Crowdfinance 2015
SEPTEMBER 28, 2015

New York City

Thomson Hall, Thomson Reuters

Financial District

About the Event


Various advancements are not only altering the way in which people and businesses secure capital and invest, but are also circumnavigating the legacy inefficiencies that traditional finance has incurred. The crowd has emerged as a voice with which to be reconciled, as increased transparency and new opportunities to seek funding have drastically opened up the financial markets beyond traditionally closed boardrooms.

On September 28, 2015 in NYC, at Wall Street’s third annual Crowdfinance Conference, financial veterans and industry leaders gathered to provide participants with the resources necessary to capitalize in a financial services industry that continues to innovate and rapidly transform the financial landscape. Crowdfinance 2015 featured a powerful lineup of keynote presentations, interactive panel discussions, game-changing exhibitors and exclusive networking opportunities.

Below please find the event's introductory video.

Thank you to our media partners:

Crowdnetic Crowdnetic

To inquire about sponsoring upcoming events, please contact us at events@crowdnetic.com.

Event Photos

Below please find pictures of our 2015 event.

Event Videos

See the videos from Crowdfinance 2015. To select a particular video, use the navigation bar on the upper left-hand corner.

Event Schedule

Industry leaders discussed and debated critical marketplace lending topics including:

Sept 28th 7:30 am - 12:40 pm
  • 7:30 am - 8:30 am

    Registration, Breakfast, Networking Sponsored by Metropolitan Capital

  • 8:30 am - 8:35 am

    Opening Remarks and Thank You to Sponsors: Sandi Klose, Thomson Reuters

  • 8:35 am - 9:00 am

    Morning Keynote
    By: Jon Barlow, Founder of Eaglewood Capital Management

  • 9:00 am - 9:40 am

    Panel: Disrupting the Disruption
    Moderator: Nathan Barber, Crowdnetic
    Panelists: Al Goldstein, Avant; Krista Morgan, P2BInvestor; David Haber, Bond Street; David Klein, CommonBond; James Nielsen, CreditSuppliers

  • 9:40 am - 10:00 am

    Marketplace Lending Growth and Trends
    By: Robert Wardrop, Cambridge University

  • 10:00 am – 10:40 am

    Panel: Opportunities in Real Estate
    Moderator: AdaPia d’Errico, Patch of Land
    Panelists: Jilliene Helman, RealtyMogul.com; Dan Miller, Fundrise; Rodrigo Niño, Prodigy; Heather Schwarz, EarlyShares; Brian Dally, Groundfloor

  • 10:40 am - 10:50 am

    Morning Networking Break Sponsored by P2BInvestor

  • 10:50 am - 11:10 am

    Identifying the Risk-Free Borrower. Myth or Fact?
    By: Paul Gu, Upstart

  • 11:10 am – 11:45 pm

    Panel: Shifting Sands. Navigating Banking Compliance
    Moderator: Peter Weinstock, Hunton & Williams
    Panelists: Gregory J. Nowak, Pepper Hamilton LLP; Anthony Zeoli, Freeborn & Peters LLP; Larry Chiavaro, First Associates Loan Servicing; Andrew Smith, Covington & Burling; Georgia P. Quinn, iDisclose

  • 11:45 am – 12:25 pm

    Panel: Leveraging Big Data for Better & Faster Decisions
    Moderator: Tim Baker, Thomson Reuters
    Panelists: Mike Armstong, ZestFinance; Rohit Arora, Biz2Credit; Kathryn Petralia, Kabbage; Michael Rodgers, Credit Suisse; Aimee Young, SoFi

Sept 28th 12:25 pm - 8:25 pm
  • 12:25 pm - 1:25 pm

    Buffet Lunch, Exhibits, Networking Sponsored by BBVA Compass

  • 1:25 pm - 1:30 pm

    Afternoon Kick-Off
    By: Luan Cox, Crowdnetic

  • 1:30 pm - 1:50 pm

    Key Note Special Presentation
    By: Sam Hodges, Funding Circle USA

  • 1:50 pm - 2:30 pm

    Panel: The Rapid Growth of Auto, Healthcare & Energy Lending
    Moderator: Robert Rosenberg, University of Chicago
    Panelists: Sam Ellis, DriverUp; Arturo Aguilar, Auto One Acceptance; Hugh Bleemer, PrimaHealth Credit; Scott Harmon, Noesis

  • 2:30 pm – 2:50 pm

    Traditional Financial Institutions & the Case for Global Collaboration
    By: Robert Reoch, Crowdnetic

  • 2:50 pm – 3:30 pm

    Panel: Revolutionizing Business Financing
    Moderator: Steve Lewis, CNBC
    Panelists: Brock Blake, Lendio; Jeffrey Rogers, LiftForward; Kathryn Petralia, Kabbage; Candace Klein, Dealstruck; Stuart Law, Assetz Capital

  • 3:30 pm – 3:40 pm

    Afternoon Networking Break Sponsored by Ellenoff Grossman & Schole LLP

  • 3:40 pm - 4:20 pm

    Panel: Banks & Marketplace Lenders: 1+1 = 3
    Moderator: Lauren Young, Thomson Reuters
    Panelists: Scarlett Sieber, BBVA; Sam Hodges, Funding Circle; Vince Passione, LendKey; Jared Delaney-Smith, NEXT Fund/Credit Suisse; Ram Ahluwalia, PeerIQ

  • 4:20 pm - 5:00 pm

    Panel: Europe, the View from Across the Atlantic
    Moderator: Robert Wardrop, Cambridge University
    Panelists: Partel Tomberg, Bondora; Angus Dent, ArchOver; Stuart Law, Assetz Capital; Nicola Horlick, Money&Co

  • 5:00 pm – 5:15 pm

    Investing in the Asset Class
    By: Brian Weinstein, Blue Elephant Capital Mgmt.

  • 5:15 pm – 5:55 pm

    Panel: The JOBS Act Today and the Players Shaping the Future
    Moderator: Sherwood Neiss, Crowdfund Capital Advisors
    Panelists: Blaine McLaughlin, Folio Institutional; Ryan Feit, SeedInvest; Cathryn Chen, MarketX; Phin Upham, Thiel Capital; Scott Purcell, FundAmerica Technologies

  • 5:55 pm – 6:20 pm

    Closing Keynote: What’s Next in Alternative Finance?
    By: Michael P. Rose, Metropolitan Capital

  • 6:20 pm – 6:25 pm

    Closing Remarks and Thank You to Sponsors
    Debra Walton, Thomson Reuters; Luan Cox, Crowdnetic

  • 6:25 pm - 8:25 pm

    Cocktail Reception Sponsored by Thomson Reuters


Sponsors receive extensive brand exposure to a core audience of investment professionals.

Media Partners

Crowdnetic Crowdnetic


Crowdfinance 2015 featured an exciting roster of expert speakers from within and outside the crowdfinance industry.

Keynote Speakers

The following esteemed speakers delivered keynote speeches at Crowdfinance 2015.

Jon is the founder and former CEO of Eaglewood Capital Management, a leading asset management firm that specializes in online and marketplace lending investment strategies. In 2014 Jon led the sale of Eaglewood Capital to an affiliate of Marshall Wace LLP (MW Eaglewood), a London based alternative asset manager. He served as MW Eaglewood’s global CEO, overseeing its New York and London business units, and as a member of its board of directors until his departure in 2015. During his tenure, Jon assisted with the successful IPO of P2P Global Investments (ticker “P2P”), the world’s first publicly traded peer-to-peer debt investment vehicle, on the London Stock Exchange.
Jon Barlow


Eaglewood Capital Management

Sam Hodges is Co-Founder and Managing Director of Funding Circle. Under his leadership, Funding Circle has grown its US business exponentially and has emerged as the world’s largest online marketplace exclusively focused on small business loans. Before co-founding Funding Circle, Sam served as Vice President of Business Development at SecondMarket – an early pioneer in the online financial marketplace sector. Sam was also part of the investment team at Pequot Capital where he covered investments in financial technology and information services. He received his MBA and MS from Stanford University and graduated magna cum laude from Brown University.
Sam Hodges

Co-Founder & U.S. Managing Director

Funding Circle

Michael P. Rose is Chairman, CEO and President of the Company, Chairman and CEO of the Bank, and Chairman, CEO and Principal of Metropolitan Capital Inc. Mr. Rose was formerly the Acting Executive Director (CEO) of the Illinois Housing Development Authority. Mr. Rose served previously as the Authority’s Staff Attorney, Legislative Liaison, General Counsel, Chief Development Officer and Deputy Executive Director. Subsequently, Mr. Rose was a Principal in, and helped to found, the Lexecon Strategy Group, a strategic consulting firm. At the Lexecon Strategy Group, Mr. Rose led the firm’s financial services practice and focused primarily upon the cross-selling of financial services.
Michael P. Rose

Chairman, CEO and President

Metropolitan Capital

Speakers, Moderators and Panelists

Al is the co-founder and CEO of Avant, an online marketplace lending platform. Avant was named to Forbes America's Most Promising Companies list for 2015 as well as Forbes Next Billion Dollar Startups list for 2015. Prior to Avant, Al co-founded Pangea Properties, a private REIT invested in distressed and value-add multi-family properties. Al was co-founder, President and CEO of CashNetUSA, now Enova International, from 2004 until 2008. Prior to that, he was part of Deutsche Bank’s Leveraged Finance practice. Al is an active member of the Young Presidents Organization (YPO) and America Israel Public Affairs Committee (AIPAC) and mentors young entrepreneurs.
Al Goldstein

CEO and Co-Founder


Scarlett is SVP of Open Innovation and Ecosystem Building at BBVA. She runs the North American region for BBVA's global fintech competition and is the US lead for BBVA's millennial initiative. Prior to BBVA, she was COO and co-founder of a tech startup, Infomous, whose clients include The London Olympics, Super Bowl XLVII, and NFL Films/. Outside of work, she is a contributor to the Huffington Post, Forbes, and WeWork. She is a mentor at Dogfish Accelerator, a NYC Fellow for Startup Leadership Program, a Global Youth Ambassador for A World at School and is also an Ambassador for One Young World.
Scarlett Sieber

Senior Vice President


Paul is a co-founder of Upstart and pioneered Upstart’s statistical models to predict income and employment. Paul’s background is in quantitative finance - he built his first algorithmic trading strategies on the Interactive Brokers API at the age of 20 (achieving a Sharpe of 2.03) and previously worked in risk analysis at the D.E. Shaw Group. During college, Paul led underwriting for two non-profit microlenders in the US. He has been recognized as one of Peter Thiel’s 20 under 20 Fellows and Silicon Valley Business Journal’s 40 under 40. Paul studied economics and computer science at Yale University.
Paul Gu



From the historic collapse of Enron to the 2008 global financial meltdown, Steve Lewis has covered some of the most important business news stories of the past 15 years. After serving as Coordinating Producer in CNBC’s Washington Bureau, he returned to the network’s Global Headquarters in 2005 and helped relaunch CNBC’s signature morning show “Squawk Box.” Today, Steve leads the Strategic Content and News Partnerships group. This innovative cross-platform editorial team is responsible for developing and scaling some of CNBC’s most influential franchises including “America’s Top States for Business” and “Disruptor 50.”
Steve Lewis

VP & Senior Executive Producer


Krista is cofounder and CEO of P2Binvestor, a lending and investment platform that provides working capital to SMBs through a crowd model. In just over a year since going to market, Krista has grown P2Binvestor into a multimillion-dollar company, a thriving online marketplace and one of the few tech-enabled commercial lenders that can underwrite and fund million-dollar lines of credit in a few days. In addition to running a financial technology startup, she is the cohost of Women Who Startup Radio (a popular podcast), an ardent mentor to other women entrepreneurs, and a trusted leader who speaks regularly on business finance, fundraising, and scaling a startup.
Krista Morgan

CEO and Co-Founder


Scott is the Founder & CEO of FundAmerica, providing escrow, AML, payment processing, registered transfer agent, broker-dealer execution and compliance services to people who make a business of crowdfunding. He is an active Board member of the Crowdfunding Intermediary Regulatory Association (CFIRA) and the author of the book “The Definitive Guide to Equity and Debt Crowdfunding” as well as the “Industry Best Practices for Funding Portals”.
Scott Purcell

Founder & CEO


David is the CEO and Co-Founder of CommonBond, a leading marketplace lending platform that lowers the cost of student loans for borrowers and provides financial returns to investors. David is responsible for setting strategy on creating a superior borrower experience. Prior to CommonBond, David worked in consumer finance at American Express, as Director of Strategic Planning and Business Development. David started his professional career as a consultant at McKinsey & Company. David graduated from Brandeis University with a BA in Politics, Economics and International Business, and attended the Wharton School at the University of Pennsylvania.
David Klein

CEO and Co-Founder


Ram is the CEO and Co-Founder of PeerIQ. Previously, Ram was the CIO of Winged Foot Capital an investment advisor responsible for managing an alternatives portfolio via investments in hedge funds, real estate, and late-stage venture capital. Ram is best known for his background in statistical arbitrage and consumer credit. Previously, Ram was a Senior Vice President at Bank of America-Merrill Lynch. Prior to this role, Ram was a Vice President at the Merrill Lynch Global Bank Group as well as a management consultant at Inductis. Ram received a B.A. in Economics-Philosophy from Columbia University and is a CFA charter holder.
Ram Ahluwalia

CEO and Co-Founder


David is co-founder and CEO of Bond Street, an online marketplace transforming small business lending through technology, data and design. Before co-founding Bond Street in 2013, David was an investor at Spark Capital where he focused on marketplace and financial services investments. Prior to joining Spark, David co-founded Locus, a startup asset management firm where he was portfolio manager for the firm’s $40 million in assets and ran product development for its analytics platform. David holds an A.B. from Harvard University.
David Haber

CEO and Co-Founder

Bond Street

Michael joined Credit Suisse in 2014 as Vice President of Corporate Venture Capital. CVC provides a platform to foster and promote innovation with the goal of generating strategic and financial value. Prior to Credit Suisse, Michael worked at ABS Capital Partners where he was focused on software, media, and communications. Earlier Michael worked on the Credit Suisse NEXT Fund, where he invested in technology and financial services companies. Michael also worked at Greenspring Associates where he made investments in software, IT, healthcare, and communications. He has a BS in Economics from Cornell University and an MBA from the University of Oxford.
Michael Rodgers

VP of Corporate Venture Capital

Credit Suisse

Kathryn has spent the past 20 years working with startups and established companies focused on credit, payments, technology and ecommerce. Kathryn and her co-founders started Kabbage in 2009, and they have provided more than $600 million to SMBs. Prior to Kabbage, Kathryn was with Revolution Money, an Internet-based credit card startup based in St. Petersburg, FL, serving as Vice President of Strategy. Previously, Kathryn was a corporate development executive with CompuCredit Corporation. She spent the early dotcom years with several Internet startups, including US Web and WorthKnowing.com. She holds a B.A. in English Lit. from Furman University.
Kathryn Petralia

Co-Founder and COO


Scott has 20+ years of senior leadership experience with enterprise software companies. As part of the leadership team at Tivoli Systems, the poster-child for Austin tech-business success, Harmon helped guide the company to a 1995 IPO and $750 million acquisition by IBM. He then co-founded Motive, where as president and CEO he led another IPO and grew the company to $100 million in revenue. While there, Scott was named the recipient of the Austin, Texas 2001 Ernst & Young Entrepreneur of the Year award in the enterprise software category. Next he became CEO of AlterPoint, and lead that company to a strategic acquisition. Today, he is CEO of venture-backed Noesis, a position he’s held since February 2011.
Scott Harmon



Robert is the director of entrepreneurship programs in the Polsky Center for Entrepreneurship and Innovation and adjunct associate professor of entrepreneurship. He has served in a variety of senior administrative roles at the University of Chicago, most recently associate vice president for marketing strategy and associate vice president for research. Robert earned a bachelor's degree in English from Harvard University, a master's degree in English literature from Tufts University, and an MBA from the University of Chicago. Although he joined the faculty in 2008, he has been lecturing at Chicago Booth since 2000.
Robert Rosenberg

Adj. Assoc. Prof. of Entrepreneurship

University of Chicago

A veteran of the financial services industry, Debra Walton is Chief Content Officer, Financial & Risk, at Thomson Reuters, where she leads a group of nearly 4,000 people with end-to-end responsibility for strategy and management of the firm’s information and analytics offerings. She is a member of Financial & Risk's executive leadership team and is the executive sponsor of the Thomson Reuters Women’s network. Debra has been in senior management at the company since 2003, with roles in sales, marketing strategy, and product development.
Debra Walton

Chief Content Officer, Financial & Risk

Thomson Reuters

Sam Ellis is the President & Chief Executive Officer and member of the board of DriverUp, an online marketplace for automotive financing. Previously, Sam was Founder, President & CEO of Exeter Finance Corp, a market leader in non-bank vehicle finance. Prior to Execter, Sam has served as Senior Vice President, Risk Management for AmeriCredit where he was responsible for managing a risk analytics team. Additionally, he served as Vice President of Risk Management for Summit Acceptance Corp., the predecessor company to Capital One Auto Finance. Mr. Ellis holds a BS in Economics and an MA in Applied Economics from Southern Methodist University. He is also a CFA charter holder.
Samuel M. Ellis

President & CEO


Cathryn is CEO and co-founder of MarketX, a secondary marketplace for pre-IPO investments. Previously, Cathryn worked at Deutsche Bank, Rothschild in London, and JP Morgan in Hong Kong, where she contributed to dozens of IPOs and private placements including Alibaba and Xiaomi. Prior to the Twitter and Alibaba IPOs, she witnessed first-hand the demand for pre-IPO shares which led her to found MarketX. She also worked at EverString, an ad-tech startup backed by Lightspeed and Sequoia. In college, she co-founded MoneyThink LA, a White House-recognized, 501(c)3 non-profit that provides financial education to urban students. Cathryn graduated from UCLA and the London School of Economics.
Cathryn Chen

CEO and Co-Founder


Vince Passione is Chief Executive Officer & Founder of LendKey, focused on transforming the $3.2 trillion consumer lending market by connecting thousands of financial institutions with millions of borrowers online. Prior to founding LendKey, Vince was the COO of DealerTrack, which built the nation’s first and largest credit portal connecting automotive dealerships to banks and credit unions. He’s also held positions at Ameritrade’s Institutional Client Division, OnMoney.com, and Citigroup. He began his career at IBM and has a Bachelor of Science degree in computer science from Polytechnic University.
Vince Passione

CEO and Founder


Hugh Bleemer brings more than 25 years of corporate leadership experience in financial services. Mr. Bleemer is the Chief Executive Officer of PrimaHealth Credit, and he is responsible for charting the company’s strategic direction and building the channels to establish the company as a leader in the elective healthcare financing arena. Mr. Bleemer has held a variety of management positions with JPMorgan Chase over the past 20 years. Prior to joining Chase, Mr. Bleemer spent five years at Citibank in New York. Mr. Bleemer is a graduate of Northwestern University.
Hugh Bleemer

Chairman and CEO

PrimaHealth Credit

Rohit, CEO of Biz2Credit, is one of the country’s top experts in small business finance. His company has arranged $1.2 billion in funding for startups and growing businesses, and he regularly meets with the Federal Reserve, SBA, and the White House. In 2011, Crain’s named him NYC's “Top Entrepreneur.” Rohit oversees the Biz2Credit Small Business Lending Index and is frequently quoted by Bloomberg, The Wall St. Journal, New York Times, Inc., American Banker, and others. He holds a MBA in International Finance from Columbia Business School.
Rohit Arora

CEO and Co-Founder


Nicola is the CEO of Money&Co, a person-to-business lending platform, which connects people looking for a better rate of interest on their cash with businesses seeking finance to grow. Money&Co. is experiencing rapid growth as many companies are still finding it difficult to borrow money from banks. In 2010, Nicola set up Derby Street Films and there are now three Derby Street vehicles, which fund the development of feature films. Nicola is also the Chairman of Glentham Capital Limited, which is currently raising a film finance fund. Nicola read Jurisprudence at Balliol College, Oxford.
Nicola Horlick



Brock is the CEO and Founder of Lendio. His passion is to make small business lending simple for the 30 million Main Street businesses across the USA. His company, Lendio, has helped over 500,000 small business owners save time and money in search of the right small business loan. Brock is a current contributor to Forbes.com where he shares his expertise on the latest trends and tips for small business financing. Brock and his expertise on small business financing have been showcased on all major business media outlets.
Brock Blake

CEO and Co-Founder


Georgia is the CEO and co-founder of iDisclose, an adaptive web-based application that enables entrepreneurs to prepare customized institutional grade private placement documents for a fraction of the time and cost. Heralded by Thomson-Reuters as a Top Female Attorney in New York City, she also serves as of counsel at the leading firm in crowdfunding, Ellenoff, Grossman & Schole, specializing in facilitating financial transactions and compliance with JOBS Act regulations. A foremost expert in corporate finance, she has worked on over $1 billion in business transactions over the course of her legal career.
Georgia P. Quinn

CEO and Co-Founder


Arturo is the Founder and CEO of Auto One, a subprime “Generation Zero” Hispanic automobile lending platform, with over three years in the Texas market and 4,000 loans. At Auto One, he has focused on relationship based dealer-clients that supply him with seasoned notes that he can cherry pick, based on proprietary analytical models, under the promise of Hispanic based collection practices that keep the relationship tight. This approach has given Auto One a unique access to an otherwise inaccessible market to non-Hispanic lenders. Mr. Aguilar holds a B.Sc. in Civil Engineering from Universidad Iberoamericana, Mexico, and two degrees from Harvard University (MBA and MPA, 1998).
Arturo Aguilar

Founder and CEO

Auto One Acceptance

Nathan recently joined Crowdnetic as its Chief Financial Officer. Nathan began his career with JPMorgan’s investment banking group in New York and San Francisco where he worked on a variety of mergers & acquisitions and capital raising transactions with software and technology clients. In total, he has advised corporate clients on transactions valued in excess of $12 billion. More recently, Nathan authored a white paper on marketplace lending and advised a leading institutional fund on issues related to marketplace lending and capital formation.
Nathan Barber

Chief Financial Officer


Blaine McLaughlin is Vice President of Business Development for Folio Institutional, a leading custody and portfolio management service provider that delivers innovative investment solutions to financial professionals and institutions, servicing billions of dollars of investor assets nationwide. Under Blaine's leadership, Folio has developed the technology and business processes to streamline the private placements process to provide diversification, transparency and control for investors, intermediaries and issuers alike. Blaine is also developing plans for the infrastructure to support a vibrant secondary marketplace for private securities.
Blaine McLaughlin

Vice President of Business Development

Folio Institutional

Aimee Young is Chief Marking Officer of SoFi, one of the nation’s fastest growing fintech firms. She leads all aspects of SoFi’s marketing as it transforms financial services for early stage professionals. She brings 18 years of marketing and e-commerce experience with P&L responsibility at companies ranging from Fortune 500 firms to start ups. She began her career in global e-commerce at HP, and learned how to break the rules leading marketing for Virgin Atlantic in North America. She has spoken widely on the topic of brand building, customer loyalty, and customer experience design. Aimee is a graduate of the Harvard Business School and Wellesley College.
Aimee Young

Chief Marking Officer


Angus is responsible for developing the overall policy and strategy of the business and ensuring its delivery by the management team. On a day-to-day basis Angus is engaged with borrowers, high value lenders, key partners and the management team. Angus qualified as a Chartered Accountant with Price Waterhouse. He has helped build a number of technology businesses, holding senior directorships in these AIM and TSX listed companies. Angus was CFO of OneClickHR PLC, which was floated in May 2000 and provided human resources software to small and medium sized enterprises – the company was sold to ADP. He was CFO of Synchronica followed by CEO of Synchronica.
Angus Dent

CEO and Co-Founder


Candace is Chief Strategy Officer for Dealstruck (dealstruck.com), an alternative online lending platform that provides loans and lines of credit to small business borrowers. Prior to Dealstruck, Candace was the founder and CEO of two companies: Bad Girl Ventures (bgv.bz) and SoMoLend (somolend.com). Candace co-authored the legislation that became the JOBS Act, then chaired the Crowdfund Intermediary Regulatory Advocates, the industry advocacy group for platforms and broker dealers affected by the JOBS Act. Candace continues to serve as General Counsel for Women Investing in Women and as Advisor to LoanHero.
Candace Klein

Chief Strategy Officer


Daniel is co-founder of Fundrise, the first real estate crowdfunding platform to allow anyone to invest in commercial projects. Founded in DC in 2010, it is the first U.S. company to crowdfund real estate for non-accredited investors. Daniel is on the board of Western Development Corp, which has developed more than 20 million square feet in its 47 year history. He graduated from The Wharton School of University of Pennsylvania as a submatriculant with a dual B.S. and M.B.A.
Dan Miller



Larry holds more than 25 years of experience in developing programs, strategic alliances and sales strategies. As Executive V.P. and Principal at First Associates Loan Servicing, he has been an integral part in the development of new and innovative approaches in the industry. As a result, the company has become the nation’s fastest growing loan servicer with a $7 billion portfolio under management for various asset classes including P2P loans.
Larry Chiavaro

Executive Vice President

First Associates Loan Servicing, LLC

AdaPia is an entrepreneur, investor, and mentor with broad experience across retail banking, financial planning, international finance and capital markets, strategic brand and intellectual property development, crowdfunding and online community building. As Chief Marketing Officer at Patch of Land, she leads strategic partnerships, and drives brand awareness while positioning the company at the forefront of P2P real estate lending and debt crowdfinancing. AdaPia has a BBA from the University of British Columbia.
AdaPia d'Errico

Chief Marketing Officer

Patch of Land

Anthony is a Partner with the law firm of Freeborn & Peters LLP and is an experienced transactional and securities attorney as well as an industry-recognized crowdfunding and JOBS Act expert. Specializing in the areas of securities, commercial finance, real estate and general corporate law, his clients range from entrepreneurs and small, privately held, businesses to multi-million dollar entities. He holds a masters degree in accounting from the State University of New York at Albany, a law degree with a concentration in corporate law from Northwestern University, and an M.B.A. degree with a double major in finance and entrepreneurship from the University of Illinois at Chicago.
Anthony Zeoli


Freeborn & Peters LLP

Jared is an Associate at the Credit Suisse NEXT Fund, a venture capital / growth equity fund focused on identifying growth investment opportunities by leveraging the sourcing channels and domain expertise of the broader Credit Suisse organization. Prior to joining the NEXT Fund, Jared specialized in the Technology, Media & Telecom sectors in the Credit Suisse Equity Capital Markets (ECM) division. In addition to studying at the Cass School of Business in London, Jared Delaney-Smith received his dual B.B.A in Finance, Investments & Banking and Management & Human Resources from the University of Wisconsin-Madison.
Jared Delaney-Smith

Associate, NEXT Fund

Credit Suisse

Jilliene is the CEO and Founder of Realty Mogul. She is responsible for strategic direction, operations and sits on Realty Mogul’s Board of Directors and Investment Committee. Jilliene has underwritten over $5 billion of real estate and was previously a Vice President at Union Bank, where she spent time in Wealth Management, Finance and Risk Management. Jilliene is a Certified Wealth Strategist®, holds Series 7 and Series 63 licenses and has a degree in Business from Georgetown University.
Jilliene Helman

Chief Executive Officer


Sherwood is an award-winning entrepreneur who co-authored the framework that became the legislation that was signed into law by President Obama legalizing debt and equity-based crowdfunding. He is co-author of the World Bank report 'Crowdfunding's Potential for the Developing World' and co-author of 'Crowdfund Investing for Dummies.’ Through his work with the US State Department, the World Bank and the University of California, Berkeley he produces comprehensive crowdfund investing material and advises governments and NGOs globally on building crowdfunding ecosystems.
Sherwood "Woodie" Neiss

Co-Founder & Principal

Crowdfund Capital Advisors

Sandi is currently the Head of Market Development and Operations for the Go to Market Americas team at Thomson Reuters. In this role, she is responsible for enabling Sales by building market development and marketing programs to go after the greatest opportunities for growth and retention in the Americas. Her role includes management of the Americas regional marketing team as well as a seasoned group of professionals with deep domain, proposition and customer workflow knowledge.
Sandi Klose

Head of Market Development and Operations

Thomson Reuters

Andrew is a Partner at the Covington & Burling law firm in Washington, DC. Andrew advises banks, non-bank lenders, credit bureaus, and financial technology providers regarding compliance with consumer financial services laws and rules, including UDAAP and CFPB issues. He also advises on law enforcement, investigations and transactional matters. Andrew is recommended by Best Lawyers in America, Chambers, and Legal 500, and is a fellow of the American College of Consumer Financial Services Lawyers.
Andrew Smith


Covington & Burling

Brian is an experienced financial executive with a career spanning 17 years in fixed-income trading and asset allocation. As a managing director on BlackRock’s fixed income team, he most recently served as head of multi-sector fixed income. In this capacity, he oversaw 40 investors managing more than $300 billion in assets across short duration, financial institutions and multi-sector fixed income portfolios. He worked extensively with pension funds, endowments, insurers and other institutional clients. Mr. Weinstein is an expert in understanding long-term valuation trends across the spectrum of fixed income instruments.
Brian Weinstein


Blue Elephant Capital Management

Tim is responsible for Content Strategy and Innovation. He sits on the management team that runs the content organization of the Finance and Risk business unit, with revenues in excess of $6bn. Tim is also deeply involved in innovation and new business development, structuring novel partnerships that help to identify new markets for primary data and information, including a variety of initiatives to extend the firm's footprint, including Crowd Funding and Peer-to-Peer lending. Prior to Thomson Reuters, Tim worked for 13 years at UBS in a variety of analytical and supervisory positions. Tim has an MBA from Bath University, and is a CFA Charter Holder.
Tim Baker

Head of Content Strategy and Innovation

Thomson Reuters

Luan is a leading speaker and thought leader for the crowdfinance industry. She is the CEO and co-founder of Crowdnetic, a leading provider of technology and data solutions to the global crowdfinance marketplace, and has been prominently featured in the Huffington Post, Entrepreneur, Forbes and VentureBeat. She is also a proud alumna of the elite Springboard Accelerator program comprised of the world’s leading women-led media and technology companies and serves on the advisory board for the American Banker-sponsored Future of Marketplace Lending event.
Luan Cox

Co-Founder & CEO


Stuart is the CEO and founder of the Assetz group of companies incorporating one of the largest private investor customer bases in the UK. He founded the Assetz Capital businesses, including Assetz SME Capital, as a solution to the shortage of capital available to businesses and property developers from the failed banking system and in order to provide enhanced and diversified returns for Assetz group investors who wish to invest in this new asset class. Stuart is a serial entrepreneur and a highly experienced businessman having run his own businesses for 30 years.
Stuart Law

CEO and Founder

Assetz Capital

Brian is the co-founder and CEO of Groundfloor, the first microlending community for real estate. As an Internet ideologue and community organizer at heart, he enjoys attacking entrenched industry incumbents from a position of weakness. Prior to Groundfloor, he led a team within Bandwidth.com through a successful product-market pivot that resulted in the concept, brand and launch of Republic Wireless.
Brian Dally

CEO and Co-Founder


Rodrigo, CEO and founder of Prodigy Network, is helping to revolutionize the commercial real estate industry through crowd-investing. Niño has proven Prodigy Network’s crowdfunding model as an efficient and secure mechanism that enables smaller investors from around the world to invest in specific projects that were solely accessible to the very wealthy before. With this model, Niño has raised more than $300 million from 6,200 investors and is currently developing commercial real estate projects in Bogota and Manhattan with a projected value of more than $850 million.
Rodrigo Niño

CEO and Founder

Prodigy Network

Heather, CFP® is the Co-Founder & Chief Strategy Officer of EarlyShares. As CSO, Heather spearheads strategic initiatives to help EarlyShares disrupt the commercial real estate industry and transform private investing. Heather is a national speaker and thought leader in the private investing and capital raising communities. She is an expert on the JOBS Act and General Solicitation regulations and is an active advocate for private investment “crowdfunding.” Previously, Heather served as Sr. Vice President and Sr. Private Banker at Wells Fargo-The Private Bank, where she managed more than $500M in assets.
Heather Schwarz

Co-Founder & Chief Strategy Officer


Prior to founding SeedInvest, Ryan worked at Carlson Capital, Wellspring Capital Management and Lehman Brothers in NYC where he financed and managed dozens of private and public businesses. Before the JOBS Act passed, he supported The Startup Exemption, the nonprofit responsible for bringing the concept of equity crowdfunding to Washington D.C. Ryan co-founded the CfPA and serves as a Board Member of CFIRA. Whenever given the chance, Ryan enjoys traveling and has been to 77 countries. Ryan received an MBA in Entrepreneurial Management from The Wharton School of the University of Pennsylvania.
Ryan Feit

CEO and Co-founder


Peter's practice focuses on corporate and regulatory representation of financial institutions. He is Practice Group Leader of the Financial Institutions Section and has counseled institutions on more than 150 M&A transactions, as well as provided representation on securities offerings and capital planning. He has devoted substantial time to regulatory, law enforcement and internal investigations of financial institutions.
Peter Weinstock


Hunton & Williams LLP

Gregory is a partner in the Philadelphia office of Pepper Hamilton LLP and a practice leader for hedge funds in the firm’s Funds Services Practice Group. He concentrates his practice in securities law, particularly in representing investment management companies and other clients on matters arising under the Investment Company Act of 1940 and the related Investment Advisers Act of 1940. Mr. Nowak also handles mergers and acquisitions, corporate and regulated investment company tax work and other corporate matters. He also represents broker-dealers and CTAs and CPOs with respect to matters under the Securities Exchange Act of 1934 and the Commodity Exchange Act.
Gregory J. Nowak


Pepper Hamilton LLP

Lauren is the Money editor at Reuters.com, where she is developing personal finance, wealth management and investing coverage for professional and consumer audiences. She previously worked at BusinessWeek from 2003 to 2009, covering all aspects of personal finance. Before joining BusinessWeek in 2003, Young had a similar beat as a senior writer at SmartMoney. She also covered mutual funds and capital markets for Dow Jones News for three years. Young is a honors graduate of Penn State University. She received her masters in journalism from Northwestern University.
Lauren Young

Money Editor

Thomson Reuters

Rob has 27 years of experience in banking, finance, corporate advisory, investment advisory and asset management. The bulk of his banking career was spent at J.P. Morgan where he worked in corporate advisory and took a pioneering role in the development of the credit derivatives market. In 2001 he established a consulting practice to provide a range of risk advisory services. Since 2007 Rob has worked with a high-net-worth advisory group providing investment advisory and asset management services. Robert helped fund and launch a P2P lending platform in 2007 and had been active in that sector ever since. For the last three years Rob has managed a fund that lends via P2P platforms.
Robert Reoch

Global Head of Products and Strategy


Jeffrey has over 20 years of executive management experience in finance, credit, technology, e-commerce, and operations. Jeffrey is the President & CEO of LiftForward, Inc., a marketplace loan platform which provides loans to small businesses and high yielding debt products to institutional and accredited investors. Prior to LiftForward, Jeffrey was President of Behalf, Inc., which is an online micro-lender to small businesses. Jeffrey received his BA from Washington and Lee University, his JD from Washington and Lee University School of Law, and finally, his MBA from the Darden School at the University of Virginia.
Jeffrey Rogers

President & CEO

LiftForward, Inc.

Partel is the CEO and co-founder of Bondora, a leading pan-European marketplace lender trusted by over 10,000 investors from 37 countries. Before co-founding Bondora, Partel was launching and managing various business initiatives for Quelle AG and Halens AB, the largest distance retailers in CEE and the Nordics.
Partel Tomberg

CEO and Co-Founder


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 graduated from Duke University with a degree in economics and 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 Armstrong



James is the CEO and founder of CreditSuppliers, an Atlas44 company, focused on transforming B2B transaction processing in the $1.7 trillion construction industry. Prior to CreditSuppliers, he internally managed a portfolio exceeding $7 billion as the Chief Investment Officer of the Arizona Public Safety Personnel Retirement System. James holds a master’s degree in accounting from Brigham Young University and a law degree with a concentration in intellectual property and corporate law from Arizona State University. James started his professional career with Arthur Anderson’s Enterprise Group and was a law clerk for U.S. Senator, Jon Kyl.
James Nielsen

CEO and Founder


Phin oversees private investments for Thiel Capital, an investment firm founded by Peter Thiel. He previously worked in banking at Morgan Stanley and Lazard Freres, as a journalist at National Post and UPI, and real estate private equity at Tishman Speyer. He has been a Senior Fellow at Wharton Business School, and a Visiting Scholar at Columbia Business School, New York University Department of Economics and Haas Business School at UC Berkeley. Phin earned a B.A. from Harvard University and an M.B.A. and Ph.D. from the Wharton School of the University of Pennsylvania.
Phin Upham


Thiel Capital

Robert is an economic sociologist and the Executive Director of the Cambridge Centre for Alternative Finance, a research group at the University of Cambridge. He is also a Research Fellow and teaches two MBA courses at the Cambridge Judge Business School. Prior to joining Cambridge, Robert had a 30-year career as a financial investor, most recently as a Managing Director of the Anschutz Investment Company. Robert holds an MBA from the University of Chicago, an MSc in Social & Cognitive Anthropology from the London School of Economics, and is currently completing his PhD in Economic Sociology at Cambridge.
Robert Wardrop

Executive Director

Cambridge Centre for Alternative Finance, University of Cambridge



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