2023 Lenders Summit:
Welcome to The Future of Lending™.
From Banks and Credit Unions to best-of-breed vendor from the fintech ecosystem, the Summit is the hub for networking and business partnerships across all consumer and commercial sectors. Main themes include fraud technology, Identity Verification (IDV), financial data solutioning and supporting new-to-Canada and new-to-Credit consumers. On November 1st, 2023: network with over 500 industry executives. Download the sponsorship package here.
(See last year’s sold out event.)
Speakers
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Andrew Moor
CEO
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Jason Mullins
CLA Vice Chair | CEO
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Michael Garrity
Chairperson
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Kevin Carmichael
Editor-at-Large
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Dominique Samson
VP, Corporate Affairs
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Charles Parent
President
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Lauren Thompson
VP Specialty Finance
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Ilja Troitschanski
Founder | President
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Cato Pastoll
CEO | Founder
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Clive Kinross
CEO
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Misha Esipov
CEO
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Harley Greenspoon
COO
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Karanjit Bhugra
MD Co-Head Capital Markets
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Ardalan Shojaei
Chief Credit & Risk Officer
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Arina Eremina
SVP Portfolio Risk
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Graeme Auchincloss
AVP
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Hamid Akbari
CEO
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Manu Smadja
CEO & Co-Founder
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Eric Larocque
CMOO
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Ashley Yantzi
CLA Board | VP Residential Lending
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Matt Fabian
Director, Research & Consulting
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Justin Herlick
CEO & Co-Founder
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Krista Saarinen
Fraud and Risk Management Director
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Gayle Ramsay
Head, Everyday Banking, Segment & Customer Growth
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Nathan Spaling
CEO
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Almis Ledas
President & COO
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Giles Sutherland
VP Business Development
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Hussein Ezzat
Consultant - Fraud Prevention & Identity Management
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Brent Reynolds
CEO | Founder
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YG Leboeuf
Founder CEO
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Malik Yacoubi
CEO | Co-founder
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Jason Kroft
Structured Finance & Securitization
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Jeff Bouganim
CFO
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Evan Chrapko
CEO | Founder
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Katerina Kindyni
CLA Board Member | Financial Services Sustainability Lead
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Hayden Poudrier
CEO | Founder
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Lesley Lawrence
VP Business Development
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Manny Nikjoo
CEO | Founder
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Justin Herlick
CEO | Founder
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Jonah Chininga
Founder
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Yvette Wu
CEO | Founder
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Patrick Boudreau
Head, Identity Management & Fraud Solutions (Canada)
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Jason Appel
CRO
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John Uhren
MD, Sustainable Finance
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Justin Limpright
Vice President
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Rosa Hoffmann
CEO | Founder
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Martin Basiri
Founder
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Amit Sadhu
SVP, Risk
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William Breton
Vice President & COO
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Gene DiMira
Global Head of Revenue & Partnerships
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David Fry
CEO | Founder
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Leigh Day
Digital Identity Consultant
Sponsors
Agenda
7:30am - 6:00 pm
President’s Welcome
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Gary Schwartz
President & CEO
Canadian Lenders Association
Making Bank
KEYNOTE: Andrew Moor, CEO of Equitable Bank and EQ Bank sets the stage for the day talking about what it means to be a Challenger Bank in Canada. Compared to banks listed on the S&P 500 Index and the S&P/TSX Composite Index, EQ has achieved the highest total shareholder return over the last 10 years. What is EQ’s mission in the Canadian market to “Make Bank”.
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Andrew Moor
CEO
Equitable Bank
Keynote
Mid-Market Bank Technology Networking Event
NETWORKING: Join us in a full-day networking event powered by the Lenders Summit App. Credit Unions and Mid-Market Banks from across the country are invited to join us and our Approved Vendor community to explore modernization and monetization strategies. In the Canadian financial landscape, mid-market banks and credit unions play a unique role, standing out amidst the dominance of the Big Five banks. Setup multiple one-on-one sessions in the networking hall to establish the partnerships that will advance your business in 2024.
The Technology of Fraud Prevention
WORKSHOP: Join us for a half-day workshop event. Sign up for a private invited deep dive into the technology of fraud. This 4-hour breakout session will provide attendees with information about the technologies that can be used to satisfy the requirements of the Government Issued ID Method, the Credit File Method, and the Dual Source Method as well as how these technologies can combat fraud.
<< Details Here
NTC: New to Canada – New to Credit
PANEL: This opening panel explores the challenges faced by borrowers who are new to the country and lack a credit history, exploring innovative strategies to bridge this gap. The panel shares insights on alternative credit assessment methodologies and new business models shaping inclusive lending practices and facilitating economic integration for newcomers.
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Brent Reynolds
CEO | Founder
Payson
Moderator
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Manu Smadja
CEO & Co-Founder
MPOWER
Speaker
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Matt Fabian
Director, Research & Consulting
TransUnion
Speaker
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Misha Esipov
CEO
Nova Credit
Speaker
Capital in 2024: The Lions and Tigers and Bears
PANEL: RIP ZIRP- interest rates are rising and capital is stashed. Leaders with various lending sectors discuss how their sectors are adapting to high interest rate through innovative lending products or services. Hear from prominent investment banks on the current state of the Canadian capital markets. Explore the perspective of leading financial institutions as funders in Canada. Learn about the importance of building strong relationships with funders and how to navigate the application process effectively. Get insights from alternative lenders on the evolving landscape of non-traditional financing.
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Karanjit Bhugra
MD Co-Head Capital Markets
Echelon
Moderator
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William Breton
Vice President & COO
Iceberg Finance
Speaker
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Jason Kroft
Structured Finance & Securitization
Miller Thomson
Speaker
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Justin Limpright
Vice President
990 Capital
Speaker
Schmooze Espresso
ChatGPT-ification of Lending
PANEL: Join us for an insightful panel discussion on how artificial intelligence is transforming the way that lenders originate and service loans. In this session, industry experts will delve into the latest innovations in underwriting, payments, and credit modelling solutions that are empowering financial institutions and fintechs to enhance efficiency, reduce delinquencies, and improve customer experiences.
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Lesley Lawrence
VP Business Development
Portfolio+
Moderator
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Manny Nikjoo
CEO | Founder
QuadFi
Speaker
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Justin Herlick
CEO | Founder
Pine
Speaker
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Jason Appel
CRO
goeasy
Speaker
Embedded Lending goes “Here”
PANEL: How can the industry leverage embedded lending services at point of need, eliminating the traditional separation between obtaining credit and making a purchase.This approach leverages technology and data to streamline the lending process, making it more convenient and tailored to the specific circumstances of the borrower. The panel explores the risk and reward of embedding lending services directly into existing platforms and transactions.
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David Fry
CEO | Founder
Paays
Moderator
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Michael Garrity
Chairperson
Financeit
Speaker
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Ardalan Shojaei
Chief Credit & Risk Officer
Fig
Speaker
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Arina Eremina
SVP Portfolio Risk
Driven Financial
Speaker
Lunch
Data Powering Innovation
KEYNOTE: This leadership keynote explores the broader implications of data accessibility, such as enhanced financial inclusion, democratized access to financial services, and improved decision-making for individuals and businesses. Understand why access to financial data is considered the lifeblood of innovation in the modern financial landscape in Canada.
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Dominique Samson
VP, Corporate Affairs
Flinks
Keynote
Mortgage is Dead. Long live Mortgage!
PANEL: With record-high amortizations and changing needs of the homeowner, the mortgage industry faces mounting pressure to innovate and deliver creative solutions to borrowers. Traditional credit providers and alternative lenders bring distinct approaches to the table. In this dynamic panel discussion, we bring these two worlds together to explore how they are shaping the future of mortgages in 2024. Join us as we dive deep into the evolving dynamics of mortgage lending. Traditional lenders, with their established processes and regulatory frameworks, are adapting to the new landscape. On the other side, alternative lenders are pushing boundaries with flexible lending models and technology-driven solutions.
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Hamid Akbari
CEO
Blanc Labs
Moderator
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Ashley Yantzi
CLA Board | VP Residential Lending
Equitable Bank
Speaker
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Eric Larocque
CMOO
Community Trust (Questrade)
Speaker
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Hayden Poudrier
CEO | Founder
Fraction
Speaker
ROE in Consumer Lending
PANEL: Two CEOs discuss how to best service the needs of consumers across the credit spectrum. How do we make sure that Canadians have open access to credit. What is the impact of the rising cost of capital. How do you calculate risk. What is required Return on Equity (ROE) for a lender?
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Katerina Kindyni
CLA Board Member | Financial Services Sustainability Lead
EY Canada
Moderator
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Jason Mullins
CLA Vice Chair | CEO
goeasy
Speaker
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Clive Kinross
CEO
Propel Holdings
Speaker
Schmooze Break
Fintech’s Drive: Revolutionizing Auto Finance
PANEL: Hear how fintech is transforming the auto and equipment finance experience – from buyer to dealer to lender. Understand the role that data plays in accelerating originations as well as derisking the underwriting and verification process. This panel brings together Canadian auto credit and technology lenders for a deep dive into the automotive and equipment finance industries.
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Rosa Hoffmann
CEO | Founder
Decisioning IT
Moderator
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Ilja Troitschanski
Founder | President
Axis Auto Finance
Speaker
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Charles Parent
President
iA Auto Finance
Speaker
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Evan Chrapko
CEO | Founder
Trust Science
Speaker
Back to Business: SMB Lending in 2024
PANEL: Join us as we look at what small business lending looks like in 2024, and how the pandemic and rising rates have forced lenders to adapt their business models. Through expert insights shared during the panel discussion, participants can gain valuable knowledge about the future trajectory of small business lending and the pivotal role that digital transformation plays in shaping this landscape.
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Kevin Carmichael
Editor-at-Large
The Logic
Moderator
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Lauren Thompson
VP Specialty Finance
Peoples Group
Speaker
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Cato Pastoll
CEO | Founder
Loop
Speaker
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Harley Greenspoon
COO
OnDeck Canada
Speaker
Can I Buy You a Drink?
NETWORKING DRINKS
Details
Date
November 1, 2023
Time
7:30am – 6:00 pm
Venue
MaRS Discovery District
101 College St, Toronto, ON M5G 1L7
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