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Emmanuel Aidoo

Head of Digital Asset Markets
Credit Suisse

Emmanuel Aidoo is Head of Digital Asset Markets at Credit Suisse. He is responsible for leveraging digital asset markets as an Equities platform combining the expertise in Electronic Products with CS’ industry leadership in Distributed Ledger Technology for the Global Markets division. Emmanuel joined Donaldson Lufkin and Jenrette in 1997 from Caspian Securities as the EMEA IT Head for Emerging Markets. He remained with CS after DLJ was acquired in August 2000, and has held a variety of senior roles including Global Head of Debt Capital Markets Technology, Global Head of Leverage Finance Technology, and Global Head of Solutions Delivery before leading Credit Suisse’s distributed ledger ... (view full description)

Nisa Amoils

Grasshopper Capital

Nisa Amoils is a partner at Grasshopper Capital and has been an early stage investor for the past decade. Named one of Business Insider’s Women VC to watch and top 100 Women in Fintech, she is an investor in many Blockchain companies. She was previously with Scout Ventures in New York investing in frontier technologies. She is the author of the bestselling book “WTF is Happening? Women Tech Founders on the Rise” , which makes the business case for investing in women that are building with disruptive technologies such as Blockchain. She is a former securities lawyer and on the Boards of several institutions including Wharton Entrepreneurship and Girls Who Invest. She writes for Forbes and Blo ... (view full description)

Jay Biancamano

Managing Director, Digital Product Development & Innovation
State Street

Jay Biancamano joined State Street in October 2017 is part of State Street’s Global Technology Services’  Digital Product Development and Innovation team in the Americas.  Jay has been involved in designing and building a number of innovative products around new technologies in Capital markets for more than 20 years. These include some of the first algorithmic and analytical trading tools, as well as creating some of the largest Global ATS’ . He has held Leadership roles at ITG, Liquidnet, Factset and Fidessa.   At State Street Jay is focused on innovating new products and services based on cognitive and blockchain technologies. He currently serves on the Board of the Rutgers University Cent ... (view full description)

Craig Burel

Reciprocal Ventures

Prior to joining Reciprocal, Craig was on the of the earliest hires at FiscalNote, an AI-driven RegTech company, in 2014. At FiscalNote, Craig was accountable for revenue growth and go-to-market strategy as the Head of Revenue Operations. Prior to FiscalNote, Craig worked at Morgan Stanley in their Institutional Equity Division as a Jr. Sector Specialist, focusing on the Media & Telecom space. Craig received a B.A. in Economics from Lafayette College.

Craig leads the firm’s investments in blockchain and cryptocurrencies.

Florence Chan

Vice President
PGIM Fixed Income

Florence Chan, FSA, is a Vice President on Prudential Fixed Income’s Structured Product Team. Her primary area of credit research specialization is Asset Backed Securities (ABS). She previously specialized in Commercial Mortgage Backed Securities (CMBS) for ten years. Ms. Chan joined the team in 2006 following two years in Prudential’s Actuarial Leadership Development Program. Ms. Chan earned a BS and a MS in Engineering from the University of Pennsylvania. She is a Fellow of the Society of Actuaries (FSA).

Nelson Chu

Founder & Chief Executive Officer

Nelson is the founder and CEO of Cadence, the leading digital securitization and investment platform for private credit. He is a 3x startup founder with several years of experience at the top investment management firms, including Bank of America and BlackRock. Prior to Cadence, he founded a strategy consulting firm specializing in helping companies build products and raise capital for growth, creating over $1B in equity value. He currently serves as an advisor to an ultra high net worth family office and is an active angel investor, with notable investments including BlockFi, Cadre, Care/Of, Clover Health, dv01, Tala, and Uala.

Chris Church

Chief Business Development Officer
Digital Asset

Chris Church is the Chief Business Development Officer at Digital Asset. He is responsible for establishing and growing the company’s strategic relationships with clients, partners, industry groups and strategic investors. Chris spent more than seven years as Chief Executive Officer of SWIFT Americas and Global Head of Securities. He was part of the executive team that founded Radianz, Inc, the world's largest extranet. At Radianz, his responsibilities included global sales and marketing before BT acquired the Company in 2005. Chris has held senior management roles at ... (view full description)

Lewis Cohen

Founding Partner
CohenWilson LLP dba DLx Law

Lewis Cohen is co-founder of DLx Law, a new law firm for a new economy. He works together with co-founder Angela Angelovska- Wilson and the rest of the DLx Law team to provide in-depth legal counsel to startups, major enterprises, and governmental entities on a broad range of matters involving the use of blockchain and distributed ledger technology. Passionate about this technology, Lewis has become a major advocate for its potential to benefit and transform industries around the globe.Prior to founding DLx Law, Lewis served as co-chair of Hogan Lovells’ blockchain and cryptocurrency group, where he advised clients on initial coin offerings (ICOs) and other financings as well as the evolving ... (view full description)

Kalyan (Kal) Das

Seward & Kissel LLP

Kalyan (“Kal”) Das is the head of the Global Bank and Institutional Finance & Restructuring Practice Group at Seward & Kissel. He maintains offices in New York City and London, England, although he spends most of his time in the Firm’s New York office. Kal focuses primarily in the areas of structured finance, asset-backed and mortgage-backed securities transactions, asset based lending, fintech financing, whole loan financing, leveraged loan financing, domestic and international banking transactions, project finance, capital markets, distressed debt trading, second lien financing, institutional finance and private placements. He represents numerous domestic and internatio ... (view full description)

Omar Divina

Chief Commercial Officer
Eigen Technologies

Omar is Eigen’s Vice President of Sales and Account Management. Based out of Eigen’s New York office, he leads the company’s commercial operations globally. Omar has over 20 years’ experience in building and running high-performance sales and client services teams. His previous roles include VP of Sales and Customer Success at HyperScience, Head of BetterWorks New York and Regional VP of Sales for Badgeville. Before entering the world of Enterprise SaaS startups, Omar spent 10 years in senior Client Services positions at Sungard (now FIS). Omar holds a BA in Philosophy from Yale University.

Alistair Dunlop

Clifford Chance US LLP

Alistair Dunlop is a counsel in Clifford Chance’s US Structured Finance practice. He specialises in structured debt including RMBS, marketplace lending, risk transfers and securitization transactions across all major asset classes. Alistair has worked for the firm since 2004 in London, Tokyo and New York. He is based in the firm's New York office and is admitted in New York and England & Wales.

David Ehrich

Co-Founder & Executive Director
Alliance for Innovative Regulation

David Ehrich is Co-founder and Executive Director of AIR - the Alliance for Innovative Regulation, a non-profit that helps bank regulators embrace and leverage technology. David has worked in banking and payments for 20 years at McKinsey, American Express where he was a GM in the prepaid group, and JPMorganChase where he was the head of credit card strategy. David is the architect of the Bank On National Account Standards for bank accounts with no overdraft fees and he is a Co-Founder of Petal, a NYC-based fintech credit card startup pioneering the use of cash flow underwriting for consumers who lack a history of credit. David has an MBA from the Tuck School of Business at Dartmouth, and a B ... (view full description)

Christian Faes

Exec Chair & Co-Founder

Christian is the co-founder of LendInvest, the marketplace platform for property finance, and one of the leading Fintech businesses in the UK. LendInvest has lent over £3 billion and raised debt and equity, from institutions such as Atomico, the European Investment Fund, Tiger, Citibank, HSBC, Nomura, and the National Australia Bank. Christian was previously a lawyer with Magic Circle experience and as in-house legal counsel in a leading investment bank. He is a keen advocate for the Fintech sector, and sits on the Government’s Fintech Delivery Panel; he also founded and chairs the Digital Finance Forum. He is an active supporter and early investor in several startups, including ... (view full description)

Marc Franson

Chapman and Cutler LLP

Marc Franson is a partner in the Banking and Financial Services Department and Practice Group Leader of the Bank Corporate Group. He represents financial institutions, finance companies, retailers, other creditors and brokers on an array of financial services matters including regulatory applications, consumer credit transactions, deposit products, bank mergers and acquisitions, licensing, regulatory issues and compliance, sale of non-deposit products, technology contracting, payment processing, portfolio acquisitions/divestitures, fair lending and privacy matters, Internet banking, stored value products and marketplace (P2P) lending. He also represents clients in conjunction with legislativ ... (view full description)

Guido Geissler

Head of Capital Markets

Jacob Haar

Managing Partner
Community Investment Management

Jacob Haar is the Co-Founder and Managing Partner of Community Investment Management (CIM), an institutional impact investment manager. CIM provides debt funding for responsible innovation in lending to U.S. small businesses and underserved borrowers in which the long-term interests of borrowers and investors are aligned. Jacob leads investment activities at CIM, which focuses on partnerships with innovative lenders that demonstrate strong financial performance and a commitment to responsible, transparent, and borrower-centric lending practices. Previously, Jacob was Co-Founder and Managing Director of Minlam Asset Management, an impact investment advisor which financed specialty lending to ... (view full description)

Nathaniel Hoopes

Executive Director
Marketplace Lending Association

Nathaniel Hoopes is the Executive Director of the Marketplace Lending Association. Hoopes joined the MLA after serving as Executive Director at the Financial Services Forum in Washington D.C., where he worked on policy issues affecting the nation's largest financial firms. He has spent more than a decade working in financial services and public policy, and played a key policy role on Capitol Hill in the wake of the financial crisis, including in the development and bipartisan negotiation of major amendments to the 2010 Dodd-Frank Wall Street Reform and Consumer Protection Act. Hoopes also worked on developing legislation to expand opportunities for small businesses and startups through equit ... (view full description)

Dapeng Hu

Managing Director

Dapeng Hu, PhD, CFA, Managing Director, Head of mortgage modeling, is a member of BlackRock Solutions' financial modeling group and a member of BlackRock's Fixed Income Global Research team. Dr. Hu's primary responsibilities include directing development of BlackRock's mortgage prepayment and credit models and conducting relative value research on MBS and ABS. Prior to joining BlackRock in 2003, Dr. Hu was with Wells Fargo as a Director of financial modeling from 2001 - 2003. From 2000 - 2001, he was with Citigroup as Vice President of empirical modeling. In these positions, Dr. Hu supported mortgage servicing valuations, whole loan portfolio management, and MBS trading. From 199 ... (view full description)

Latonia Hubbs

Vice President, Credit Ratings
DBRS Morningstar

Latonia Hubbs is vice president for credit ratings at DBRS Morningstar where she is responsible for the analysis of various asset classes.   Hubbs has experience across structured finance, entertainment, financial institutions, commodities, financial technology, and other industries. Before joining DBRS Morningstar, she was vice president, head of research and analytics at First Data. Prior to that, Hubbs was at Commerzbank, where she headed the asset backed securities management group, with oversight of risk approval, management, and ratings of esoteric and commoditized structured finance, derivatives, private equity, and emerging markets transactions. She has also worked at Moo ... (view full description)

Adam Hughes

President & Chief Operating Officer

Adam Hughes is the President & COO of Amount, a leading-edge technology company dedicated to creating and enhancing the digital credit offerings of financial institutions.  Built by lending industry veterans, Amount’s multi-purpose lending products help partners go digital in months—not years—with a scalable suite of proven product modules for credit decisioning, fraud prevention, account verifications, servicing engines and CRM solutions.  Amount partners can optimize performance across product categories by tapping into various service offerings including customer acquisition, funnel and performance assessments, and risk consulting and analytics.  Amount clients include financial insti ... (view full description)

James Intermont

Managing Director
Atalaya Capital Management

James Intermont is a Principal at Atalaya Capital Management focused on financial assets and specialty finance investments. Prior to joining Atalaya, James was a Vice President at Ares Management, LLC, focused on similar investments. Prior to Ares, he was an Associate at Jefferies, LLC and Swiss Re Capital Markets, where he focused on various types of Asset Backed Securities underwriting and principal investments. He received a BA in History from the University of Wisconsin - Madison.

David Kimball

Chief Executive Officer
Prosper Marketplace, Inc.

David Kimball is Chief Executive Officer of Prosper Marketplace. He joined the company in March 2016 and brings more than 20 years of financial experience.  Prior to joining Prosper Marketplace, David served as Senior Financial Officer of USAA’s Chief Operating Office, where he oversaw USAA’s real estate unit, bank, P&C and life insurance companies, investment management company, and the call centers/distribution functions. During time at USAA, he also served as USAA’s corporate treasurer and held several senior positions across several finance functions including capital markets, treasury, accounting, and FP&A. Prior to USAA, David spent ten years ... (view full description)

Melissa Koide

Chief Executive Officer

Melissa Koide is the CEO of FinRegLab, a nonprofit financial innovation and research center that examines how technology and data can help achieve public policy aspirations, address regulatory requirements, and lead to a more efficient and inclusive financial marketplace. FinRegLab provides an independent platform for financial stakeholders and policymakers to dialogue and gain an evidence-based understanding of new financial technologies. FinRegLab’s research and experiments focus on matters such as how data and technology can be used to expand prudent access to credit for underserved consumers and small businesses and how new technologies can improve customer onboarding and meet KYC obliga ... (view full description)

Eric Kolchinsky

Director Structured Securities Group
National Association of Insurance Commissioners

Eric Kolchinsky is the Director of the newly established Structured Securities Group in NAICs New York office. Eric moved to this permanent position after serving as NAIC's consultant for the RMBS valuation project since 2009. Eric has also consulted for the Wisconsin Office of the Commissioner of Insurance regarding the rehabilitation of Ambac Assurance Corporation. He has testified before Congress about certain rating practices at his prior employer, Moodys Investors Service. Eric served more than eight years with Moodys, where he was Managing Director responsible for ABS CDOs, managed the CDO analytics platform and was Head of Methodology for Structured Finance valuations for Moody's Anal ... (view full description)

Brian Korn

Manatt, Phelps & Phillips LLP

Brian S. Korn is a partner and co-chair of the financial services group at the law firm Manatt, Phelps & Phillips, LLP. He is also a member of the firm's capital markets practice group and chair of the digital finance and marketplace lending practice. His practice focuses on corporate finance transactions, including initial public offerings (IPOs), early-stage and start-up venture financings, and mature corporate and high-yield debt finance. He also advises clients on SEC compliance, broker-dealer compliance, corporate swap transactions, blockchain technology and initial coin offerings. Under his leadership, the firm was nominated as “Professional Services Firm of the Year&r ... (view full description)

Laura Kornhauser

Chief Executive Officer & Co-Founder

Laura Kornhauser is the Co-founder and CEO of Stratyfy. Stratyfy’s Enterprise AI platform extends intelligence, empowering the real experts of a company—the people who run it—to fight bias and make more informed decisions to grow their business. Unlike other black-box AI solutions, Stratyfy provides the level of explainability and control that regulated institutions require to adopt AI at scale.   With extensive finance experience, engineering education and world-class management training, Laura has the right ingredients to lead Stratyfy. Prior to Stratyfy, Laura was an Executive Director at JPMorgan focused on delivering algorithmic trading strategies and financial deriva ... (view full description)

Geoff Kott

Chief Capital Officer

Geoff Kott is the Chief Capital Officer at Affirm, a San Francisco-based technology company that provides fair, transparent point-of-sale installment lending and other honest financial products that improve consumers' lives.  In driving the company’s capital strategy, Geoff's role spans responsibility for Affirm's capital markets, bank partnership, quantitative markets, and treasury teams.  Geoff joined Affirm from Cross River Bank where he was the bank's Chief Financial Officer.  Prior to his time at Cross River, Geoff spent nearly a decade at Morgan Stanley where he served as a Managing Director and the Global Head of the Securitized Products Asset-Based Lending Group.  Previously he pract ... (view full description)

Gal Krubiner

Chief Executive Officer & Co-Founder
Pagaya Investments

With years of experience specializing in innovative and sophisticated credit structured products in the investments and wealth management industry, Gal is the co-founder and the CEO of Pagaya Investments, a fintech startup using machine learning and big data analytics to reshape asset management. Since founding Pagaya in 2016, Gal has grown the firm’s investment business to over $750 million in assets under management. Before Pagaya, Gal focused on structuring and distributing sophisticated credit and asset-backed securities (ABS) products with UBS AG, where he raised hundreds of millions of dollars in new assets and expanded the firm’s institutional and high net worth clients. He graduated ... (view full description)

Ed Mallon

Chief Investment Officer
Pagaya Investments

Ed Mallon started at BlackRock when the firm was in its nascent beginnings with no more than 100 employees, beginning in the firm’s mutual fund group and expanding it until it became the largest retail platform in the US. Through the years he built the asset management business working across teams, expanding into new asset classes, and managing the firm’s strategic relationships. At the peak of the financial crisis, Ed created BlackRock’s first opportunity fund, leading the deal team for the largest sub-prime repack based on the purchase of a $20 billion portfolio of sub-prime loans followed by all of the US government’s public to private financing solutions. In 2012, Ed started the special ... (view full description)

Paul Mangione

Fort Schuyler Advisors

Paul Mangione founded Fort Schuyler Advisors, a New York based advisory firm, concentrating on structured credit, consumer and residential whole loans and asset valuation. Fort Schuyler Advisors helps financial institutions analyze portfolios of loans, apply leading technological solutions to their existing infrastructure and develop comprehensive plans for the management of illiquid assets. Paul brings over 20 years of experience in technology and portfolio management with public investment companies, private funds and broker/dealers.   Paul was the Non-Agency Portfolio Manager of Apollo Residential Mortgage, Inc. a public mortgage REIT focused on investing in and managing resid ... (view full description)

Bridget Marsh

Executive Vice President – Deputy General Counsel

Bridget Marsh is Deputy General Counsel of the Loan Syndications and Trading Association (LSTA). Bridget heads the LSTA’s Primary Market Committee and Trade Practices and Forms Committee and leads the legal projects for the development and standardization of the LSTA’s documentation. She is responsible for responding to and addressing secondary loan market trading disruptions and ensuring that the LSTA’s primary market and trading documentation reflects current market practices. Bridget regularly speaks on the loan market at American Bar Association events. Prior to joining the LSTA, Bridget practiced as a corporate finance attorney at Milbank, New York, and as a lawyer in the corporate/M&am ... (view full description)

Karan Mehta

Head of Capital Markets
Marlette Funding

Karan is the Head of Capital Market’s at Marlette Funding, LLC and responsible for all financing, whole loan sales and ABS capital markets activities. Under Karan’s management Marlette has successfully raised over $500 million in warehouse capacity enabling the retention of loans on the balance sheet. He structured and developed the securitization program from the ground-up in 2016, and till date Marlette collateral has backed over $1.5 billion in issuances. Prior to joining Marlette in 2015, Karan spent 12 years at Deutsche Bank most recently leading coverage of the US consumer unsecured and small business sectors with the Structured Products group. He has also worked in Asia with Merrill L ... (view full description)

Jeffrey Meiler

Chief Executive Officer
Marlette Funding

 Jeffrey Meiler is the CEO and founder of Marlette Funding, LLC. Jeffrey believes in empowering consumers with financial freedom, it is an obsession for him and Marlette is the perfect vehicle to deliver on this aspiration.

Marlette is the national marketplace for Best Egg unsecured personal loans, and has originated $3.3 billion dollars and has raised $500 million in financing.

Before Marlette, Jeffrey was responsible for businesses at NRG, Barclays Bank, CitiGroup and the Associates. 

Ryan Metcalf

Head of U.S. Regulatory Affairs
Funding Circle

Ryan is the Head of U.S. Regulatory Affairs for Funding Circle, the global small business loans platform, connecting small businesses who want to borrow with investors who want to lend in the US, UK, Germany and the Netherlands. Since launching in 2010, Funding Circle has helped over 80,000 investors lend more than $7 billion to over 50,000 businesses globally. Before joining Funding Circle, Ryan was Director of Government Affairs and Public Policy and Chief of Staff at Affirm, the leading point of sale consumer financial technology company led by serial entrepreneur, Max Levchin. He began his career at the White House under President Obama as a Senior Analyst and then Special As ... (view full description)

Charlie Moore

Act Analytics

Charlie Moore leads Global Debt Registry’s daily operations, bringing to his role more than 20 years’ experience in building new financial services businesses. He has led teams in Europe and the United States at Thomson Reuters, Lloyds of London and Barclays Bank, helping to grow early stage ventures with roles covering innovation, strategy, marketing, business development and account management. Charlie is a marketing graduate of London Guildhall University and received his MBA from the University of Surrey, in parallel with the International Management Center, during which time he was awarded a scholarship to attend the Executive Management Program of Kellogg Business School.


William Moretti

Senior Managing Director

Bill Moretti is an industry leader at the intersection of structured finance, financial technology, and portfolio management, and is head of RiskSpan’s SmartLink Innovation Lab. Over the course of his two-decade tenure as a senior investment executive with MetLife, Bill became recognized as an innovative and energetic leader, strategic thinker, change agent, and savvy risk manager. As MetLife’s head of Global Structured Finance, Bill created proprietary analytical systems, which he paired with traditional fundamental credit analysis to maximize portfolio income and returns through market rallies while preserving inve ... (view full description)

Jillian Jaccard Murrish

Chief Executive Officer
Pier Asset Management

Mrs. Murrish is a co-founder and Chief Executive Officer of Pier Asset Management. Prior to founding Pier, she was Executive Vice President of Capital Markets at Patch of Land where she built one of the first institutional whole loan sale programs in the real estate marketplace lending industry, secured $750M in loan purchase commitments, managed the firm’s warehouse funding, and lead equity capitalization efforts. Prior to her time in marketplace lending, Mrs. Murrish worked with technology clients in the Capital Markets group at a leading middle market investment bank, Houlihan Lokey. She has completed the Series 7, Series 63, Series 65, and Series 79 examinations. She is a graduate of the ... (view full description)

Shyam Nagarajan

Director, Go To Market Blockchain Networks

Richard Neiman

Head of Regulatory & Government Affairs
Lending Club

Richard Neiman is Head of Public Policy for LendingClub, the nation’s largest online credit marketplace for connecting borrowers and investors.  He joined LendingClub in 2014, after serving for three years as Vice Chairman of the Global Financial Services Regulatory Practice at PricewaterhouseCoopers LLP (PwC).    Richard was previously Superintendent of Banks for the State of New York from 2007-2011, where he was responsible for the supervision of all state chartered and licensed financial institutions, including banks, nonbank lenders, money transmitters, and the majority of foreign bank branches in the U.S.  During his term as Superintendent, Richard was appointed by the U.S. ... (view full description)

Anna Neverova

Founder & Chief Executive Officer
Phi Networks

Anna Neverova is a Founder and CEO of Phi Networks a platform that supports founding teams and fast-growing startups by sourcing talent, capital, and strategic partnerships. Phi Networks helps entrepreneurs accelerate growth and advises institutional investors on promising opportunities in private markets. An investor experienced in private credit and structured finance, Anna has over 12 years of experience in finance, including MIO Partners, UBS Investment Bank, and Amur Capital Management, a private equity firm specializing in investments in transportation, equipment finance, and real assets.    Anna focuses on private markets and principal investing opportunities that leverage ... (view full description)

Ioana Niculcea

FinTech Advisory Lead, Citi Markets Business Advisory Services

Ioana Niculcea is part of Citi’s Business Advisory Services (BAS) and leads FinTech and Emerging Technology Innovation advisory for Citi’s institutional investment manager and investor clients. As part of BAS, which is part of Citi Markets Global Investor Sales and Relationship Management organization, Ioana conducts primary research across investment managers and investors and publishes thought leadership pieces focused on the evolution of the industry.  She is also in regular conversation with emerging companies at the intersection of financial services and technology. She uses these findings to conduct custom advisory for investment manager and investor clients. Pr ... (view full description)

Rob Odell

Vice President, Product and Marketing

Scott Pearson

Manatt Financial Services

Scott Pearson is a partner in the firm's Los Angeles office. He focuses his practice on the defense of regulatory enforcement actions and consumer class actions, other complex business litigation, and regulatory compliance counseling. Scott is also one of the pre-eminent authorities on the unique issues facing the fintech and marketplace lending industry. Prominent companies regularly entrust Scott with matters involving bet-the-company exposure or complexity, such as overlapping claims being pursued simultaneously in multiple jurisdictions by federal regulators, state attorneys general and class action plaintiffs. With more than two decades of experience, Scott serves as a trust ... (view full description)

Anthony Pompliano

Co-Founder & Partner
Morgan Creek Digital Assets

Anthony Pompliano is Co-Founder and Partner at Morgan Creek Digital, a multi-strategy asset management firm focused on allocating capital across the blockchain industry on behalf of institutional investors. He previously built and sold numerous businesses, along with running Product and Growth teams at Facebook and Snapchat. 

Prath Reddy, CFA

Head of Capital Markets

Prath is the Head of Capital Markets of Cadence, where he is responsible for originating, structuring and executing securitizations for a variety of companies.  He has over 10 years of experience in financial services, primarily within investment banking. Prior to joining the Cadence, Prath was a Director at UBS Investment Bank within their debt capital markets group based in New York. He has executed numerous fixed-income securities for both public and private corporations across various sectors and markets during his career. Prath received a BS in Business Administration with a Finance concentration from Northeastern University and is a CFA® charterholder.  

Jalil Reghis

Co-Founder & General Partner
Agroecology Capital

Agroecology Capital is an early-stage AgTech VC fund based in Palo Alto, California. The firm invests in technology ventures that help agriculture to transition toward more sustainable practices (Agroecology) and that mitigate the effects of climate change.

Peter Renton

Lend Academy

Peter Renton is the founder of Lend Academy, the leading educational resource for the peer--]to--]peer (p2p) lending industry. His blog is the most widely read website about p2p lending and through his writing and video courses he has helped tens of thousands of people understand this new asset class. He is considered the worldfs leading expert on p2p  lending and  speaks regularly on the  topic at industry conferences. He is the co--]founder of the LendIt Conference, the worldfs first conference dedicated to the p2p and online lending industries and he is the author of The Lending Club Story, the definitive guide to the worldfs largest p2p lender. ... (view full description)

Tricia San Cristobal

Chief Product Officer

Tricia San Cristobal is the Chief Product Officer for T-REX, bringing more than 20 years of experience across global financial services and data-driven product strategy to her role. She is responsible for the vision, strategy, and product development of the company’s current and next generation of data management and analytics solutions. San Cristobal built her career driving long-term business growth through digital transformation. She combines deep leadership skills with expertise in all aspects of the product lifecycle from ideation, strategy, management, and execution. Most recently, San Cristobal was Global Head of Elektron as a Service and Enterprise Platform Proposition Ma ... (view full description)

Oliver Schimek

Chief Executive Officer & Founder
CrossLend GmbH

As CEO and founder of CrossLend, Oliver Schimek is responsible for the company’s overall business development and expansion both within Germany and across Europe. Schimek possesses extensive experience in sales of financial products: prior to founding CrossLend in 2014, Schimek held a key position at Kreditech Holding in Hamburg as Chief Financial & Investment Officer. His main responsibilities at Kreditech included the supervision of the finance department and ongoing development of the scoring model. Schimek, a data scientist, also previously founded his own company, Quantea, specialised in the development of trading algorithms and IT infrastructures for currency trading. He studied Ph ... (view full description)

Zev Shimko


Ray Sturm

Founder & Chief Executive Officer

Ray Sturm is the Founder and CEO of AlphaFlow, an investment management company that specializes in alternative fixed-income real estate investments. AlphaFlow empowers real estate investors with the data, transparency, and tracking that used to be accessed only by investment professionals.   Ray is a leading entrepreneur in financial technology (FinTech). Prior to launching AlphaFlow, he founded RealtyShares, one of the industry's top platforms for real estate investing. His early career in finance included investment banking at Bear Stearns, Lazard Frères and CCMP Capital and serving as Director of Business Development for SmartDrive Systems. Ray has a BBA-Finance from th ... (view full description)

Hans Thomas

Founder / Executive Director
10X Capital & 1/0 Capital

Hans is a noted serial entrepreneur and technology investor, featured in Bloomberg News, Asset-backed Alert and the Wall Street Journal for his work in new venture at 10X Capital and 1/0 Capital in NYC, where his teams have directly invested in, financed and helped high growth technolgy companies raise over $10B in institutional financing. Hans is the Founder & CEO of 10X Capital, a next-gen investment firm which connects Wall Street with Silicon Valley.  10X has grown & acquired multiple franchises that invest across the new venture capital stack, with a focus on rapid growth & timely liquidity. The  ... (view full description)

Chuck Weilamann

Chief Credit Officer

Chuck Weilamann is currently a Managing Director with DBRS, Inc. providing credit ratings for U.S. and international structured finance transactions in the consumer, commercial and esoteric asset-backed sectors.  Prior to his position at DBRS, Chuck was a Partner at WoodLake Advisors, LLC, an independent financial advisor focused on providing advisory services to clients in energy infrastructure, securitization, leasing and project finance.  Prior to founding WoodLake Advisors, Chuck was a Vice President at Credit Suisse Securities (USA) LLC, where he was been responsible for the underwriting of products collateralized by esoteric assets valued at over $10 bill ... (view full description)

David Weisburd

Managing Director
Growth Technology Partners

Please meet David Weisburd, Founder & CEO of Growth Technology Partners.  David is an entrepreneur-turned-VC, being on the founding team of isocket ($16MM raised from Blumberg Capital, DFJ, Founders Fund, Foundry Group) and RoomHunt (peer-2-peer marketplace for roommates) and has led his firm's investments into 23andMe, DraftKings, Palantir, and Wish.

Michael Weisz

Founder, President

Michael Weisz is the Founder and President of YieldStreet. Michael is responsible for YieldStreet’s investment strategy and originator network and has overseen $900M in transactions over his career.Michael began his career at a $1.2 billion New York based credit fund, working his way to Vice President before co-founding his own fund in 2013. During his 10 years on the institutional side of the business, he grew frustrated that access to superior wealth creation opportunities was not accessible to individual investors. In 2015, he teamed with Milind Mehere to create YieldStreet.When not working late you can find Michael spending time with wife and three kids or hosting dinners at his home in ... (view full description)

Leo Wong

Managing Director
Waterfall Asset Management

Leo Wong is the Managing Director and Portfolio Manager for Waterfall Asset Management’s US loan strategies. He is also a member of the Investment Committee assessing firm wide credit. Previously, Leo worked in the Structured Finance group at Fidelity Management & Research and graduated from MIT with a BS in Computer Science.

Aaron Wright

Associate Clinical Professor
Cardozo Law

Aaron Wright is an Associate Clinical Professor of Law at Cardozo Law School, where he directs the Cardozo Blockchain Project and other technology programs.  Professor Wright's work focuses on smart contracts and the regulation of blockchain-based systems. His first book, Blockchain and the Law: The Rule of Code (Harvard University Press, with Primavera De Filippi) was published in 2018. Professor Wright is also the co-founder of OpenLaw (, a blockchain-based legal protocol, and serves as chair of the Enterprise Ethereum Alliance, Legal Advisory Working Group.   Prior to joining Cardozo’s faculty, he co-founded and sold a company to Wikia, Inc., the for-pro ... (view full description)

Ed Wu

Managing Director
Bastion Management

Ed serves as Managing Director at Bastion Management, with transaction origination and execution, strategic initiatives and Investment Committee responsibilities. Bastion is backed by several prominent single family offices and manages private credit funds (generally investing $10M - $40M per transaction), focused on the specialty finance sector.  The firm has demonstrated a consistent track record of attractive risk-adjusted returns for its investors through market cycles.  The funds serve our borrowing partners extremely well with flexible capital, deep industry expertise, structural creativity and a high degree of certainty of closing. Previously, Ed managed debt a ... (view full description)

Melvin Zhou

Kroll Bond Rating Agency

Melvin Zhou is a Managing Director on the Consumer ABS team at KBRA.

Prior to joining KBRA in 2018, Melvin was a director at Fitch Ratings, focusing on student loan and other consumer ABS new rating and surveillance. His career experience also includes working at Citibank on student loan asset securitization and financial analysis.

Melvin earned a B.S. in mathematics from Peking University and an MBA from Baruch College, City University of New York.

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1120 Avenue of the Americas, 6th Floor
New York, NY 10036 USA

Phone: +1 (212) 901-0506
(8:30 AM - 5:30 PM Eastern Time / Monday-Friday)


Event Contacts for 5th Annual ABS Tech Conference


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Information Management Network - Privacy Notice

Introduction - Who we are

Euromoney Institutional Investor PLC (“Euromoney”, “we”, “us” or “our”) is an international business-information group covering asset management, price discovery, data and market intelligence, and banking and finance. The group also runs an extensive portfolio of events for the telecoms, financial and commodities markets.

For a full list of our brands and group companies, please click on this link. Euromoney and its group companies are committed to respecting the privacy of every person who visits, registers with or subscribes to our websites, publications, events and other products or services.

Euromoney is the primary data controller of personal data collected through this website or that we may collect in different ways as described in this Privacy Notice. If you are contacted by our other group companies, they will also be controllers of your personal data. This means that they are responsible for how your personal data is used, just as we are. You may contact any of these companies directly, or you can contact Euromoney by emailing or writing to the Data Protection Officer at Euromoney Institutional Investor PLC, 8 Bouverie Street, London EC4Y 8AX, United Kingdom.

This Privacy Notice was updated on 23 May 2018

Our Approach to Your Privacy

This Privacy Notice outlines the information we may collect about you in relation to your use of our products and services (“personal data”). It also explains the legal rights that you have in relation to your data and how you may exercise these rights.

Some of our group companies may collect and use personal data for different purposes; those companies have their own websites and privacy notices.

We will process your data for the following lawful purposes: with your consent; to fulfil our obligations to you; and where there is a legitimate interest to do so.

When possible, we rely on your consent to use your data for the purposes described in this Privacy Notice. We also process personal data to fulfil our contractual obligations to you, for example, when you register for any of our services, subscribe to a publication, sign-up for an event or purchase a product from us, we will need to process some of your personal data. This will also include details of the person/people responsible for payment (if different).

We may determine that processing your personal data serves both of our legitimate interests. This is the case in relation to many of our research, customer survey, sales, marketing and advertising activities described in this Privacy Notice. These activities allow us to better understand your requirements, which in turn enables us to provide you with a better service. We review the bases for our processing decisions carefully and you can object to these activities at any time (see the “Your Rights” section of this Privacy Notice).

What Personal Data We Collect & Why

Our primary goal in collecting personal data from you is to give you a relevant customised experience of our products and services.

  • Registration, Free Trials & Subscriptions

    When you register with our website and/or sign up for a free trial of our products or services, we may ask you to provide your name, address, email address and telephone number, and details relevant to your occupation or employer.

    If you subscribe to one of our products or services, we will also ask for payment details. Credit/debit card payments are processed using a third party supplier and we do not retain the credit card data (see the Third Party Sites of this Privacy Notice). Address details may be shared with third party service providers engaged by us for order fulfilment, delivery and payment collection. This personal data is used by us to complete subscription requests.

  • Events & Conferences

    If you have registered for an event through a group website we may collect personal data including: name, job title, company, address, telephone number and email.

    This information is necessary so that we can complete your registration for the event and provide you with relevant event materials.

    We may also provide delegate details (e.g. name, email) to event sponsors who, subject to your consent, may contact you for their own advertising and marketing purposes.

  • Advertising & Marketing

    We use the personal data you provide us and which we collect from you to inform you about similar products and services which we provide. We may send you marketing communications that are sponsored by our partners and which are targeted to your interests based on information you have provided us such as job title, employer and/or industry. If you have consented to receive information from other Euromoney group companies, we may share your personal data with these companies so that they can fulfil your request to receive marketing materials in accordance with your preferences. We will not share your personal data with any third parties for their own marketing purposes unless you have provided your consent.

    Each of the Euromoney group companies that may contact you is a data controller in relation to the personal data that you have agreed to share with them. If you have any questions or concerns, you may contact the individual company, or us – using the contact details set out in the “Who We Are” section.

    You can opt out from receiving such materials at any time.

    The personal data we may use for advertising and marketing purposes includes your name, email address, job title, phone number, company name/employer, geo location, postal address and data collected using cookies and other similar technology (Please read our separate Cookies Policy to find out more about which cookies we use, how they work and how you can control your cookie options).

    Marketing materials are sent electronically, by post and we may occasionally call you.

  • Online Targeted Advertising

    We use targeted advertising on our websites to display advertisements that are relevant to what we believe are your interests. In order to deliver relevant advertisements, we use third parties to deliver cookies that collect information about your IP address and how you interact with our sites (e.g. browsing information, which articles you have read etc.). This data is used by the third parties to determine which advertisements may be of interest to you.

    We may also share your personal data with third parties to deliver targeted advertising to you on other websites (e.g. Twitter Tailored Audiences or Facebook Custom Audiences). This could include your email address, cookie data, and information obtained from third parties. Third party cookies may also be used to enable us to target advertisements to you on other websites that you visit.

  • Lead Generation and Scoring

    We occasionally use the services of trusted third parties in order to ensure that the personal data we use for advertising and marketing purposes is accurate and up-to-date. To do this, we transfer personal data of individual leads (such as name, email, job title, location and phone number) to these third parties who conduct research to verify the data – primarily against public information.

    We also use algorithmic software technology to help us improve the quality and relevance of marketing activities. The personal data analysed by the software includes email address, phone number, job title, address, purchase history and account information. This allows us to provide meaningful offers that are relevant to your specific profile.

  • Surveys, Market Research & Customer Feedback

    We want to understand the needs of our readers and customers. We may therefore use the information you provide us – including your name and contact details – to contact you to request your feedback, or to participate in our customer and market research.

  • Public forums, message boards and blogs

    Some of the pages on our group websites may include message boards, blogs or other facilities for generating content from users. Any information that is disclosed in these areas becomes public information and you should always be careful when deciding to post any personal data. User generated content is also subject to our site Terms & Conditions.

  • Business or Asset Sale

    If we sell a business or assets we may need to disclose your personal data to the prospective buyer of such business or assets.

    If Euromoney, or any of our group companies is sold or sells our assets or is acquired by a third party, then personal data about our customers will be acquired by that third party. A transfer of your personal data in these circumstances would be necessary so that the services you have contracted for can still be delivered, or so that you can continue to enjoy the benefits of our free products and services. You will receive notice if a new controller assumes responsibility for your personal data.

  • Additional Third Party Disclosures

    We may disclose your personal data to other third parties in the following situations:

    • To third party partners who help us by providing services such as technology, marketing, advisory or other services. These third parties only receive encrypted data and may only process personal data to provide those services to us.
    • Where we are required by law or regulation to do so. In each case we will seek, where practicable, to minimise the amount of data that is disclosed.
    • If required to protect the rights and interests of other users and/or Euromoney and its affiliates (including our employees, agents and contractors), or as otherwise set out in our Terms & Conditions. This may include exchanging information with other companies and organisations for the purposes of fraud protection.
  • Email Tracking

    We may include small pixel tags (small image files) within the emails we send you in order to determine whether our emails are opened and/or whether the hyperlinks inside our emails are clicked through. We may also collect browser, location and the device used to engage with our email communications. This information allows us to better understand whether we are meeting our users’ needs and how we can improve our communications. No other information is collected. You can opt out of receiving our direct marketing emails either by following the instructions in each email, or by contacting us (see the “Who We Are” section of this Privacy Notice).

International Transfers

Some of the Euromoney group companies are based outside the European Economic Area (EEA). If you have consented to being contacted by our group companies, then the transfer of your personal data will be made according to the terms of an international data sharing agreement that contains obligations approved by European data protection regulators. Any of our group companies that receive your personal data will be co-controllers of that data, which means they may determine how they process your personal data – although they may only use it for the purposes for which it was shared, unless you are informed of new or additional processing activities.

We may also transfer personal data to third party service providers as described in this Privacy Notice which are located outside the EEA. Where we conduct these transfers, we take all steps necessary to ensure that your data is treated securely and in accordance with applicable privacy legislation, either by only sending your personal data to jurisdictions that provide an adequate degree of legal protection for your data or by imposing approved contractual terms on these third parties.

Retention Periods

We have a data retention policy that ensures we don’t use or store your personal data for longer than necessary. We consider the following issues to determine retention periods:

  • Guidance from the UK Information Commissioner or other regulatory agency, or industry best practice recommendations;
  • The business rationale for collection and expiry of the purpose for which personal data was collected;
  • Our ongoing ability to ensure the accuracy of the data; and
  • Legal and regulatory requirements.

We may occasionally need to keep personal data for either shorter or longer periods than specified in our retention policy. In such circumstances, application of the retention period to the data will be temporarily suspended. The suspension of an applicable retention period will be carried out in a manner that respects the rights and interests of all persons concerned.

How You Can Set Your Data & Privacy Preferences

You can use our Preference Centre to select the topics that are of interest to you so that we can send you publications and information about our products and services that are especially relevant to you. You can also choose the channels we use to contact you (email, phone, post, etc.) and can also opt-out of receiving marketing communications.

Your Rights

You have certain rights in relation to your personal data which include the following:

  • Access & Portability

    You may request access to any personal data of yours for which Euromoney is responsible as controller. Unless there are legal or regulatory reasons for not doing so, we will confirm whether we process any of your personal data and if we do, we will provide you with the following information: the purposes of the processing, the categories of personal data, any recipients of your personal data, the applicable retention period and the data source. Copies of your personal data will be made available to you in a structured, machine-readable format.

    You may also request that we transfer the personal data that you have submitted to us, to another controller, where it is technically feasible for us to do so.

    If you have consented to our processing of your personal data, or if we are processing your personal data in order to fulfil our contractual obligations to you, then you can submit a request that we transfer your personal data to another data controller.

  • Rectification, Restriction, Objection

    You have the right to request that Euromoney rectify any errors in the personal data that we process. In some circumstances, you may also be able to ask for the erasure of personal data, and/or request that the processing of your personal data be restricted. You may also object to the processing of your personal data for sales or marketing purposes.

  • How to Exercise Your Rights

    To exercise any of these rights, please contact us by post or email at the following addresses:

    Euromoney Institutional Investor PLC
    8 Bouverie Street
    London, EC4Y 8AX
    United Kingdom


    Web form: Complete Subject Data Request Form

    We may need to check your identity prior to processing a request.

    Euromoney will do our best to respond to any questions and address any of your concerns. You are also able to register any complaints regarding the processing of your personal data directly with the UK Information Commissioner.

Protecting Your Data

Euromoney is committed to keeping your personal data secure and we will take appropriate technical and organisational measures to protect your personal data from loss, unauthorised use, disclosure or destruction. Although we do our best to protect your personal data, we cannot guarantee that any transmission of data is without risk. We have therefore implemented information security policies and rules, staff training on information security, and technical measures to ensure the integrity of data that we have under our control.

All our employees, contractors and data processors (i.e. those third parties that process personal data on our behalf) are required to keep such data confidential and not to use it for any purpose other than the performance of services we have requested.

Third Party Sites

Our site may contain links to other websites – including, for example, providers of payment processing services. Euromoney is not responsible for the privacy and data collection practices of third party sites and we therefore recommend that you review the privacy policies and terms of service of each site you visit.

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