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The Future of Lending™

2019 Canadian Lenders Summit

November 28th, 2019 | MaRS Discovery District, Toronto, Ontario
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About This Event

Join the 3rd Annual Canadian Lenders Summit to secure measurable ROI, master economic uncertainty, and exploit new growth frontiers. The 2019 agenda is centered on practical strategies for Canadian lenders to thrive, including preparing for a potential economic downturn (Market Turn Readiness), leveraging Alternative Credit Funds for capital formation, and navigating the industry-transforming shift to Open Banking. Key sessions deliver a roadmap for deploying AI in Lending while avoiding digital discrimination, ensuring your business stays competitive and compliant.

The Summit is the essential platform for senior executives seeking to improve market needs and risk-adjusted returns. Network with leading Canadian finance experts across banks, alternative lenders, and fintech innovators to discuss engaging with the Government as a Partner and the Financial Services Revolution driven by new technologies.

Speakers

Neil Wechsler LinkedIn
Neil Wechsler CEO
Matt Fabian LinkedIn
Matt Fabian Director, Research & Consulting
Jason Appel LinkedIn
Jason Appel CRO
Bonny Murray LinkedIn
Bonny Murray Partner
Sabrina Anzini LinkedIn
Sabrina Anzini SVP, Legal & Corporate Affairs

Sponsors

Agenda

8:50 am

Setting the Stage

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

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    Neil Wechsler

    CEO

    OnDeck Canada

    Speaker
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    Gary Schwartz

    President | CEO

    Canadian Lenders Association

    Speaker
9:00 am

Disrupting the Bear & Fighting Populism

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

9:30am

Market Turn Readiness

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

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    Matt Fabian

    Director, Research & Consulting

    TransUnion

    Moderator
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    Kevin Clark

    CLA Chair

    Lendified

    Speaker
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    Neil Wechsler

    CEO

    OnDeck Canada

    Speaker
  • LinkedIn
    Jason Appel

    CRO

    goeasy

    Speaker
10:00 am

Government as a Partner

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

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    Sabrina Anzini

    SVP, Legal & Corporate Affairs

    Goeasy

    Moderator
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    Jess Weiser

    VP, Government Relations

    Equifax

    Speaker
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    Darren Thomas

    Statute Administrator

    Government of Alberta

    Speaker
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    Bonny Murray

    Partner

    Blake, Cassels & Graydon LLP

    Speaker
10:30 am

Networking Break

15 minute coffee and shmooze sponsored by Blakes

10:45 am

Lending to Lenders

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

11:15 am

Keynote: Financial Services Revolution

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

11:30 pm

Lunch & Networking

Lunch and networking break brought to you by goeasy.

12:20 pm

Understanding the Borrower Journey: Part 2

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

12:40 pm

Alternative Credit Funds in Fintech

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

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

1:10 pm

Networking Break

Coffee and shmooze sponsored by TransUnion.

1:20 pm

Keynote: Lending AI & Digital Discrimination

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

2:10 pm

Open Banking: Fuelling Lending in 2020

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

2:40 pm

Networking Break

15 minute coffee and shmooze sponsored by REPAY

2:50 pm

Awards Ceremony

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

3:30 pm

Networking Reception

Join BMO for drinks and celebrate with the award winners.

Details

Date

November 28th, 2019

Time

8:30 AM - 4:00 PM

Venue

MaRS Discovery District, 101 College St, Toronto, Ontario