Finance Forum

Cadwalader, Wickersham & Taft LLP sponsored its inaugural Finance Forum in Charlotte, North Carolina on December 1st. 

Cadwalader, Wickersham & Taft LLP and fellow industry leaders to discussed emerging trends, market developments and hot topics for the financial services and investment management community. 

This complimentary seminar focused on several areas, including:

  • Regulation of the Financial Markets in the Trump Administration
  • Issues Facing Women in Finance
  • Middle Market Lending
  • Alternative Risk Retention Solutions: Thinking Outside the Box
  • Commercial Real Estate Finance
  • Residential Mortgage Finance
  • Commercial Real Estate Repurchase Agreement Finance
  • Commercial Mortgage-Backed Securities
  • Subscription Credit Facilities
  • Hybrid and NAV Fund Lending
  • AML and OFAC Regulatory Developments
  • And More...


Thursday, December 1

12:30 PM: Registration
1:00 PM: Welcome and Introductory Remarks
1:15 PM: Panels
5:30 PM: Cocktail Reception


Joseph B. Alala III, Chairman & Chief Executive Officer, Capitala Group
Stefanos Arethas, Head of Origination, Credit Suisse
Stephen Arnall, Chief Financial Officer, Capitala Group
Brad W. Beelaert, Principal, WHI Real Estate Partners
Brad Boland, Managing Director, Wells Fargo
Peter A. Bove, Senior Counsel, Wells Fargo
Larry Brown, President, Starwood Mortgage Capital
Christopher M. Burke, Vice President, Barclays Capital
Frank Byrne, Senior Vice President, Mid-Market Financial Sponsors, Bank of America
Julie C. Caperton, Head of Corporate Development, Wells Fargo
Cary Carpenter, Managing Director – CRE Capital Markets, Trading & Syndication, Starwood Property Trust
Thomas N. Cassino, Executive Director, JPMorgan
Catherine Chen, Principal, Apollo Global Management
Brandon S. Clar, Vice President, Counsel, Two Sigma Investments, LLC
Matthew Cohen, Principal, Mesa West Capital
Douglas A. Cruikshank, Managing Partner – Credit Supported Loan Fund, Enhanced Capital Partners
John Curran, Executive Managing Director, Stroz Friedberg, an Aon company
Maureen Dollinger, Vice President, Barclays
Robert Durden, Vice President, Credit Suisse
Quentin Fogan, Director, Bank of America
Robert R. Foley, Managing Director, Chief Financial and Risk Officer, TPG Capital
Joseph E. Geoghan III, Managing Director, Head of CMBS Originations, JPMorgan
Jeremy Grubb, Managing Director, Citizens Bank
Lainie Kaye, Managing Director, Deutsche Bank Securities
Jeffrey Kung, Director, Capital Markets, Citizens Bank
Jake Jamison, Contracts Manager, Voya Investment Management
Michael E. Lascher, Managing Director, Global Head of Real Estate Debt Capital Markets, Blackstone
Nathan Lebioda, Capital Markets Counsel, Wells Fargo
Jonathan Love, Managing Director, Wells Fargo
Keith Luedeman, Chief Executive Officer & Founder,
Alessandra McKell, Managing Director, Investec
Kara McShane, Managing Director, Wells Fargo
Nicholas Mitra, Executive Director, Natixis Capital Markets
Tim Nabors, Managing Director, TIAA-CREF
Matthew Nichols, Chief Executive Officer, Deephaven Mortgage
Daniel A. Norman, Managing Director and Group Head, Voya Investment Management
Laura Parrott, Senior Director, TIAA-CREF
Dash Robinson, Head of Residential Mortgage Finance Structuring and Lending, Wells Fargo
Dennis G. Schuh, Chief Originations Officer, Starwood Property Trust
Kunal K. Singh, Managing Director, JPMorgan
Dee Dee Sklar, Managing Director and Head of Subscription Finance, Wells Fargo
Matthew B. Skurbe, Managing Director in Finance and Treasurer, Blackstone
Mary Touchstone, Head of Funds Finance Practice, Simpson Thacher & Bartlett LLP
Michael Williamson, Chief Executive Officer, Clearhaven Capital
Robert Wood, Managing Director, Bank of America

CLE credit was offered.

Please contact Danielle Couper at with any questions on logistics or the event program.

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