Our fourth annual Finance Forum at The Ritz-Carlton in Charlotte, North Carolina is just weeks away.

The half-day program, scheduled for Thursday, October 17, begins with a welcome and keynote address at 12:30 p.m. and ends at 5:45 p.m., with a networking cocktail hour to follow. 

We had a record number of more than 500 attendees last year – all leaders in the real estate finance, financial services, investment management, private equity and legal communities.

This year’s program will feature a keynote address by North Carolina Attorney General Josh Stein, who will speak about the rising prominence of state AGs in enforcement and how this shifting power dynamic is impacting the financial industry.

In addition to AG Stein’s keynote address, the current agenda includes the following: 

Commercial Real Estate

• The CRE Borrower’s Perspective: What Now, What’s Next?
• CRE Lending Standards: Competing in a Late-Cycle Market
• CMBS Trends, Challenges and Opportunities
• State of Play: Focus on Commercial Real Estate CLOs and Bridge Lenders

Fund Finance

• Behind the Numbers: The 2019 Fund Finance Global Market
• A Conversation with Judith Erwin, CEO of Grasshopper Bank

Middle Market Lending

• Middle Market CLOs: Risks & Rewards
• Middle Market Traditional and Non-Traditional Lending: What’s Next?
• Bank Credit Processes: Everything You Always Wanted to Know (But Were Afraid to Ask)
• Middle Market Lender Financing: An Overview

Market and Regulatory Developments

• Talking LIBOR Transition: An Update from Industry Leaders
• Volcker 2.0: Key Takeaways
• Chapter 11 Bankruptcy: As a Sword and a Shield
• Government Enforcement and Litigation Trends in the Financial Industry

Speakers will include Cadwalader partners and leading practitioners from across the country.

There is no charge for the Finance Forum, and Cadwalader has arranged for very favorable hotel rates for Forum participants attending from out of town.

Click here to register for the Finance Forum.

Contact Cori Niemann for general information and hotel reservation information.