Cadwalader Finance Forum 2017

Cadwalader hosted its second annual Finance Forum in Charlotte, North Carolina in November 2017, gathering more than 400 industry leaders in the asset-based lending, commercial real estate, fund finance and securitization markets for panel discussions covering opportunities and emerging trends in those areas.

Panel Topics

  • Blockchain and Commercial Finance: New Technologies, New Opportunities
  • The CLO Market: Current Issues and Trends 
  • Comeback Time for Residential Mortgages and RMBS
  • Commercial Real Estate CLOs: The Year in Review
  • European Market Update
  • Fund Finance Market Update
  • Improving CMBS from the Inside Out
  • Middle Market Lending: Looking Back, Looking Ahead
  • NAV and Hybrid Loan Facilities: Current Issues and Trends
  • Politics and Finance – Regulation of Finance in the Trump Era
  • Recent Litigation and Enforcement Trends in the Financial Sector
  • The Secondary Market: Buying and Selling Subordinate Debt
  • Trends and Challenges in Commercial Real Estate Finance
  • Washington Insights: A Look at Pending Regulatory & Legislative Updates
  • Women in Finance – What’s Working and What’s Not?

Featured Panelists

  • Randy Ahlgren, Vice President, Wells Fargo
  • Stefanos Arethas, Head of Origination, Credit Suisse
  • Kevin Batteh, Partner, Delta Strategy Group
  • George Beckwith, Chief Financial Officer, National Gypsum Company
  • Andy Blocker, Executive Vice President, Public Policy and Advocacy, SIFMA
  • Richard Bosek, Managing Director, Debt Capital Markets, Wells Fargo
  • Deanne Brand, Vice President, Park Hotels & Resorts
  • Leland Bunch, Managing Director, Bank of America
  • Sairah Burki, Senior Director, ABS Policy, SFIG
  • Frank Byrne, Senior Vice President, Bank of America
  • Brian Carey, Executive Director, JPMorgan 
  • Joan Cheney, Senior Manager, Treasury & Liquidity Risk Management, Deloitte
  • Matthew Cohen, Principal, Mesa West Capital
  • James Conopask, Managing Director, Good Hill Partners
  • Thomas Cosenza, Executive Director, JPMorgan 
  • Pratap Dasgupta, Senior Managing Director, Fund Linked Products, Macquarie
  • Maureen Dollinger O'Connor, Vice President - Financial Crime Legal, Barclays
  • Missy Dolski, Director, Varde Partners
  • David Eckels, Senior Vice President, Midland Loan Services
  • Michael Flood, Deputy Executive Director, CREFC
  • Ron Franklin, Partner, Corporate, Proskauer
  • Terrence Gregersen, Executive Director, Natixis
  • Anuj Gupta, Managing Director, Waterfall Asset Management
  • Daniel Jacobson, Portfolio Manager, AEW Capital Management
  • Jeff Jaenicke, Managing Director, Head of Fund Linked Products Financing, Credit Suisse
  • Jeffrey Johnston, Managing Director, Wells Fargo
  • Laurie Lawler, Managing Director, HSBC
  • Catherine Matthews, Director and Senior Trader, Covenant Credit Partners
  • Alessandra McKell, Director, Private Equity Fund Finance, Investec
  • Deryk Meherik, Vice President/Senior Credit Officer, Moody's
  • Matthew Nichols, Chief Executive Officer, Deephaven Mortgage
  • Jason Nick, Deputy CIO, Private Securities, Starwood Property Trust
  • David O'Reilly, Chief Financial Officer, Howard Hughes Corporation
  • Anders Persson, Managing Director, TIAA
  • Melissa Ricco, Managing Director, Barings
  • Allan Schmitt, Managing Director, Wells Fargo
  • Allen Shifflet, Managing Director, Bank of America
  • Kunal Singh, Managing Director, JPMorgan 
  • Dee Dee Sklar, Managing Director, Head of Subscription Finance Asset-Backed Finance, Wells Fargo
  • Jonathan Spiegel, Transaction Management Attorney, Morgan Stanley
  • David Spotts, Senior Vice President, Midland Loan Services, Inc.
  • Lisa Traylor, Managing Director, Wells Fargo
  • Tess Virmani, Associate General Counsel, LSTA
  • Laura Warner, Managing Director, Fifth Third Bank
  • Richard Wheelahan, General Counsel & Chief Compliance Officer, Capitala Group
  • Robert Wood, Managing Director, Subscription Finance, Bank of America