Event Information


2019 FinTech & Innovation Forum

Date: March 13, 2019
Location: Jones Day

 



CFA’s newest event, Alternative & P2P Lending & Investing Conference, will bring together industry-leading practitioners and influential decision makers in the Alternative Finance and Peer-To-Peer (P2P) lending sectors for the first time ever to discuss this growing segment of the industry. This conference is designed to address a number of the industry’s “hot topics” amongst many of the industry’s largest participants and stakeholders. The conference is Beginners level and does not require any prerequisites or advanced preparation. The conference will be live in-person and will not be available via recording. 3 CPE credits in Finance will be offered for attendees. Topics covered will include:

 

·        What is Alternative Lending and why there is so much interest in it?

·        Why does it exist?

·        What are the realities of the market?

·        What are the different business models that exist?

·        What might the future hold?

 

This must-attend event takes place on March 19, 2015 at the offices of Jones Day in New York, NY (222 East 41st Street). Register today!

 
 
 Registration fee - $295. Cancellations must be done in writing to rosa@cfa.com by March 18, 2015. All Questions and concerns can be sent to rosa@cfa.com
 
Looking to increase your brand exposure? CFA has a number of exciting sponsorship opportunities available to help you reach your target audience. Click here to download the sponsorship packet or contact Elizabeth Denworth at edenworth@cfa.com or (646) 839-6081 and James Kravitz at jkravitz@cfa.com or (646) 839-6080.
 
 
Agenda
 

Thursday, March 19, 2015

Registration

12:30 p.m. – 1:30 p.m.

Welcome & Introduction

1:30 p.m.

An Introduction to “Alternative Lending/FinTech"

Speaker
: Sam Graziano, CEO, Fundation Group

Mr. Graziano provides an overview of this new disruptive force followed by Q&A. Topics to be covered include:

·        What is “Alternative Lending”

·        Why does it exist?

·        What are these lenders doing that is different?

·        What are the business models?

1:30 p.m. – 2:15 p.m.

Should the Banking System Fear or Embrace “Alternative Lending”?


Speakers
:
Brian Graham, Chief Executive Officer, Alliance Partners
John J. Walsh IV, Managing Director, Capital One

Brian Graham of Alliance Partners (a 200 bank syndicate that recently announced a partnership with an Alternative Lender) and John Walsh of Capital One will discuss the challenges and opportunities “Alternative Lending” brings to the commercial finance marketplace. Topics to be covered include:

·        The current state of small business lending

·        Should your organization participate in “Alternative Lending”?

·        What regulatory issues and concerns should you be aware of?

·        How can you participate?

2:15 p.m. – 3:00 p.m.

Coffee Break

3:00 p.m. – 3:30 p.m.

Investors’ Perspective

Hear leading investors and practitioners in the Alternative Finance sector discuss why they have invested in the sector, what their expectations are, whether their investments are performing as they would expect and their respective exit strategies.

Moderator: Brian Foran, Partner – Research Analyst, Autonomous Research US LP
Speakers:
Adam Curtin, Partner, Milestone Partners
Sameer Gokhale, Managing Director, Janney Montgomery
Avi Kalichstein, Partner, Easterly Capital
Geoff Miller, Chief Executive Officer, GLI Finance Ltd

3:30 p.m. – 4:30 p.m.

Roundtable Summary: What Might the Future Hold?

Led by Richard Palmieri, Executive Vice President, Fundation Group, the day’s speakers and presenters gather together to discuss the future of this sector in a lively, interactive discussion.

Moderator: Richard Palmieri, Head of Strategic Partnerships, Fundation; Former Chairman of Commercial Finance Association
Speakers:
Brian Graham, Chief Executive Officer, Alliance Partners
Sam Graziano, Chief Executive Officer, Fundation Group LLC

Adam Curtain, Partner, Milestone Partners
Brian Foran, Partner – Research Analyst, Autonomous Research US LP
Sameer Gokhale, Managing Director, Janney Montgomery

Avi Kalichstein, Partner, Easterly Capital
Geoff Miller, Chief Executive Officer, GLI Finance Ltd
John J. Walsh IV, Managing Director, Capital One


 4:30 p.m. – 5:30 p.m.

Reception

Join presenters and delegates for an informal networking reception immediately following conclusion of the day’s program.

5:30 p.m. – 6:30 p.m.

 
 
Continuing Education Credits  Number of CPE credits available is based on the sessions attended. Each session (excluding General Sessions) is worth 1.5 CPE Credits. Commercial Finance Association is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.