8th Specialty Finance Summit

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About The Conference

iGlobal Forum is pleased to present the upcoming 8th Specialty Finance Summit taking place in New York on September 13th & 14th, 2017! The specialty finance industry has been growing rapidly to meet the demands of small businesses and consumers. Many sectors of the specialty finance industry such as securitization and the auto finance industry are undergoing periods of uncertainty that will affect both lenders and investors. The industry has been further impacted by deregulation expectation, rising rates and regulatory changes by the Trump administration. Coupled with CFPB’s power over marketplace lending and advancements in Fintech, the industry has a critical need to know how to best respond to these developments. iGlobal Forum’s 8th Specialty Finance Summit will bring together thought leaders from all sides of the specialty finance industry, discussing the major shifts in geopolitical, economic and technological factors affecting investment opportunities today. It will show you how you can thrive during periods of uncertainty and exploit new asset classes, geographies and partnerships to better meet market needs and provide attractive risk-adjusted returns.

Key Topics Covered

  • Latest macroeconomic trends and geopolitical events impacting the specialty finance industry
  • Regulatory developments shaping the specialty finance landscape and new players and partnerships emerging in the marketplace
  • Get up-to-date information on new asset classes, sectors and geographies for continued returns in a risky market
  • Update on traditional middle market lending, online marketplace lending, and new fintech developments affecting your investments
  • The future of securitization with new compliance requirements impacting investment opportunities and the ability to lend
  • Strategies from top lenders and originators in raising capital and reaching borrowers and investor appetite across specialty finance sub-classes and expected risk tolerance for the coming year

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 - NAVIGATING A CHALLENGING REGULATORY CONSUMER FINANCE TERRAIN FOR LONG TERM SUCCESS
  • The tone of the new administration: new executive orders and their potential impact on banks, credit unions and student loans
  • What should stakeholders in consumer finance platforms expect regarding new rules or enforcement of existing regulations?
  • CFPB’s new guidelines and its impact on the profitability of near and subprime lenders 
  • Will decreased profits and higher costs of compliance for payday lenders lead to a consolidation within the sector?
  • Overcoming challenges of increased competition, credit losses and regulatory oversight in auto finance 
David Barrosse

David Barrosse

Founder & Managing Partner

CAPSTONE

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Edward Wu

Edward Wu

Director of Loan Originations

REVERE CAPITAL

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Stephen A. Geis

Moderator:

Stephen A. Geis

CEO

LEHNS CAPITAL ADVISORY, LLC

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10:00 am - OUTLOOK FOR M&A ACTIVITY IN THE COMMERCIAL FINANCE SPACE: DRIVING REAL RETURNS IN THE CURRENT ECONOMY
  • Increased commercial funding opportunities for smaller, independent equipment and construction financing companies due to the exits of GE Capital Finance and CIT from the securitization markets
  • A look at equipment lending and leasing, asset-based lending, accounts receivable factoring, Small Business Administration 7(a) lending, and marketplace lending 
  • PE interest in equipment leasing in order to scale using securitizations and monetization of equipment finance companies due to high demand from PE and strategic buyers
  • Outside-the-box strategies for commercial finance company acquisitions as a way to exploit cost of funds and leverage advantages to improve margins and fee income
Christopher Donohoe

Christopher Donohoe

Managing Director,

SANDLER O'NEILL & PARTNERS

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Chris Pagano

Chris Pagano

Vice President & General Manager, Structured Finance

HITACHI CAPITAL AMERICA CORP.

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Jessica Bailey

Jessica Bailey

CEO & Co-Founder

GREENWORKS LENDING

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Kiran Kapur

Kiran Kapur

Chief Executive Officer & Co-Founder

36TH STREET CAPITAL

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Rana Mitra

Moderator:

Rana Mitra

Managing Director

ATALAYA CAPITAL MANAGEMENT

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10:45 am - MORNING NETWORKING BREAK
11:15 am - MANAGING RISK IN ONLINE MARKETPLACE LENDING AND FINTECH'S IMPACT ON SPECIALTY FINANCE
  • Marketplace lending vs. traditional consumer lending – assessing market shares, risk management functions and investor confidence in each channel
  • Increased M&A interest in marketplace lenders with established regulatory, underwriting and compliance functions from buyers looking to expand customer base
  • Governance issues and process failures at a few specific lenders – what are the lessons learned?
  • Changing funding structures and demands of capital providers placing a premium on transparent, well managed platforms
  • The rise of partnerships between banks and fintech companies to penetrate new markets and provide tailored solutions
Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

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Deepesh Jain

Deepesh Jain

Head of Capital Markets

KABBAGE

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Charlie Moore

Charlie Moore

President

GLOBAL DEBT REGISTRY

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Nick Seibert

Nick Seibert

Director

FT PARTNERS

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Matthew Perkins

Matthew Perkins

Senior Managing Director

GUGGENHEIM SECURITIES, LLC

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Alan Snyder

Moderator:

Alan Snyder

Managing Partner

SHINNECOCK PARTNERS

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12:15 pm - NETWORKING LUNCHEON
1:30 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 sessions:

Roundtable 1

PORTFOLIO DIVERSIFICATION: MEETING HIGH INTERNAL RATE OF RETURN INVESTMENT CRITERIA

  • Will institutional investors increase their portfolio allocations for alternative credit?
  • Where are the new opportunities for diversification in specialty finance?
  • Middle market direct lending and high-yield-generating businesses as a complementary route to PE’s existing portfolio assets
  • Bank involvement in the specialty finance markets: where are they acquiring and investing and where are they less active?
  • Impact of higher interest rates on certain alternative credit asset categories 
Christopher Donohoe

Christopher Donohoe

Managing Director,

SANDLER O'NEILL & PARTNERS

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David J. DiPaolo

David J. DiPaolo

Managing Director & Investment Committee Member

STAR MOUNTAIN CAPITAL

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Roundtable 2

OPPORTUNITIES IN SECURITIZATION: INVESTOR RISK TOLERANCE 

  • Securitization’s role in supporting the cost structure and lending capacity for commercial & consumer-facing finance
  • Successfully creating and selling securities and finding investors for the risk on the balance sheet
  • What are the shifts in opportunities within the CMBS, RMBS and ABS markets and how can you best leverage them?
  • The future of securitization with new compliance requirements impacting investment opportunities and the ability to lend
Alexandra Cooley

Alexandra Cooley

Co-Founder & Chief Investment Officer

GREENWORKS LENDING

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Matthew Perkins

Matthew Perkins

Senior Managing Director

GUGGENHEIM SECURITIES, LLC

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2:15 pm - AFTERNOON NETWORKING BREAK
2:30 pm - WINNING IN THE MIDDLE MARKET: INVESTOR'S PERSPECTIVE ON MIDDLE MARKET LENDING & SME'S
  • Strategies for building out within middle market lending – risks and opportunities
  • Equity partnerships vs. debt agreements: what does the future of specialty finance hold?
  • Understand how the underwriting and deal structuring process differs in smaller asset classes
  • The role of BDCs in specialty finance – how are BDCs affecting the middle market industry and small businesses?
Rajneesh Vig

Rajneesh Vig

Managing Partner

TENNENBAUM CAPITAL PARTNERS

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Matthew Kelty

Matthew Kelty

Managing Partner

LNC PARTNERS

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Eric Starr

Eric Starr

Partner

CAPX PARTNERS

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Steven Wayne

Steven Wayne

Portfolio Manager & Managing Director

OAK HILL ADVISORS, L.P.

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John Fruehwirth

Moderator:

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

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3:10 pm - THE ROAD AHEAD: FUTURE SPECIALTY FINANCE OPPORTUNITIES IN NEW ASSET CLASSES, SECTORS AND GEOGRAPHIES
  • Where are the next growth opportunities, and what changes are needed to accommodate growth in the industry?
  • A look at the auto and equipment financing industry – what can we expect for 2018
  • Strategies and opportunities looking at the risk levels for unsecured consumer lending
  • Leveraging technology’s role in international lending and opening opportunities new geographies 
Jason Bross

Jason Bross

Chief Operating Officer

LATITUDE20 CAPITAL PARTNERS

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Scott M. Rosen

Scott M. Rosen

Partner

SOLAR CAPITAL

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Robert Lin

Robert Lin

President & CEO

SEABURY TFX

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Sajal K. Srivastava

Sajal K. Srivastava

Co-Founder, President & Chief Investment Officer

TRIPLEPOINT CAPITAL LLC

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Robert S. Ashcom

Moderator:

Robert S. Ashcom

Managing Director and Partner

ALT RIDGE CAPITAL, LLC

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3:50 pm - SPEED NETWORKING

Join us for a series of speed networking! Borrowers & lenders will meet exclusively to evaluate the potential for mutual business endeavors . A full list of participating Capital Providers & Capital Seekers will be provided and participants will connect in a free-flowing networking environment to meet with pertinent contacts. These sessions will conclude with a cocktail hour to offer additional unstructured networking time with any lender or borrower you may have not yet met.

4:30 pm - NETWORKING COCKTAIL RECEPTION

Speakers

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

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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

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

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

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

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

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

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

David J. DiPaolo

David J. DiPaolo

Managing Director & Investment Committee Member

STAR MOUNTAIN CAPITAL

David J. DiPaolo has nearly two decades of alternative investment management and advisory experience with the

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

Edward Wu

Edward Wu

Director of Loan Originations

REVERE CAPITAL

Edward Wu is the Director of Originations for Revere Capital with responsibility for the origination of special

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

Jessica Bailey

Jessica Bailey

CEO & Co-Founder

GREENWORKS LENDING

Jessica Bailey co-founded Greenworks Lending, LLC (GWL) in 2015 with the goal of accelerating Property Assessed

View More

Chris Pagano

Chris Pagano

Vice President & General Manager, Structured Finance

HITACHI CAPITAL AMERICA CORP.

Chris Pagano leads a national team focused on the origination, structuring and execution of new debt investments

View More

Seth Cohen

Seth Cohen

Senior Managing Director

CARVAL INVESTORS

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

View More

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

Alexandra Cooley

Alexandra Cooley

Co-Founder & Chief Investment Officer

GREENWORKS LENDING

Alexandra “Ali” Cooley has been passionate about the natural environment since she can remember. In

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

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

Sajal K. Srivastava

Sajal K. Srivastava

Co-Founder, President & Chief Investment Officer

TRIPLEPOINT CAPITAL LLC

Mr. Srivastava is the co-founder, President, and Chief Investment Officer of TriplePoint Capital LLC and

View More

Deepesh Jain

Deepesh Jain

Head of Capital Markets

KABBAGE

Deepesh has over 15 years of specialized experience in structuring and managing securitization programs. As Head

View More

Robyn Barrett

Robyn Barrett

Managing Member

FSW FUNDING

Robyn Barrett is the managing member of FSW Funding, an independently owned and operated factoring firm. FSW

View More

David Barrosse

David Barrosse

Founder & Managing Partner

CAPSTONE

David Barrosse is the founder and CEO of Capstone. He is an expert on financial regulation with over 20 years of

View More

Eric Starr

Eric Starr

Partner

CAPX PARTNERS

As a Partner with CapX Partners, Eric is responsible for developing technology-enabled solutions to drive scale

View More

Steven Wayne

Steven Wayne

Portfolio Manager & Managing Director

OAK HILL ADVISORS, L.P.

Steven Wayne shares leadership of the firm’s U.S. private lending activities. Mr. Wayne has responsibility for

View More

Charlie Moore

Charlie Moore

President

GLOBAL DEBT REGISTRY

Charlie Moore leads Global Debt Registry’s daily operations, bringing to his role more than 20 years’

View More

Stephen A. Geis

Stephen A. Geis

CEO

LEHNS CAPITAL ADVISORY, LLC

Mr. Geis has 26 years of experience advising and raising capital for financial services firms. He has assisted

View More

Nick Seibert

Nick Seibert

Director

FT PARTNERS

View More

Matthew Perkins

Matthew Perkins

Senior Managing Director

GUGGENHEIM SECURITIES, LLC

View More

Robert S. Ashcom

Robert S. Ashcom

Managing Director and Partner

ALT RIDGE CAPITAL, LLC

View More

Kiran Kapur

Kiran Kapur

Chief Executive Officer & Co-Founder

36TH STREET CAPITAL

Kiran is the Co-Founder and CEO of 36th Street Capital Partners LLC, an independent equipment finance company

View More

PRE-SUMMIT NETWORKING SESSIONS:

ONE-ON-ONE STRUCTURED NETWORKING

Wednesday September 13, 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:

NEW OPPORTUNITIES IN REAL ESTATE SPECIALTY FINANCE FOR STABLE RETURNS

Wednesday September 13, 2017 | 10:45 am to 12:45 pm

  • Navigating the REITs space, and finding the best risk-adjusted gains across asset classes 
  • A look at bridge loans, CMBS loans, mezzanine financing and hard money lending
  • Geographies and market sectors providing the greatest yield in the real estate commercial and residential mortgage market
  • Learning to stay competitive by most effectively utilizing the smaller individual consumer and commercial loans
  • How to diversify your real estate portfolio in the current interest rate environment and finding the best returns in a crowded space
Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

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John Uhlein

John Uhlein

Managing Principal

GRENADIER CAPITAL LLC

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PRE-SUMMIT WORKSHOP B:

ALTERNATIVE LENDING: CAPITALIZING ON TRENDS, OPPORTUNITIES AND PREEMPTING PITFALLS

Wednesday September 13, 2017 | 2:00 pm to 4:00 pm

  • A look at how alternative lending has responded to the hiccups of 2016
  • Finding returns in established subsectors including equipment leasing, trade finance, real estate and SME lending
  • How alternative lenders are developing their businesses, detecting dangerous borrowing (i.e. loan stacking) and what models are performing?
  • Prudent investing across the credit cycle: critical points in evaluating alternative lenders and their portfolios
  • Fintech opportunities brought about by alternative lending and how you can leverage them
Larry Marsiello

Larry Marsiello

Managing Director

PINE BROOK

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Robyn Barrett

Robyn Barrett

Managing Member

FSW FUNDING

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LUNCHEON WORKSHOP:

SPECIALTY FINANCE PARTNERSHIP STRATEGIES FOR LENDERS AND INVESTORS

Thursday September 14, 2017 | 12:30 pm to 1:30 pm

  • 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
Robyn Barrett

Robyn Barrett

Managing Member

FSW FUNDING

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Stuart Denyer

Stuart Denyer

CEO

SHERMAN BRIDGE LENDING

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Sponsors

Media Partners

  • Register by

    Conference Only

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    Full Conference & Workshop Pass

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  • June 30, 2017

    $999

    $249

    $1,895

    $299

  • July 31, 2017

    $1,199

    $299

    $1,995

    $299

  • August 20, 2017

    $1,299

    $349

    $2,295

    $299

  • September 13, 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
Princeton Club of New York Princeton Club of New York

Princeton Club of New York

15 West 43rd Street

New York , NY

 

212.596.1210

http://www.princetonclub.com/

 

Located in the heart of midtown, the Princeton Club is only steps away from some of the most iconic New York City landmarks, including Grand Central Station, Bryant Park, and Times Square.

 

A corporate room block is available for a limited time at the nearby Grand Hyatt New York. To make a reservation at the Grand Hyatt, please visit our dedicated booking link here. Please note that all accommodations must be made by Friday, September 1st.

 

Additionally, guests are welcome to secure accommodations at the Park Lane Hotel, located in the vicinity of the event. To book a reservation via telephone at The Park Lane, please call 866-831-7211 & request that your reservations agent apply the iGlobal Forum Corporate Rate, or visit our personalized weblink for a 15% discount.

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

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

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

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,

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

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

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

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

David J. DiPaolo

David J. DiPaolo

Managing Director & Investment Committee Member

STAR MOUNTAIN CAPITAL

David J. DiPaolo has nearly two decades of alternative investment management and advisory experience with the majority

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

Edward Wu

Edward Wu

Director of Loan Originations

REVERE CAPITAL

Edward Wu is the Director of Originations for Revere Capital with responsibility for the origination of special

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

Jessica Bailey

Jessica Bailey

CEO & Co-Founder

GREENWORKS LENDING

Jessica Bailey co-founded Greenworks Lending, LLC (GWL) in 2015 with the goal of accelerating Property Assessed Clean

View More

Chris Pagano

Chris Pagano

Vice President & General Manager, Structured Finance

HITACHI CAPITAL AMERICA CORP.

Chris Pagano leads a national team focused on the origination, structuring and execution of new debt investments and

View More

Seth Cohen

Seth Cohen

Senior Managing Director

CARVAL INVESTORS

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

View More

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

Alexandra Cooley

Alexandra Cooley

Co-Founder & Chief Investment Officer

GREENWORKS LENDING

Alexandra “Ali” Cooley has been passionate about the natural environment since she can remember. In co-founding

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

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

Sajal K. Srivastava

Sajal K. Srivastava

Co-Founder, President & Chief Investment Officer

TRIPLEPOINT CAPITAL LLC

Mr. Srivastava is the co-founder, President, and Chief Investment Officer of TriplePoint Capital LLC and TriplePoint

View More

Deepesh Jain

Deepesh Jain

Head of Capital Markets

KABBAGE

Deepesh has over 15 years of specialized experience in structuring and managing securitization programs. As Head of

View More

Robyn Barrett

Robyn Barrett

Managing Member

FSW FUNDING

Robyn Barrett is the managing member of FSW Funding, an independently owned and operated factoring firm. FSW Funding

View More

David Barrosse

David Barrosse

Founder & Managing Partner

CAPSTONE

David Barrosse is the founder and CEO of Capstone. He is an expert on financial regulation with over 20 years of

View More

Eric Starr

Eric Starr

Partner

CAPX PARTNERS

As a Partner with CapX Partners, Eric is responsible for developing technology-enabled solutions to drive scale and

View More

Steven Wayne

Steven Wayne

Portfolio Manager & Managing Director

OAK HILL ADVISORS, L.P.

Steven Wayne shares leadership of the firm’s U.S. private lending activities. Mr. Wayne has responsibility for the

View More

Charlie Moore

Charlie Moore

President

GLOBAL DEBT REGISTRY

Charlie Moore leads Global Debt Registry’s daily operations, bringing to his role more than 20 years’ experience in

View More

Stephen A. Geis

Stephen A. Geis

CEO

LEHNS CAPITAL ADVISORY, LLC

Mr. Geis has 26 years of experience advising and raising capital for financial services firms. He has assisted both

View More

Nick Seibert

Nick Seibert

Director

FT PARTNERS

View More

Matthew Perkins

Matthew Perkins

Senior Managing Director

GUGGENHEIM SECURITIES, LLC

View More

Robert S. Ashcom

Robert S. Ashcom

Managing Director and Partner

ALT RIDGE CAPITAL, LLC

View More

Kiran Kapur

Kiran Kapur

Chief Executive Officer & Co-Founder

36TH STREET CAPITAL

Kiran is the Co-Founder and CEO of 36th Street Capital Partners LLC, an independent equipment finance company serving

View More

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