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Chief Executives’ Lending Forum and Awards 2018

Venue The Waldorf Hilton, London

Date 15 March 2018

Chief Executives’ Lending Forum on 15th March 2018 was opened by The Rt Hon, the Lord Darling of Roulanish who delivered a keynote speech followed by a joint Q&A panel.

Alistair Darling served as Chancellor during the most turbulent and far-reaching economic crisis the world had seen for 60 years, and is universally regarded as having played a leading part in restoring stability to the global markets. He also led the cross-party campaign against an independent Scotland. Alistair offers a highly engaging and dispassionate account of what’s going on in the economy.

We brought together senior decision makers from leading British lending industry including asset finance leaders as well as new challengers in the market.  The evening hosted a gala dinner which revealed the winners of the UK Lending Awards 2018, celebrating excellence in lending industry.

The 2nd Chief Executives’ Lending Forum was an amazing opportunity for our delegates to take part of an in-depth interactive discussion around the key issues facing the lending industry in the UK in 2018 and beyond:

  • The state of the market 10 years on from the financial crash – Key learnings and future outlook
  • Market trends and the rising competition  in the UK lending market
  • What does the future hold for traditional banks?
  • Users perspective on asset finance and technology in consumer management
  • Achieving growth of SME banking by harnessing digital customer data
  • Policy update and review of regulatory parameters
  • A due diligence provider’s view on new product development
  • Sharing best practice in retaining and training employees:  What skills are relevant for the next decade?
  • Exploring the role of technology and evaluating how it will transform lending in the next 5 years

Top industry decision makers and innovators met to debate new strategies, regulations, business practices and current trends in the industry.

Why Attend?

  • Discuss current challenges with senior industry figures and benchmark your success
  • Network and share best practice with your peers in the lending community
  • Discover high level content and case studies delivered over four comprehensive sessions
  • Celebrate at our cocktail reception and awards dinner


Register Now:

This event is open to senior level executives within the industry by invitation only. If you are interested in attending, please contact Carlo Mancini to qualify your place:
T. +44 (0) 203 096 2582

Rate: Full day Conference & Dinner £995


Who should attend?

The annual event brings together decision-makers and specialists from a variety of key sectors, job titles include:

  • CEOs, CFOs, CIOs
  • Chief Sales Officers
  • Chief Innovation Officers
  • Chief Credit Officers
  • Managing Directors/Project Directors
  • Heads/Managers of Capital Markets
  • Heads of Asset Finance
  • Heads of Operations
  • Heads of Commercial Finance and Leasing
  • Heads of International Strategy
  • Heads of Financial Services
  • Heads of Consumer Finance
  • Heads of Marketing/Sales
  • Business Development Managers
  • Heads of Lease & Loan Insurance Services


  • Asset Finance and Leasing Companies
  • Technology Providers
  • Banks and Financial Institutions
  • Law firms
  • Consultants and Advisers
  • Financial Services Providers
  • Insurance Groups


Terms and Conditions
Changes and Cancellation

We reserve the right to change event details if necessary, although we will endeavor to keep all changes to a minimum. We will inform you as soon as possible of important changes, for example name or date changes.

Substitutions may be made in writing at any time and will incur no penalty fee. Cancellations without a substitute delegate that are received a month prior to the event will be subject to a 20% cancellation charge. Delegates cancelling after this date without a substitute delegate will be required to pay the full fee and no refund will be made. Cancellations must be received in writing or via email and will not be accepted over the phone.

Force Majeure

We reserve the right to cancel the event by reason of Force Majeure, included but not limited to fire, flood, extreme weather conditions, acts of war or violence, malicious damage, explosion, earthquake, strike, civil disturbances, political unrest, riot, labour dispute, power cuts or any other extraneous variable beyond Compelo’s control.

The Waldorf Hilton, London

This year’s Chief Executives’ Lending Forum & Awards visited the iconic Waldorf Hilton in London’s West End. Its central location and high end setting made it a perfect choice for this event. Delegates experienced top rate service while enjoying the beautifully restored historic event spaces.

The Waldorf Hilton, London is within walking distance of three London Underground stations – Covent Garden, Charing Cross and Holborn – and has great links to the rest of the Capital and beyond.

Rt Hon Lord Alistair Darling, Former Chancellor of the Exchequer
Alistair Darling served as Chancellor of the Exchequer from 2007 to 2010, during the  most turbulent and far-reaching economic crisis the world had seen for 60 years. He introduced the measures needed to avert a collapse of the banking system, and played a leading part in restoring stability to global financial markets. Alistair worked as a solicitor in Edinburgh before being called to the Scottish Bar and entering Parliament. He became Chief Secretary to the Treasury in Tony Blair’s first Cabinet, moving to Work & Pensions, then taking joint responsibility for the Scotland Office and the Department of Transport. His final role under Prime Minister Blair was at the helm of Trade & Industry, after which Gordon Brown promoted him to the Treasury. As Chancellor, Alistair Darling was widely credited with preventing recession from spiraling into a repeat of the Great Depression. By the time he left office, government borrowing was less than forecast, and unemployment and repossessions were both lower than many had anticipated. Looking forward he believes that Labour must stay in the centre ground, and that the country won’t be able to adapt to future needs unless both private and public sectors work together. In speeches he offers a dispassionate account of what’s going on in the world economy. Having left parliament after 28 years, and after leading the campaign to keep Scotland in the UK, Alistair now looks at the events in Westminster and the financial markets with a new perspective.

Cristina Alba-Ochoa, Chief Financial Officer, OakNorth Bank

Cristina sits on OakNorth’s board alongside our founder – Rishi Khosla and Joel Perlman – amongst others. She recently led our £244m investment round (primary and secondary) which saw the business valued at almost $1.3bn, making us the fastest financial services company to reach a unicorn valuation in UK or European history. Prior to joining OakNorth, Cristina spent several years at GE Capital International where she led a team of experienced senior finance managers and analysts who facilitated the management of over $100Bn worth of sales across multiple jurisdictions. She also oversaw the creation of GE Capital’s Centre of Excellence dedicated to cost analysis and forecasting, leading to a cost base reduction of $2Bn over three years. She was also CFO for the EMEA Leverage Finance Bank of GE, and prior to it she held several positions in finance and risk.

Tom Blomfield, CEO and Co-Founder, Monzo Bank

Tom is the CEO and Co-Founder of Monzo, a bank designed for your smartphone. Monzo has grown to 500,000 customers and employs 300 people in London. Tom previously founded GoCardless, a fintech startup that has gone on to raise $50m. In 2013, he was nominated as one of the Top 5 Entrepreneurs Under 30 by the European Commission.


Joanne Davis, Partner, Head of Asset & Consumer Finance, Locke Lord LLP

Joanne Davis is a Partner at Locke Lord LLP and Head of the Firm’s Asset, Leasing & Consumer Finance division in the UK. Jo is a leading UK leasing lawyer and handles a range of matters from financial services, consumer credit regulation and compliance to transactional matters, finance litigation and dispute resolution. Jo assists clients on new product innovation, product reviews and product launches in a variety of sales channels and offers general regulatory advisory services to include setting up UK consumer finance or leasing businesses that are new to regulation and financial services in the UK to corporate governance, approved persons and the senior managers’ regime. Jo is recognised in Chambers & Partners UK Wide and in the most recent Chambers Ranking (2017) Chambers stated Jo is “praised for her expertise in asset finance and consumer credit regulations. Clients are impressed with her ability ‘to apply that detailed knowledge and look at it through a more commercial lens.’

Marc Gaudart, Strategic Adviser, Validis

Marc has worked for the financial services industry for the last 25 years, serving leading organisations in the UK, Europe and America. Marc’s work has mainly centred around consumer and small business portfolios, developing new acquisition strategies, and implementing advanced customer management capabilities. He has also worked in other key business areas such as earnings improvement programs, branch network revitalisation programs, growth strategies design, M&A, etc. In particular, Marc has been at the forefront of developing, implementing and rolling-out analytics-based risk and marketing strategies that leading global banks are using successfully to improve their financial KPIs as well as customer service. Marc joined Experian in 1990, and held senior positions with the company across many countries. He joined McKinsey & company in 2000 and was a senior member of the firm’s Financial Institutions Group, based in London. He re-joined Experian Decision Analytics in 2003 and was in charge of its global consulting business until 2015. Marc is now an advisor and Non-Executive Director to several FinTech and analytics firms. This includes working with Validis and its lending clients to make best use of the Management Accounts data that is available via the Validis platform.

Simon Goldie, Head of Asset Finance, FLA

Simon joined the Finance & Leasing Association (FLA) as their Head of Asset Finance in May 2014. He is responsible for developing the FLA Asset Finance Division’s public policy work including dealing with regulation, legislation and Government initiatives that impact on the asset finance industry. He has taken a particular interest in funding for SMEs and developing best practice in the industry. Simon’s background is in public policy and communications. He has worked for membership bodies and the commercial sector including the Chartered Institute of Taxation, the Association of Consultancy and Engineering and LexisNexis.

Richard Jones, Chairman, FLA; Managing Director, Black Horse, Lloyds Banking Group

Richard Jones is Managing Director of Black Horse, Retail at Lloyds Banking Group and Chairman of the UK Finance & Leasing Association. Black Horse operates as a holistic financial partner to the UK auto sector, providing retail finance, wholesale stock lending and fleet finance solutions. Black Horse operates across over 6,000 dealers and also supports the development of international manufacturers in the UK market through a number of long term joint venture and partnership relationships. Richard is a member of the senior leadership of Lloyds Banking Group and a member of the Lloyds Retail Management team. Prior to joining Black Horse, Richard’s previous role was within the Insurance division of Lloyds Banking Group. A member of the Insurance Executive team he was accountable for the Retirement, Bancassurance and Protection business units.

Ricky Knox, CEO and Founder, Tandem Bank

Ricky Knox is a serial entrepreneur and investor. He has built five technology disruptors in fintech and telecoms, each of which also does a bit of good for the world. Ricky is currently building the customer champion digital bank of the future, but has previously disrupted remittances with Azimo and Small World (the 6th largest remitter in the world), FX and Mobile Telecoms.  Ricky is also Managing Partner at Hexagon Partners, a specialist private equity firm which invests in Financial Technology. Ricky has a first class degree from Bristol University and an MBA from INSEAD.

Kieran Marshall, Head of Asset Based Lending, AIB

Kieran Marshall has over 30 years’ experience in the financial services sector, holding senior management positions across multiple functions and businesses both domestic and international. At AIB, he has held senior management positions as head of operations, head of new business acquisitions and head of corporate leasing. Prior to joining AIB, Kieran was head of Corporate & Institutional (C&I) Banking in Danske Bank.

Jon Maycock, Managing Director, Asset Finance, Hampshire Trust Bank

Jon joined Hampshire Trust Bank in January 2017 to lead the transformation of its Asset Finance business. Since joining, Hampshire Trust Bank’s Asset Finance division has grown significantly across both Broker and Wholesale markets, the team has implemented a brand new front office system and broker portal and continue to develop their franchise. Prior to joining Hampshire Trust Bank, Jon was Commercial Director for the Asset Finance and Wholesale Finance division at Aldermore Bank where he spent three years building the origination to over £1bn per annum. Before that he spent 10 years with GE Capital in a variety of roles, including Capital Markets, M&A and latterly as Commercial Director for its Asset Finance business. Jon holds a degree in Economics from Exeter University and is a keen sportsman and family man.

Tarun Mistry, Director, T.Mistry & Associates Limited

Tarun has focused on the alternative lending sector for almost 30 years. As a chartered accountant he worked in the industry as finance director for various lending businesses across the credit spectrum and at various stages of their business cycle from start-up to mature to distressed entities. He subsequently established a specialist sector advisory practice at Grant Thornton. This team initially focused on creditor advisory work in distressed environments and then ultimately developed into a practice that provided a full range of transactional advisory services (due diligence, M&A, fund raising and strategic advisory services). Included within his client base were lenders, intermediaries, debt providers and equity investors. He has recently established an independent advisory practice to continue to support the industry grow and deliver value. Tarun also was a Founding Director of the Leasing Foundation and is a Patron of the Asset Finance Professionals Association.  He is also a member of the board of the Institute of Chartered Accountants in England & Wales Financial Services Faculty and member of Freeman of the City of London through the Worshipful Company of Chartered Accountants in England & Wales.

Nathan Mollett, Director of Asset Finance, Metro Bank

Nathan Mollett is Director of Asset Finance at Metro Bank, Britain’s first new high street bank in 100 years. Nathan joined Metro Bank in April 2015 and is responsible for the management and oversight of the bank’s rapidly growing asset finance business. His role focuses on growing lending volumes through the development of partnerships with professional intermediaries and by working directly with the bank’s business customers and commercial lending teams. Nathan is passionate about applying Metro Bank’s values around customer experience, fair finance, and inclusivity into the asset finance sector. Prior to joining Metro Nathan worked at Syscap (Wesleyan Bank) for 17 years with responsibility for their Vendor Finance business. Nathan is also a director of the Leasing Foundation, an organisation that supports the leasing and asset finance industry through charitable activities, research and development. When not at work Nathan enjoys family time with his wife and 3 children, is a supporter of Crystal Palace FC, and competes in triathlons and marathons for fun.

John Phillipou, CEO, PEAC Finance

John Phillipou joined PEAC as Chief Executive Officer in May 2017. With more than 25 years’ experience in asset finance, he has also managed insurance businesses in parallel and held several board positions in both UK based and international leasing companies. Prior to joining PEAC, John worked at Deutsche Leasing where he successfully developed his career holding key senior leadership positions including MD of the UK & Ireland businesses. Notably, he was also Managing Director of the international business, overseeing 23 country subsidiaries spread across 4 continents. John has an extensive background in vendor business having worked for a manufacturer-owned finance company earlier in his career. This ability to bridge the financial needs of an OEM with the customer funding requirements in any given market has allowed John to develop business relationships across many industry fields.

Dave Pickering, Chief Executive, Lending Standards Board

Dave joined the LSB in July 2013 as Compliance Director and is now Chief Executive.  Dave’s main responsibility is to lead the LSB, implementing the strategy and ensuring delivery of its objectives. This includes extending the reach of the Standards, increasing the number of registered firms and delivering the oversight strategy, with the focus on good consumer outcomes. Dave was instrumental in enabling debt collection and debt purchase firms to become registered and oversaw the transition from the Lending Code to the Standards of Lending Practice. Following the launch of the personal Standards in July 2016, Dave’s first major initiative as CEO was delivery of the business Standards, which launched in March 2017, covering lending to SMEs up to £6.5m turnover. Prior to joining the LSB, Dave spent 24 years at Nationwide Building Society where he held a number of senior positions in internal audit and latterly in compliance.

Nathan Snell, Chief Innovation Officer, nCino

Nathan Snell brings a breadth of technology expertise and experience to nCino as a founding team member. As chief innovation officer, he leads the evolution of the Bank Operating System. Prior to nCino, Nathan served as system architect and product manager at Live Oak Bank. Before this, he was vice president of technology for National Speed. Nathan has advised numerous corporations, including The New York Times and Redbox, on technology strategy. He earned his bachelor of science in entrepreneurship from the University of North Carolina Wilmington.

Keith Softly, Head of Fixed Assets – Product, Lloyds Banking Group

Keith is the Head of Asset and Invoice Finance product and is part of the product leadership team within Global Transaction Banking (GTB) at Lloyds Bank. He works closely with the sales businesses and together they serve SME, mid market and global corporate clients with a variety of asset finance and working capital solutions. Keith is also a member of the UK Finance Product board executive for Invoice Finance. Prior to joining Lloyds Keith was Head of Strategy and Product Development at Lombard and started his career in the asset finance industry as a graduate at Schroder Leasing.

Elliot Storey, Director, Partnerships, Orchard Platform

Elliot has spent his career bringing digital innovation through implementation of disruptive technology to various industries, most recently to the lending industry as Director of Partnerships at Orchard Platform, a leading provider of capital management software, analytics tools and transactional infrastructure to non-bank and bank lenders. Prior to Orchard, Elliot was a key member of the online advertising technology platform Admeld, acquired by Google for $400m in 2011, and Sociomantic Labs, a real time bidding technology platform for advertisers acquired by dunnhumby, the customer science company and wholly owned subsidiary of Tesco PLC, in 2014.

Lindsay Town, Chief Executive, IAA Advisory

Lindsay has over forty years’ asset finance experience having been involved in sectors ranging from high value international to point of sale small ticket and consumer. He has dealt with most asset types, ranging from aerospace and marine through to IT and auto.  Lindsay has worked both in the UK and USA, having held senior roles in various organisations including Barclays, Lloyds and PricewaterhouseCoopers. Prior to his current role, he led one of the largest UK asset finance businesses at HBOS.  He is now Chairman of IAA-Advisory, focussing on supporting the development of the industry through a range of services from strategic and M&A work to funding and capital markets options. Lindsay was previously a board member of the Finance and Leasing Association and is a Fellow of the Chartered Institute of Bankers in Scotland.

Graham Toy, CEO, NACFB

Graham Toy is the Chief Executive Officer of the National Association of Commercial Finance Brokers (NACFB). This trade body has been in existence for 25 years and has over 800 Members embracing 1500 introducers. The aim of the Association is to partner its Members to foster professional expertise and embrace the highest industry and regulatory standards. The Association also works on collaboration between Members and over 130 lenders who support the operation as Patrons. Graham has spent over 40 years in the commercial lending industry working for Barclays, Santander and Yorkshire Building Society. He has experience working as a lender in both sales and risk for clearing banks and a mutual. He is also a Non-executive Director of the Charities Aid Foundation Bank.

Gary Wilkinson, CEO and Co-Founder, Redwood Bank

Gary is the Chief Executive Officer and Co-Founder of Redwood Bank, Britain’s newest business bank specialising in lending and savings. Gary has 30 years’ experience within financial services, in both the banking and building society sectors. He has held senior positions at Alliance & Leicester Plc, Nationwide Building Society and Newcastle Building Society before joining Pensions Bank in September 2010 as Chief Executive Officer. The assets and undertaking of Pensions bank was then transferred to Cambridge & Counties Bank, which obtained a new banking licence in 2012, with Gary as its Chief Executive Officer. As well as being the Chief Executive Officer of Redwood Bank, which obtained its banking licence in 2017, he is currently also a Non-Executive Director and Chair of the Risk Committee of Hinckley & Rugby Building Society.


Exclusive Awards Partner


Alfa is a global supplier of asset and motor finance software and consultancy services, with an exceptional project delivery record. Alfa Systems, our class-leading software solution, delivers proven functionality using the latest technology standards. Delivered using a robust project implementation methodology, Alfa Systems is used by leading asset finance businesses for full-lifecycle management of portfolios ranging from the most complex structured loans to high-volume flow transactions, in any country, language and currency. Alfa has offices all over Europe, Asia-Pacific and the United States.


Bronze Partner

Locke Lord

Locke Lord is a full-service, international law firm of 20 offices designed to meet clients’ needs around the world. The Firm has a history that spans more than 130 years and is a worldwide leader in the middle market sector. Locke Lord’s London office advises major corporations, financial institutions, individuals and overseas-based investors in the areas of asset finance, banking and finance, capital markets, M&A, dispute resolution, employment, energy, financial services, general commercial, insurance and reinsurance, intellectual property, real estate, and restructuring and insolvency. Locke Lord’s London office serves clients in the UK, United States, Europe, the Middle East, Africa and Asia.


Bronze Partner


nCino is the worldwide leader in cloud banking. With its Bank Operating System, built on the Salesforce platform, financial institutions can deliver the speed and digital experience that customers expect, backed by the quality and transparency that bankers need. Follow @nCino or visit our website.

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Bronze Partner

Orchard Platform

Orchard is a leading provider of data, technology, and software to the online lending industry. Founded in New York City in 2013, Orchard is building the infrastructure to power the many interactions between originators and institutional investors and help grow online lending into an efficient, transparent, and global financial market. Orchard has been named to the Next Billion Dollar Startups list, produces the Orchard US Consumer Marketplace Lending Index — the only industry-wide benchmark distributed on the Bloomberg Professional service — and is recognized for its technical and analytical thought leadership as explored on its blog.


Bronze Partner


Validis is a unique data extraction technology that enables SMEs to share their accounting information easily and securely with global accountancy firms, banks and alternative finance providers.

The software extracts a full historical, transactional level data set from both online and offline accounting packages and standardises it into one single format in under 10 minutes, saving significant time and resource for both the accountancy firm and the SME clients they service.

Our accountancy clients use our software to improve the efficiency, productivity and accuracy of their financial review processes across audit, tax, corporate finance, insolvency, forensics and more.

AIB logo 1 (002)

Table Host

AIB Bank

AIB Finance & Leasing (F&L) is the specialised Asset & Invoice finance division of AIB PLC. As an established business unit within Retail & Commercial Banking, F&L is focussed on retaining its position as the premier provider of asset finance & working capital solutions to Personal, SME & Corporate customers. We understand businesses require repayment flexibility to match cashflows and offer a range of fixed and variable solutions for assets such as Motor Vehicles, Plant, Equipment, and manufacturing, Heavy Goods Vehicles, Coaches and various others. Our working capital solutions include short term propositions such as Insurance Premium Finance, Prompt Pay & Asset Stocking Finance. We deliver our business through our relationship management network via our Retail, Commercial, Corporate, and Direct channels whilst also partnering with Vendors & Intermediaries. It is a customer facing business with full responsibility for managing AIB’s Asset Finance and Invoice Finance proposition. The Business Services team supports the wider (F&L) unit through the creation of efficient back office processes and procedures. It incorporates the Invoice Finance Client Relations , Risk, Compliance, Vendor/Intermediary support, Operational end to end processes for the business thereby enabling delivery of scalable and market leading customer experiences. AIB Finance & Leasing is market leader in Agri & SME asset finance in the Irish market.


Table Host

Volvo Financial Services

A global partner
We offer financial solutions to customers that buy a Volvo Group product. We are part of the Volvo Group. So we know your vehicles, your equipment and your industry. We understand your business therefore, we can offer a customised solution from a global partner you can trust.

A complete solution
From a single unit to an entire fleet. new or used. You can get a total solution for your   business. Your vehicle or machine, parts & service, finance and insurance all in one offer. A Volvo Group offer. And you get the strength of a provider who will support you
in good and challenging times. Every step of the way.

Easy to work with
With tailored financial and insurance solutions we provide everything a customer needs for success in one stop-shop fashion, directly through your dealership. Exclusive finance programs are also available to Volvo Group customers and equipment purchases of all sizes.

We are easy to do business with. We operate fast. Our services are conveniently available through your local dealer. You will get a customised solution you can rely on.

Volvo Financial Services
– Don’t settle for less.


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In association with

CPD Certified Event


The Chief Executives’ Lending Forum Awards 2018 took place on 15th March 2018, at the Waldorf Hotel in London.

Exclusively sponsored by Alfa, the leading supplier of software solutions and consultancy services to top asset finance organisations worldwide, the awards recognised the achievements of the UK asset finance and lending industry in 2017.

Corporate Finance Intermediary

A good intermediary serves its clients and its funder panel, placing deals for the right reasons to serve its customers. The ideal model shows a business that cares about the post transaction aspects and has a strong quality ethic to its business dealings. In the current challenging markets it demonstrates an ability to grow, develop customer offerings that are relevant and has a risk and performance culture that is respected internally as well as externally.

For this award judges will be looking at:

  • Sustainable year on year business growth (not scale, but progression) measured over 5 years.
  • Endorsement from the intermediary’s key funding panel members, speaking to risk quality, after-sales service and customer care.
  • Evidence of lender endorsements via example transactions, showing where the deals have gone, favouring real service over simple placement.
  • Clear demonstration of their ability in developing people
    Examples of “added value” and how the intermediary turns transactions and relationships into viable business where others could not.
  • How the intermediary builds quality and sustainable relationships, with vendors and manufacturers, or on a regional focus.

Corporate Finance Legal Provider

The stand-out firms are those that lead thinking, add value back to the industry and challenge the status quo while offering an exemplary service on top of their legal knowledge. Corporate finance must be a core discipline and demand a real focus from the firm.

For this award, the judges will consider:

  • Team focus – is it a specialised corporate finance legal team? Can it clearly bring in other disciplines where needed?
  • People development – does the legal provider demonstrate a development culture and do they bring on (and attract) strong new talent.
  • Thought Development – is the firm proactive in challenging and informing the industry.
  • The intermediary’s client satisfaction and market reputation.
  • Growth of profile and capability; has the firm built on its successes and made inroads into developing its service reach and client capability.

SME Champion

This award recognises UK asset finance lenders and lending organisations such as Challenger Banks, P2P lenders, Fintech platforms, Private Equity and Alternative Finance companies that that directly engage in supporting the SME market, beyond volume picked up via wholesale/intermediary type operations.

For this award, the judges will consider:

  • Demonstrable interest in the SME markets, beyond the provision of finance
  • Clear endorsement from clients
  • Consistent growth and commitment to the SME market
  • Examples of demonstrating creativity and addressing SME market demands in imaginative ways

Captive Finance Provider

This award is open to nominations for the captive finance houses of any commercial lender. This award recognises real focus on the captive’s efforts in supporting the parent and developing solutions that are relevant. Support through all parts of the economic cycle is a critical feature and the lessor should be able to demonstrate how they use their skills to improve the products and services to assist sales and create additional value.

For this award, judges will consider:

  • Degree of finance penetration both in absolute terms and also as a percentage of parent sales
  • Demonstrating a commitment to support through all stages of the economic cycle and finding creative solutions to challenges (e.g. difficult markets/locations)
  • Creativity in product design, implementation and in service, both to the parent and also to the customer
  • Evidence of the strength of the Parent/Lessor relationship showing how they work “hand in glove” to add additional value to the customer and additional value to their group.

High Value and Structured Asset Finance Provider

This award recognises UK asset finance lenders and lending organisations who specialise in the provision of high ticket value and complex transactions, using the principles of the asset finance and leasing industry to build and deliver bespoke solutions for major assets and projects. The focus of the judges will be substantially on the technical expertise and innovation demonstrated by nominated organisations in delivering solutions for their clients.

For this award, the judges will consider:

  • Normally executes single asset/project transactions in excess of £20M (but not always in Sterling)
  • Frequently deploys bespoke or one off solutions to solve clients’ needs
  • Works across product or sector divisions to provide effective products (e.g. use of capital markets, export finance techniques, project finance techniques, etc)
  • Will frequently look at transactions involving one or more non-UK jurisdictions (e.g. marine, rail, aerospace, infrastructure)
  • Does not necessarily have the word “leasing” in its title but uses the risk and structural approach of the sector

Middle Ticket Corporate Finance Provider

To qualify for this award, lessors must be writing business in the £5M to €20m range In this sector, asset knowledge, risk appreciation, skilled structuring and commitment to the sector are all important features.

For this award, the judges will consider:

  • Demonstrable commitment to the middle ticket sector as shown by sustained and growing business volumes over time
  • Asset or sector specialisation where true expertise has been created
  • Evidence of creative product or service approaches. This could be shown in how other products or services have been combined into an asset finance product (e.g. export finance, EIB or similar funding programmes etc.)
  • Commitment to the middle ticket sector that spans geographic boundaries
  • Commitment to developing the skills and capability to grow the middle ticket asset finance product

Innovation in Lending

This award is meant to recognise a policy, product or lending related site or application that pushes the envelope on how commercial lessors relate to their customers. Not designed simply for ‘e-signatures’ or a back-room platform change, this award must impress the judges with its technological expertise and its novelty.

For this award, the judges will consider:

  • The judges must understand, through a convincing narrative, about the genesis of the product or site, and about how it is new or differentiates itself from previous digital innovations.
  • Evidence must be provided on how the innovation improves the customer experience, or allows an improvement on costs, speed of transaction or response and communication.
  • Evidence of commercial advantage through the innovation is encouraged.
  • Potential developments as well as implemented innovations qualify; eg regarding data quality, the use of block chain/distributed ledger technology in the areas of document and asset verification could qualify, as much as a client facing site or direct platform innovation, or an efficiency in the speed of service.

Diversity & Inclusion Award

The Diversity and Inclusion Award winner will demonstrate an exceptional understanding of diversity and inclusiveness beyond the call of duty as represented by the following criteria:

  • Enhances inclusion through positive communication between persons of different backgrounds
  • Develops innovative methods for increasing and valuing diversity through wide-ranging activities
  • Demonstrates outstanding efforts to promote an environment free from bias and discrimination
  • Organizes, creates and facilitates various academic or community events promoting diversity, respect, and inclusiveness.

Future Chief Executive of the Year

The Future Chief Executive of the Year category will recognise someone under 40 years of age in 2017 who has demonstrated the depth of their talent and the breadth of their expertise in the corporate/commercial lending industry. The winner will be someone who peers recognise as being a pivotal member of the team (and company), and with a stellar trajectory across their career path.

Chief Executive of the Year

This prestigious award goes to an individual who is helping to build and to shape the lending industry, their contribution will be driving new developments and they will have successfully steered companies and mentored colleagues through challenges. Strategic leadership within their organization will be a key factor of their working ethic, and they will be a top influencer among their peers, and with the wider business community. The Chief Executive of the Year award recognizes talent, tenacity and the winner will be a driving force within the industry.

The finalists for this year’s Chief Executives’ Lending Forum Awards are….

SME Champion – Bank Owned

Close Brothers

Lloyds Bank

Metro Bank



SME Champion – Non-Bank Owned

Hitatchi Capital


Midlands Asset Finance

Siemens Financial Services



Captive Finance Provider

JCB Finance



Middle Ticket Corporate Finance Provider


Close Brothers


Innovation in Lending


Corporate Asset Solutions

Hitatchi Capital

Checked Safe

Simply Asset Finance



Diversity & Inclusion Award

Metro Bank

Siemens Financial Services



This year’s winners of Chief Executives’ Lending Forum Awards were…

SME Champion – Bank Owned

Metro Bank

SME Champion – Non-Bank Owned

Hitachi Capital

Capital Finance Provider

JCB Finance

Middle Ticket Corporate Finance Provider


Innovation in Lending


Diversity & Inclusion

Metro Bank

Chief Executive of the Year

Roger Skinner

Brian Cantwell, Editor, Leasing Life

Brian Cantwell became the editor of Leasing Life in 2014. Prior to covering asset finance and leasing, he covered the global private equity secondaries market; before that he reported on UK pensions, tax and personal finance. He holds a Masters in History from Gonville and Caius College, Cambridge University. Migrating from his native Newcastle Upon Tyne to London, he trained in Journalism with the National College for the Training of Journalists (NCTJ) at Lambeth College in south London, where he has lived since 2008.

Joanne Davis, Partner, Locke Lord LLP

Joanne Davis is a Partner at Locke Lord LLP and Head of the Firm’s Asset, Leasing & Consumer Finance division in the UK.  Jo is a leading UK leasing lawyer and handles a range of matters from financial services, consumer credit regulation and compliance to transactional matters, finance litigation and dispute resolution. Jo assists clients on new product innovation, product reviews and product launches in a variety of sales channels and offers general regulatory advisory services to include setting up UK consumer finance or leasing businesses that are new to regulation and financial services in the UK to corporate governance, approved persons and the senior managers’ regime.

Tarun Mistry ACA, Consultant to the Lending sector

Tarun leads his own advisory practice specialising in transactional work in the lending sector.  Prior to this he lead Grant Thornton’s Financial Services Corporate Finance practice with a focus on alternative and specialty lending sectors.  In recent years Tarun has advised on most of the M&A transactions in the leasing and retail lending sector. Tarun was a founding director of the Leasing Foundation, is currently a Patron of the Asset Finance Professionals Association and is a member of the Financial Services Faculty board of the Institute of Chartered Accountants in England and Wales.

Lindsay Town, Chief Executive and Chairman, IAA Advisory

Lindsay has over forty years’ asset finance experience having been involved in sectors ranging from high value international to point of sale small ticket and consumer finance. He has dealt with most asset types, ranging from aerospace and marine through to IT and auto.  Lindsay has worked both in the UK and USA, having held senior roles in various organisations including Barclays, Lloyds and PricewaterhouseCoopers.  Prior his current role, he led one of the largest UK asset finance businesses at HBOS.  Lindsay is now chief executive of IAA-Advisory, focussing on supporting the development of the industry through a range of services from strategic and M&A work to funding and capital markets options.  He was previously a board member of the Finance and Leasing Association and is a Fellow of the Chartered Institute of Bankers in Scotland.

The Chief Executives’ Lending Forum London 2018 agenda uncovered the latest cutting edge developments, challenges and opportunities of the industry in the UK lending market. Inspirational keynote presentations, practical case studies, topic-centric roundtables and panel discussions, as well as interactive Q&A sessions were structured to maximise participant engagement and promote opportunities for future business development across the value chain.



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