Cadwalader Finance Forum 2022

Agenda      Featured Panelists      

We are excited to return in-person for the 2022 Cadwalader Finance Forum!

Join us Thursday, October 27 in Charlotte, North Carolina for a premier networking opportunity and series of panels focused on the foremost issues in commercial real estate, fund finance, middle market lending, securitization and structured finance.

Current panel topics include:

  • Heading Into the Storm: Preparing to Survive and Profit from Turbulence in Finance Markets
  • Commercial Real Estate Industry Perspective: Lessons Learned, and Looking Ahead to 2023
  • Behind the Numbers: The 2022 Fund Finance Market
  • Commercial Mortgage-Backed Securities: (CMBS) Trends, Challenges and Opportunities
  • Serving Up Distress: Hot Topics Facing Challenged CRE Credit
  • NAV’igating the Secondaries Market
  • Bridge Lending Update: State of the Repo and CRE CLO Markets
  • Upsides to a Down Market
  • The Way We See It: Adding Diversity to Debt

A detailed schedule featuring our panel line-up and speakers is below. Please check back as we continue to add speakers.


12:30 PM: Registration Opens
1:00 PM: Program Begins
5:45 PM: Cocktail Reception

Stefanos Arethas
Managing Director & Head of CRE Origination
Credit Suisse

Akhil Bansal
Managing Director and Head of Credit Strategic Solutions

Craig Bender
Head of Commercial Real Estate

David Bouton
Managing Director & Co-Head, North America CMBS & Real Estate Finance 
Citigroup Global Markets Inc.

Leland Bunch
Managing Director, Head of CMBS Capital Markets
Bank of America

Scott Bynum
Managing Director and Portfolio Manager
Mudrick Capital Management

Robert Camacho
Senior Managing Director

Thomas Cassino 
Managing Director

Ginny Chiarello
Portfolio Manager, Direct Private Investments

Zachary Cohn
Managing Director Brookfield Asset Management

Doug Cooper
Chief Investment Officer - Debt

Mark David
Managing Director, Head of Middle Markets CLOs

Missy Dolski
Senior Managing Director - Global Head of Capital Markets
Värde Partners

David Downie
Assistant General Counsel
Bank of America

Kylie Duff
Executive Director
Morgan Stanley

Erica Flor
Vice President, Global Credit Financing & Solutions
Deutsche Bank

Alan George
Managing Director, Head of Structured Products
Golub Capital

Bryan High
Managing Director

Mark Hudspeth
Managing Director

Kristine Jurczyk
Principal and Co-Head
Vista Credit Partners

Bryan Kearns
Managing Director
Bank of America

James Kim
Head of Distressed Investments

Shawn Kimble
Head of U.S. Real Estate Capital Markets
Barings Real Estate

Robert Koontz
Senior Vice President, Multifamily Capital Markets
Freddie Mac

Jonathan Love
Managing Director
Wells Fargo

Philip Orban 
Managing Director
Rialto Capital Management 

Amit Patel
Managing Director
Deutsche Bank

Julia Powell
Credit Suisse

Anthony Preisano
Executive Director
Morgan Stanley

Allan Schmitt
Managing Director
Wells Fargo

Steven Schwartz
Managing Director
H.I.G. Realty Credit Partners

Amber Sefert
Managing Director
Trimont Real Estate Advisors

Sid Shrivastava
Managing Director
Goldman Sachs

Michele Simons
Managing Director
Wells Fargo

Barry Spatzer
Managing Director - Finance
MidCap Financial Services, LLC

Varuth “Nu” Suwankosai
Head of Investments & Credit – US Region
Oxford Properties

Phillip Titolo
Head of Direct Private Investments

Paul Vanderslice
Head of CMBS
Bank of Montreal

Michael Vasseghi
Head of Insurance Solutions
Morgan Stanley

Robert Verrone
Iron Hound