SFNet Annual Convention: Agenda
We have a fantastic lineup of thought leaders whose insights will help you see around corners and make the best decisions for your business. From leading private debt and equity players and supply chain experts to M&A advisors, ground-breaking economists and the best minds in the legal community, industry authorities will shed light on the issues affecting your business now and in the future. We'll provide the latest data and forecasts including all new studies dimensioning the secured finance market and examining its inter-relationships. Whether you are an ABL lender, factor, advisor, intermediary or other, there is something for everyone in our Network.
Exhibit Hall & Registration Opens
Women in Secured Finance, Entrepreneurial & YoPro Joint Reception
2:30 p.m. – 4:00 p.m.
Opening Reception at Rockefeller Center
6:30 p.m. - 9:00 p.m.
Join us as we raise a glass to the past 75 years and toast to many more. With champagne, savory and delectable treats, music by Syndee Winters, and an ice sculpture replica of the iconic Prometheus statue on the Rock Center plaza, you will be surrounded by the history of a New York landmark. We invite you to “dress to impress” for this occasion, as we celebrate the future of SFNet and our secured lending community. Opening reception sponsored by ExWorks Capital and RedRidge Diligence Services.
7:00 a.m. - 12:00 p.m.
8:00 a.m. - 9:00 a.m.
Economist Town Hall Session with Dr. Robert Wescott, KeyBridge Research
9:00 a.m. - 10:00 a.m.
Join us for a highly interactive and informative “Town Hall Meeting” with renowned Strategic Advisor and Economist, Dr. Robert Wescott, President of Keybridge Research of Washington, DC. In a lively Q&A format, Dr. Wescott will offer a first look at the new Foundation Secured Finance Industry Outlook Report, which examines economic and financial market developments expected to shape our industry, key business verticals, and emerging risks and opportunities to pay attention to in the coming months.
Coffee Break in Exhibit Hall
10:00 a.m. - 10:30 a.m.
Not for Lawyers Only! Current Legal Developments that Impact Your Business
10:30 a.m. - 11:30 a.m.
Did you know that changes to the US tax code may change the way that you might do a US/Canadian financing? Or any other cross-border transaction? Did you know that the financial covenants in your loan documents will need to change because of the treatment of leases under accounting rules? What about the replacement of LIBOR? These are provisions in your loan documents that need to be addressed now but may lead to a major problem in the near future. What’s the best way to minimize that headache? If you are not familiar with these topics or have heard of them but don’t really have the full scoop, this is your opportunity to have these topics and others clearly laid out for you.
Moderator: Jon Helfat, Partner, Otterbourg P.C.
Panelists: Meredith Coffey, EVP - Research, Load Syndication & Trading Association
Isaac Hirsch, Managing Director, KPMG LLP
Richard Kohn, Principal, Goldberg Kohn Ltd.
What Else Can You Do? Diversify to Grow
10:30 a.m. - 11:30 a.m.
Founders of factoring businesses discuss the ongoing challenge of growth and building value for owners. Is factoring enough? Are there new industries to consider as the economy evolves? Where do you go from here?
Moderator: Tania Daniel, Managing Director, ENGS Commercial Capital
Panelists: Robyn Barrett, Managing Member, FSW Funding
James Baugh, Chief Risk Officer, North Mill Capital LLC - Western Region
Steve McDonald, President, Global Merchant Fund, Corp.
Mark Tiggeloven, Executive Vice President/COO, Advantage Business Capital
12 Trends in Private Equity
11:30 a.m. - 12:30 p.m.
The program will include a presentation of the results of surveys and analysis of the private equity market focusing on trends and developments that will impact the need for capital to fund acquisitions and portfolio businesses. Get the hard data that may provide insights to where the asset-based lender may want to put its capital to work with sponsors as Q4 comes to an end and 2020 begins. The presentation will be followed by a panel of private equity players discussing what their organizations are thinking the next opportunities may be and how they are thinking of investing their capital in today’s challenging environment.
Data Presentation By: Scott Hendon, International Liaison Partner; National Leader of Private Equity; Co-leader of Global Private Equity, BDO
Moderator: Michael Scolaro, Managing Director, ABL Group Head, BMO Harris Bank
Panelists: Dominic LaValle, Managing Director - Global Private Equity Investments, Ardenton
Meahgan O'Grady, Head of Originations, Long Point Capital
Stephen Presser, Partner, Monomoy Capital Partners
Financing the Chapter 11 Debtor: Be Prepared
11:30 a.m. - 12:30 p.m.
With real potential for an economic downturn, the bankruptcies that are pervasive in the retail world may spread to other sectors and lenders need to be prepared. The world of Chapter 11 continues to evolve with some serious new developments in what some companies (and their counsel) are looking for from lenders going into a filing. Be prepared for the issues that the lender will confront when a borrower heads into Chapter 11. When your borrower or customer is on the eve of filing, what are “smart” lenders doing to position themselves to maximize their negotiating position and the recovery? How do you deal with other debt in the capital structure? What strategies are being used most frequently to make the best of a tough situation? Listen to advisors and counsel that are on the front lines of the transactions that are pushing the envelope with developments that you need to know about, so you are prepared to confront the challenges of the Chapter 11 process.
Moderator: Hon. Christopher S. Sontchi, Chief Judge of the United States Bankruptcy Court for the District of Delaware
Panelists: Bob Duffy, Managing Director, Berkeley Research Group, LLC
Rick Edwards, Co-President - Retail Division, Gordon Brothers
Dan Fiorillo, Partner, Otterbourg P.C.
Rich Goldman, Director of Legal Operations, Xtract Research, Debtwire
Lunch and General Session - Speaker on Leadership/Teamwork followed by: Human Capital: People First!
12:30 p.m. - 2:00 p.m.
Of course, you need a great product, a mission, a vision to differentiate your business from the competition not to mention solid technology and systems. But what every business really needs are the people to make it happen. What are the experts saying about developing those members of your team that will drive the business? How do you manage them? How do you train them? How do you motivate them? And how do you engage successfully at all levels in your organization to get to success?
Presentation By: Waldo Waldman, Retired U.S. Lieutenant Colonel, U.S. Air Force
Moderator: Rob Meyers, President, Republic Business Credit
Panelists: Terry Keating, President & CEO, Accord Financial Inc.
Tim Knight, Vice President, ThinkingAhead
Paul Lipinski, Principal, KPMG LLP
Kristina Miller, Senior Credit Officer & Head of Asset Based Lending Credit, Fifth Third Bank
Exhibitor Prize Drawing
2:00 p.m. - 2:30 p.m.
Convention Family Activities
Business Analyst, CBS News
Former Chief Economist, CNBC and Co-Host of Squawk Box
Geopolitical Strategist, Thinker, Futurist
Robert Wescott, Ph.D.
Economist & Professor of Public Policy and Economics, Stony Brook University
Retired U.S. Lieutenant Colonel, U.S. Air Force
SFNet Annual Moderators
Vice Chairman, Republic Business Credit
Christopher S. Sontchi
Chief Judge, United States Bankruptcy Court for the District of Delaware
President & CEO, Siena Lending Group
Partner, Otterbourg P.C.
Managing Director - Head of ABL Origination, TD Bank
Partner, Otterbourg P.C.
Executive Vice President, General Counsel, Bibby Financial Services
ABL Group Head, BMO Harris Bank
Executive Vice President & Division Manager, Rosenthal & Rosenthal, Inc.
Managing Director, Asset-Based Lending, J.P. Morgan Securities LLC
Senior Managing Director, Churchill Asset Management
Managing Director, ANR Partners, LLC
President, Republic Business Credit
Managing Director, ENGS Commercial Capital