Nasdaq and Palm Beach Hedge Fund Association to host “The Future of Finance” with CEOs of OppFi, LendingClub, Finance of America


The battle for banking services intensifies as fintech companies roll out new lending and financing services. For larger players, this could bring more high margin loans and shareholder profits. It could also make the United States fairer to those with lower credit scores who cannot access traditional loans. Fintech stocks continue to outperform the S&P 500, led by rapidly growing online payments and digital wallet stocks, driven by consumers’ shift to online shopping, contactless transactions and banking services mobile.

Listen to a panel of cutting-edge CEOs for a glimpse into the next phase of growth.

IPO Edge will host a virtual forum on Wednesday, March 31 at 1:00 p.m. EDT: The future of finance.

To register, please CLICK HERE

The webcast, hosted in partnership with the Nasdaq and the Palm Beach Hedge Fund Association, will feature panel discussions, one-on-one interviews, as well as a live question-and-answer session, totaling approximately 90 minutes.

Panel participants include:

  • Jared Kaplan, CEO of Opportunity Financial (OppFi), merging with FG New America Acquisition Corp. (NYSE: FGNA)

  • Scott Sanborn, CEO of LendingClub (NYSE: LC)

  • Patti Cook, CEO of Finance of America, merges with Replay Acquisition Corp. (NYSE: RPLA)

  • Brad Golding, Managing Director, Christofferson, Robb & Company

  • Jack Cassel, Vice-President, New Listings and Head of Private Capital Markets at Nasdaq

  • Jarrett Banks, Editor-in-Chief, IPO Edge

  • John jannarone, Editor-in-Chief, IPO Edge

The panel will cover topics such as:

  • The role of banks alongside new market disruptors

  • Sources of funding for fintech companies

  • Paths to public markets

  • Refinancing

  • Democratizing finance and who really wins

  • Access to credit for the 60 million who have no traditional options

  • The future of credit cards

About Jared Kaplan

Jared Kaplan is the CEO of OppFi, a leading financial technology platform that enables banks to help everyday consumers access credit. To date, OppFi has facilitated the issuance of over 1.5 million loans through its platform. The company has launched SalaryTap, its near-premium installment loan product that is paid off by payday deduction in 2020 and will pilot OppFi Card, its new credit card product, in the second half of 2021.

About Scott Sanborn

Scott is the CEO of LendingClub, the only broad-spectrum fintech market bank, which has helped more than 3 million Americans save billions of dollars since its inception in 2007. Appointed CEO in 2016, he is responsible for leadership of more than 1,000 employees. to realize the company’s vision of putting members on the path to financial success, as the company evolves beyond its personal loan legacy to meet the needs of a wider range of clients by leveraging its technology and its data-driven marketplace.

About Patti Cook

Patti Cook is CEO of Finance of Americas Companies. A dynamic and inspiring leader, Patti has a proven track record in delivering results, managing change and engaging employees. His goal is to continue to build a business whose products and services meet the needs of customers at every stage of their financial life.

About Brad Golding

Brad joined CRC in 2005 and manages a $ 250 million fund focused on finance. From 2011 until the launch of BOTF, he invested internal CRC capital throughout the capital structure of global banks and financial institutions, while also working on the company’s capital release transactions. Prior to joining CRC, Brad was the chief interest rate swap trader at DKB Financial Products, Inc and led US operations for Mercato Dei Titoli Di Stato SpA (MTS), a European bond exchange platform.

About Jack Cassel

Jack is Nasdaq Vice President, New Listings and Head of Private Capital Markets at Nasdaq. In this role, Jack oversees all activities of the private Nasdaq company, including IPOs. In 2019, the Nasdaq won 78% of all IPOs and 6 of the 10 largest deals in terms of raised proceeds. Prior to joining the Nasdaq, Jack was Vice President of Technology Investment Banking at GrowthPoint Technology Partners, where he focused on cross-border M&A transactions. Prior to joining the business world, Jack played in Major League Baseball for the San Diego Padres and the Houston Astros. While playing baseball, Jack also co-founded Players for the Planet, a non-profit organization that uses professional athletes to promote environmental awareness.

About IPO Edge

IPO Edge is dedicated to objective journalism as a means of delivering the clearest news and analysis of new and upcoming initial public offerings. In an age where disinformation is rampant, we aspire to distinguish between truth and lies, as well as between opportunity and risk. Find our content on with Yahoo Finance and Bloomberg Terminals.


John Jannarone, Editor-in-Chief

[email protected]

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Twitter: @IPOEdge

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