Details coming soon.

Start your day with a refreshing breakfast with your fellow industry professionals, Kosher options will be available throughout the Funders Forum and Brokers Expo to suit your preferences.

Located in the Sponsor Zone.

Invited guests can join us for a breakfast with Ambassador Noah Mamet who was the US Ambassador to Argentina from 2015-2017. Come and hear from Ambassador Mamet as he shares some stories from his time as Ambassador and answers questions. This reception is invite-only and limited to 2024 RBFC Max Out PAC Donors and special guests. 

Location TBD

Shane Mahabir – President, Funder Intel

This session provides insights into the Revenue-Based Financing (RBF) industry, exploring current trends, future projections, and key developments as shared by leading experts in the field.

• Bill Gallagher – President, CFG Merchant Solutions
• Tim Mages – Chief Strategy Officer, Expansion Capital Group (ECG)
• Jesse Carlson – Kapitus
• Scott Crockett – Founder and CEO, Everest Business Funding
• Craig Hecker – Bitty Financial

This session delves into topics such as financing strategies, investment banking trends, recent securitizations, new funding opportunities, and the path to establishing and expanding credit facilities.

• Peter McNierney – Executive Managing Director, Brean Capital
• Bruce Miller – Co-Heads Specialty Finance Investment Banking Group, Stephens
• Matt Perkins – Guggenheim

This session explores the key upcoming regulations and compliance requirements impacting the RBF industry, including the CFPB’s 1071 data collection rule, California’s APR disclosure requirements, new debt collection regulations, and other forward-looking regulatory topics and potential risks.

• Kate Fisher – Partner, Hudson Cook
• Keith Ellis – Expansion Capital Group
• Lindsey Rohan – Deputy General Counsel, BasePoint Capital LLC
• Alexis Shapiro – Senior Vice President and General Counsel, Forward Financing
• Alan Hochheiser – Principal, Maurice Wutscher
• Jill Scher – CBiz

Enjoy a delicious meal and network with fellow professionals during this lunch break.

Located in the Sponsor Zone

• Panelist: Kate Fisher, Partner at Hudson Cook LLP

Join a panel of top attorneys to discuss revenue-based financing and the legal support for a paradigm shift. This session also discusses legal trends in litigation and the impact of regulatory developments.

Sponsored By:

This session examines the priorities of the Trump administration during the first 100 days of a potential second term, the administration’s policy focus, and how states are likely to respond to these initiatives.

• Dan Gans – Founder and Managing Principal, Polaris Consulting
• Josh Novotney – Partner, SLB Strategies
• Danny Pfeifer – Catalyst
• Adam Goodman – Ballard
• Brian Simon – Hollis Public Affairs

In this panel, we’ll learn from top funders how they leverage innovative technologies to streamline their operations and scale quickly. By adopting advanced automation, from deal intake and document processing to risk assessment and CRM integration, these companies are not only closing deals faster but also optimizing their resources and reducing operational costs. Our panelists will discuss how these innovations are transforming decision-making, improving efficiency, and driving smarter, more profitable growth across the industry.

• Mark Ross – CEO, Dragin
• Sam Bobley – Ocrolus
• Boris Shakmurhov – COO and CISO, United First
• Louis Calderone – Vox Funding
• Avraham Sharaby – Fintap
• Jack Diamond – CEO and Founder, AI Swift Broker

Fireside chat with Mike Tyson moderated by Deveron Gibbons. A discussion about his life, his entrepreneurial spirit and his takeaways for the industry.

End of scheduled speaking events for the Funders Forum + Brokers Expo 2025, be sure to join us for the evening social. 

Continue networking, enjoy drinks, and unwind at the evening social.

Located in the Sponsor Zone