This year we want to continue to talk about the indirect impact innovation is having on our organizations and the world as a whole.

The CEMC will pull together an intersection of global leaders in the FinTech, Capital Markets, Technology, Equipment Purchasing, and Equipment Financing industries. The East Coast Roundtable is a unique interactive roundtable designed to help disruptive industry leaders embrace innovation to transform their business in today’s digitalized world.

During this one-day, invite-only event, a group of senior executives and corporate practitioners will engage in small breakout discussions, collaborate with peers, and be inspired by keynote speakers. The meeting will include breakfast, lunch, a cocktail reception, and dinner.

Speakers

Keynotes

Pablos Holman
Futurist, Inventor, Security Expert, Hacker

Pablos Holman is a futurist, inventor, and notorious hacker.  He helped create the world's smallest PC; 3D printers at Makerbot; & spaceships with Jeff Bezos.  Currently, Pablos is working for Nathan Myhrvold & Bill Gates at the Intellectual Ventures Laboratory inventing solutions to the world's biggest problems.

Pablos is one of the most sought after speakers with an incredible ability to explain complex technology to any audience. He has informed and entertained audiences at world-renowned technology summits including the World Economic Forum at Davos.  His TEDtalk has over 10 million views.

Rudy Ruettiger
Motivational speaker and inspiration for the 1993 film Rudy

Against all odds on a gridiron in South Bend, Indiana, Daniel “Rudy” Ruettiger, in twenty- seven seconds, carved his name into history books as perhaps the most famous graduate of the University of Notre Dame. The son of an oil refinery worker and the third of 14 children, Rudy rose from valleys of discouragement and despair to the pinnacles of success. Today, he is one of the most popular motivational speakers in the United States. It took years of fierce determination to overcome obstacles and criticisms, yet Rudy achieved his first dream – to attend Notre Dame and play football for the Fighting Irish.

As fans cheered “RU-DY, RU-DY,” he sacked the quarterback in the last 27 seconds of the only play in the only game of his college football career. He is the only player in the school’s history to be carried off the field on his teammates’ shoulders. In 1993, TRISTAR Productions immortalized his life story with the blockbuster film, RUDY. Written and produced by Angelo Pizzo and David Anspaugh, the award-winning team who brought us HOOSIERS, the critically acclaimed RUDY received “Two Thumbs Up” from Siskel and Ebert and continues to inspire millions worldwide.

Today, a highly sought after motivational speaker, Rudy entertains international corporate audiences with a unique, passionate, and heartfelt style of communicating. He reaches school children, university students, and professional athletes with the same enthusiasm, portraying the human spirit that comes from his personal experiences of adversity and triumph. His captivating personality and powerful message of “YES I CAN” stays with his audiences forever. Rudy’s opening remarks receive thunderous applause and standing ovations from audiences of 200 to 20,000 people who emotionally chant “RU-DY, RU-DY!”

Rudy has appeared on various high profile nationally televised talk shows and radio shows across the country, is featured in national magazine publications, and has been honored with the key to many cities in the United States with special proclamations for his inspiration, commitment, and human spirit. Rudy received an Honorary Doctorate Degree from Our Lady of Holy Cross College, the Distinguished American Award, A Proclamation from the Governor of Nevada granting an Official Rudy Award Day, was inducted into the Speakers Hall of Fame, and spoke at the White House during the presidencies of George W. Bush and Bill Clinton.

He co-founded the RUDY FOUNDATION, whose mission is to strengthen communities by offering scholarships in education, sports, and the performing arts.

Speakers

Ambika Sukla
Founder and Head of Morgan Stanley’s AI Center of Excellence

Ambika Sukla is the founder and head of Morgan Stanley’s AI Center of Excellence. The center of excellence is a team of AI and quant researchers working on the most important problems in finance. Over the last three years, his team has helped transform core business processes in the area of sales & trading, research, investment management, wealth management and risk. Ambika sets organization wide AI strategy at Morgan Stanley and champions AI innovation. Ambika’s area of expertise ranges from core statistical  models to newer deep learning algorithms. His research focus is on combining newer deep learning models with traditional econometrics, and constructing novel unsupervised /semi- supervised models to extract meaning from vast amounts of unlabeled text. Ambika’s background is in signal processing and information theory and he holds a Masters degree in Telecommunication Engineering from NJIT.

Adam Devine
Chief Evangelist and SVP Marketing for WorkFusion

Adam Devine is Chief Evangelist and SVP Marketing for WorkFusion, the leading AI-driven intelligent automation platform for enterprise companies. He leads market development, field marketing, brand communications and analyst relations and serves as the company’s spokesperson. Adam joined the company in 2012 as WorkFusion’s first marketer, built a team and helped created the intelligent automation category. He previously founded two companies, served as the strategic planning leader at several of the world’s top advertising agencies and led product marketing for one of the earliest SaaS companies in the first wave of cloud-based software. Adam began his career in management consulting in the Financial Institutions and Enterprise Technology groups at KPMG Consulting. He lives in Manhattan’s West Village and spends as much time on skis, surfboards and kiteboards as possible. He can be reached for questions about AI, process automation or the best surf spots around the world at adam@workfusion.com.

Thomas Pocock
Co-Founder of CreditMint

Tom graduated with undergraduate and masters degrees in mathematics from King's College, Cambridge. He holds a Graduate Diploma of Law from the City Law School in London, and is a CFA Charterholder. A choral scholarship at Trinity College led to a brief stint singing, before a career in finance. With financial backing from the Managing Partner at Park Square Capital and other leaders in the corporate lending industry, he left Park Square in October 2017 to found CreditMint with Oxford doctoral graduate Zac Williamson. The company has engineered a novel security circuit on Ethereum to enable financial privacy for loans and bonds on the public blockchain. CreditMint is an EF and ConsenSys company, and Joe Lubin has recently joined the board of directors.

Cristina Dolan
Co-Founder and COO of iXledger

Cristina Dolan is Co-Founder and COO of iXledger an alternative marketplace for insurance based on blockchain.  As a former executive at a software company that offers award winning global multi-asset institutional trading solutions in the cloud, she is applying her knowledge of traditional marketplaces to the creation of next generation blockchain enabled marketplaces in combination with advanced technologies through digital transformation to create efficiencies and opportunities.

Internet Pioneer and MIT Media Lab alumna, Cristina, co-founded OneMain, which grew to be the 10 largest Internet Service Provider. The company was later acquired by Earthlink after a highly successful initial public offering. At Hearst and Disney she headed up technology and built the first consumer internet websites. In addition to executive roles at IBM and Oracle bringing new products to market, Cristina was CEO of venture backed MIT spinoff Wordstream.

As an engineer, computer scientist, futurist and solutionist, Cristina appreciates the value of applying engineering skills to problem solving, which was the topic of her TEDx talk “Just Solve It”. In 2013 she launched the global student competition “Dream it. Code it. Win it.” which has been honored with; a Trader Magazine Charitable Contribution Award, a MIT Harold E. Lobdell Distinguished Service Award and four Stevie Awards for Best Organization, Best Female Innovator and Best Executive of the Year. Currently, Cristina serves as the MIT Enterprise Forum of NYC Vice Chair.

Cristina earned a Master’s Degree from the MIT Media Lab and holds a Master of Computer Science and Bachelors of Electrical Engineering with concentrations in Computer Science, Data Communications and Business. She was a member of the US Bobsled and Skeleton team, earned first place in US Nationals and Empire State Games.  She placed second for women at the Skeleton World Cup Championship.

Fluent in Castilian Spanish in addition to her native language, English.

Anne Byrd, PhD
Founder/Operator of Extremis Leadership

Dr. Byrd has more than 25 years of experience as a former Fortune 500 operations executive and fintech C-level executive (at Capital One, SallieMae, GreenSky, Currency, and other fintech companies).  She holds three advanced degrees (including an MBA, an MA in Organizational Development, and a PhD in Human Development).

As a business school professor, Anne is privileged to teach a variety of graduate and undergraduate classes including business strategy, organizational behavior, economics, and marketing strategy.

Currently, Dr. Byrd is the founder/operator of Extremis Leadership, an organizational improvement consultancy working with venture-backed social justice entrepreneurs who are disrupting the global financial services marketplace.

Stephen T. Whelan
Partner at Blank Rome LLP

Steve Whelan is a partner in the New York office of national law firm Blank Rome, where he is a member of its 70-lawyer Blockchain practice group and concentrates his work on equipment finance, asset securitization, energy finance, and corporate trust. He has co-authored articles on using Blockchain in equipment finance, is regular co-author of the American Bar Association annual survey on developments in the law of leasing, and has served on the ELFA Board of Directors (2013-16). A magna cum laude graduate of Princeton, he received a law degree from Harvard.

Jeff Hunter
Founder & CEO of Talentism

Jeff Hunter is a successful tech entrepreneur, business thought-leader and strategic advisor. In 2014 Jeff founded the strategic advisory firm Talentism, bringing his track record of innovation, breakthrough design and next generation management together in a new approach to commercializing untapped business value. Talentism has worked with over 90 companies in the last three years, helping to produce successful top-and bottom-line performance acceleration and above-target exit events. He also personally advises many business and NGO leaders.

 

Jeff started his career as an early employee at Conner Peripherals, the fastest growing manufacturing start-up in history.  He went on to start DataMain Technologies, developer of the e-blox development platform, where as CEO he became obsessed with ways to increase his company’s performance by focusing on culture and people.  This led Jeff to Electronic Arts, a Silicon Valley Fortune-500 digital entertainment company, where he was the Global Head of Talent Management.  There he created and launched the idea of “Profitable Creativity”, a new approach to reducing waste through better organization and process design, thereby increasing creative ROI. He went on to become the Head of Recruiting for Bridgewater Associates, the world’s largest hedge fund and a firm renowned for its hiring selectivity and innovative approaches to culture and talent.

 

Jeff is the creator of award winning technologies and articles. His speeches to business and political leaders, and his guest lectures at Stanford, have all focused on changing the way people think about competitive advantage and personal excellence. 

 

Jeff is married with three children and lives in Westport, CT.

Bart Cant
Partner of Financial Service & Blockchain at IBM

Bart is a Partner for IBM’s Blockchain team. For the last 4 years, Bart has been conducting advisory services and practical implementations of Blockchain solutions in the Financial services domain, including formulating business case & roadmap, designing business and technical architecture and building POC’s and production Blockchains. Previously, he was a Sr Director for Capgemini’s Financial Services Business Unit focused on large scale Business and IT Transformations for the Financial Services Industry.

Alison Andrews Reyes
General Partner at 1843 Capital

Alison Andrews Reyes is a general partner at 1843 Capital, and a recent convert to venture capital after a career spanning 5 technology startups over 20+ years, principally in enterprise software. Having led several companies from founding to exit, she brings technical, financial, and operating expertise across several sectors including business analytics, web development, and cybersecurity. She most recently was COO & co-founder at Dezignable.com, a B2B technology-enabled service for commercial and residential design.

Previously, she served as President, CEO, and co-founder of Vigilant, Inc. from 2005 - 2013. Ms. Reyes grew Vigilant over 7 years from a self-funded cybersecurity start-up to a 65-person organization successfully acquired by Deloitte in May 2013. She has also served in senior executive roles at e-Security, eGrail, Inc. and MicroStrategy, Inc. Ms. Reyes holds an AB from Dartmouth College in Engineering Sciences.

Michael Koenitzer
Director of Business Development at Global Debt Registry (GDR)

Michael Koenitzer is the Director of Business Development at Global Debt Registry (GDR), the asset certainty company. GDR built a registry using distributed ledger technology on the blockchain to facilitate better, faster and cheaper securitizations. Prior to joining GDR, Mike developed a WealthTech practice in London, contributed to the expansion of the World Economic Forum’s Financial Services initiatives and acted as an independent consultant advising financial services institutions and central banks address their credit risk issues. Mike began his career with Credit Suisse where he spent 20 years originating and structuring asset backed transactions including warehouse facilities.

Mike holds a masters of science in economics and business administration from HEC Lausanne, the business school of the University of Lausanne, Switzerland.

Sohini Roy
CFO of Nexseer Capital

Nexseer Capital is a 18 year old, PE owned, middle market equipment finance originator located in Irvine, CA (Nexseer Capital was previously CG Commercial Finance).

As CFO a member of Nexseer Capital’s management team, Sohini is responsible for driving Nexseer’s scaling efforts to create a ratable platform with securitizable balance sheet growth. She is also responsible for accounting, finance and tax and, she plays a meaningful role in shaping Nexseers’s technology.

Previously, Roy was Co-Founder/CFO of Allsop MyR+A a regulatory technology firm in London and, prior to that, she was the Chief Accounting Officer for Bridgewater Associates in CT.

She is a CPA/CGMA. She earned her bachelors in Accounting from Franklin and Marshall College and her Executive MBA from NYU Stern.

She loves yoga, cooking and travel and came to the US from India aspiring to become a chef!

Moderator

Deborah Reuben
Founder & President of Reuben Creative, LLC

An industry consultant with over 20 years’ experience innovating in the leasing and equipment finance industry including past positions with Wells Fargo, TCF, Linedata/HCL, and consulting with a variety of other Equipment Leasing and Finance companies. She is a frequent speaker at ELFA events and chair of the ELFA Operations and Technology committee. Known for connecting the dots in ways that no one else can, her unique industry experience, creative approach, and keen eye for future trends enables her to bring forward thinking insights and original ideas to the table.

Bill Phelan
President & Co-Founder of PayNet

William Phelan is one of the nation's leading experts on credit for private businesses and serves as president of PayNet, Inc. Mr. Phelan has grown PayNet into a major provider of credit assessments on privately held businesses by building one of the largest proprietary database of commercial loans and leases in the U.S. and Canada. Mr. Phelan oversees PayNet's sales, marketing, analytics and information technology functions across these markets.

In addition, he serves on several boards various industry associations such as the Innovative Lenders Platform Association, The Canadian Finance and Leasing Association, and is a member of the Small Business Council at the U.S. Chamber of Commerce. He is formerly a board member of the Equipment Leasing and Finance Association and the Seventh District Advisory Council on Agriculture, Small Business, and Labor.

Mr. Phelan's expertise has been quoted by national media outlets in Reuters, The Wall Street Journal, Bloomberg Business News, CNBC, FOX Business News and Associated Press. As the nation's leading small business credit expert, he regularly speaks at national events including: House Committee on Small Business, United States House of Representatives, Risk Management Association national conferences; National Association of Development Companies Conference; Equipment Leasing and Finance Association industry conferences; the Canadian Finance & Leasing Association, Lendit USA, Lend360 and Synovus Business Banking C&I Forum. He has published articles in the RMA Journal, Journal of Equipment Leasing.

Prior to co-founding PayNet, Mr. Phelan managed investments for Trustmark Insurance Company in Lake Forest, IL. He previously worked at Dain Rauscher Securities, Ernst & Young and IBM. He has a Bachelor of Arts degree from Carleton College, an MBA from Loyola University Graduate School of Business and the Chartered Financial Analyst (CFA) designation.

Patricia M. Voorhees
Director of The Alta Group

 Patricia M. Voorhees, a director at The Alta Group, has over 25 years of experience in commercial finance. Her expertise focuses on forming captive financing companies, establishing vendor finance programs, and facilitating mergers and acquisitions within the commercial finance industry. Clients also benefit from her experience in business development, strategic pricing, business ethics, sales and marketing. After launching her career at IBM, Voorhees was an executive at GE Capital from 1996 to 2011, where she served in several key roles. In her initial position as vice president for business development, Patricia was responsible for establishing more than a dozen new vendor and captive finance programs. She then became managing director of business development for M&As, managing more than 14 acquisition originations. Later, she was the company’s general manager of Office Imaging Finance, leading a small-ticket leasing business with $5.5 billion in assets and 450 employees. She also was GE Capital’s strategic pricing leader during the U.S. financial crisis.

Justin Wheeler
Chief Product Officer of Currency

Justin cut his teeth in the technology business starting with a helpdesk job at Barclay’s Bank in the mid-90s, helping to install Windows 95 on PCs and training staff on how to use a mouse for the first time. Over the past 20+ years, he’s worked on Product teams at Overture/Yahoo, Spotrunner, SNAP, Instantly, SSI and now at Currency. He also owns and operates an organic Black Angus cattle ranch and is an FAA licensed drone pilot.

AGENDA

CEMC EAST COAST ROUNDTABLE: The Art of the Possible

8:30am – 9:00am

Check-in & Continental Breakfast

9:00am – 9:10am

Kickoff by Charles Anderson

9:10am – 10:00am

Keynote: The Art of the Possible

Rudy Ruettiger, Motivational Speaker
10:00am – 10:50am

Women in Fintech and Investment – Innovating Despite Headwinds

Patricia M. Voorhees, Director of The Alta Group (Moderator)
Cristina Dolan, Co-Founder and COO of iXledger
Anne Byrd, PhD, Founder/Operator of Extremis Leadership
Alison Andrews Reyes, General Partner at 1843 Capital
Sohini Roy, CFO of Nexseer Capital
10:50am – 11:00am

Break

11:00am – 11:50am

Keynote: Future Tech (Quantum Computing & Metamaterials)

Pablos Holman, Intellectual Ventures
11:50am – 1:00pm

Lunch & Discussion: Big Data’s Social Influence; sponsored by PayNet

1:00pm – 1:30pm

AI in Investing & Finance

Justin Wheeler, Chief Product Officer of Currency (Moderator)
Ambika Sukla, Founder and Head of Morgan Stanley’s AI Center of Excellence
Adam Devine, Chief Evangelist and SVP Marketing for WorkFusion
1:30pm – 2:00pm

Human Potential and Disruptive Business Models

Jeff Hunter, Founder & CEO of Talentism
2:00pm – 2:15pm

Break

2:15pm – 3:00pm

Equipment Finance in Blockchain & Adjacent Markets – How’s the industry investing?

Deborah Reuben, Founder & President of Reuben Creative, LLC (Moderator)
Thomas Pocock, Co-Founder of CreditMint
Stephen T. Whelan, Partner at Blank Rome LLP
Bart Cant, Partner of Financial Service & Blockchain at IBM
3:00pm – 3:40pm

Frictionless Ownership in Alternative Investments

Michael Koenitzer, Director of Business Development at Global Debt Registry (GDR)
3:40pm – 3:55pm

Break

3:55pm – 4:15pm

2019 Outlook

4:15pm – 4:30pm

Closing by Charles Anderson

5:00pm – 6:00pm

Cocktail Reception at Avra sponsored by Sandhills Publishing

6:00pm – 8:00pm

Dinner at Avra

Venue

The Yale Club

Located in the heart of Midtown and just steps away from Grand Central Station, the Yale Club has been the largest Clubhouse in the world since 1915. 50 Vanderbilt Ave, New York, NY 1001

Avra Estiatorio

The day will conclude at Avra Estiatorio, a Mediterranean restaurant that prides itself in delivering an authentic Greek experience in the heart of New York City. 141 E 48th St. New York, NY 10017

SPONSORS