Canadian Lenders Summit 2019

Canadian Lenders Association, was proud to present the 3rd Annual Canadian Lenders Summit. The Lenders Summit continues to focus on tools, policies and fintech solutions that will provide measurable ROI for Canadian lenders.

November 20, Toronto @ MaRS Discovery District.

 

 

The Summit is 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

8:50 am

Setting the Stage

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

  • Neil Wechsler

    Chairman

    Canadian Lenders Association

  • Gary Schwartz

    President

    Canadian Lenders Association

9:00 am

Disrupting the Bear & Fighting Populism

Craig Alexander has worked as a senior economist for over 20 years, leading macro forecasting teams at RBC, CIBC and TD and the C.D. Howe Institute. Craig will discuss Canada’s current economic outlook and how financial institutions can disrupt the global looming bear market.

  • Craig Alexander

    Chief Economist

    Deloitte Canada

    Speaker
9:30am

Market Turn Readiness

Positive economic momentum is slowing and at some point the pendulum will begin to swing back and alter the economic landscape. How can lenders get ahead of the curve? Are there defensive strategies that can still push the needle on competitive returns?

  • Matt Fabian

    Director, Financial Services Research & Consulting

    TransUnion

    Moderator
  • Neil Wechsler

    CEO

    OnDeck Canada

    Speaker
  • Jason Appel

    EVP & CRO

    goeasy

    Speaker
  • Kevin Clark

    President

    Lendified

    Speaker
10:00 am

Government as a Partner

How can government be a partner in lending? We bring together government relations experts from the country’s largest alternative consumer lender; largest credit bureau; top tier law firm; and a legislative representative from the Government of Alberta to discuss best practices in engaging with political and regulatory stakeholders.

  • Sabrina Anzini

    SVP, Legal & Corporate Affairs

    goeasy

    Moderator
  • Jess Weiser

    VP, Government Relations

    Equifax

    Speaker
  • Darren Thomas

    Statute Administrator

    Government of Alberta

    Speaker
  • Bonny Murray

    Partner

    Blake, Cassels & Graydon LLP

    Speaker
10:30 am

Networking Break

15 minute coffee and shmooze sponsored by Blakes

  • Sponsored by Blakes

10:45 am

Lending to Lenders

Tips and insights for originators into how and where to raise capital and different stages of growth. We take a deep dive into the borrower’s and lender’s perspective on capital formation, capital deployment and how to fund your book at scale the right way.

  • Ian Mak

    Partner

    McCarthy Tétrault

    Moderator
  • Kevin Westfall

    VP

    Accord Financial Corp.

    Speaker
  • Lyla Kanji

    Head of Specialty Finance

    BMO

    Speaker
  • Tyler Meyrick

    VP, Corporate Strategy

    Purpose Financial

    Speaker
  • Wayne Pommen

    President & CEO

    PayBright

    Speaker
11:15 am

Keynote: Financial Services Revolution

Within a decade, the financial services industry will be virtually unrecognizable as the technologies of the fourth industrial age, primarily blockchain, upend every aspect of the business- from capital markets to lending, risk management to accounting and audit. In this talk, Alex Tapscott will break down the industry and provide a roadmap for how tomorrow’s leaders can not only survive, but thrive, in this era of digital disruption.

  • Alex Tapscott

    Best-Selling Author

    Speaker
11:30 pm

Lunch & Networking

Lunch and networking break brought to you by goeasy.

  • Sponsored by goeasy

12:00 pm

Understanding the Borrower Journey: Part 1

This two part presentation will study both ends of the borrower journey – KYC & Funding.

First, Greg Wolfond will chat with Carl Davies about how breakthroughs in KYC are enabling all of Canada’s banks to do lightning fast verification and save on AML.

  • Greg Wolfond

    Chairman & CEO

    SecureKey Technologies Inc

    Speaker
  • Carl Davies

    Head of Fraud & Identity

    Equifax

    Speaker
12:20 pm

Understanding the Borrower Journey: Part 2

Next, Susan Perlmutter discusses how lenders can create an omni channel payment experience for borrowers and give them options to get funded instantly.

  • Susan Perlmutter

    Chief Revenue Officer

    REPAY

    Speaker
12:40 pm

Alternative Credit Funds in Fintech

While large institutions have readily backed large originators (primarily in the US & UK) using senior credit facilities and securitizations, a growing number of small funds that invest in alternative credit (<$100M in assets) have proliferated and helped to serve the needs of smaller originators. These small funds have given retail & high net worth investors access to attractive yields that are largely uncorrelated with stock & bond markets.

This panel consists of three leading Canadian alternative credit funds that are actively investing in the space – the Merchant Opportunities Fund, Cypress Hills Partners, and Kilgour Williams Capital. The panel will explore recent trends; what credit funds look for in an originator; how deals are structured; how they raise money and what differentiates their offerings.

  • Garron Helman

    CEO

    Venbridge

    Moderator
  • Kelly Klatik

    Managing Partner

    Cypress Hills Partners

    Speaker
  • Colin Kilgour

    Partner

    Kilgour Williams Group

    Speaker
  • David Gens

    Founder, Chairman & CEO

    Merchant Growth

    Speaker
1:10 pm

Networking Break

Coffee and shmooze sponsored by TransUnion.

  • Sponsored by TransUnion

1:20 pm

Keynote: Lending AI & Digital Discrimination

John Weigelt, CTO of Microsoft breaks down how to use AI to perfect the lending experience. John pointing to real world industry examples of what works… and what to avoid when deploying AI in your fintech business.

  • John Weigelt

    National Technology Officer

    Microsoft

    Speaker
1:40 pm

Big Data in Transactions

We dive into data challenges faced on both ends of a live transaction. How can taking an analytics first approach better serve equity or debt raises. And what is the future of big data in transactions?

  • Leslie Heller

    Director Analytic Insights

    Deloitte Canada

    Moderator
  • Dan Lee

    Partner

    Comvest Partners

    Speaker
  • Rajan Ariyur

    MD, Private Fixed Income

    Sun Life Company

    Speaker
  • John Markell

    Managing Partner

    Armentum Partners

    Speaker
  • Stacey Schacter

    President

    Vion Investments

    Speaker
2:10 pm

Open Banking: Fuelling Lending in 2020

How can fintechs and regulators work towards an open data economy in Canada?

  • Randeep Purewal

    New Growth Strategy & Business Development

    PayNet

    Moderator
  • Andrew Graham

    Co-founder & CEO

    Borrowell

    Speaker
  • Jerome Dwight

    VP

    Cox Enterprises

    Speaker
  • Ann Kaplan

    President & CEO

    iFinance

    Speaker
  • Avinash Chidambaram

    Co-Founder and CEO

    Ario

    Speaker
2:40 pm

Networking Break

15 minute coffee and shmooze sponsored by REPAY

  • Sponsored by REPAY

2:50 pm

Awards Ceremony

Winners of the 2019 Canadian Leaders-in-Lending Awards presented by BMO will be announced.

  • Presented by BMO

3:30 pm

Networking Reception

Join BMO for drinks and celebrate with the award winners.

  • Sponsored by BMO

Venue

Date

Nov. 20, 2019

Time

8:30am – 4pm

Venue

MaRS Discovery District
101 College St, Toronto, ON M5G 1L7

2019 Innovative Lender Awards

  • Sue Britton

    CEO

    Fintech Growth Syndicate

  • Jeff Brown

    Director, SMB Strategy & Innovation

    Equifax

  • Dan Richards

    Director, FinHub Student Fellows Program

    Rotman School of Management

  • Sam Jawad

    Global Payments & Technology Executive

    Canadian Banks Joint Venture

  • Michael King

    Finance Professor

    Gustavson School of Business at University of Victoria

  • Edyta Polnicki

    Director, FinTech

    TransUnion

  • Lyla Kanji

    Head of Loan Syndication & Specialty Finance

    BMO Financial Group

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