© 2017 CANADIAN LENDERS SUMMIT

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LUNCHEON WORKSHOP   |  12:50 pm – 1:50 pm

Deep Dive into the U.S. & Canada's FinTech Ecosystem & the State of Both Specialty Finance Industries

Stacey Schacter
CEO
VION RECEIVABLE INVESTMENTS

Peter Misek

IT Venture Fund Partner

BDC

WEDNESDAY SEPTEMBER 27, 2017

AGENDA  THURSDAY OCTOBER 26, 2017

8:00 am      
REGISTRATION & NETWORKING BREAKFAST
8:45 am    
CHAIRPERSON’S WELCOME AND OPENING REMARKS

9:00 am      

The Canadian Lending Ecosystem: State of the Industry

  • Uncertain global economic and political conditions and their impact on the Canadian market

  • Where are the next growth opportunities for specialty finance businesses, and what changes are needed to accommodate growth in the industry?

  • Leveraging technology’s role in international lending and opening opportunities in new geographies

  • Getting regulation right – how can regulation help to build market trust & credibility?

9:45 am      

Winning in the Middle Market: What Can Canada Learn From Other Markets on Middle Market Lending and SMEs

  • A look at international markets such as U.S., Hong Kong, U.K. and Australia

  • Strategies for building out within middle market lending – risks and opportunities

  • Equity partnerships vs. debt agreements: what does the future of specialty finance hold?

  • Understand how the underwriting and deal structuring process differs in smaller asset classes

  • The role of BDCs in specialty finance – how are BDCs affecting the middle market industry and small businesses?

Moderated By:

Ryan T. McGovern

Managing Director & Investment Committee Member

STAR MOUNTAIN CAPITAL

Jason Bross

Chief Operating Officer

LATITUDE20 CAPITAL PARTNERS

Cheryl Carner

Managing Director

CRYSTAL FINANCIAL

Jeffrey Watson

‎Director, Research & Analytics

WESTCOURT CAPITAL

Doug Vaughn

Senior Managing Director and Chief Administrative Officer

TRIANGLE CAPITAL CORPORATION

11:15  am    

Steal, Buy and Borrow: Canada and the World 

  • What can Canada learn from international markets to help accelerate growth? 

  • Canada’s FinTech adoption rate more than doubled, but it is still one of the lowest in the world, what can we do to continue the momentum?

  • What can Canada learn from international markets?

  • Is there an opportunity for Canada to create a competitive advantage within Specialty Finance?

  • What key obstacles does Canada have to overcome to see adoption rates similar to other international markets?

 

 

12:00 pm    

CANADA'S SMART BOX LAUNCH

  • CLA launches a comparison tool to foster a common language and enhanced disclosure standards in the SME lending vertical

  • Example of a successful adaptation of a US initiative into the Canadian market

10:30 am    
MORNING NETWORKING BREAK

12:20pm       

Accelerating the Development of Canada’s Fintech's Ecosystem in the Innovative Lending Space

  • A look at Canada’s growing fintech industry and latest initiatives

  • Marketplace lending vs. traditional consumer lending – assessing market shares, risk management functions and investor confidence 

  • Increased M&A interest in marketplace lenders with established regulatory, underwriting and compliance functions from buyers looking to expand customer base

  • Governance issues and process failures at a few specific lenders – what are the lessons learned for Canadian fintechs?

  • Changing funding structures and demands of capital providers placing a premium on transparent, well managed platforms

Moderated By:

Kevin Sandhu

CEO

GROW TECHNOLOGIES

Stuart Denyer

CEO

SHERMAN BRIDGE LENDING

12:45 pm  
NETWORKING LUNCHEON
Alongside the networking luncheon, the event will be holding an interactive luncheon workshop to allow you to drill deep into a specific issue, network with executives facing similar challenges and connect with industry experts. (Pre-registration is required to attend this session.)

2:00 pm      

ROUNDTABLE DISCUSSIONS

These sessions will provide you with a unique opportunity to discuss the most pertinent business trends in the specialty finance industry with your peers. These sessions are designed to allow you to share your expertise with a small, intimate group of attendees, and directly interact with experts leading the sector. Choose between one of the following sessions:

ROUNDTABLE 1

Alternative Lending: Capitalizing on Trends, Opportunities and Preempting Pitfalls

  • A look at how alternative lending has responded to the hiccups of 2016

  • Finding returns in established subsectors including equipment leasing, trade finance, real estate and SME lending

  • How alternative lenders are developing their businesses, detecting dangerous borrowing (i.e. loan stacking) and what models are performing?

  • Prudent investing across the credit cycle: critical points in evaluating alternative lenders and their portfolios

  • Fintech opportunities brought about by alternative lending and how you can leverage them

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

Jason Bross

Chief Operating Officer

LATITUDE20 CAPITAL PARTNERS

Doug Vaughn

Senior Managing Director and Chief Administrative Officer

TRIANGLE CAPITAL CORPORATION

Stacey Schacter

CEO

VION RECEIVABLE INVESTMENTS

ROUNDTABLE 2

Portfolio Diversification: Meeting High Internal Rate of Return Investment Criteria

  • Where are the new opportunities for diversification in specialty finance?

  • Equipment leasing companies and high-yield-generating businesses as a complementary route to PE’s existing portfolio assets

  • Monitoring flows out of certain asset categories due to the impact of higher interest rates 

  • Will institutional investors increase their portfolio allocations for alternative credit?

  • Diversifying your portfolio between large and small deals

2:30 pm      

Legal Deep-Dive Roundtables

These sessions will provide you with a unique opportunity to discuss the most pertinent regulatory and legal issues with your peers. These sessions are designed to allow you to share your expertise with a small, intimate group of attendees, and directly interact with experts leading the sector. Choose between one of the following sessions:

Moderated By:

Chris Arnold

Senior Managing Director

CRYSTAL FINANCIAL

John Fruehwirth

Managing Partner

ROTUNDA CAPITAL PARTNERS

Loren Francis

Principal

HIGHVIEW FINANCIAL

3:30 pm      

FIRESIDE CHAT: FinTech Regulation and Privacy

4:00 pm       

Commercial Credit Trends- Canada

This presentation will highlight some of the key findings from Equifax Canada’s Commercial data and compare some of these trends to Canada’s economic conditions. We will cover performance of:

  • Average Trade Balances

  • Delinquency Rates

  • Bankruptcy Trends

  • Legal Notices Trends

  • Credit Score Performance – Industry View

The audience will walk away with an appreciation of best performing industries and regions.

4:30 pm      
 CHAIRPERSON’S SUMMARY & NETWORKING RECEPTION

B2B: DEEP DIVE REGULATION & THE CHANGING LANDSCAPE OF THE LAW

  • How do we add clarity and simplicity to regulation while at the same time not stifle innovation?

  • Ontario Securities Sandbox: thumbs up or down?

  • Can Regtech accelerate growth?

B2C: DEEP DIVE REGULATION & THE CHANGING LANDSCAPE OF THE LAW

  • Deep dive on regulatory issues specific to B2C?

  • How do we move past growing pains?

3:00 pm     

Driving Competitive Advantage for Canada and Harnessing Its Value in the Specialty Finance Market

  • Canada’s strengths and how it can develop as a center of excellence

  • Machine learning and artificial intelligence and how it is changing talent requirements and organizational processes

  • Data and information platforms role in eroding benefits of scale    

  • Positioning Canada as a prime investment market for fostering foreign capital growth

  • Building trust and reputation and attracting the right investment

  • Private debt as an asset class for HNWIs – exploring liquidity and yield and leveraging uncorrelated volatility

Jason Wang

Vice President, Risk Analytics

PROGRESSA

Peter Misek

IT Venture Fund Partner

BDC

Moderated By:

Gary Fearnall

Country Manager, Canada

ONDECK

Gary Fearnall

Country Manager, Canada

ONDECK

Edward Wu

Director of Loan Originations

REVERE CAPITAL

Michael R. King

Tangerine Chair, Finance

IVEY BUSINESS SCHOOL

Eric Tung

Director, Digital Transformation

SCOTIABANK

Kevin Clark

President

LENDIFIED

Michael E. Burke

Partner

BLAKES

Jeff Mitelman

CEO & Co-Founder

THINKING CAPITAL

Neil Wechsler

CEO

EVOLOCITY FINANCIAL GROUP

Moderated By:

Timothy John Murphy

Executive Partner

MCMILLAN LLP

Lyndsay Wasser

Co-Chair, Privacy & Data Protection Co-Chair, Cybersecurity

MCMILLAN LLP

D.J. Lynde

Associate

MCCARTHY TETRAULT LLP

12:15 pm     

The State of Alternative Lending in Canada

Jeff Mitelman

CEO & Co-Founder

THINKING CAPITAL

Scott Stewart

CEO

INNOVATIVE LENDING PLATFORM ASSOCIATION

Matt Fabian

Director of Research and Consulting

TRANSUNION CANADA

Jason Appel

Chief Risk Officer

goeasy LTD.

Paul Belanger

Partner

BLAKES

Elizabeth Sale

Partner

BLAKES

Sylvia Kingsmill

Partner, Financial Advisory

DELOITTE CANADA

Romit Malhotra

Senior Managing Director & Partner

DELOITTE CANADA

Sam Taussig

Head of Global Policy

KABBAGE

George Staikos

Director, Commercial Markets

EQUIFAX