NYIC/CFA JOINT EVENT
               

5th ANNUAL NYIC/CFA JOINT EVENT

Wednesday, March 30, 2016
10:30am - 1:30pm

Arno Ristorante - 141 W. 38th St. New York, NY

Session 1 - What is Enough Due Diligence: Financial, Collateral, Legal?
An interdisciplinary panel of professionals experienced in the financial services industry will discuss and explain the actions lenders must take to be diligent in assessing various aspects of financial transactions based upon actual credits.

Moderator, Paul Shur, Esq., Partner, Platzer, Swergold, Levine, Goldberg, Katz & Jaslow, LLP
Thomas DeFilippe, Managing Director, Valuation Services Inc.
Dora Dvir, Managing Director and Shareholder, CBIZ Mayer Hoffman McCann P.C.
Andrew Moser, Co-Head - Retail and Consumer Products ABL Group, Monroe Capital LLC
Abby Parsonnet, Regional President - Metro New York, Webster Bank

Session 2 - Winds of Change in the Secured Lending Market
Leading executives representing ABL, Traditional Factoring and Entrepreneurial finance will discuss how these products are responding to market changes.

Where are established business models succeeding in the face of current pressures on price, regulation and the disruptive changes sweeping markets such as apparel and energy? What steps have they taken to adapt? How does this open the door to new entrants to the market, and how can more established finance companies respond?

This discussion will bring a rarely heard perspective to this issue, by bringing together three different secured lending products that are often discussed separately, so we have the opportunity to explore how these disciplines can learn from each other as they prepare for an ever-increasing rate of market change.

Moderator, Jonathan Helfat, Attorney, Otterbourg P.C.
Chris Carmosino, President, Citizens Business Capital
Rishi Kumar, CEO, Coral Capital Solutions
J. Michael Stanley, Managing Director, Rosenthal & Rosenthal, Inc.

AGENDA:
10:30am - Registration and Networking
11:00am - Session 1
12:00pm - Lunch
12:30pm - Session 2

1.0 CPE Credits will be available per session

Please contact NYIC at 917-338-7000 or www.instituteofcredit.org to learn more about sponsorship opportunities and other membership benefits
NYIC • 405 Lexington Avenue, 26th Floor• New York, NY 10174 • 917-338-7000