SFNet's Independent Finance Roundtable 2024

April 17 to 19, 2024

Cambria Hotel Downtown
Nashville, TN

SFNet's Independent Finance Roundtable 2024 logo

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Our Independent Finance Roundtable brings together senior-level executives from non-bank, independent SFNet member companies. Immerse yourself in a transformative environment where industry titans converge to uncover key insights that could shape the future of your business.

Our carefully curated agenda promises a deep dive into pivotal industry topics, ensuring you stay ahead of the curve. Gain a comprehensive understanding of California's small business fee regulations, explore the dynamic intersection of technology, AI and business development, and unlock economic insights that span geographic, geopolitical and industry landscapes.

Discover what leading entrepreneurial lenders are implementing to stay on the cutting edge and engage in practical discussions that spotlight the benefits of collaboration. From best practices to navigating the risks of multiple funding sources, join us for invaluable insights that will empower your financial endeavors.

See who is coming to IFR



Wednesday, April 17

3:00 p.m. - 7:00 p.m.

5:30 p.m. - 7:00 p.m.
Opening Reception

7:30 p.m.
Group Dinners (optional)

Thursday, April 18

7:45 a.m. - 4:30 p.m.

8:30 a.m. - 9:30 a.m.
Breakfast and Networking

9:30 a.m. - 10:30 a.m.
The New World of Regulatory Compliance
New disclosure and “junk fee” legislation are in effect in California and New York, and more states are considering similar laws. Hear some practical tips on operating effectively without significant changes to your business. Get updates from an experienced lawyer who advises companies on how to comply, and an operator navigating this new world daily. This will be an interactive session, so bring your questions and best practices.

Panelists: Raphael Torres, Executive Vice President, Access Capital
Laurie A. Montplaisir, Partner, Krieg DeVault LLP
Robyn Barrett, SVP, Managing Director, Oxford Commercial Finance

10:30 a.m. - 11:30 a.m.
AI in Independent Finance: Unveiling Opportunities and Overcoming Challenges
In this workshop, we will delve into the practical applications of AI and technology within the realm of independent finance. From streamlining operations to enhancing decision-making processes, we will explore real-world examples of how AI is reshaping the landscape. Our discussion will address pertinent questions: How do independent finance companies access and leverage AI resources? What are the legal and ethical considerations surrounding AI implementation, particularly in data management and compliance? Join us as we dissect the policies, procedures, and strategic frameworks guiding the integration of AI technologies, offering actionable insights for navigating this evolving terrain effectively.

Facilitated by Ian Fredericks, President & COO, Hilco Consumer-Retail

11:30 a.m. - 11:45 a.m.
Coffee Break

11:45 a.m. - 12:30 p.m.
Junior Debt Solutions and M&A for Commercial Finance Companies
While the M&A market for finance companies has been slower than usual given high interest rates and economic uncertainty, institutional investors remain interested in deploying their significant dry powder into subordinated debt transactions for ABL and factoring companies. In this session, we will hear about the current market for these transactions from both a recent issuer and an active investor. In addition, we’ll touch on the overall market trends for capital and M&A in commercial finance.

Facilitator: Tim Stute, Managing Director & Head of Specialty Finance, Hovde Group, LLC
Panelists: Meredith Carter, President and CEO, Edge Capital
Vince Mancuso, Managing Director, Haversine Funding LLC

12:30 p.m.- 1:45 p.m.

1:45 p.m. - 2:45 p.m.
Working Together: How Non-Bank Financing Providers Can Capitalize on Credit Retrenchment from Banks to Provide a Complete Funding Solution
A discussion among product specialists within the commercial finance industry detailing how collaboration among funding sources can not only provide borrowers a best-in-class, turnkey funding solution; but also help reduce overall risk to the lenders. This session will involve both a panel and roundtable format to further discuss the benefits, challenges, and mechanics involved within a collaborative effort among multiple funding sources. 

Facilitated by Bryan Ballowe, Managing Partner, TradeCap Partners
Panelists: Gen Merritt-Parikh, President, Haversine Funding
Renate LaCroix, President and Counsel, Utica Leaseco, LLC
Cesar Silva, Vice President of Business Development, Iron Horse Credit LLC

2:45 p.m. - 3:15 p.m.
Coffee Break

3:15 p.m. - 4:00 p.m.
Collaboration Roundtables
Building on our “Working Together” panel, this interactive discussion will open the floor to your thoughts about optimizing lending outcomes by fostering successful partnerships. We’ll tackle issues such as potential hesitations with third-party funding, navigating the challenges of multiple funding sources, and maximizing benefits for borrowers and lenders alike through collaborative financing.

Facilitated by Bryan Ballowe, Managing Partner, TradeCap Partners
Panelists: Gen Merritt-Parikh, President, Haversine Funding
Renate LaCroix, President and Counsel, Utica Leaseco, LLC
Cesar Silva, Vice President of Business Development, Iron Horse Credit LLC

5:00 p.m. - 8:00 p.m.
Wells Fargo Dinner
Drinks start at 5:00 p.m.; Dinner starts at 5:45 p.m.
1210 McGavock St.
Nashville, TN 37203

Friday, April 19

9:30 a.m. - 10:00 a.m.

10:00 a.m. - 11:00 a.m.
Debt Advisory/What Are Banks Doing?
Mark Seigel from Crown Partners will speak to the state of the markets, what he finds important when showing an opportunity to a lender, and key information when advising a client on what term sheet to take.

Speaker: Mark Seigel, Co-Founder and Managing Partner, Crown Partners LP

11:00 a.m. - 11:30 a.m.
Coffee Break

11:30 a.m. - 12:30 p.m.
Economic session
We will delve into a multifaceted analysis that spans geographic, geopolitical, and industry perspectives, providing attendees with a nuanced understanding of key economic trends, challenges, and opportunities shaping local, regional, and global economies.

Speaker: Michael Davis, PhD, Economics, Southern Methodist University, Cox School of Business

12:30 p.m.
Grab and Go Lunch

*Agenda subject to change.

Thank you to our conference sponsor

Capital Foundry Funding logo


If you are a senior-level executive at an SFNet member finance or factoring company, we invite you to register for IFR by clicking the Register button below.

Cancellation policy
All cancellation requests must be made in writing. A refund will be granted when the request is received four weeks prior to the conference, minus a 10% processing fee. Email refund requests to Betty at BLam@sfnet.com.

Member Price: $1,045


Contact Information

Contact: Jeff Walsh

Email: jwalsh@sfnet.com

Upcoming Professional Development Courses

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