2018 Lenders Summit
Canadian Lenders Association, was proud to present it’s 2nd Annual Lenders Summit. The Canadian Lenders Summit was focused on tools, policies and fintech solutions that demonstrate measurable ROI.
The Summit continues to be a key platform to network with Canadian finance experts, who will showcase how to thrive during periods of uncertainty and exploit new asset classes, geographies and partnerships to better meet market needs and provide attractive risk-adjusted returns.
Thank you for an incredible event!
Speakers
Sponsors
Agenda
Registration & Networking Breakfast
Kevin Clark, Chair of the Canadian Lenders Association sets the stage.
Kevin Clark introduces the 2018 Lenders Summit in Toronto.
Gary Schwartz introduces the Summit Agenda
Summit Highlight Reel
Summit 2019 will be held at MaRS on 20th November. Register for early-bird tickets now.
Setting the Stage
Canadian Lenders Association President and Chair welcomes participants and presents the agenda for the Summit.
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Kevin Clark
CLA Chair
Lendified
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Gary Schwartz
President
Canadian Lenders Association
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.
KEYNOTE: 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.
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Tania Ziegler
Head of Global Benchmarking
Cambridge Centre for Alternative Finance (CCAF)
Speaker
A Voice from the Lending Future
The opening keynote by Mark Ruddock sets the stage for the Summit. Mark talks about lessons and challenges in innovative lending space in Europe, Latin America and Asia as well as looking at growth strategies for the Canadian market.
KEYNOTE: 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.
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Mark Ruddock
4Finance
Speaker
B2B Acquisition Keynote
Mini Keynote by Gladstone Grant, National Director, Microsoft Technology Centres, Microsoft on innovative strategies to reduce Customer Acquisition Cost
Lending: B2B Acquisition Panel
Sit down to discuss strategies, learnings and successes with Linkedin, Progressa, Lendified and Thinking Capital.
KEYNOTE & Panel: 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.
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Gladstone Grant
National Director, Microsoft Technology Centres
Microsoft
Speaker
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Peter Cibula
Linkedin
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Ali Pourdad
CEO
Progressa
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Kevin Clark
President
Lendified
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Jeff Mitelman
CEO
Thinking Capital
MORNING NETWORKING BREAK
30 minute coffee and shmooze sponsored by the AION.network.
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AION.network
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.
PANEL: 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.
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Sam Kawtharani
Co-Founder and CEO
CORL
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Yash Mody
Blockchain Project Director
Plaza Corp
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Gary Fearnall
CLA Committee Chair
Mortgage Blox
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Rahim Vishnu
CEO
Swiftsale.com
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Soumak Chatterjee
Blockchain Lead
Deloitte
Moderator
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Diana Adachi
Co-Chair
Silicon Valley Blockchain Society
ROI in Lending AI
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.
Making AI work for Fintech
Frank Currie, Head of Customer Engineering for Financial Services talks about ROI in Lending AI.
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.
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Frank Currie
Head of Customer Engineering for Financial Services
Google Canada
Speaker
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Norm Cappell
Co-Founder
Savvyy
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Carole Piovesan
Lead in Artificial Intelligence
McCarthy Tétrault
Moderator
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Nick Seelert
Co-founder & CTO
Senso.AI
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Edwin Fong
Vice President, Financial Services
Salesforce
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.
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Todd Elliott
PayNet
Tips on Mid-Market Lenders Seeking Capital
Roundtable hosted by Romit Malhotra, Sr. Managing Director and Karanjit Bhugra, MD Corporate Finance Deloitte @ the Canadian Lenders Summit 2018
Google: Leveraging Machine Learning and Data to Drive Results
Frank Currie, Head of Customer Engineering for Financial Services at Google moderates a roundtable at the Canadian Lenders Summit 2018
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
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Romit Malhotra
Sr. Managing Director
Deloitte Corporate Finance
Moderator
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Karanjit Bhugra
MD Corporate Finance
Deloitte
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Frank Currie
Head of Customer Engineering for Financial Services
Google
Moderator
Technology, the changing landscape of the law for lenders
Ana Badour from McCarthy explores regulation, the changing landscape of the law and the impact of new technology.
Legal Deep Dive - Regulatory Insights
Elizabeth Sales from Blakes explores regulation, the changing landscape of the law in the lending space in Canada.
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
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Elizabeth Sale
Partner, Specialty in financial institutions and services providers
Blake, Cassels & Graydon LLP
Moderator
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Ana Badour
Partner, Financial Services Group
McCarthy Tétrault
Moderator
AFTERNOON NETWORKING BREAK
Quick 15 minute shmooze sponsored by Salesforce.
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Salesforce
Innovative Lender of the Year 2018
Congratulations to Eva Wong and Andrew Graham for winning the 2018 LEADER OF THE YEAR leadership award. The Tiffany & Co. crystal award was presented on Nov 21st at the Lenders Summit. We are now welcoming 2019 Innovative Lender of the Year nominations.
Innovation in Lending
Amar Ahluwalia, VP Partnerships & Capital Markets, OnDeck Capital sets the stage with a mini-keynote on the role of innovation in lending.
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
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Amar Ahluwalia
VP Partnerships & Capital Markets
OnDeck Capital
Speaker
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Sue Britton
Head of Award Selection Committee
FinTech Growth Syndicate
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Shafiq Vallani
RBC Ventures
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Mark Lehman
Executive Director, Innovation, Science, and Economic Development Canada
Government of Canada
Snap Chat: Capturing the Lending Consumer
Joe Strolz discusses innovative strategies to drive engagement via social media.
Capturing the Lending Consumer
Joe Strolz sits down with principals from PayBright, Paays, Refresh and Borrowell to discuss lessons learned in the market: tips, insights and war stories.
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.
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Joe Strolz
Country Manager
Snap Inc.
Moderator
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David Fry
CEO
Paays
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Eva Wong
Co-Founder
Borrowell
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Michael Wendland
CEO
Refresh Financial Inc.
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Wayne Pommen
CEO
PayBright
The Great Data Debate
Incumbent data verses new data: how do we work toward an open data economy? Kirsten Thompson, who was recently appointed to the Advisory Committee on Open Banking, moderates the debate.
PANEL: 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.
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Kirsten Thompson
National Lead of Transformative Technologies & Data Strategy
Dentons
Moderator
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Kris Hansen
CTO
KOHO & Portag3 Ventures
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Victor Comas
VP Data Science
JUDI.AI
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Dan Dickinson
Chief Digital Officer
Equitable Bank (EQ Bank)
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Dariush Zomorrodi
Chief Innovation Officer
Blanc Labs
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. PLEASE NOTE: Opinions expressed belong solely to the panelist, and not necessarily to the speaker's employer, organization, committee or other group or individual.
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.
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Romit Malhotra
Sr. Managing Director
Deloitte Corporate Finance
Moderator
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Garron Helman
Partner
Merchant Advance Capital
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Bryan Szemenyei
Chief Treasury
Canaccede Financial
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Rajan Ariyur
Managing Director
Sun Life Financial
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James Intermont
Principal
Atalaya Capital
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Randy Rutherford
Co-Founder
ClearFlow Finance
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Rajiv Bahl
Senior Partner
Novacap
Jason Mullens: Insights & Conclusion
Canadian Lenders Summit: Vice Chair Insights & Conclusion
Vice-Chair Insights & Conclusion
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Jason Mullens
CLA Vice-Chair
goeasy
Innovation Canada's remarks at the goeasy Reception
Mark Lehman, Executive Director, Innovation, Science, and Economic Development Canada speaks at the Lenders Reception
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.
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sponsored by goeasy
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Mark Lehman
Executive Director, Innovation, Science, and Economic Development Canada
Government of Canada
Speaker
Details
Date
Nov. 21, 2018
Time
7:15am Registration 8am Start 6pm Finish
Venue
Deloitte Canada, 8 Adelaide St. W., Suite 200
Canadian Lenders Association, is proud to present the 2nd Annual event Canadian Lenders Summit (November 21, Toronto, Canada) which will explore pertinent issues and solutions for 2019.