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John Fruehwirth is the Managing Partner of Rotunda Capital Partners. Since founding RCP in 2008, they have completed seven platform acquisitions and several add-ons. John focuses on investments in specialty finance, asset-light logistics and value added distributors, but has also invested in other end markets including business services, insurance services, aerospace, retail, consumer products and government contracting industries. John earned his M.B.A. from the Darden School of Business Administration at the University of Virginia. He earned his B.B.A. from the University of Wisconsin-Madison. He currently serves on the Boards of Amware Logistics Services, Primary Integration and Commercial Credit, Inc. John is a member of Capital for Children which exists to bring hope and resources to children in need in the metropolitan Washington, DC area.


Chief Operating Officer, LATITUDE20 CAPITAL PARTNERS

Mr. Bross has in excess of 18 years of financial and asset management experience and in his capacity as Chief Operating Officer, he is responsible for managing capital markets, finance, operations, legal and compliance, marketing, human resources, and technology. Prior to forming Latitude20, Mr. Bross served as Executive Director, Head of Strategic Projects at The International Investment Group. In this capacity, Mr. Bross was mandated to lead the organization’s strategic and capital markets initiatives and served as the primary liaison between the credit and operations team. Accomplishments include managing the largest non-bank trade finance securitization to date (2013) and structuring and managing efforts in becoming a sub-advisor for the first publically traded impact based mutual fund. Prior to joining the International Investment Group, Mr. Bross co-founded Argon Venture Partners, the first California-Western Canada technology venture capital firm in which he managed the diligence efforts on potential investments, spearheaded partnerships with universities, the Canadian government, IBM and served as the fundraising partner. Prior to forming Argon, Mr. Bross served as Head of Private Equity and Venture Capital for the National Investors Group S.A., a wholly owned subsidiary of the National Bank of Kuwait. He commenced his career in the leveraged finance group at CIBC World Markets. During his career, Mr. Bross has been part of in excess of US$4.7 Billion of transactions Mr. Bross received his B.S. in Finance and Marketing from Lehigh University and was a 2014 Recipient of The M&A Advisor 5th Annual 40 Under 40 Recognition Award.


Managing Director, CRYSTAL FINANCIAL

Cheryl Carner is a Managing Director with Crystal Financial and is responsible for business development, originations and marketing strategy.  She sources, structures and underwrites senior and juniorsecured debt financings for middle-market companies across a wide range of industries.


Prior to joining Crystal, Cheryl was a SVP with GE Franchise Finance focused on debt financings for private equity backed restaurant companies.  At CapitalSource, she was the Managing Director of the Retail & Consumer specialty lending team and provided over $1.0 Billion ofcommitments to private equity backed retail, restaurant, apparel and consumer product companies.  Her 20 years of experience in the financial services sector, began with Fleet Retail Finance and its predecessor entities.

Cheryl received her BBA at the University of Massachusetts at Amherst and her MBA at the F.W. Olin Graduate School of Business at Babson College.



Mr. Schacter is currently CEO of Vion Receivable Investments, which he started with private equity backing in 2008 at the start of the “great recession”.  Prior to Vion, Mr. Schacter worked over a 17 year period as outside counsel, and eventually general counsel and CEO of a financial unit of Schottenstein Stores Corporation.  While in private practice, Mr. Schacter focused on mergers & acquisitions, Chapter 11 bankruptcy, and compliance.  Mr. Schacter holds a JD from The Ohio State University Law School (’88) and a BS in Accounting and Economics from Miami University (Ohio)(’85).


Managing Director & Investment Committee Member, STAR MOUNTAIN CAPITAL

Mr. McGovern has nearly two decades of investment and advisory experience with much of that time spent launching and managing mezzanine debt funds and working with mezzanine fund investors around the world. At Star Mountain, Mr. McGovern is involved in all aspects of the firm’s investment and portfolio management activities in addition to business development and investor relations efforts. Mr. McGovern joined Star Mountain from the specialist private debt advisory firm Avebury Capital Partners where he established and ran its North American operations helping to build, advise and raise capital for mezzanine and other private credit investment funds.


Mr. McGovern was previously a partner at Ember Capital (formerly known as Nomura Mezzanine), a London-based alternative investment fund manager which managed a €350 million mezzanine fund sponsored by Nomura in addition to approximately €200 million in other pools of capital for senior and mezzanine debt investments. For nearly 8 years at Ember/Nomura, Mr. McGovern was responsible for originating, executing and managing senior debt and mezzanine investments primarily in connection with private equity sponsor-driven transactions. During his time at Ember/Nomura, Mr. McGovern was instrumental in making more than 25 private credit investments. Mr. McGovern also played a key role in structuring and raising the firm's funds as well as with investor relations on a global basis.


Before joining Nomura in early 2005 to help launch its mezzanine investment business, Mr. McGovern was an investment professional at MezzVest, a €750 million mezzanine fund sponsored by AIG. Earlier in his career, Mr. McGovern was an investment banking associate at HSBC and an investment banking analyst at Stephens Inc. Mr. McGovern began his career as an associate portfolio manager in the asset management division of Dominick & Dominick in New York.


Mr. McGovern completed his MBA at HEC Paris and London Business School and holds a BA from Vanderbilt University.


Director of Loan Originations, REVERE CAPITAL

Edward Wu is the Director of Originations for Revere Capital with responsibility for the origination of special situations debt opportunities with emphasis on sourcing, originating and underwriting real and financial asset based loans. Mr. Wu’s prior tenure includes leadership positions in investment banking with Salomon Smith Barney, Merrill Lynch, and Bryant Park Capital, where he primarily focused on advising in M&A and equity and debt placements in a range of industries and transaction structure types, including debt placements, such as ABL revolving credit facilities and senior and subordinated term loans, as well as cash and stock mergers, LBOs, restructurings and reorganizations, IPOs and follow-on offerings. After serving as an investment banking advisor for close to a decade, Ed managed liquid credit portfolios at Reservoir Capital and Harbert Management, where he also served on numerous Ad Hoc and Official Creditor/Bondholder and Equityholder Committees for numerous Chapter 11 reorganizations/restructurings. Ed graduated magna cum laude from Duke University and received a JD from Harvard Law School. He also holds FINRA Series 7, 24 79 & 63 Licenses.


Senior Managing Director, CRYSTAL FINANCIAL

Chris Arnold is a Senior Managing Director with Crystal Financial and is responsible for structuring, underwriting and closing new loans and managing portfolio investments. Chris has more than 20 years of experience sourcing, structuring and managing debt and equity investments to companies in a variety of industries.

Prior to joining Crystal in 2010, he held positions at GE Capital, CapitalSource and CIT in addition to spending 5 years in private equity where he focused on distressed and turnaround investing.

Mr. Arnold received his BBA with a concentration in Finance from Northeastern University, graduating Magna Cum Laude.



Stuart’s current focus is on bridge lending and single family acquisition strategies. Prior to founding Sherman Bridge, Stuart traded commodities on the New York and Chicago Mercantile Exchanges. Stuart graduated with honors in Management and Business studies with an emphasis in finance from St. Mary’s University in London, a member of the University of Surrey.


Stewardship Counsellor & Principal, HIGHVIEW FINANCIAL

Loren has worked in the capital markets for 24 years as a relationship and portfolio manager and as an investment banker. Loren is a Fellow of the Institute of Chartered Professional Accountants of Ontario (FCPA/FCA), holds the Canadian Investment Manager (CIM) designation and completed her MBA at the University of Toronto. She has been advising high net worth clients and foundations since 2003.

At HighView, Loren works closely with families and foundations in all aspects of investment counselling, portfolio design and allocation and wealth stewardship. She is also a member of the HighView Portfolio Strategy Committee which leads the way to ensure HighView makes the right investment decisions to meet clients’ needs and goals, including analysis and due diligence on investment manager selection, adjusting to shifting markets, working closely with the investment managers they recommend, and monitoring process and performance. Loren believes that goals based needs assessment, combined with transparency and stewardship, results in sustainable investment assets and peace of mind that clients are seeking.

Loren has 16 years of experience as a board director in the not-for-profit sector. Loren serves on the Canadian Advisory Board of Right to Play, a charity dedicated to empowering children in disadvantaged communities through play. She previously served on the Oakville Hospital Foundation Board for 9 years (2008-2017), and the Finance, Risk, Audit and Investment Committee of the Oakville Hospital Foundation for 8 years (2008-2016). Loren was on the Investment Committee of the Oakville Community Foundation for 3 years (2013-2016), and she is a past board member, Co-Chair Fundraising, and Chair of the Investment Committee of Sheena’s Place, a not-for-profit supporting patients and their families suffering from eating disorders (2002-2009).



A lifelong entrepreneur, Kevin started his first business at the age of eleven and has been a startup junkie ever since. After teaching himself to code at fourteen years of age, he enrolled in university on an engineering scholarship at the peak of the "dot-com boom". His dreams of becoming a college dropout and internet millionaire soon dried up, so he switched paths and completed degrees in finance and math. After a decade-long career on Bay Street, working in investment banking and private equity, Kevin was once again bitten by the entrepreneurial bug. He founded Grow in 2014, driven by the vision to reinvent banking using data and technology.


‎Director, Research & Analytics, WESTCOURT CAPITAL

As Director, Research & Analytics, Jeffrey leads screening, evaluation, due diligence and ongoing coverage of Westcourt’s recommended private market investment products.

Prior to Westcourt Capital, Jeffrey was the Director of Corporate Development at Monteco Ltd., a strategic capital firm focused on the infrastructure and software sectors. At Monteco, he led all corporate development initiatives across the group including transaction origination and execution, strategic planning, and all corporate finance activities. In support of the portfolio of companies, he provided macro and micro analytical intelligence in the areas of market development, risk management, and forecasting. Jeffrey was a member of the Monteco Ltd. Advisory Board as well as a member of the Board of Directors at Alfacon Solutions Ltd.

Jeffrey began his career at Loewen & Partners Inc., an investment banking and principal investing firm where he led due diligence efforts in EMD transactions and investment projects. Jeffrey was responsible for developing proprietary transaction materials including dynamic financial models and investment research.

Jeffrey holds a Bachelor of Arts degree from McGill University, a Master of Finance degree from Queen's School of Business, and is a CFA charterholder. While at Queen's, Jeffrey was a Portfolio Manager and Head of Macroeconomic Analysis at the Queen's University Alternative Assets Fund.


Vice President, Risk Analytics, Progressa

Jason Wang leads the risk management and analytics department at Progressa, a fast-growing financial technology firm. He’s experienced in formulating actionable insights from data mining, and works cross-functionally in risk management and marketing analytics to develop sophisticated, strategic solutions across the spectrum of the consumer lending business. Previously, he was director of research and consulting at TransUnion Canada and held management roles at prominent lending organizations, such as American Express and CIBC. His commentary has been featured in the business section of key industry trade publications and national newspapers, and he’s frequently appeared on national television programs such as BNN, CTV and CBC.

Wang received an MBA from New York University, and a bachelor’s degree in physics from Peking University. In addition, he is a CFA charter holder.

Jeffrey began his career at Loewen & Partners Inc., an investment banking and principal investing firm where he led due diligence efforts in EMD transactions and investment projects. Jeffrey was responsible for developing proprietary transaction materials including dynamic financial models and investment research.

Jeffrey holds a Bachelor of Arts degree from McGill University, a Master of Finance degree from Queen's School of Business, and is a CFA charterholder. While at Queen's, Jeffrey was a Portfolio Manager and Head of Macroeconomic Analysis at the Queen's University Alternative Assets Fund.


IT Venture Fund Partner, BDC

Peter Misek is a partner in the IT Venture Fund, based in Toronto. He comes with over 14 years of venture capital experience as an Advisor/ Venture Partner for DN Capital including direct involvement in 2 unicorns. He has almost 20 years of investment banking experience as Managing Director and Co‑Head of Global Technology Research for Jefferies in NYC and as Director of Research and Global Technology Analyst for Canaccord.

Peter holds a CA, CPA, CPA from Illinois as well as a CFA. He is a hobby programmer who has founded technology companies.


Director, Digital Transformation, SCOTIABANK

Eric Tung is the director of Enterprise Innovation at Scotiabank and oversees Scotiabank's involvement in the Canadian fintech ecosystem, including corporate venturing initiatives, fintech incubation program, and strategic partnerships. Eric joined Scotiabank in 2012 and held leadership positions in various International Banking and Digital Banking groups, including Customer Experience, Pricing and Process Solutions, and Digital Transformation.

Prior to joining Scotiabank, Eric was an engagement manager at McKinsey & Company and led Community and Seller Marketing at eBay Canada.

Eric holds a Bachelor of Applied Science (Industrial Engineering) from the University of Toronto as well as an MBA and a Master in Public Administration in International Development from Harvard University.


CEO & Co-Founder, Thinking Capital

Over the last 20 years, Jeff Mitelman, CEO & Co-Founder of Thinking Capital has built his career by challenging the status quo in financial services.  Recognizing the gap between what was needed vs. what was being offered, Jeff was determined to build businesses focused on those who were being underserved. First in ATMs and then in Card payments, the impact of his work can be seen through many of the changes in how these products are consumed today. At Thinking Capital, Jeff and the team are focused on redefining how small businesses borrow. Driven by a vision that Lending should be smarter not harder, he continues to drive product and has cultivated many of TC’s partnerships including CIBC, Staples, Moneris and many more. Jeff is a graduate of McGill University and a proud recipient of the E&Y Entrepreneur of the Year award.


Tangerine Chair, Finance, Ivey Business School

Michael joined the Ivey Business School in 2011 after two decades working in international financial markets.Michael began his career in investment banking and trading working between 1990 and 1998 in New York, London, and Zurich with Credit Suisse and RBC Dominion Securities. After completing his PhD at the London School of Economics in 2001, Michael joined the Bank of Canada in Ottawa where he worked in increasingly senior positions in the Financial Markets and International Departments. From 2008 to 2011, Michael worked for the Bank for International Settlements (BIS) in Basel, Switzerland as a Senior Economist studying financial markets, foreign exchange, and banking regulation (including an economic analysis of Basel III). At Ivey, Michael teaches on the HBA, MBA and Executive Education programs. He holds the Tangerine Chair in Finance, and is the co-Director of the Scotiabank Digital Banking Lab at Ivey.  He is currently working on research and outreach on the impact of financial technologies (“FinTech”) on banking and financial services.


Executive Partner, McMillan LLP

Tim Murphy's practice focuses on transactions with a public component with a particular emphasis on project finance, infrastructure, energy and public private partnerships. Tim also brings extensive experience in the public sector. Formerly Chief of Staff to the Prime Minister of Canada, Tim provided strategic advice and direction to the Cabinet, the Prime Minister and to senior levels of the public service. His public sector experience also includes serving as Chief of Staff to the Finance Minister of Canada, as a Member of Provincial Parliament in Ontario and as a strategic advisor to governments at all levels.

As a lawyer, Tim has advised national and international clients in diverse areas including project finance, construction law, infrastructure and renewable energy, government procurement and bid practices generally. Tim is ranked in Projects by Chambers Global and PLC Which Lawyer and in Project Finance by Who's Who Legal, the Legal 500 Canada, Canadian Legal Lexpert and IFLR 1000. Tim was also nominated by in-house counsel and his peers to appear in the 1st edition of the Guide to the World's Leading Banking Finance and Transactional Attorneys in the field of Project Finance.

Tim is currently an adjunct Professor at the University of Toronto Faculty of Law teaching the Law and Policy of Public Private Partnerships at the JD and LLM levels.

Tim is also a member of McMillan Vantage LP.


President, Lendified

Spanning over 30 years in domestic and international banking, Kevin brings extensive business development and leadership skills from his experiences across all customer segments to his position as President. His passionate views for economic growth and business development in Canada positions him well in delivering Lendified’s products and services to the small business marketplace.

Most recently, in his capacity as Senior Vice President and Global Head of Sales for Scotiabank’s Transaction Banking business, Kevin held responsibility for the delivery of trade finance and cash management products to the Small Business, Commercial and Corporate segments both domestically in Canada and internationally. Previous to this, Kevin was Senior Vice President, International Corporate and Commercial Banking, leading lending activities across the Caribbean, Central and South America and the Asia Pacific markets. In these positions, Kevin held membership in credit, compliance and regulatory committees.

Kevin has lived in a number of international locations, is a graduate of the Executive Leadership Program, The Richard Ivey School of Business, Western University, and holds an MBA also from The Richard Ivey School of Business. Kevin has served as Vice Chair & Director, Canadian Counsel of the Americas, an association promoting Canadian investment in the Americas since 2009 and held a number of public and private board positions.


Partner, Blakes

MICHAEL E. BURKE is a Partner in the Financial Services Group in the Toronto office of Blake, Cassels & Graydon LLP.  His practice consists of transactional work (primarily in the securitization and asset-based lending/leasing areas) and of the establishment of wholesale and retail (consumer) lending/leasing programs for financiers, lessors and suppliers.  He has also acted for a number of Canadian finance and insurance companies in establishing domestic and cross-border private securitization programs and bulk purchase programs.  He has acted for borrowers/lessees and lenders/lessors in a variety of domestic and cross-border loan (e.g., ABL, term, equipment financing, acquisition financing and warehouse credit facilities, project finance, and private placement of bonds and notes) and lease transactions.

Over the years, Michael has been recognized by his peers and clients as one of the top finance, securitization and equipment leasing lawyers in Canada, including by such publications as Best Lawyers, Lexpert, Legal Media Group’s Guide to the World’s Leading Banking, Financial and Transactional Lawyers, Chambers Canada and Chambers Global.  Michael regularly writes and speaks at conferences and seminars on equipment/consumer leasing and loans, securitizations and secured transactions.  For his extensive work in these areas (including his speeches and publications), he was elected in 2016 as a Fellow of the American College of Commercial Finance Lawyers. For 2015, he was named Best Lawyers’ 2015 Equipment Finance Law “Lawyer of the Year” in Toronto. Michael was selected as one of Canadian Finance & Leasing Association’s (CFLA) “Members of the Year” in 2010 for developing the Leasing Law and Leasing Documentation materials for CFLA’s Certified Education program.

Michael is a member of CFLA’s Board of Directors, a member of the Canadian Lenders Association’s Board of Directors, a member of CFLA’s Legal Committee and is Chair of the Ontario Bar Association’s PPSL Committee.  He was the first Canadian lawyer to be a member of the Legal Committee of the U.S. Equipment Leasing and Finance Association (ELFA) from 2010 to 2013.  He is a member of a number of ELFA’s Sub-Committees dealing with E-Commerce, Motor Vehicles, International, and Air, Marine and Rail.  He has had extensive dealings with governmental officials on behalf of CFLA on a variety of issues relevant to CFLA members. 

Michael has been an Adjunct Professor at Osgoode Hall Law School, where he taught secured transactions. Michael holds a LL.B. from Osgoode Hall Law School and an M.B.A. from the Schulich School of Business.


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

Lyndsay is the Co-Chair of McMillan’s Privacy & Data Protection Group and its Cybersecurity Group. She is a Certified Information Privacy Professional/Canada, and regularly advises and assists clients on a broad range of privacy and cybersecurity issues, including advising on access requests, legal requirements related to data security, workplace privacy issues (e.g. background checks, computer/video/phone monitoring, GPS tracking, drug and alcohol testing), handling personal health information, CASL compliance, and transferring personal information across borders, as well as helping organizations to develop privacy compliance programs, privacy and social media policies, data sharing agreements and consent forms. Lyndsay has extensive experience advising and representing clients in connection with privacy and data breaches involving different types of information including payment card information, patient data, employee personal information, and sensitive identity information. She has assisted clients in a number of industries with risk assessment, breach response strategy, complying with notification obligations, communication with regulators and coordinating forensic investigations.


In addition, Lyndsay regularly provides advice and assistance to vendors and purchasers with respect to the privacy and employment aspects of corporate transactions, including negotiating the terms of purchase agreements, evaluating issues in the transactions, and drafting offer letters and other contracts for transferring employees. Lyndsay regularly writes and speaks on privacy and employment-related topics, and is the co-author of Privacy in the Workplace, 4th ed. and the Privacy chapter in the Ultimate Corporate Counsel Guide (CCH). Lyndsay also advises and assists management with respect to all areas of employment, labour, pension and benefits laws, including advising on hiring, performance management, employment standards, human rights laws and employment terminations, as well as drafting or reviewing employment contracts, compensation plans and employment policies. Lyndsay advocates for clients in wrongful dismissal actions, human rights applications, workers' compensation claims, complaints to the Ministry of Labour, and matters before the Ontario Labour Relations Board and the Canada Industrial Relations Board.


CEO, Innovative Lending Platform Association

Over the past 20 years, Scott Stewart envisioned, designed,built and operated a variety of organizations and teams to achieve public policy objectives.

As the new CEO of the Innovative Lending Platform Association, Scott will guide the development and expansion of the organizationrepresenting online small business lenders.  ILPA advances best practices and standards that support responsible innovation and access to capital. 

In his most recent role as Senior Director of FinTech Initiatives for the Financial Services Roundtable (FSR), Scott developed and implemented collaborative programs between technology companies and financial institutions, personally recruiting over 25 technology partners for the effort.  The programs were designed to help financial institutions and technology companies find common ground for partnership on technical issues and public policy.

He also designed and executed the first FinTech Ideas Festival that featured the world’s leaders at the confluence of finance, innovation and technology and was livestreamed by CNBC.  The event included 110 CEOs from the financial services and technology industries and top trended on Twitter.  When combined the two technology programs Scott created (the FSR Tech Collaborators Program and the FinTech Ideas Festival) generated over $1.7 million in new revenue for FSR.

Before joining FSR, Scott made a significant impact in energy policy for political, corporate and government groups. He served in the Secretary’s office at the Department of the Interiorin 2005 and 2006 and designed plans for communicating both fossil and renewable Secretarial decisions on energy policy to energy and environmental groups, policy leaders and state governments.

While at Shell, Scott successfully guided several significant regulatory commenting campaigns; designed Shell’s proposed royalty structure for oil shale development to the BLM; and worked with environmental NGOs to successfully influence new Colorado hard rock mining regulations.

Scott graduated BA in history from Yale in 1998 and obtained his MBA from the University of Denver in 2008.  He lives in Alexandria, VA with his wife and daughter.


Associate, McCarthy Tetrault LLP

D.J. Lynde is an associate in the Financial Services Group of McCarthy Tétrault LLP in Toronto. His practice focuses on banking, secured lending, private equity, securitization and structured finance transactions. He obtained his Bachelor of Arts (Hons.) in Political Science and History from the University of Western Ontario in 2007. Mr. Lynde received his LL.B. from the University of Alberta Faculty of Law in 2010 and his LL.M. from Osgoode Hall Law School in 2015. He was called to the Ontario Bar in 2011.


CEO, Evolocity Financial Group

Neil brings over 20 years of entrepreneurial experience to Evolocity where he is responsible for driving growth in the company’s business and overall corporate strategy. After graduating from McGill University with degrees in Civil and Common Law, Neil briefly practiced law before becoming President and CEO of Optimal Group Inc. (formerly Optimal Robotics Corp.) where he grew the company from a technology start-up to a leading NASDAQ-listed self-checkout and payments company.


Director of Research and Consulting, TransUnion Canada

Matt Fabian delivers industry insights around the consumer credit marketplace, and risk and lending dynamics facilitating solutions and strategies. He’s a recognized analytics, strategy and marketing innovator with over 25 years of experience driving profitable business growth through the strategic use and monetization of data and analytics. Prior to TransUnion, Fabian held senior roles in strategy and advanced analytics at BMO Financial Group in credit card, insurance and wealth management lines of business, as well as strategic consulting roles at The Polk Company and EuroRCSG. Fabian has contributed numerous articles, speaking appearances and published papers on both practical and strategic use of analytics. He holds a bachelor’s degree with honors in economics, a CPA and CMA designation and is a CFA charter holder.


Country Manager, Canada, OnDeck

Gary Fearnall brings over a decade of experience in digital technology, innovation and small business solutions to his role as Country Manager at OnDeck Canada, where he sees the greatest opportunity to help small businesses grow via rapid access to operating capital.  OnDeck's mission is "To support the power of small business with exceptional services that empower them to say yes to opportunities."

Prior to joining OnDeck, he worked with some of Canada’s leading organizations including, LinkedIn, The Globe and Mail, Rogers Communications and Cineplex Entertainment where he lead ecommerce, online advertising and mobile initiatives.  

In his most recent role as Director of Sales and Marketing Solutions at LinkedIn, Gary played a significant role in the professional social network’s expansion in Canada. During his working career he has worked closely with small and enterprise businesses on growth strategies which leveraged online, social media, content marketing and mobile advertising.


Chief Risk Officer, goeasy Ltd.

Jason is the Senior Vice President and Chief Risk Officer of goeasy Ltd. having joined goeasy in 2012. Jason was previously Senior Vice President, Decision Management, with Citigroup and prior to that held senior positions in the mortgages and lending division of CIBC. Jason holds a Master of Business Administration from the Schulich School of Business and a Bachelor’s Degree from the University of Toronto.


Senior Managing Director and Partner, DELOITTE CANADA

Romit leads the Toronto Corporate Finance practice at Deloitte.  Romit has a diversified mix of Corporate Finance and M&A experience and has increasingly focused on specialty finance in recent years.  Romit has been involved as an advisor or capital provider in transactions with total value of over $7.0 billion.  Prior to joining Deloitte, Romit was a Director with a leading Canadian independent investment bank where he advised public and private companies, boards of directors, entrepreneurs, and creditors on domestic and cross-border divestitures, acquisitions, financings, valuations, and fairness opinions.  Before that, he worked with the leveraged finance group of a Canadian chartered bank where he was involved in structuring and syndicating acquisition financings for leveraged buy-outs led by Canadian and U.S. private equity firms.  Romit holds an MBA from the Rotman School of Management at University of Toronto and is a mechanical engineer.


Head of Global Policy, KABBAGE

Sam Taussig entered the alternative credit space in Zambia where he experienced how micro credit projects offered a sustainable path to entrepreneurship. Since 2007, Sam has promoted alternative credit around the world with a variety of non-governmental organizations and the United Nations. Before coming to Kabbage, Sam worked in Indonesia supporting micro-economic development, “big data” and bilateral diplomacy.


Sam is responsible for Kabbage’s interactions with state, federal and foreign governments and community development organizations. He covers issues ranging from financial regulatory reform to artificial intelligence, privacy and corporate social responsibility. 


Director, Commercial Markets, Equifax Canada Co.

George Staikos is Director, Commercial Market Vertical for Equifax Canada. George brings over 28 years of experience in sales and marketing from the technology sector with a primarily responsibility for building and deploying Equifax’s marketingand product strategy for the commercial sector in Canada. Clients include finance and insurance companies, manufacturers, capital leasing and financing companies, independent finance lenders, platform technology firms, and data partners. His strategies focus on bringing solutions to the market that address business challengesinthe full Commercial Credit Risk lifecycle including client acquisition, risk modeling, origination, fraud, portfolio management, and collections.


In his past, George has been President – Client Services at DMTI Spatial, VP Sales North America at Platform Computing, and National Software Sales and Marketing Manager at IBM Canada. He holds an MBA from the Ivey School of Business.


Partner, Blakes

Paul is Group Leader of Blakes Financial Services Practice. His practice encompasses all aspects of the regulation, business and affairs of financial institutions, includingbanks, insurance companies and other regulated and unregulated providers of financial services.  Paul advises on governance, enterprise risk management,business and ownership structures, product development, permitted investments; capital, related party transactions, licensing, and distribution matters and all other regulatory issues.

Paul also heads Blakes Innovation Council, which focuses on practice innovation, and isCo-chair of the Firm's Pro Bono Committee.


Partner, Blakes


Senior Managing Director and Chief Administrative Officer, TRIANGLE CAPITAL CORPORATION


Partner, Financial Advisory, DELOITTE CANADA

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