9th Specialty Finance Summit

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About The Conference

iGlobal Forum is pleased to present the upcoming 9th Specialty Finance Summit taking place in New York on January 30th and 31st, 2018. As the economy continues to improve towards historical GDP growth rates, the specialty finance industry continues to expand to meet the needs of small businesses and consumers. After the Federal Open Market Committee also began its largest post-recession policy shift in October, there are questions on how this will impact the market in 2018. Meanwhile, employment has risen, household spending increased and business fixed investments have continued to expand at moderate rates. It is forecasted that positive economic trends will continue to support financing and M&A activity within the specialty finance sector as businesses reach scale and seek further consolidation opportunity. iGlobal Forum’s 9th Specialty Finance Summit will bring together the leading players 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

  • A macroeconomic analysis and forecast of the specialty finance landscape in 2018: opportunities and challenges
  • Determining the most effective asset-based lending strategies for 2018 and beyond
  • Disruption and the impact of Fintech on the specialty finance market: towards openness, collaboration and investment
  • Developing a model for crowdfunding in the burgeoning litigation finance industry
  • Assessing the impact of the CFPB'S recent rules & activity in the consumer finance market
  • Middle Market M&A Outlook: towards growth and opportunity
  • Navigating the myriad of new financing options and tax-exempt debt 
  • Spearheading securitization strategies in alternative lending

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 - WELCOME AND OPENING REMARKS
9:15 am - KEYNOTE INTERVIEW: A MACROECONOMIC ANALYSIS AND FORECAST OF THE SPECIALTY FINANCE LANDSCAPE IN 2018
  • A twelve month forecast of the US lending market – where are the opportunities for growth?
  • An insight into activity and trends in M&A and capital markets 
  • The future of specialty finance for both consumer and commercial markets
  • Updates to the legislative landscape
  • Key trends and emerging opportunities – capitalizing on technological advances while mitigating risk
  • As financial technology advances, were will specialty finance be impacted most?
  • Mitigating risk in deal structuring and execution
  • Emerging markets – an eighteen month forecast
  • Analysis of Q1 mid-market M&A activity – understanding fiscal spending priorities
  • To what extent will tax reform change industry dynamics with increased competition
Daniel Zwirn

Daniel Zwirn

CEO, CIO & Founder

ARENA INVESTORS LP

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Joshua Franklin

Interviewed By:

Joshua Franklin

Private Equity and IPO Correspondent

REUTERS NEWS

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10:00 am - DETERMINING THE MOST EFFECTIVE ASSET-BASED LENDING STRATEGIES FOR 2018 AND BEYOND
  • Analysis of the asset-based lending market – opportunities, challenges and shifts in market dynamics
  • Changes in the competitive landscape since last year
  • New trends in loan structures, industry focus, and sourcing strategy
  • Most compelling opportunities / niches
  • Overcoming asset-based lending challenges
Steve Migliero

Steve Migliero

Co-CEO

CRYSTAL FINANCIAL

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Greg Hunt

Greg Hunt

Chief Financial Officer and Treasurer

APOLLO INVESTMENT CORPORATION

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Bruce Batkin

Bruce Batkin

CEO & Co-Founder

TERRA CAPITAL PARTNERS

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Edward Wu

Edward Wu

Director of Loan Originations

REVERE CAPITAL

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Mark Seigel

Moderator:

Mark Seigel

President

VERITAS FINANCIAL PARTNERS

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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 - DISRUPTION AND THE IMPACT OF FINTECH ON THE SPECIALTY FINANCE MARKET
  • The evolving collaborative and symbiotic partnership between Fintech and finance companies to create innovative solutions
  • Changes to the regulatory compliance and governance landscape for Fintech new market entrants
  • The convergence of AI and Blockchain technologies in transforming the finance function
  • The role of artificial intelligence in structuring and securitization – a new frontier or a major disruption?
  • How Fintech is enhancing credit analysis in the marketplace 
  • The role of Fintech as it relates to competition for creditworthy clients
  • The risks of not getting your Fintech strategy right 
Robert Lin

Robert Lin

President & CEO

SEABURY TFX

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Eric Starr

Eric Starr

Partner

CAPX PARTNERS

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Michael Weisz

Michael Weisz

Founder & President

YIELDSTREET

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Rob Bolandian

Moderator:

Rob Bolandian

Partner, Global Head of Investment Banking

CAMBRIDGE WILKINSON

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12:15 pm - FUNDING, SECURITIZATION AND HEDGING STRATEGIES FOR SPECIALTY FINANCE FIRMS
  • Developments in securitization within the alternative lending market – assessing the shift in the lending paradigm and the effects for investors
  • Adoptions of new securitization frameworks 
  • An update to the compliance landscape – how is it impacting investment decisions and shaping lending criteria?
  • The role of securitization in infrastructure finance
Jessica Bailey

Jessica Bailey

CEO & Co-Founder

GREENWORKS LENDING

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Bruce C. Bloomingdale

Bruce C. Bloomingdale

Partner

DECHERT

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Josh Borg

Josh Borg

Managing Director

20 GATES MANAGEMENT

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Joyce A. Frost

Moderator:

Joyce A. Frost

Co-Founder

RIVERSIDE RISK ADVISORS

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1:00 pm - NETWORKING LUNCHEON
2:30 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

MANAGING RISK IN A CHANGING REGULATORY ENVIRONMENT

  • How to calibrate the impact of changes in CFPB leadership and priorities on your business
  • How will states respond to changes at the federal level, including legislation, regulatory supervision and enforcement?
  • How will legal challenges to true lender status and bank partnership arrangements impact specialty finance?
  • Regulatory expectations for purchasers of specialty finance assets, including counterparty due diligence and oversight of critical vendors
  • Impact of changing regulatory environment on due diligence for asset purchases and M&A transactions
Matthew P. Previn

Matthew P. Previn

Partner

BUCKLEY SANDLER LLP

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John Kromer

John Kromer

Partner

BUCKLEY SANDLER LLP

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Roundtable 2

RATES ARE RISING! THOUGHTS ON THE MARKET AND HEDGING STRATEGIES

  • Market consensus is that the Fed will tighten rates two to three times in 2018
  • How will rising short term rates and/or long term rates affect your business
  • What are strategies for hedging your cash flow and the market value of your assets
  • What are the challenges facing Specialty Finance firms from a structuring, dealer counterparty and regulatory perspective
Bethany Knight

Bethany Knight

Director

RIVERSIDE RISK ADVISORS

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Joyce A. Frost

Joyce A. Frost

Co-Founder

RIVERSIDE RISK ADVISORS

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3:15 pm - ASSESSING THE IMPACT OF THE CFPB'S RECENT RULES & ACTIVITY IN THE CONSUMER FINANCE MARKET
  • A status update of the CFPB arbitration rule, payday rule, and other rules
  • Insights into new CFPB Director and agenda
  • How will CFPB be impacted by regulatory reform efforts and vice versa
  • Forecasting potential impact on specialty finance M&A activity in 2018 – can we expect a reduction in volume and valuations?
  • How might regulatory uncertainty impact specialty finance/M&A activity in 2018
  • Calculating the litigation risk for financial service providers
Barbara Sinsley

Barbara Sinsley

General Counsel and Chief Compliance Officer

FACTORTRUST

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Eli Corbett

Eli Corbett

Counsel

ALSTON & BIRD

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Clarence Bethea

Clarence Bethea

Founder & CEO

UPSIE

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Mark Califano

Mark Califano

SVP- Managing Counsel

AMERICAN EXPRESS

View More

Jodi Golinsky

Moderator:

Jodi Golinsky

Associate General Counsel

SHOPIFY

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4:00 pm - SUMMARY & NETWORKING RECEPTION

Keynote Speakers

Daniel Zwirn

Daniel Zwirn

CEO, CIO & Founder

ARENA INVESTORS LP

Daniel Zwirn is one of the pioneers of specialty finance, having begun his investing career in 1995. Dan founded

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Speakers

Bruce Batkin

Bruce Batkin

CEO & Co-Founder

TERRA CAPITAL PARTNERS

Bruce Batkin co-founded and is Chief Executive Officer of Terra Capital Partners. Mr. Batkin has over 35 years’

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Steve Migliero

Steve Migliero

Co-CEO

CRYSTAL FINANCIAL

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

View More

G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

SCARAB FUNDS

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

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

Jodi Golinsky

Jodi Golinsky

Associate General Counsel

SHOPIFY

Jodi Golinskyis Associate General Counsel, Payments & Financial Services at Shopify. She manages legal support

View More

Clarence Bethea

Clarence Bethea

Founder & CEO

UPSIE

Clarence is Founder and CEO of Upsie which is a free platform that puts the power of warranty decisions directly

View More

Greg Hunt

Greg Hunt

Chief Financial Officer and Treasurer

APOLLO INVESTMENT CORPORATION

Mr. Hunt began his term as Chief Financial Officer and Treasurer of Apollo Investment Corporation in May 2012.

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

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

Mark Seigel

Mark Seigel

President

VERITAS FINANCIAL PARTNERS

Mr. Seigel is the President of Veritas. Prior to Veritas, Mr. Seigel was chief investment officer of BMD

View More

Rob Bolandian

Rob Bolandian

Partner, Global Head of Investment Banking

CAMBRIDGE WILKINSON

Mr. Bolandian has 25 years of investment management experience across a broad range of asset classes, including

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

Joshua Franklin

Joshua Franklin

Private Equity and IPO Correspondent

REUTERS NEWS

Joshua is currently the private equity and IPO correspondent for Reuters, based in New York and covering some of

View More

Joseph F. Ingrassia

Joseph F. Ingrassia

Managing Member

CAPSTONE CAPITAL GROUP, LLC

Mr. Ingrassia is a co-founder of the Capstone Cayman Current Liquidity Fund, L.P. and Capstone Current Liquidity

View More

Barbara Sinsley

Barbara Sinsley

General Counsel and Chief Compliance Officer

FACTORTRUST

BARBARA SINSLEY is General Counsel for FactorTrust, the Alternative Credit Bureau, overseeing contractual,

View More

Kenneth Von Rausch

Kenneth Von Rausch

Managing Partner

RED PEPPER MERGERS

View More

Angelina Bellochio

Angelina Bellochio

Investment Committee

SCARAB FUNDS GLOBAL COMMUNITY IMPACT

Angelina Bellochio is the Finance Director at 3Sisters Sustainable Management (3SSM) and also a member of THE

View More

Mark Califano

Mark Califano

SVP- Managing Counsel

AMERICAN EXPRESS

View More

Joyce A. Frost

Joyce A. Frost

Co-Founder

RIVERSIDE RISK ADVISORS

Joyce Frost is co-founder of Riverside Risk Advisors and has over 25 years of experience in the interest rate,

View More

Eli Corbett

Eli Corbett

Counsel

ALSTON & BIRD

Eli Corbett brings more than five years of experience at the Consumer Financial Protection Bureau (CFPB) to

View More

Matthew P. Previn

Matthew P. Previn

Partner

BUCKLEY SANDLER LLP

Matthew Previn has extensive experience representing financial services institutions in a wide range of

View More

John Kromer

John Kromer

Partner

BUCKLEY SANDLER LLP

John Kromer, one of the nation’s leading consumer financial services compliance lawyers, provides bank,

View More

Bethany Knight

Bethany Knight

Director

RIVERSIDE RISK ADVISORS

Bethany Knight is a Director at Riverside Risk Advisors, an independent derivatives advisory firm. She focuses on

View More

Bruce C. Bloomingdale

Bruce C. Bloomingdale

Partner

DECHERT

Bruce C. Bloomingdale has more than 20 years of experience advising clients both in the U.S. and Europe on a broad

View More

Michael Weisz

Michael Weisz

Founder & President

YIELDSTREET

Michael is responsible for YieldStreet’s investment strategy, Originator network and investor acquisition.

View More

Josh Borg

Josh Borg

Managing Director

20 GATES MANAGEMENT

View More

Scott R. Saks

Scott R. Saks

Partner

PEPPER HAMILTON LLP

Scott R. Saks is a partner in the Financial Services Practice Group of Pepper Hamilton LLP, resident in the New

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PRE-SUMMIT NETWORKING SESSIONS:

SPEED NETWORKING BREAKFAST

Tuesday January 30, 2018 | 9:30 am to 10:15 am

Join us for a series of speed networking! Specialty lenders, originators, finance providers and investors will meet exclusively to 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 and connect in a free-flowing networking environment. 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:

BEST PRACTICE APPROACHES TO STRUCTURING PARTNERSHIPS BETWEEN LENDERS AND INVESTORS

Tuesday January 30, 2018 | 10:30 am to 12:30 pm

  • Case study examples of successful partnering between lenders and investors
  • Traditional versus alternative lending models
  • Identifying core objectives and developing a framework to achieve portfolio expansion on both sides of the capital stack
  • Structuring terms, understanding requirements and managing delivery expectations
Kurt Carlton

Kurt Carlton

CTO

SHERMAN BRIDGE LENDING

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Joseph F. Ingrassia

Joseph F. Ingrassia

Managing Member

CAPSTONE CAPITAL GROUP, LLC

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PRE-SUMMIT WORKSHOP B:

COMMERCIAL LENDING- METHODS TO MANAGE AND MITIGATE PORTFOLIO RISK

Tuesday January 30, 2018 | 1:45 pm to 3:45 pm

  • Strategies and systems to manage individual and portfolio risk
  • Borrower management and mentoring techniques from interest rate increases, sourcing agency guarantees and use of credit derivatives
  • Developing recommended courses of action 
  • Strategies to transfer risk
Scott R. Saks

Scott R. Saks

Partner

PEPPER HAMILTON LLP

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LUNCHEON WORKSHOP:

MAKING AN IMPACT: A VISIONARY PICTURE OF WHERE ETHICS, GOVERNANCE AND STANDARDS LEAD DECISION MAKING IN ALL ASSET CLASSES

Wednesday January 31, 2018 | 1:15 pm to 2:15 pm

  • Why now?
  • How do ethical considerations such as ESG (Environmental, Social, and Governance) impact financial peformance in a material way?
  • Using the Unitied Nations Sustainable Development Goals in your due diligence process
G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

SCARAB FUNDS

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Angelina Bellochio

Angelina Bellochio

Investment Committee

SCARAB FUNDS GLOBAL COMMUNITY IMPACT

View More

Kenneth Von Rausch

Kenneth Von Rausch

Managing Partner

RED PEPPER MERGERS

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Sponsors

Media Partners

  • Register by

    Conference Only

    Individual Workshop

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    One-on-One Networking Pass

  • November 30, 2017

    $999

    $249

    $1,895

    $299

  • December 20, 2017

    $1,199

    $299

    $1,995

    $299

  • January 10, 2018

    $1,299

    $349

    $2,295

    $299

  • January 31, 2018

    $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.

 

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

Daniel Zwirn

Daniel Zwirn

CEO, CIO & Founder

ARENA INVESTORS LP

Daniel Zwirn is one of the pioneers of specialty finance, having begun his investing career in 1995. Dan founded and

View More

Bruce Batkin

Bruce Batkin

CEO & Co-Founder

TERRA CAPITAL PARTNERS

Bruce Batkin co-founded and is Chief Executive Officer of Terra Capital Partners. Mr. Batkin has over 35 years’

View More

Steve Migliero

Steve Migliero

Co-CEO

CRYSTAL FINANCIAL

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

View More

G. Benjamin Bingham

G. Benjamin Bingham

CEO & Founder

SCARAB FUNDS

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

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

Jodi Golinsky

Jodi Golinsky

Associate General Counsel

SHOPIFY

Jodi Golinskyis Associate General Counsel, Payments & Financial Services at Shopify. She manages legal support and

View More

Clarence Bethea

Clarence Bethea

Founder & CEO

UPSIE

Clarence is Founder and CEO of Upsie which is a free platform that puts the power of warranty decisions directly in the

View More

Greg Hunt

Greg Hunt

Chief Financial Officer and Treasurer

APOLLO INVESTMENT CORPORATION

Mr. Hunt began his term as Chief Financial Officer and Treasurer of Apollo Investment Corporation in May 2012.

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

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

Mark Seigel

Mark Seigel

President

VERITAS FINANCIAL PARTNERS

Mr. Seigel is the President of Veritas. Prior to Veritas, Mr. Seigel was chief investment officer of BMD Management

View More

Rob Bolandian

Rob Bolandian

Partner, Global Head of Investment Banking

CAMBRIDGE WILKINSON

Mr. Bolandian has 25 years of investment management experience across a broad range of asset classes, including private

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

Joshua Franklin

Joshua Franklin

Private Equity and IPO Correspondent

REUTERS NEWS

Joshua is currently the private equity and IPO correspondent for Reuters, based in New York and covering some of the

View More

Joseph F. Ingrassia

Joseph F. Ingrassia

Managing Member

CAPSTONE CAPITAL GROUP, LLC

Mr. Ingrassia is a co-founder of the Capstone Cayman Current Liquidity Fund, L.P. and Capstone Current Liquidity Fund,

View More

Barbara Sinsley

Barbara Sinsley

General Counsel and Chief Compliance Officer

FACTORTRUST

BARBARA SINSLEY is General Counsel for FactorTrust, the Alternative Credit Bureau, overseeing contractual, intellectual

View More

Kenneth Von Rausch

Kenneth Von Rausch

Managing Partner

RED PEPPER MERGERS

View More

Angelina Bellochio

Angelina Bellochio

Investment Committee

SCARAB FUNDS GLOBAL COMMUNITY IMPACT

Angelina Bellochio is the Finance Director at 3Sisters Sustainable Management (3SSM) and also a member of THE

View More

Mark Califano

Mark Califano

SVP- Managing Counsel

AMERICAN EXPRESS

View More

Joyce A. Frost

Joyce A. Frost

Co-Founder

RIVERSIDE RISK ADVISORS

Joyce Frost is co-founder of Riverside Risk Advisors and has over 25 years of experience in the interest rate, currency

View More

Eli Corbett

Eli Corbett

Counsel

ALSTON & BIRD

Eli Corbett brings more than five years of experience at the Consumer Financial Protection Bureau (CFPB) to clients

View More

Matthew P. Previn

Matthew P. Previn

Partner

BUCKLEY SANDLER LLP

Matthew Previn has extensive experience representing financial services institutions in a wide range of examinations,

View More

John Kromer

John Kromer

Partner

BUCKLEY SANDLER LLP

John Kromer, one of the nation’s leading consumer financial services compliance lawyers, provides bank, non-bank,

View More

Bethany Knight

Bethany Knight

Director

RIVERSIDE RISK ADVISORS

Bethany Knight is a Director at Riverside Risk Advisors, an independent derivatives advisory firm. She focuses on

View More

Bruce C. Bloomingdale

Bruce C. Bloomingdale

Partner

DECHERT

Bruce C. Bloomingdale has more than 20 years of experience advising clients both in the U.S. and Europe on a broad

View More

Michael Weisz

Michael Weisz

Founder & President

YIELDSTREET

Michael is responsible for YieldStreet’s investment strategy, Originator network and investor acquisition. Michael

View More

Josh Borg

Josh Borg

Managing Director

20 GATES MANAGEMENT

View More

Scott R. Saks

Scott R. Saks

Partner

PEPPER HAMILTON LLP

Scott R. Saks is a partner in the Financial Services Practice Group of Pepper Hamilton LLP, resident in the New York

View More

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