The new episode of the Praxio Fund Finance Expert Talk hosted by Michael Mbayi, with Anna-Lise Wisdom of Conyers is available!
SMAs are hot in 2025. One of the busiest aspects of our practice this year across many of our lender clients has been subscription facilities for separately managed accounts (“SMAs”). While these deals have been an important part of our practice for a long time, they have a popularity and velocity that we have not seen before, and we are on pace to close the most SMA facilities we have ever closed in a single year in 2025.
Our Ninth Annual Cadwalader Finance Forum is nearly here! This premier event on Wednesday, October 29 brings together industry leaders and experts for a day of networking and insightful discussions on the latest market trends and opportunities across various sectors, including commercial real estate, fund finance, leveraged finance, middle market lending, private credit, securitization and structured finance.
Cadwalader is pleased to announce that we are fast approaching some engaging events taking place during Charlotte Fund Finance Week, October 28–30 in Charlotte, NC, in collaboration with the Fund Finance Association. This year’s program promises to be a premier gathering for the fund finance community, bringing together education, insightful discussions, deal perspectives, and valuable networking, all in the heart of Charlotte!
Fund Finance Cares and the Fund Finance Association are excited to announce the inaugural Putter & Paddle Classic will take place on Thursday, October 30 in Charlotte, North Carolina! This unique event brings together two great games, golf and pickleball, for a day of fun, friendly competition, and community.
When taking security in a NAV facility, borrowers often operate within a corporate structure where portfolio investments are held by holding vehicle subsidiaries. These holding vehicles serve various purposes, including tax efficiency, risk management, and creating specialized structures for co-investing and accessing new markets.