San Jose
November 17, 2016
1 Day Event



GTR’s West Coast Trade & Working Capital Conference 2016 returned to San Jose for a second year to provide critical insights into working capital financing and optimization trends, the impact of global market conditions on trade and financing flows, and highlight the latest fintech developments across trade and corporate treasury.

Over 20 expert speakers, including fortune 500 corporates and leading trade fintechs shared their perspective via a number of interactive presentations and interviews.

“It was a fascinating day of discussion, highlighting some of the most innovative working capital solutions in the trade ecosystem, but also assessing where traditional techniques have retained their relevance for corporate financiers and treasurers”, says George Mitchell, Senior Conference Producer at GTR. “Our corporate sector speakers from both tech and soft commodities sectors agreed that the key to success in today’s business climate is utilizing the full range of financing and risk management options throughout the supply chain, from letters of credit to approved payables programmes and receivables financing structures”.

With an agenda geared towards best practice guidance, maximum audience participation and lively debate, the event provided valuable information for those looking to get ahead in the trade and working capital space.

Dedicated networking breaks provided ample opportunities for attendees to meet with the market’s primary decision makers, giving delegates the chance to become re-acquainted with old contacts and foster new working relationships with those in the industry.

Additional information

  • Click here to see a list of attending companies from 2015’s event.
  • View the discussion on social media with the official event hashtag #GTRWC.
  • Check out the 2015 event page here for details on last year’s successful event.
  • Dave Baartmans, Head of Strategic Trade Services, Wells Fargo
  • Jeff Botham, Chief Financial Officer, Fisher Nut Company
  • Moses Choi, Advisor & Director of Business Development, Tradle
  • Sunil George, Head of Structured Trade Finance, North America, Louis Dreyfus Commodities
  • Layla Hollender, Chief Executive Officer, Trade River USA
  • Inwha Huh, Head of Global Trade & Receivables Finance (GTRF), US & Canada, HSBC
  • Joon Kim, Global Head, Product & Portfolio Management, BNY Mellon
  • Glenn Kocher, Managing Director, LiquidX
  • Agatha Liberatore, Vice President & Senior Underwriter, Trade Receivables Insurance, XL Catlin
  • Steven Lotito, Managing Director, Head of Trade Finance, North America, MUFG Union Bank
  • Guillermo Gualino, Vice-President & Treasurer, Agilent Technologies
  • Charles Lundberg, Vice-President, Sales West Coast, DS Concept Factoring
  • Gary Mendell, President, Meridian Finance Group
  • Courtney Ring, Head, North American Sales, Taulia
  • Glenn Robins, Vice-President, Trade Credit, Allied World Specialty Insurance Company
  • Ken Rosenberg, Senior Vice-President & Manager, International Banking Department, Bridge Bank
  • Damaris Sardenberg, Senior Manager, Structured Finance, Treasury, Microsoft
  • Craig Schumann, Regional Director, Export Import Bank of the United States
  • Dave Skirzenski, Managing Director, Greensill Capital
  • Rob Stigall, Director & Product Sales Specialist Manager, Global Trade & Supply Chain Finance, Bank of America Merrill Lynch
  • Simon Streat, Vice-President, Product Strategy, Bolero
  • Kati Suominen, Founder and Chief Executive Officer, TradeUp Capital Fund; Business & Policy Entrepreneur; Author; Scholar
  • Dave Sutter, Chief Operating Officer, Fluent Network
  • Tim Swanson, Director of Market Research, R3 CEV
  • Mike Vaishnav, Senior Vice-President, Corporate Finance & Treasurer, Synnex


View the list of registered companies here.

Venue: Hyatt San Jose
Address: Hyatt San Jose, 282 S Almaden Blvd, San Jose, CA 95113, United States
Telephone/Fax: +1 408-998-0400



Email: George Mitchell at


Email: Peter Gubbins at


Email: Elisabeth Spry at

Sorry, this event has now expired and is no longer bookable.