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AltFi Australasia Summit 2017
     HIGHLIGHTS    |   SPEAKERS    |   SCHEDULE    |   SPONSORS    |   VENUE   
 

ALTFI AUSTRALASIA  SUMMIT 2017 

DISRUPTING THE LENDING ECOSYSTEM

MONDAY 27TH FEBRUARY 2017 | DOLTONE HOUSE (JONES BAY WHARF), SYDNEY

HEADLINE SPONSOR: 

 

Speakers

Shayne Elliott

Shayne Elliott
ANZ

Rob Young

Rob Young
OnDeck

Dr John Hewson

Dr John Hewson
ANU

Ron Suber

Ron Suber
Prosper Marketplace

Shayne Elliott

CEO

ANZ

Shayne Elliott is Chief Executive Oficer of Australia and New Zealand Banking Group Limited (ANZ).
Mr Elliott joined ANZ as CEO Institutional in June 2009 and in 2012 was appointed Chief Financial Oficer. In this role he was responsible for all aspects of Finance as well as Group Strategy, Legal, Treasury, Investor Relations and Mergers and Acquisitions.
Mr Elliott has more than 30 years’ experience in international banking including in Australia, New Zealand, USA, UK, Asia Pacific and the Middle East.
Prior to ANZ, Mr Elliott held senior executive roles at EFG Hermes primarily as Chief Operating O cer covering Technology, Risk, Marketing, Operations and HR.
Mr Elliott was previously with Citigroup for 20 years where he held various senior positions across geographies and business sectors including CEO Global Transaction Services Asia Pacific, Country Head Australia/New Zealand and Country Head Egypt.
Shayne holds a Bachelor of Commerce, Management Studies and Finance from the University of Auckland, New Zealand.

LinkedIn

Rob Young

Senior Vice President International

OnDeck

Rob Young is the Senior Vice President of International at OnDeck where he oversees all aspects of the company’s expansion to markets outside of the United States, including Canada and Australia. Prior to joining OnDeck, Rob was VP of Corporate Development & New Ventures at Wonga.com, a pioneer online consumer lender based in the UK, where he helped to scale the company to over $300M in annual revenues across a number of international markets. With an extensive background in technology and finance, Rob’s previous roles include leading the European operations of Orix Ventures, a venture finance and lending subsidiary of ORIX Corp (NYSE: IX), and serving as Chief Financial Officer at Balderton Capital, one of Europe’s most renowned early-stage technology venture capital firms. Rob holds a Bachelor in Business Administration and a Masters in Computer Science from the Queen’s University of Belfast.

LinkedIn

Dr John Hewson

Professor Crawford School of Public Policy

ANU

Dr John Hewson is one of Australia's most experienced economists, financial experts and company directors. He is also a former politician and was Leader of the Liberal Party and Leader of the Opposition from 1990 to 1994.

Since leaving politics Dr Hewson has forged a very successful career in investment banking and at the elite levels of business.

Dr Hewson is a member of the Advisory Council for ABN AMRO Australia and Chairman of The John Hewson Group Pty Limited, Global Renewables Limited, Universal Bus Company Pty Ltd (UBC), Strategic Capital Management Limited and Belle Property Pty Ltd. He is also a director of Macquarie Graduate School of Management and other public and private companies.

With this background, John Hewson offers audiences around the world a unique view of politics, economics and business.

Ron Suber

President

Prosper Marketplace

As President of Prosper Marketplace, Ron is responsible for developing and executing the business development strategy to attract borrowers to the site, as well as ensure a balance between institutional and retail investors on the Prosper platform. He brings more than 20 years experience in sales, marketing and business development across the hedge fund, broker dealer and registered investment advisor industries.

Before joining Prosper, Ron was Managing Director at Wells Fargo Securities.

Prior to Wells Fargo, Ron served as the Head of Global Sales and Marketing and Senior Partner for Merlin Securities. Ron also served as President of Spectrum Global Fund Administration, and spent 14 years at Bear Stearns where he served as Senior Managing Director and Manager of Global Clearing Sales.

Ron earned a B.A. in Economics from the University of California, Berkeley

LinkedIn
Twitter

Daniel Foggo

Daniel Foggo
RateSetter Australia

John Price

John Price
ASIC

Neil Roberts

Neil Roberts
Harmoney

Paul Clitheroe

Paul Clitheroe
Australian Government of Financial Literacy Board

Daniel Foggo

CEO

RateSetter Australia

Daniel established RateSetter in Australia in 2012 and led RateSetter's engagement with ASIC to make P2P lending available to retail investors in Australia.

Daniel has overseen the rapid expansion of RateSetter in Australia, including the introduction of Carsales as a key shareholder, opening up the opportunity for P2P lending to play a meaningful role in the automotive finance market.

Prior to leading RateSetter in Australia, Daniel was a director of the investment banking division of Barclays Capital and advised on mergers and acquisitions at NM Rothschild in Europe.

LinkedIn

John Price

Commissioner

ASIC

John Price commenced as an ASIC Commissioner on 21 March 2012.

He has over 15 years regulatory experience in a variety of regulatory roles at ASIC relating to policy making, fundraising, mergers and acquisitions, financial services and products, licensing, insolvency and financial reporting and audit.

John was previously a member of CAMAC, an advisory body to Government on corporate and markets issues and also the Financial Reporting Council, a body providing broad oversight of various accounting and audit-related issues in Australia.

John is a current member of the Council of Financial Regulators, the coordinating body for Australia's main financial regulatory agencies.

Prior to joining ASIC, John worked in the Gold Coast and Brisbane offices of Corrs Chambers Westgarth, a national law firm.

Neil Roberts

Founder and Joint CEO

Harmoney

Neil Roberts is the Founder and Joint CEO of Harmoney, Australasia’s largest peer-to-peer (P2P) lending platform and the first company to receive a P2P lending licence in New Zealand. In only two years Harmoney has facilitated $300 million in lending via its marketplace. Educated in Wales, Neil is a financial services business leader with an impressive record of growing businesses.

He launched Pacific Retail Finance Direct in 2001, achieving $100 million in profit over five years. Ultimately heading the business as GM, Neil was responsible for over 400 staff and a balance sheet of $750m in assets. He then joined financial solutions business FlexiGroup, as Head of Sales and Business Development. In the role he led a team of more than 80 with $30m profit and $200 million sales responsibility, driving development and delivering double digit revenue growth.

Neil has a passion for digital disruption and the use of tech to drive frictionless customer experience. In creating Harmoney, he brought back together a core team of people that had been led by him before. He is regarded as an industry leader for peer-to-peer in Australasia.

 

Paul Clitheroe

Chairman

Australian Government of Financial Literacy Board

Paul, a CERTIFIED FINANCIAL PLANNER professional and senior fellow of FINSIA, did his BA at the University of NSW in the mid-1970s and started as an investment researcher in 1980. In 1983, along with three partners, Paul founded ipac securities in a one-room serviced office with a capital contribution of $20,000. Today ipac manages over $12 billion of funds on behalf of investors. While Paul and his partners sold the business in 2002 to AXA Australia, which in turn was merged with AMP, he remains an ipac director.

Paul hosted Channel 9’s top rating ‘Money’ program from 1993 to 2002 and still appears regularly on Channel 9 providing personal finance commentary. His ‘Talking Money’ tips run daily on over 30 radio stations nationwide, and he is chairman of, and chief commentator for, Money magazine. His books, all 21 of them including various editions, have sold over 750,000 copies, a rare achievement for an Australian non-fiction author.

Paul was appointed vice president of the Financial Planning Association in 1992, and its president in 1993. In 2003 the federal government appointed him chairman of the Consumer and Financial Literacy Taskforce, which in 2008 evolved into the Australian Government Financial Literacy Board, of which Paul remains chairman. Its straightforward brief, about which Paul is passionate, is to improve the financial skills of Australians.

Paul is chairman of RADD (Recording Artists, Actors and Athletes Against Drink Driving), a council member of Philanthropy Australia and a member of the Advisory Board for the Sydney University Medical Faculty.

LinkedIn

Paul Allen

Paul Allen
Bloomberg

Chami Akmeemana

Chami Akmeemana
ConsenSys

Ian Pollari

Ian Pollari
KPMG Australia

Ben Styles

Ben Styles
Xero

Paul Allen

Australia Correspondent

Bloomberg

Twitter

Chami Akmeemana

Director

ConsenSys

Entrepreneur to Intrapreneur - Chami is an Executive Director at ConsenSys Inc. Chami is also the former advisor to the regulator, Ontario Securities Commission (OSC) on the newly formed fintech hub.

His background includes big data, engineering, law enforcement, and entrepreneurship with successful exits.

He is the former Managing Director for Global Markets at the Global Risk Institute, a Mark Carney initiative, and also sits on several boards of start-ups in the AI and VR/AR space. Chami is a former semi-professional rugby player and volunteers with a number of youth charities in Australia, Canada, and Sri Lanka.

LinkedIn
Twitter

Ian Pollari

Partner

KPMG Australia

Ian Pollari is a partner at KPMG and the Global Co-Lead for KPMG’s Fintech practice.  He is also the Head of KPMG’s Banking Sector in Australia and on the Board of Stone & Chalk.  Ian has over 17 years' experience servicing clients in the banking and finance industry and brings knowledge and insights into the experiences of local and international banks, payment providers and fintech companies in areas such as strategy development, market entry and digital innovation and operating models.  He has also advised Government and regulatory agencies in relation to fintech and digital developments.

LinkedIn
Twitter

Ben Styles

Head of Financial Services

Xero

Ben leads a team at Xero that has established new digital customer experiences by working with the financial services industry on customer controlled two-way data share. In the process Xero has established new commercial standards for the industry globally.

Driven by a relentless desire to make new ideas a commercial reality, Ben has held leadership roles in both Digital Innovation and in Retail and Small Business Customer Strategy across Wholesale Banking, Business Banking, and Retail financial services.

LinkedIn
Twitter

Amy Ciolek

Amy Ciolek
Ashurst

Ritchie Cotton

Ritchie Cotton
Valiant

David Goldin

David Goldin
Capify

Jon Barlow

Jon Barlow
Edgemont Investments

Amy Ciolek

Senior Associate

Ashurst

Amy Ciolek is a Senior Associate in Financial Services Regulation and Compliance law, with clients ranging from major banks, foreign financial service businesses, and fintech. Amy assists financial services clients with local and cross border privacy legislation, AML CTF, regulatory aspects of digital transformation and product design, and traditional legal compliance.  Prior to joining private practise, Amy had extensive experience in tech innovation across large organisations.

LinkedIn

Ritchie Cotton

Co-Founder & Head of Platform

Valiant

Ritchie Cotton is Co-Founder and Head of Platform at early stage fintech company Valiant Finance, an online business loan marketplace that connects small businesses to their best funding options from over 40 different lenders.

Prior to dedicating himself full time to Valiant, Ritchie was a hobby developer that spent time as an Investment Banking Analyst with Credit Suisse in the Technology, Media & Telecommunications team.

Valiant Finance matches small businesses with the best business loan for their needs by vetting bank and alternative online lenders through its broking platform. The platform enables SMEs to easily compare business loan rates, terms and fees with the support of credit specialists, ensuring better access to working capital for a market segment under-served by the big banks.

LinkedIn

David Goldin

Founder, President & Chief Executive Officer

Capify

David is a proven entrepreneur and a “founding father” of the alternative financing industry to SMEs which he was one of the original entrants by starting AmeriMerchant in the United States in 2002 (which was later rebranded to Capify). David created a network of alternative finance companies that were among the first in their industry to operate in their respective countries (United States, United Kingdom, and Australia). 
At the beginning of 2017, Capify successfully exited its United States business to a competitor in order to focus on its Australia and UK businesses.   Founded in 2008, Capify Australia was one of the first alternative SME lenders in Australia.

David is a global small business alternative lending industry expert with over 15 years experience who has been featured in numerous media outlets including Bloomberg TV, Sydney Morning Herald, The Australian Financial Review, MSNBC, Fox Business,  the New York Times, Wall Street Journal, and Business Week, amongst others.

David is also one of the primary founders and was the former President of the Small Business Finance Association (SBFA), formerly known as the North American Merchant Advance Association (NAMAA), a non-profit trade association for the US-based business alternative financing industry.

Prior to founding Capify, David was a co-founder of an Internet development company in the mid-90s, that he successfully built from 3 to 50 employees and which he sold to a multi-billion dollar publicly traded telecommunications company.

LinkedIn

Jon Barlow

CEO

Edgemont Investments

Jon Barlow is the founder and former CEO of Eaglewood Capital Management, a leading asset management firm that specializes in online and marketplace lending investment strategies. In 2014 Mr. Barlow led the sale of Eaglewood Capital to an affiliate of Marshall Wace LLP (MW Eaglewood), a London based alternative asset manager. He served as MW Eaglewood’s global CEO, overseeing its New York and London business units, and as a member of its board of directors until his departure in 2015. During his tenure at Eaglewood, Mr. Barlow assisted with the successful initial public offering of P2P Global Investments (ticker “P2P”), the world’s first publicly traded peer-to-peer debt investment vehicle, on the London Stock Exchange. He also accepted several industry awards on the firm’s behalf, including the “Lendit Innovator of the Year Award” for completing the first ever securitization of peer-to-peer loans. Mr. Barlow has been regularly quoted in several leading publications, including the Wall Street Journal, the New York Times, and the Financial Times. Prior to founding Eaglewood Capital, Mr. Barlow worked for Weiss Multi-Strategy Advisers, a New York-based asset manager, and Lehman Brothers, where he worked as a Portfolio Manager and Vice President within proprietary trading. He started his career in Equity Research at J.P. Morgan. Mr. Barlow graduated with a B.S. in Accounting, cum laude, from Brigham Young University and is a CFA charter holder. He lives with his wife and four children in Westchester County, New York, where he is actively involved in various non-profit organizations.

LinkedIn

Greg Symons

Greg Symons
SocietyOne

Anthony Millet

Anthony Millet
BrickX

Rebecca Licciardi

Rebecca Licciardi
NAB

Leo Tyndall

Leo Tyndall
Marketlend

Greg Symons

Co-Founder and COO

SocietyOne

Greg Symons is the co-founder of SocietyOne and founder of ClearmatchTM. A driven lifetime entrepreneur, Greg has been highly focused in business start-ups in the financial technology space. Greg’s specialty is in developing web-based, industrial grade financial banking and origination systems. With ClearmatchTM, he continues to pioneer disruptive and globally relevant P2P investment and lending platform models for both consumers and institutions. Prior to moving to Sydney and then co-founding SocietyOne in 2011, Greg was based in New Zealand where he and his technology team developed the first online retail lending system in the country in 2000. Greg continued to evolve the platform into a comprehensive banking solution when it was licensed to a number of banks and finance companies in South Africa, The Netherlands, New Zealand and Australia. ClearmatchTM is now a unique SAAS-based direct investment/borrow market ecosystem solution that powers SocietyOne and other finance market companies. Greg is married to Claire and has three children.

 

LinkedIn
Twitter

Anthony Millet

CEO

BrickX

With a passion for property and technology, Anthony’s mission is to make property ownership and investing affordable and accessible to all Australians.

Originally from the UK (where property also suffers from similar affordability and accessibility issues), Anthony brings a wealth of innovative and professional experience in eCommerce, technology and the banking industries to successfully lead the BRICKX team.

Prior to joining BRICKX, Anthony was responsible for building one of Europe’s largest e-Commerce businesses in the Sports and Outdoors sector. Before this, Anthony was an Associate Director at UBS Investment Bank, London, working within the Listed Investment Funds team and also within Corporate Finance specializing in the Technology sector.

LinkedIn
Twitter

Rebecca Licciardi

Head of Product, Small Business Lending

NAB

Rebecca Licciardi is the Head of Product, Small Business Lending at NAB and is the product owner of the recently launched ‘NAB QuickBiz Loan’, a fully digitised online business loan application, the first of its kind in the market by a major Australian bank.
Rebecca has more than 20 years’ experience in the finance industry across three major banks in roles largely associated with the SME segment, including frontline distribution and credit risk.  In January 2015 she returned to NAB following a brief stint with a global software and data company, which provided an opportunity to apply her vast knowledge of small business customers to deliver innovative business lending solutions.
Rebecca holds a Bachelor of Business, Banking & Finance from Monash University and will be commencing a Senior Executive MBA with Melbourne Business School in May this year.

LinkedIn

Leo Tyndall

CEO and Founder

Marketlend

Initially Leo worked as a lawyer focusing on securitisation and securities law in Baker McKenzie Aoki in Japan in 1998, and a foreign bank in Tokyo.

In 2001 he worked for Rams Home Loans as a securitization manager, then National Australia Bank. He was jointly responsible for RMBS origination; he has originated and arranged approximately A$11B of transactions and close A$5B of conduit funding transactions,
In 2006, as Head of Securitization for UniCredit Bank AG, he completed 3 RMBS transactions in Australia.
In 2009, as Head of Capital Markets Asia, he managed a group in Japan, Hong Kong and Australia involved in project finance, equity, covered bonds and securitization transactions. His landmark deal for 2011 was the Prada IPO where UniCredit was the joint lead arranger and book runner.
After returning to Australia in January 2012, Leo established Tyndall Capital, and was mandated by a number of public companies to establish funding solutions in the capital markets. In December 2014, he launched Marketlend, a marketplace (P2P) lender with a focus on offering trade credit, invoice financing and inventory financing.
As of 12 January 2017, Marketlend has approx. 1228 investors, and has settled 283 large trade credit funding solutions. Marketlend secured insurance protection for majority of its offerings. Marketlend also has a loss provision fund, and its own loss investment of at least 1% in each exposure to further support its products. 
Leo Tyndall has a LLB(Hons) from Bond University, and Diploma of Finance. He is also a practicing barrister and nationally accredited mediator.

LinkedIn

Jack Quigley

Jack Quigley
CrowdfundUP

James Cameron

James Cameron
Airtree Ventures

James Eyers

James Eyers
The Australian Financial Review

Graham Tuckwell

Graham Tuckwell
ETF Securities

Jack Quigley

Founder and Managing Director

CrowdfundUP

Jack Quigley is the Founder and Managing Director of Australia’s leading Real Estate Alternative finance platform, CrowdfundUP.   CrowdfundUP provides Alternative debt and equity financing solutions for commercial real estate projects.   Over the past 12 months, CrowdfundUP has seen a dramatic rise in the number of bridging loans being facilitated on its platform as traditional banks have pulled back on their lending criteria. 

Jack has played an influential role in shaping the Australian crowdfunding and alternative finance industry and regulatory requirements and has been at the forefront of discussions with the Australian Government championing the benefits of innovation in the Australian economy. 
 
Jack has become a leader in the Alternative finance industry, regularly speaking at events and conferences across the country, representing the industry as a Director of the Australian FinTech Association and educating people on the future of disruptive and innovative technology.

LinkedIn

James Cameron

Partner

Airtree Ventures

James is a partner at Airtree Ventures and loves working with ambitious founders building great businesses in enterprise software, security, fintech and consumer internet.  He currently leads Airtree’s investments in 90Seconds and Paxata.  

James hails from Canberra, but has spent the last decade living and working in Europe, Silicon Valley and China.  Prior to Airtree, he was Vice President at Accel in London, where he worked with companies like Weaveworks, Simplivity (acquired by HP), Semmle, E8 Storage and Skipjaq.  Before Accel, he was based in Silicon Valley where he founded and ran BipSync, a SaaS-based research platform for investment management.  James has also spent time in the tech banking team at Morgan Stanley.  James has an MBA from Stanford and a B.Sc. & LLB from UNSW.

LinkedIn

James Eyers

Senior Report

The Australian Financial Review

James Eyers writes on Banking & Finance specialising in Financial Services, Investment Banking, Opinion. Based in our Sydney newsroom, James is a former Legal Affairs and Capital editor for the Financial Review.

LinkedIn
Twitter

Graham Tuckwell

Founder

ETF Securities

Graham was an early pioneer in FinTech when in 2003 he invented the concept of Exchange Traded Commodities which today have more than $100bn in assets globally.  The first product he launched was GOLD, listed on the Australian Stock Exchange and he soon expanded the concept to the world’s major exchanges.  In the process he founded ETF Securities Ltd, of which he remains CEO and Chairman.  The company is acknowledged as the leader in Europe in ETCs with over $20bn in assets.  Prior to that founded a corporate advisory firm specialising in resources and before that he worked in investment banking and as an economist.  He holds a Bachelor of Economics (Honours) and a Bachelor of Laws from ANU.  

 

LinkedIn

Richard Williamson

Richard Williamson
CreditEase

Boyd Pederson

Boyd Pederson
Bigstone

Alex Benjamin

Alex Benjamin
Lendful

Loretta Joseph

Loretta Joseph
Sydney Stock Exchange

Richard Williamson

Co-Head Corporate Strategy

CreditEase

Richard commenced his career with one of Australia’s leading asset managers, and has over 25 years experience in advisory and operational roles (including operating roles in asset management, banking, insurance and financial services distribution/brokerage).
Within the asset management industry Richard has held roles in distribution, fund manager selection, product management, product development, platform development and corporate finance.
Richard moved to Asia in 2002 with the Commonwealth Bank of Australia (‘CBA’), and subsequently held country and regional operational, strategy and corporate finance roles with CBA, as financial services executive-in-residence at Baring Private Equity Asia, and as regional financial services lead advisory head and Partner at EY. 
Richard has a B.A (University of Melbourne) and M.Bus (Mktg) (Monash Business School), and has been based in London, Melbourne, Sydney, Shanghai, Tokyo and Beijing.

LinkedIn

Boyd Pederson

CEO & Founder

Bigstone

Ex BCG partner, Multiple experiences in financial industry start-ups in insurance, asset management and lending. Over 20 years of international experience developing profitable growth strategies, driving operational performance improvement, leading post-merger integrations, and building new capabilities and ventures for Fortune 500 companies within information intensive services sectors (Banking, Insurance, Wealth, Payments & Health Care)

Bigstone has set out to solve two big financial problems:  The two big stones:
— rising compliance, capital, & service costs, have seen the working capital gap for SMEs to grow to >$1.2T USD.  Without RE collateral, SMEs cannot access funds between 7 - 22%
— Markets are desperately seeking yield, bidding up the price of RE, dividend stocks, & driving down bond yield.  Most of us are exposed to capital risk we don't understand and without a return of >6% we can't ensure our funds last as long as we do.

LinkedIn
Twitter

Alex Benjamin

Co-Founder and CEO

Lendful

Alex Benjamin is the co-founder and CEO of Lendful, one of Canada's fastest-growing fintech companies that aims to create the best online-lending experience for Canadian borrowers.
 
With VC backing and sponsorship through Canada's Entrepreneur Visa Program, Alex co-founded Lendful in 2015. Since then, he has successfully led two equity rounds, signed a $15M partnership with Alterna Bank of Ontario, and welcomed to the team former Thinking Capital executives Mitch Salis (COO) and Pat Forgione (CTO).
 
Prior to starting Lendful, Alex spent 12 years in the financial services sector in Australia, including nine years with Macquarie Bank in Melbourne and Sydney. 
 
He is passionate about generating better outcomes for customers and has a strong interest in fintech, business strategy, social impact, travel, swimming and coffee.
 
Connect with Alex on linked-in or on email alex@lendful.ca.

LinkedIn
Twitter

Loretta Joseph

Director of Market Development

Sydney Stock Exchange

Loretta is a highly dynamic, skilled banking, financial and consulting professional with over 25 years in financial markets and related sectors. She has a worked for major investment banks at Board, MD or senior management level throughout Asia and India including, RBS (India), Macquarie Group (India), Deutsche Bank, Credit Suisse and  Elara Capital (India), Spanning a long career, Loretta has tremendous exposure to global financial markets, multiple asset classes and emerging market environments. Loretta has advised many international banks, global hedge and pension funds on managing portfolio and exposure to derivatives and related products. For the last decade, she has been paramount in successful transaction facilitation for Foreign Investors in India and other emerging markets. She has operated in many multi-cultural organisations. Loretta sits on the advisory board of UWS (Business School), Blume Ventures (India). She is also an adjunct fellow at UWS (Australia). She currently is  Director of market development at SSX , Chairs the advisory board of  ADDCA (Australian Digital Currency and Commerce Association), Director of Blackcitrus  and holds various advisory positions in India and Australia. She was the recent recipient of the Fintech Australia “Female leader of 2016” and Sancta Sophia College (Within Sydney University) Alumni Award 2016 for Social impact.

 


Jens Woloszczak

Jens Woloszczak
Spotcap

David Brennan

David Brennan
Kikka

Aris Allegos

Aris Allegos
Moula

Stephen Dash

Stephen Dash
Credible

Jens Woloszczak

CEO and founder

Spotcap

Jens Woloszczak holds a degree in industrial engineering from the Technical University of Berlin and studied economics at Cass Business School. Jens worked as a consultant for McKinsey & Company for more than five years, where he focused on the commercial banking sector. Working for major European banks, Jens experienced the outdated approach these banks took towards working with SMEs. Jens saw an opportunity in the industry and co-founded Spotcap, with the aim of changing the banking landscape by using the latest technologies to address the financing challenges faced by small businesses. 

 

LinkedIn
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David Brennan

Founder and CEO

Kikka

David graduated university with a Bachelor of Commerce and subsequently was RG 146 registered. He was introduced to the corporate finance industry in an assistant analyst role. After working for several years in the events management industry he decided to return to his long-term interest in the financial industry. In 2013 David and his team entered the Australian Credit market and built a highly efficient full service online loan origination platform to allow underserviced Australian customers fast and frictionless access to personal finance.
David and his team have been at the forefront of the Australian Financial Technology industry, introducing a previously unseen level of technology integrated directly into the online loan decisioning process whilst always focusing on the most enhanced user experience for the customer.
As CEO of Kikka he leads this pursuit for automation in the lending process and is responsible for executing the corporate strategy of the company.
In July 2015 David was announced as the AICM Western Australia, Young Credit Professional of the Year.
In 2015 David was nominated for the Business News 40 under 40 award and the WAtoday entrepreneurs and innovators award.

LinkedIn

Aris Allegos

Founder and CEO

Moula

Aris co-founded Moula to provide a fast and friendly way to give small businesses access to capital. Aris spent over 15 years working in banking, and prior to that experienced the challenges faced by small business first-hand within his family business. Aris has an MBA from London Business School and a Bachelor of Commerce and Bachelor of Law from Monash University.

LinkedIn
Twitter

Stephen Dash

Founder and CEO

Credible

Stephen is the Founder and CEO of Credible.com - the multi-lender marketplace. He founded Credible because of sheer disbelief at the burden student debt placed on young Americans (a problem that does not exist in his native Australia). Stephen was formerly an investment banker at J.P. Morgan, and more recently founded QC Media and was an Investment Director at MHC & Co.

LinkedIn
Twitter

Mattias Karnell

Mattias Karnell
Maneo Market

Weimin Miao

Weimin Miao
Credit Research Initiative (CRI)

Dermot Crean

Dermot Crean
Invoice X

John Pellew

John Pellew
Othera

Mattias Karnell

International Business Development

Maneo Market

  • Born and raised in Perth, Australia in a Swedish-speaking household
  • Studied Japanese since the age of 9 all the way to Masters in Australia, Sweden and Japan
  • Studying part-time to become a US Certified Public Accountant (USCPA)
  • Currently head of international business development at Maneo, Japan's largest social lending (loan-based crowdfunding) company.
  • Looking to expand Maneo's business primarily in the US and Australia

LinkedIn

Weimin Miao

Operations Lead

Credit Research Initiative (CRI)

Weimin Miao is the Operations Lead of the Credit Research Initiative (CRI) at the National University of Singapore. He manages all the CRI internal operations and external collaborations and oversees all the 6 teams of over 45 staff. He has extensive knowledge and experience in credit risk high-tech, publishing cutting-edge research results in top journals and developing sophisticated practical solutions for financial institutions; for instance, the BuDA (Bottom-up Default Analysis) for IMF’s scenarios analysis in policy work. He holds a bachelor in Math from Peking University, a master in Operations Research from University of Chinese Academy of Sciences, and a PhD in Math from National University of Singapore.
CRI has been publishing the Probabilities of Default and Actuarial Spreads for 60,000+ public firms in 120 economies since 2010. CRI also provides bespoken credit solutions customized to clients. For example, it is providing a Singapore-based SME lending platform with a sensible solution in capturing SME firms’ default risk at both industry and company levels.

LinkedIn

Dermot Crean

Co-founder

Invoice X

Dermot has over 30 years of experience in financial services and growth capital as an adviser, investor and business owner. Born and educated in Ireland where his father was a bank manager, he trained and qualified as a Chartered Accountant with Price Waterhouse in London, working with clients such as Barclays Bank and UBS.
 
This led to a career in financial services, including working for banks such as HSBC and NatWest in senior positions and then finally as a business owner, across Europe and further afield, handling over $20 billion of transactions for businesses of all sizes and across all main industries. This created a passion for working on capital raising and shareholder solutions for small-medium sized businesses, often in innovative ways — being able to make a real difference was a strong driver.
 
In 2001, Dermot co-founded his own business in London, Acanthus, which over a 10 year period became a market leader in raising institutional private equity funds focused on small-medium sized businesses, typically raising about $1 billion per annum. He was also closely involved at the formative stages of two other successful financial services businesses: Magex which went on to become the payments platform for Zopa and LendingClub and NewDay which grew to become one of the largest and most innovative issuers of credit cards in the UK.
 
Over the years, he was always struck by the lack of funding sources available for growing businesses, especially those with high quality customers and long payment delays  - like his own! Along the way, he became involved as an investor on a marketplace lending platform providing confidential invoice discounting in the UK. This prompted some creative ideas on how to apply this in Australia.
 
Dermot moved to Australia in 2011 with his Australian wife and children and started becoming involved in helping local businesses.
 
 

LinkedIn

John Pellew

CEO and Founder

Othera

John Pellew BA(Acc) has 20+ years experience in business and banking and has worked in industry, business and international trade finance in Australia and the U.K. He also has years of startup experience, having established and exited a number of successful startups in the UK.

John is the founder and CEO of Othera, a financial technology group that provides blockchain technology to help loan originators, investors and businesses with credit risk, debt and asset management. 

Othera’s newest patent pending product is a revolutionary blockchain platform that facilitates liquidity, transparency and management of loan book risk by digitising all types of loans and logging them on the blockchain. The platform enables securitisation or syndication of loans and the creation of a new class of digital asset that can be profitably traded on an exchange. 

LinkedIn

Simon Bligh

Simon Bligh
Dun & Bradstreet

Michael Bennet

Michael Bennet
The Australian

David Grafton

David Grafton

Christopher Scott Price

Christopher Scott Price
Property Shares

Simon Bligh

CEO

Dun & Bradstreet

Simon is the Chief Executive Officer of Dun & Bradstreet. Simon is passionate about data and has significant experience in using data to uncover insights and value for businesses.
Prior to joining Dun & Bradstreet in early 2016, his 20 year career spanned a wide range of financial and commercial roles globally.
 
Simon was at Veda from 2010 to 2015 as Chief Financial Officer and then as Chief Data Officer. In this role he was responsible for Veda's fastest growing divisions and the sourcing, management and commercialisation of Veda's data.
 
Simon has also held executive positions in Australia as Chief Financial Officer of Sydney Airport and AAPT.  Before moving to Australia Simon spent 10 years working for AT&T in Europe, latterly in Paris as the European Chief Financial Officer responsible for more than 300 staff in 13 countries.
 
Simon qualified as a Chartered Accountant with Coopers & Lybrand and holds a degree from the University of Oxford in English Literature.

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Michael Bennet

Journalist

The Australian

Michael Bennet is a senior business journalist at The Australian where he has worked for almost eight years, including the past four as banking writer.  

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David Grafton

David is currently on garden leave having joined Experian Australia in October 2015, overseeing the credit bureau, decisioning software and analytics businesses. Prior to Experian, David held senior positions at Veda and Equifax, with client side experience developed over eight years as CRO of CBA’s Retail Bank.

Subject matter expert in Risk Management, Privacy, data sharing and comprehensive credit reporting. Considerable interaction with government, regulators, OAIC and consumer groups. Chair (3 years) and Board membership (10 years) of the Australian Retail Credit Association focused on industry leadership in in encouraging the move to Comprehensive Credit Reporting. Following an academic career (B.A. and PhD in Geography / Quantitative methods) David was appointed as Senior Marketing analyst at Experian in 1987 to commercialise the (then) new MOSAIC geodemographic classification system. 

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Christopher Scott Price

Founder and CEO

Property Shares

Christopher Scott Price is a serial entrepreneur and an active property investor and angel investor. He is the founder and CEO of PropertyShares, one of the largest peer-to-peer real estate lenders in Australia. Scott has over a decade of industry experience in property and technology markets. He has also played an integral role in frameworks for real estate fintech having advised on panels for both industry and government.

Prior to returning to Australia, Scott built and worked for a number of startups in Europe and Silicon Valley watching real estate crowdfunding platforms grow from zero to $400 million in lending transactions. Scott is a trained aerospace engineer and has worked on projects such as the International Space Station, the Ariane V rocket and the A380 for the European Space Agency, NASA, EADS and Airbus.

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Dr. Adam Flesch

Dr. Adam Flesch
Oliver Wyman

Kevin Nixon

Kevin Nixon
Deloitte

Henry Chan

Henry Chan
Consensys

Kieren Parker

Kieren Parker
Addisons Lawyers

Dr. Adam Flesch

Principal

Oliver Wyman

Adam is a Principal at Oliver Wyman’s Sydney office and has been co-leading the Retail and Business Banking practice locally since his relocation to Australia in 2016. Adam has a long management consulting experience with McKinsey in the financial services sector in Europe, serving global and regional FIs on a wide array of strategic and operational topics. He combines expertise in different areas of banking (retail, SME and corporate business, risk, capital markets) as well as designed and led several transformational change management and lean operational effectiveness programs. Adam has direct experience with building business start-ups and holds a PhD in Finance.

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Kevin Nixon

Global & Asia Pacific Lead

Deloitte

Kevin is a well-known and respected voice globally on regulation of the financial system.
Kevin joined Deloitte Australia in 2014 as Financial Services Industry Risk & Regulatory Lead. Recently he was appointed to the role of Global and Asia-Pacific Lead of the Deloitte Centre for Regulatory Strategy. The focus of the Centre is in assisting senior executives of firms navigate regulatory trends and their strategic implication through deep insight and promoting dialogue. Key current areas of focus include resilience, governance and culture, technology and ongoing implementation.
Kevin returned to Australia from Washington D.C., where he was Managing Director of Regulatory Affairs at the Institute of International Finance (IIF).
While at the IIF Kevin’s focus was the global post-crisis financial sector regulatory reform agenda, improving risk governance and developing industry standards. In this role he regularly engaged individually at the most senior levels of both financial institutions and regulatory bodies, including chairing high-level closed-door meetings between the official and private sector, discussing regulation, supervision, conduct, and governance across banking, insurance, asset-management and other non- bank institutions
Prior to these roles Kevin spent more than 20 years in financial markets for a number of investment banks both in Australia and the United States.

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Henry Chan

Product Manager

Consensys

Henry Chan is a Product Manager for WeiFund and BoardRoom, two of the product spokes under the ConsenSys umbrella. Prior to joining ConsenSys, Henry founded Deloitte Canada's blockchain practice and lead their technology team. He has worked with Fortune 500 clients in the financial, healthcare, and public sectors focusing on the Americas and Asia Pacific markets. Currently residing in Toronto, Henry spends his spare time working with startups to build their businesses.

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Kieren Parker

Partner

Addisons Lawyers

Kieren is a partner in the Corporate team at Addisons lawyers, advising on M&A, capital raisings and commercial transactions, with a focus on early stage technology companies.


Stuart Stoyan

Stuart Stoyan
MoneyPlace

Kareem Al-Bassam

Kareem Al-Bassam
Tyro

Tal Morgenstern

Tal Morgenstern
Oliver Wyman

Macgregor Duncan

Macgregor Duncan
Westpac

Stuart Stoyan

Founder and CEO

MoneyPlace

Stuart Stoyan is founder and CEO of Australian marketplace lender MoneyPlace (www.moneyplace.com.au).
 
MoneyPlace is an online marketplace that connects creditworthy borrowers with investors. MoneyPlace enables borrowers to save money with lower rates, and investors to earn more through higher fixed income returns.  MoneyPlace launched in late 2015, after becoming Australia’s second fully licensed marketplace lending platform.
 
Stuart is a leading member of Australia’s fintech community and has helped shape National fintech and innovation policies.  Stuart is a Board member of Fintech Australia (the national industry association) and a member of the Federal Government’s Fintech Advisory Group.
 
Prior to founding MoneyPlace, Stuart was the Head of Strategy for NAB Business.  Prior to that he was a management consultant, helping large corporate clients solve complex problems across Australia, New Zealand, Asia and the United States.  Key areas of focus included market entry, growth and performance improvement with an emphasis on retail and business banking. 

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Kareem Al-Bassam

Head of Product

Tyro

Kareem has more than 15 years experience in a range of Product, Innovation and leadership roles for financial technology companies in Australia, America, Europe and the Asia-Pacific region. 
Most recently with PayPal, Kareem founded PayPal Credit Australia, launching its Working Capital product in 2014 and safely growing the portfolio into one of Australia’s largest fin-tech lenders. Beginning his career with a small family-start-up through to stints in London and Silicon Valley, Kareem brings Tyro a range of experience and a strong passion for building financially sound solutions which benefit customers.

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Tal Morgenstern

Principal

Oliver Wyman

Tal Morgenstern is a Principal in the Finance & Risk practice in Oliver Wyman’s Sydney Office. Tal has more than 7 years of experience in consulting to leading Banking institutions in Asia, with a focus on Capital Market Risks in Australia 
Prior to working as a consultant, Tal occupied several positions in the Risk Management space at Banco Itau. His last role was as Head of Risk Control for Argentina managing the market risk, credit risk, risk modelling and asset management teams. As part of his responsibilities, he was chairman of Risk Control committee and active member of the ALCO, Regional Market and Liquidity Risk committees

Tal has an Actuarial degree from the University of Buenos Aires and he is a qualified actuary Argentina member of the Professional Board on Economic Sciences. 
He is also a member of the Society of Actuaries (USA) and a PhD Candidate in Financial Mathematics at University of Sydney

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Macgregor Duncan

Co – Head of Business Development

Westpac

Macgregor is the Co-Head of Business Development at Westpac where he is responsible for new business models, venture investments, strategic partnerships and innovation. 

Before joining Westpac in September 2016, Macgregor was a Managing Director at a venture capital and private equity firm in New York, a Senior Executive at a Silicon Valley tech company, an Investment Banker at Goldman Sachs, and a corporate M&A lawyer. 

He started his career as an Associate to Justice Michael Kirby at the High Court of Australia. 

He graduated from Adelaide, Princeton and Harvard Universities.

Outside Westpac, Macgregor hikes, camps and fishes whenever possible.  

He also co-chairs the Business Advisory Council for the Freedom Fund, a London-based organisation fighting modern slavery and human trafficking around the world. 

He’s written articles and opinion pieces for many Australian and international ​publications, and lives in Sydney with his wife Tanya and their two young children.


Glenn Hodgeman

Glenn Hodgeman
AltFi

Julie McKay

Julie McKay
Veda

Indraveer Srivastava

Indraveer Srivastava
MW Eaglewood

David Stevenson

David Stevenson
AltFi

Glenn Hodgeman

AltFi Australasia Director

AltFi

Glenn Hodgeman has been running Global Credit businesses for nearly 20 years across Australia and Asia. More recently with Westpac Banking Corporation as Global Head of Credit Trading. Previous to this heading up Trading businesses for Citi/Salomon Smith Barney and ANZ. His specialty, investing across all parts of the debt capital structure, including distressed assets. The more recent regulatory changes in the Australian Banking industry are now starting to to impact the business models of the Australian Banks. So he has been focused on the emergence of P2P lenders, Crowd funding and assisting Global Funds to invest in this growing asset class. His blog OzP2PLending.com is all about Australia, NZ and Asia.

 

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Julie McKay

Group Strategy Manger

Veda

Julie is Group Strategy Manger for Veda As part of the Equifax group, Veda’s mission is to power the financial future of individuals and organizations through unique trusted data, technology and innovative analytics. Julie’s purpose is to identify and drive growth in new markets initiatives and provide strategic insights in the data use and analytics ecosystem.

With close to 25 years in financial services, Julie’s core experience is financial product management; from cross border payments in Asia, hedge funds, structured investments and retail investment lending. This builds on Julie’s experience in risk management and financial services regulation in Australia.  

She has worked within large organisations such as Bank of America, both in Australia and Hong Kong and Commonwealth Bank through to community minded banks such as Bendigo and Adelaide Bank. Julie’s experience is complemented by post graduate degrees in financial mathematics and law and she is a Charted Financial Analyst®.

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Indraveer Srivastava

Senior Credit and Business Analyst

MW Eaglewood

Indraveer Srivastava is a senior credit and business Analyst at MW Eaglewood and focusses on investments in Europe and Australasia. Most recently Indraveer worked in M&A within Lazard's Financial Institutions Advisory group, prior to which he worked at Argon Religare Life Insurance. He holds a Master’s degrees in Finance from the London School of Economics, a B.A. (Hons) in Economics from Delhi University and is a CFA charterholder.

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David Stevenson

Executive Director

AltFi

David Stevenson, Editor in Chief of AltFinanceNews, is a columnist for the Financial Times (the Adventurous Investor), Investment Week and Money Week. He’s an experienced media entrepreneur (he’s set up a number of online media companies focused on online TV and viral videos) and knowledgeable investment expert. He was also one of the very first journalists to write about the sector in the main nationals.

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Cameron Poolman

Cameron Poolman
OnDeck

Paul McFadden

Paul McFadden
Dun & Bradstreet

David Tuckwell

David Tuckwell
AltFi Australasia

Felicity Cleaver

Felicity Cleaver
Dun & Bradstreet

Cameron Poolman

CEO OnDeck Australia

OnDeck

Cameron Poolman has served as OnDeck Australia’s Chief Executive Officer since the company’s launch to the Australian market in November 2015. Prior to joining OnDeck, Mr Poolman was founder and CEO of Grays Online, one of Australia’s largest e-commerce groups focused on small businesses, from 2000 to 2014. Mr Poolman holds a Bachelor of Engineering (Mechanical) from University of Sydney and a Master of Business (Marketing) from the University of Technology, Sydney

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Paul McFadden

Director Bureau Services

Dun & Bradstreet

David Tuckwell

Australasia correspondent

AltFi Australasia

David Tuckwell is the Australasia correspondent for AltFi. He has worked in the financial services industry in London, working mostly in the exchange traded funds space. He is currently undertaking a Ph.D. in international relations at The Australian National University.

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Felicity Cleaver

Senior Data & Collections Product Development Manager

Dun & Bradstreet

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