The Future of Lending™

2018 Canadian Lenders Summit

Name: 2018 Lenders Summit
Start: 2018-11-21T07:15:00+00:00
End: 2018-11-21T18:00:00+00:00
Location: Deloitte Canada

November 21st, 2018 | Deloitte Canada, Toronto, Ontario

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About This Event

Join the 2nd Annual Canadian Lenders Summit to focus on tools, policies, and fintech solutions that demonstrate measurable ROI. The agenda is built on two crucial innovation pillars: mastering the ROI in AI for Lending (including a Google keynote) and deep dives into real-world Blockchain use cases. Gain global growth strategies, master B2B acquisition, and learn how to optimize customer engagement and drive safer, faster acquisition while managing risks like KYC, IDV, and AML compliance.

This Summit is the essential platform for senior executives and Canadian finance experts from Banks, Fintechs, Credit Unions, and Capital Providers. Engage in targeted roundtables on New Lending Tools & Capital Strategies and legal deep-dives into the changing regulatory landscape. Network with peers and thought leaders, debate the Future of Data (Open Banking), and celebrate industry excellence at the Innovative Lender of the Year Awards

Speakers

Tania Ziegler Head of Global Benchmarking

Mark Ruddock

Jeff Mitelman CEO

Ali Pourdad CEO

Diana Adachi Co-Chair

Carole Piovesan Lead in Artificial Intelligence

Nick Seelert Co-founder & CTO

Elizabeth Sale Partner

Agenda

WEDNESDAY NOVEMBER 21st, 2018

8:00 AM

Registration & Networking Breakfast

8:45 AM

Setting the Stage

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

Gary Schwartz
President | CEO

Canadian Lenders Association
Kevin Clark
CLA Chair

Lendified

9:00 AM

Canada - A Global Review

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

Tania Ziegler
Head of Global Benchmarking

Cambridge Centre for Alternative Finance (CCAF)
Keynote

9:20AM

A Voice from the Future

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

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

Mark Ruddock

4Finance

9:45 AM

B2B Acquisition Strategies

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

Kevin Clark
CLA Chair

Lendified
Moderator
Gladstone Grant
National Director, Microsoft Technology Centres

Microsoft
Speaker
Peter Cibula

Linkedin
Speaker
Ali Pourdad
CEO

Progressa
Speaker
Jeff Mitelman
CEO

Thinking Capital
Speaker

10:30 AM

MORNING NETWORKING BREAK

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

11:00 AM

The Lending Blockchain: Case Studies & Insights

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

Sam Kawtharani
Co-Founder and CEO

CORL
Moderator
Yash Mody
Blockchain Project Director

Plaza Corp
Speaker
Gary Fearnall
CLA Committee Chair

Mortgage Blox
Speaker
Rahim Vishnu
CEO

Swiftsale.com
Speaker
Soumak Chatterjee
Blockchain Lead

Deloitte
Speaker
Diana Adachi
Co-Chair

Silicon Valley Blockchain Society
Speaker

11:45 AM

KEYNOTE & PANEL: The ROI in Lending AI

Mini Keynote by Google on the “ROI in AI”

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

Carole Piovesan
Lead in Artificial Intelligence

McCarthy Tétrault
Moderator
Frank Currie
Head of Customer Engineering for Financial Services

Google Canada
Speaker
Norm Cappell
Co-Founder

Savvyy
Speaker
Edwin Fong
Vice President, Financial Services

Salesforce
Speaker
Nick Seelert
Co-founder & CTO

Senso.AI
Speaker

12:30 PM

ROI LUNCHEON

Have lunch with colleagues in the main hall.

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

1:30 PM

ROUNDTABLE 1: New Lending Tools & Capital Strategies

Choose between one of the following topics:

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

Romit Malhotra
Sr. Managing Director

Deloitte Corporate Finance
Moderator
Karanjit Bhugra
MD Co-Head Capital Markets

Ventum
Speaker
Frank Currie
Head of Customer Engineering for Financial Services

Google Canada
Speaker

2:00 PM

ROUNDTABLE 2: Legal Deep-Dive

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

Choose between one of the following topics:

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

Elizabeth Sale
Partner

Blake, Cassels & Graydon LLP
Moderator
Ana Babour
Partner

McCarthy Tétrault
Moderator

2:30 PM

AFTERNOON NETWORKING BREAK

Quick 15 minute shmooze sponsored by Salesforce.

2:45 PM

AWARDS: Innovation Announcements & Award Presentation

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

Innovative Lender of the Year Award presented by RBC Ventures

Amar Ahluwalia
VP Partnerships & Capital Markets

OnDeck Capital
Sue Britton
CEO

Fintech Growth Syndicate
Shafiq Vallani

RBC Ventures
Mark Lehman
Executive Director, Innovation, Science, and Economic Development Canada

Government of Canada

3:15 PM

KEYNOTE & PANEL: Capturing the Consumer

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

Joe Strolz
Country Manager

Snap Inc.
Moderator
David Fry
CEO | Founder

Paays
Speaker
Eva Wong
Co-Founder

Borrowell
Speaker
Michael Wendland
CEO

Refresh Financial Inc.
Speaker
Wayne Pommen
Chief Revenue Officer

Affirm
Speaker

4:00 PM

The Great Data Debate

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

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

Kirsten Thompson
National Lead of Transformative Technologies & Data Strategy

Dentons
Moderator
Kris Hansen
CTO

Sagard
Speaker
Victor Comas
VP Data Science

JUDI.AI
Speaker
Dan Dickinson
Chief Digital Officer

Equitable Bank (EQ Bank)
Speaker
Dariush Zomorrodi
Chief Innovation Officer

Blanc Labs
Speaker

4:30 PM

PANEL: Seeking Capital on the Global Stage

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

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

Romit Malhotra
Sr. Managing Director

Deloitte Corporate Finance
Moderator
Rajiv Bahl
Senior Partner

Novacap
Speaker
Garron Helman
Partner

Merchant Advance Capital
Speaker
Bryan Szemenyei
Chief Treasury

Canaccede Financial
Speaker
Rajan Ariyur
Managing Director

Sun Life Financial
Speaker
James Intermont
Principal

Atalaya Capital
Speaker
Randy Rutherford
Co-Founder

ClearFlow Finance
Speaker

5:15 PM

Vice-Chair Insights & Conclusion

Jason Mullins
Former CEO

goeasy

5:20 PM

NETWORK RECEPTION

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

Details

Date

November 21st, 2018

Time

7:15 AM - 6:00 PM

Venue

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