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Presents

Funds, Permanent Capital Vehicles and Other Resources for Marketplace Lenders

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Agenda

· Overview of the funding options, including transaction and investor types, available at various stages in the life cycle of a marketplace lender from startup to public company

· Current state of each of those funding markets and how marketplace lenders at various stages of their life cycles are dealing with the current economic environment

· Potential new funding sources, including smaller transactions with accredited investors

· How capital structure can allow a marketplace lender to make more efficient use of capital and get access to longer term funding

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We will offer a 45 min panel with executives from PeerIQ and other speakers from funds, banks, lending platforms and other institutions.

Panel moderator :

George Popescu, Founder and Editor in Chief, Lending Times

Panel members :

Karrie Truglia, Principal, Victory Park Capital

Bruce Bloomingdale, Partner, Cadwalader, Wickersham & Taft LLP

Morgan Edwards, CFO, CommonBond

Ram Ahluwalia, CEO and Founder, PeerIQ

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About the panel :

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About Karrie Truglia and Victory Park Capital:

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Victory Park Capital (VPC) is a privately held registered investment advisor dedicated to alternative investing through the management of its investment vehicles. As specialists in credit and private equity investments, VPC focuses on middle market companies across a diversified range of industries. Whether as a lender or a control investor, VPC seeks to identify opportunities where it believes the potential for reward outweighs the risks entailed. Founded in 2007, VPC is headquartered in Chicago with additional resources in London, Los Angeles and New York. For more information visit:www.victoryparkcapital.com (http://www.victoryparkcapital.com/).

Karrie Truglia, joined VPC in 2015 and is a Principal. She is primarily responsible for sourcing, analyzing, executing and management of direct private debt and equity investments in the specialty finance sector. Ms. Truglia also actively works to further develop VPC’s debt capital markets area focused on strategically portfolio financings.

Previously, Ms. Truglia was a Director in Global Securitized Products at Citigroup focused on asset backed security financing and complex capital markets solutions for global and domestic financial services organizations. She also worked in other management positions at Bear Stearns & Co., Assured Guaranty and BMW Financial Services.

Ms. Truglia received a B.S. in Accounting & Finance with honors and an MBA from Mt. St. Mary’s College.

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About Bruce Bloomingdale and CWT:

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Cadwalader, Wickersham & Taft LLP, founded in downtown New York in 1792, is proud of more than 200 years of service to many of the world's most prestigious financial institutions and corporations. With more than 450 attorneys practicing in New York, London, Charlotte, Washington, Houston, Beijing, Hong Kong and Brussels, we offer clients innovative solutions to legal and financial issues in a wide range of areas. Cadwalader has formed an interdisciplinary Marketplace Lending Practice to advise clients with developing new products and structures, to coordinate complex financings, to devise cross-border structures with issues relating to company formation, fund formation, consumer credit regulations, private and public financings, M&A transactions, investment properties and more. Our highly experienced team is uniquely positioned to advise issuers, underwriters, investment and commercial banks, alternative investment funds, private equity, technology innovators, entrepreneurs, specialty financing companies, SMEs, structured finance participants, asset managers, insurance companies, and other stakeholders. Recognized among the Most Innovative Law Firms by the Financial Times, and two-time winner of Securitization and Structured Finance Deal and Team of the year by IFLR, our team is distinctively qualified to advise on issues related to alternative finance & marketplace lending.

Bruce Bloomingdale is a partner in Cadwalader’s Capital Markets Group. He advises clients in connection with a wide range of finance and capital markets transactions, including securitization, structured finance, asset-based finance, leveraged finance and secured lending transactions.Bruce has extensive knowledge of, and experience with, consumer and corporate debt, including auto loans and leases, credit cards, SME loans, marketplace loans, copyrights, dealer floorplan loans, franchise loans, fleet and equipment leases and trade receivables. Bruce has recently advised clients in fintech, ride sharing, autonomous vehicle and other opportunities arising in connection with technological disruption in the finance and transportation industries.

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About Beth Starr and Common Bond:

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CommonBond is a tech-enabled consumer lender that currently focuses on funding and refinancing student loans. The company combines proprietary technology, sophisticated underwriting, friendly customer service and a commitment to social good to deliver a superior borrowing experience. The company saves its members an average of more than $14,500 over the life of the loan. CommonBond is the first company to bring the "one-for-one" social model to finance: for every loan funded on its platform, CommonBond funds the education of a student in need, through a partnership with Pencils of Promise. For more information, visit http://www.commonbond.co.

Morgan Edwards, Chief Financial Officer at CommonBond, brings more than 25 years of experience across financial services. Prior to CommonBond, Morgan spent seven years as a Managing Director at Macquarie Capital, playing a key role in the firm's rise to becoming a leader in leveraged loan debt underwritings. He served as Head of Leveraged Finance for the Telecom, Media and Technology sectors and was also Head of Middle Market Lending for all sectors, including financial technology. Morgan was responsible for the origination, structuring, underwriting and distribution of deals. Prior to Macquarie, Morgan spent nearly 20 years at Morgan Stanley and other bulge bracket firms in debt capital markets, credit and portfolio management as well as distribution roles. Over the course of his career, Morgan has structured, underwritten or sold hundreds of transactions totaling more than $50 billion. Morgan earned a B.A. in Economics from Brigham Young University and an MBA from BYU's Marriott School of Business. He was a former board member of the Loan Syndications and Trading Association and presently sits on the National Advisory Council for BYU's Marriott School.

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About Ram Ahluwalia and PeerIQ:

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PeerIQ offers provides real-time visibility to your loan portfolio, purchases, performance and returns. Monitor entire portfolios, drill down to specific investment vehicles, and define both internal and publicly available loan pools for further analysis.
Summary dashboard to surface metrics most important to you, with linked drill-downs for loan-level diligenceCustomizable data views and table builders to segment loan pools by strats and key metricsDefine and select benchmarks for performance tracking and return attributionApply filters to quickly segment analysis pool (e.g. select Madden implicated loans)Instantly chart key metrics over time for dynamic trend analyses

Ram Ahluwalia, CEO, has over 15 years experience across the consumer banking and buy-side sectors. Prior to founding PeerIQ, 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 and member of the Cards & Deposits executive management team responsible for investment decisioning a $120 Bn credit portfolio. Prior to this role, Ram was a Vice President at the Merrill Lynch Global Bank Group.
As a management consultant at Inductis, Ram advised Fortune 50 financial firms on statistical decision-making frameworks for acquisition and risk modeling. Ram received a B.A. in Economics-Philosophy from Columbia University and is a CFA charterholder.

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About George Popescu and Lending Times:

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Lending Times, http://www.lending-times.com , covers the peer-to-peer (p2p), marketplace and in general the alternative lending market. We provide a daily news digest and, a few times a week, an analysis piece usually about an aspect of this industry. Analysis topics include interesting business models, crowdlending and crowdfunding real-estate, unique originators, potential sources of venture capital and securitization and service providers to the space. We cover companies like Lending Club, Prosper, Avant, SoFi, Funding Circle, OnDeck, Zopa and more.

George A. Popescu is the Chairman of the Board of Advisors for Gatecoin, a blockchain asset exchange; Founder, CEO, and Editor in Chief of Lending Times, a media and affiliate marketing company in the peer-to-peer, marketplace and alternative lending space and partner of LunaCap Ventures, a venture debt fund.
George sold and exited his most successful company, Boston Technologies (BT) group, in 2014. BT was a technology, market maker, high-frequency trading and inter-broker broker-dealer in the FX Spot, precious metals, and CFDs space company. BT was #1 fastest growing company in Boston in 2011 and in Inc 500/5000 for 4 years in a row.
Over the last 10 years, George founded 10 companies in online lending, craft beer brewery, exotic sports car rental space, hedge funds, peer-reviewed scientific journal, etc. He advised 30+ early stage start-ups in different fields and was a mentor at MIT’s Venture Mentoring Services and Techstars Fintech in NY.He holds 3 Master's degrees, the last one from MIT in 3D printing.

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George Popescu

Online Finance - Decentralized Finance

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