November 13 - 15
JW Marriott Los Angeles at L.A. LIVE
Los Angeles, CA
Visit www.cfa.com for more information. 5
THURSDAY, NOVEMBER 14, 2013
Sponsored by Gordon Brothers Group & GB Credit Partners
Check in at the registration area to pick up your name badge – your all-access
pass to Convention sessions & networking events.
Connect with fellow attendees while you fuel up for a day of world-class panel
sessions and presentations.
Find the latest cutting-edge products and services inside the exhibit hall to help
you and your business reach for the stars!
Hear from four of the top players in commercial finance on what their views
are on the current economic, competitive and regulatory environment as they
relate to their business strategies; and what challenges and opportunities they
see for the market going forward.
Moderator:;Barry Bobrow, Wells Fargo Capital Finance
Panelists: John Goldthorpe, JPMorgan Chase
Henry Jordan, Wells Fargo Capital Finance
William Kosis, PNC Business Credit
Jeff McLane, Bank of America Business Capital
Leading players in the global trade finance market assess the most recent developments in trade finance from a variety of perspectives. This panel will also
explore how products and terms are evolving from receivables finance to trade
finance and supply chain finance.
Moderator:;Neal Harm, BB&T
Panelists: Bryan Ballowe, King Trade Capital
Adrian Rigby, HSBC
J. Michael Stanley, Rosenthal & Rosenthal
Andrew Tananbaum, Capital Business Credit
Co-Sponsored by C&R Credit Services, Inc.
Engage with colleagues and make new connections over coffee inside
the Exhibit Hall.
The key players at leading independent factoring and ABL shops discuss the
business environment, areas of concerns and opportunity for independent
Moderator:;David Grende, Siena Lending Group
Panelists: Ivan Baker, United Capital Funding
Jeffrey Goldrich, North Mill Capital LLC
Andre w H. Moser, Salus Capital Partners, LLC
Paul Schuldiner, King Trade Capital
Brian Van Nevel, Spectrum Commercial Services
CFA’s Co-General Counsel provides a comprehensive summary of judicial and
legislative developments affecting the ABL and factoring industries in 2013.
Jonathan Helfat, Otterbourg, Steindler, Houston & Rosen, LLC
Richard Kohn, Goldberg Kohn, Ltd.
By 2025, 75% of the U.S. workforce will be made up of Millennials – people born
between 1980 and 2000. This multigenerational panel will explore the key characteristics of Millennials, what they want in the workplace and how to attract,
motivate and integrate them into your organization in ways that will maximize
their effectiveness and satisfaction.
Moderator:;Cole Harmonson, Far West Capital
Panelists:;Ryan Jaskiewicz, 12Five Capital
Holly Kaczmarczyk, Wells Fargo Capital Finance
Lunch;w/;Speaker;12: 15;p.m.;-;2: 15;p.m.
Sponsored by WeiserMazars, LLP
Peter Sheahan, World-Renowned Speaker on Exploiting Business Trends and
New Market Opportunities.
Panel;Sessions;2: 15;p.m.;-;3: 30;p.m.
In middle-market transactions, borrowers and their advisors often consider
competing proposals from asset-based and cash-flow lenders. The merits of
these competing proposals will vary based on market conditions; but the issues of cost, execution certainty and inter-creditor issues are always front and
center. These panelists will present a case study that brings these and other
issues to light.
Moderator:;Robin Engelson, Managing Partner, Sapphire Financial
Panelists:;Allan Allweiss, Managing Director, LBC Credit Partners
Michel Bayard, Director, Falcon Investments
Michael Scolaro, Managing Director & Sector Head, BMO/Harris
Jason Van Dussen, Golub Capital
This diverse panel of factors from around the world will discuss how to capitalize on profitable and differentiating international opportunities for independent factors. Panelists will explore various issues including how to mitigate the
risk on foreign debtors; how to collect money abroad; the role of international
credit insurance and collection services; and a review of the legal challenges of
Moderator:;Erik Timmermans, Secretary-General, International Factors Group
Panelists:;Matthew Davis, RMP Capital Corp.
Vivian Guo, JRF International Factoring, Ltd.
Peter Mulroy, Factors Chain International
Ian Varley, Bibby Financial Services