ANNUAL - Commercial Equipment Marketplace Council · purchase and finance space. The Innovation Summit is a unique opportunity to reach an exclusive group of leaders and disruptors

ANNUAL INNOVATION SUMMIT

The Ritz CarltonLanguna Beach, California

cemcouncil.com/innovation2017

JUNE 12-14 2017

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WELCOME

Charles E. O. Anderson CEMC Founder

Dear Members, Welcome to Laguna Beach and the first annual CEMC Innovation Summit! This exclusive event is bringing together senior executives and corporate practitioners to spawn change, foster insights, and influence future industry decisions. This CEMC Summit features an impressive array of executive speakers representing leaders in finance, technology, entertainment, design and action/adventure. We’re proud to host keynote speakers Peter Guber, Chairman and CEO of

Mandalay Entertainment Group and co-owner of the Golden State Warriors and Los Angeles Dodgers; Mitch Jacobs, Founder, OnDeck and CEO of Fan-Bank; Jeffrey Hayzlett, Business Speaker on Innovation; Senator Mike Lee (R-UT); and business leaders from the likes of Google, Cisco, PayNet, eBay, Genpact, Lendit, and award winning adventurer, Colin Angus. This diverse group of leaders have one thing in common: they are all disruptors in their industries who continue to rethink and innovate their business practices. Our message is simple: create a forum in which industry leaders can get the insight, interaction, and information they need to advance their business and industry. We hope you find our CEMC Innovation Summit enjoyable, informative and inspirational. Thank you for you continued support and enjoy your stay! Sincerely,

Charles E.O. AndersonCEMC Founder

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The CEMC Innovation Summit brings together industry leaders involved in the digitalization of asset purchase and finance. The participants include capital providers, online

asset sellers, equipment industry leaders, technology disruptors, data leaders, and practitioners who are transforming the asset

purchase and finance space. The Innovation Summit is a unique opportunity to reach an exclusive group of leaders and disruptors who will inspire you to rethink and innovate

your business practices.

The Summit

The #1 Conference for the Digialization of Asset Purchase and Finance

ROUNDTABLE DISCUSSIONS

A panel where conference faculty discuss their cases

on specified topics.

Q&A WITH THE KEYNOTE SPEAKERS

Conference attendees may

ask faculty specific questions in a more

intimate setting.

NETWORKING ACTIVITIES

Network with C -level

executives over Monarch Beach

Golf, hiking, yoga, and Pilates.

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MONDAY, JUNE 12TH

2:00PM-4:00PM Summit Check-In & Registration

Location: Promenade Foyer

4:00PM-5:15PM Summit KickoffIntroductionCharles Anderson, Founder of CEMC

Power of Innovation and Disruption Presentation by Business Celebrity Speaker Jeffrey Hayzlett

Location: Pacific Promenade 1

5:15PM-6:15PM

6:15-Sunset

Cocktail & DinnerCocktail Hour sponsored by PayNet

Oceanfront Buffet Dinner sponsored by PayNet

Location: Pacific Promendae Lawn

INNOVATION SUMMIT AGENDA

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TUESDAY, JUNE 13TH

7:30AM-8:45PM Check-in & Breakfast Sponsored by HCVT

Location: Monarch Bay Sunset Terrace

8:45AM-10:00AM Opening and KeynoteCharles Anderson, Founder of CEMC

Peter Guber, Chairman & CEO of Mandalay Entertainment, Co-Owner of Golden State Warriors and Los Angeles Dodgers

Location: Pavilion 3-5

Crossing the Chasm in our Industry: The Old to New Way of Doing Business Mitch Jacobs, Founder of OnDeck Capital & Founder of FanBank


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TUESDAY, JUNE 13TH


10:45AM-11:40AM Industry PanelDigitalization of Asset Finance & PurchaseBill Phelan, CEO at PayNet

Anu Sachdeva, SVP & Client Partner at GenPact

Peter Renton, Chairman & Co-Founder of Lendit

Matthew Perkins, Senior Managing Director of Guggenheim

Moderator Patricia M. Voorhees, Director at The Alta Group


11:40AM-12:00PM Special PresentationThe Cost of Over-RegulationSenator Mike Lee (R-UT)


Noon-1:00PM Lunch

Location: Monarch Bay Sunset Terrace

1:15PM-2:15PM Design WorkshopHands on Workshop on Re-architecting the Digitalization of the Buying Processled by Jason Mayden, Designer at Nike Air Jordan and Designer at Accel Partners


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TUESDAY, JUNE 13TH


2:15PM-2:30PM Break


2:30PM-3:15PM Panel on Man and Machine Learning/AI

Christine Robson, PhD, Head of Product for Ma-chine Learning at GoogleJustin B. Dickerson, PhD, MBA, PStat, General Manager at Data RobotDr. Venkat Srinivasan, PhD, Founder & Chief Digital Officer of Rage FrameworksModerated by Deborah Reuben, CEO of Reuben Creative


3:15PM-4:00PM Panel on the New Age of BlockchainCristina Dolan, Blockchain Expert and Founding Partner of insideCHAINS

Wayne Super, Managing Director, Capital Markets at Cisco

Anoop Nanra, Head of Blockchain Innovation, Cisco


4:00PM-5:00PM Open

5:00PM-6:00PM Oceanside Cocktail Reception sponsored by Genpact

Location: Dana Point Lawn

6:00PM Gala Dinner sponsored by CurrencyColin Angus, National Geographic Adventurer of the Year

Location: Terrace Salon

Closing RemarksCharles Anderson, Founder of CEMC

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WEDNESDAY, JUNE 14TH


8:00AM Golf Outing at Monarch Beach Golf Course Sponsored by Katten Law Firm

Shuttles will be available at the Ritz Carlton between 7:15AM-7:30AM

Location: Monarch Beach Golf Course

8:00AM Ocean Front Private Yoga Class

Location: Gazebo

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PARTICIPATING ATTENDEES

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OUR SPONSORS

Founding Sponsor

Gold Sponsor

Silver Sponsor

Contributing Sponsor

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SPEAKERSThe CEMC Innovation Summit will feature keynote speakers, breakout sessions, fireside chats, and presentations where you’ll learn from industry innovators and peers who will

discuss personal experiences and their approach to shaping the future within the financial service industries. You’ll hear from keynotes whose innovation within their industries have

set the standard of digitalization and continue to shape the future.

Jeffrey HayzlettBusiness Celebrity Speaker

JEFFREY HAYZLETT is a global business celebrity and primetime television show host on Bloomberg Television. From small busi-nesses to international corporations, his creativity and extraordinary entrepreneurial skills have enabled him to lead ventures blending his leadership perspectives, insights into the c-suite and business strategy, mass marketing prowess and affinity for social media. He is a well-traveled public speaker, the author of the bestselling business books, The Mirror Test and Running the Gauntlet, and one of the most compelling figures in business today.

Peter GuberChairman & CEO of

MandalayEntertainment Group

PETER GUBER is Chairman and CEO of Mandalay Entertainment Group. Prior to Mandalay, Guber was Chairman and CEO of Sony Pictures Entertainment, Chairman and CEO of Polygram Entertain-ment, Co-Founder of Casablanca Record & Filmworks and President of Columbia Pictures. Among his box office hits are The Color Purple, Midnight Express, Rain Man, Batman, Flashdance, and The Kids Are All Right. Peter is the co-owner and co-executive chairman of the Golden State Warriors, an owner of the Los Angeles Dodgers, and an owner of the Los Angeles Football Club. He is an owner of Dick Clark Productions and is the co-executive Chairman of the esports ownership group, aXiomatic. He is the author of the #1 NYT bestseller, Tell to Win.

Mitch Jacobs Founder of OnDeck Capital

& Founder of FanBank

MITCH JACOBS is widely known as a FinTech pioneer who has founded, built and grown three leading Main Street focused companies. His first two businesses were sold to public compa-nies and his most recent resulted in New York’s largest venture backed tech IPO. Today, Mitch is CEO and Founder of FanBank, a next generation commerce platform for Main Street small busi-nesses. Mitch is also Chairman of DreamFund, a bank holding company which aims to bring new financial technology products into the regulated banking system. He was the Chair of the Micro-Capital TaskForce, which advised Treasury on Main Street capital access. Previously, Mitch was a member of Mayor Bloomberg’s Counsel on Technology and Innovation and he is an Ernst and Young Entrepreneur of the Year. Mitch lives in Los Angeles with his wife, Samantha Ettus, and their three children.

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William PhelanPresident, PayNet, Inc.

WILLIAM PHELAN is one of the nation’s leading experts on small business credit and serves as president of PayNet, Inc. Mr. Phelan has grown PayNet into a major provider of credit assessments on privately held businesses by building one of the largest proprietary database of commercial loans and leases in the U.S. and Canada. Mr. Phelan oversees PayNet’s sales, marketing, analytics and information technology functions across these markets.

Anu Sachdeva Senior Vice President, Banking and Financial

Services Genpact

ANU SACHDEVA is a senior strategic and operational leader at Genpact, a $2.57B global professional services firm focused on delivering digital transformation for its clients that was spun off from GE in 2005. She has more than 25 years of experience across various industry verticals including equipment finance and banking, including in her previous roles with GE Capital’s Commercial Equipment Finance Business in North America and Asia. Anu has leveraged her deep experience across com-mercial equipment leasing and lending risk management and operational excellence to continuously drive transformation and value for clients across the globe, resulting in the signifi-cant growth of Genpact’s commercial lending footprint.

Peter RentonChairman & Co-Founder

of Lendit

PETER RENTON is the founder of Lending Academy, the leading educational resource for the P2P/ marketplace lending industry. He is also the co-founder and chairman of the LendIt Conference, the first and largest series dedicated to the online lending and Fintech industries. He is also a co-founder at NSR Invest, an investment and analytics platform that provides access to P2P marketplaces for financial advisors, institutional investors, and individuals.

SPEAKERS

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Patricia M. VoorheesDirector of Alta Group

PATRICIA M. VOORHEES is a director at The Alta Group, has over 25 years of experience in commercial finance. After launching her career at IBM, Voorhees was an executive at GE Capital from 1996 to 2011, where she served in several key roles. In her initial position as vice president for business development, Patricia was responsible for establishing more than a dozen new vendor and captive finance programs. She then became managing director of business develop-ment for M&As, managing more than 14 acquisition origina-tions. Later she was the company’s general manager of Of-fice Imaging Finance, leading a small-ticket leasing business with $5.5 billion in assets and 450 employees. She also was GE Capital’s strategic pricing leader during the U.S. financial crisis. Most recently, Patricia was founding principal and president of Verus Services Group, a consultancy serving the commercial finance and commercial real estate markets.

Senator Mike LeeRepublican, Utah

MIKE LEE was elected in 2010 as Utah’s 16th Senator, he has spent his career defending the basic liberties of Americans and Utahns as a tireless advocate for our founding constitu-tional principles. Lee served the state of Utah as Governor Jon Huntsman’s General Counsel and was later honored to reunite with Justice Alito, now on the Supreme Court, for a one-year clerkship. Today, Lee fights to preserve America’s proud founding document in the United States Senate. He advocates efforts to support constitutionally limited government, fiscal responsibility, individual liberty, and economic prosperity. In the 114th Congress, Lee also began his tenure as Chairman of the Senate Steering Committee, where he works with his Republican colleagues in the Senate to introduce bold and innovative solutions to issues facing the American people.

Jason MaydenDesigner of Nike Air Jordan, Designer at Accel Partners

JASON MAYDEN is now at Accel assisting with the continuous development of Accel’s brand position amongst the global community of entrepreneurs while working with portfolio companies on deepening and extending their knowledge and ability to create cultures of curiosity. Moreover, he is also an ad-visor of Slyce, a company created by fellow Nike alum Bryant Barr and NBA Superstar Stephen Curry, a platform focused on creating a new paradigm at the intersection of campaign work-flow planning and brand-to-influencer content management. Lastly, is the CEO and Co-Founder of Super Heroic a business focused on provided quality playperformance footwear, ap-parel and technology for elementary school aged children.

SPEAKERS

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Christine RobsonHead of Product for Machine

Learning at Google

CHRISTINE ROBSON is product lead of machine learning at Google Research. She and her team work on products includ-ing TensorFlow, Sibyl, and Cloud Machine Learning, as well as many interesting research projects. Christine holds a PhD in CS from UC Berkeley and Master’s and Bachlor’s degrees from MIT in EECS and Mathematics. Before and during her PhD she worked at IBM Research in Tokyo, New York (Watson), and San Jose (Almaden). Christine is also an avid birdwatcher (her son’s first word was “bird”), and beekeeper.

Justin B. DickersonPhD, MBA, PStat, General

Manager at Data Robot

JUSTIN B. DICKERSON is a data scientist and business leader with nearly 20 years of experience helping some of America’s most respected companies realize the power of predictive analytics. Most recently, Justin has focused his time on building machine learning predictive models for the fintech industry. As the former Chief Data Scientist of a successful alternative finance company, Justin has been responsible for developing the latest methodologies to predict payment defaults, spot fraud before it occurs, and score lists of marketing prospects. Justin has experience developing predictive analytics plat-forms and was the CEO of Crossfold Analytics, a successful data science consultancy he founded in the alternative finance industry. Justin holds a PhD from Texas A&M University, and has been recognized by the American Statistical Association with the prestigious Accredited Professional Statistician (PStat) credential. At DataRobot, Justin is the General Manager of the fintech vertical.

Dr. Venkat Srinivasan PhD, Senior Advisor to CEO/

Chief Digital Officer at Genpact

DR. VENKAT SRINIVASAN is the former CEO of RAGE Frame-works and a serial entrepreneur, and now serves as a senior ad-visor at Genpact since Genpact’s acquisition of RAGE Frame-works. Venkat has successfully built several knowledge-based technology businesses including eCredit and Corporate Fun-damentals prior to founding RAGE Frameworks, whose RAGE AI platform is pioneering the creation of intelligent machines in a wide range of industries and for a broad range of use cases. Venkat has also founded EnglishHelper and KnowYourMeds both of which are social enterprises focused on education and health, respectively. He is an expert in knowledge-based systems architectures, artificial intelligence, computational linguistics and natural language processing, with over 30 peer reviewed publications, 2 edited volumes, and a book to his credit. His book, The Intelligent Enterprise in the Era of Big Data, was published by Wiley in 2016 and he is the author of a forthcoming book, The Rise of Intelligent Machines, also to be published by Wiley.

SPEAKERS

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Deborah ReubenFounder & President, Reuben Creative, LLC

DEBORAH REUBEN is an industry consultant with over 20 years’ experience innovating in the leasing and equipment finance industry including past positions with Wells Fargo, TCF, Linedata/HCL, and consulting with a variety of other Equipment Leasing and Finance companies. She is a frequent speaker at ELFA events and chair of the ELFA Operations and Technology committee. Known for connecting the dots in ways that no one else can, her unique industry experience, creative approach, and keen eye for future trends enables her to bring forward thinking insights and original ideas to the table.

Cristina DolanBlockchain Expert and

Founding Partner of insideCHAINS

CRISTINA DOLAN is the Chair of the MIT Enterprise Forum. She is the former President of the MIT Club of New York and former member of the MIT Alumni Association Se-lection Committee. She has a Master of Media Arts & Science from the MIT Media Lab, where she focused on interactive sto-rytelling and information. Currently, Cristina serves as the Head of Corporate Marketing & the Head of Content, Community & Communications Products at TradingScreen, a software company serving institutional financial traders.

Wayne I. Super Managing Director, Capital

Markets at Cisco

WAYNE SUPER is currently a member of Cisco Capital’s seniorexecutive team serving as Managing Director of Global Capital Markets. He oversees a department responsible for $30Bn of indirect annual originations through Cisco Capital’s financial services ecosystem, as well as, developing and innovating financial-Technology(Fintech) business models. Outside of work, Wayne serves on the advisory board of Ozone Interna-tional, LLC, Deutsche Bank Client Advisory Board, and CEMC Steering Committee. He also maintains involvement in organi-zations such as Atlanta Community Food Bank, Habitat for Hu-manity, and Autism Speaks. Wayne holds a bachelor’s degree from University of Missouri and a master’s degree in Business Administration from Keller Graduate School of Management.

SPEAKERS

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Anoop NannraHead of BlockChain Innovation, Cisco

ANOOP NANNRA is a technology strategist in Cisco’s Corporate Strategic Innovation Group. He is focused on identifying dis-ruptive technologies and accelerating their adoption through business incubation via co-development, co-innovation, partnerships and acquisitions. Anoop has a proven track record of delivering world-first innovation disciplines including security, optics, service provider video, switching, IoT and currently lead Cisco’s blockchain efforts.Prior to joining Cisco, he led large initiatives at a service provider, was a co-founder at a video start-up, ran several small businesses, and spent a number of years at Nortel Networks in Ottawa.

Colin AngusWorld Class Adventurer,

Bestselling Author & Filmmaker

COLIN ANGUS is a leading adventurer, bestselling author and Canadian filmmaker. He was awarded National Geographic’s Adventurer of the Year award for being the first to circle the world exclusively by human power, and was listed by Outside Magazine as one of the world’s top 25 bold visionaries. An-gus’s success in achieving the seemingly impossible relies on a unique strategy he has developed for increasing human po-tential. He is the author of four books, and his films have been aired around the world on National Geographic television.

SPEAKERS

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CEMC MANAGEMENT

Charles E.O. AndersonFounder

CHARLES ANDERSON has more than a decade of experience in the specialty finance industry. He is currently the Chief Ex-ecutive Office of Currency Capital, the world’s first equipment finance tech platform, where he is responsible for guiding vision, managing KPIs and leading strategic growth initiatives. Prior, Charles founded Sophia Partners, LLC, a private equity in-vestment fund and Pacific Investment & Loan, Inc., a diversified financial services firm primarily focused on real estate finance. Charles earned his BA in Communications and Advertising with an emphasis in Management graduating cum laude from San Diego State University and his MBA from Stanford’s Gradu-ate School of Business.

Scott CohenChairman

SCOTT COHEN is the Chairman of CEMC and Executive Di-rector of Currency. Over the last five years, Scott was founder & CEO of 180fusion, building it into one of the leading search engine marketing platforms before being acquired by Deluxe Corporation (NYSE:DLX) in 2016. Over the last two decades, Scott has an extensive background as a successful entrepre-neur, senior executive and advisor in software, Internet and compliance industries serving high-growth tech companies. Prior to launching 180fusion, he took an enterprise software company (PSS Systems) from start-up to marketing leader before being acquired by IBM in 2009. Scott graduated from the University of Arizona and currently serves on the board of Directors at several privately held companies in the software and technology sector.

Tina FarahdelCommunity Relations

Manager

TINA FARAHDEL manages events and coordinates commu-nication and engagement across the Commercial Equipment Marketplace Council ( CEMC ). She is currently a Senior Marketing Analyst for Currency Capital. Prior to CEMC and Currency, Tina was involved in strategy, business develop-ment, and marketing at a global strategic consulting firm. Tina graduated from the University of California, San Diego with a Bachelor’s of Science in Management Science and a minor in Business Administration.

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NOTES

Documents

ANNUAL - Commercial Equipment Marketplace Council · purchase and finance space. The Innovation Summit is a unique opportunity to reach an exclusive group of leaders and disruptors