Lucy Arellano Baglieri is the Chief Strategy Officer and Senior Vice President at Low Income Investment Fund. She oversees LIIF’s Strategy, Development and Public Affairs team, and leads the implementation of LIIF’s strategic plan and social justice initiatives. Prior to joining LIIF in 2020, she served as Chief Strategy Officer for the Mission Economic Development Agency (MEDA), leading the organization’s regional and national work focused on economic and racial equity initiatives in Latino and immigrant communities across the country. Her work draws on her own lived experience as a proud immigrant from Mexico and a career dedicated to communities facing the deepest inequities, working largely across Black and Latino communities.[...]

In this episode of Fundamental Fairness, we will uncover the top 3 Fintech industry trends that are expected to lead the conversation well into 2021 and beyond with Peter Renton, co-founder and Chairman of Lendit Fintech, Founder of Lend Academy.  Peter Renton is the co-founder of LendIt Fintech, the leading news and educational resource for the Fintech industry. He has been writing about this industry since 2010 and he is the author and creator of the Lend Academy Podcast, the first and most popular podcast on lending and fintech innovation. He is considered one of the world’s leading experts on marketplace lending and speaks regularly on the topic around the world.[...]

Elena is a FinTech entrepreneur with over twenty years of business development, sales, and management experience. Before TurnKey Lender she worked on several successful products in Silicon Valley and founded two companies where at different times she headed up finance, sales, and marketing. She often shares her expertise at industry events and in the media. For two consecutive years Elena was listed among the top 100 women in FinTech by Lattice80, and is named one of top 25 female leaders in financial technology in the 2020 Financial Technology Report.[...]

In this episode of Fundamental Fairness, we will dive into the future of banking with Saul Martinez, to unravel the digital transformation in a complex and rapidly changing world. Saul Martinez is currently a Managing Director at UBS and has 22 years of experience in equity research and investment banking at various Wall Street firms. Saul has led teams analyzing banks, consumer finance companies, and life insurers in the US and Latin America. Saul has a Masters in Public Affairs focused on Economics from the Princeton School of Public and International Affairs and he graduated summa cum laude from UCLA with a Bachelor’s degree in Political Science.[...]

Daniel Vogel is the Co-founder and CEO of Bitso. He is among the youngest entrepreneurs and leaders of technological innovation in Latam. Accompanied by a sense of social responsibility, Bitso has become a company committed to the development of efficient, competitive, accessible, and inclusive financial services in Latam. Daniel holds two degrees from Stanford University (BA in Economics, BS in Computer Systems Engineering) and a Master ́s degree in Business Administration (MBA) from Harvard Business School. In November 2016, Daniel was included in “Innovators under 35 Mexico 2016”, an award from MIT Technology Review. He has also received several awards such as the Global Endeavor Entrepreneur, Gold Winner MassChallenge 2016, 33 Most Innovative Startups in Mexico, Digital Leader Mexico, among others. Most recently, Bisto closed a $250M Series C Round, valuing the company at $2.2 Billion dollars. It’s worth noting for our audience, Daniel is a very close friend of mine and I am a proud early stage investor in Bitso.  So yes, I am biased![...]

COVID-19 has caused a major economic shock. To further explore the impact of COVID-19 on the small business landscape in the United States, we must turn our attention to how our nation responded to the need for economic recovery. According to a study conducted by professors at the NYU Stern School of Business, fintech lenders did a better job meeting intentions of the CARES Act providing over 400k PPP loans–saving more than 2 million jobs. In this episode of Fundamental Fairness, I will be tackling this topic of discussion with Brock Blake, founder, and CEO of Lendio. Brock Blake is the CEO and co-founder of Lendio, the leading small business finance solutions provider in the U.S. Brock believes that access to capital should be simpler and quicker for small business owners, and he’s built a successful company around solving this problem. Brock leads the team that has facilitated over $10B in loans to small businesses. An Inc. 500 CEO, national keynote speaker, and Forbes columnist, Brock’s dedication extend far beyond the boardroom. He has shaped a superior company culture with a humble and hungry team that is passionate about driving results and giving back. For every new loan facilitated on Lendio’s marketplace platform, Lendio Gives, an employee-contribution, and employer-matching program, provides a microloan to a low-income entrepreneur around the world through Kiva.org.  It’s also worth noting for the record, Camino Financial is a proud lending partner of Lendio. [...]

The GameStop, AMC, Blackberry are all retail stocks that have become the cause, symptom, and/or epicenter for much of what’s been going on in the market for months, if not years. What we saw happen earlier this year was an online war between members of a reddit subforum and hedge funds. From the availability of liquidity, to the role of short sellers, to regulation of free market trading among retail or robinhood investors, this sage leaves us with many more questions than answers. This week’s guest is Andres Garcia-Amaya to tease out answers related to this discussion.  Prior to starting the FinTech startup Zoe Financial, pairing financial advisors with individuals to better manage and build their financial wealth.  Andres was an Executive Director at JP Morgan Asset Management (JPAM) where he helped oversee $300bln in Assets. He is a CFA charter holder and obtained an MBA from the Wharton School at the University of Pennsylvania, where he received both the Joseph Wharton Fellowship for outstanding record of academic achievement, and the Toigo Foundation Fellowship.  Andres is frequently featured as a market expert and commentator on CNBC.[...]

How can a Biden-Harris administration elevate POC small business owners in the COVID Era?[...]

COVID-19 is presenting us with two crises, a health crisis and an economic crisis, especially with the public health crisis dramatically reducing economic activity and overall spending. Due to communities of color being hit the hardest, this pandemic has highlighted the US’s face of inequality and racism even more. Today, I sit down with Claire Kramer and Mark Madrid to discuss this and further impacts of COVID-19 on Black and Brown communities. Claire Kramer is the Assistant Vice President and Director of Community Development Analysis at the Federal Reserve Bank of New York. Claire leads a team that promotes economic opportunity by equipping community stakeholders with rigorous data analysis and tools to make impactful investments. One such example of this is the Small Business Credit Survey that was launched by the New York Fed and has been widely covered by the likes of Financial Times, Wall Street Journal, CNN, and more. Mark Madrid is the CEO of the Latino Business Action Network (LBAN). As a non-profit organization, LBAN focuses on strengthening the U.S. by improving the lives of Latinos, empowering Latino entrepreneurs to grow their businesses through research, education, and ecosystem development. After a successful career in banking, the 2008 Great Recession led Mark to chart a purposeful course, circling back to his Latino roots and harnessing the economic value of Latinos. This led him to launch the next era of his career.[...]

As President and Co-Founder of New American Funding a company that provides homeowners and future homeowners a variety of home financing options at competitive rates; fulfilling their needs in a manner that enhances their standard of living in realizing the American Dream. New American Funding is headquartered in Tustin, CA with 198 nationwide branches, and has 3,200+ employees. As a role model for women in business, she continues to guide the company in a progressive direction by creating a diverse and inclusive culture. Patty champions the underserved in the housing sector and leverages 39 years of mortgage experience as a national influencer and active servant in her community. Her expertise and influence extend to numerous committees within the industry, including the National Association of Hispanic Real Estate Professionals (NAHREP) the Housing Counseling Federal Advisory Committee (HCFAC) and the Mortgage Bankers Association (MBA) Affordable Homeownership Advisory Council. Patty is a former member of the Fannie Mae Affordable Housing Advisory Council and both Freddie Mac’s Community Lender Advisory Board and Affordable Housing Council. Outside the office and into the community, she currently serves on the National Park Foundation Board of Directors and is a member of the Executive Board of Big Brothers and Sisters (BBBS) Orange County. Patty is politically involved in the current and future states of mortgage banking, and visits Washington, D.C. to lobby on behalf of the industry and homeowners.ample, shaping both New American Funding and the housing industry overall.[...]