Former VP at Affirm Inc
- Operating environment for BNPL (buy now, pay later) providers – coronavirus impact and subsequent economic downturn
- Potential delinquencies, collections practices and loss rates in a recessionary environment
- Competitive positioning of Affirm, Klarna, Afterpay (ASX: APT), PayPal (NASDAQ: PYPL), QuadPay and others – threats to traditional lenders such as Synchrony (NYSE: SYF) and Alliance Data Systems (NYSE: ADS)
- Outlook for Q4 2020 and beyond, including potential consolidation on the horizon
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