Player FM 앱으로 오프라인으로 전환하세요!
TRAILER: Consumer Lending Perspectives
Manage episode 448037416 series 3611617
Are you ready to unlock the timely insights on consumer lending from industry leaders? Step into the world of cutting-edge financial innovation and balance sheet strategies with Consumer Lending Perspectives, the must-listen podcast for forward-thinking finance executives. In an era of rapid technological advancement and shifting consumer behaviors, staying ahead of the curve is essential.
Join host Jeff Bogan, CFO at Upgrade and a fintech veteran, as he brings you monthly episodes with C-Suite executives at the forefront of financial innovation. With over a decade of experience in investment banking and fintech, Jeff shares transformative insights into the most pressing issues facing financial leaders today.
We discuss underwriting techniques, loan portfolio management, consumer behavior and macroeconomic adverse selection, advancements in AI and machine learning for credit decisioning, and how big data is transforming real-time strategy adjustments. Explore advanced risk management tactics, from fraud detection algorithms to portfolio diversification, and discover how leading institutions are reshaping financial inclusion.
You'll also learn the latest digital marketing and personalization strategies that help financial institutions compete, as well as state-of-the-art digital fraud prevention technologies. Gain insights into managing liquidity in uncertain times and diversifying funding sources for optimized balance sheet management.
Whether you're a seasoned financial leader or an ambitious professional, this podcast equips you with the knowledge to thrive in the evolving consumer finance landscape. Featuring top decision-makers from banks, credit unions, fintechs, capital markets, and regulators, each episode offers practical advice, lessons learned, and strategies for growth.
Subscribe now to join a special community of financial visionaries and transform your approach to strategic planning, risk mitigation, loan portfolio growth, and income diversification. Discover innovative approaches to managing assets, anticipating market shifts, and expanding revenue streams.
About the Host:
As Upgrade’s CFO, Jeff is focused on building the finance, HR, and real estate functions to support the company’s growth.
Prior to co-founding Upgrade, Jeff built and led the Investor Group at Lending Club, sourcing more than $15 billion in capital from retail, institutional, and financial institutions. His role also involved managing platform funding, balancing investors with borrowers to fund loan products.
Before moving to the Bay Area, Jeff spent 8 years as an investment banker at Morgan Stanley, Greenhill, and SunTrust, where he provided M&A advice and raised capital, primarily for financial institutions.
Jeff holds an MBA from Harvard Business School and a BBA from The University of Georgia. In his free time, he enjoys skiing with his family and watching college football.
RESOURCE LINKS
Website: https://www.upgrade.com/
LinkedIn: https://www.linkedin.com/in/jbogan5/
6 에피소드
Manage episode 448037416 series 3611617
Are you ready to unlock the timely insights on consumer lending from industry leaders? Step into the world of cutting-edge financial innovation and balance sheet strategies with Consumer Lending Perspectives, the must-listen podcast for forward-thinking finance executives. In an era of rapid technological advancement and shifting consumer behaviors, staying ahead of the curve is essential.
Join host Jeff Bogan, CFO at Upgrade and a fintech veteran, as he brings you monthly episodes with C-Suite executives at the forefront of financial innovation. With over a decade of experience in investment banking and fintech, Jeff shares transformative insights into the most pressing issues facing financial leaders today.
We discuss underwriting techniques, loan portfolio management, consumer behavior and macroeconomic adverse selection, advancements in AI and machine learning for credit decisioning, and how big data is transforming real-time strategy adjustments. Explore advanced risk management tactics, from fraud detection algorithms to portfolio diversification, and discover how leading institutions are reshaping financial inclusion.
You'll also learn the latest digital marketing and personalization strategies that help financial institutions compete, as well as state-of-the-art digital fraud prevention technologies. Gain insights into managing liquidity in uncertain times and diversifying funding sources for optimized balance sheet management.
Whether you're a seasoned financial leader or an ambitious professional, this podcast equips you with the knowledge to thrive in the evolving consumer finance landscape. Featuring top decision-makers from banks, credit unions, fintechs, capital markets, and regulators, each episode offers practical advice, lessons learned, and strategies for growth.
Subscribe now to join a special community of financial visionaries and transform your approach to strategic planning, risk mitigation, loan portfolio growth, and income diversification. Discover innovative approaches to managing assets, anticipating market shifts, and expanding revenue streams.
About the Host:
As Upgrade’s CFO, Jeff is focused on building the finance, HR, and real estate functions to support the company’s growth.
Prior to co-founding Upgrade, Jeff built and led the Investor Group at Lending Club, sourcing more than $15 billion in capital from retail, institutional, and financial institutions. His role also involved managing platform funding, balancing investors with borrowers to fund loan products.
Before moving to the Bay Area, Jeff spent 8 years as an investment banker at Morgan Stanley, Greenhill, and SunTrust, where he provided M&A advice and raised capital, primarily for financial institutions.
Jeff holds an MBA from Harvard Business School and a BBA from The University of Georgia. In his free time, he enjoys skiing with his family and watching college football.
RESOURCE LINKS
Website: https://www.upgrade.com/
LinkedIn: https://www.linkedin.com/in/jbogan5/
6 에피소드
Todos los episodios
×
1 Ep 5 - Data Transparency and the Future of Consumer Lending with dv01 38:49

1 Ep 3 - Are We Seeing Recovery in Consumer Performance With Dr. Joseph Breeden 29:38

1 Ep 1 - Introduction to the Consumer Lending Perspectives with Host Jeff Bogan 3:51

1 Ep 2 - What is the Secondary Market Signaling About the State of Financial Institutions? 35:23
플레이어 FM에 오신것을 환영합니다!
플레이어 FM은 웹에서 고품질 팟캐스트를 검색하여 지금 바로 즐길 수 있도록 합니다. 최고의 팟캐스트 앱이며 Android, iPhone 및 웹에서도 작동합니다. 장치 간 구독 동기화를 위해 가입하세요.