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Cadwalader Finance Forum 2019
Cadwalader hosted its fourth annual Finance Forum in Charlotte, North Carolina in October 2019, gathering more than 500 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
- A Conversation with Judith Erwin, CEO of Grasshopper Bank
- Bank Credit Processes: Everything You Always Wanted to Know (*But Were Afraid to Ask)
- Bankruptcy Remote Deal Structuring: From the Legal and Business Perspective
- Behind the Numbers: The 2019 Fund Finance Global Market
- CLO Roundtable
- CMBS Trends, Challenges and Opportunities
- The CRE Borrower’s Perspective: What Now, What’s Next?
- CRE Lending Standards: Competing in a Late-Cycle Market
- Government Enforcement and Litigation Trends in the Financial Industry
- Middle Market Traditional and Non-Traditional Lending: What’s Next?
- Middle Market Lender Financing: An Overview
- State of Play: Focus on Commercial Real Estate CLOs and Bridge Lenders
- Talking LIBOR Transition: An Update From Industry Leaders
- Volcker 2.0: Key Takeaways
Featured Panelists
- Stefanos Arethas, Head of CRE Origination, Credit Suisse
- Kevin Bertelsen, Senior Vice President, Fifth Third Bank
- Marc Boatwright, Managing Director, Syndicated Bank Loan Group, AIG
- Doug Bollermann, Managing Director, Stellus Capital Management
- Thomas Cassino, Executive Director, JPMorgan
- Roy Chun, Managing Director, Head of CMBS Surveillance Group, KBRA
- Zachary Cohn, Senior Vice President, Brookfield Asset Management
- Doug Cooper, Chief Investment Officer - Debt, CW Financial Services
- Missy Dolski, Head of North America Capital Markets, Värde Partners
- Kathleen Gleason Donovan, Managing Director and Head of Underwriting, UBS
- Amie Edwards, Managing Director, Wholesale Credit Strategy, Bank of America
- Judith Erwin, Chief Executive Officer, Grasshopper Bank
- Will Farr, Senior Portfolio Manager, Gulf Stream Asset Management
- James Ford, Managing Director, SunTrust Robinson Humphrey
- Christopher Haas, Managing Director and Associate General Counsel, Bank of America
- Terry Harris, Head of Portfolio Management, Global Private Finance, Barings
- Christopher Killian, Managing Director, Securitization and Corporate Credit, SIFMA
- Robert Koontz, Senior Vice President, Multifamily Capital Markets, Freddie Mac
- Spencer Langston, LIBOR Transition Office, Derivatives Lead, Wells Fargo
- Chuck Lee, Head of CRE Securitization and Warehouse Finance, Credit Suisse
- Kelly Lineberger, Principal, Origination and Capital Markets, Ridgemont Equity Partners
- Will Lloyd, Managing Director, Bank of America
- John Marshall Mosser, Corporate Counsel, Global Lending Services
- Cece Baute Mavico, Senior Vice President and Associate Counsel, Head of Regulatory Inquiries and Strategy, LPL Financial
- Matthew McCarthy, Vice President and Senior Corporate Counsel, U.S. Bank
- James Millon, Executive Vice President, Debt and Structured Finance, CBRE
- Sanjeev Mordani, Managing Director, Americas Head of Structured Finance, Barclays
- David Nass, Managing Director, Head of Real Estate Finance, UBS
- Leah Nivison, Managing Director, Head of CMBS Securitization Team, Goldman Sachs
- Aashh Parekh, Managing Director and Portfolio Manager, Global Fixed Income, Nuveen
- Lisa Pendergast, Executive Director, CREFC
- Ben Price, Director and Assistant General Counsel, ORIX
- John Rhee, Managing Director, Structured Real Estate, Wells Fargo
- Stephen Riddell, Chief Investment Officer, Redding Ridge Asset Management
- Jason Ruckman, Managing Director, TPG Real Estate Finance Trust
- Sabrina Rusnak-Carlson, General Counsel and Chief Compliance Officer, THL Credit
- Allan Schmitt, Managing Director, Corporate Debt Finance, Wells Fargo
- Lane Shea, Managing Director, Harbor Group
- Robert Sitman, Managing Director, Blackstone Real Estate Debt Strategies, The Blackstone Group
- Josh Stein, Attorney General of North Carolina, State of North Carolina
- Brian Strout, Managing Director, Head of the Capital Markets Corporate Finance Diversified Industries Group, BB&T Capital Markets
- John Timperio, Partner, Dechert
- Robert Verrone, Principal Owner and Founder, Iron Hound
- Tess Virmani, Associate General Counsel, Senior Vice President of Public Policy, LSTA
- Michael Walsh, Director and Assistant General Counsel, Barings
- Jerry Wells, Director, Regions Bank
- Larry Wise, Executive Director, JPMorgan
- Landis Wood, Director, Structured Products, Golub Capital
- Brennan Woods, Vice President, JPMorgan
- Eric Wu, Managing Director, Real Estate, The Blackstone Group
- Beth Zorc, Head of Public Policy, Government Relations and Public Policy, Wells Fargo
