CMCAS Presents:

Fintech Lending:

The New Frontier in Banking

 

Thursday, November 29th 2018

HSBC, 452 Fifth Avenue, Tower 11, The Americans Room, New York, NY

Check-In: 5:15pm-5:45pm, Panel Discussion: 5:45pm - 7:00pm, Cocktail Reception 7:00pm-8:00pm‚Äč

 

 

Fintech firms, particularly those operating in the individual and small business lending space, have attracted a great deal of interest in the last several years. We invite you to join us and our distinguished panel of speakers as they provide insights encompassing traditional financial institutions, rating agency views, new entrants into this space and emerging risk themes.
 
Discussion questions will include:
  • Are fintech firms here to stay?
  • Will fintech firms fundamentally change the structure of the market?
  • How will traditional financial institutions compete and adapt?
 
Confirmed Speakers:
 
Brendan Browne, Senior Director, Financial Services Ratings, S&P Global Ratings
Brendan Browne, CFA is a senior director on S&P's North American Financial Institutions Ratings Team. As a sector lead on the team, he covers some of the largest U.S. financial institutions, including JPMorgan Chase & Co. and Morgan Stanley, and also conducts research on and writes about developments in the bank and nonbank financial institutions industries.
 
He joined S&P in 2010 and has covered a range of large and regional banks, broker-dealers, and finance companies. Brendan previously worked for four years as an analyst at Endurance Capital, a private equity fund that invested in community banks.
 
He holds an M.A. in Applied Economics from Miami University and a B.A. from the University of Notre Dame.
 
 
Ashish Jain, Senior Vice President, Capital Markets, SoFi
Ashish Jain joined SoFi in May 2016 and serves as Senior Vice President of Capital Markets. 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 Carnegie Mellon Tepper Alumni Board.
 
 
Patricia Kemp, Co-Founder and General Partner, Oak Capital
A top fintech investor, Tricia co-founded Oak HC/FT in 2014 and has 15 years of experience investing in growth equity and early-stage venture opportunities primarily in financial services technology.
 
Previously, she served as a venture partner at Oak Investment Partners and also has held positions at Cendant (formerly CUC International), where she oversaw marketing, operations and managed direct marketing credit card affinity programs. She also held positions at Hewlett Packard and Merrill Lynch. At various times, she oversaw the marketing, operations or general management of a variety of direct marketing credit card affinity programs.
 
She has appeared on Institutional Investor's FinTech Finance 40 list.
 
Tricia received a Bachelor of Arts degree and an MBA degree from Stanford University.

 

 

Additional Speaker From Major Financial Institution to be Announced.

 

 

 

Thank you to our 2018 PLATINUM SPONSOR: Fitch Solutions
 
 

Thank you to our 2018 GOLD SPONSOR: Credit Benchmark

 

REGISTRATION INFORMATION

 

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REGISTRATION FORM FOR THE NOVEMBER 29TH 2018 CMCAS PROGRAM (IF REGISTERING BY EMAIL OR FAX)

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REGISTRATION FEES:

 

CMCAS MEMBER RATE: $55

 

CMCAS NON-MEMBER RATE: $85

 

DISCOUNT RATE: RE-JOIN/JOIN AND ATTEND "FINTECH LENDING: THE NEW FRONTIER IN BANKING" ON NOVEMBER 29TH, 2018: $110

(If you join today, membership is valid until December 31, 2019.)

 

Cancelation Policy: Fee refunded with cancelation until close of business day by Tuesday, November 26th 2018.

Cancelations subsequent thereto and no-shows are liable for payment.

 

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