WAYNE SUPER is currently a member of Cisco Capital’s senior executive team serving as Managing Director of Global Capital Markets. He oversees a department responsible for $30Bn of indirect annual originations through Cisco Capital’s financial services ecosystem, as well as, developing and innovating financial-Technology(Fintech) business models. Outside of work, Wayne serves on the advisory board of Ozone International, LLC, Deutsche Bank Client Advisory Board, and CEMC Steering Committee. He also maintains involvement in organizations such as Atlanta Community Food Bank, Habitat for Humanity, and Autism Speaks. Wayne holds a bachelor’s degree from University of Missouri and a master’s degree in Business Administration from Keller Graduate School of Management.
PETER RENTON is the founder of Lending Academy, the leading educational resource for the P2P/ marketplace lending industry. He is also the co-founder and chairman of the LendIt Conference, the first and largest series dedicated to the online lending and Fintech industries. He is also a co-founder at NSR Invest, an investment and analytics platform that provides access to P2P marketplaces for financial advisors, institutional investors, and individuals.
ANU SACHDEVA is a senior strategic and operational leader at Genpact, a $2.57B global professional services firm focused on delivering digital transformation for its clients that was spun off from GE in 2005. She has more than 25 years of experience across various industry verticals including equipment finance and banking, including in her previous roles with GE Capital’s Commercial Equipment Finance Business in North America and Asia. Anu has leveraged her deep experience across commercial equipment leasing and lending risk management and operational excellence to continuously drive transformation and value for clients across the globe, resulting in the significant growth of Genpact’s commercial lending footprint.
WILLIAM PHELAN is one of the nation’s leading experts on small business credit 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.
MITCH JACOBS is widely known as a FinTech pioneer who has founded, built and grown three leading Main Street focused companies. His first two businesses were sold to public companies and his most recent resulted in New York’s largest venture backed tech IPO. Today, Mitch is CEO and Founder of FanBank, a next generation commerce platform for Main Street small businesses. Mitch is also Chairman of DreamFund, a bank holding company which aims to bring new financial technology products into the regulated banking system. He was the Chair of the MicroCapital TaskForce, which advised Treasury on Main Street capital access. Previously, Mitch was a member of Mayor Bloomberg’s Counsel on Technology and Innovation and he is an Ernst and Young Entrepreneur of the Year. Mitch lives in Los Angeles with his wife, Samantha Ettus, and their three children.
CHRISTINE ROBSON is product lead of machine learning at Google Research. She and her team work on products including TensorFlow, Sibyl, and Cloud Machine Learning, as well as many interesting research projects. Christine holds a PhD in CS from UC Berkeley and Master’s and Bachlor’s degrees from MIT in EECS and Mathematics. Before and during her PhD she worked at IBM Research in Tokyo, New York (Watson), and San Jose (Almaden). Christine is also an avid birdwatcher (her son’s first word was “bird”), and beekeeper.
PETER GUBER is Chairman and CEO of Mandalay Entertainment Group. Prior to Mandalay, Guber was Chairman and CEO of Sony Pictures Entertainment, Chairman and CEO of Polygram Entertainment, Co-Founder of Casablanca Record & Filmworks and President of Columbia Pictures. Among his box office hits are The Color Purple, Midnight Express, Rain Man, Batman, Flashdance, and The Kids Are All Right. Peter is the co-owner and co-executive chairman of the Golden State Warriors, an owner of the Los Angeles Dodgers, and an owner of the Los Angeles Football Club. He is an owner of Dick Clark Productions and is the co-executive Chairman of the esports ownership group, aXiomatic. He is the author of the #1 NYT bestseller, Tell to Win.
ANOOP NANNRA is a technology strategist in Cisco’s Corporate Strategic Innovation Group. He is focused on identifying disruptive technologies and accelerating their adoption through business incubation via co-development, co-innovation, partnerships and acquisitions. Anoop has a proven track record of delivering world-first innovation disciplines including security, optics, service provider video, switching, IoT and currently lead Cisco’s blockchain efforts.Prior to joining Cisco, he led large initiatives at a service provider, was a co-founder at a video startup, ran several small businesses, and spent a number of years at Nortel Networks in Ottawa.
Katharine is a Director and the first US business hire at Behalf, a company with a mission to provide SMBs with the financing they need to grow, at a rate they deserve. Katharine started her career at Deutsche Bank in Leveraged Finance in NY and Paris and co-founded a microfinance bank in Vietnam. She holds a BA from Middlebury, MBA from Stanford and MPA-ID from Harvard.
Dallas Imbimbo is Co-Founder of Kush Bottles, Inc. and has been its Chairman since December 2010. Mr. Imbimbo Co-founded Bigrentz, Inc. and served as its Chief Executive Officer until April 6, 2017. He oversaw all aspects of BigRentz’s growth and works directly with large vendors and clients throughout the United States. He is instrumental in the growth of many businesses. Before establishing BigRentz, Mr. Imbimbo gained experience in senior roles at various startup companies. He also launched PackMyDorm. He is an Executive and Entrepreneur. he serves as Chairman of Bigrentz, Inc. He attended the University of California, Davis.
Dr. Hurley is a Professor at Fordham University and President of Hurley Associates. At Fordham Dr. Hurley has been recognized by the student body for his excellence in teaching with the Gladys and Henry Crown Award for faculty excellence.
Dr. Hurley consults with organizations on leadership development, top team development, coaching, managing transformational change and developing and implementing strategies to maximize customer value. He has been a core faculty member in Columbia Business School's High Impact Leadership Program for the past 20 years. He also taught for Duke Corporate Education for three years. Earlier in his career he was a Product Manager at Kraft Foods where he led and managed new product development and established-brands teams. He began his career as a CPA working for Ernst and Whinney and Arthur Andersen where he consulted with large-and medium-sized companies in the financial area.
Dr. Hurley's consulting experience has included work on innovation with NASA and managing change with Avon Products, First Tennessee Bank, IBM, Kraft Foods, Kinkos, Mercedes Benz, Sheetz Convenience Stores and State Farm Insurance. His teaching and consulting has included work in India, United Kingdom, Poland, Portugal, Italy, Japan, China, Switzerland, Hong Kong, Australia, France, and the United States.
Dr. Hurley has a B.S. from Fordham University and earned his MBA at the Wharton School. While at Wharton he served as a Senior Consultant at the Wharton Entrepreneurial Center. Dr. Hurley received his doctorate from Columbia University. He has published over 30 articles or book chapters. His work has appeared in the Wall Street Journal, Financial Times, California Management Review, and Harvard Business Review.
Gilles Gade is a Founder of Cross River Bank and serves as its Chairman, Chief Executive Officer and President. Mr. Gade is a Partner at CHELA Technology Partners, LLC. He was Partner of Chela Internet Ventures Fund. His primary focus was cross border M&A advisory and fixed income products. Mr. Gade covered many technology companies in the Internet, IT services, ERP and space segments. He also managed a team of professionals responsible for research and analysis of the ISP's/Web hosting and ASP sectors. In addition to such responsibilities, he was a resident expert on Israeli technology companies for the group. Before joining Barclays Capital, Mr. Gade worked at Bear Stearns in the investment banking department. He was an active participant in the creation of Bear Stearns European investment banking group. He assisted in building Bear Stearns franchise in Western Europe with a particular focus on France, Italy, Spain and Austria. Prior to joining Bear Stearns in 1992, he was at CitiCorp. Venture Capital. While at CVC, he was involved with a number of equity transactions in a variety of industries. r. Gade received an undergraduate degree in Mathematics and Physics and later, a Master of Science in International Management from IPESUP-MBA Institute in Paris, majoring in Political Sciences and Finance. He serves as a Director of All Instant.He was an Associate Director in the Technologies Group at Barclays Capital for two years.
Mr. Zac Carman serves as the Chief Executive Officer of ConsumerAffairs.com Inc. Mr. Carman was an Entrepreneur-in-Residence at Mainsail Partners. Mr. Carman evaluated new opportunities and assisted portfolio companies with operations in technology enabled services. Prior to this position, he was a Senior Associate at the firm and was responsible for sourcing and executing transactions as well as working with portfolio companies. Prior to this, Mr. Carman held operating roles of increasing responsibility at Hitachi Global Storage Technologies (GST) and IBM Storage Technology Division. While at Hitachi GST, he identified and executed outsourcing and consolidation efforts resulting in annual savings in excess of $10 million. Prior to IBM, Mr. Carman worked as an investment intern for the Special Opportunities Group. He received an A.B. degree in Engineering Sciences from Dartmouth College.
JEFFREY HAYZLETT is a global business celebrity and primetime television show host on Bloomberg Television. From small businesses to international corporations, his creativity and extraordinary entrepreneurial skills have enabled him to lead ventures blending his leadership perspectives, insights into the c-suite and business strategy, mass marketing prowess and affinity for social media. He is a well-traveled public speaker, the author of the bestselling business books, The Mirror Test and Running the Gauntlet, and one of the most compelling figures in business today
PATRICIA M. VOORHEES is a director at The Alta Group, has over 25 years of experience in commercial finance. 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. Most recently, Patricia was founding principal and president of Verus Services Group, a consultancy serving the commercial finance and commercial real estate markets.
JASON MAYDEN is now at Accel assisting with the continuous development of Accel’s brand position amongst the global community of entrepreneurs while working with portfolio companies on deepening and extending their knowledge and ability to create cultures of curiosity. Moreover, he is also an advisor of Slyce, a company created by fellow Nike alum Bryant Barr and NBA Superstar Stephen Curry, a platform focused on creating a new paradigm at the intersection of campaign workflow planning and brand-to-influencer content management. Lastly, is the CEO and Co-Founder of Super Heroic a business focused on provided quality playperformance footwear, apparel and technology for elementary school aged children.
JUSTIN B. DICKERSON is a data scientist and business leader with nearly 20 years of experience helping some of America’s most respected companies realize the power of predictive analytics. Most recently, Justin has focused his time on building machine learning predictive models for the fintech industry. As the former Chief Data Scientist of a successful alternative finance company, Justin has been responsible for developing the latest methodologies to predict payment defaults, spot fraud before it occurs, and score lists of marketing prospects. Justin has experience developing predictive analytics platforms and was the CEO of Crossfold Analytics, a successful data science consultancy he founded in the alternative finance industry. Justin holds a PhD from Texas A&M University, and has been recognized by the American Statistical Association with the prestigious Accredited Professional Statistician (PStat) credential. At DataRobot, Justin is the General Manager of the fintech vertical.
DR. VENKAT SRINIVASAN is the former CEO of RAGE Frameworks and a serial entrepreneur, and now serves as a senior advisor at Genpact since Genpact’s acquisition of RAGE Frameworks. Venkat has successfully built several knowledge-based technology businesses including eCredit and Corporate Fundamentals prior to founding RAGE Frameworks, whose RAGE AI platform is pioneering the creation of intelligent machines in a wide range of industries and for a broad range of use cases. Venkat has also founded EnglishHelper and KnowYourMeds both of which are social enterprises focused on education and health, respectively. He is an expert in knowledge-based systems architectures, artificial intelligence, computational linguistics and natural language processing, with over 30 peer reviewed publications, 2 edited volumes, and a book to his credit. His book, The Intelligent Enterprise in the Era of Big Data, was published by Wiley in 2016 and he is the author of a forthcoming book, The Rise of Intelligent Machines, also to be published by Wiley
DEBORAH REUBEN is 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.
CRISTINA DOLAN is the Chair of the MIT Enterprise Forum. She is the former President of the MIT Club of New York and former member of the MIT Alumni Association Selection Committee. She has a Master of Media Arts & Science from the MIT Media Lab, where she focused on interactive storytelling and information. Currently, Cristina serves as the Head of Corporate Marketing & the Head of Content, Community & Communications Products at TradingScreen, a software company serving institutional financial traders.
COLIN ANGUS is a leading adventurer, bestselling author and Canadian filmmaker. He was awarded National Geographic’s Adventurer of the Year award for being the first to circle the world exclusively by human power, and was listed by Outside Magazine as one of the world’s top 25 bold visionaries. Angus’s success in achieving the seemingly impossible relies on a unique strategy he has developed for increasing human potential. He is the author of four books, and his films have been aired around the world on National Geographic television.
As a dedicated champion of women, Sam has devoted her career to advancing and supporting women in the pursuit of their dreams. Thousands of women from C-level leaders to administrative assistants to moms returning to the workforce have benefitted from Sam’s unique guidance on how to maximize work/life success. She finds that spark within each of us and turns it into a fire.
Since earning her undergraduate and MBA degrees from Harvard, Sam has become a bestselling author of five books, a writer for Forbes, a renowned speaker and host of a nationally syndicated call-in radio show. Sam’s most recent book is The Pie Life: A Guilt-Free Recipe for Success and Satisfaction. She writes a popular weekly work/life newsletter and penned a Washington Post Op-ed that landed in the top 10 Op-eds of 2017.
Sam makes regular national television appearances on shows including NBC News, The Doctors, Access Hollywood, Good Morning America and the TODAY Show, among others. She has been featured and quoted in The Wall Street Journal, The New York Times, USA Today, Inc, Fast Company and Success Magazine. She was host of leading Internet talk show Obsessed TV, which she created and produced with entrepreneur Gary Vaynerchuk.
Sam is active in causes relating to women and girls and is Co-founder of the Los Angeles Women’s Collective, aimed at supporting women to run for office and win. Sam lives in Los Angeles with her husband and three children.
Brian Lee is co-founder and served as CEO of The Honest Company, which he launched with Jessica Alba in 2012 with a mission to inspire and empower people to live happy and healthy lives.
Since its inception, the mission-driven Company has donated over one million products and over 9,000 employee volunteer hours.
Honest has been honored with a wide range of recognitions, including the ACG Award for Social Responsibility, PC Magazine’s Seal of Consumer Approval in Tech, and the 2015 Pioneer in Sustainability Award by the Sustainable Business Council of Los Angeles.
In 2001, Brian co-founded and served as President of LegalZoom, the nation’s leading provider of personalized, online legal solutions and legal documents for small business owners and families. In 2008, he co-founded and served as CEO of ShoeDazzle, the first monthly fashion service to bring a personalized boutique experience to shoe addicts and style fanatics everywhere.
Brian was formerly an attorney with Skadden, Arps, Slate, Meagher & Flom, LLP. Brian is also the co-founder and managing partner of BAM Ventures, which focuses on seed investing in some of the most innovative start-ups throughout the world.
Brian graduated Magna Cum Laude with a B.A. in Economics and Business from UCLA. He received his J.D. from UCLA School of Law. He was named among the 25 Most Notable Korean-American Entrepreneurs by Forbes Magazine in 2009 and an Ernst & Young Entrepreneur of the Year in 2014. He has two awesome children (Davis and Madison), an amazing wife (Mira), and lives in Los Angeles, California. Go Lakers, Dodgers, and Bruins!
Tom is the Chief Digital & Innovation Officer for the agency business at Epsilon. Tom leads strategy, data design, digital experience strategy and Innovation. Epsilon was recently ranked by Advertising Age as the #1 US Agency (All disciplines), #1 US Digital Agency Network and the #4 worlds largest digital agency network.
Tom was recently recognized by Advertising Age as a 2017 Marketing Technology Trailblazer. He was a marketer of the year finalist and recognized as a top 10 marketing technologist by iMedia. For the past 18 years, Tom has focused on the intersection of emerging technology and its impact on consumer behavior and how to bring “Innovation to Reality”™.
Tom regularly provides thought leadership and industry commentary via business and advertising publications across multiple topics including trends, artificial intelligence, data, innovation, personal branding, leadership, IoT, future of retail, augmented and virtual reality, emerging technology and much more driving millions of views.
Tom speaks regularly as a futurist on topics of data design, artificial intelligence and the evolution of consumer experience. His current speaking platform is the new Innovation To Reality talk series titled the Evolution of Experience. From the mobile device, the rise of artificial intelligence and enhanced reality through immersive computing that connects physical and digital.
Tom has recently been a featured speaker for many of the biggest marketing world events including: TEDx, Mobile World Congress, Ad Age Data, Modern Marketing Summit, Ad:Tech, AAF, Viva Fresh, Expo C-Suite Network, iieX North America, iMedia, Social Media Week, Digital Hollywood, Digital Dallas, and more.
Tom has also delivered marketing technology and futurist presentations to some of the worlds largest brands
Kenny Aronoff is one of the world’s most influential and in demand drummers and percussionists. Rolling Stone Magazine named him as one of the “100 Greatest Drummers of All Time” and the readers of Modern Drummer Magazine named him the #1 Pop/Rock Drummer and #1 Studio Drummer. The list of artists he’s worked with on the road and/or in the studio is a who’s who of the music industry’s top talent.
With a style of playing that combines power and finesse, his unique and versatile sound has been instrumental on over 60 GRAMMY-nominated or awarded recordings representing over 300 million in sales, with more than 1,300 that were RIAA certified Gold, Platinum or Diamond. He is the drummer on four Billboard #1 Hits, and dozens of Top Ten hits.
Kenny’s winning approach to drumming, teamwork, leadership, and life has given him the ability to sustain a successful career for over four decades. He has an extraordinary gift and ability to manipulate sound using drums, cymbals and a variety of percussion instruments, the combination of which create a rare and custom accompaniment for each artist for whom he sets the pace – and raises the bar. Known as the Hardest Hitting Man in Show Business, Kenny has created some of the most iconic drum parts in rock history, including perhaps his most famous moment on John Mellencamp’s “Jack and Diane”.
Scott is a serial entrepreneur in the automotive and technology industries and has founded dozens of disruptive companies over the past 25 years. His new venture, Fair, is pioneering the flexible car ownership model by allowing customers to get a car entirely on their phone and turn it in whenever they want. Prior to Fair, Scott founded TrueCar with the aim of eliminating negotiation from the car-buying process by providing data-driven pricing research to both dealers and consumers. Painter also founded Cars Direct, which took the pioneering step of introducing upfront pricing to auto retail. Painter regularly attends TED, All Things D, and is a member of the World Economic Forum, regularly attending and speaking at its annual meeting in Davos since 2011.
Tim Ash has been cited by Forbes as a Top-10 Online Marketing Expert, and by Entrepreneur Magazine as an Online Marketing Influencer To Watch. He is the author Unleashing The Primal Brain and two bestselling books on Landing Page Optimization (translated into six languages), and the founder of Site Tuners, a strategic conversion rate optimization agency with offices in San Diego, and Tampa. Tim has developed deep expertise in user-centered design, persuasion and understanding online behavior, and landing page testing. In the mid-1990s he became one of the early pioneers in the discipline of website conversion rate optimization.
Over the past 20 years, Tim has helped a number of major US and international brands to develop successful web-based initiatives. Companies like Google, Expedia, eHarmony, Facebook, American Express, Canon, Nestle, Symantec, Intuit, Siemens, Humana and many others have benefited from Tim’s deep understanding and innovative perspective.
Today, in addition to providing strategic consulting services, Tim is a highly-regarded digital marketing keynote speaker and presenter at industry conferences worldwide including Content Marketing World, DreamForce, Inbound, Internet Retailer, Affiliate Summit, Shop.org, PubCon, SMX, and countless others. He is the founder and chairperson of the international Digital Growth Unleashed event series (formerly Conversion Conference) and a frequent contributor to print and online publications such as ClickZ, Website Magazine, Visibility and others. Since 1995, he has authored more than 200 published articles. In addition, Tim is the online voice of conversion optimization as the host of the Landing Page Optimization Podcast on WebmasterRadio.fm.
Tim earned a dual-major Bachelor of Science degree “with highest distinction” in Computer Engineering and Cognitive Science from UC San Diego while studying on under a UC Regent’s Scholarship (the highest academic scholarship awarded by the UC system). During his PhD studies at UC San Diego he also earned his Master’s degree in Computer Science.
Robert Maynard is a father, grandfather, serial entrepreneur, and lives with Bipolar Disorder. His business successes include LifeLock, DotSafe, Internet America and his most recent, SurchX.
Over his career, Robert’s companies have returned nearly $7 billion worth of capital value to their investors, created more than 2,000 jobs and sold more than $10 billion worth of goods and services to American consumers and businesses. Two of his companies have gone public and been listed among the Inc. 500 Fastest Growing Companies.
Robert served as an enlisted Marine where he was as a combat engineer. He describes his duties as “building some things and blowing others up.” He also served as a commissioned officer in the Army, ending his career as a team leader in the 11th Special Forces Group.
He graduated in 1987 from Northern Arizona University with a BSBA in Finance. He received many honor and awards including the 1986 nomination as Truman Scholar, Wall Street Journal Award and Distinguished Military Graduate, among others.
Robert lives in Gilbert with the woman in his life and her little dog, Coco.
Blake Leeper was born in Kingsport, Tennessee with both legs missing below the knee, and has worn prosthetics since nine months of age. In his childhood, Blake participated in various sports, baseball, basketball etc. with his dad coaching. Blake credits his outstanding positive attitude to his family
Leeper made his international debut in 2009 at Rio de Janeiro. In 2011 he won a silver medal in the World Championships 4 × 100 m Relay . In the 2012 Paralympic Games, he won an individual silver medal in the 400 meter T44 event and a bronze medal in the 200m.
Blake Leeper made history by becoming the first double-leg amputee to compete at the USATF National championships! After qualifying for semifinals with a time of 45.52 seconds in the 400m, Leeper was able to break Oscar Pistorius’ world record in the event with a time of 45.25 seconds the next day.
In 2018 he shattered his own word record running a time of 44.42 secs becoming the first ever amputee to run under 45 seconds! His goal it to qualify for the able bodied Olympic Games and to becoming the first American amputee to qualify for the Olympics!
Peters has produced Grammy award-winning albums for numerous artists. He has appeared in various capacities on the works of countless, diverse artists over the years, running a mind-boggling gamut that includes a list of famed artists in the likes of Earth, Wind & Fire, Whitney Houston, Aretha Franklin, Lionel Richie, The Jacksons, Diana Ross, Quincy Jones, Gladys Knight, Patti LaBelle, Mary J. Blige, Four Play, Phyllis Hyman, Marvin Gaye, Tina Turner, Deniece Williams, Harvey Mason and The Emotions.
In the Music Industry, Peters has served as an executive for various companies. He has co-founded independent record labels and music production/publishing companies. At present, he continues to work on projects in jazz, pop, gospel as well as classical.
Matt Oczkowski is the President of Data Propria. Throughout his career, he has worked at the intersection of where product development meets data science to forecast, predict, and analyze commercial markets. In a data-driven presentation, full of powerful visuals and analytics, Matt charts the story of where we’ve been over the past several years as a country and where we’re headed in the years to come.
Oczkowski is the former co-founder of HuMn Behavior, a company founded on the driving idea of understanding what motivates individuals to take action and how to harness that on behalf of clients in the commercial spaces.
Using tactics from the worlds of behavioral science, growth hacking, machine learning, sentiment analysis, and NLP, Oczkowski successfully connects behavioral dots together to make informed decisions about groups of people.
John Haymond is the Director of Business Development and Senior Vice President for Medallion Bank. He is responsible for the Bank’s ongoing growth and development of new and existing loan products.
John has worked in consumer finance for over 25 years and currently serves as a committee representative for both the Recreation Vehicle Industry Association and the National Marine Lenders Association. Mr. Haymond’s focus includes program and marketing strategies, branding campaigns, and ultimately maintaining Medallion Bank’s position as a market leader in the industry.
Chris Seip, Chairman and CEO of Payfare Inc, a global Fintech company driving financial inclusion through instant pay to today’s global on-demand workforce. Payfare provides instant payment and mobile banking solutions to the rapidly emerging gig economy, including Ride Hail and Instant Delivery, as well as the traditional Payroll sector. Payfare focus on Financial inclusion, literacy and gig worker recognition.
Chris Seip spent 20+ years in senior leadership positions with the largest bank in Canada, The Royal Bank of Canada. Chris Seip was the Chief Operating Officer of Royal Bank of Canada’s Investor & Treasury Services division, responsible for leading the successful integration and restructuring of the newly-established reporting segment, comprised of RBC Investor Services custody business and two former RBC Capital Markets businesses (Global Financial Institutions and Treasury Services). Successfully managing business and financial risk as a leader and manager producer.
Chris is recognized for managing change and for creating high-performance cultures that are adaptable and purpose-driven. Delivering consistently high financial and operational performance, Chris’ track record attests to a strong leadership tone of commitment and passion. Driving financial inclusion through technological disruption is Chris’ key and immediate Payfare mandate. Chris holds a CFA and MBA from McGill University.
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!
Michael Rapaport, Senior Vice President, Chief Credit Officer for Small Business, joined Opportunity Fund in Jan 2018 bringing 28 years of lending, credit and financial service operations experience to the organization. Michael came to us from BorrowersFirst, Inc, an online consumer lending platform where he was both Chief Revenue Officer and Chief Risk Officer. Michael spent the first 14 years of his career at Fair, Isaac and Company where he developed some of the first FICO Credit Scores and subsequently managed the FICO Score business unit for North America. At FICO, Michael became an advocate for consumer credit education and helped lead the company’s effort to release and explain credit scores to consumers via the www.myfico.com website. Michael then joined the leadership team at Providian Financial as Executive Vice President of Marketing Services where he managed database marketing, analytics and marketing operations and helped engineer a major turnaround of the business before selling it to Washington Mutual. After a brief stint at Visa, Michael spent 6 years at Progreso Financiero/Oportun first as Vice President of Service and Operations and then as the head of Enterprise Data and Analytics. At Progreso, Michael became an advocate for the underbanked Hispanic customer and using data and analytics to help bolster the Company’s ability to lend responsibly to consumers with limited to no credit.
Michael also serves on the Board of Directors of the Hebrew Free Loan Association in San Francisco as well as Congregation Beth Sholom in San Francisco. Michael has a degree in Mathematical and Computational Sciences from Stanford University.
As Senior Vice President and General Manager of US Commercial Services at Equifax, Scott focuses on the data services and information technology industries. He’s passionate about building high performance organizations and helping others achieve their career aspirations.
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.
As a corporate executive, Scott’s primary focus is on FleetEvaluator—the resource many equipment dealers leverage as their primary valuation tool. He manages Sandhills’ in-house data science team, which uses its massive store of data to mathematically extrapolate and project accurate valuations. He lends industry experience and user insights to the complex science of equipment valuations to constantly improve FleetEvaluator’s scope and utility. On a day-to-day basis, you are most likely to find Scott working with large dealerships and financial institutions to integrate FleetEvaluator into their business systems. Scott has been with Sandhills Publishing for nearly 18 years. In that time, he has worked closely with hundreds of heavy used equipment dealers—hands-on experience that has provided a well-rounded education in how successful (and unsuccessful) dealerships operate. While there are many factors that contribute to the long-term success of a dealership, at the end of the day, it boils down to making good decisions, especially good equipment purchasing decisions in the used market.
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.
Barbara Timm-Brock is CEO of eTrack Tech, Inc. an IoT-powered SaaS company providing heavy equipment operators with actionable insights to eliminate downtime, increase utilization, and keep equipment and people safe. Prior to eTrack she served in c-level and executive positions in facilities and dining business-to-business services at Aramark, and at retail consumer businesses including Sylvan Learning, Stratford School, Olive Garden, and Cinnabon. She holds a BS in Chemical Engineering and a MS in Management of Technology and has served in volunteer board leadership roles for leadership and industry organizations. She is passionate about teaching safety while helping people and businesses grow.
MAX BLUMENTHAL Founder & CEO at FINCURA Max started FINCURA to solve technology gaps in commercial lending. He started his career as a lender at Royal Bank of Canada and later at Silicon Valley Bank, where he helped innovative companies and their investors change the world. He earned a B.B.A in Finance from The University of Texas at Austin.
Kyle leads M&A, product development, and retail financing programs at ATW, a Bain Capital portfolio company and manufacturer of Big Tex, PJ, Carry-On and CM trailers and truck beds. Prior to ATW, Kyle led product innovation and commercialization in oilfield services and was a manager at Bain and Company on the Industrial Goods and Services leadership team. He began his career as a design and flight test engineer for Boeing Commercial Airplanes and flight instructor.
Kyle enjoys spending time with his wife and 6 week old daughter, Big Brothers Big Sisters, flying, and just about anything outdoors.
Charles Anderson is the Executive Director of the CEMC. He also is the CEO of Currency, where he has developed the leading technology platform to help make equipment financing simple and easy. Charles is an industry thought leader in online equipment financing who has helped hundreds of organizations move from theory to practice both from within the industry and as an external advisor. Charles was involved in mortgage banking and specialty finance at the nation’s largest mortgage banks and graduated from Stanford’s Graduate School of Business.
Before entering the equipment financing industry, Charles started his own mortgage banking firm and attended Stanford’s Graduate School of Business.
Jim Toffey has over 30 years’ experience in Fintech building and operating electronic marketplaces around the world. He founded Tradeweb Markets in 1997, a joint venture with four global banks, and served as Chief Executive Officer through 2008, growing Tradeweb from a start-up to a global exchange platform spanning 18 different asset classes. Mr. Toffey received an M.B.A. from the Amos Tuck School of Business Administration and a B.A. from Dartmouth College. After leaving Tradeweb Markets, he served as Entrepreneur-in-Residence at Warburg Pincus, LLC and went on to found Benchmark Solutions, where he served as Chief Executive Officer. Toffey also served as the President of Fixed Income, Equity and Retail Wealth Management at Thomson Financial, Inc. after Thomson’s acquisition of Tradeweb.
Srinivasan Bharadwaj [‘Srini] is the CTO for the RAGE AI Products at Genpact. In this capacity, Srini is responsible for creating and maintaining various products developed using the RAGE AI Platform. At Rage, Srini has been responsible for pioneering various products and solutions to business problems, addressing them in a holistic manner rather than a niche manner. As one of the founders of Rage, Srini has been an integral part of the Rage journey; vision to development to patenting various components and platform. Prior to Rage, Srini has had a rich tenure at eCredit in various capacities and most recently, VP, Professional Services, responsible for implementing eCredit products worldwide.
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.
Mr. Gary Amos serves as Head of Americas for the Commercial Finance Business Unit and Senior Vice President at Siemens Financial Services, Inc. (SFS). In this role, Mr. Amos is responsible for the P&L of an organization that includes SFS’s captive healthcare and industrial asset finance businesses, as well as the third-party vendor finance platform for the Americas. A member of the SFS Commercial Finance Global Leadership Team, he also evaluates additional country growth opportunities outside the U.S. that fall within the Americas Region. Mr. Amos joined SFS in 2007 as vice president and national sales manager, tasked with setting strategic direction for SFS’ Industrial Leasing platform on a direct basis. His team structured single investor leases and loans to industrial companies, with special emphasis on marine, rail, air, food/beverage and chemical/pharmaceutical products. The team’s portfolio included leases, loans, synthetic and 1031 LKE transactions ranging from $2MM to $50MM. A 20-year veteran of the leasing and finance industry, he has broad experience in the industrial, healthcare and technology sectors with a focus on providing structured large-ticket financing solutions and supporting vendor business platforms with funding alternatives. Prior to joining Siemens, he served as vice president of business development at GE Commercial Finance, where he managed a national accounts team and developed strategic initiatives focused on medical and technology sectors. Previous to that, he was national accounts manager at De Lage Landen, overseeing its key accounts in the technology sector and coordinating relationships with Japanese counterparts within parent bank. He is an active member of the Equipment Leasing and Finance Association (ELFA) and is part of the steering committees for the ELFA's Healthcare Finance Summit and the Captive Lessors Forum. Mr. Amos holds a B.S in Economics & Business from Penn State University.
Matthew Perkins is a Senior Managing Director at Guggenheim Securities, LLC. Prior to joining Guggenheim in July 2008, Mr. Perkins was a Senior Managing Director and Co-Head of ABS and RMBS Banking at Bear, Stearns & Co. Inc., where he had worked for 15 years. Since 1993, Mr. Perkins has served as lead or co-lead manager on more than 375 term ABS and RMBS securitizations, with an aggregate issuance amount in excess of $155 billion. Mr. Perkins holds a degree in Finance and Economics from Babson College, where he completed a four-year program in three years with High Distinction.
Brett is the co-founder and chief executive officer at Cohealo, a technology and services company that enables hospital systems to track medical equipment utilization and share assets between facilities. On average, a ten-facility health system will own $1B worth of medical equipment with industry estimates placing utilization of that equipment at an anemic 42%. Featured in Forbes, Fast Company, and the Wall Street Journal, Cohealo has been recognized as the first solution of its type to bring the sharing economy to healthcare. Brett has been instrumental in scaling Cohealo from two moving trucks, to a venture-backed SaaS company growing by 6X in annual revenues year-over-year. Before founding Cohealo, Brett managed a $1B territory for the Burlington Coat Factory, encompassing 100 stores across five states, and as an operations executive at Bloomingdale’s, where he supervised over 180 store personnel. Brett received his BS at Eastern Michigan University and his MBA from the University of Miami.
Maciej Kranz brings 30 years of networking industry experience to his position as Vice President, Corporate Strategic Innovation Group at Cisco. He leads the group focused on incubating new businesses, accelerating internal innovation, and driving co-innovation with customers and partners through a global network of Cisco Innovation Centers. Prior to this role, Kranz was General Manager of the Connected Industries Group at Cisco, a business unit focused on the Internet of Things (IoT). He built a $250M business from the ground up in 18 months and relentlessly evangelized the IoT opportunity across Cisco and the market, making IoT one of Cisco’s major priorities. In his New York Times Best Selling book, Building the Internet of Things, and its companion Project Workbook, Kranz offers practical advice to business decision makers on how and why to implement IoT today. He formed a thought-leadership forum and newsletter to exchange industry insights on IoT developments. Kranz is also a faculty member of Singularity University, focusing on IoT and corporate innovations.
Mike Armstrong is President of ZestFinance, a financial technology company that uses machine learning and data science to help companies make more accurate financial decisions. Previously, he served as Chief Marketing Officer for the company. For more than 16 years, Mike has led business strategy, customer acquisition, credit risk, and operations for financial services companies. Mike began his career as a U.S. Army Ranger. After the military, he spent eight years at Capital One, where he held various roles, including General Manager of Customer Segments. Mike graduated from Duke University with a degree in economics.
Ben manages Clocktower Technology Ventures and is responsible for all of Clocktower Group’s private market activities. Ben was previously Director, Investment Associate Program for Bridgewater Associates, where he worked with the firm’s CIOs on strategic priorities, talent development and research. Ben began his career as a VC and private equity investor with Wasserstein Perella. Ben also co-founded Artivest fka Resonance Funds, an online issuer of actively-managed exchange traded vehicles, as well as Waterfall Mobile. Ben holds an MBA from the Stanford Graduate School of Business and a BA in philosophy from Yale University. Ben lives in Bel Air with his wife and two young children.
Jason Jones is an entrepreneur and investor. He has invested in over 200 technology companies over the past 20 years and he has launched numerous new businesses. He is currently the Co-Founder and CEO of the Cardinal Rose Group, a fintech holding company. In that capacity he serves as Co-Chairman of LendItFintech, one of the world’s largest fintech events companies; Chairman of PitchIt, a global fintech startup competition; and Co-Chairman of BlockFin, the largest blockchain event focused on financial services. Jason is also an Entrepreneur-In-Residence at ConsenSys, an Ethereum-based venture incubator, where he advises and helps to build blockchain companies. Jason has also founded/co-founded two investment companies: Lending Robot/NSR Invest, the largest marketplace lending robo-advisor; and HighStep Capital, a L/S Equity and Pre-IPO Fund. He was also an advisor on the founding team of AlphaClone, a hedge fund replication ETF and robo-advisor. Earlier in his career, Jason worked as a portfolio manager/analyst at J. Goldman & Co., Goldman Sachs, Cambridge Associates, and Fidelity Investments. Jason holds an MBA from the Johnson School at Cornell University where he was a Park Leadership Fellow and a BS from Babson College. He is originally from the Boston area and he currently resides in the NYC area.
Keith Letourneau focuses his practice on maritime and energy transactions and litigation matters. Keith’s government contract experience includes shipyard bid protests, labor standards disputes, and appeals of contracting officers’ final decisions before boards of contract, as well as solicitation and bid reviews and evaluations. He has also defended document-intensive shipyard and oil rig repair contract disputes. He is co-chair of the Firm’s Blockchain Working Group. He has published recent articles about the industry, specifically as it relates to maritime matters, and presented on Blockchain issues at the Firm’s Litigation Department CLE program in Philadelphia in November 2017. Keith served as a trial attorney for both the U.S. Coast Guard’s Procurement Law Division and the Admiralty Section of the U.S. Department of Justice's Civil Division. He is a retired commander of the U.S. Coast Guard. His military service included assignments as a deck watch officer aboard a medium-endurance cutter that engaged in drug law enforcement efforts in the Caribbean Basin and as commanding officer of a Coast Guard patrol boat stationed along the southeast Texas coast. Keith is a member of the Order of the Coif, an honorary academic society that recognizes law students, teachers, judges, and lawyers for their scholarly or professional achievements.
Gervais is a high performance psychologist working in the trenches of high-stakes environments with some of the best in the world, training the mindset skills and practices essential to pursuing and revealing one’s potential. He is the co-founder of Compete to Create, a digital platform business helping people become their best through mindset training. His clients include world record holders, Olympians, internationally acclaimed artists and musicians, MVPs from every major sport and Fortune 100 CEOs.
Jonathan Andrew is the Chief Executive of the Commercial Finance Division of Siemens Financial Services worldwide, with presences in 14 countries across the globe and over 1,800 employees. Previously Jonathan was Chief Executive for the Commercial Finance Division of Siemens Financial Services for Europe and Asia Pacific, following his role as Chief Executive for Siemens Financial Services operations in the UK, France, Spain and Italy. He joined Siemens in 2002, following four years as Chief Financial Officer International, Gateway Inc., prior to which he held various leadership roles in GE Capital. In October 2014, Jonathan Andrew’s contribution to the industry was recognised by the Leasing Foundation’s Award for European CEO of the Year. In 2016 he was appointed Patron of the Leasing Foundation. Jonathan was made Leasing Life’s Industry Ambassador of the Year 2017. Amongst his many interests Jonathan lists flying, sailing and skiing.
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.
Named one of the “50 Big Data Twitter Influencers” by SAP, Paul has served as a consultant for 60 Minutes and multiple universities and has been named an expert on big data by publications such as Big Data Republic, Technopedia, and Analytics Week. Paul also leads IBM’s World Wide Competitive Database and Big Data teams. An award-winning writer, he has published more than 19 books and over 350 articles on data. An expert in harnessing the power of big data, Paul brings real-world experience from his at time managing over 1,400 professionals to help you build influence and affect change in your company.
Paul also is a seated board member of Queen’s University Business School’s Masters of Management Analytics (MMA) program.
Tommy Davidson’s exceptional range – from stand-up comedy and acting to versatile music accomplishments – have earned him a reputation as an extraordinary performer. Best known as one of the stars of the hit television show In Living Color, his visibility has allowed him to become a household name known for his innovative talent. Currently Tommy is touring across the country on his comedy tour and has also joined forces with Sommore, Bill Bellamy, and Tony Rock for the Standing Ovation Tour. Recently Tommy was a celebrity guest on Food Network’s successful competition cooking show Chopped for their special series Tournament of the Stars where he wore his old chef hat to win $50,000 to his charity.
Johnny was voted Best Close-Up Magician at the Magic Castle™ in Hollywood by the Academy of Magical Arts two years in a row. He is the only magician to have received both the International Brotherhood of Magicians’ Gold Cups Award of Excellence and the Society of American Magicians’ Gold Medal Award of Honor. Johnny was also the first close-up magician to be given magic's highest honor at the triennial International Federation of Magic Societies’ convention.
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