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What Banks Can Learn About Lending Banks and Alternative Lenders as Partners, Rivals Could Peer-to-Peer Borrowers Be a Boon for Underused Bank Branches? Technology is Democratizing Finance

Monday, October 6, 2014

12:00 p.m. -
Registration Opens

Sponsored by:
Biz2Credit

1:00 p.m. - 2:30 p.m.
Pre-conference Workshop: P2P Lending, Investing & the Online Marketplace Evolution 101
Rohit Arora, CEO & Co-Founder, BIZ2CREDIT
Mike Cagney, Co-Founder & CEO, Chairman, SOFI
Advisory Board: Jonathan Morris, President, BMC BANCSHARES
Brendan Ross, President, DIRECT LENDING INVESTMENTS LLC
2:45 p.m. - 3:00 p.m.
Chair's Welcome
Ben Hoffman, Partner, OLIVER WYMAN
3:00 p.m. - 4:00 p.m.
The P2P Shake-Up: Will Alternative Lending or Traditional Lending Win?
Moderator: Timothy "Scott" Case, CEO, MAIN STREET GENOME
Panelist: Sid Jajodia, Vice President Small Business, LENDING CLUB
Advisory Board: Michael Crawford, Senior Manager, Strategic Planning Group, FIFTH THIRD BANCORP
Soumya Sen, Partner, Banking and Financial Services, COGNIZANT
Ravi Subbaraya, SVP, Head of Business Banking Product Management, TD BANK
4:00 p.m. - 5:00 p.m.
Rising Stars: An Introduction to New Entrants
Ben Hoffman, Partner, OLIVER WYMAN
Oren Bass, Co-Founder, PAVE
Chris Ganan, President, Institutional Investments, ASSETAVENUE
Simon Hermiz, Co-Founder, CEO, NOTEX360 INC.
Jeff Keltner, Chief Growth Officer, UPSTART
David Klein, CEO and Co-Founder, COMMONBOND
Emmanuel Marot, Co-founder and President, LENDINGROBOT
Mark Rockefeller, Co-Founder & CEO, STREETSHARES, INC.
Ethan Senturia, Chief Executive Officer, DEALSTRUCK
Carlo Tabibi, Co-founder & CEO, PATCH OF LAND
Neil Wolfson, Board Chairman, BORROWERSFIRST
5:00 p.m. - 6:30 p.m.
Opening Reception

Sponsored by:
Lending Club

Tuesday, October 7, 2014

Click on any of the track details below to view a detailed explanation
7:30 a.m. -
Registration Opens

Sponsored by:
Biz2Credit

7:30 a.m. -
Breakfast Briefing: Better Data Means Better Underwriting
Jeff Keltner, Chief Growth Officer, UPSTART

Sponsored by:
Upstart

8:15 a.m. - 8:30 a.m.
Chairman's Opening Remarks
Ben Hoffman, Partner, OLIVER WYMAN
8:30 a.m. - 9:00 a.m.
Opening Keynote
Jim Francis, EVP/Head of Consumer Lending, UNION BANK
9:00 a.m. - 9:45 a.m.
9:45 a.m. - 10:45 a.m.
Taking the Dive - Current and Future Bank Partnerships with Alternative Lenders
Moderator: Bonnie McGeer, Managing Editor, AMERICAN BANKER MAGAZINE
Jeffrey A. Lipson, President and CEO, CONGRESSIONAL BANK
Advisory Board: Jonathan Morris, President, BMC BANCSHARES
Donald M. Potts, Senior Vice President, Specialty Finance Lender Group, CAPITAL ONE
10:45 a.m. - 11:15 a.m.
Reality Check - The Impact of a Rising Interest Rate Environment
John Augustine, Chief Investment Officer, THE HUNTINGTON TRUST
11:15 a.m. - 12:00 p.m.
The Next Wave of Innovation
Moderator: Jason Jones, Co-Founder & Partner, LEND ACADEMY
Jilliene Helman, CEO and Founder, REALTYMOGUL.COM
Caribou Honig, Founding Partner, QED INVESTORS
Brian S. Korn, Attorney, Crowdfunding and Peer-to-Peer Lending Group, PEPPER HAMILTON LLP
Advisory Board: Ron Suber, President, PROSPER MARKETPLACE
Advisory Board: Renaud Laplanche, Founder & CEO, LENDING CLUB
12:00 p.m. - 1:30 p.m.
Lunch Industry Innovation Session: Balancing Innovation and Discipline
Steve Allocca, VP and General Manager, Global Credit, PAYPAL
Jon Pruzan, Global Head of FIG Investment Banking, MORGAN STANLEY
Advisory Board: Renaud Laplanche, Founder & CEO, LENDING CLUB

Sponsored by:
Lending Club

12:00p.m. - 1:30 p.m.
1:30 p.m. - 2:15 p.m.
Track: Investor Track Sponsored by RCS Capital View Track Market Overview - Taking a Deeper Dive on today's P2P Asset Classes
Advisory Board: Bill Kassul, Partner, RANGER SPECIALTY INCOME FUND
Oren Bass, Co-Founder, PAVE
Mike Cagney, Co-Founder & CEO, Chairman, SOFI
Jason Fritton, Co-Founder and President, PATCH OF LAND
Advisory Board: Sam Hodges, Co-Founder and U.S. Managing Director, FUNDING CIRCLE
1:30 p.m. - 2:15 p.m.
Track: Bank View Track Innovation and Regulation: Can They Co-Exist in the P2P space?
Moderator: Marc P. Franson, Partner, Banking Department and Practice Group Leader of the Bank Corporate Group, CHAPMAN AND CUTLER LLP
Jeffrey I. Langer, Assistant Director, Office of Installment Lending and Collections Markets, Division of Research, Markets and Regulations, CONSUMER FINANCIAL PROTECTION BUREAU
Speakers to be Announced
2:15 p.m. - 3:00 p.m.
Track: Investor Track Sponsored by RCS Capital View Track Top Ten Things You Need to Know When Investing in this Space?
Panelist: Don Davis, Managing Partner, PRIME MERIDIAN CAPITAL MANAGEMENT
K. Scott Canon, President and CEO, RANGER CAPITAL GROUP
Kimberly Foss, Founder and President, EMPYRION WEALTH MANAGEMENT INC.
Nicole Rothschild, CEO and CFO, PETRA PARTNERS
James Viceconte, Portfolio Manager, Global Opportunistic Finance Strategy, ALLIANCE BERNSTEIN
2:15 p.m. - 3:00 p.m.
Track: Bank View Track Looking Under the Hood: P2P & Online Lenders - Friend or Foe?
Brian Graham, Chief Executive Officer, BANCALLIANCE
Daniel Cope, Principal, Americas Finance & Risk Practice, OLIVER WYMAN
Jeff Bogan, Head of Institutional Group, LENDING CLUB
Josh Tonderys, Chief Risk Officer, PROSPER MARKETPLACE, INC.
3:00 p.m. - 3:30 p.m.
Networking Break

Sponsored by:
Richards Kibbe & Orbe

3:30 p.m. - 4:15 p.m.
Track: Investor Track Sponsored by RCS Capital View Track Game Changers - Securitization, Secondary Market and other Visions of Grandeur
Moderator: Fernando Guerrero, Managing Partner and CIO, VARADERO CAPITAL
Advisory Board: Jon Barlow, Founder, EAGLEWOOD CAPITAL MANAGEMENT
Matt Burton, CEO and Co-Founder, ORCHARD PLATFORM
Advisory Board: Larry Chiavaro, Executive Vice President, FIRST ASSOCIATES LOAN SERVICING, LLC
Ashees Jain, Managing Principal and Co-Founder, BLUE ELEPHANT CAPITAL MANAGEMENT, LLC
Gary P. Kochubka, Managing Director - Lead Analytical Manager, S&P RATINGS SERVICES
3:30 p.m. - 4:15 p.m.
Track: Bank View Track Innovation in Data Sources & Uses that Empower P2P
Moderator: Larry Walker, Managing Director, KPMG LLP
Elizabeth Braman, Chief Production Officer, REALTY MOGUL
Advisory Board: Noah Breslow, Chief Executive Officer, ONDECK
Beverly Regan, Manager, Market Planning for Credit Risk Decisioning, LEXISNEXIS
4:15 p.m. - 5:00 p.m.
Track: Investor Track Sponsored by RCS Capital View Track Not So Small After All - Finding Yield in Small Business Loans
Moderator: Rob Snow, Head of Advisory Services and Asset Trading, CARILLON CAPITAL, LLC
Scott Ryles, Co-founder and Managing Member, ECHELON CAPITAL STRATEGIES, LLC
Albert Periu, Global Co-Head of Capital Markets, FUNDING CIRCLE
Samuel Porat, Managing Director, NB ALTERNATIVES
4:15 p.m. - 5:00 p.m.
Track: Bank View Track Becoming the Everyday Bank - Understanding Today's Consumer
Robert Mulhall, Managing Director, Financial Services, ACCENTURE
5:00 p.m. -