he

View More

Thomas Geisel

Thomas Geisel

EVP, President of Specialty Finance

STERLING NATIONAL BANK

Mr. Geisel was named Executive Vice President and President of Specialty Finance in March 2015. Prior to Sterling he

View More

Alan Snyder

Alan Snyder

Managing Partner

SHINNECOCK PARTNERS

Alan C. Snyder is the Managing General Partner of Shinnecock Partners, a 29-yearold family office investment boutique,

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Dusty Wunderlich

Dusty Wunderlich

CEO and Founder

BRISTLECONE HOLDINGS

Dusty Wunderlich is an entrepreneur and CEO of Bristlecone Holdings, a fintech startup pioneering new lending models to

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Gary Schwartz

Gary Schwartz

Senior Vice President

DEALNET CAPITAL CORPORTATION

Gary Schwartz is the author of The Impulse Economy and FAST SHOPPER, SLOW STORE published under Simon &

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Chris Arnold

Chris Arnold

Senior Managing Director

CRYSTAL FINANCIAL

Chris Arnold is a Senior Managing Director with Crystal Financial and is responsible for structuring, underwriting and

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Alex Horn

Alex Horn

Managing Partner

BRIDGEINVEST

Mr. Horn is the founder and Managing Partner of BridgeInvest, a private real estate lender focused on providing

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Eric Rothman

Eric Rothman

President & CEO

FAST TRACK LEASING

Eric Rothman, President & CEO, Fast Track Leasing, LLC: has more than 18 years of investment and management

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Douglas J. Bystry

Douglas J. Bystry

President/CEO

CLEARINGHOUSE CDFI

Mr. Bystry has been providing financial services to low-income communities for over 25 years. Mr. Bystry, in his

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Ken Rees

Ken Rees

CEO

ELEVATE CREDIT

Ken Rees is the CEO of Elevate, a fintech leader using technology and advanced analytics to disrupt the nonprime

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Brian Graham

Brian Graham

CEO

ALLIANCE PARTNERS

Brian is CEO of BancAlliance. BancAlliance is a network of more than 200 community banks that capitalizes on its

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Joe Mantone

Joe Mantone

Senior Editor

S&P GLOBAL MARKET INTELLIGENCE

Joe Mantone is a senior editor with S&P Global Market Intelligence. Joe covers financial services and tracks

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Beth Starr

Beth Starr

Managing Director, Capital Markets

SPRUCE FINANCE

Beth Starr is a Managing Director at Spruce Finance, where she runs capital markets for Spruce’s loan business.

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Benjamin Bornstein

Benjamin Bornstein

Partner

INDIGO CAPITAL MARKETS

Mr. Bornstein is a Partner in Indigo Capital Markets and Indigo Global Investors, the Sponsor and Investment Manager to

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Brett Hickey

Brett Hickey

Founder & CEO

STAR MOUNTAIN CAPITAL

Brett Hickey is the Founder & CEO of Star Mountain Capital, a specialized investment firm bringing large market

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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

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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

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Aharon Tarnavsky

Aharon Tarnavsky

Vice President, Lender Finance

WELLS FARGO CAPITAL FINANCE

Aharon Tarnavsky is a Vice President of the Lender Finance division of Wells Fargo Capital Finance, based in Dallas.

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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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Dom Savino

Dom Savino

Founding Partner, Co-CIO

FERRY FARM CAPITAL

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