Canadian
Lenders
Summit November 2018

Canadian Lenders Association, is proud to present the 2nd Annual Lenders Summit (November 21, Toronto, Canada). The Summit is focused on tools, policies and fintech solutions that will provide measurable ROI in 2019.

The Summit continues to be a key platform to network with Canadian finance experts, who will showcase how to thrive during periods of uncertainty and exploit new asset classes, geographies and partnerships to better meet market needs and provide attractive risk-adjusted returns.

Sponsors

Agenda

5:20 PM

NETWORK RECEPTION

Mark Lehman, Executive Director, Innovation, Science, and Economic Development Canada, Government of Canada congratulates innovative lenders nominees and the Innovative Lender of the Year 2018.

  • sponsored by goeasy

  • Mark Lehman

    Executive Director, Innovation, Science, and Economic Development Canada

    Government of Canada

    Speaker

Vice-Chair Insights & Conclusion

  • Jason Mullens

    CLA Vice-Chair

    goeasy

PANEL: Seeking Capital on the Global Stage

A discussion involving actual war stories on arranging capital for Canadian alternative lenders.

Romit Malhotra, board member of the Canadian Lenders Association, moderates a panel of lenders and global institutional funders. The panel will offer key insights into the process of arranging capital for non-traditional lenders from world-class capital providers. Romit will provide first-hand insights and learnings from actual transactions.

  • Romit Malhotra

    Sr. Managing Director

    Deloitte Corporate Finance

    Moderator
  • Garron Helman

    Partner

    Merchant Advance Capital

  • Bryan Szemenyei

    Chief Treasury

    Canaccede Financial

  • Rajan Ariyur

    Managing Director

    Sun Life Financial

  • James Intermont

    Principal

    Atalaya Capital

  • Randy Rutherford

    Co-Founder

    ClearFlow Finance

  • Rajiv Bahl

    Senior Partner

    Novacap

PANEL: The Great Data Debate

Incumbent data verses new data: how do we work toward an open data economy?

Kirsten Thompson, who was recently appointed by Minister of Finance Bill Morneau to the Government of Canada’s newly-created Advisory Committee on Open Banking, moderates the debate.

  • Kirsten Thompson

    National Lead of Transformative Technologies & Data Strategy

    Dentons

    Moderator
  • Kris Hansen

    CTO

    KOHO & Portag3 Ventures

  • Victor Comas

    VP Data Science

    JUDI.AI

  • Dan Dickinson

    Chief Digital Officer

    Equitable Bank (EQ Bank)

  • Dariush Zomorrodi

    Chief Innovation Officer

    Blanc Labs

KEYNOTE & PANEL: Capturing the Consumer

  • Mini Keynote by Snap Chat on innovative strategies to drive engagement via social media.
  • Joe Strolz sits down with principals from PayBright, Paays, Refresh and Borrowell to discuss lessons learned in the market: tips, insights and war stories.
  • Joe Strolz

    Country Manager

    Snap Inc.

    Moderator
  • David Fry

    CEO

    Paays

  • Eva Wong

    Co-Founder

    Borrowell

  • Michael Wendland

    CEO

    Refresh Financial Inc.

  • Wayne Pommen

    CEO

    PayBright

AWARDS: Innovation Announcements & Award Presentation

Amar Ahluwalia, VP Partnerships & Capital Markets, OnDeck Capital sets the stage with a mini-keynote on the role of innovation in lending. Sue Britton, head of the award selection committee and Shafiq Vallani from RBC Ventures congratulate the 10 finalists and announces the winner of the Innovative Lenders Award for 2018.

Innovative Lender of the Year Award presented by RBC Ventures

  • Amar Ahluwalia

    VP Partnerships & Capital Markets

    OnDeck Capital

    Speaker
  • Sue Britton

    Head of Award Selection Committee

    FinTech Growth Syndicate

  • Shafiq Vallani

    RBC Ventures

  • Mark Lehman

    Executive Director, Innovation, Science, and Economic Development Canada

    Government of Canada

AFTERNOON NETWORKING BREAK

Quick 15 minute shmooze sponsored by Salesforce.

  • Salesforce

ROUNDTABLE 2: Legal Deep-Dive

Choose between one of the following sessions with Ana Badour from McCarthy and Elizabeth Sales from Blakes. Both explore regulation, the changing landscape of the law and the impact of new technology:

Choose between one of the following topics:

  • ROUNDTABLE A: Regulation, the changing landscape of the law for lenders
  • ROUNDTABLE B: Technology, the changing landscape of the law for lenders
  • Elizabeth Sale

    Partner, Specialty in financial institutions and services providers

    Blake, Cassels & Graydon LLP

    Moderator
  • Ana Badour

    Partner, Financial Services Group

    McCarthy Tétrault

    Moderator

ROUNDTABLE 1: New Lending Tools & Capital Strategies

Choose between one of the following topics:

  • ROUNDTABLE A: Tips on Mid-Market Lenders Seeking Capital
  • ROUNDTABLE B: Leveraging Machine Learning and Data to Drive Results
  • Romit Malhotra

    Sr. Managing Director

    Deloitte Corporate Finance

    Moderator
  • Karanjit Bhugra

    MD Corporate Finance

    Deloitte

  • Frank Currie

    Head of Customer Engineering for Financial Services

    Google

    Moderator

ROI LUNCHEON

Have lunch with colleagues in the main hall.

Alongside the networking luncheon, there will be optional interactive lunch session. PayNet and CLA have partnered to build a Suspicious Activity Database to allow lenders to better manage decisioning. Join PayNet in a Finding Suspicious Activity Workshop. 

  • Todd Elliott

    PayNet

KEYNOTE & PANEL: The ROI in Lending AI

Mini Keynote by Google on the “ROI in AI”

Panel: Frank Currie, Head of Customer Engineering for Financial Services joins Norm Cappell from Savvyy, Nick Seelert from Senso.AI and Edwin Fong Vice President, Financial Services Salesforce to discuss “Beyond the hype: how lenders can drive ROI?”  The panel is moderated by Carole Piovesan, Lead in Artificial Intelligence at McCarthy Tétrault.

  • Frank Currie

    Head of Customer Engineering for Financial Services

    Google Canada

    Speaker
  • Norm Cappell

    Co-Founder

    Savvyy

  • Carole Piovesan

    Lead in Artificial Intelligence

    McCarthy Tétrault

    Moderator
  • Nick Seelert

    Co-founder & CTO

    Senso.AI

  • Edwin Fong

    Vice President, Financial Services

    Salesforce

PANEL: The Lending Blockchain: Case Studies & Insights

Going beyond blockchain 101, Plaza Corp, CORL, MortageBlox, SVBS and SwiftSale deep dive into lending use cases. The panel is moderated by Soumak Chatterjee, Blockchain Lead at Deloitte.

  • Sam Kawtharani

    Co-Founder and CEO

    CORL

  • Yash Mody

    Blockchain Project Director

    Plaza Corp

  • Gary Fearnall

    CLA Committee Chair

    Mortgage Blox

  • Rahim Vishnu

    CEO

    Swiftsale.com

  • Soumak Chatterjee

    Blockchain Lead

    Deloitte

    Moderator
  • Diana Adachi

    Co-Chair

    Silicon Valley Blockchain Society

MORNING NETWORKING BREAK

30 minute coffee and shmooze sponsored by the AION.network.

  • AION.network

KEYNOTE & Panel: B2B Acquisition Strategies

Mini Keynote by Microsoft on innovative strategies to reduce Customer Acquisition Cost and then sit down to discuss strategies, learnings and successes with Linkedin, Progressa, Lendified and Thinking Capital.

  • Gladstone Grant

    National Director, Microsoft Technology Centres

    Microsoft

    Speaker
  • Peter Cibula

    Linkedin

  • Ali Pourdad

    CEO

    Progressa

  • Kevin Clark

    President

    Lendified

  • Jeff Mitelman

    CEO

    Thinking Capital

KEYNOTE: A Voice from the Future

The opening keynote by Mark Ruddock will set the stage for the day. Mark has over 20 years experience building mobile-first, customer focused businesses. Mark was CEO of 4Finance which has 3500 employees across 17 countries, generating $500MM.

Bringing a wealth of experience, Mark will talk about lessons and challenges in innovative lending space in Europe, Latin America and Asia.  He will start the day looking at growth strategies globally and discuss opportunities for the Canadian market.

  • Mark Ruddock

    4Finance

    Speaker
9:00 AM

KEYNOTE: Canada – A Global Review

Cambridge Centre for Alternative Finance presents lessons and insights from 2018. CCAF is partnered with the CLA to drive world-class innovative lending analysis and policy nationally and globally.

  • Tania Ziegler

    Head of Global Benchmarking

    Cambridge Centre for Alternative Finance (CCAF)

    Speaker

Setting the Stage

Canadian Lenders Association President and Chair welcomes participants and presents the agenda for the Summit.

  • Kevin Clark

    CLA Chair

    Lendified

  • Gary Schwartz

    President

    Canadian Lenders Association

REGISTRATION & NETWORKING BREAKFAST

Hosted by Linkedin

  • Linkedin Marketing Solutions

Venue

Date

Nov. 21, 2018

Time

7:15am Registration
8am Start
6pm Finish

Venue

Deloitte Canada, 8 Adelaide St. W., Suite 200

Canadian Lenders Association, is proud to present the 2nd Annual event Canadian Lenders Summit (November 21, Toronto, Canada) which will explore pertinent issues and solutions for 2019.

2018 Innovative Lender Awards

  • Sue Britton

    CEO

    Fintech Growth Syndicate

  • Ana Babour

    Partner

    McCarthy Tétrault

  • Elizabeth Sale

    Partner

    Blake, Cassels & Graydon LLP

  • Michael King

    Tangerine Chair in Finance

    Ivey Business School

  • Adam Nanjee

    SVP Digital & Innovation

    Canadian Innovation Exchange (CIX)

(Members of the award selection committee.)

Congratulations to Eva Wong and Andrew Graham for winning the 2018 LEADER OF THE YEAR leadership award.  The Tiffany & Co. crystal award was presented on Nov 21st at the Lenders Summit.

We are now welcoming 2019 Innovative Lender of the Year nominations. Innovative Lenders are defined as: Executives and thought leaders who think outside the box to develop and foster innovative concepts and strategies that help move the overall lending industry forward.

We invite you to nominate an innovative lenders for this award. Award recipients may include:

  • Solution providers servicing the lending community
  • Executives of B2B and B2C lending companies
  • Industry thought-leaders and rainmakers

Additional criteria will encompass some or all of the following three areas (please be as descriptive as possible in each response):

  1. Emerging lending technology solutions or business models that executives helped to advance.
  2. Specific innovative lending strategy or idea conceptualized and/or launched.
  3. Business results or positive outcomes, or expected results, following a successful implementation of the innovative strategy or concept.

We’ll also ask for any additional insights or comments related to the nominee’s qualifications for receiving an Innovative Lenders Award.

To nominate an executive click the NOMINATE link

Nominate for Award Closed