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Max Adams

Global Securitization Editor

Max Adams is the global securitization editor for GlobalCapital, overseeing and directing all coverage of asset-backed securities markets. His reporting focuses on real estate finance including commercial and residential, as well as single family rental. GlobalCapital, a publication of Euromoney Institutional Investor, is a weekly newspaper covering the capital markets across Europe, the US and Asia.

David Aidi

Atalaya Capital Management LP

Mr. Aidi has extensive experience in alternative credit investing with particular emphasis on executing specialty finance and corporate transactions. Prior to joining Atalaya, Mr. Aidi was the Portfolio Manager in charge of the Direct Lending Group and a member of the Investment Committee at Magnetar Capital. Prior to Magnetar, Mr. Aidi was a corporate analyst at Highbridge/Zwirn, focused on private lending and special opportunities investments. Mr. Aidi began his career at Merrill Lynch, holding positions within the High Yield Capital Markets Group as well as the Telecommunications, Media and Technology Investment Banking Group. Mr. Aidi earned a BS in Business Administration, summa cum lau ... (view full description)

Abhinav Anand

Managing Director, Head of Consumer Lending
Marcus by Goldman Sachs

Abhinav is head of consumer loans for Marcus by Goldman Sachs. He joined the firm as a managing director in 2015. Prior to joining the firm, he worked at Discover Financial Services for seven years, most recently as chief model risk officer and head of operational risk. At Discover, Abinav led teams in decision sciences, credit risk management, analytics and capital planning for the credit card and consumer banking divisions. Prior to joining Discover, he led Data Science teams in the asset management and insurance industries. Abhinav earned a Bachelor of Technology in industrial Engineering from the Indian Institute of Technology, Kharagpur, an MS in Industrial Engin ... (view full description)

Rohit Arora

Chief Executive Officer & Co-Founder

Rohit Arora, CEO of Biz2Credit, is one of America's top experts in small business lending and the use of FinTech to streamline the funding process. In 2011, he was named New York City's “Top Entrepreneur” by Crain’s New York Business, which has named Biz2Credit among NYC’s “Fast 50” multiple times. In 2012, he was invited to the White House by the President's Council of Economic Advisors to update economists on matters related to small business lending. He has also met with top executives from the Federal Reserve, the SBA, the FDIC, and Comptroller of the Currency. After discovering that language and cultural barriers hindered the ability of immigrants from the South Asi ... (view full description)

Cory Barry

Morgan, Lewis & Bockius LLP

Cory E. Barry focuses his practice on representing issuers and underwriters in securitization and structured finance transactions relating to various receivables and financial assets. These financing transactions involve clients in the financial services, automotive, and fintech sectors. He also advises clients on financial regulatory matters, including the Dodd-Frank Wall Street Reform and Consumer Protection Act and related rulemaking initiatives. Cory regularly represents financial institutions in connection with the public and private issuance of corporate and asset-backed fixed income securities, asset-based lending, and term issuance and ABCP financing of various assets. He ... (view full description)

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.

Blake Cohen

Co-Founder & Head of Business Development

Blake Cohen is co-founder and head of business development for SALT and partner at SALT Blockchain Asset Management where he develops and manages partnerships for both the blockchain and traditional capital aspects of the business. He is also responsible for driving strategic initiatives and managing contract negotiations for the company, drawing on his previous experience at Signet Partners where he focused on complex contractual negotiations, transactional deal-making, and capital formation. Blake also serves as a broker associate at Broker’s Guild – Cherry Creek Ltd where he assists sellers, buyers, and investors in the purchase and sale of residential and commercial properties and is a p ... (view full description)

Steve Cohen

EVP & COO, Co-Founder
Basis Technology

Steve is responsible for worldwide sales and the planning and operations of Basis Technology’s linguistic product research and development. Before starting Basis Technology with Carl Hoffman, Steve was engineering manager for Cognex Corporation’s Tokyo office and development manager for SMT device inspection. He has also consulted on software internationalization engineering and developed software for embedded systems and electronic test equipment. Steve earned a bachelor’s degree in electrical engineering from MIT and studied at Waseda University in Tokyo.

Rohit Dewan

Vice President, Loan Product Innovation
OneMain Financial

Mr. Dewan has served as Vice President, Head of Public Policy at OneMain since May of 2018. Prior to this he served as a Vice President in Corporate Strategy and Investor Relations at OneMain after joining the company in July of 2015. Prior to joining OneMain, Mr. Dewan served as Program Manager at the Consumer Financial Protection Bureau from 2012 to 2015. Prior to joining the CFPB, Mr. Dewan spent nearly a decade in equity research and asset management focused on the consumer finance industry. 

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.

Jotaka Eaddy

Vice President of Policy, Strategic Engagement, and Impact

Jotaka Eaddy is VP of Policy, Strategic Engagement, & Impact for LendUp. Jotaka and her team help create, increase, and measure LendUp's efforts to improve customers' financial health. Additionally, Jotaka leads strategic partnerships with elected officials, consumer advocates, and other stakeholders.   Jotaka previously worked for the NAACP for six years, most recently as Senior Advisor to President and CEO Ben Jealous (current Maryland gubernatorial candidate) and as its Senior Director for Voting Rights. Previously, she spent four years as national program director for the National Coalition to Abolish the Death Penalty. ... (view full description)

Steve Ehrlich

Chief Operating Officer
Wall Street Blockchain Alliance

Steve is Chief Operating Officer at the Wall Street Blockchain Alliance, a leading 501(c)(6) non-profit that guides the comprehensive adoption of blockchain technology and cryptoassets across global markets. He is also a Strategic Advisor within the Emerging Technologies practice at Spitzberg Partners, a boutique corporate advisory firm that counsels leading firms across industries on blockchain technology.   Previously, he was Vice President at Citi FinTech, where he drove strategic and new business development initiatives for Citigroup’s Global Retail and Consumer Bank business across 20 countries. He also served five years as a Senior Intelligence Analyst at Booz Allen Hamilto ... (view full description)

Mark Elbaum

Chief Financial Officer
Marlette Funding

As CFO, Mark Elbaum leads the finance, accounting and capital markets activities. Most recently, Mark was the CFO of Merrill Lynch, Bank of America’s Wealth Management business. Prior roles included 18 years in the mortgage industry as CFO of Bank of America’s mortgage lending division, appointed to the position after the company’s acquisition of Countrywide Financial. At Countrywide he held the position of CFO of the Residential Lending Division. After starting his career at Price Waterhouse, Mark worked at Aames Financial Corp, a midsize consumer finance company, where he helped upgrade the finance capabilities to post IPO requirements. Mark has a Masters in Accountancy from University of ... (view full description)

Ron Elimelekh

Head of Capital Markets

Ron Elimelekh joined OakNorth in September 2019 as Head of Capital Markets.  Ron is responsible for the design and implementation of OakNorth's financing and capital markets strategy, which includes developing and managing financing relationships, and the sourcing, structuring, negotiation and execution of funding transactions.  Ron most recently served as Senior Vice President, Head of Capital Markets for OnDeck, a leading online small business lender.  At OnDeck, Ron was responsible for OnDeck’s funding and liquidity framework arranging billions of funding capacity for the company.    Ron received a JD from New York University School of Law in 2004 and ... (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)

Angela Galardi Ceresnie

Chief Executive Officer
Climb Credit

Angela Galardi Ceresnie is the CEO of Climb Credit, an education finance company that evaluates the return on investment of education programs and helps consumers find, evaluate, and finance these programs to increase their earning potential. She joined Climb as the Chief Operating Officer in 2016 and quickly helped shape the operations, culture, and future of the Climb, earning her the role of CEO in 2018. Prior to Climb, Angela co-founded and was COO/CFO of Orchard Platform—a provider of software and data products offered to institutional investors to purchase loans from marketplace lenders [acquired by Kabbage]. Before her time at Orchard, she spent 9 years running credit risk analytics t ... (view full description)

Matthew Ghourdjian

Chief Information Officer
Fintech Credit Innovations

A former Arthur Andersen Consulting and KPMG Consulting Partner, Matt is an entrepreneurial, “hands on” IT executive with a 40-year track record of creativity and execution, designing, building, implementing and operating information technology solutions.  For the last 20 years, as the CEO of Ceira and Cogility Software and the CIO of and CashCall, he has worked almost exclusively in the financial services industry designing, building, implementing loan underwriting and servicing solutions for mortgage, auto, small business and personal loans for companies.

Al Goldstein

Chairman, Chief Executive Officer
Avant Holding Co., Amount

Al Goldstein is the co-founder and CEO of Avant, an online marketplace lending platform that is changing the way consumers obtain credit by lowering the costs and barriers of borrowing.  By utilizing advanced algorithms and machine-learning capabilities, Avant offers a unique and highly customized approach to the personal loan process.   At its core, Avant is a tech company that is dedicated to creating innovative and practical financial products for all consumers. Avant has secured more than $1.7 billion in funding to date and more than 500,000 loans have been issued through the Avant platform. Avant has been featured in publications such as The Wall Street Journal, The New York ... (view full description)

Douglas Goodman

Luxury Lease Partners

Doug Goodman’s extensive experience in specialty lending, with particular focus on peer-to-peer (marketplace) lending, uniquely informs his role as Arcadia Funds’ portfolio manager. His daily work includes portfolio strategy, credit analytics and regular evaluations of potential lending platforms of interest to the Fund. ​ Prior to joining Arcadia full-time in 2014, he served as an adviser to the firm on portfolio strategy and credit analytics and in that role, helped develop and refine the firm’s portfolio strategy and buying algorithms. Before taking on these responsibilities for Arcadia, Doug was a team member at Camelot Financial Capital, where he advised Lending Club on a nu ... (view full description)

Ramya Gopalakrishnan

Managing Director
Macquarie Group

Ramya joined Macquarie in 2012 in the Credit Markets Division in New York. She currently leads a team focused on providing funding solutions for consumer, real estate and other esoteric assets. Ramya has pioneered multiple new investment ideas within Macquarie, including building a portfolio of non-qualified residential mortgages, a CLO investment equity strategy and separate managed account strategies for CLOs. Prior to joining Macquarie, Ramya was at Bank of America for 5 years on the Non-Agency RMBS trading desk and in CDO/CLO structuring.   Ramya has a Masters in financial engineering from Columbia University and a Masters in computer science from the University of Cali ... (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)

Sam Hu

COO and General Counsel

Sam leads the operations, finance and legal functions at PeerIQ, focusing on business-building initiatives and a variety of projects across the company. Prior to joining PeerIQ, Sam was a Director of Financial Institution Partnerships at OnDeck and General Manager of the OnDeck – JPM Chase SMB lending partnership. Sam was also formerly the head of legal, compliance and operations at Fundation, a startup tech-enabled SMB lender. Sam began his finance career at Morgan Stanley as a structurer and execution attorney covering the modeling and structuring of synthetic CDOs, ABCP and ABS backed by various asset classes. Prior to joining the finance industry, Sam was a software developer ... (view full description)

Ashish Jain

Senior Vice President, Capital Markets

Ashish Jain joined SoFi in May 2016 and serves as Senior Vice President of Capital Solutions. He is responsible for distribution, loan sales, strategic partnerships, and growing SoFi’s institutional outreach. Prior to SoFi, Ashish worked at Deutsche Bank for 13 years. Most recently, he was Managing Director and US Head of Securitized Product Sales, a role he held for 4 years and in which he interacted with some of the world’s largest institutional investors about their investment strategies and portfolios. He began his career in Rates Sales in 2004. Ashish received a BS in Finance from Carnegie Mellon University in 2003 and he has served as a member of the Carnegi ... (view full description)

Deepesh Jain

Head of Capital Markets
Sunlight Financial

Deepesh has over 15 years of specialized experience in structuring and managing securitization programs. As Head of Capital Markets, he is responsible for raising funding from banks and other institutional investors to help fund Kabbage's small business loans. Before joining Kabbage, Deepesh spent nearly 10 years at Capital One. He began in their Debt Capital Markets group, where he managed their credit card securitization programs. Later, he served as Senior Compliance Manger, managing operational risk and regulatory compliance. Most recently, Deepesh was the Head of U.S. Capital Markets Execution at Barclays for six years. There, he oversaw Treasury-related capital market activities in the ... (view full description)

Jessica Jiang

Head of Capital Markets
Block Inc

Jessica Jiang is the Head of Investor Relations at Square Capital. She joined Square in early 2016 where she is responsible for identifying and establishing relationships with new investors, facilitating investors access to debt financing, and managing the day-to-day communication with investors and their vendors. Jessica also contributes to Square Capital's growth strategy and advises on the market appetite to product updates and new products. Prior to joining Square, she spent 7 years at Morgan Stanley across various roles, most recently in the Securitized Products, Warehouse Lending Group focused on different ABS products such as marketplace lending.

Rosemary Kelley

Senior Managing Director

Rosemary Kelley is a Senior Managing Director and Head of the ABS Group at Kroll Bond Rating Agency (KBRA), where she leads the consumer and commercial ABS teams. She was hired in 2011 to focus on consumer ABS including auto loan, auto lease, dealer floorplan, credit card, consumer loan, student loan, and timeshare sectors. Rosemary brings over 25 years of structured finance experience to her role and in February 2021 was elected to co-chair the Structured Finance Association’s Rating Agency Committee.   Prior to joining KBRA, she rated consumer ABS transactions at DBRS after working at MBIA Insurance Corporation for 10 years. While at MBIA, Rosemary held various ... (view full description)

Lauren Kerr

Director of Programming

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)

David Klein

Chief Executive Officer & Co-Founder

David Klein is CEO and Co-Founder of CommonBond, a leading fintech company that uses data and technology to lower the cost of student loans. Since launching in 2012, CommonBond has raised over $1 billion across equity and debt, and is the first and only company in finance with a 1-for-1 social mission: for every loan funded on CommonBond's platform, the company funds the education of a student in need in partnership with Pencils of Promise. A recognized authority on fintech and student debt, David's perspectives have been featured in The Wall Street Journal, Forbes, CNBC, TechCrunch, Inc. and more. He was featured on the Crain's New York 40 Under 40 list in 2016. Before starting ... (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)

Jeffrey Marron

Chief Executive Officer
Sheridan Asset Management,LLC

Jeffrey B. Marron, Chief Executive Officer. Mr. Marron is responsible for all investment related activities, day to day operations and fund marketing. He also leads the transaction origination function of Sheridan Asset Management. During the 16 years of business, Mr Marron has built a robust contact base that has developed Sheridan Asset Management into a brand name recognized as a lender to the small to medium sized specialty finance company community. Prior to founding Sheridan, Mr. Marron was a Director at Wasserstein Perella’s Alternative Asset Management Group, where he was involved in their Emerging Markets ABS transaction efforts and fund marketing. Before Wasserstein Perella, ... (view full description)

Robert McDonough

Assistant Treasurer
Angel Oak Capital; Fixed Income Investor Network

Rob is the Director of ESG and Regulatory Initiatives at Angel Oak Capital and leads the ESG integration process across the firm’s investment strategies and corporate initiatives. He manages several projects supporting Angel Oak’s risk management framework, including LIBOR transition and the implementation of the SEC’s Valuation Rule. He also coordinates a variety of research and publication activities with a focus on developments in the regulatory environment for financial institutions of all types. Rob is a founding member of Angel Oak’s Diversity, Equity and Inclusion (DEI) Committee and the Community Relations Committee. He previously led Angel Oak’s financial institution consultin ... (view full description)

Justin McEvily

Managing Director
Macquarie Group

Justin McEvily is a Managing Director in the Credit Markets Division of Macquarie Group. The Division helps monetize and finance credit assets, including consumer loans, mortgages, small business financing and corporate credit, and is major provider of credit facilities in these areas.  Justin helps oversee the origination and capital markets effort for the Division.  He joined Macquarie in 2009 after 6 years on the Goldman Sachs credit sales and trading desk.
Justin graduated magna cum laude from Cornell University with a double major in economics and anthropology.

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)

Jennifer Mitrenga Maymon

Head of Americas,

Jennifer Mitrenga Maymon is an entrepreneur, board member and investor in industries including global financial services, blockchain, and international development. Jennifer serves as the Head of Americas for Provenance, the leading production blockchain for the global financial services industry. Provenance is a private, proof of stake protocol that acts as a ledger, registry and exchange for global assets and markets. Every day, loans are originated, financed, sold and soon – securitized on Provenance. Members include global financial institutions that act as stakeholders on the blockchain. The Provenance ecosystem is actively gearing up for imminent use case applications speci ... (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.


Krista Morgan

Chief Executive Officer & Co-Founder

Krista Morgan is cofounder and CEO of P2Binvestor, a marketplace lender that helps entrepreneurs and innovators transform their companies from sector newcomers to industry leaders. P2Bi partners with banks and investors, while also offering a robust crowdfunding platform, to provide affordable, flexible capital that evolves with business growth. Krista has quickly grown P2Bi into a multimillion-dollar company, a thriving online marketplace, and one of the few tech-enabled commercial lenders that can underwrite and fund million-dollar lines of credit in a few days.   In addition, Krista is a sponsor and cohost of the popular podcast, Women Who Startup Radio, a networking ... (view full description)

Jim Muller

Managing Director
Fixed Income Investor Network

Jim has a 30 plus year career on Wall Street.  Jim spent his early years at Merrill Lynch and Smith Barney, first as an analyst then as an Institutional Fixed Income Sales Specialist.   Jim earned a BS in General Science at Villanova University and an MBA from NYU Stern School of Business.   Fresh out of graduate school, Jim joined Institutional Investor, a media company covering the financial services industry. Jim worked on the successful launch of Derivatives Week, a newsletter covering the derivatives industry. He went on to run Trader Forum an industry trade organization for institutional equity traders ... (view full description)

Francisco Paez


Francisco Paez is a Director in MetLife's Investments department. He joined MetLife in 2003 at its Latin American regional investments office in Santiago, Chile, where he had roles including responsibilities for structured finance and private equity investments. Francisco joined MetLife’s Structured Finance Group in Morristown, NJ, in 2007, where he’s had roles covering CMBS and ABS globally, as well as non-US RMBS. Prior to MetLife, Francisco spent 6 years at Citibank in Latin America, where he had various relationship management, product management and sales responsibilities. Francisco is a Chartered Financial Analyst. He earned his B.B.A. from th ... (view full description)

Alessandro Pagani

‎Vice President Portfolio Manager
Loomis, Sayles & Company, L.P.

Alessandro Pagani is a vice president, portfolio manager and head of the mortgage and structured finance team at Loomis, Sayles & Company. He leads the group in developing investment strategies for mortgage pass-through, asset-backed, residential and commercial mortgage-backed securities across all fixed income products. Alessandro also co-manages the firm’s securitized investment strategies. With 23 years of investment industry experience, Alessandro joined Loomis Sayles in 2008 from Cambridge Place Investment Management, a specialty manager of credit sensitive structured securities, where he was co-head of global research and credit. He was also a director of asset-backed s ... (view full description)

Kevin Phillips

Head of Corporate Development
Kabbage, Inc.

Kevin Phillips has a track record of building shareholder value having worked in technology, operations, and finance positions for a number of high-growth companies, including: Head of Corporate Development of Kabbage, Inc., Kabbage provides the most advanced lending infrastructure available globally enabling small businesses to borrow the funds they need. Kabbage accomplishes this through a direct SMB lending product and technology platform adopted by banks and non-banks worldwide, with originations in excess of $5B. Mr. Phillips has raised $500M of equity and more than $1B of debt. Prior to his appointment as Head of Corp Dev he was Kabbage’s CFO for several years and prior ... (view full description)

Zac Prince

Founder & Chief Executive Officer

Zac's experience includes leadership roles at multiple successful tech companies. Initially in adtech, where he was a part of two successful acquisitions, Admeld (Acquired by Google) and Sociomantic (acquired by DunnHumby). Prior to starting BlockFi, he led business development teams at Orchard Platform, a broker dealer and RIA in the online lending sector, and Zibby, an online consumer lender. He graduated Cum Laude from Texas State University with a BA in International Business and minor in Spanish.

Ian Rasmussen

Senior Director
Fitch Ratings

Ian Rasmussen is a senior director of Fitch's Funds and Asset Management Rating Group responsible for ratings and research in the U.S. on money market funds, closed-end funds, local government investment pools and asset managers. From 2003 to 2008, Ian worked in Fitch's credit policy group, where he supported the corporate, municipal, and structured finance rating groups and conducted research on credit default swaps and structured finance. Ian earned a BS in finance from Southern Utah University and an MBA in finance from Fordham University.

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)

Peter Rudegeair

The Wall Street Journal

Peter Rudegeair is a staff reporter at The Wall Street Journal where he covers the intersection between finance and technology.

Prior to joining the Journal in 2015, Peter worked as a reporter at Reuters News and as a research associate at the Council on Foreign Relations.

He is a graduate of the University of Pennsylvania. 

Jared Sawyer

Principal, Former Deputy Assistant Secretary for Financial Institutions Policy
Rich Feuer Anderson, U.S. Department of the Treasury

Jared Sawyer is widely regarded as a financial services policy expert on issues related to prudential banking regulation, consumer financial protection, insurance, cybersecurity and FinTech. Prior to joining RFA, Mr. Sawyer was the Deputy Assistant Secretary for Financial Institutions Policy at the U.S. Department of Treasury. At Treasury, Mr. Sawyer managed and directed the operations of the Office of Financial Institutions, the Federal Insurance Office, and the Office of Critical Infrastructure Protection. Mr. Sawyer served on the leadership team for Treasury’s public policy reports and served as a senior member of Treasury’s housing finance working group. Further, he was the p ... (view full description)

John Schrader

Managing Director
Duff & Phelps, LLC

  John is in charge of the Marketplace Lending and Whole Loan Services practice.  He has 25 years of fixed-income, capital markets and investment banking experience.  John serves institutional investors globally with Net Asset Value pricing on MPL loans pools, platform due diligence for secured lending and private equity investing, and securitization advisory. In additional John is responsible for model validation and model construction services in his practice. Prior to Duff & Phelps, John was Managing Director, Head of Global Risk Management in the Securitized Products Group of Morgan Stanley.  Prior to joining Morgan Stanley, John was a Senior Managing Director at Be ... (view full description)

Mark Simmer

Managing Director
Macquarie Group

Mark oversees a team within Macquarie’s Portfolio Solutions Group focused on providing  financing facilities, working capital lines, and other balance sheet solutions to funds and originators across consumer, small business, and real estate assets classes. Mark also helps oversee the team’s investments in distressed real estate portfolios. Prior to his current role, Mark helped manage a $500mm+ long-short structured products book for Macquarie Credit Investment Management. There he managed a portfolio spanning RMBS, CLOs, CDOs, among other esoteric asset classes. Prior to joining Macquarie, Mark spent 2 years trading and structuring corporate synthetic CDOs at Banc of America Securities. Mar ... (view full description)

Saket Sinha

Global Vice President - Blockchain

Saket Sinha, Vice President & Global Leader Blockchain for financial services. He leads Blockchain solutions for Financial Services globally. He brings deep expertise in convening Blockchain networks around financial services uses cases and new opportunities for our clients.     Saket is responsible for growing IBM’s Blockchain business in financial services across our banking, insurance and financial markets clients. He brings years of experiences in financial services business model, technology and architecture related to digital transformation, payments, platform banking, core banking, marketplace banking, mobile commerce, cloud based business models, intelligent automatio ... (view full description)

Tim Spence

Executive Vice President, Head of Consumer Banking, Payments & Strategy
Fifth Third Bank

Tim Spence is executive vice president and head of consumer banking, payments, and strategy for Fifth Third.  He is responsible for the retail banking, mortgage, auto lending, cards, and commercial payments lines of business, and the digital, strategy, decision sciences, and fintech partnerships teams.  In 2018, he was named the American Banker’s Digital Banker of the Year. Tim joined Fifth Third from Oliver Wyman, where he was a senior partner in the Financial Services practice group advising large banks and insurance firms on issues of strategy and performance improvement.  Prior to joining Oliver Wyman Tim held leadership positions at two growth stage technology fir ... (view full description)

Denise Thomas

Chief Executive Officer & Co-Founder
ApplePie Capital

Denise founded ApplePie Capital to create a new, more efficient source of capital for franchise businesses. As CEO and Chairman, she oversees all aspects of the company.   Denise has more than 20 years of executive leadership experience in business and market strategy development. Her public and private company expertise spans the financial services, technology, healthcare, hospitality and online services industries, and she has led companies backed by leading venture capital firms, including Kleiner Perkins, Mohr Davidow and Sequoia Capital.   Denise has founded three other companies, and held executive and management positions with SharesPost, Healthiest You, Navige ... (view full description)

Jeremy Todd

Head of Capital Markets
Prime Meridian Capital Management

Jeremy Todd, CFA, has over 20 years of financial services experience in management, sales, and marketing covering asset managers, hedge funds, institutional investors, broker dealers, and registered investment advisors. He is the Head of Capital Markets at Prime Meridian Capital Management. Previously he was the Head of West Coast and Asia Regions at two different fintech startups dv01 and Orchard Platform. He also spent 17 years in prime brokerage starting at Montgomery Securities, then was a managing director at Bear Stearns, started the prime brokerage division at The Bank of New York Mellon, and lastly at Barclays managing the west coast business. Jeremy earned a B.A. in philosophy from ... (view full description)

Kevin Walsh

Chief Commercial Officer

An executive with 20 years experience in consumer credit risk analytics, Kevin serves as PeerIQ’s Chief Commercial Officer, where he is responsible for new revenue generation, forging strategic partnerships, and managing PeerIQ’s sales, marketing, and client delivery teams. Prior to PeerIQ, Kevin ran direct to consumer mortgage lending for Ocwen Financial, where he led $3B in annual production.  Kevin began his career in analytical consulting at Inductis and Opera Solutions, where he delivered engagements in underwriting, pricing, marketing, and fraud management in consumer and small business credit. He also served as SVP, Credit and Marketing Analytics at Advanta Bank Corp.  Kevin received ... (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)

Charles Wendel


Charles Wendel is President of FIC Advisors, Inc. (FIC), a management consulting firm providing practical recommendations and implementation planning that results in a sustainably stronger botttom line. Mr. Wendel has extensive experience both as a commerical (Citibank) and merchant banker (Bankers Trust and Schroders) and consultant. His banking background also includes experience in workouts and corporate restructurings. Before founding FIC over 20 years ago, Mr. Wendel was an Engagement Manager with McKinsey & Co and a Partner at Mercer Management Consulting. He has consulted to money center, regional and community banks, and diversified financial services comp ... (view full description)

Felix Zhang

Managing Director
Ares Management

Felix Zhang is a Managing Director at Ares Management and is responsible for the origination, structuring and execution of private asset backed transactions and other structured credit investments across the specialty finance sector. Prior to joining Ares, Felix was an associate at Goldman Sachs where he focused on principal lending and securitization execution across a wide array of consumer, commercial and non-traditional assets. Felix received a BA with honors in Economics with a secondary degree in Neurobiology from Harvard University.
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Contact Information
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 4th Annual Investors' Conference on Online Lending


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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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