Fintech Series: Marketplace Lending
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Fintech Series: Marketplace Lending

 Export to Your Calendar 9/28/2017
When: Thursday, September 28th
From 4:30pm until 7:00pm
Where: Map this event »
Lending Club
595 Market Street
2nd Floor
San Francisco, California  94105
United States
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Online registration is available until: 9/28/2017
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Marketplace Lending

We will convene a panel of industry practitioners to discuss the current state of marketplace lending. We will discuss the inroads that have been made by platforms in the US and what developments have happened and need to continue to happen in order for the marketplace lending space to reach a point of ongoing sustainability. We will also discuss whether the marketplace lending platforms are threats or opportunities for established banks and whether disruption of established players or partnership with established players is more likely to take hold in the medium and long-term future.

Panelists:

Usama Ashraf, Chief Financial Officer, Prosper Marketplace

Mr. Ashraf oversees Prosper Marketplace’s capital markets functions, financial activities, and is responsible for expanding the company’s funding sources by bringing new institutional investors and retail distribution partners onto the Prosper platform. He brings more than 18 years of experience spanning corporate finance and global capital markets, including funding, securitization, financial reporting, planning, investor relations, balance sheet management, strategy, and mergers and acquisitions. Previously, Usama has held senior leadership positions at prominent financial services companies, most recently as Deputy Chief Financial Officer and Treasurer at Annaly Capital Management and Corporate Treasurer at USAA. He received a B.S. in Economics with concentrations in Finance and Accounting from The Wharton School of the University of Pennsylvania.


James Wu,
Founder & CEO, MonJa

Mr. Wu is the CEO and founder of MonJa, a finance technology startup, headquartered in San Francisco, that empowers institutional investors with market insights for marketplace lending. MonJa provides analytic tools to P2P lending investors in the form of portfolio analytics and loan selection. Prior to founding MonJa, he was the Executive Director of Risk Management Analytics at MSCI. James has spent the last decade designing and selling investment tools for institutional investors. He holds a B.S. in Computer Science from Columbia University and an M.B.A. from UC Berkeley.


Peter Renton,
Chairman & Co-Founder, LendIt

Mr. Renton is the Chairman and Co-Founder of the LendIt Conference, the world’s first and largest conference dedicated to the P2P (peer to peer) and online lending industries. He is the Founder of Lend Academy, the leading educational resource for the P2P lending industry and he is a co-founder of NSR Invest, an investment management and analytics business specializing in P2P lending. His blog is the most widely read website about P2P lending and through his writing, interviews and video courses he has helped tens of thousands of people understand this new asset class and is considered the world’s leading expert on P2P lending. Peter is also the author of The Lending Club Story, the definitive guide to the world’s largest P2P lender. Mr. Renton has been interviewed by the Wall Street Journal, NY Times, Bloomberg, Fortune, NPR, CNN, Fox Business News, the Financial Times, TheStreet.com and dozens of finance blogs and smaller publications.

Philip Bartow, Portfolio Manager, RiverNorth

Philip joined RiverNorth in 2015 and serves as Portfolio Manager. Philip manages the firm’s marketplace lending strategies. He came to RiverNorth with 12 years of experience in investment management, capital markets, and investment banking capacities within structured finance, securitized products and real estate. Prior to joining RiverNorth, Philip was a Principal at Spring Hill Capital where he focused on the analysis and trading of structured credit, commercial mortgage and asset-backed fixed income investments. Philip began his career in the Mortgage Department at Lehman Brothers Inc. in New York, where he focused on non-agency residential mortgages and esoteric asset-backed securities. Philip graduated from Williams College with a B.A. in Economics and earned his MBA from Columbia Business School with a concentration in Accounting and Finance.

 

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This event qualifies for 1.5 hours of continuing education credit for CFA Charterholders.

Cancellation Policy: Please contact tracy@cfa-sf.org with at least 24 hours notice to receive a full refund.