Cadwalader Finance Forum 2023

Agenda      Featured Panelists      

We invite you to join us for our annual Finance Forum.

We've taken this year's Finance Forum to a whole new level. In its 7th annual iteration, we're introducing an innovative format that will closely connect you with the thought leaders molding the financial landscape. Intimate fireside chat discussions will provide the opportunity to dive into the latest market trends in addition to a number of distinguished panels covering challenges and opportunities in commercial real estate, fund finance, leveraged finance, middle market lending, private credit, securitization and more.

Current panel topics include:

  • Coming of Age: What’s Next for a Maturing Fund Finance Industry?
  • What’s Really Going On: A Close Look at the CRE Market
  • The Intersection of Traditional Banking and Private Credit
  • The New Chapter in Fund Finance
  • Market Update: Distressed CRE and Workout Trends
  • A Conversation With the Chief Risk Officer
  • Structured Finance Solutions for Fund Sponsors and LPs
  • Sultans of Swing: What’s (and Who’s) Groovin’ in CMBS?
  • Distressed Credit and Special Situations: Liability Management Transactions
  • Not-So-Risky Business: Keys to the Effective Structuring of Capital Relief Trades
  • Setting the C-Pace in the CRE Market
  • Financing the Financiers: Bank Leverage of Private Credit Originators
  • NAVer Fear: New Approaches in the NAV and Secondary Market
  • Getting to Yes: Terms and Trends in CRE Lending
  • All About the Assets: From Franchise Fees to Royalties to Infrastructure

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


12:00 PM: Registration Opens - Urban Garden, Third Floor
12:30 PM: Program Begins
5:30 PM: Cocktail Reception - Urban Garden, Third Floor

  • 12:30 PM - 1:15 PM: Welcome Remarks and a Conversation With Michael Dryden
  • 1:15 PM - 1:30 PM: Networking Break
  • 1:30 PM - 2:00 PM:
  • 2:05 PM - 2:35 PM:
  • 2:35 PM - 3:00 PM: Networking Break
  • 3:00 PM - 3:45 PM:
  • 3:50 PM - 4:35 PM:
  • 4:35 PM - 4:45 PM: Networking Break
  • 4:45 PM - 5:30 PM:
  • 5:30 PM - 6:30 PM: Cocktail Reception

John Albright
Managing Director
Wells Fargo Strategic Capital

Stefanos Arethas
Managing Director & Head of Commercial Real Estate
ATLAS SP Partners

Kevin Augustyn
Senior Vice President
DBRS Morningstar

Bradford Boland
Senior Managing Director
Huntington Bank

Matthew Brest
Managing Director

John Brown
Managing Director
The Carlyle Group

Leland F. Bunch, III
Managing Director, Real Estate Structured Finance
BofA Securities, Inc. 

Scott Bynum
Managing Director and Senior Analyst
Mudrick Capital Management

Chris Campbell
Managing Director
Eastdil Secured

Brent Chase
Managing Director
Churchill Asset Management

Gary Curwin
Head of Large Loan Originations
Morgan Stanley

Lawrence Cyrlin
Managing Director, Structured Capital Markets
KKR & Co.

Bryan Darch
Senior Director, Debt Originations
Nuveen Real Estate

Rachel Davis
Senior Vice President - Partner Management & Originations
Petros PACE Finance

Jeremy Deutsch
Principal and Investment Professional
Neuberger Berman Private Equity

Missy Dolski
Global Head of Capital Markets
Värde Partners

Zoltan Donovan
Managing Director - Head of Restructuring & Special Situations
First Eagle Investment Management

Michael Dryden
Sixth Street

Aleksandr Epshteyn
Director – Tactical Situations Group
ATLAS SP Partners

Derek Flowers
Senior Executive Vice President, Chief Risk Officer
Wells Fargo

Alan George
Managing Director, Head of Structured Products
Golub Capital

Andie Goh  
Managing Director
Ares Management

Sean Griffin
Managing Director
J.P. Morgan

Steve Johnson
Senior Director - Capital Solutions

Jeff Johnston
CoHead of Fund Finance 

Faisal Kassam
Managing Director, Head of ABS
Kuvare Insurance Services

Kevin Kelly
Assistant General Counsel
Simon Property Group

Terry Lanson
Managing Director
Seer Capital

Matthew Laurino
Blue Owl

Derek Li
Managing Director
Goldman Sachs

Parker McKee
Société Générale

Charles Owens
Senior Managing Director
Huntington Bank

Seth Perlman
Executive Director
Morgan Stanley

Julia Powell
ATLAS SP Partners

Kenneth Price
Senior Director, Private ABS
Nuveen Equities & Fixed Income

Harris Rendelstein
Executive Director – CMBS Capital Markets
J.P. Morgan

Pete Rogers
Managing Director

Salina Sabri
Managing Director

Allan Schmitt
Managing Director
Wells Fargo Securities

Lyndsay Stephenson
Managing Director - Credit and Underwriting
Prime Finance

Paul Vanderslice
Head of CMBS
Bank of Montreal

Michael Vasseghi
Head of Insurance Solutions
Morgan Stanley

Robert Verrone
Iron Hound

Scott Waynebern
Limekiln Real Estate

Brock Wolf
Managing Director and Head of ABS Banking

Dadong Yan
Head of Alternative Investment Solutions